C JAY MOORHEAD FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- C JAY MOORHEAD FOUNDATION (EIN 26-4237776)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349102023
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T13:43:48-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDELL FARNWORTH & PUBINS CPA'SPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 727 UNION AVE | AddressLine1 |
| City | RIVERHEAD | City |
| State | NY | State |
| ZIP Code | 119011912 | 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 | 264237776 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C JAY MOORHEAD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CJAY | NameControl |
| Phone | 6313246258 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4267 | AddressLine1 |
| City | EAST HAMPTON | City |
| State | NY | State |
| ZIP Code | 11937 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID SADROFF ROBERT SIEGEL | Name |
| Title | CO TRUSTEES | Title |
| Phone | 6313246258 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT SKOZLAS CPA | Name |
| Phone | 6317225300 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| 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 | 1138587 | 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 | 17165 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17165 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 17165 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 41206 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 296400 | GrossSalesPrice |
| Total Revenue And Expenses | 58371 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17165 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 17165 | TotalAdjustedNetIncome |
| Other Expenses Rev And Expnss | 158 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 158 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 158 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 158 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 158 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 158 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 58213 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17007 | NetInvestmentIncome |
| Adjusted Net Income | 17165 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 315277 | CashEOY |
| Cash EOYFMV | 315277 | CashEOYFMV |
| Investments Corp Stock EOY | 538069 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 823310 | InvestmentsCorpStockEOYFMV |
| Total Assets EOY | 853346 | TotalAssetsEOY |
| Total Assets EOYFMV | 1138587 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings EOY | 853346 | RetainedEarningsEOY |
| Total Net Assets EOY | 853346 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 853346 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Of Revenue Over Expenses | 58213 | ExcessOfRevenueOverExpenses |
| Other Increases | 795133 | OtherIncreases |
| Subtotal | 853346 | Subtotal |
| Total Net Assets Fund Balances EOY | 853346 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling Letter | 2009-03-26 | DateOfRulingLetter |
| Investment Income Excise Tax | 340 | InvestmentIncomeExciseTax |
| Subtotal | 340 | Subtotal |
| Tax Based On Investment Income | 340 | TaxBasedOnInvestmentIncome |
| Tax Due | 340 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID SADROFF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6313246258 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4267 | AddressLine1 |
| City | EAST HAMPTON | City |
| State | NY | State |
| ZIP Code | 11937 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SADROFF | ||||||||
| PO BOX 4145 | EAST HAMPTON | NY | 11937 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| ROBERT SIEGEL | ||||||||
| PO BOX 2292 | EAST HAMPTON | NY | 11937 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 747444 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26273 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 773717 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 773717 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11606 | CashDeemedCharitable |
| Net Noncharitable Assets | 762111 | NetNoncharitableAssets |
| Minimum Investment Return | 38106 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 38106 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 340 | TaxBasedOnInvestmentIncome |
| Total Tax | 340 | TotalTax |
| Distributable Amount Before Adj | 37766 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 37766 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 37766 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Qualifying Distributions | 0 | QualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37766 | DistributableAmountAsAdjusted |
| Undistributed Income CY | 37766 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 25 | ExclusionCode |
| Exclusion | $17,165 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 34 | ExclusionCode |
| Exclusion | $41,206 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,371 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 58371 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| DAVID SADROFF |
| ROBERT SIEGEL |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (8 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 122 SHS AMERICAN ELECTRIC | 2011-04 | PURCHASE | 2011-12 | 5035 | 3697 | 1338 |
| 196 SHS BNY | 2011-04 | PURCHASE | 2011-12 | 3824 | 5377 | -1553 |
| 20 SHS CENTURYLINK | 2011-04 | PURCHASE | 2011-12 | 732 | 239 | 493 |
| 90 SHS COMCAST | 2011-04 | PURCHASE | 2011-12 | 2106 | 1211 | 895 |
| 60 SHS FRONTIER | 2011-04 | PURCHASE | 2011-12 | 285 | 439 | -154 |
| 7900 SHS GE | 2011-04 | PURCHASE | 2011-12 | 139986 | 143701 | -3715 |
| 235 SHS IBM | 2011-04 | PURCHASE | 2011-12 | 43169 | 19214 | 23955 |
| 1196 SHS EXXON | 2011-04 | PURCHASE | 2011-12 | 101263 | 81316 | 19947 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | JP MORGAN HOLDINGS | NameOfStock |
| EOY Book Value | 538069 | EOYBookValue |
| EOYFMV | 823310 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | 158 | 158 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRANSFER OF ASSETS | Description |
| Amount | $795,133 | Amount |