TENYO FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TENYO FAMILY FOUNDATION INC (EIN 35-2400531)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-28
- IRS object ID
- 202221189349100512
- Schema version
- 2021v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T14:00:35-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352400531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TENYO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TENY | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT MAIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2022-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2022-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $2,337,530 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $50,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,870 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $235,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,802 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $661 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $680 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,852 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,440 | CashBOYAmt |
| Cash EOY | $1,330 | CashEOYAmt |
| Cash EOYFMV | $1,330 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,357 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,899 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,792,382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,919,780 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,311,301 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,844,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,946,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,337,530 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,844,179 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,946,009 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,844,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,946,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,844,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,946,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,844,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,003 | OtherIncreasesAmt |
| Subtotal | $1,946,009 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,946,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 154. AMERICAN CENTURY SMALL CAP VALUE FUND | 2015-01-22 | 2021-03-16 | $1,740 | $1,363 | $377 | $377 | |
| 343. AMERICAN CENTURY SMALL CAP VALUE FUND | 2014-12-09 | 2021-03-16 | $3,876 | $3,028 | $848 | $848 | |
| 680. AMERICAN CENTURY SMALL CAP VALUE FUND | 2015-11-19 | 2021-03-16 | $7,684 | $6,140 | $1,544 | $1,544 | |
| 47. AMERICAN CENTURY SMALL CAP VALUE FUND | 2015-11-19 | 2021-03-16 | $531 | $424 | $107 | $107 | |
| 467. DELAWARE VALUE FUND | 2012-10-19 | 2021-03-16 | $11,045 | $5,908 | $5,137 | $5,137 | |
| 250. DELAWARE VALUE FUND | 2012-10-19 | 2021-05-17 | $6,245 | $3,163 | $3,082 | $3,082 | |
| 43. EATON VANCE LARGE-CAP VALUE FUND | 2012-11-04 | 2021-03-16 | $1,004 | $845 | $159 | $159 | |
| 541. EATON VANCE LARGE-CAP VALUE FUND | 2012-10-19 | 2021-03-16 | $12,638 | $10,701 | $1,937 | $1,937 | |
| 63. EATON VANCE LARGE-CAP VALUE FUND | 2012-10-19 | 2021-03-16 | $1,472 | $1,212 | $260 | $260 | |
| 158. EATON VANCE LARGE-CAP VALUE FUND | 2014-12-09 | 2021-03-16 | $3,691 | $4,159 | -$468 | -$468 | |
| 250. EATON VANCE LARGE-CAP VALUE FUND | 2014-12-09 | 2021-05-17 | $6,175 | $6,580 | -$405 | -$405 | |
| 33. AMERICAN FUNDS EUROPACIFIC GROWTH FUND | 2014-12-09 | 2021-03-16 | $2,312 | $1,609 | $703 | $703 | |
| 34. AMERICAN FUNDS EUROPACIFIC GROWTH FUND | 2012-10-19 | 2021-03-16 | $2,382 | $1,363 | $1,019 | $1,019 | |
