JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATION (EIN 33-1123802)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-20
- IRS object ID
- 201411719349100306
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-20T14:01:34-04:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steinberg Enterprises LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 Tunicflower Lane | AddressLine1 |
| City | West Windsor | City |
| State | NJ | State |
| ZIP Code | 08550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331123802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Marguerite Disepio | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 6096555532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491A Old Nassau Road | AddressLine1 |
| City | Monroe Township | City |
| State | NJ | State |
| ZIP Code | 08831 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marguerite DiSepio | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard Steinberg | PreparerPersonNm |
| Phone | 6094430469 | PhoneNum |
| Preparation | 2014-06-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $153,647 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $154 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $154 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $240 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$201,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $154 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,040 | CashBOYAmt |
| Cash EOY | $153,647 | CashEOYAmt |
| Cash EOYFMV | $153,647 | CashEOYFMVAmt |
| Total Assets BOY | $155,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $153,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $155,040 | RetainedEarningBOYAmt |
| Retained Earning EOY | $153,647 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$201,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$46,346 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$46,346 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marguerite DiDepio | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096555532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491A Old Nassau Rd Monro | AddressLine1 |
| City | Monroe Township | City |
| State | NJ | State |
| ZIP Code | 08831 | ZIPCode |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Joseph DiSepio | ||||||
| 491A Old Nassau Road | Monroe Township | NJ | 08831 | TRUSTEE | 1 | $0 |
| Marguerite DiSepio | ||||||
| 491 Old Nassau road | Monroe Township | NJ | 08831 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,765 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,765 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $170,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $8,407 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,407 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $201,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $201,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,407 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $201,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $192,593 | RemainingDistriFromCorpusAmt |
| Total Corpus | $192,593 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $192,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $192,593 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel and Carol Bower | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | School Based Health Ctr | AddressLine1 |
| City | HENDERSON | City |
| State | NV | State |
| ZIP Code | 89002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Grant | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Education | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154 | TotalIncomeProducingActyAmt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |