MATTHEW 18 5 FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MATTHEW 18 5 FOUNDATION (EIN 45-3077267)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349107303
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:14:20-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222140519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN DUYNE BRUNO & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 HOOK MOUNTAIN ROAD PO BOX 896 | AddressLine1Txt |
| City | PINE BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07058 | 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 | 453077267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MATTHEW 185 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 9738081445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WHITE BIRCH DRIVE | AddressLine1Txt |
| City | RIVERVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MATAR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9738081445 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | MATAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK GUTIERREZ | PreparerPersonNm |
| PTIN | P00735464 | PTIN |
| Phone | 9738081445 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $2,841,237 | 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 | $12,936 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,936 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $67,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,714 | 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 |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,215 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,573 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $807,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $699,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,769,929 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $575,996 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $395,459 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $613,169 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $441,019 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,566 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $406,566 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,862,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,552,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,841,237 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $314,835 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $321,342 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $314,835 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $321,342 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,547,672 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,231,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,547,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,862,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,552,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,547,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,371 | OtherIncreasesAmt |
| Subtotal | $1,452,819 | SubtotalAmt |
| Other Decreases | $221,410 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,409 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $721 | TaxDueAmt |
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 | CHARLES MATAR | IndividualWithBooksNm |
| Phone | 9738081445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WHITE BIRCH DRIVE | AddressLine1Txt |
| City | RIVER VALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES MATAR | ||||||||
| 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | PRESIDENT/SECRETARY/DIRECT | 0.00 | $0 | $0 | $0 |
| JENNIFER MATAR | ||||||||
| 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | VICE PRESIDENT/DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,785,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,843,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,843,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,800,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $705 | TotalTaxAmt |
| Distributable Before Adj | $139,328 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,328 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $113,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,571 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $74,206 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $95,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,878 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,878 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,899 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $69,899 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION | |||||||
| 4518 NORTH 32ND STREET | PHOENIX | AZ | 85018 | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ANN LIGOURI FOUNDATION | |||||||
| PO BOX 605 | WESTHAMPTON | NY | 11977 | PUBLIC CHARITY | GENERAL PURPOSE | $9,400 | |
| BERGEN VOLUNTEER MEDICAL INITIATIVE | |||||||
| 75 ESSEX STRRET SUITE 100 | HACKENSACK | NJ | 07601 | PUBLIC CHARITY | GENERAL PURPOSE | $1,900 | |
| BETTER WORLD | |||||||
| 473 WHITE BIRCH DRIVE | RIVERVALE | NJ | 07065 | PUBLIC CHARITY | GENERAL PURPOSE | $750 | |
| CHILDRENS MUSEUM OF THE EAST END | |||||||
| 376 BRIDGEHAMPTON-SAG HARBOR | BRIDGEHAMPTON | NJ | 11932 | PUBLIC CHARITY | GENERAL PURPOSE | $5,500 | TURNPIKE |
| FAMILY PROMISE OF BERGEN COUNTY | |||||||
| 100 DAYTON STREET | RIDGEWOOD | NJ | 07450 | PUBLIC CHARITY | GENERAL PURPOSE | $16,000 | |
| HACKENSACK MERIDIAN SCHOOL OF MEDICINE | |||||||
| 340 KINGSLAND STREET | NUTLEY | NJ | 07110 | PUBLIC CHARITY | GENERAL PURPOSE | $5,425 | |
| HAMPTONS CHURCH | |||||||
| 126 S HILLISIDE AVE | SUCCASUNNA | NJ | 07876 | PUBLIC CHARITY | GENERAL PURPOSE | $1,700 | |
| HOME FIT FOR HEROES | |||||||
| 500 FRANKLIN TURNPIKE | RAMSEY | NJ | 07446 | PUBLIC CHARITY | GENERAL PURPOSE | $20,650 | |
| HUDSON HELPING | |||||||
| 125 REDWOOD AVENUE | PATERSON | NJ | 07055 | PUBLIC CHARITY | GENERAL PURPOSE | $375 | |
| JFK MEDICAL CENTER FOUNDATION | |||||||
| 80 JAMES STREET | EDISON | NJ | 08820 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| KNIGHTS OF COLUMBUS | |||||||
| 366 E BROAD ST | BURLINGTON | NJ | 08016 | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| KULA FOR KARMA | |||||||
| 3 VREELAND AVENUE | HAWTHORNE | NJ | 07506 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| LABOR IN SPARKILL NJ | |||||||
| 247 E 20TH STREET | SPARKILL | NY | 10976 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| HUMC FOUNDATION | |||||||
| 60 RIDGE ROAD | MAHWAH | NJ | 07430 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| MORGAN HOFFMANN FOUNDATION | |||||||
| 22901 MILLCREEK BLVD | CLEVELAND | OH | 44122 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| MULTIPLE SCEROSIS OF AMERICA | |||||||
| 375 KINGS HIGHWAY N | CHERRY HILL | NJ | 08034 | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| NEW JERSEY SHARING NETWORK | |||||||
| 691 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| NEW JERSEY STATE PBA SURVIVOR | |||||||
| 158 MAIN STREET | WOODBRIDGE | NJ | 07095 | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| PONY POWER THERAPIES | |||||||
| 1170 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | PUBLIC CHARITY | GENERAL PURPOSE | $3,500 | |
| SAINT PIUS X CHURCH | |||||||
| 834 BROOKSIDE DRIVE | FAIRFIELD | CT | 06824 | PUBLIC CHARITY | GENERAL PURPOSE | $4,100 | |
| TABLE TO TABLE | |||||||
| 611 ROUTE 46 WEST | HASBROUCK HEIGHTS | NJ | 07604 | PUBLIC CHARITY | GENERAL PURPOSE | $12,750 | |
| THE CHALLENGERS TOUR | |||||||
| 473 WHITE BIRCH DRIVE | RIVERVALE | NJ | 07065 | PUBLIC CHARITY | GENERAL PURPOSE | $7,400 | |
| VINKA FUND | |||||||
| 3 AIR DANCER LANE | COLTS NECK | NJ | 07722 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,450 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $12,936 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,476 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $29,412 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,190 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | INVESTMENT ACCOUNT HELD FOR SECURITIES FOR THE PURPOSE OF |
| 2 | SPENDING ON CONTRIBUTIONS TO OTHER FOUNDATIONS AND FOR THE BENEFIT |
| 3 | OF THE FOUNDATION IN THE NEAR FUTURE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| PNC | 2021-01 | PURCHASED | 2021-12 | $75,745 | $87,573 | COST | $0 | -$11,828 |
| PNC | 2021-01 | PURCHASED | 2021-12 | $309,790 | $281,486 | COST | $0 | $28,304 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $395,459 | EOYBookValueAmt |
| EOYFMV | $613,169 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $56,996 | $56,996 |
| CORPORATE STOCK | $642,157 | $1,712,933 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN GREAT SHEPHERD | AT COST | $165,584 | $165,584 |
| INVESTMENT IN 277 KINDERKAMACK ROAD | AT COST | $214,508 | $214,508 |
| LOAN - CRUSH RESTAURANT | AT COST | $26,474 | $26,474 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $221,410 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES - PNC | $24,194 | $0 | $0 |
| BANK CHARGES | $49 | $0 | $0 |
| INSURANCE | $732 | $0 | $0 |
| MEALS | $5 | $0 | $0 |
| REPAIRS | $711 | $0 | $0 |
| PASSTHROUGH RENTAL LOSSES | $31,328 | $0 | $0 |
| OFFICE SUPPLIES | $50 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $28,371 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SENATE PLACE | Desc |
| BOY Book Value | $314,835 | BOYBookValueAmt |
| EOY Book Value | $321,342 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |