HARTNETT FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARTNETT FAMILY FOUNDATION INC (EIN 31-1489727)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-13
- IRS object ID
- 202121039349100447
- Schema version
- 2019v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-13T19:17:07-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222005150 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORZIO BROMBERG AND NEWMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PKWY PO BOX 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311489727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTNETT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PORZIO BROMBERG AND NEWMAN PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HART | BusinessNameControlTxt |
| Phone | 9735384006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PARKWAY PO BOX 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J HARTNETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735384006 | PhoneNum |
| Signature | 2021-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | I RICHARD PLOSS | PreparerPersonNm |
| PTIN | P01453622 | PTIN |
| Phone | 9735384006 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,862,689 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,142 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,116 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $160,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $213 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $212 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $191 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,480 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $813,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $796,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,817,209 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $816,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $841,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,862,689 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $865,602 | CapitalStockBOYAmt |
| Capital Stock EOY | $816,339 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$49,263 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $816,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $841,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $816,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $841,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $816,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $841,935 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $841,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 679 SHS JOHNSON & JOHNSON COMMON STOCK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1996-12-24 | AcquiredDt |
| Sold | 2020-02-19 | SoldDt |
| Gross Sales Price | $100,116 | GrossSalesPriceAmt |
| Gain Or Loss | $100,116 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $100,116 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,116 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,862 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,712,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,519 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,758,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,804 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,707,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,538 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,445,758 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045196 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,233 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,212,324 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049375 | DistributionYr5Rt |
| Total Distribution | 0.237344 | TotalDistributionRt |
| Average Distribution | 0.047469 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,844,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,044 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,748 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,792 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,277 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,675 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,675 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,822 | 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 | PORZIO BROMBERG AND NEWMAN PC | IndividualWithBooksNm |
| Phone | 9735384006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PKWY PO BOX 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD J HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY K HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | SECRETARY/TREASURER/TTEE | 0.00 | $0 | $0 | $0 |
| EDWARD M HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN F HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHLEEN A JACOBS | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,823,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,888,214 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,888,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,844,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,497 | TotalTaxAmt |
| Distributable Before Adj | $138,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $138,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $138,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,277 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,277 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $132,277 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,157 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,277 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,157 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,120 | 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 | $136,628 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD J HARTNETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE FOR THE MILITARY SERVICES USA | |||||||
| PO BOX 4469 | WASHINGTON | DC | 20017 | NONE | PC | GENERAL SUPPORT | $4,000 |
| CAFRICO INC | |||||||
| PO BOX 1011 | FLEMINGTON | NJ | 08822 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF METUCHEN | |||||||
| 319 MAPLE ST | PERTH AMBOY | NJ | 08861 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17152 | BALTIMORE | MD | 21298 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COVENANT HOUSE NJ | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORTGENERAL SUPPORT | $3,000 |
| THE CHURCH OF ST JAMES | |||||||
| PO BOX 310 | BASKING RIDGE | NJ | 07920 | NONE | PC | GENERAL SUPPORT | $24,000 |
| DANA FABER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FND | |||||||
| 2000 P ST NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LASALLE ACADEMY | |||||||
| 612 ACADEMY AVENUE | PROVIDENCE | RI | 02908 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MALTESER INTERNATIONAL AMERICAS | |||||||
| 1011 FIRST AVE SUITE 1322 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $4,000 |
| MATTAPOISETT LAND TRUST INC | |||||||
| PO BOX 31 | MATTAPOISETT | MA | 02739 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIVITY SCHOOL OF WORCESTER | |||||||
| 67 LINCOLN ST | WORCESTER | MA | 01605 | NONE | PC | GENERAL SUPPORT | $2,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 22705 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PONTIFICAL MISSION SOCIETIES | |||||||
| PO BOX 191 | METUCHEN | NJ | 08840 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PREGNANCY AID AND INFORMATION CENTER | |||||||
| 59 THOMPSON ST | RARITAN | NJ | 08869 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SISTERS OF CHRISTIAN CHARITY | |||||||
| 350 BERNARDSVILLE ROAD | MENDHAM | NJ | 07945 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST HELEN'S CHURCH | |||||||
| 1600 RAHWAY AVENUE | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST JOHN THE APOSTLE CHURCH | |||||||
| 1805 PENBROOK TERRACE | LINDEN | NJ | 07036 | NONE | PC | GENERAL SUPPORT | $4,000 |
| ST JOHN THE APOSTLE SCHOOL | |||||||
| VALLEY ROAD | CLARKE | NJ | 07066 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST MAGDALEN DE PAZZI CHURCH | |||||||
| 105 MINE ST | FLEMINGTON | NJ | 08822 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST PAUL'S PARISH | |||||||
| 502 WASHINGTON ST | WELLESLEY | MA | 02482 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST VINCENT DE PAUL FOOD PANTRY | |||||||
| 18 NIELSEN ST | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $4,000 |
| THE AID AND EDUCATION PROJECT INC | |||||||
| 14 ZANDER LANE | RANDOLPH | NJ | 07869 | NONE | PC | GENERAL SUPPORT | $1,500 |
| THE MUSTARD SEED OF WORCESTER COUNTY INC | |||||||
| PO BOX 2592 | WORCESTER | MA | 01613 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE SALVATION ARMY NJ DIVISION | |||||||
| 4 GARY RD | UNION | NJ | 07083 | NONE | PC | GENERAL SUPPORT | $2,200 |
| THE VALERIE FUND | |||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNION CATHOLIC HIGH SCHOOL | |||||||
| 1600 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $4,000 |
| DIOCESE OF METUCHEN | |||||||
| 146 METLARS LANE | PISCATAWAY | NJ | 08822 | NONE | PC | GENERAL SUPPORT | $18,000 |
| ORDER OF MALTA WW RELIEF MALTESER INT'L AMERICAS | |||||||
| 1011 FIRST AVE SUITE 1322 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,975 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,142 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,127 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORZIO, BROMBERG & NEWMAN PC | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 19,472 SHS JOHNSON & JOHNSON COMMON STOCK | StockNm |
| EOY Book Value | $796,455 | EOYBookValueAmt |
| EOYFMV | $2,817,209 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORZIO, BROMBERG & NEWMAN PC | CategoryTxt |
| Legal Fees | $425 | LegalFeesAmt |
| Net Investment Income | $213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $212 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS FEES | $175 | $175 | $0 |
| NJ ANNUAL REPORT | $31 | $16 | $15 |