ANTHONY AND CATHERINE FUSCO FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY AND CATHERINE FUSCO FOUNDATION (EIN 82-0576303)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201413189349100706
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T07:39:18-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 Presidential Drive | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820576303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Anthony & Catherine Fusco Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPHINE VASSALLO | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 3023286251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Airport Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | New Castle | City |
| State | DE | State |
| ZIP Code | 19720 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony Fusco | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3023286251 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas J Shopa | PreparerPersonNm |
| PTIN | P00172206 | PTIN |
| Phone | 3023286251 | PhoneNum |
| 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 | $4,254,524 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $140,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,352 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $721,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,230 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $89 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $531,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,671 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,792 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $54,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,508 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $299,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $175,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,092 | CashBOYAmt |
| Cash EOY | $43,889 | CashEOYAmt |
| Cash EOYFMV | $43,889 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $168,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,368 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,208,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,201,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,726,723 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $805,877 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,171,763 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,371,544 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,229,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,529,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,254,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,229,917 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,529,899 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,229,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,529,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,229,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,529,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,229,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $299,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43 | OtherIncreasesAmt |
| Subtotal | $3,529,910 | SubtotalAmt |
| Other Decreases | $11 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,529,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY ACCT 106277 07/1/13-12/31/13 | P | 2013-12-31 | $50,000 | $44,343 | $5,657 | $5,657 |
| JANNEY MONTGOMERY ACCT 7683-6714 1/1/14-6/30/14 | P | 2014-06-30 | $4,265 | $3,761 | $504 | $504 |
| MORGAN STANLEY ACCT 105557 7/1/13-12/31/13 | P | 2013-12-31 | $62 | $47 | $15 | $15 |
| MORGAN STANLEY ACCOUNT 105557 7/1/13-12/31/13 | P | 2013-12-31 | $90,312 | $87,524 | $2,788 | $2,788 |
| JANNEY MONTGOMERY ACCT 5759-8503 7/1/13-12/31/13 | P | 2013-12-31 | $5,486 | $2,413 | $3,073 | $3,073 |
| JANNEY MONTGOMERY ACCT 5759-8503 1/1/14-6/30/14 | P | 2014-06-30 | $99,785 | $67,008 | $32,777 | $32,777 |
| MORGAN STANLEY ACCT 107058 7/1/13-12/31/13 | P | 2013-12-31 | $120,508 | $127,209 | -$6,701 | -$6,701 |
| MORGAN STANLEY ACCT 107058 7/1/13-12/31/13 | P | 2013-12-31 | $129,142 | $129,132 | $10 | $10 |
| JANNEY MONTGOMERY ACCT 5219-3610 7/1/13-12/31/13 | P | 2013-12-31 | $14,545 | $15,159 | -$614 | -$614 |
| JANNEY MONTGOMERY ACCT 5219-3610 7/1/13-12/31/13 | P | 2013-12-31 | $25,859 | $29,224 | -$3,365 | -$3,365 |
| JANNEY MONTGOMERY ACCT 5219-3610 1/1/14-6/30/14 | P | 2014-06-30 | $34,989 | $34,857 | $132 | $132 |
| JANNEY MONTGOMERY ACCT 5219-3610 1/1/14-6/30/14 | P | 2014-06-30 | $98,488 | $90,055 | $8,433 | $8,433 |
