TENYO FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TENYO FAMILY FOUNDATION INC (EIN 35-2400531)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202031699349100103
- Schema version
- 2019v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T09:00:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | 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 | 352400531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TENYO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TENY | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W 47TH ST NY8-114-07-07 AFT | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MAIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2020-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2020-05-29 | PreparationDt |
| 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 | $1,994,662 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,109 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $182 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $90,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,292 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,845 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,897 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $434 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,832 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,111 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,111 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,508 | CashBOYAmt |
| Cash EOY | -$2,047 | CashEOYAmt |
| Cash EOYFMV | -$2,047 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,141 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,751,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,804,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,971,568 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,849,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,827,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,994,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,849,184 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,827,146 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,849,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,827,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,849,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,827,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,849,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47 | OtherIncreasesAmt |
| Subtotal | $1,828,007 | SubtotalAmt |
| Other Decreases | $861 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,827,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 143. AMERICAN CENTURY SMALL CAP VALUE FUND | 2013-03-27 | 2019-05-08 | $1,078 | $1,362 | -$284 | -$284 | |
| 153. EATON VANCE LARGE-CAP VALUE FUND | 2012-10-19 | 2019-05-08 | $2,924 | $3,026 | -$102 | -$102 | |
| 10. EATON VANCE LARGE-CAP VALUE FUND | 2012-10-19 | 2019-05-29 | $186 | $198 | -$12 | -$12 | |
| 364. EATON VANCE LARGE-CAP VALUE FUND | 2012-10-19 | 2019-11-21 | $7,484 | $7,200 | $284 | $284 | |
| 16. AMERICAN FUNDS EUROPACIFIC GROWTH FUND | 2012-10-19 | 2019-05-08 | $822 | $641 | $181 | $181 | |
| 31. AMERICAN FUNDS EUROPACIFIC GROWTH FUND | 2012-10-19 | 2019-11-21 | $1,684 | $1,242 | $442 | $442 | |
| 55. AMERICAN - THE GROWTH FUND OF AMERICA | 2012-10-19 | 2019-05-08 | $2,716 | $1,855 | $861 | $861 | |
| 118. AMERICAN - THE GROWTH FUND OF AMERICA | 2012-10-19 | 2019-11-21 | $6,178 | $3,980 | $2,198 | $2,198 | |
| 20. HANCOCK HORIZON | 2014-03-07 | 2019-05-08 | $467 | $452 | $15 | $15 | |
| 131. HARTFORD GROWTH OPPORTUNITIES FUND/THE | 2012-10-19 | 2019-05-08 | $5,638 | $3,986 | $1,652 | $1,652 | |
| 15. JANUS HENDERSON FORTY FUND | 2012-10-19 | 2019-03-14 | $528 | $566 | -$38 | -$38 | |
| 81. JANUS HENDERSON FORTY FUND | 2012-11-04 | 2019-03-14 | $2,849 | $3,099 | -$250 | -$250 | |
| 41. JANUS HENDERSON FORTY FUND | 2014-03-10 | 2019-05-08 | $1,490 | $1,728 | -$238 | -$238 | |
| 53. JANUS HENDERSON FORTY FUND | 2012-11-04 | 2019-05-08 | $1,927 | $2,028 | -$101 | -$101 | |
| 52. JANUS HENDERSON FORTY FUND | 2014-03-10 | 2019-05-29 | $1,853 | $2,192 | -$339 | -$339 | |
| 137. JANUS HENDERSON FORTY FUND | 2014-12-09 | 2019-11-21 | $5,502 | $6,162 | -$660 | -$660 | |
| 132. JANUS HENDERSON FORTY FUND | 2014-03-10 | 2019-11-21 | $5,301 | $5,564 | -$263 | -$263 | |
| 9. CLEARBRIDGE SMALL CAP GROWTH FUND | 2014-05-07 | 2019-05-08 | $341 | $232 | $109 | $109 | |
| 11. CLEARBRIDGE SMALL CAP GROWTH FUND | 2014-12-09 | 2019-05-08 | $417 | $331 | $86 | $86 | |
| 9. THOMAS WHITE INTERNATIONAL FUND | 2012-10-19 | 2019-05-08 | $134 | $152 | -$18 | -$18 | |
| 223. MFS TOTAL RETURN BOND FUND | 2012-10-19 | 2019-03-14 | $2,339 | $2,484 | -$145 | -$145 | |
| 53. MFS TOTAL RETURN BOND FUND | 2012-10-19 | 2019-05-08 | $563 | $590 | -$27 | -$27 | |
| 450. MFS TOTAL RETURN BOND FUND | 2012-10-19 | 2019-05-29 | $4,811 | $5,013 | -$202 | -$202 | |
| 79. MFS VALUE FUND | 2012-10-19 | 2019-03-14 | $3,154 | $2,034 | $1,120 | $1,120 | |
| 42. MFS VALUE FUND | 2012-10-19 | 2019-05-08 | $1,710 | $1,082 | $628 | $628 | |
| 13. MFS VALUE FUND | 2012-10-19 | 2019-05-29 | $517 | $335 | $182 | $182 | |
| 159. MFS VALUE FUND | 2012-10-19 | 2019-11-21 | $6,939 | $4,094 | $2,845 | $2,845 | |
| 290. METROPOLITAN WEST TOTAL RETURN BOND FUND | 2012-10-19 | 2019-03-14 | $3,048 | $3,205 | -$157 | -$157 | |
| 22. METROPOLITAN WEST TOTAL RETURN BOND FUND | 2012-10-19 | 2019-05-08 | $234 | $243 | -$9 | -$9 | |
| 500. METROPOLITAN WEST TOTAL RETURN BOND FUND | 2012-10-19 | 2019-05-29 | $5,365 | $5,525 | -$160 | -$160 | |
| 312. PIMCO TOTAL RETURN FUND | 2012-10-19 | 2019-03-14 | $3,126 | $3,557 | -$431 | -$431 | |
| 985. PIMCO TOTAL RETURN FUND | 2012-10-19 | 2019-05-29 | $10,047 | $11,228 | -$1,181 | -$1,181 | |
| 4. JP MORGAN UNDSCVRD MNGRS | 2013-10-14 | 2019-05-08 | $250 | $200 | $50 | $50 | |
