ANTHONY AND CATHERINE FUSCO FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY AND CATHERINE FUSCO FOUNDATION (EIN 82-0576303)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201333189349100303
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T07:28:47-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820576303 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Anthony & Catherine Fusco Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOSEPHINE VASSALLO | InCareOfName |
| Name Control | ANTH | NameControl |
| Phone | 3023286251 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anthony Fusco | Name |
| Title | President | Title |
| Phone | 3023286251 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas J Shopa | Name |
| Phone | 3026565500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3503086 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 215000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 155273 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 155273 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 77309 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1182797 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 77309 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 713 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 263 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 448295 | TotalRevenueAndExpenses |
| Total Net Investment Income | 232845 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 5250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2625 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 691 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 48092 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 47782 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 54033 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 50407 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 93640 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 93640 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 147673 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 50407 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 93640 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 300622 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 182438 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 46526 | CashBOY |
| Cash EOY | 47092 | CashEOY |
| Cash EOYFMV | 47092 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 217834 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 168512 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 168512 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1892381 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2208436 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2446243 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 782905 | InvestmentsOtherBOY |
| Investments Other EOY | 805877 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 841239 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2939646 | TotalAssetsBOY |
| Total Assets EOY | 3229917 | TotalAssetsEOY |
| Total Assets EOYFMV | 3503086 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2939646 | RetainedEarningsBOY |
| Retained Earnings EOY | 3229917 | RetainedEarningsEOY |
| Total Net Assets BOY | 2939646 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3229917 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2939646 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3229917 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2939646 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 300622 | ExcessOfRevenueOverExpenses |
| Subtotal | 3240268 | Subtotal |
| Other Decreases | 10351 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3229917 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| MORGAN STANLEY # 105557 07/01/12 - 12/31/12 | P | 2012-12-31 | 39232 | 32303 | 6929 | 6929 |
| MORGAN STANLEY # 105557 07/01/12 - 12/31/12 | P | 2012-12-31 | 161776 | 150001 | 11775 | 11775 |
| MORGAN STANLEY # 105557 01/01/13 - 06/30/13 | P | 2013-06-30 | 12758 | 22134 | -9376 | -9376 |
| MORGAN STANLEY # 105557 01/01/13 - 06/30/13 | P | 2013-06-30 | 126420 | 89824 | 36596 | 36596 |
| MORGAN STANLEY # 106277 07/01/12 - 12/31/12 | D | 2012-12-31 | 1307 | 1157 | 150 | 150 |
| MORGAN STANLEY # 106277 07/01/12 - 12/31/12 | P | 2012-12-31 | 60764 | 75027 | -14263 | -14263 |
| MORGAN STANLEY # 106277 01/01/13 - 06/30/13 | D | 2013-06-30 | 15392 | 14653 | 739 | 739 |
| MORGAN STANLEY # 106277 01/01/13 - 06/30/13 | P | 2013-06-30 | 287739 | 271526 | 16213 | 16213 |
| MORGAN STANLEY # 107058 07/01/12 - 12/31/12 | P | 2012-12-31 | 53362 | 53822 | -460 | -460 |
| MORGAN STANLEY # 107058 07/01/12 - 12/31/12 | P | 2012-12-31 | 158043 | 154564 | 3479 | 3479 |
| MORGAN STANLEY # 107058 01/01/13 - 06/30/13 | P | 2013-06-30 | 121636 | 117262 | 4374 | 4374 |
| MORGAN STANLEY # 107058 01/01/13 - 06/30/13 | P | 2013-06-30 | 134475 | 123215 | 11260 | 11260 |
| CAPITAL GAIN DIVIDENDS | P | 9893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 77309 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 107220 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2788499 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038451 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 108100 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2070057 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052221 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 112630 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2452933 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045916 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 146699 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2087143 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070287 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 165205 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2938432 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056222 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.263097 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052619 | AverageDistributionRatio |
