THOMAS & MARY ANN TIZZO FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS & MARY ANN TIZZO FOUNDATION (EIN 20-8076647)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349102343
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:44:17-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKIN & GUTTENPLAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | 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 | 208076647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS AND MARY ANN TIZZIO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VINCENT TIZZIO | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 7326716620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WG 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT TIZZIO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7326716620 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VINCENT | PersonFirstNm |
| Person Last | TIZZIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN M LANDOLFI CPA | PreparerPersonNm |
| PTIN | P01521426 | PTIN |
| Phone | 7328463000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $5,549,852 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,886 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $427,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $940,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $427,790 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,389 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,389 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $562,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $506,200 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,510 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,307 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,456 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,846 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,846 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $260,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $484,130 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $172,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,661 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,065,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,317,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,121,036 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $275,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $322,155 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,438,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,699,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,549,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital EOY | -$350,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,438,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,049,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,438,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,699,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,438,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,699,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,438,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $260,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,180 | OtherIncreasesAmt |
| Subtotal | $3,701,120 | SubtotalAmt |
| Other Decreases | $1,941 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,699,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS #6761 - S/T | $96,405 | $80,777 | $15,711 | $15,628 | |
| UBS #6761 - L/T | $233,447 | $138,643 | $94,863 | $94,804 | |
| UBS #8460 - S/T | $99,662 | $88,213 | $11,687 | $11,449 | |
| UBS #8460 - L/T | $281,598 | $133,848 | $148,159 | $147,750 | |
| UBS #7557 - S/T | $19,065 | $17,962 | $1,129 | $1,103 | |
| UBS #7557 - L/T | $203,121 | $54,411 | $148,710 | $148,710 | |
| CAPITAL GAIN DIVIDENDS | $7,531 | P | |||
| CAPITAL GAIN DIVIDENDS | $7,531 | P | |||
| CAPITAL GAIN DIVIDENDS | $7,531 | P | |||
| CAPITAL GAIN DIVIDENDS | $7,531 | P | |||
| CAPITAL GAIN DIVIDENDS | $7,531 | P | |||
| CAPITAL GAIN DIVIDENDS | $7,531 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $427,790 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,729 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,729 | SubtotalAmt |
| Tax Based On Investment Income | $6,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,572 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,072 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $343 | OverpaymentAmt |
| Applied To ES Tax | $343 | 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 | Yes (true) | 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 | VINCENT TIZZIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7326716620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WG 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT TIZZIO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WG 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,926,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,010,587 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,010,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,935,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,729 | TotalTaxAmt |
| Distributable Before Adj | $240,042 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,042 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,302 | 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 | $273,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $206,822 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $273,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $206,822 | AppliedToYear1Amt |
| Applied To Current Year | $66,480 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $173,562 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINCENT TIZZIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VISITING NURSE ASSOCIATION OF CENTRAL JERSEY | |||||||
| 23 MAIN STREET Suite D1 | HOLMDEL | NJ | 07733 | N/A | PC | GENERAL SUPPORT | $50,096 |
| ST JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | N/A | PC | RISK MANAGEMENT PROGRAM-DIVERSITY AND INCLUSION EFFORTS | $50,000 |
| MONMOUTH MEDICAL CENTER | |||||||
| 300 SECOND AVENUE | LONG BRANCH | NJ | 07740 | N/A | PC | GENERAL SUPPORT | $75,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 22470 | NEW YORK | NY | 100872470 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FREEDOM HOUSE INC | |||||||
| 1850 M STREET NW 11TH FLOOR | WASHINGTON DC | DC | 20036 | N/A | PC | GENERAL SUPPORT | $20,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 101634777 | N/A | PC | GENERAL SUPPORT | $2,500 |
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL SUPPORT | $1,500 |
| LUPUS RESEARCH ALLIANCE INC | |||||||
| 270 MADISON AVENUE SUITE 300 | NEW YORK | NY | 10016 | N/A | PC | CARS OF LONGMEADOW CAR SHOW | $750 |
| ST ANTHONY OF PADUA CATHOLIC CHURCH | |||||||
| 121 Bridge Ave | RED BANK | NJ | 07701 | N/A | PC | GENERAL SUPPORT | $20,000 |
| COLTS NECK HIGH SCHOOL NJROTC ACADEMY PARENTS CLUB | |||||||
| 59 Five Points Road | COLTS NECK | NJ | 07722 | N/A | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,846 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,012 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,389 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $427,790 | 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 | $506,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $506,200 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | VINCENT TIZZIO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WG 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,092 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 28 SHARES OF ADOBE INC | $17,302 | 2021-12-15 |
| 1 | 22 SHARES OF ALPHABET INC CL A | $63,448 | 2021-12-15 |
| 1 | 19 SHARES OF HOME DEPOT INC | $7,670 | 2021-12-15 |
| 1 | 128 SHARES OF MICROSOFT CORP | $42,220 | 2021-12-15 |
| 1 | 17 SHARES OF SITEONE LANDSCAPE SUPPLY | $3,932 | 2021-12-15 |
| 1 | 679 SHARES OF TERADYNE INC | $107,472 | 2021-12-15 |
| 1 | 90 SHARES OF THERMO FISHER SCIENTIFIC INC | $58,048 | 2021-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALES | $815 |
| BOOK TO TAX DIFFERENCES- BASIS | $1,126 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $18,453 | $18,453 | |
| BANK FEES | $3 | $3 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS #6979 MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $3,389 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,389 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $2,180 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS #8460 INVESTMENT FEES | $2,989 | $2,989 |
| UBS #7557 INVESTMENT FEES | $7,401 | $7,401 |
| UBS #6761 INVESTMENT FEES | $8,120 | $8,120 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT TIZZIO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WG 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1,307 | $1,307 |
| FEDERAL TAXES | $3,586 |