THE@FRANK AND BRENDA GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE@FRANK AND BRENDA GALLAGHER FAMILY FOUNDATION (EIN 76-0611575)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201242279349100544
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T14:01:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221974849 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLACKMAN GOODMAN & POTTER PA CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 PROSPECT STREET | AddressLine1 |
| City | RIDGEWOOD | City |
| State | NJ | State |
| ZIP Code | 07450 | 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 | 760611575 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK AND BRENDA GALLAGHER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 2012518011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 POWDERHORN ROAD | AddressLine1 |
| City | HO HO KUS | City |
| State | NJ | State |
| ZIP Code | 07423 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA J GALLAGHER | Name |
| Title | PRESIDENT | Title |
| Phone | 2012518011 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALBERT L POTTER | Name |
| PTIN | P00071634 | PTIN |
| Phone | 2014450500 | Phone |
| Date Prepared | 2012-08-13 | 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 | 791839 | 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 |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 21648 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21648 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12110 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1050344 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12110 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 33762 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33762 | 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 | 2550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2550 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4193 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4193 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1186 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 49 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 49 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7978 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6792 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70478 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6792 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 62500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -36716 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26970 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 58216 | CashBOY |
| Cash EOY | 7457 | CashEOY |
| Cash EOYFMV | 7457 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 42400 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30691 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30691 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 714082 | InvestmentsOtherBOY |
| Investments Other EOY | 739834 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 751150 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 2541 | OtherAssetsBOY |
| Other Assets EOY | 2541 | OtherAssetsEOY |
| Other Assets EOYFMV | 2541 | OtherAssetsEOYFMV |
| Total Assets BOY | 817239 | TotalAssetsBOY |
| Total Assets EOY | 780523 | TotalAssetsEOY |
| Total Assets EOYFMV | 791839 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1008000 | CapitalStockBOY |
| Capital Stock EOY | 1008000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -190761 | RetainedEarningsBOY |
| Retained Earnings EOY | -227477 | RetainedEarningsEOY |
| Total Net Assets BOY | 817239 | TotalNetAssetsBOY |
| Total Net Assets EOY | 780523 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 817239 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 780523 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 817239 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -36716 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 780523 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 780523 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SHORT TERM GAINS | P | 2011-01-01 | 2011-12-31 | 869859 | 869553 | 306 | 306 |
| LONG TERM GAINS | P | 2010-12-01 | 2011-12-31 | 175867 | 168681 | 7186 | 7186 |
| CAPITAL GAINS DIVIDENDS | P | 4618 | 4618 | 4618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12110 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41729 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 828448 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050370 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 38074 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 796307 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047813 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 39356 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 790171 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049807 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41310 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 844740 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048903 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 41348 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 805537 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051330 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248223 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049645 | AverageDistributionRatio |
| Net Noncharitable Assets | 803517 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 39891 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 270 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40161 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 62500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 270 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 270 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 270 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Overpayment | 330 | Overpayment |
| Amount Credited To Next Year | 330 | 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 | TX | StatesFiledWith |
| 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA GALLAGHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2012518011 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 POWDERHORN ROAD HOHOKUS NJ 07423 | AddressLine1 |
| City | HO HO KUS | City |
| State | NJ | State |
| ZIP Code | 07423 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK P GALLAGHER | ||||||||
| 9 POWDERHORN ROAD | HOHOKUS | NJ | 07423 | CHAIRMAN/SECRETARY | 0.00 | 0 | 0 | 0 |
| BRENDA J GALLAGHER | ||||||||
| 9 POWDERHORN ROAD | HOHOKUS | NJ | 07423 | PRESIDENT/TREASURER | 0.00 | 0 | 0 | 0 |
| KATHRYN E TAYLOR | ||||||||
| 9 POWDERHORN ROAD | HOHOKUS | NJ | 07423 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| LISA GALLAGHER WILLIAMSON | ||||||||
| 9 POWDERHORN ROAD | HOHOKUS | NJ | 07423 | TRUSTEE | 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 |
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 | 772576 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43177 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 815753 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 815753 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12236 | CashDeemedCharitable |
| Net Noncharitable Assets | 803517 | NetNoncharitableAssets |
| Minimum Investment Return | 40176 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40176 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 270 | TaxBasedOnInvestmentIncome |
| Total Tax | 270 | TotalTax |
| Distributable Amount Before Adj | 39906 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 39906 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 39906 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 62500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 62500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 270 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 62230 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39906 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2419 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 953 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 135 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 111 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1449 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5067 | TotalExcessDistriCarryover |
| Qualifying Distributions | 62500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 39906 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22594 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 27661 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 2419 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 25242 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 953 | ExcessFromYear4 |
| Excess From Year3 | 135 | ExcessFromYear3 |
| Excess From Year2 | 111 | ExcessFromYear2 |
| Excess From Year1 | 1449 | ExcessFromYear1 |
| Excess From Current Year | 22594 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CENTER FOR FOOD ACTION | ||||||
| 192A W DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PREVENTION OF HUNGER & HOMELESSNESS | $1,000 |
| CHILDREN'S AID & FAMILY SERVICES INC | ||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | NONE | PRESERVE, PROTECT & PROVIDE FAMILIES FOR VULNERABLE | $500 |
| COMMUNITY MEALS INC | ||||||
| 105 COTTAGE PLACE | RIDGEWOOD | NJ | 07450 | NONE | PROVIDE MEALS TO THOSE WHO ARE UNABLE TO SHOP OR COO | $2,500 |
| FOUNDATION FOR THE HANDICAPPED | ||||||
| 30 WOODBRIDGE TERRACE | WAYNE | NJ | 07470 | NONE | PROVIDE LONG-TERM EMPLOYMENT FOR DEVELOPMENTALLY DIS | $500 |
| SEARCH (HOUSE OF TINY TREASURES) | ||||||
| 2505 FANNIN | HOUSTON | TX | 77002 | NONE | ASSISTANCE TO HOMELESS MEN, WOMEN & CHILDREN | $3,000 |
| THE VALLEY HOSPITAL FOUNDATION | ||||||
| 223 NORTH VAN DIEN AVENUE | RIDGEWOOD | NJ | 07450 | NONE | SUPPORT TO VALLEY HOSPITAL & VALLEY HOME CARE | $5,000 |
| WEST BERGEN MENTAL HEALTHCARE | ||||||
| 120 CHESTNUT STREET | RIDGEWOOD | NJ | 07450 | NONE | TO PROVIDE COMPREHENSIVE MENTAL HEALTH SERVICES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,648 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,110 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $33,762 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33762 | 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 | ACCOUNTING FEES | Category |
| Amount | $2,550 | Amount |
| Net Investment Income | 2550 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TANGLEWOOD | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 739834 | BookValue |
| EOYFMV | 751150 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ASSETS | Description |
| BOY Book Value | 2541 | BOYBookValue |
| EOY Book Value | 2541 | EOYBookValue |
| EOYFMV | 2541 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSES | Description |
| Revenue And Expenses Per Books | 49 | RevenueAndExpensesPerBooks |
| Net Investment Income | 49 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $4,193 | Amount |
| Net Investment Income | 4193 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $1,186 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments