FURP.ORG / PUBLIC DATA EXPLORER

C JAY MOORHEAD FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
C JAY MOORHEAD FOUNDATION (EIN 26-4237776)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201341359349101189
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-15T11:37:28-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KANDELL FARNWORTH & PUBINS CPA'SPCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1727 UNION AVEAddressLine1
CityRIVERHEADCity
StateNYState
ZIP Code119011912ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN264237776EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1C JAY MOORHEAD FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCJAYNameControl
Phone6313243286Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4267AddressLine1
CityEAST HAMPTONCity
StateNYState
ZIP Code11937ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID SADROFF ROBERT SIEGELName
TitleCO TRUSTEESTitle
Phone6313243286Phone
Date Signed2013-05-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT SKOZLAS CPAName
Phone6317225300Phone
Date Prepared2013-05-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3200032FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss131InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm131InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm131InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss48783DividendsRevAndExpnss
Dividends Net Invst Incm48783DividendsNetInvstIncm
Dividends Adj Net Incm48783DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss159000NetGainSaleAssetsRevAndExpnss
Gross Sales Price2273121GrossSalesPrice
Capital Gain Net Incm Net Invst Incm5994CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses207914TotalRevenueAndExpenses
Total Net Investment Income54908TotalNetInvestmentIncome
Total Adjusted Net Income48914TotalAdjustedNetIncome
Legal Fees Rev And Expnss180LegalFeesRevAndExpnss
Legal Fees Net Invst Incm180LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss1135AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1135AccountingFeesNetInvstIncm
Taxes Rev And Expnss250TaxesRevAndExpnss
Taxes Net Invst Incm250TaxesNetInvstIncm
Printing And Pub Rev And Expnss402PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm402PrintingAndPubNetInvstIncm
Other Expenses Rev And Expnss109OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm109OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss2076TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2076TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss38000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps38000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss40076TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2076TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps38000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses167838ExcessOfRevenueOverExpenses
Net Investment Income52832NetInvestmentIncome
Adjusted Net Income48914AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY315277CashBOY
Cash EOY647506CashEOY
Cash EOYFMV647506CashEOYFMV
Investments Corp Stock BOY538069InvestmentsCorpStockBOY
Investments Corp Stock EOY2255752InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2552526InvestmentsCorpStockEOYFMV
Total Assets BOY853346TotalAssetsBOY
Total Assets EOY2903258TotalAssetsEOY
Total Assets EOYFMV3200032TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY853346RetainedEarningsBOY
Retained Earnings EOY2903258RetainedEarningsEOY
Total Net Assets BOY853346TotalNetAssetsBOY
Total Net Assets EOY2903258TotalNetAssetsEOY
Total Liabilities Net Assets BOY853346TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2903258TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY853346TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses167838ExcessOfRevenueOverExpenses
Other Increases1882414OtherIncreases
Subtotal2903598Subtotal
Other Decreases340OtherDecreases
Total Net Assets Fund Balances EOY2903258TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income5994CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Noncharitable Assets Year1762111NoncharitableAssetsYear1
Net Noncharitable Assets2861068NetNoncharitableAssets
One Percent Net Investment Income528OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One528AdjNonchrtblAssetsAndOnePct
Qualifying Distributions38000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Date Of Ruling Letter2009-03-26DateOfRulingLetter
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax528InvestmentIncomeExciseTax
Subtotal528Subtotal
Tax Based On Investment Income528TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment6PenaltyForUnderpayment
Tax Due534TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID SADROFFBooksInCareOfPersonName
Books In Care Of Phone Number6313243286BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4267AddressLine1
CityEAST HAMPTONCity
StateNYState
ZIP Code11937ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID SADROFF
PO BOX 4145EAST HAMPTONNY11937TRUSTEE5.00000
ROBERT SIEGEL
PO BOX 2292EAST HAMPTONNY11937TRUSTEE5.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2257132AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances647506AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2904638TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets2904638AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable43570CashDeemedCharitable
Net Noncharitable Assets2861068NetNoncharitableAssets
Minimum Investment Return143053MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return143053MinimumInvestmentReturn
Tax Based On Investment Income528TaxBasedOnInvestmentIncome
Total Tax528TotalTax
Distributable Amount Before Adj142525DistributableAmountBeforeAdj
Distributable Amount Before Ded142525DistributableAmountBeforeDed
Distributable Amount As Adjusted142525DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions38000ExpensesAndContributions
Qualifying Distributions38000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm528OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions37472AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted142525DistributableAmountAsAdjusted
Undistributed Income Prior Year37766UndistributedIncomePriorYear
Qualifying Distributions38000QualifyingDistributions
Applied To Year137766AppliedToYear1
Applied To Current Year234AppliedToCurrentYear
Undistributed Income CY142291UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
EAST END HOSPICE
481 RIVERHEAD ROADWESTHAMPTON BEACHNY11978501(C)(3)END OF LIFE CARE$10,000
THE LEUKEMIA SOCIETY
1311 MAMARONECK AVEWHITE PLAINSNY10605501(C)(3)MEDICAL RESEARCH$10,000
AMERICAN HEALTH ASSISTANCE
22512 GATEWAY CENTER DRCLARKSBURGMD20871501(C)(3)MEDICAL RESEARCH$10,000
WNET 13
825 EIGHT AVENUENEW YORKNY10019501(C)(3)EDUCATIONAL PROGRAM SERVICES$2,000
THE NY HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024501(C)(3)HISTORICAL PRESERVATION MUSEUM$2,000
THE MORGAN LIBRARY
225 MADISON AVENUENEW YORKNY10016501(C)(3)COLLECT & PRESERVE RARE ART WORKS$2,000
THE ACTORS FUND
729 7TH AVENUENEW YORKNY10019501(C)(3)HUMAN SERVICES FOR THE ARTS$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year38000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$131ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$48,783ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income159000RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$48,914ExclusionAmount
Related Or Exempt Function Income159000RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA207914TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,135Amount
Net Investment Income1135NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

DAVID SADROFF
ROBERT SIEGEL

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (7 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
REAL PROPERTY AS NOMINEE2008-10DONATION2012-022100000203762462376
CBS CORP2008-10PURCHASE2012-0513363311210251
IBM2008-10PURCHASE2012-051042794088063399
VERIZON2008-10PURCHASE2012-051018668323354
VIACOM2008-10PURCHASE2012-0520957796012997
MATTHEWS ASIA FD2012-01PURCHASE2012-111088210213669
BLACKROCK2012-01PURCHASE2012-0974607500-40

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockJP MORGAN HOLDINGSNameOfStock
EOY Book Value2255752EOYBookValue
EOYFMV2552526EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategory
Amount$180Amount
Net Investment Income180NetInvestmentIncome

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionPRIOR YEAR EXCISE FEEDescription
Amount$340Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
BANK FEES109109

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionTRANSFERS IN (NET OF GAINS)Description
Amount$1,882,414Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryNYS FEECategory
Amount$250Amount
Net Investment Income250NetInvestmentIncome