RAYMOND C AND MAUREEN K DEE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RAYMOND C AND MAUREEN K DEE FOUNDATION INC (EIN 23-2880928)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201511349349101441
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)
Return2015-05-14T13:41:04-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HECKMAN & LAUDEMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 347 400 PINEBROOK PLACE SUITAddressLine1Txt
CityORWIGSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP179610347ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232880928EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RAYMOND C AND MAUREEN K DEEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRAYMBusinessNameControlTxt
Phone9734089294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 VILLAGE ROADAddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAYMOND C DEEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM G HECKMAN CPAPreparerPersonNm
PTINP00264624PTIN
Phone5703668509PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$664,064FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,675DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,675DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,675DividendsAdjNetIncmAmt
Total Rev And Expnss$7,675TotalRevAndExpnssAmt
Total Net Invst Incm$7,675TotalNetInvstIncmAmt
Total Adj Net Incm$7,675TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$990AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$990AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$67TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$67TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,057TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,057TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,207TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,532ExcessRevenueOverExpensesAmt
Net Investment Income$7,675NetInvestmentIncomeAmt
Adjusted Net Income$7,675AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$99,435SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$87,903SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$87,903SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$249,431CorporateStockBOYAmt
Corporate Stock EOY$249,431CorporateStockEOYAmt
Corporate Stock EOYFMV$576,161CorporateStockEOYFMVAmt
Total Assets BOY$348,866TotalAssetsBOYAmt
Total Assets EOY$337,334TotalAssetsEOYAmt
Total Assets EOYFMV$664,064TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$348,866RetainedEarningBOYAmt
Retained Earning EOY$337,334RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$348,866TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$337,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$348,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$337,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$348,866TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,532ExcessRevenueOverExpensesAmt
Subtotal$337,334SubtotalAmt
Tot Net Ast Or Fund Balances EOY$337,334TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$29,862AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$497,542NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06002DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,729AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$456,711NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05196DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,693AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$485,671NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05496DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,682AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$540,855NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04748DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,016AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$468,892NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06615DistributionYr5Rt
Total Distribution0.28057TotalDistributionRt
Average Distribution0.05611AverageDistributionRt
Net Vl Noncharitable Assets$592,935NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,271AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$77NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,348AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,207QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$154InvestmentIncomeExciseTaxAmt
Subtotal$154SubtotalAmt
Tax Based On Investment Income$154TaxBasedOnInvestmentIncomeAmt
Tax Due$154TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CO MAUREEN D HOWARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9734089294PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 VILLAGE ROADAddressLine1Txt
CityFLORHAMCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RAYMOND C DEE
938 SPANISH MOSS TRAILNAPLESFL34108President0.00$0
MAUREEN K DEE
938 SPANISH MOSS TRAILNAPLESFL34108Vice President0.00$0
MAUREEN D HOWARD
40 VILLAGE ROADFLORHAM PARKNJ07932Secretary0.00$0
DENISE E DEE
22 NORTH DRIVESAG HARBORNY11963Treasurer0.00$0
COLLEEN D POLE
7 SUNDANCE WAYNATICKMA017605455Director0.00$0
KATHLEEN D BROWN
43 JOELS LANESAG HARBORNY11963Director0.00$0
MARYBETH DEE
2113 MORNING SUN LANENAPLESFL34119Director0.00$0
MICHAEL C DEE
6 HIGHVIEW DRIVESAG HARBORNY11963Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$508,511AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,453AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$601,964TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$601,964AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,029CashDeemedCharitableAmt
Net Vl Noncharitable Assets$592,935NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$154TaxBasedOnInvestmentIncomeAmt
Total Tax$154TotalTaxAmt
Distributable Before Adj$29,493DistributableBeforeAdjAmt
Distributable Before Ded$29,493DistributableBeforeDedAmt
Distributable As Adjusted$29,493DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,207ExpensesAndContributionsAmt
Qualifying Distributions$19,207QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,207AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,493DistributableAsAdjustedAmt
Undistributed Income PY$12,191UndistributedIncomePYAmt
Qualifying Distributions$19,207QualifyingDistributionsAmt
Applied To Year1$12,191AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,016AppliedToCurrentYearAmt
Undistributed Income CY$22,477UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAYMOND C DEEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST BONAVENTURE UNIVERSITY
3261 WEST STATE ROADST BONAVENTURENY14788UNIVERSITY TRUSTEEORGANIGENERAL OPERATIONS$15,000
PA FREE ENTERPRISE WEEK
2840 WEST 21ST ST SUITE 2ERIEPA16506NONEORGANIGENERAL OPERATIONS$3,150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,675ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,675ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,675TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEECategoryTxt
Amt$990Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$990DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1 SH. BERKShIRE HATHAWAY INC DEL CL A$75,000$226,000
4500 SH. MICROSOFT CORP.$69,750$209,025
2836 SH. HEWLETT-PACKARD CO DE$91,007$113,809
300 SH. PROCTOR & GAMBLE CO.$13,674$27,327

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$67Amt
Disbursements Charitable Prps$67DisbursementsCharitablePrpsAmt

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