GERONDELIS FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GERONDELIS FOUNDATION INC (EIN 04-6130871)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-26
IRS object ID
201501779349100505
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-26T10:59:54-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN041731650PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEMAKIS & DEMAKIS CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVENUE SUITE 207AddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP019011140ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046130871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERONDELIS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEROBusinessNameControlTxt
Phone7815953311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVENUEAddressLine1Txt
Address Line2ROOM/SUITE 201AddressLine2Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY C DEMAKISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7815953311PhoneNum
Signature2015-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY S DEMAKIS CPAPreparerPersonNm
PTINP00501002PTIN
Phone7815926120PhoneNum
Preparation2015-06-26PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,319,522FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,172InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,172InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,172InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$24,459DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,459DividendsNetInvstIncmAmt
Dividends Adj Net Incm$24,459DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$1,607,965GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,607,965GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$1,607,965GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$1,607,965NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$18,855NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$220,123GrossSalesPriceAmt
Other Income Rev And Expnss$14,350OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,350OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$14,350OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,666,801TotalRevAndExpnssAmt
Total Net Invst Incm$1,647,946TotalNetInvstIncmAmt
Total Adj Net Incm$1,647,946TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$92,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$15,107LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$15,107LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$120,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$110,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$537TaxesRevAndExpnssAmt
Taxes Net Invst Incm$537TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$43,003OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$38,039OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,964OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$280,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,683TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$114,964TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,068,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,068,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,348,847TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,683TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,183,164TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$317,954ExcessRevenueOverExpensesAmt
Net Investment Income$1,574,263NetInvestmentIncomeAmt
Adjusted Net Income$1,647,946AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$635,439SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$865,699SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$865,699SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$229,167PrepaidExpensesBOYAmt
Prepaid Expenses EOY$210,216PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$210,216PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$25,529USGovernmentObligationsBOYAmt
US Government Obligations EOY$47,733USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$47,733USGovtObligationsEOYFMVAmt
Corporate Stock BOY$399,665CorporateStockBOYAmt
Corporate Stock EOY$444,381CorporateStockEOYAmt
Corporate Stock EOYFMV$443,587CorporateStockEOYFMVAmt
Corporate Bonds BOY$424,180CorporateBondsBOYAmt
Corporate Bonds EOY$394,070CorporateBondsEOYAmt
Corporate Bonds EOYFMV$602,287CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$3,910,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$3,910,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$3,910,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$25,150,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$5,623,980TotalAssetsBOYAmt
