MULLIN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MULLIN FAMILY FOUNDATION (EIN 45-4154698)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202231369349105513
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T14:20:42-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463113934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRIM LANDAU LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 PROSPECT AVE | AddressLine1Txt |
| City | LITTLE SILVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07739 | 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 | 454154698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MULL | BusinessNameControlTxt |
| Phone | 7325315313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 RAYMERE AVENUE | AddressLine1Txt |
| City | OCEAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA ANN MULLIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA ANN | PersonFirstNm |
| Person Last | MULLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT J LANDAU CPA | PreparerPersonNm |
| PTIN | P01060526 | PTIN |
| Phone | 7329457600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $3,244,256 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $91,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,807 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $91,807 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $219,535 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $933,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,535 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,703 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $311,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,350 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $98,518 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,047 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,850 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,897 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,897 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,518 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,163 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,163 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,953,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,136,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,133,093 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,118,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,247,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,244,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,118,536 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,247,434 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,118,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,247,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,118,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,247,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,118,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,407 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,256,943 | SubtotalAmt |
| Other Decreases | $9,509 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,247,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | P | 2021-01-01 | 2021-12-31 | $59,688 | $65,426 | -$5,738 | -$5,738 |
| UBS FINANCIAL SERVICES | P | 2000-01-01 | 2021-12-31 | $255,216 | $151,821 | $103,395 | $103,395 |
| UBS FINANCIAL SERVICES | P | 2021-01-01 | 2021-12-31 | $118,302 | $105,861 | $12,441 | $12,441 |
| UBS FINANCIAL SERVICES | P | 2000-01-01 | 2021-12-31 | $500,430 | $390,993 | $109,437 | $109,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,535 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,703 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,884 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,884 | SubtotalAmt |
| Tax Based On Investment Income | $3,884 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,116 | OverpaymentAmt |
| Applied To ES Tax | $7,116 | AppliedToESTaxAmt |
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 | NJ | 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 | BARBARA MULLIN | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 RAYMERE AVE | AddressLine1Txt |
| City | OCEAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077124282 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BARBARA ANN MULLIN | ||||||
| 803 RAYMERE AVENUE | OCEAN | NJ | 07712 | President | 1.00 | $0 |
| PATRICIA ANN MCLOUGHLIN | ||||||
| 117 CORLIES AVENUE | ALENHURST | NJ | 07711 | Vice President | 1.00 | $0 |
| CATHY ANN KEISER | ||||||
| 28 BEACON DRIVE | COLTS NECK | NJ | 07722 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $140,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,932,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,070,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,070,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,024,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,884 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,884 | TotalTaxAmt |
| Distributable Before Adj | $147,321 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,321 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,321 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,046 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $141,046 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,321 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $101,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,046 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,046 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,275 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,275 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $98,586 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $98,586 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $95,135 | ExcessFromYear3Amt |
| Excess From Year1 | $3,451 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OAK KNOLL SCHOOL OF THE HOLY CHILD | |||||||
| 44 BLACKBURN ROAD | SUMMIT | NJ | 07901 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 |
| ROSEMONT COLLEGE | |||||||
| 1400 MONTGOMERY AVE | ROSEMONT | PA | 19010 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 |
| SCHOLARSHIP FUND INNER-CITY CHILDRE | |||||||
| 171 CLIFTON AVE PO BOX 9500 | NEWARK | NJ | 07104 | NONE | PC | CHARITABLE CONTRIBUTION | $9,000 |
| SEABROOK SCHOLARSHIP FUND | |||||||
| 3000 ESSEX ROAD | TINTON FALLS | NJ | 07753 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 |
| WHAT IF FOUNDATION | |||||||
| 1563 SOLANO AVE | BERKELEY | CA | 94707 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| BRADLEY FOOD PANTRY | |||||||
| 605 4TH AVE | BRADLEY BEACH | NJ | 07720 | NONE | PC | CHARITABLE CONTRIBUTION | $4,500 |
| FOODBANK- HILLSIDE | |||||||
| 31 EVANS TERMINAL ROAD 1 | HILLSIDE | NJ | 07205 | NONE | PC | CHARITABLE CONTRIBUTION | $13,000 |
| FULFILL NEPTUNE | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PC | CHARITABLE CONTRIBUTION | $13,000 |
| THE GREATER NEWARK FRESH AIR FUND | |||||||
| 43 HILL STREET | NEWARK | NJ | 07102 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| ASBURY PARK MUSIC FOUNDATION | |||||||
| PO BOX 1396 | ASBURY PARK | NJ | 07712 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET FLOOR 16 | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE CONTRIBUTION | $7,000 |
| FRIENDSHIP TRAIN FOUNDATION | |||||||
| 3600 ROUTE 66 SUITE 150 | NEPTUNE | NJ | 07753 | NONE | PC | CHARITABLE CONTRIBUTION | $3,000 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET PO BOX 1729 | AMERICUS | GA | 31709 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUTON | MA | 02780 | NONE | PC | CHARITABLE CONTRIBUTION | $7,500 |
| MERCY SHIPS | |||||||
| PO BOX 1930 | LINDALE | TX | 75771 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 |
| NEW HOPE GIRLS ACADEMY | |||||||
| 317 PINE LAKE COURT | SPARTANBURG | SC | 29301 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DRIVE | ARLINGTON | VA | 22209 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| THE MISSION CONTINUES | |||||||
| 41 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| DOMINICAN NUNS | |||||||
| 543 SPRINGFIELD AVE | SUMMITT | NJ | 07901 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| COMMUNITY HOPE FUND | |||||||
| PO BOX 263 | OAKHURST | NJ | 07755 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 800 OCEAN AVE | LONG BRANCH | NJ | 07740 | NONE | PC | CHARITABLE CONTRIBUTION | $3,000 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 6021 | ALBERT LEA | MN | 56007 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 |
| THE GREATER NEWARK HOLIDAY FUND | |||||||
| PO BOX 59 | NEWARK | NJ | 07101 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $219,535 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $311,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,350 | 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 | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES INC | StockNm |
| EOY Book Value | $2,136,271 | EOYBookValueAmt |
| EOYFMV | $3,133,093 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ANNUAL FEES | $31 | $31 | |
| FINANCIAL MANAGEMENT FEES | $21,850 | $21,850 | |
| MEETING COSTS | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $203 | $203 |
| TAXES - 990PF | $9,844 | $9,844 |