| Net Noncharitable Assets | 3251550 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 171093 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1824 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 172917 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 93640 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3649 | InvestmentIncomeExciseTax |
| Subtotal | 3649 | Subtotal |
| Tax Based On Investment Income | 3649 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 66 | PenaltyForUnderpayment |
| Tax Due | 3715 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE VASSALLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3023286251 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Anthony N Fusco | ||||||||
| 200 Airport Road | New Castle | DE | 19720 | President | 0 | 0 | 0 | 0 |
| Josephine R Vassallo | ||||||||
| 200 Airport Road | New Castle | DE | 19720 | Treasurer/Secretary | 0 | 0 | 0 | 0 |
| Anthony N Fusco Jr | ||||||||
| 200 Airport Road | New Castle | DE | 19720 | Vice President | 0 | 0 | 0 | 0 |
| Cheryl A Staffieri | ||||||||
| 200 Airport Road | New Castle | DE | 19720 | Vice President | 0 | 0 | 0 | 0 |
| Frank J Vassallo III | ||||||||
| 200 Airport Road | New Castle | DE | 19720 | Vice President | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3095109 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 205957 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3301066 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3301066 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 49516 | CashDeemedCharitable |
| Net Noncharitable Assets | 3251550 | NetNoncharitableAssets |
| Minimum Investment Return | 162578 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 162578 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3649 | TaxBasedOnInvestmentIncome |
| Total Tax | 3649 | TotalTax |
| Distributable Amount Before Adj | 158929 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 158929 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 158929 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 93640 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 93640 | QualifyingDistributions |
| Adj Qualifying Distributions | 93640 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 158929 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 97365 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 93640 | QualifyingDistributions |
| Applied To Year1 | 93640 | AppliedToYear1 |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Taxable Amount2 | 3725 | TaxableAmount2 |
| Undistributed Income CY | 158929 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| PO Box 78851 | Phoenix | AZ | 85062 | None | 509(a)1 | Build healthier lives free of cardiovascular disease and stroke | $200 |
| Boys and Girls Club of Delaware | |||||||
| 669 S Union Street | Wilmington | DE | 19805 | None | 509(a)1 | 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. | $200 |
| Delaware Art Museum | |||||||
| 2301 Kentmere Parkway | Wilmington | DE | 19806 | None | 509(a)2 | 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. | $12,000 |
| Delaware Community Foundation | |||||||
| PO Box 1636 | Wilmington | DE | 19899 | None | 509(a)1 | TO MAKE DELAWARE A BETTER PLACE TO LIVE AND WORK | $1,000 |
| Delaware Hospice | |||||||
| 3515 Silverside Road | Wilmington | DE | 19803 | None | 509(a)2 | 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 | 509(a)1 | Religious | $500 |
| Habitat for Humanity | |||||||
| 1920 Hutton Street | Wilmington | DE | 19802 | None | 509(a)1 | 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 | 509(a)2 | 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. | $500 |
| Leukemia & Lymphoma Society | |||||||
| PO Box 9031 | Pittsfield | MA | 01202 | None | 509(a)1 | Cure leukemia, lymphoma, Hodgkins disease and myeloma, and improve the quality of life of patients and their fam | $200 |
| Mary Campbell Center | |||||||
| 4641 Weldin Road | Wilmington | DE | 19803 | None | 509(A)2 | HIGH QUALITY RESIDENT CARE AND SERVICES TO CHILDREN AND YOUNG ADULTS WITH DISABILITIES | $1,000 |
| Memorial Sloan Kettering | |||||||
| PO Box 7247-0260 | Phiiladelphia | PA | 17170 | None | 509(a)1 | 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 | 509(a)1 | TO PROVIDE HOUSING, MEALS, JOB PLACEMENT, & TRAINING | $500 |
| National Alopecia Areate Foundation | |||||||
| 14 Mitchell Blvd | San Rafael | CA | 94903 | None | 509(a)1 | Fund medical research to find a cure or acceptable treatment, support those with the disease, and educate the public about alopecia areata. | $200 |
| Nativity Prep School of Wilmington | |||||||
| 1515 Linden Street | Wilmington | DE | 19805 | None | 509(a)1 | Scholarship Fund | $200 |
| Nemours Childrens Hospital | |||||||
| 1600 Rockland Road | Wilmington | DE | 19803 | None | 509(a)1 | Provide new winter coats to children who live in need | $500 |
| Padua Academy | |||||||
| 905 N Broom Street | Wilmington | DE | 19806 | None | 509(a)3 | Scholarship Fund | $10,300 |
