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MAFFUCCI FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MAFFUCCI FAMILY FOUNDATION INC (EIN 20-3593487)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201423159349100622
Schema version
2013v3.0
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)
Return2014-11-11T12:03:44-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232932984PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARENTEBEARD LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1535 ROUTE 38 SUITE 400AddressLine1
CityCHERRY HILLCity
StateNJState
ZIP Code080022961ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203593487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAFFUCCI FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMAFFBusinessNameControlTxt
Phone8564243228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line134 PARTRIDGE LANEAddressLine1
CityCHERRY HILLCity
StateNJState
ZIP Code080031947ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL G MAFFUCCIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8564243228PhoneNum
Signature2014-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK L URIS CPAPreparerPersonNm
PTINP00106926PTIN
Phone8563308100PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$960,795FMVAssetsEOYAmt
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$31,443DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,443DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$52,292NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$475,481GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,292CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,449OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$864OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$85,184TotalRevAndExpnssAmt
Total Net Invst Incm$84,599TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$84InterestRevAndExpnssAmt
Interest Net Invst Incm$84InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,337TaxesRevAndExpnssAmt
Taxes Net Invst Incm$314TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,089OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,089OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,310TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,487TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,270TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,487TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,914ExcessRevenueOverExpensesAmt
Net Investment Income$72,112NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$180,792SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$135,186SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$135,186SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$671,830CorporateStockBOYAmt
Corporate Stock EOY$725,279CorporateStockEOYAmt
Corporate Stock EOYFMV$800,345CorporateStockEOYFMVAmt
Corporate Bonds BOY$19,100CorporateBondsBOYAmt
Corporate Bonds EOY$19,100CorporateBondsEOYAmt
Corporate Bonds EOYFMV$25,264CorporateBondsEOYFMVAmt
Total Assets BOY$871,722TotalAssetsBOYAmt
Total Assets EOY$879,565TotalAssetsEOYAmt
Total Assets EOYFMV$960,795TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$871,722RetainedEarningBOYAmt
Retained Earning EOY$879,565RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$871,722TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$879,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$871,722TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$879,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$871,722TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,914ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$884,636SubtotalAmt
Other Decreases$5,071OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$879,565TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - S/TP$266,304$261,146$5,158$5,158
PUBLICLY TRADED SECURITIES - L/TP$209,177$162,043$47,134$47,134
FieldValueIRS element (for citing)
Capital Gain Net Income$52,292CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$905,711NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041790DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,257AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$923,274NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040353DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$875,672NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.029120DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,675AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$779,430NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058601DistributionYr4Rt
Adjusted Qlfy Distri Yr5$46,548AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$954,045NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048790DistributionYr5Rt
Total Distribution0.218654TotalDistributionRt
Average Distribution0.043731AverageDistributionRt
Net Vl Noncharitable Assets$932,132NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,763AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$721NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,484AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,960QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$721InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$721SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$721TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$122TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJACK L URIS CPAIndividualWithBooksNm
Phone8563308100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PARENTEBEARD LLC 535 ROUTE 38 SUITEAddressLine1
Address Line2400AddressLine2
CityCHERRY HILLCity
StateNJState
ZIP Code08002ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL G MAFFUCCI
18 NOELLES LANEEAST HAMPTONNY11937PRESIDENT0.00$0$0$0
CHRISTOPHER V MAFFUCCI
34 PARTRIDGE LANECHERRY HILLNJ08033TREASURER0.00$0$0$0
CONSTANCE L MAFFUCCI
47 OAK RIDGE DRIVEVOORHEESNJ08043SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$805,275AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,052AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$946,327TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$946,327AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$932,132NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,607MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,607MinimumInvestmentReturnAmt
Tax Based On Investment Income$721TaxBasedOnInvestmentIncomeAmt
Total Tax$721TotalTaxAmt
Distributable Before Adj$45,886DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,886DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,886DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$53,960QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$721PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,239AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,886DistributableAsAdjustedAmt
Undistributed Income PY$40,254UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$53,960QualifyingDistributionsAmt
Applied To Year1$40,254AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,706AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$32,180UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER EAST HAMPTON EDUCATIONAL FOUNDATION
PO BOX 4175EAST HAMPTONNY11937NONEPUBLIC CHARITYEH SCHOOL SCIENCE & TECHNOLOGY UPGRADE INITIATIVE$23,760
INSTITUTE FOR JUSTICE
901 N GLEBE ROAD SUITE 900ARLINGTONVA22203NONEPUBLIC CHARITYRENEW CASTLE COALITION'S MAFFUCCI FELLOWSHIP TO AWARD A MONTHLY STIPEND TO UNDERGRADUATE INTERNS FOR 2013$28,500
KATYS COURAGE
PO BOX 1417EAST HAMPTONNY11937NONEPUBLIC CHARITYDONATION$200
PADDLERS FOR HUMANITY
PO BOX 2555EAST HAMPTONNY11937NONEPUBLIC CHARITYDONATION$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,960TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,443ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,449ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$52,292ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$85,184ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,184TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPARENTEBEARDCategoryTxt
Amt$4,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED TO FILE DUE TO 2006 REVISIONS TO THE NEW JERSEY CHARITABLE REGISTRATION ACT. SPECIFICALLY, ORGANIZATIONS THAT RECEIVE LESS THAN $10,001 IN GROSS ANNUAL CONTRIBUTIONS ARE NOT REQUIRED TO FILE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS #08992BondNm
EOY Book Value$19,100EOYBookValueAmt
EOYFMV$25,264EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS #08991$698,219$783,598
UBS #08992$27,060$16,663
MS #785-316827-301$0$84

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS ADJUSTMENT TO BASIS OF SECURITIES HELDDescription
Amount$5,071Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescUBS INVESTMENT MGMT FEESDesc
Revenue And Expenses Per Books$12,089RevenueAndExpensesPerBooksAmt
Net Investment Income$12,089NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FEDERAL TAX REFUND$585$0$585
UBS #08991 - OTHER MISC. INCOME$864$864$864

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX$1,023$0$0
FOREIGN TAXES (UBS #08991)$314$314$0

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