| CAPITAL GAIN DIVIDENDS | $44,073 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,109 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $87,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,888,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046452 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,839,626 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047144 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,741,344 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,428 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,799,312 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042476 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,464 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,378,527 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040234 | DistributionYr5Rt |
| Total Distribution | 0.224218 | TotalDistributionRt |
| Average Distribution | 0.044844 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,902,168 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $732 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,397 | 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 | $732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $548 | OverpaymentAmt |
| Applied To ES Tax | $548 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | false | 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 | BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET NY8-114-07-07 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | 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 |
|---|---|---|---|---|---|---|
| MARY MAIER | ||||||
| 811 ARBOR ROAD | PARAMUS | NJ | 07652 | PRESIDENT | 1 | $0 |
| KURT MAIER | ||||||
| 811 ARBOR ROAD | PARAMUS | NJ | 07652 | VICE PRESIDENT | 1 | $0 |
| PATRICIA MAIER | ||||||
| 811 ARBOR ROAD | PARAMUS | NJ | 07652 | SECRETARY | 2 | $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 |
| 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 | $1,910,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,931,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,931,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,902,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $732 | TotalTaxAmt |
| Distributable Before Adj | $94,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,376 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,397 | 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 | $92,397 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $732 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,804 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,804 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,593 | 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 | $81,783 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PARTNERS HEALTHCARE SYSTEM | |||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 021451465 | N/A | PC | FRIENDS OF NURSES HEALTH | $20,000 |
| SPECTRUM FOR LIVING DEVEL | |||||||
| 210 RIVERDALE RD APT 3 | RIVERDALE | NJ | 076756281 | N/A | PC | DESIGNATED FOR GROUP HOMES | $1,000 |
| ECLC FOUNDATION | |||||||
| 100 PASSAIC AVENUE | CHATHAM | NJ | 079282848 | N/A | PC | UNRESTRICTED GENERAL | $6,000 |
| WAYNE COUNTY PUBLIC LIBRARY | |||||||
| 1406 N MAIN STREET | HONESDALE | PA | 184312055 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| GREATER CARBONDALE YMCA | |||||||
| 82 MAIN STREET | CARBONDALE | PA | 18407 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| THE COOPERAGE PROJECT | |||||||
| 1030 MAIN STREET | HONESDALE | PA | 18431 | N/A | PC | UNRESTRICTED GENERAL | $4,000 |
| READING RECOVERY COUNCIL | |||||||
| 550 WEST WILSON BRIDGE RD | WORTHINGTON | OH | 43085 | N/A | PC | 10 TEACHER SCHOL TO ATTEND | $10,000 |
| TRAILS FOR YOUTH | |||||||
| 6109 FOX HILL ST | SPRINGFIELD | VA | 221502428 | N/A | PC | UNRESTRICTED GENERAL | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,183 | 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 | $50,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $182 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,474 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEW JERSEY ONLY REQUIRES REPORTING IF SOLICITED CONTRIBUTIONS ARE GREATER THAN $10,000.00. THE FOUNDATION RECEIVED NO SOLICITED CONTRIBUTIONS. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 416641207 HARTFORD GROWTH OPPO | AT COST | $144,886 | $151,927 |
| 592905509 METROPOLITAN WEST TO | AT COST | $177,331 | $179,613 |
| 543917702 THOMAS WHITE INTERNA | AT COST | $68,657 | $67,390 |
| 24610C857 DELAWARE VALUE FUND | AT COST | $117,391 | $158,083 |
| 55272P778 MFS TOTAL RETURN BON | AT COST | $175,594 | $177,727 |
| 47103A658 JANUS HENDERSON FORT | AT COST | $134,975 | $158,874 |
| 72201M552 PIMCO TOTAL RETURN F | AT COST | $368,639 | $355,768 |
| 52470H765 CLEARBRIDGE SMALL CA | AT COST | $46,873 | $59,242 |
| 41012R787 HANCOCK HORIZON | AT COST | $56,418 | $66,405 |
| 025076845 AMERICAN CENTURY SMA | AT COST | $31,430 | $30,295 |
| 552983694 MFS VALUE FUND | AT COST | $117,446 | $156,782 |
| 29875E100 AMERICAN FUNDS EUROP | AT COST | $55,601 | $66,108 |
| 277905642 EATON VANCE LARGE-CA | AT COST | $145,540 | $156,466 |
| 399874825 AMERICAN - THE GROWT | AT COST | $136,137 | $157,415 |
| 904504495 JP MORGAN UNDSCVRD M | AT COST | $27,134 | $29,473 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $861 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $1,832 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $182 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME ADJUSTMENT | Desc |
| Amt | $47 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UST-MLT FEES AS AGENT | $7,200 | $4,320 | $2,880 |
| INVESTMNT MNGMNT FEES (NON-DED | $17,542 | $10,525 | $7,017 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $426 | $426 | $0 |
| EXCISE TAX - PRIOR YEAR | $910 | $0 | $0 |
| EXCISE TAX ESTIMATES | $1,280 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |