DELISI FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DELISI FAMILY FOUNDATION (EIN 20-7408111)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202012329349101206
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-19T15:35:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207408111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The DeLisi Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DELI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MACKSOUD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $925,038 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,174 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,400 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,781 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,695 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $515 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,440 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,273 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $725,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $723,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $901,765 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $745,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $747,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $925,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $745,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $747,132 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $745,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $747,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $745,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $747,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $745,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,786 | ExcessRevenueOverExpensesAmt |
| Subtotal | $747,132 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $747,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $198,174 | GrossSalesPriceAmt |
| Cost Or Other Basis | $162,774 | CostOrOtherBasisAmt |
| Gain Or Loss | $35,400 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $35,400 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,400 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $899,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,981 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $897,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,757 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $842,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051942 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,629 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $880,951 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051795 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,187 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $934,013 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047309 | DistributionYr5Rt |
| Total Distribution | 0.247051 | TotalDistributionRt |
| Average Distribution | 0.04941 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $886,619 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $471 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $471 | SubtotalAmt |
| Tax Based On Investment Income | $471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $171 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $471 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jennifer Elizabeth Macksoud | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Mary Macksoud | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Trustee | 1.0 | $0 | $0 | $0 |
| Charles Joseph Macksoud Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| 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 | $885,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $900,121 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $900,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $886,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $471 | TotalTaxAmt |
| Distributable Before Adj | $43,860 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,860 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,755 | 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 | $44,755 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $471 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,855 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $44,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,855 | AppliedToYear1Amt |
| Applied To Current Year | $900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $42,960 | 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 | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS TO ANGELS SIERRA LEONE INC | |||||||
| PO BOX 241 | CRANFORD | NJ | 07016 | N/A | PC | General & Unrestricted | $1,000 |
| ANIMAL HAVEN INC | |||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,000 |
| BERKELEY-CARROLL STREET SCHOOL | |||||||
| 152 STERLING PL | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $2,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $1,000 |
| CONNECTICUT PUERTO RICAN FORUM INC | |||||||
| 95 PARK ST 2ND FL | HARTFORD | CT | 06106 | N/A | PC | Exclusively for BiCi Co. | $1,000 |
| CRANFORD FAMILY CARE ASSOCIATION INC | |||||||
| 61 MYRTLE ST | CRANFORD | NJ | 07016 | N/A | PC | General & Unrestricted | $1,000 |
| CREATIVE VISIONS FOUNDATION | |||||||
| 18820 PACIFIC COAST HWY STE 201 | MALIBU | CA | 90265 | N/A | PC | Living on One | $2,000 |
| LAWYERS IN DEFENSE OF ANIMALS INC | |||||||
| 1778 WATCHUNG AVE | PLAINFIELD | NJ | 07060 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $2,000 |
| OVERLOOK FOUNDATION | |||||||
| 46 BEAUVOIR AVE 48 | SUMMIT | NJ | 07901 | N/A | PC | Exclusive support of the Palliative Care Program | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | fund Planned Parenthoods | $2,000 |
| RAINFOREST ALLIANCE INC | |||||||
| 125 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $3,815 |
| REAL ART WAYS INC | |||||||
| 56 ARBOR ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $2,000 |
| RIVERKEEPER INC | |||||||
| 20 SECOR RD | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $2,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 335 GEORGE ST | NEW BRUNSWICK | NJ | 08901 | N/A | PC | Supporting research led by Dr. Vivian Hsu | $1,000 |
| SAFE HORIZON INC | |||||||
| 2 LAFAYETTE ST 3RD FL | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $2,000 |
| SAINT JOHN'S FEED THE HUNGRY (dba SAINT JOHN'S SOU | |||||||
| 22 MULBERRY ST | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,315 | 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 | $74 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,307 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,400 | 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 | $55,781 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,781 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. CLASS | $24,827 | $36,240 |
| CAPITAL INCOME BUILDER CL F 2 | $50,572 | $55,121 |
| FIRST EAGLE GLOBAL FUND CLASS | $65,969 | $73,376 |
| ISHARE SP SMALL CAP 600 INDEX | $18,314 | $36,307 |
| ISHARES S&P 500 GROWTH INDEX F | $44,770 | $91,784 |
| ISHARES S&P 500 VALUE INDEX FU | $57,025 | $91,063 |
| ISHARES S&P U.S. PREFERRED STO | $37,922 | $36,500 |
| ISHARES TR S & P MIDCAP 400 IN | $27,584 | $45,486 |
| JP MORGAN STRATEGIC INCOME OPP | $37,101 | $36,082 |
| NEW PERSPECTIVE FUND, CLASS F | $44,832 | $46,543 |
| PRUDENTIAL SHORT-TERM CORPOROR | $46,274 | $45,080 |
| PRUDENTIAL TOTAL RETURN BD FD | $45,384 | $44,856 |
| T. ROWE PRICE BLUE CHIP GROWTH | $26,890 | $27,852 |
| VANGAURD HIGH-YIELD CORPORATE | $44,461 | $45,226 |
| VANGUARD BALANCED INDEX FD ADM | $49,257 | $54,874 |
| VANGUARD DIVIDEND APPRECIATION | $33,109 | $54,726 |
| VANGUARD FTSE DEVELOPED MARKET | $47,379 | $54,723 |
| VANGUARD FTSE EMERGING MARKETS | $22,189 | $25,926 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,440 | $8,440 | |
| Bank Charges | $30 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,695 | Amt |
| Net Investment Income | $8,695 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $300 |
| 990-PF Excise Tax for 2018 | $215 |