Total Assets EOY$5,872,099TotalAssetsEOYAmt
Total Assets EOYFMV$27,319,522TotalAssetsEOYFMVAmt
Other Liabilities BOY$38,257OtherLiabilitiesBOYAmt
Total Liabilities BOY$38,257TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,585,723UnrestrictedBOYAmt
Unrestricted EOY$5,872,099UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,585,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,872,099TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,623,980TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,872,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,585,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$317,954ExcessRevenueOverExpensesAmt
Subtotal$5,903,677SubtotalAmt
Other Decreases$31,578OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,872,099TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$818,130AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,296,815NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031111DistributionYr1Rt
Adjusted Qlfy Distri Yr2$509,129AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,264,244NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061606DistributionYr2Rt
Adjusted Qlfy Distri Yr3$553,771AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,223,057NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.067344DistributionYr3Rt
Adjusted Qlfy Distri Yr4$537,645AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,175,210NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.065765DistributionYr4Rt
Adjusted Qlfy Distri Yr5$571,907AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,205,506NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.069698DistributionYr5Rt
Total Distribution0.295524TotalDistributionRt
Average Distribution0.059105AverageDistributionRt
Net Vl Noncharitable Assets$26,747,213NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,580,894AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,743NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,596,637AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,183,164QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,485InvestmentIncomeExciseTaxAmt
Subtotal$31,485SubtotalAmt
Tax Based On Investment Income$31,485TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,627EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$37,627TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$93EsPenaltyAmt
Overpayment$6,049OverpaymentAmt
Applied To ES Tax$6,049AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGREGORY C DEMAKISIndividualWithBooksNm
Phone7815953311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVENUEAddressLine1Txt
Address Line2SUITE 201AddressLine2Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS C DEMAKIS ESQ
186 PERKINS ROWTOPSFIELDMA01983DIRECTOR2.00$8,000$0$0
GREGORY C DEMAKIS ESQ
180 WEST SHORE DRIVEMARBLEHEADMA01945DIRECTOR2.00$8,000$0$0
PAUL C DEMAKIS ESQ
46 COMMONWEALTH AVENUEBOSTONMA02116DIRECTOR2.00$8,000$0$0
DR NICHOLAS T ZERVAS
MASS GENERAL HOSPITALBOSTONMA02114DIRECTOR2.00$8,000$0$0
THOMAS L DEMAKIS
45 BLODGETT AVENUESWAMPSCOTTMA01907DIRECTOR2.00$8,000$0$0
CHRISTOPHER SCANGAS
8214 SANTALUZ VILLAGE GREEN SOUTHSAN DIEGOCA92127DIRECTOR2.00$8,000$0$0
RUSSELL SMITH
47 RIVER ROADGLOUCESTERMA01930DIRECTOR2.00$4,000$0$0
JOHN N DEMAKIS
1 LEO ROADMARBLEHEADMA01945DIRECTOR2.00$8,000$0$0
T PHILLIP COMENOS
1 DEXTER LANEMANCHESTERMA01944DIRECTOR2.00$8,000$0$0
NONDAS LAGONAKIS
30 FAIRVIEW AVENUESALEMMA01970DIRECTOR2.00$8,000$0$0
ARTHUR KOURKOUSIS
101 LITTLE NAHANT ROADNAHANTMA01908DIRECTOR2.00$8,000$0$0
IRENE DUROS
789 SUMMER STREETLYNNFIELDMA01940DIRECTOR2.00$8,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEMAKIS LAW OFFICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVE SUITE 201AddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01901ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGZL & ADMINServiceTypeTxt
Compensation$120,000CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$834,537AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,169,994AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,150,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,154,531TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$27,154,531AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$407,318CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,747,213NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,337,361MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,337,361MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,485TaxBasedOnInvestmentIncomeAmt
