MAFFUCCI FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MAFFUCCI FAMILY FOUNDATION INC (EIN 20-3593487)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349100921
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T13:55:17-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 ROUTE 38 SUITE 400 | AddressLine1 |
| City | CHERRY HILL | City |
| State | NJ | State |
| ZIP Code | 080022961 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203593487 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAFFUCCI FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAFF | NameControl |
| Phone | 8564243228 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 PARTRIDGE LANE | AddressLine1 |
| City | CHERRY HILL | City |
| State | NJ | State |
| ZIP Code | 080031947 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL G MAFFUCCI | Name |
| Title | PRESIDENT | Title |
| Phone | 8564243228 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK L URIS CPA | Name |
| PTIN | P00106926 | PTIN |
| Phone | 8563308100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 858511 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 23428 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23428 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7569 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 394138 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7569 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 243 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 243 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 31240 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31240 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 702 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 102 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6862 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6862 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12064 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6964 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 49564 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6964 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18324 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24276 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 249 | CashBOY |
| Savings And Temp Cash Invst BOY | 166279 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 84990 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 84990 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 767368 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 857787 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 750368 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 46305 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 19100 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 23153 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 980201 | TotalAssetsBOY |
| Total Assets EOY | 961877 | TotalAssetsEOY |
| Total Assets EOYFMV | 858511 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 980201 | RetainedEarningsBOY |
| Retained Earnings EOY | 961877 | RetainedEarningsEOY |
| Total Net Assets BOY | 980201 | TotalNetAssetsBOY |
| Total Net Assets EOY | 961877 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 980201 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 961877 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 980201 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18324 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 961877 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 961877 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| SHORT TERM G/L | 326304 | 334791 | -8487 | -8487 |
| LONG TERM G/L | 67834 | 51778 | 16056 | 16056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7569 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 875672 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.029120 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45675 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 779430 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058601 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46548 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 954045 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048790 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1150169 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053036 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1062228 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.189547 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037909 | AverageDistributionRatio |
| Net Noncharitable Assets | 923274 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35000 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 243 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 35243 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 243 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 243 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 828 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 828 | TotalCreditsAndPayments |
| Overpayment | 585 | Overpayment |
| Amount Credited To Next Year | 585 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JACK L URIS CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8563308100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PARENTEBEARD LLC 535 ROUTE 38 SUITE | AddressLine1 |
| Address Line2 | 400 | AddressLine2 |
| City | CHERRY HILL | City |
| State | NJ | State |
| ZIP Code | 08002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL G MAFFUCCI | ||||||||
| 18 NOELLES LANE | EAST HAMPTON | NY | 11937 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| CHRISTOPHER V MAFFUCCI | ||||||||
| 34 PARTRIDGE LANE | CHERRY HILL | NJ | 08033 | TREASURER | 0.00 | 0 | 0 | 0 |
| CONSTANCE L MAFFUCCI | ||||||||
| 161 BRASSINGTON DRIVE | DEBARY | FL | 32713 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 825304 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 112030 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 937334 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 937334 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14060 | CashDeemedCharitable |
| Net Noncharitable Assets | 923274 | NetNoncharitableAssets |
| Minimum Investment Return | 46164 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46164 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Total Tax | 243 | TotalTax |
| Distributable Amount Before Adj | 45921 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45921 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45921 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 243 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37257 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45921 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 24820 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37500 | QualifyingDistributions |
| Applied To Year1 | 24820 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12680 | AppliedToCurrentYear |
| 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 33241 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GREATER EAST HAMPTON EDUCATIONAL FOUNDATION | |||||||
| 4 LONG LANE | EAST HAMPTON | NY | 11937 | NONE | PUBLIC CHARITY | SUPPORT THE GENERAL FUND | $10,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | RENEW CASTLE COALITION STIPEND TO UNDERGRAD INTERNS | $20,000 |
| LUNGEVITY | |||||||
| 435 NORTH LASALLE STREET SUITE 310 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | KEY SPONSOR OF SJ WALK/RUN FOR LIFE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,428 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $243 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,569 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $31,240 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31240 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PARENTEBEARD | Category |
| Amount | $4,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT 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. | Statement |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | UBS #08992 | NameOfBond |
| EOY Book Value | 19100 | EOYBookValue |
| EOYFMV | 23153 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| UBS #08991 | 408927 | 424882 |
| UBS #08992 | 448860 | 325486 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBS INVESTMENT MGMT FEES | Description |
| Revenue And Expenses Per Books | 6862 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6862 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBS #08991 - OTHER MISC. INCOME | Description |
| Revenue And Expenses Per Books | 243 | RevenueAndExpensesPerBooks |
| Net Investment Income | 243 | NetInvestmentIncome |
| Adjusted Net Income | 243 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAXES | $600 | 0 | 0 |
| FOREIGN TAXES (UBS #08991) | $102 | 102 | 0 |
Comments