| Salesianum School | |||||||
| 1801 N Broom Street | Wilmington | DE | 19802 | None | 509(a)1 | Scholarship Fund | $22,900 |
| St Anthony's Church | |||||||
| 901 N Dupont Street | Wilmington | DE | 19805 | None | 509(a)1 | Religious organization | $2,000 |
| Starlight Children's Foundation | |||||||
| 2020 K Street NW Suite 600 | Washington | DC | 20006 | None | 509(a)1 | Over the past 30 years, Starlight has become a leading global charity that partners with experts to improve the life and health of kids and families around the world. collaborating with innovators in pediatric healthcare, entertainment and technology, Starlight provides a unique blend of family-centered programs and services from hospital to home | $500 |
| Rotary Club of Wilmington | |||||||
| 1013 Centre Road Ste 220 | Wilmington | DE | 19805 | None | 509(a)1 | PROMOTE & COORDINATE PROGRAMS OF ROTARY INTERNATIONAL | $2,000 |
| Urban Promises | |||||||
| 2401 Thatcher Street | Wilmington | DE | 19802 | None | 509(a)1 | 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 | 509(a)1 | Scholarship Fund | $17,340 |
| National Multiple Sclerosis Society | |||||||
| PO Box 4527 | New York | NY | 10163 | None | 509(a)1 | 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 | 509(a)2 | 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 | 509(a)2 | FOSTER EDUCATIONAL, SPIRITUAL AND PHYSICAL ENRICHMENT TO YOUTH AND FAMILIES THROUGH FACILITIES AND PROGRAMS. | $10,000 |
| Ronald McDonald House | |||||||
| 1901 Rockland Road | Wilmington | DE | 19803 | NONE | 509(a)1 | 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 | $1,600 |
| Special Olympics | |||||||
| 619 S College Avenue | Newark | DE | 19716 | NONE | 509(a)1 | ATHLETIC COMPETITION FOR THE INTELLECTUALLY DISABLED | $500 |
| West End Neighborhood House | |||||||
| 710 N Lincoln Street | Wilmington | DE | 19805 | NONE | 509(a)2 | TO ASSIST INDIVIDUALS IN ACHIEVINGING SELF-SUFFICIENCY, REACH AND MAINTAIN THEIR POTENTIAL, AND LIVE RESPONSIBLY AND HARMONIOUSLY IN A COMPLEX WORLD | $100 |
| Cumberland College | |||||||
| PO Box 1500 | Vineland | NJ | 08362 | none | 509(a)1 | To provide scholarships to students to attend Cumberland college | $100 |
| American Diabetes Foundation | |||||||
| 1701 North Beauregard Street | Alexandria | VA | 22311 | None | 509(a)1 | 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 | 509(a)1 | 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 | $200 |
| Help Me See | |||||||
| 20 W 36th Street Suite 701 | New York | NY | 10018 | None | 509(a)1 | HelpMeSee is a global campaign to eliminate cataract blindness. | $200 |
| Jill's House | |||||||
| 751 E Tamarack Tri | Bloomington | IN | 47408 | None | 509(a)2 | 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 | 509(a)1 | 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 |
| March of Dimes | |||||||
| 1275 Mamaroneck Ave | White Plains | NY | 10605 | None | 509(a)1 | With the success of the Salk vaccine in the mid 1950s, the March of Dimes turned its focus on birth defects, low birth weight and infant death. Over the past 68 years, March of Dimes' cutting edge research and innovative programs have saved millions of babies from death or disability. | $500 |
| NAMI Delaware | |||||||
| 2400 W 4th Street | Wilmington | DE | 19805 | None | 509(a)1 | NAMI is the National Alliance on Mental Illness, the nations largest grassroots mental health organization dedicated to building better lives for the millions of Americans affected by mental illness. NAMI advocates for access to services, treatment, supports and research and is steadfast in its commitment to raise awareness and build a community for hope for all of those in need. | $200 |
| Special Operations Warrior | |||||||
| PO Box 13483 | Tampa | FL | 33681 | None | 509(a)1 | 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. | $200 |
| St Anthony's Grade School | |||||||
| 1715 W 9th Street | Wilmington | DE | 19805 | None | 509(a)1 | Educational | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 93640 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $155,273 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $263 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $77,309 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSEMENT-2011 FORM 4720 TRANSACTIONS | Description |
| Exclusion Code | 13 | ExclusionCode |
| Exclusion | $450 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $233,295 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 233295 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Churchman's Road Shopping Center I | 200 Airport Road | New Castle | DE | 19720 | 50000 | X |
| 2 | Fusco Properties LP | 200 Airport Road | New Castle | DE | 19720 | 75000 | X |
| 3 | Fusco Enterprises LP | 200 Airport Road | New Castle | DE | 19720 | 75000 | X |
| 4 | Metro Properties LLC | 200 Airport Road | New Castle | DE | 19720 | 13000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,250 | Amount |
| Net Investment Income | 2625 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STOCK BASIS COST CHANGE PER BROKER STMT | Description |
| Amount | $10,351 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MORGAN STANLEY COMMISSION/FEES | 47782 | 47782 |
| CLERICAL FEES | 250 | |
| OTHER EXPENSE | 60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Morgan Stanley Mutual Fund Fee Credit | 263 | 263 |
| Reimbursement(2011 Form4720 transaction) | 450 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FOREIGN TAX | $7 |
| FRANCHISE TAX | $30 |
| EXCISE TAX | $654 |
Comments