Total Tax$31,485TotalTaxAmt
Distributable Before Adj$1,305,876DistributableBeforeAdjAmt
Distributable Before Ded$1,305,876DistributableBeforeDedAmt
Distributable As Adjusted$1,305,876DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,183,164ExpensesAndContributionsAmt
Qualifying Distributions$1,183,164QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,183,164AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,305,876DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$94,205ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$109,095ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$203,300TotalExcessDistributionCyovAmt
Qualifying Distributions$1,183,164QualifyingDistributionsAmt
Applied To Current Year$1,183,164AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$122,712ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$122,712ExcessDistributionCyovAppCYAmt
Total Corpus$80,588TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$80,588ExcessDistriCyovToNextYrAmt
Excess From Year2$80,588ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGREGORY C DEMAKISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVENUESUITE 201AddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7815953311RecipientPhoneNum
Form And Info And MaterialsWRITTEN LETTERSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsFOR FUNDING OF SCHOLARSHIP FOR PEOPLE OF GREEK HERITAGERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ANATOLIA COLLEGE
18 TREMONT ST SUITE 704BOSTONMA02108NONEPUBLICTO FUND SCHOLARSHIP$5,000
BOSTON UNIVERSITY
ONE SILBER WAYBOSTONMA02215NONEPUBLICTO FUND SCHOLARSHIP$5,000
BOSTON SYMPHONY ORCH
301 MASS AVENUEBOSTONMA02115NONEPUBLICTO FUND$50,000
BRANDEIS UNIVERSITY
415 SOUTH STREETWALTHAMMA02453NONEPUBLICTO FUND SCHOLARSHIP$15,000
BROWN UNIVERSITY
PO BOX 1920PROVIDENCERI02912NONEPUBLICTO FUND SCHOLARSHIP$10,000
CARE DIMENSIONS
75 SYLVIAN STSTE B10DANVERSMA01923NONEPUBLICTO FUND SCHOLARSHIP$5,000
CARNEGIE MELLON UNIV
5000 FORBES AVENUEPITTSBURGPA15213NONEPUBLICTO FUND SCHOLARSHIP$5,000
COLUMBIA UNIVERSITY
535 WEST 114TH STNEW YORKNY10027NONEPUBLICTO FUND SCHOLARSHIP$50,0001172 AMSTERDAM AVENUE
COOPER UNION
30 COOPER SQUARENEW YORKNY10003NONEPUBLICTO FUND SCHOLARSHIP$5,000
CORNELL UNIVERSITY
144 EAST AVENUEITHACANY14850NONEPUBLICTO FUND SCHOLARSHIP$5,000
CUNY
42ND STREETNEW YORKNY10012NONEPUBLICTO FUND SCHOLARSHIP$10,000
DREXEL UNIVERSITY
3141 CHESTNUT STREETPHILADELPHIAPA19104NONEPUBLICTO FUND SCHOLARSHIP$5,000
DUKE UNIVERSITY
411 CHAPEL DRIVEDURHAMNC27708NONEPUBLICTO FUND SCHOLARSHIP$5,000
EMERSON COLLEGE
120 BOYLSTON STREETBOSTONMA02116NONEPUBLICTO FUND SCHOLARSHIP$5,000
FORDHAM ORTHODOX CHRISTIAN
441 E FORDHAM ROADBRONXNY10458NONEPUBLICFOR FUNDING$5,000STUDIES CENTER
GIRLS INC
58 BLOSSOM STREETLYNNMA01902NONEPUBLICFOR FUND RAISER$125,000
GEORGE WASHINGTON UNIVERSITY
2121 EYE STREET NWWASHINGTONDC20052NONEPUBLICTO FUND SCHOLARSHIP$5,000
MARITIME GLOUCESTER
23 HARBOR LOOPGLOUCESTERMA01930NONEPUBLICFOR FUNDING$10,000
HARVARD UNIVERSITY
48 QUINCY STREETCAMBRIDGEMA02138NONEPUBLICTO FUND SCHOLARSHIP$40,000
HAVEN PROJECT FOR HOMELESS
2 LAFAYETTE ST 3RD FLNEW YORKNY10007NONEPUBLICPROVIDE SUPPORT FOR HOMELESS$1,000YOUTH
HELLENCI WOMAN'S BENEVOLET ASSOC
601 SHERMAN STREETCANTONMA02021NONEPUBLICFOR FUNDING$25,000
HOFSTRA UNIVERSITY
100 HOFSTRA UNIVERSITYHEMPSTEADNY11549NONEPUBLICTO FUND SCHOLARSHIP$5,000
INTL ORTHODOX CHRISTIAN CHARITIES
110 WEST ROAD STE 360BALTIMOREMD21204NONEPUBLICFOR FUNDING$21,000
INTERCITY SCHOLARSHIP FUND
1011 FIRST AVE 14FLNEW YORKNY10022NONEPUBLICTO FUND SCHOLARSHIP$10,000
IOWA STATE UNIVERSITY
15 CURTIS HALLAMESIA50011NONEPUBLICTO FUND SCHOLARSHIP$10,000
JOHN HOPKINS UNIVERSITY
242 GARLAND HALLBALTIMOREMD21218NONEPUBLICTO FUND SCHOLARSHIP$10,000
JOHNSON & WALES UNIVERSITY
8 ABBOTT PARK PLACEPROVIDENCERI02903NONEPUBLICTO FUND SCHOLARSHIP$5,000
LEADERSHIP 100
OLYMPIC TOWERNEW YORKNY10022NONEPUBLICFOR FUNDING$13,200645 FIFTH AVE STE 906
LYNN COMMUNITY HEALTH CENTER
269 UNION STREETLYNNMA01901NONEPUBLICTO FUND$25,000
METRO NS YMCA
20 NEPTUNE BLVDLYNNMA01902NONEPUBLICFUNDING LYNN YMCA$5,000
MIT
77 MASS AVENUECAMBRIDGEMA02139NONEPUBLICTO FUND SCHOLARSHIP$5,000
NE CONSERVATIOR OF MUSIC
290 HUNTINGTON AVENUEBOSTONMA02115NONEPUBLICFOR FUNDING$5,000
NEW YORK UNIVERSITY
70 WASHINGTON SQUARENEW YORKNY10012NONEPUBLICTO FUND SCHOLARSHIP$5,000SOUTH
PHILOXENIA HOUSE
262 PRINCE STREETJAMAICA PLAINMA02130NONEPUBLICFOR FUNDING$10,000
PRINCETON UNIVERSITY
1 NASSAU HALLPRINCETONNJ08544NONEPUBLICTO FUND SCHOLARSHIP$5,000
RAW ARTS WORKS
37 CENTRAL SQUARELYNNMA01901NONEPUBLICCAPITAL EXPANSION$75,000
RUDGERS UNIVERSITY
57 US HIGHWAY 1NEW BRUNSWICKNJ08901NONEPUBLICTO FUND SCHOLARSHIP$15,000
STANFORD UNIVERSITY
355 GALVEZ STREETSTANFORDCA94305NONEPUBLICTO FUND SCHOLARSHIP$10,000
ST GEORGE CHURCH
54 SOUTH COMMON STREETLYNNMA01902NONEPUBLICFOR FUNDING$5,000
ST KATHERINE CHURCH
7100 AIRPORT PULLING RDNNAPLESFL34109NONEPUBLICFOR FUNDING$50,000
ST MARY'S HIGH SCHOOL
35 TREMONT STREETLYNNMA01901NONEPUBLICFOR FUNDING$5,000
ST VASILLO'S CHURCH
5 PALEOLOGOS STREETPEABODYMA01906NONEPUBLICFOR FUNDING$50,000
STEVENS INST OF TECH
1 CASTLE POINTHOBOKENNJ07030NONEPUBLICTO FUND SCHOLARSHIP$5,000
SUFFOLK UNIVERSITY
73 TREMONT STREETBOSTONMA02108NONEPUBLICTO FUND SCHOLARSHIP$5,000
STONEY BROOK UNIVERSITY
279 BROADWAYALBANYNY122042755NONEPUBLICFOR FUNDING$5,000
TUFTS
419 BOSTON AVENUEMEDFORDMA02155NONEPUBLICTO FUND SCHOLARSHIP$10,000
UNIVERSITY OF CALIFORNIA
900 UNIVERSITY AVENUERIVERSIDECA92521NONEPUBLICTO FUND SCHOLARSHIP$15,000
UNIVERSITY OF CINCINNATI
2600 CLIFTON AVENUECINCINNATIOH45221NONEPUBLICTO FUND SCHOLARSHIP$15,000
UNIVERSITY OF FLORIDA
903 WEST UNIVERSITY AVEGAINESVILLEFL32601NONEPUBLICTO FUND SCHOLARSHIP$15,000
UNIVERSITY OF ILLINOIS
610 EAST JOHN STREETCHAMPAIGNIL61820NONEPUBLICTO FUND SCHOLARSHIP$5,000
UNIVERSITY OF MASS BOSTON
100 MORRISSEY BLVDBOSTONMA02125NONEPUBLICTO FUND SCHOLARSHIP$5,000
UNIVERSITY OF MINNESOTA
80 S 8TH STREET SUITE 51MINNEAPOLISMN554022100NONEPUBLICTO FUND SCHOLARSHIP$25,000IDS CENTER
UNIVERSITY OF NEW HAVEN
300 BOSTON POST ROADWEST HAVENCT06516NONEPUBLICTO FUND SCHOLARSHIP$5,000
UNIVERSITY OF PENN
3451 WALNUT STREETPHILADELPHIAPA19104NONEPUBLICTO FUND SCHOLARSHIP$15,000
UNIVERSITY OF PITTSBURG
4200 FIFTH AVENUEPITTSBURGPA15260NONEPUBLICTO FUND SCHOLARSHIP$5,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3740 MCCLINTOCK AVENUELOS ANGELESCA90089NONEPUBLICTO FUND SCHOLARSHIP$10,000
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 8058AUSTINTX787138058NONEPUBLICTO FUND SCHOLARSHIP$30,000
USO
700 CHILDS WAYLOS ANGELESCA900890914NONEPUBLICWOUNDED WARRIER FUND$50,000
HIGH SCHOOL SCHOLARSHIPS
56 CENTRAL AVELYNNMA01901NONEPRIVATESCHOLARSHIP$113,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,068,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,172ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,459ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,607,965RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,855RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCAPITAL GAIN DIVIDENDSDesc
Exclusion14ExclusionCd
Exclusion$14,350ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,981ExclusionAmt
Related Or Exempt Function Incm$1,626,820RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,666,801TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$10,000Amt
Net Investment Income$10,000NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetBANK OF AMERICAAssetDesc
Acquired2004-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2014-12SoldDt
Gross Sales Price$220,123GrossSalesPriceAmt
Basis$201,268BasisAmt
Total Net$18,855TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP BONDSBondNm
EOY Book Value$394,070EOYBookValueAmt
EOYFMV$602,287EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$444,381EOYBookValueAmt
EOYFMV$443,587EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLANDCategoryOrItemTxt
Cost Or Other Basis$3,910,000CostOrOtherBasisAmt
Book Value$3,910,000BookValueAmt
EOYFMV$25,150,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$15,107LegalFeesAmt
Net Investment Income$15,107NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXDesc
Amt$31,578Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
SCHOLARSHIP ADVERTISING$3,514$3,514
BANK CHARGES$106$106
INVESTMENT FEES$6,865$6,865
MISCELLANEOUS EXPENSE$4,468$4,468
DUES & SUBSCRIPTIONS$1,450$1,450
COMMISSIONS$25,000$25,000
ANNUAL DINNER$1,600$1,600

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN DIVIDENDSDesc
Revenue And Expenses Per Books$14,350RevenueAndExpensesPerBooksAmt
Net Investment Income$14,350NetInvestmentIncomeAmt
Adjusted Net Income$14,350AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmt
ACCRUED INCOME TAXES$13,706
PREPAID RENT$24,551

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROF. FEESCategoryTxt
Amt$120,000Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$110,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXESCategoryTxt
Amt$537Amt
Net Investment Income$537NetInvestmentIncomeAmt

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