THE JOSE M GARCIA FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSE M GARCIA FOUNDATION INC (EIN 22-3369956)
- Tax period
- 2010-11-01 to 2011-10-31
- Filed
- 2012-09-13
- IRS object ID
- 201222579349100307
- Schema version
- 2010v3.4
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-13T14:57:21-05:00 | Timestamp |
| Tax Period End Date | 2011-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI QUACKENBUSH SWIFT & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH DEAN STREET - SUITE 5 | AddressLine1 |
| City | ENGLEWOOD | City |
| State | NJ | State |
| ZIP Code | 07631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223369956 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSE M GARCIA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 2018912112 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 FRANKLIN LAKES ROAD | AddressLine1 |
| City | FRANKLIN LAKES | City |
| State | NJ | State |
| ZIP Code | 07417 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GORDON D MEYER | Name |
| Title | TRUSTEE | Title |
| Phone | 2018912112 | Phone |
| Date Signed | 2012-09-12 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2015674100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 8648274 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 34103 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34103 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 34103 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 252417 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 252417 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 252417 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 184307 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 23018 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 202363 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23018 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 93115 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 71000 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 93115 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 402653 | TotalRevenueAndExpenses |
| Total Net Investment Income | 380538 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 379635 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 60000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 6000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 12000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 14082 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1549 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14678 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9541 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 29072 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6881 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 21996 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 30048 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 24946 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 46972 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 46972 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 47419 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 40644 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 242271 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 125443 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 45086 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 358000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 358000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 600271 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 125443 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 403086 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -197618 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 255095 | NetInvestmentIncome |
| Adjusted Net Income | 379635 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 31889 | CashBOY |
| Cash EOY | -27872 | CashEOY |
| Cash EOYFMV | -27872 | CashEOYFMV |
| Other Notes And Loans Receivable | 856255 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 908543 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 856255 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 856255 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 3461200 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3310325 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4342347 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 569904 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 465624 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 522056 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 2094096 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 164579 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 1971573 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 1929517 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 2761000 | InvestmentsLandEtcEOYFMV |
| Investments Mortgage Loans BOY | 207033 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 189697 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 189697 | InvestmentsMortgageLoansEOYFMV |
| Other Assets BOY | 3876 | OtherAssetsBOY |
| Other Assets EOY | 4791 | OtherAssetsEOY |
| Other Assets EOYFMV | 4791 | OtherAssetsEOYFMV |
| Total Assets BOY | 7154018 | TotalAssetsBOY |
| Total Assets EOY | 6728337 | TotalAssetsEOY |
| Total Assets EOYFMV | 8648274 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 6056 | AccountsPayableBOY |
| Accounts Payable EOY | 11228 | AccountsPayableEOY |
| Deferred Revenue EOY | 3425 | DeferredRevenueEOY |
| Mortgages And Notes Payable BOY | 188738 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 124419 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 31279 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 7294 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 226073 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 146366 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Temporarily Restricted BOY | 6927945 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 6581971 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 6927945 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6581971 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7154018 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6728337 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6927945 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -197618 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6730327 | Subtotal |
| Other Decreases | 148356 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6581971 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CHARLES SCHWAB | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 202363 | GrossSalesPrice |
| Cost Or Other Basis | 179345 | CostOrOtherBasis |
| Gain Or Loss | 23018 | GainOrLoss |
| Gains Minus Excess Or Losses | 23018 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23018 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 23018 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5102 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5102 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5102 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8393 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1500 | TaxPaidWithExtension |
| Total Credits And Payments | 9893 | TotalCreditsAndPayments |
| Overpayment | 4791 | Overpayment |
