HARTNETT FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARTNETT FAMILY FOUNDATION INC (EIN 31-1489727)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-03-21
- IRS object ID
- 202200809349100720
- Schema version
- 2020v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-21T16:56:20-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222005150 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORZIO BROMBERG AND NEWMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PKWY PO BOX 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311489727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTNETT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PORZIO BROMBERG AND NEWMAN PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HART | BusinessNameControlTxt |
| Phone | 9735384006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PARKWAY POB 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J HARTNETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735384006 | PhoneNum |
| Signature | 2022-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | HARTNETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | I RICHARD PLOSS | PreparerPersonNm |
| PTIN | P01453622 | PTIN |
| Phone | 9735384006 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,020,078 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,143 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $213 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $212 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $241 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $227 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,258 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $796,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $790,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,996,819 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $841,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,020,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $816,339 | CapitalStockBOYAmt |
| Capital Stock EOY | $841,935 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $25,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$28,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $841,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $813,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $841,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $841,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $813,389 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $813,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 253 SHS JOHNSON & JOHNSON COMMON STOCK | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 1996-12-24 | AcquiredDt |
| Sold | 2021-10-13 | SoldDt |
| Gross Sales Price | $40,143 | GrossSalesPriceAmt |
| Gain Or Loss | $40,143 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $40,143 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,497 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,497 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,824 | OverpaymentAmt |
| Applied To ES Tax | $1,824 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PORZIO BROMBERG AND NEWMAN PC | IndividualWithBooksNm |
| Phone | 9735384006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PKWY PO BOX 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD J HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY K HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | SECRETARY/TREASURER/TTEE | 0.00 | $0 | $0 | $0 |
| EDWARD M HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN F HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHLEEN A JACOBS | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,205,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,270,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,270,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,221,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,673 | TotalTaxAmt |
| Distributable Before Adj | $159,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,227 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,227 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $136,628 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $136,628 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $599 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $158,792 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD J HARTNETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE FOR THE MILITARY SERVICES USA | |||||||
| PO BOX 4469 | WASHINGTON | DC | 20017 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CAFRICO INC | |||||||
| PO BOX 1011 | FLEMINGTON | NJ | 08822 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF METUCHEN | |||||||
| 319 MAPLE ST | PERTH AMBOY | NJ | 08861 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17152 | BALTIMORE | MD | 21298 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COVENANT HOUSE NJ | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORTGENERAL SUPPORT | $3,000 |
| DIOCESE OF METUCHEN | |||||||
| 146 METLARS LANE | PISCATAWAY | NJ | 08822 | NONE | PC | GENERAL SUPPORT | $18,000 |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FND | |||||||
| 2000 P ST NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MALTESER INTERNATIONAL AMERICAS | |||||||
| 1011 FIRST AVE SUITE 1322 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MATTAPOISETT LAND TRUST INC | |||||||
| PO BOX 31 | MATTAPOISETT | MA | 02739 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIVITY SCHOOL OF WORCESTER | |||||||
| 67 LINCOLN ST | WORCESTER | MA | 01605 | NONE | PC | GENERAL SUPPORT | $2,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 22705 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PONTIFICAL MISSION SOCIETIES | |||||||
| PO BOX 191 | METUCHEN | NJ | 08840 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PREGNANCY AID AND INFORMATION CENTER | |||||||
| 59 THOMPSON ST | RARITAN | NJ | 08869 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST HELEN'S CHURCH | |||||||
| 1600 RAHWAY AVENUE | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST JOHN THE APOSTLE CHURCH | |||||||
| 1805 PENBROOK TERRACE | LINDEN | NJ | 07036 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST JOHN THE APOSTLE SCHOOL | |||||||
| VALLEY ROAD | CLARKE | NJ | 07066 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST PAUL'S PARISH | |||||||
| 502 WASHINGTON ST | WELLESLEY | MA | 02482 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST VINCENT DE PAUL FOOD PANTRY | |||||||
| 18 NIELSEN ST | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $4,000 |
| THE AID AND EDUCATION PROJECT INC | |||||||
| 14 ZANDER LANE | RANDOLPH | NJ | 07869 | NONE | PC | GENERAL SUPPORT | $1,500 |
| THE CHURCH OF ST JAMES | |||||||
| PO BOX 310 | BASKING RIDGE | NJ | 07920 | NONE | PC | GENERAL SUPPORT | $30,000 |
| THE MUSTARD SEED OF WORCESTER COUNTY INC | |||||||
| PO BOX 2592 | WORCESTER | MA | 01613 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE VALERIE FUND | |||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNION CATHOLIC HIGH SCHOOL | |||||||
| 1600 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $4,000 |
| ASSUMPTION COLLEGE FOR SISTERS | |||||||
| 200A MORRIS AVENUE | DENVILLE | NJ | 07834 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 EAST 33RD ST | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $1,500 |
| SHEPARDS INC | |||||||
| PO BOX 1756 | DARIEN | CT | 06820 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST ELIZABETH ANN SETON CHURCH | |||||||
| 105 SUMMER RD | THREE BRIDGES | NJ | 08887 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TRAVIS ROY FOUNDATION | |||||||
| 101 HUNTINGTON AVE STE 520 | BOSTON | MA | 02199 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,439 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,439 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 19,219 SHS JOHNSON & JOHNSON COMMON STOCK | StockNm |
| EOY Book Value | $790,130 | EOYBookValueAmt |
| EOYFMV | $2,996,819 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORZIO, BROMBERG & NEWMAN PC | CategoryTxt |
| Legal Fees | $425 | LegalFeesAmt |
| Net Investment Income | $213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $212 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS FEES | $211 | $211 | $0 |
| NJ ANNUAL REPORT | $30 | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $5,319 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |