MARISA MARTINI PRIVATE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARISA MARTINI PRIVATE FOUNDATION INC (EIN 87-1325288)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349104524
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T19:16:04-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079811070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871325288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marisa Martini Private Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | c/o Rebecca Alicea | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % REBECCA ALICEA | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 9734350690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07981 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Conor Gelson | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9738676876 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA PERREAULT | PreparerPersonNm |
| PTIN | P01308816 | PTIN |
| Phone | 9738989494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,205,825 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,063,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,063,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $464,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,143,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $464,401 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,528,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,528,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $126 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,976 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,362 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,262 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,262 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,694 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,281 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,166,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,166,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,404,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,290,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,429,437 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $231,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $210,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $210,469 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,460,780 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,923,320 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,965,023 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,931,927 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,589,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,692,836 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,973,384 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,016,622 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,337,497 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $23,597,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,740,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,205,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,597,917 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,740,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,597,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,740,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,597,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,740,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,597,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,740 | OtherIncreasesAmt |
| Subtotal | $23,740,313 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,740,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $14,143,595 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,679,194 | CostOrOtherBasisAmt |
| Gain Or Loss | $464,401 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $464,401 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $464,401 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,869 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,869 | SubtotalAmt |
| Tax Based On Investment Income | $19,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,918 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,918 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,049 | OverpaymentAmt |
| Applied To ES Tax | $5,049 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA ALICEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734350690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 JEFFERSON PARK SUITE 400 | AddressLine1Txt |
| City | WHIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07981 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Conor Gelson | ||||||||
| 4604 Trail Crest Cir | Austin | TX | 78735 | PRESIDENT | 4.0 | $25,000 | $0 | $0 |
| James Damiano MD | ||||||||
| 145 W 79th st Apt 9B | NEW YORK | NY | 10024 | DIRECTOR | 3.0 | $25,000 | $0 | $0 |
| Elizabeth Dragalin | ||||||||
| 14 Prospect St | Mendham | NJ | 07945 | DIRECTOR | 4.0 | $25,000 | $0 | $0 |
| CHRISTINA GELSON | ||||||||