| Amount Credited To Next Year | 4791 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | 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 | WWW.GARCIAFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2018912112 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 FRANKLIN LAKES ROAD | AddressLine1 |
| City | FRANKLIN LAKES | City |
| State | NJ | State |
| ZIP Code | 07417 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| GORDON D MEYER | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | VICE PRESIDENT | 2.50 | 12000 | 0 | 0 |
| DONALD H QUINN | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | PRESIDENT | 2.50 | 12000 | 0 | 0 |
| LAURA FIGUEROA | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | SECRETARY/TREASURER | 1.50 | 12000 | 0 | 0 |
| JORGE COROMINAL | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | ASSISTANT SECRETARY | 0.50 | 12000 | 0 | 0 |
| ELLA GLOVER | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | VICE PRESIDENT | 0.50 | 12000 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 917746 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 34324 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 7814730 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8766800 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8766800 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 131502 | CashDeemedCharitable |
| Net Noncharitable Assets | 8635298 | NetNoncharitableAssets |
| Minimum Investment Return | 431765 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 431765 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5102 | TaxBasedOnInvestmentIncome |
| Total Tax | 5102 | TotalTax |
| Distributable Amount Before Adj | 426663 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 426663 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 426663 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 403086 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 403086 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 403086 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 426663 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 356959 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 403086 | QualifyingDistributions |
| Applied To Year1 | 356959 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 46127 | 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 | 380536 | 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 |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DONALD QUINN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 FRANKLIN LAKES ROAD | AddressLine1 |
| City | FRANKLIN LAKES | City |
| State | NJ | State |
| ZIP Code | 07417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2018912112 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER INDICATING PRIMARY USE OF FUNDS AND BACKGROUND INFORMATION. | FormAndInfoAndMaterials |
| Submission Deadlines | BY OCTOBER 31ST | SubmissionDeadlines |
| Restrictions On Awards | NONE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF PATERSON & PASSAIC | |||||||
| 264 21ST AVENUE | PATERSON | NJ | 07501 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $18,109 |
| CHRISTIAN HEALTH CARE CENTER FOUNDATION | |||||||
| 301 SICOMAC AVENUE | WYCKOFF | NJ | 07481 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| DOUBLE HARVEST | |||||||
| 55 SOUTH MAIN STREET | OBERLIN | OH | 44074 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $14,488 |
| EASTERN CHRISTIAN CHILDREN'S RETREAT | |||||||
| 700 MOUNTAIN AVENUE | WYCKOFF | NJ | 07481 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $18,331 |
| MASONIC CHARITY FOUNDATION OF NEW JERSEY | |||||||
| 902 JACKSONVILLE ROAD | BURLINGTON | NJ | 08016 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $35,800 |
| SOUTH EAST ASIA PRAYER CENTER | |||||||
| PO BOX 127 | OAKMONT | PA | 15139 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $36,000 |
| THE ROSICRUCIAN ORDER AMORC | |||||||
| 1324 NAGLEE AVENUE | SAN JOSE | CA | 95191 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $71,600 |
| UNITY SCHOOL OF CHRISTIANITY | |||||||
| 1901 N W BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $143,200 |
| CAMP YDP | |||||||
| 13-15 NORTH FIRST STREET | PATERSON | NJ | 07522 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $11,600 |
| COMMUNITY MEALS INC CO CHRIST CHURCH | |||||||
| 105 COTTAGE PLACE | RIDGEWOOD | NJ | 07450 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $3,622 |
| PROVIDENCE HOSPICE OF SEATTLE FOUNDATION | |||||||
| 425 PONTIUS AVENUE N SUITE 300 | SEATTLE | WA | 98109 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 358000 | 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 | $34,103 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $184,307 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $71,000 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,018 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $22,115 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $334,543 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 334543 | 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) |
|---|---|---|
| Amount | $14,678 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 9541 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION RECEIVED FROM THE IRS A NOTICE OF DENIAL OF THEIR REQUEST FOR AN ADDITIONAL 3-MONTH EXTENSION DUE TO THE FACT THAT THE EXPLANATION FOR ADDITIONAL TIME WAS ERRONEOULSY LEFT OFF OF LINE 7 OF FORM 8868. AT THE TIME THE RETURN WAS DUE, JUNE 15, 2012, THE ORGANIZATION WAS STILL WAITING ON THE AUDITED FIGURES FROM THEIR SUBSIDIARY, BROOKVIEW GARDENS, INC., WHICH WAS NEEDED IN ORDER TO COMPLETE THE RETURN. THE ORGANIZATION REQUESTS THAT ANY PENALTIES ASSESSED FOR THIS ERROR BE ABATED. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 465624 | EOYBookValue |
| EOYFMV | 522056 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 3310325 | EOYBookValue |
| EOYFMV | 4342347 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $14,082 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1549 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID EXPENSES | Description |
| BOY Book Value | 3876 | BOYBookValue |
| EOY Book Value | 4791 | EOYBookValue |
| EOYFMV | 4791 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $148,356 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PROPERTY EXPENSES | 40644 | 40644 | 0 | 0 |
| MISCELLANEOUS EXPENSES | 6775 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| NOTES REC.-INTEREST INCOME | 71000 | 71000 | 71000 |
| MISCELLANEOUS INCOME | 22115 | 22115 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| EXCISE TAX PAYABLE | 30004 | 5269 |
| SECURITY DEPOSITS | 1275 | 2025 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| $21,996 | 0 | 0 | 21996 |
| $7,076 | 6881 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| REAL ESTATE TAXES - RENTED PROPERTY | $24,946 | 24946 | 0 | 0 |
| FEDERAL TAX EXPENSE | $5,102 | 0 | 0 | 0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
From Controlled Entity FromControlledEntity
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKVIEW GARDENS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 FRANKLIN LAKES ROAD | AddressLine1 |
| City | FRANKLIN LAKES | City |
| State | NJ | State |
| ZIP Code | 07417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221460289 | EIN |
| Description | FY 2010 DIVIDEND DISTRIBUTION | Description |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comments