| 45. AMERICAN FUNDS EUROPACIFIC GROWTH FUND | 2014-12-09 | 2021-06-14 | $3,224 | $2,195 | $1,029 | $1,029 | |
| 83. AMERICAN - THE GROWTH FUND OF AMERICA | 2014-12-09 | 2021-03-16 | $5,782 | $3,917 | $1,865 | $1,865 | |
| 16. AMERICAN - THE GROWTH FUND OF AMERICA | 2014-12-09 | 2021-05-17 | $1,123 | $755 | $368 | $368 | |
| 52. AMERICAN - THE GROWTH FUND OF AMERICA | 2014-12-09 | 2021-06-14 | $3,819 | $2,454 | $1,365 | $1,365 | |
| 128. HANCOCK HORIZON | 2014-12-09 | 2021-03-16 | $3,538 | $2,802 | $736 | $736 | |
| 58. HANCOCK HORIZON | 2014-03-07 | 2021-03-16 | $1,603 | $1,310 | $293 | $293 | |
| 56. HANCOCK HORIZON | 2014-03-07 | 2021-03-16 | $1,548 | $1,215 | $333 | $333 | |
| 57. HANCOCK HORIZON | 2014-12-09 | 2021-05-17 | $1,611 | $1,248 | $363 | $363 | |
| 89. HANCOCK HORIZON | 2014-12-09 | 2021-06-14 | $2,642 | $1,948 | $694 | $694 | |
| 42. HARTFORD GROWTH OPPORTUNITIES FUND/THE | 2015-01-22 | 2021-03-16 | $2,624 | $1,622 | $1,002 | $1,002 | |
| 294. HARTFORD GROWTH OPPORTUNITIES FUND/THE | 2015-11-19 | 2021-03-16 | $18,369 | $12,413 | $5,956 | $5,956 | |
| 73. JANUS HENDERSON FORTY FUND | 2015-01-22 | 2021-05-17 | $3,906 | $2,257 | $1,649 | $1,649 | |
| 122. JANUS HENDERSON FORTY FUND | 2015-01-22 | 2021-06-14 | $6,930 | $3,772 | $3,158 | $3,158 | |
| 227. CLEARBRIDGE SMALL CAP GROWTH FUND | 2015-11-19 | 2021-03-16 | $12,399 | $6,526 | $5,873 | $5,873 | |
| 265. THOMAS WHITE INTERNATIONAL FUND | 2012-10-19 | 2021-03-16 | $4,725 | $4,477 | $248 | $248 | |
| 13.06 THOMAS WHITE INTERNATIONAL FUND | 2012-10-19 | 2021-05-17 | $238 | $214 | $24 | $24 | |
| 67.94 THOMAS WHITE INTERNATIONAL FUND | 2012-10-19 | 2021-05-17 | $1,236 | $1,148 | $88 | $88 | |
| 94.94 THOMAS WHITE INTERNATIONAL FUND | 2012-10-19 | 2021-06-14 | $1,796 | $1,554 | $242 | $242 | |
| 23.06 THOMAS WHITE INTERNATIONAL FUND | 2014-12-09 | 2021-06-14 | $436 | $379 | $57 | $57 | |
| 176. MFS VALUE FUND | 2012-10-19 | 2021-03-16 | $8,555 | $4,532 | $4,023 | $4,023 | |
| 171. MFS VALUE FUND | 2012-10-19 | 2021-05-17 | $8,919 | $4,403 | $4,516 | $4,516 | |
| 80. METROPOLITAN WEST TOTAL RETURN BOND FUND | 2012-10-19 | 2021-05-17 | $870 | $884 | -$14 | -$14 | |
| 161. PIMCO TOTAL RETURN FUND | 2012-10-19 | 2021-05-17 | $1,657 | $1,835 | -$178 | -$178 | |
| 14.27 UNDISCOVERED MANAGERS BEHAVIORAL VALUE | 2013-10-14 | 2021-03-16 | $1,152 | $713 | $439 | $439 | |
| 80. UNDISCOVERED MANAGERS BEHAVIORAL VALUE | 2014-12-09 | 2021-03-16 | $6,457 | $4,524 | $1,933 | $1,933 | |
| 18. UNDISCOVERED MANAGERS BEHAVIORAL VALUE | 2015-01-22 | 2021-03-16 | $1,453 | $971 | $482 | $482 | |
| 50.73 UNDISCOVERED MANAGERS BEHAVIORAL VALUE | 2015-11-19 | 2021-03-16 | $4,094 | $2,987 | $1,107 | $1,107 | |
| 10. UNDISCOVERED MANAGERS BEHAVIORAL VALUE | 2015-11-19 | 2021-05-17 | $850 | $589 | $261 | $261 | |
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P | |||||
| CAPITAL GAIN DIVIDENDS | $132,658 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,870 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,028 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,028 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,300 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Form990 PF Filed With Atty Gen | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KURT MAIER | ||||||
| 811 ARBOR ROAD | PARAMUS | NJ | 07652 | PRESIDENT | 1 | $0 |
| PATRICIA MAIER | ||||||
| 811 ARBOR ROAD | PARAMUS | NJ | 07652 | SECRETARY | 2 | $6,000 |
| 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 |
| 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 | $2,262,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,284,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,284,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,250,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,028 | TotalTaxAmt |
| Distributable Before Adj | $109,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,302 | 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 | $113,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,186 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,186 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,116 | 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 | $65,369 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF NURSES - PARTNERS HEALTHCARE | |||||||
| 399 REVOLUTION DRIVE STE 645 | SOMERVILLE | MA | 021451465 | N/A | PC | FRIENDS OF NURSES HEALTH | $20,000 |
| SPECTRUM FOR LIVING DEVELOPMENT INC | |||||||
| 210 RIVERVALE ROAD APT 3 | RIVER VALE | NJ | 076756281 | N/A | PC | DESIGNATED FOR GROUP HOMES | $1,000 |
| ECLC FOUNDATION | |||||||
| 100 PASSAIC AVENUE | CHATHAM | NJ | 079282848 | N/A | PC | UNRESTRICTED GENERAL | $15,000 |
| WAYNE COUNTY PUBLIC LIBRARY | |||||||
| 1406 N MAIN STREET | HONESDALE | PA | 184312055 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| GREATER CARBONDALE YMCA | |||||||
| 82 MAIN STREET | CARBONDALE | PA | 18407 | N/A | PC | UNRESTRICTED GENERAL | $20,000 |
| OLGA & DOROTHEA DESSIN SPCA | |||||||
| 717 MAIN STREET | HONESDALE | PA | 184311844 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| READING RECOVERY COUNCIL | |||||||
| 550 WEST WILSON BRIDGE ROAD | WORTHINGTON | OH | 43085 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| TRAILS FOR YOUTH | |||||||
| 6109 FOX HILL STREET | SPRINGFIELD | VA | 221502428 | N/A | PC | UNRESTRICTED GENERAL | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $50,527 | 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 | $184,870 | 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 | $235,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,397 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEW JERSEY ONLY REQUIRES REPORTING IF SOLICITED CONTRIBUTIONS ARE GREATER THAN $10,000.00. THE FOUNDATION RECEIVED NO SOLICITED CONTRIBUTIONS. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 416641207 HARTFORD GROWTH OPPO | AT COST | $144,915 | $175,812 |
| 592905509 METROPOLITAN WEST TO | AT COST | $208,595 | $209,472 |
| 543917702 THOMAS WHITE INTERNA | AT COST | $72,054 | $77,831 |
| 24610C857 DELAWARE VALUE FUND | AT COST | $159,364 | $189,572 |
| 55272P778 MFS TOTAL RETURN BON | AT COST | $205,237 | $208,487 |
| 47103A658 JANUS HENDERSON FORT | AT COST | $114,471 | $191,326 |
| 72201M552 PIMCO TOTAL RETURN F | AT COST | $430,584 | $417,383 |
| 52470H765 CLEARBRIDGE SMALL CA | AT COST | $43,607 | $68,646 |
| 41012R787 HANCOCK HORIZON | |||
| 025076845 AMERICAN CENTURY SMA | AT COST | $23,757 | $35,363 |
| 552983694 MFS VALUE FUND | AT COST | $121,450 | $189,740 |
| 29875E100 AMERICAN FUNDS EUROP | AT COST | $55,605 | $73,557 |
| 277905642 EATON VANCE LARGE-CA | AT COST | $144,309 | $186,897 |
| 399874825 AMERICAN - THE GROWT | AT COST | $118,610 | $189,668 |
| 904504495 UNDISCOVERED MANAGER | AT COST | $21,891 | $35,298 |
| 31428U623 FEDERATED INTERNATIO | AT COST | $55,331 | $62,249 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $680 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME ADJUSTMENT | Desc |
| Amt | $6,003 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UST-MLT FEES AS AGENT | $6,000 | $3,600 | $2,400 |
| INVESTMNT MNGMNT FEES (NON-DED | $21,006 | $12,604 | $8,402 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $613 | $613 | $0 |
| EXCISE TAX - PRIOR YEAR | $995 | $0 | $0 |
| EXCISE TAX ESTIMATES | $1,728 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $48 | $48 | $0 |