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JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATION (EIN 33-1123802)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-14
IRS object ID
202332579349100228
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-14T15:19:49-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010891462PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Steinberg Enterprises LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1119 Tunicflower LaneAddressLine1Txt
CityPrinceton JunctionCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331123802EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DISEPIO CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDISEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1491A OLD NASSAU ROADAddressLine1Txt
CityMONROE TOWNSHIPCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088311884ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGUERITE DISEPIOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6096555532PhoneNum
Signature2023-09-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGUERITEPersonFirstNm
Person LastDISEPIOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLeonard Steinberg EAPreparerPersonNm
PTINP00177617PTIN
Phone6094480384PhoneNum
Preparation2023-09-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,172,032FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,891InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,891InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$3,104,891TotalRevAndExpnssAmt
Total Net Invst Incm$4,891TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$240OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,785,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,785,240TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,319,651ExcessRevenueOverExpensesAmt
Net Investment Income$4,891NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,852,381CashBOYAmt
Cash EOY$4,172,032CashEOYAmt
Cash EOYFMV$4,172,032CashEOYFMVAmt
Total Assets BOY$2,852,381TotalAssetsBOYAmt
Total Assets EOY$4,172,032TotalAssetsEOYAmt
Total Assets EOYFMV$4,172,032TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,852,381RetainedEarningBOYAmt
Retained Earning EOY$4,172,032RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,852,381TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,172,032TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,852,381TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,172,032TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,852,381TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,319,651ExcessRevenueOverExpensesAmt
Subtotal$4,172,032SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,172,032TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$68SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$917EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$917TotalPaymentsAndCreditsAmt
Overpayment$849OverpaymentAmt
Applied To ES Tax$849AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMARGUERITE DISEPIOIndividualWithBooksNm
Phone6096555532PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1491A OLD NASSAU ROADAddressLine1Txt
CityMONROE TOWNSHIPCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088311884ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGUERITE DISEPIO
491A OLD NASSAU ROADMONROE TOWNSHIPNJ088311884TRUSTEE2.00$0$0$0
JOSEPH DISEPIO
491A OLD NASSAU ROADMONROE TOWNSHIPNJ088311884TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,079,622AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,079,622TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,079,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,033,428NetVlNoncharitableAssetsAmt
Minimum Investment Return$151,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$151,671MinimumInvestmentReturnAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Tax$68TotalTaxAmt
Distributable Before Adj$151,603DistributableBeforeAdjAmt
Distributable Before Ded$151,603DistributableBeforeDedAmt
Distributable As Adjusted$151,603DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,603DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$313,404ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$198,766ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,373ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$645,543TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$151,603ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$151,603ExcessDistributionCyovAppCYAmt
Total Corpus$493,940TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$493,940ExcessDistriCyovToNextYrAmt
Excess From Year3$161,801ExcessFromYear3Amt
Excess From Year2$198,766ExcessFromYear2Amt
Excess From Year1$133,373ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HENDERSON COMMUNITY FOUNDATION
2756 GREEN VALLEY PARKWAYHENDERSONNV89014NONEPCGENERAL PURPOSE SUPPORT$25,000
NJ HEALTH FOUNDATION INC
155 VILLAGE BOULEVARDPRINCETONNJ08540NONEPCGENERAL PURPOSE SUPPORT$110,000
ROMAN CATHOLIC HIGH SCHOOL
301 N BROAD STREETPHILADELPHIAPA19107NONEPCGENERAL PURPOSE SUPPORT$100,000
RUTGERS UNIVERSITY
335 GEORGE STREETNEW BRUNSWICKNJ08901NONEPCGENERAL PURPOSE SUPPORT$50,000
ST FRANCIS UNIVERSITY
300 RAYMOND HALLLORETTOPA15940NONEPCGENERAL PURPOSE SUPPORT$1,500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,785,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,891ExclusionAmt
Related Or Exempt Function Incm$4,891RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,891ExclusionAmt
Related Or Exempt Function Incm$4,891RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,782TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number03LineNumberTxt
Relationship StatementBANK ACCOUNT INTEREST MONEY HELD FOR GRANT DISBURSEMENTSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARGUERITE DISEPIOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1491A OLD NASSUA ROADAddressLine1Txt
CityMONROE TOWNSHIPCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08831ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$240RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt