ROBERT W STUBBS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W STUBBS FOUNDATION (EIN 43-1304452)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201543209349102434
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:06:42-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMC TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 MADISON AVENUE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079606900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431304452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rose M & Robert W Stubbs Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT W STUBBS | InCareOfNm |
| Business Name Control | ROSE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 Ocean Club Drive 5th Floor | AddressLine1Txt |
| City | Amelia Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W STUBBS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9734011500 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason M Munk | PreparerPersonNm |
| PTIN | P00545610 | PTIN |
| Phone | 9734011500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $835,207 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,753 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,538 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,753 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $366 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $606 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $606 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,421 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,612 | CashEOYAmt |
| Cash EOYFMV | $5,612 | CashEOYFMVAmt |
| Corporate Stock BOY | $392,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $360,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $829,595 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $392,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $835,207 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,937 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $380,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $365,873 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $380,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $365,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $392,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $365,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $380,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,630 | ExcessRevenueOverExpensesAmt |
| Subtotal | $365,873 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $365,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| 2,580 SHS HUDSON CITY BANCORP | P | $24,501 | $32,158 | -$7,657 | -$7,657 | ||
| .038 GOOGLE INC | $37 | $21 | $16 | $16 | 2007-10-09 | 2015-05-04 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,641 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $766,565 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029156 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,456 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $738,752 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $652,394 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043072 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $619,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $547,579 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072318 | DistributionYr5Rt |
| Total Distribution | 0.211758 | TotalDistributionRt |
| Average Distribution | 0.042352 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $857,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,590 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $528 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $528 | SubtotalAmt |
| Tax Based On Investment Income | $528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $278 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $278 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $254 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W STUBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734011500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 OCEAN CLUB DRIVE | AddressLine1Txt |
| City | AMELIA ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT W STUBBS | ||||||||
| 735 Ocean Club Drive 5th Floor | Amelia Island | FL | 32034 | CHAIRMAN | 0 | $4,000 | $0 | $0 |
| JAMES P CONNAUGHTON | ||||||||
| 8000 MARYLAND PLACE 1100 | ST LOUIS | MO | 63105 | SECRETARY | 0 | $0 | $0 | $0 |
| ROSE MARIE STUBBS | ||||||||
| 735 OCEAN CLUB DRIVE 5TH FLOOR | AMELIA ISLAND | FL | 32034 | PRESIDENT | 0 | $0 | $0 | $0 |
| CHARITY M STUBBS-GUZOFSKI | ||||||||
| 32 Gramercy Park South Apt 5J | New York | NY | 10003 | TREASURER | 0 | $0 | $0 | $0 |
| THOMAS J ROSS JR | ||||||||
| 11 MAGNOLIA PLACE | CHATHAM TOWNSHIP | NJ | 07928 | VICE PRES & DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $867,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $870,775 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $870,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $857,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $528 | TotalTaxAmt |
| Distributable Before Adj | $42,358 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,358 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $29,410 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $255 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $29,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $255 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $255 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,693 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT W STUBBS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 OCEAN CLUB DRIVE 5th FLOOR | AddressLine1Txt |
| City | AMELIA ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9734011500 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING TO INCLUDE VERIFICATION THAT ORGANIZATION IS EXEMPT UNDER SECTION 501(C) (3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT APPLICABLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA BALLET | ||||||||
| 4819 RONSON COURT | SAN DIEGO | CA | 92111 | NONE | PC | GENERAL | $1,000 | |
| PATHFINDER VILLAGE FOUNDATION | ||||||||
| 3 CHENANGO ROAD | EDMESTON | NY | 13335 | NONE | PC | GENERAL | $7,500 | |
| ADAPTIVE SPORTS FOUNDATION | ||||||||
| PO BOX 266 | WINDHAM | NY | 12496 | NONE | PC | GENERAL | $11,000 | 100 SILVERMAN WAY |
| ST THERESA'S CHURCH | ||||||||
| 120 MONROE AVENUE | CRESSKILL | NJ | 07626 | NONE | PC | GENERAL | $600 | |
| RITENOUR PRIDE & PROMISE FOUNDATION | ||||||||
| 2420 WOODSON ROAD | ST LOUIS | MO | 63114 | NONE | PC | GENERAL | $500 | |
| HUNTINGTON'S DISEASE - HDSA NJ CHAPTER | ||||||||
| 505 EIGHTH AVENUE SUITE 102 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $700 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 1719 NJ-10 229 | PARSIPPANYTROY HILLS | NJ | 07054 | NONE | PC | GENERAL | $250 | |
| BANCROFT | ||||||||
| 1255 CALDWELL ROAD | CHERRY HILL | NJ | 08034 | NONE | EOF | GENERAL | $500 | |
| NASSAU HUMANE SOCIETY | ||||||||
| 639 AIRPORT ROAD | FERNANDINA BEACH | FL | 32034 | NONE | PC | GENERAL | $600 | |
| CHURCH OF THE NATIVITY | ||||||||
| 20 EAST RIDGELY ROAD | TIMONIUM | MD | 21093 | NONE | PC | GENERAL | $2,500 | |
| APS FOUNDATION OF AMERICA | ||||||||
| PO BOX 801 | LACROSSE | WI | 54602 | NONE | PC | GENERAL | $1,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL | $1,500 | |
| WINDAM CHAPTER - CATSKILL MTN FOUNDATION | ||||||||
| 7970 MAIN STREET | HUNTER | NY | 12442 | NONE | PC | GENERAL | $400 | PO BOX 924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$7,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,112 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WMC TAX SERVICES LLC | CategoryTxt |
| Amt | $2,720 | Amt |
| Net Investment Income | $1,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,360 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THRU RBC | StockNm |
| EOY Book Value | $360,261 | EOYBookValueAmt |
| EOYFMV | $829,595 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LIABILITY - RBC | Desc |
| BOY Book Value | $11,937 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REG AGENT FEES | CategoryTxt |
| Amt | $366 | Amt |
| Net Investment Income | $366 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
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