| 211A S UNION STREET | ALEXANDRIA | VA | 22314 | DIRECTOR | 3.0 | $25,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley Smith Barney LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 New York Plaza 7FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment mgmt | ServiceTypeTxt |
| Compensation | $88,255 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,503,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,747,619 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,747,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $371,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,376,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,218,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,218,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,869 | TotalTaxAmt |
| Distributable Before Adj | $1,198,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,198,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,198,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,290,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,290,781 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,198,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $974,682 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,290,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $974,682 | AppliedToYear1Amt |
| Applied To Current Year | $316,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $882,852 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY OF MUSIC FOR THE BLIND | ||||||||
| 911 NORUMBEGA DRIVE | MONROVIA | CA | 91016 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ANCHOR RIDGE | ||||||||
| 1137 RIVER RD | WILKESBORO | NC | 28659 | NONE | PC | GENERAL PURPOSE | $25,000 | LIBERTY GROVE RD N |
| AUSTIN SUNSHINE CAMP | ||||||||
| PO Box 161270n | Austin | TX | 78716 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| BIKE TOWN FOR AFRICA | ||||||||
| 902 5th Ave | Spring Lake | NJ | 07762 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| BLOOD CANCER UNITED | ||||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL PURPOSE | $5,000 | SUITE 410 |
| BRAILLE INSTITUTE | ||||||||
| 741 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| BUNDLES OF JOY | ||||||||
| 52 PONDFIELD RD E | BRONXVILLE | NY | 10708 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| BURNS RECOVERY - MIDWEST BURN CENTER | ||||||||
| 4220 Duncan Ave | St Louis | MO | 63110 | NONE | PC | GENERAL PURPOSE | $20,000 | Ste 201 |
| CAMP FATIMA OF NJ | ||||||||
| PO BOX 654 | HARRISON | NJ | 07029 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CANDLELIGHTERS OF NYC | ||||||||
| 345 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $25,000 | APT 2L |
| CHILDREN'S CARDIOMYOPATHY FOUNDATION | ||||||||
| 4 WEST RAILROAD AVENUE | TENAFLY | NJ | 07670 | NONE | PC | GENERAL PURPOSE | $10,000 | SUITE 408 |
| ELIZABETH COALITION | ||||||||
| 118 DIVISION STREET | Elizabeth | NJ | 07201 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| EMPOWER ETHIOPIA INC | ||||||||
| 2 EAST KENMAR ROAD | ALBANY | NY | 11224 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| FRIENDS OF GUATEMALAN CHILDREN INC | ||||||||
| 948 N LAJOLLA AVE | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| HEARING CHARITIES OF AMERICA | ||||||||
| 720 MAIN ST FL 1 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| HOMELESS VETERANS SERV | ||||||||
| 210 E BROAD ST STE 202 | FALLS CHURCH | VA | 22046 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| INTERNATIONAL WALDENSTROM'S MACROGLOBINIMIA FDN | ||||||||
| 1449 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSE | $25,000 | SUITE 13329 |
| JUNIOR ACHIEVEMENT OF CENTRAL TEXAS | ||||||||
| 6260 RETTON DRIVE | HOUSTON | TX | 77092 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LEASHES OF VALOR | ||||||||
| 8407 OLD PLANK RD | FREDERICKSBURG | VA | 224078668 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| LUNG CANCER RESEARCH FOUNDATION | ||||||||
| PO BOX 780990 | PHILADELPHIA | PA | 191780990 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| MAKING HEADWAY FOUNDATION INC | ||||||||
| 115 KING ST | CHAPPAQUA | NY | 10514 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| MENDHAM BORO FIRST AID | ||||||||
| BOX 131 | MENDHAM | NJ | 07945 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| MENDHAM BORO LIBRARY | ||||||||
| HILLTOP RD | MENDHAM | NJ | 07945 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| MENDHAM BOROUGH FIRE DEPARTMENT | ||||||||
| 24 E MAIN ST | MENDHAM | NJ | 07945 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| MERCY CENTER | ||||||||
| 1106 MAIN STREET | ASBURY PARK | NJ | 07712 | NONE | PC | GENERAL PURPOSE | $35,000 | |
| MISSION OF HOPE | ||||||||
| PO BOX 51824 | Knoxville | TN | 37950 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MOBILE MEALS OF WESTFIELD | ||||||||
| 170 ELM STREET | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MY BROTHER VINNY | ||||||||
| PO Box 644 | Yorktown Heights | NY | 10598 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| NATIONAL VETERANS FOUNDATION | ||||||||
| 5777 WEST CENTURY BLVD 305 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NAZARETH FARMS | ||||||||