| CAPITAL GAIN DIVIDENDS | P | $48,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,230 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,640 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,251,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,788,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038451 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $108,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,070,057 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052221 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $112,630 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,452,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045916 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,699 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,087,143 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070287 | DistributionYr5Rt |
| Total Distribution | 0.235674 | TotalDistributionRt |
| Average Distribution | 0.047135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,787,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $178,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,755 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $180,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,511 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,511 | SubtotalAmt |
| Tax Based On Investment Income | $3,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $489 | OverpaymentAmt |
| Applied To ES Tax | $489 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE VASSALLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3023286251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 AIRPORT ROAD | AddressLine1 |
| City | NEW CASTLE | City |
| State | DE | State |
| ZIP Code | 19720 | ZIPCode |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Anthony N Fusco | ||||||
| 200 Airport Road | New Castle | DE | 19720 | President | 0 | $0 |
| Josephine R Vassallo | ||||||
| 200 Airport Road | New Castle | DE | 19720 | Treasurer/Secretary | 0 | $0 |
| Anthony N Fusco Jr | ||||||
| 200 Airport Road | New Castle | DE | 19720 | Vice President | 0 | $0 |
| Cheryl A Staffieri | ||||||
| 200 Airport Road | New Castle | DE | 19720 | Vice President | 0 | $0 |
| Frank J Vassallo III | ||||||
| 200 Airport Road | New Castle | DE | 19720 | Vice President | 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 | $3,711,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,845,424 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,845,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,787,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,511 | TotalTaxAmt |
| Distributable Before Adj | $185,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $185,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $185,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,650 | 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 | $163,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $163,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,929 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $3,725 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,929 | AppliedToYear1Amt |
| Applied To Prior Years | $3,725 | AppliedToPriorYearsAmt |
| Applied To Current Year | $996 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $184,880 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| PO Box 78851 | Phoenix | AZ | 85062 | None | PC | Build healthier lives free of cardiovascular disease and stroke | $200 |
| Boys and Girls Club of Delaware | |||||||
| 669 S Union Street | Wilmington | DE | 19805 | None | PC | Educational and career development, character and leadership programs, health and life skills, sports and fitness recreation, before and after school childcare and summer fun clubs. clubs. | $1,250 |
| Delaware Art Museum | |||||||
| 2301 Kentmere Parkway | Wilmington | DE | 19806 | None | PC | Connects people to art, offering an inclusive and essential community resource that through its collections, exhibitions, and programs generates creative energy that sustains, enriches, empowers, and inspires. | $15,000 |
| Delaware Community Foundation | |||||||
| PO Box 1636 | Wilmington | DE | 19899 | None | PC | TO MAKE DELAWARE A BETTER PLACE TO LIVE AND WORK | $2,000 |
| Delaware Hospice | |||||||
| 3515 Silverside Road | Wilmington | DE | 19803 | None | PC | Delaware Hospice is committed to being the leader in providing of high quality hospice and palliative care to individuals with a limited life expectancy, their families and caregivers, and to serve the community as a resource for end of life care. | $500 |
| Ebenezer Church | |||||||
| 200 No Claymont St | Wilmington | DE | 19802 | None | PC | Religious | $200 |
