EDMOND N & VIRGINIA MORIARTY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDMOND N & VIRGINIA MORIARTY CHARITABLE FOUNDATION INC (EIN 22-3666468)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-18
- IRS object ID
- 202142309349100609
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-18T09:34:55-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JEFFERSON ROAD | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223666468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMOND N & VIRGINIA H MORIARTY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDMO | BusinessNameControlTxt |
| Phone | 9739668029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JEFFERSON RD ATTN C P ABRAH | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA H MORIARTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9739668029 | PhoneNum |
| Signature | 2021-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | MORIARTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES P ABRAHAM | PreparerPersonNm |
| PTIN | P00602382 | PTIN |
| Phone | 9739668029 | 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 | 2020 | 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 | $2,255,762 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $472,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,847 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $139,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,857 | 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 |
| Other Prof Fees Rev And Expnss | $13,453 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,453 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,639 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,153,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,221,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,439,818 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $681,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $628,199 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $757,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,893,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,908,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,255,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$437 | CapitalStockBOYAmt |
| Capital Stock EOY | -$437 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,893,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,909,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,893,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,908,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,893,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,908,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,893,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,971 | OtherIncreasesAmt |
| Subtotal | $1,908,585 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,908,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH *2130 PER 1099 | P | $113,542 | $74,290 | $39,252 | $39,252 |
| MERRILL LYNCH *2130 PER 1099 | P | $314,559 | $256,695 | $57,864 | $57,864 |
| MERRILL LYNCH *4F65 PER 1099 | P | $42,832 | $32,624 | $10,208 | $10,208 |
| CAPITAL GAINS DIVIDENDS | P | $1,523 | $1,523 | $1,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,847 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | 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 | $1,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $106 | OverpaymentAmt |
| Applied To ES Tax | $106 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 P ABRAHAM ESQ | IndividualWithBooksNm |
| Phone | 9739668029 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE JEFFERSON RD | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA H MORIARTY | ||||||||
| 39 SHALEBROOK DRIVE | MORRISTOWN | NJ | 07960 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| EDMOND N MORIARTY III | ||||||||
| 6 SHERWOOD FARM ROAD | FAR HILLS | NJ | 07931 | VICE PRES/DIRECTOR | 0.50 | $0 | $0 | $0 |
| PATRICIA M PARISI | ||||||||
| 1 FOX HUNT COURT | FAR HILLS | NJ | 07931 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELIZABETH M KEMP | ||||||||
| 14 EGLANTINE AVENUE | PENNINGTON | NJ | 08534 | ASST SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN M GALLAGHER | ||||||||
| 8 WEDGEWOOD COURT | BELLE MEAD | NJ | 08502 | SECRETARY/ASST TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHLEEN M SKIFF | ||||||||
| 4 ESSEX DRIVE | MENDHAM | NJ | 07945 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY ELLEN MORIARTY | ||||||||
| 18 WEST 70TH STREET APT 1D | NEW YORK | NY | 10123 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN D MORIARTY | ||||||||
| 41 POST-KUNHARDT ROAD | BERNARDSVILLE | NJ | 07924 | TREASURER/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 | $1,912,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,998,606 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,998,606 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,968,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,734 | TotalTaxAmt |