| 665 NAZARETH FARM RD | SALEM | WV | 26426 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NORTHERN VIRGINIA RESOURCE CENTER | ||||||||
| 10467 GRANITE DR | OAKTON | VA | 22124 | NONE | PC | GENERAL PURPOSE | $15,000 | SUITE 312 |
| NOURISH NJ | ||||||||
| 36 SUSSEX AVE | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NOVICK GLOBAL CARDIAC ALLIANCE | ||||||||
| 1750 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PC | GENERAL PURPOSE | $100,000 | STE 500 |
| OUR LADY QUEEN OF PEACE CATHOLIC CHURCH | ||||||||
| 2700 19TH STREET | ARLINGTON | VA | 22204 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| OUR MILITARY KIDS | ||||||||
| 2911 HUNTER MILL ROAD | OAKTON | VA | 22124 | NONE | PC | GENERAL PURPOSE | $20,000 | SUITE 203 |
| PARTNERSHPS FOR CHILDREN | ||||||||
| PO BOX 204444 | AUSTIN | TX | 78720 | NONE | PC | GENERAL PURPOSE | $41,000 | |
| POP UP BIRTHDAY | ||||||||
| 101 WESTLAKE DRIVE | AUSTIN | TX | 78746 | NONE | PC | GENERAL PURPOSE | $20,000 | SUITE 210 |
| PROJECT MEND | ||||||||
| 5015 WURZBACH RD | SAN ANTONIO | TX | 78238 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| ROSEDALE FOUNDATION OF | ||||||||
| PO BOX 301746 | AUSTIN | TX | 78703 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ROWAN MEMORIAL FOUNDATION | ||||||||
| ENCINO VIEJO ST | SAN ANTONIO | TX | 78232 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| SIGNS OF FUN | ||||||||
| 16-566 Keaau-Pahoa Road | Keaau | HI | 96749 | NONE | PC | GENERAL PURPOSE | $20,000 | Suite 188-641 |
| SIMON J MARIANI FOUNDATION INC | ||||||||
| 324 VALLEY VIEW DRIVE | NORTH FRANKLIN LAKES | NJ | 07417 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| SISTER PAT'S CAMP | ||||||||
| 1600 Rahway Avenue | Westfield | NJ | 07090 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ST PETERS PREP | ||||||||
| 144 GRAND STREET | JERSEY CITY | NJ | 07302 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| St Helens Church | ||||||||
| 1600 Rahway Avenue | Westfield | NJ | 07090 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| St Joseph Church | ||||||||
| 6 NEW ST | MENDHAM | NJ | 07945 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| STREET YOUTH MINISTER OF AUSTIN | ||||||||
| 2008 JUSTIN LN BUILDING A | AUSTIN | TX | 78757 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| TEXAS HANDS AND VOICES | ||||||||
| 3616 FAR WEST BLVD | Austin | TX | 78731 | NONE | PC | GENERAL PURPOSE | $10,000 | STE 117-152 |
| THE CLOTHESLINE | ||||||||
| 3330 WASHINGTON BLVD | ARLINGTON | VA | 22201 | NONE | PC | GENERAL PURPOSE | $2,500 | STE 200 |
| THE LITTLE BABY FACE FOUNDATION | ||||||||
| 135 EAST 74TH STREET | New York | NY | 10021 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| THE MARJORIE F HUGHES FUND FOR CHILDREN | ||||||||
| PO BOX 50043 | ARLINGTON | VA | 22205 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| THURMAN BRISBANE CENTER | ||||||||
| 471 CENTRAL ROAD | FREDRICKSBURG | VA | 22401 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| UHMLA | ||||||||
| 75 WASHINGTON VALLEY RD | Bedminster | NJ | 07921 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| Variety of Texas | ||||||||
| 1801 E 51ST ST | Austin | TX | 78723 | NONE | PC | GENERAL PURPOSE | $15,000 | STE 365-235 |
| VETERANS IN CRISIS | ||||||||
| BOX 2028 | TRAVERSE CITY | MI | 49685 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| WESTFIELD VOLUNTEER RESCUE SQUAD INC | ||||||||
| 335 WATTERSON AVE | WESTIELD | NJ | 07090 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| WILDERNESS COMMUNITY CENTER | ||||||||
| 10501 PLANK ROAD | SPOTSYLVAINIA | VA | 22553 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,166,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,063,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $464,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,528,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,528,101 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,400 | Amt |
| Net Investment Income | $5,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #4363-527 | $6,038,987 | $6,198,373 |
| MORGAN STANLEY #4364-527 | $4,817,672 | $4,979,161 |
| MORGAN STANLEY #5125-122 | $159,963 | $159,963 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #4363-527 | $4,662,903 | $5,771,188 |
| MORGAN STANLEY #4364-527 | $3,786,317 | $3,783,678 |
| MORGAN STANLEY #5125-122 | $140,682 | $137,970 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,923,320 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,965,023 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $251 | LegalFeesAmt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES & MISC EXPENSES | Desc |
| Revenue And Expenses Per Books | $6,694 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $6,694 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $12,875 |
| RETURN OF PRINCIPAL | $5,865 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $89,976 | Amt |
| Net Investment Income | $89,976 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NII TAX EXPENSE | $15,000 | $0 | $0 |
| FOREIGN TAXES PAID | $3,362 | $3,362 | $0 |