THE JOSE M GARCIA FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSE M GARCIA FOUNDATION INC (EIN 22-3369956)
- Tax period
- 2009-11-01 to 2010-10-31
- Filed
- 2011-09-14
- IRS object ID
- 201122579349100507
- Schema version
- 2009v1.7
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2011-09-14T16:08:14-05:00 | Timestamp |
| Tax Period End Date | 2010-10-31 | 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 | 2009-11-01 | 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 | DONALD QUINN | Name |
| Title | TRUSTEE | Title |
| Phone | 2018912112 | Phone |
| Date Signed | 2011-09-13 | 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 | 2009 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8879312 | 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 | 126360 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 126360 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 126360 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 192390 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 192390 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 192390 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 170770 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -2185 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 181441 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 246669 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 246669 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 246669 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 563234 | TotalRevenueAndExpenses |
| Total Net Investment Income | 565419 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 565419 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 39547 | 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 | 21496 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2316 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14785 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9600 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12120 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7002 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2570 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 27998 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 18383 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 44990 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 44990 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 10779 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8311 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 171715 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 84686 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 26486 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 390000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 390000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 561715 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 84686 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 416486 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1519 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 480733 | NetInvestmentIncome |
| Adjusted Net Income | 565419 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 74848 | CashBOY |
| Cash EOY | 31889 | CashEOY |
| Cash EOYFMV | 31889 | CashEOYFMV |
| Other Notes And Loans Receivable | 908543 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 957671 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 908543 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 908543 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 118577 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3711963 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3461200 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4333589 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 559288 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 569904 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 633382 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 2089180 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 117607 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 1098899 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 1971573 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 2761000 | InvestmentsLandEtcEOYFMV |
| Investments Mortgage Loans BOY | 223201 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 207033 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 207033 | InvestmentsMortgageLoansEOYFMV |
| Other Assets BOY | 255415 | OtherAssetsBOY |
| Other Assets EOY | 3876 | OtherAssetsEOY |
| Other Assets EOYFMV | 3876 | OtherAssetsEOYFMV |
| Total Assets BOY | 6999862 | TotalAssetsBOY |
| Total Assets EOY | 7154018 | TotalAssetsEOY |
| Total Assets EOYFMV | 8879312 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 15000 | AccountsPayableBOY |
| Accounts Payable EOY | 7331 | AccountsPayableEOY |
| Mortgages And Notes Payable EOY | 188738 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 49679 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 30004 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 64679 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 226073 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Temporarily Restricted BOY | 6935183 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 6927945 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 6935183 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6927945 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6999862 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7154018 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6935183 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1519 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6936702 | Subtotal |
| Other Decreases | 8757 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6927945 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CHARLES SCHWAB INVESTMENTS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 181441 | GrossSalesPrice |
| Cost Or Other Basis | 183626 | CostOrOtherBasis |
| Gain Or Loss | -2185 | GainOrLoss |
| Gains Minus Excess Or Losses | -2185 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2185 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2185 | 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 | 9615 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 9615 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 9615 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8519 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 13519 | TotalCreditsAndPayments |
| Penalty For Underpayment | 28 | PenaltyForUnderpayment |
| Overpayment | 3876 | Overpayment |
| Amount Credited To Next Year | 3876 | 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 | 1 | 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 |
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 | 0 | 0 | 0 |
| DONALD H QUINN | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | PRESIDENT | 2.50 | 0 | 0 | 0 |
| LAURA FIGUEROA | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | SECRETARY/TREASURER | 1.50 | 0 | 0 | 0 |
| JORGE COROMINAL | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | ASSISTANT SECRETARY | 0.50 | 0 | 0 | 0 |
| ELLA GLOVER | |||||||||
| C/O THE FOUNDATION 851 FRANKLIN | LAKES ROAD | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 0.50 | 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 | 989658 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13966 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6826889 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7830513 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7830513 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 117458 | CashDeemedCharitable |
| Net Noncharitable Assets | 7713055 | NetNoncharitableAssets |
| Minimum Investment Return | 385653 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 385653 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9615 | TaxBasedOnInvestmentIncome |
| Total Tax | 9615 | TotalTax |
| Distributable Amount Before Adj | 376038 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 376038 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 376038 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 416486 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 416486 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 416486 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 376038 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 397407 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 416486 | QualifyingDistributions |
| Applied To Year1 | 397407 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19079 | 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 | 356959 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DOUBLE HARVEST | |||||||
| 55 SOUTH MAIN STREET | OBERLIN | OH | 44074 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $20,876 |
| CHRISTIAN HEALTH CARE CENTER FOUNDATION | |||||||
| 301 SICOMAC AVENUE | WYCKOFF | NJ | 07481 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| COMMUNITY MEALS INC CO CHRIST CHURCH | |||||||
| 105 COTTAGE PLACE | RIDGEWOOD | NJ | 07450 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| EASTERN CHRISTIAN CHILDREN'S RETREAT | |||||||
| 700 MOUNTAIN AVENUE | WYCKOFF | NJ | 07481 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $23,624 |
| SOUTH EAST ASIA PRAYER CENTER | |||||||
| PO BOX 127 | OAKMONT | PA | 15139 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $37,500 |
| UNITY SCHOOL OF CHRISTIANITY | |||||||
| 1901 N W BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $156,000 |
| THE ROSICRUCIAN ORDER AMORC | |||||||
| 1324 NAGLEE AVENUE | SAN JOSE | CA | 95191 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $78,000 |
| MASONIC CHARITY FOUNDATION OF NEW JERSEY | |||||||
| 902 JACKSONVILLE ROAD | BURLINGTON | NJ | 08016 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $39,000 |
| BOYS & GIRLS CLUB OF PATERSON & PASSAIC | |||||||
| 264 21ST AVENUE | PATERSON | NJ | 07501 | N/A | OTHER PUBLIC CHARITY | GENERAL OPERATING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 390000 | 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 | $126,360 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $170,770 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $246,669 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2,185 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $541,614 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 541614 | 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 | $14,785 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 9600 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 569904 | EOYBookValue |
| EOYFMV | 633382 | 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 | 3461200 | EOYBookValue |
| EOYFMV | 4333589 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $21,496 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2316 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| RECEIVABLE FROM ESTATE | 250000 | 0 | 0 |
| PREPAID EXPENSES | 5415 | 3876 | 3876 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $8,757 | 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 | 8311 | 8311 | 0 | 0 |
| MISCELLANEOUS EXPENSES | 2468 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| GARCIA ESTATE | 45982 | 45982 | 45982 |
| DIVIDEND INCOME FROM BROOKVIEW GARDENS, INC. | 200687 | 200687 | 200687 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| TRUSTEE FEES PAYABLE | 20453 | 0 |
| EXCISE TAX PAYABLE | 29226 | 30004 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| $7,002 | 7002 | 0 | 0 |
| $5,118 | 0 | 0 | 2570 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| REAL ESTATE TAXES - RENTED PROPERTY | $18,383 | 18383 | 0 | 0 |
| FEDERAL TAX EXPENSE | $9,615 | 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 | $240,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240000 | Total |
Comments