| Habitat for Humanity | |||||||
| 1920 Hutton Street | Wilmington | DE | 19802 | None | PC | To build affordable housing at no-profit through a combination of volunteer labor, "sweat equity", and no-interest mortgages | $1,000 |
| Interfaith Community Housing | |||||||
| 613 North Washington Street | Wilmington | DE | 19801 | None | PC | PROVIDE RENTAL AND FOR-SALE HOUSING THROUGH NEW CONSTRUCTION, REHABILITATION OR ACQUISITION AND PROVIDING HOUSING-RELATED SERVICES TO LOW AND MODERATE INCOME FAMILIES IN DELAWARE. | $200 |
| Leukemia & Lymphoma Society | |||||||
| PO Box 9031 | Pittsfield | MA | 01202 | None | PC | Cure leukemia, lymphoma, Hodgkins disease and myeloma, and improve the quality of life of patients and their fam | $100 |
| Memorial Sloan Kettering | |||||||
| PO Box 7247-0260 | Phiiladelphia | PA | 17170 | None | PC | Provide leadership in the prevention, treatment and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education | $200 |
| Ministry of Caring | |||||||
| 506 N Church Street | Willlmington | DE | 19801 | None | PC | TO PROVIDE HOUSING, MEALS, JOB PLACEMENT, & TRAINING | $500 |
| National Alopecia Areate Foundation | |||||||
| 14 Mitchell Blvd | San Rafael | CA | 94903 | None | PC | Fund medical research to find a cure or acceptable treatment, support those with the disease, and educate the public about alopecia areata. | $250 |
| Nativity Prep School of Wilmington | |||||||
| 1515 Linden Street | Wilmington | DE | 19805 | None | PC | Scholarship Fund | $1,000 |
| Nemours Childrens Hospital | |||||||
| 1600 Rockland Road | Wilmington | DE | 19803 | None | PC | Provide new winter coats to children who live in need | $1,000 |
| Padua Academy | |||||||
| 905 N Broom Street | Wilmington | DE | 19806 | None | PC | Scholarship Fund | $30,000 |
| Salesianum School | |||||||
| 1801 N Broom Street | Wilmington | DE | 19802 | None | PC | Scholarship Fund | $23,000 |
| St Anthony's Church | |||||||
| 901 N Dupont Street | Wilmington | DE | 19805 | None | PC | Religious organization | $3,500 |
| Urban Promises | |||||||
| 2401 Thatcher Street | Wilmington | DE | 19802 | None | PC | URBAN PROMISE WILMINGTON, INC PROVIDES SERVICES TO CHILDREN AND YOUTH LIVING IN THE INNER-CITY NEIGHBORHOODS OF WILMINGTON, DELAWARE THE ORGANIZATION'S MISSION IS TO TEACH CHILDREN AND YOUNG ADULTS THE SKILLS NECESSARY FOR SPIRITUAL GROWTH, ACADEMIC ACHIEVEMENT, LIFE MANAGEMENT AND LEADERSHIP | $3,000 |
| Ursuline Academy | |||||||
| 1106 Pennsylvania Ave | Wilmington | DE | 19806 | None | PC | Scholarship Fund | $28,000 |
| National Multiple Sclerosis Society | |||||||
| PO Box 4527 | New York | NY | 10163 | None | PC | PROVIDE VITAL SUPPORT AND SERVICES TO THE MANY THOUSANDS OF INDIVIDUALS LIVING WITH MS. | $200 |
| Mosaic Essentials of Life Fund | |||||||
| 261 Chapman Road | Newark | DE | 19702 | None | PC | Advocate for people with intellectual disabilities and provide opportunities for them to enjoy a full life | $200 |
| St Anthony in the Hills | |||||||
| 901 N Dupont Street | Wilmington | DE | 19805 | None | PC | FOSTER EDUCATIONAL, SPIRITUAL AND PHYSICAL ENRICHMENT TO YOUTH AND FAMILIES THROUGH FACILITIES AND PROGRAMS. | $18,000 |
| Ronald McDonald House | |||||||
| 1901 Rockland Road | Wilmington | DE | 19803 | NONE | PC | Provide an affordable Home Away Form Home that offers compassion, hospitality and a setting where other families, House volunteers and staff can support families of seriously ill or injured children receiving medical treatment in nearby hospitals | $1,000 |
| Cumberland College | |||||||
| PO Box 1500 | Vineland | NJ | 08362 | none | PC | To provide scholarships to students to attend Cumberland college | $200 |
| American Diabetes Foundation | |||||||
| 1701 North Beauregard Street | Alexandria | VA | 22311 | None | PC | The mission of the American Diabetes Association Research Foundation is to ensure the availability of funds necessary for full exploration of all the scientific possibilities that diabetes research is generating. The Research Foundation's sole purpose is to raise gifts for diabetes through individuals, corporations, and philanthropic organizations. A minimum of 80% of each contribution directly supports research. | $200 |
| Faithful Friends | |||||||
| 12 Germany Drive | Wilmington | DE | 19804 | None | PC | To end the neglect, abandonment and killing of pets in Delaware and enrich the lives of people by promoting and providing compassionate animal-related welfare and social services | $300 |
| Jill's House | |||||||
| 751 E Tamarack Tri | Bloomington | IN | 47408 | None | PC | The mission of Jill's House, Inc is to provide affordable, temporary housingjn a home-like enyirpnmen caregivers and patients receivjng. medicareatrnent for physical illnesses at area health care facilities | $200 |
| Little Sisters of the Poor | |||||||
| 185 Salem Church Road | Newark | DE | 19713 | None | PC | The Little Sisters of the Poor offer needy elderly persons total quality care in a loving, supportive Home where they are welcomed as family and cared for with dignity and respect until death. | $500 |
| Special Operations Warrior | |||||||
| PO Box 13483 | Tampa | FL | 33681 | None | PC | Provides the opportunity for children of Special Operations forces who die in combat or training to obtain a full four year colleg degree. Also provides immediate financial assistance for families of special operations people wounded in combat. | $250 |
| St Anthony's Grade School | |||||||
| 1715 W 9th Street | Wilmington | DE | 19805 | None | PC | Educational | $3,000 |
| Big Brothers Big Sisters of Delaware Inc | |||||||
| 413 Larch Circle | Wilmington | DE | 19804 | None | PC | General | $1,000 |
| Children & Families First Delaware Inc | |||||||
| 2005 Baynard Blvd | Wilmington | DE | 19802 | None | PC | General | $500 |
| Delaware College of Art & Design | |||||||
| 600 N Market St | Wilmington | DE | 19801 | None | PC | Educational | $2,000 |
| Delaware Nature Society | |||||||
| PO Box 700 | Hockessin | DE | 19707 | None | PC | General | $5,000 |
| Faith Victory Christian Center | |||||||
| 301 Commonwealth Ave | Claymont | DE | 19703 | None | PC | Religious | $300 |
| Goodwill of Delaware & Delaware County | |||||||
| 300 East Lea Blvd | Wilmington | DE | 19802 | None | PC | General | $100 |
| Lewes Public Library | |||||||
| 111 Adams Ave | Lewes | DE | 19958 | None | PC | General | $2,500 |
| Make-A-Wish Foundation of the Mid-Atlantic Inc | |||||||
| 3519 Silverside Rd | Wilmington | DE | 19810 | None | PC | General | $1,000 |
| Medical Patient Modesty | |||||||
| P O Box 652 | Hazelwood | NC | 28738 | None | PC | General | $100 |
| Oblates of St Francis DeSales | |||||||
| 2200 Kentmere Pkwy | Wilmington | DE | 19806 | None | PC | Religious | $10,000 |
| Prevent Child Abuse DE | |||||||
| 100 W 10th St 715 | Wilmington | DE | 19801 | None | PC | General | $2,500 |
| Revival Ministries International | |||||||
| 3738 River International Dr | Tampa | FL | 33610 | None | PC | Religious | $200 |
| St Anthony's Community Center | |||||||
| 1703 W 10th St | Wilmington | DE | 19805 | None | PC | Educational | $1,500 |
| St Jude Children's Research Hospital | |||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | None | PC | General | $1,000 |
| The First Tee of Delaware | |||||||
| P O Box 419 | Rockland | DE | 19732 | None | PC | General | $500 |
| William P Frank Scholarship Fund | |||||||
| 270 Presidential Drive | Wilmington | DE | 19807 | None | PC | Educational | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,650 | 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 | $140,352 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,230 | 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 | $231,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,671 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Churchman's Road Shopping Center I | ||||||
| 1 | 200 Airport Road | New Castle | DE | 19720 | $58,000 | Yes (X) |
| Fusco Properties LP | ||||||
| 2 | 200 Airport Road | New Castle | DE | 19720 | $75,000 | Yes (X) |
| Fusco Enterprises LP | ||||||
| 3 | 200 Airport Road | New Castle | DE | 19720 | $150,000 | Yes (X) |
| Metro Properties LLC | ||||||
| 4 | 200 Airport Road | New Castle | DE | 19720 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The foundation is making an election under Regulations section 53.4942(a)-3(d)(2) to apply $3,725 of the remaining qualifying distributions to the undistributed income remaining from 2011. | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STOCK BASIS COST CHANGE PER BROKER STMT | Description |
| Amount | $11 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY COMMISSION/FEES | $53,518 | $53,508 |
| CLERICAL FEES | $350 | |
| OTHER EXPENSE | $88 | |
| UNDERPAYMENT PENALTY/INTEREST | $73 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Morgan Stanley Mutual Fund Fee Credit | Desc |
| Revenue And Expenses Per Books | $89 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $89 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INTEREST RECEIVED | Description |
| Amount | $43 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| SECTION 4942 TAX | $1,118 |
| FRANCHISE TAX | $25 |
| EXCISE TAX | $7,649 |
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