| Distributable Before Adj | $96,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,697 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,697 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $109,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $237,608 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,360 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,285 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,653 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $645,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,803 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $658,459 | 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 | $237,608 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $420,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,360 | ExcessFromYear4Amt |
| Excess From Year3 | $138,750 | ExcessFromYear3Amt |
| Excess From Year2 | $97,285 | ExcessFromYear2Amt |
| Excess From Year1 | $29,653 | ExcessFromYear1Amt |
| Excess From Current Year | $12,803 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA H MORIARTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR THE BLIND | |||||||
| 2 PENN PLAZA STE 1102 | NEW YORK | NY | 10121 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| MULTIPLE MYELOMA RESEARCH FUND | |||||||
| PO BOX 414238 | BOSTON | MA | 02241 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEWARK | |||||||
| 590 NORTH 7TH ST | NEWARK | NJ | 07107 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CHRISTOPHER & DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE STE 3A | SHORT HILLS | NJ | 07078 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| GOING PLACES | |||||||
| PO BOX 2188 | MT PLEASANT | SC | 29465 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| COASTAL CONSERVANCY LEAGUE | |||||||
| PO BOX 1765 | CHARLESTON | SC | 29402 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| SEA ISLAND HABITAT FOR HUMANITY | |||||||
| 2545 BOHICKET ROAD | JOHNS ISLAND | SC | 29455 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| MANE STREAM | |||||||
| PO BOX 305 | OLDWICK | NJ | 08858 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| GREAT SWAMP WATERSHED ASSOCIATION | |||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| ONE MONTSHIRE ROAD | NORWICH | VT | 05055 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ELON ACADEMY | |||||||
| 2108 CAMPUS BOX | ELON | NC | 27144 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| ENDEAVOR THERAPEUTIC HORSEMANSHIP | |||||||
| PO BOX 328 | BEDFORD | NY | 10506 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| GOOD NEIGHBOR HEALTH CLINIC | |||||||
| 70 NORTH MAIN ST | WHITE RIVER JCT | VT | 05001 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| REACH OUT & READ NATIONAL CENTER | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HOMELESS SOLUTIONS | |||||||
| 6 D/DUMONT PLACE 3RD FL | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| INTERFAITH FOOD PANTRY | |||||||
| 2 EXECUTIVE DR | MORRIS PLAINS | NJ | 07950 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,500 |
| KEMMERER LIBRARY | |||||||
| 19 BLUE MILL ROAD | NEW VERNON | NJ | 07976 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ST JUDE'S HOSPITAL | |||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| LIFE CAMP | |||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HOMEFRONT | |||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| LOVE YOUR BRAIN | |||||||
| PO BOX 247 | NORWICH | VT | 05005 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LOWCOUNTRY LAND TRUST | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| WAYPOINT | |||||||
| PO BOX 448 | MANCHESTER | NH | 03105 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| NOAH JAMES HARDT FOUNDATION | |||||||
| PO BOX 567 | LEWISBURG | PA | 17837 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| NORTHERN NY COMMUNITY FUNDATION | |||||||
| 131 WASHINGTON ST | WATERTOWN | NY | 13601 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| OPERATION GRATITUDE | |||||||
| PO BOX 260257 | ENCINO | CA | 91426 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| SEAS IT CANCER RECOVERY THROUGH RECREATION | |||||||
| PO BOX 51 | ALLENHURST | NJ | 07711 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| SOLE TRAIN TRINITY BOSTON CONNECTS | |||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ST LAWRENCE FUND FOR NORTH COUNTRY SCHOLARSHIPS ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMADA DRIVE | CANTON | NY | 13617 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| ST VINCENT'S ACADEMY | |||||||
| 228 WEST MARKET STREET | NEWARK | NJ | 07103 | N/A | PUBLIC CHARITY | FINANCIAL AID TO STUDENTS SUFFERING HARDSHIP | $12,000 |
| STEVEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVE | WHITE RIVER JCT | VT | 05001 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,500 |
| ZACK'S PLACE | |||||||
| PO BOX 634 | WOODSTOCK | VT | 05091 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| BROOKLYN JESUIT PREP | |||||||
| 560 STERLING PLACE | BROOKLYN | NY | 11238 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| CRISTO-REY NEW YORK HIGH SCHOOL | |||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| CORNELIA CONNELLY CENTER | |||||||
| 220 E 4TH ST | NEW YORK | NY | 10009 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SETON HALL PREP GRIFFIN BRIDGES PROGRAM | |||||||
| 120 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST IGNATIUS SCHOOL | |||||||
| 740 MANIDA STREET | BRONX | NY | 10474 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST PETER'S UNIVERSITY | |||||||
| 2641 KENNEDY BLVD | JERSEY CITY | NJ | 07306 | N/A | PUBLIC CHARITY | FINANCIAL AID TO STUDENTS SUFFERING HARDSHIP | $10,000 |
| ST PETER'S PREP'S | |||||||
| 144 GRAND STREET | JERSEY CITY | NJ | 07302 | N/A | PUBLIC CHARITY | FINANCIAL AID TO STUDENTS SUFFERING HARDSHIP | $10,000 |
| LONG HILL PUBLIC LIBRARY | |||||||
| 917 VALLEY ROAD | GILLETTE | NJ | 07933 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,500 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,857 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,289 BANK OF AMERICA (DONATED) | $111,390 | $39,070 |
| 1,508 BANK OF AMERICA (DONATED) | $71,279 | $45,707 |
| 1,719 BANK OF AMERICA (DONATED) | $109,480 | $52,103 |
| 2,020 BANK OF AMERICA | $32,415 | $61,227 |
| 430 BANK OF AMERICA (DONATED) | $43,353 | $13,033 |
| 640 BANK OF AMERICA (DONATED) | $35,120 | $19,398 |
| 293 SHS BRISTOL-MYERS SQUIBB | $624 | $202 |
| 1,463 SHS AGNC INVT CORP | $23,743 | $22,823 |
| 29 SHS ALPHABET INC CL C | $17,150 | $50,804 |
| 10 SHS AMAZON COM INC | $19,719 | $32,569 |
| 389 SHS APPLE INC | $11,303 | $51,616 |
| 202 APTIV PLC | $9,792 | $26,319 |
| 105 SHS ARISTA NETWORKS INC | $20,618 | $30,510 |
| 104 SHS BECTON DICKINSON CO | $15,078 | $26,023 |
| 372 SHS BRISTOL-MYERS SQUIBB CO | $21,094 | $23,075 |
| 246 SHS CAMDEN PPTY TR | $20,346 | $24,580 |
| 295 SHS CERNER CORP | $18,301 | $23,152 |
| 213 SHS CHEVRON CORP | $23,654 | $17,988 |
| 137 SHS CIGNA CORP | $25,150 | $28,521 |
| 633 SHS CISCO SYSTEMS INC | $17,187 | $28,327 |
| 455 SHS CITIGROUP INC | $27,836 | $28,055 |
| 511 SHS CORTEVA INC | $13,805 | $19,786 |
| 624 SHS CUBESMART | $16,256 | $20,973 |
| 340 SHS DUPONT DE NEMOURS INC | $21,721 | $24,177 |
| 218 SHS EATON CORP PLC | $11,780 | $26,190 |
| 336 SHS EBAY INC | $12,975 | $16,884 |
| 171 SHS ELECTRONIC ARTS INC | $17,676 | $24,556 |
| 194 SHS EOG RESOURCES INC | $13,681 | $9,675 |
| 490 SHS EXELON CORP | $18,434 | $20,688 |
| 78 SHS FEDEX CORP | $14,820 | $20,250 |
| 209 SHS FIDELITY NATL INFO SVCS | $27,348 | $29,565 |
| 173 SHS FIRST REP BK SAN FRAN | $11,879 | $25,419 |
| 198 SHS FORTINET INC | $8,612 | $29,409 |
| 864 SHS GILDAN ACTIVEWEAR INC | $17,579 | $24,201 |
| 133 SHS GOLDMAN SACHS GROUP INC | $28,567 | $35,073 |
| 66 SHS INTUIT INC | $9,740 | $25,070 |
| 123 SHS LABORATORY CP AMER HLDGS | $15,211 | $25,037 |
| 173 SHS MEDTRONIC PLC | $19,096 | $20,265 |
| 306 SHS MERCK AND CO INC | $24,651 | $25,031 |
| 213 SHS MICROSOFT CORP | $12,150 | $47,375 |
| 362 SHS OTIS WORLDWIDE CORP | $19,905 | $24,453 |
| 102 SHS PEPSICO INC | $9,561 | $15,127 |
| 217 SHS PROGRESSIVE CORP | $17,269 | $21,457 |
| 405 SHS RAYTHEON TECHNOLOGIES | $26,373 | $28,962 |
| 139 SHS SALESFORCE COMN INC | $13,481 | $30,932 |
| 148 SHS SEMPRA ENERGY | $15,252 | $18,857 |
| 209 SHS SILICON LABS INC | $12,917 | $26,614 |
| 1,207 SHS SPROUTS FARMERS MARKETS | $26,089 | $24,261 |
| STARBUCKS CORP | $17,371 | $25,889 |
| 741 SHS STEVEN MADDEN LTD | $16,476 | $26,172 |
| 259 SHS T-MOBILE US INC | $20,724 | $34,926 |
| 163 SHS WALMART INC | $13,499 | $23,496 |
| 137 SHS 3M COMPANY | $22,060 | $23,946 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,644 SHS ISHARES MSCI EAFE | AT COST | $185,845 | $192,906 |
| 712 SHS ISHARES TR RUSSELL 2000 | AT COST | $83,214 | $139,595 |
| 17,962.096 SHS BLACKROCK GLOBAL LONG | AT COST | $212,962 | $202,073 |
| 2,252 SHS ISHARES RUSSELL MIDCAP | AT COST | $90,482 | $154,375 |
| 803 SHS VANGUARD REAL ESTATE ETF | AT COST | $55,696 | $68,199 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CMA FEES | $300 | $300 | $0 |
| EXCHANGE FEE | $1,339 | $1,339 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTION | $637 |
| NON DIVIDEND DISTRIBUTION | $1,334 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $13,453 | Amt |
| Net Investment Income | $13,453 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID 04F65 | $17 | $17 | $0 |
| EXCISE TAX PAYMENTS | $1,792 | $0 | $0 |