MARISA MARTINI PRIVATE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARISA MARTINI PRIVATE FOUNDATION INC (EIN 87-1325288)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-06
- IRS object ID
- 202512499349100001
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-06T07:34:20-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079811070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871325288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marisa Martini Private Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | c/o Rebecca Alicea | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % REBECCA ALICEA | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 9734350690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07981 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Conor Gelson | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9738676876 | PhoneNum |
| Signature | 2025-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA PERREAULT | PreparerPersonNm |
| PTIN | P01308816 | PTIN |
| Phone | 9738989494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,618,228 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 |
| Dividends Rev And Expnss | $1,193,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,193,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $363,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,892,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $363,746 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,556,748 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,556,748 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,326 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $663 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $663 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,128 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,064 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,064 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,322 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,402 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $354 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $354 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,131,792 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,131,792 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,303,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,196,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $253,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,485,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,814 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,826 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,925,213 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,460,780 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,490,008 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,698,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,931,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,749,600 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,612,683 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,973,384 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,164,794 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $23,365,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,597,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,618,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,365,035 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,597,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,365,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,597,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,365,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,597,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,365,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $253,098 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,618,133 | SubtotalAmt |
| Other Decreases | $20,216 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,597,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $8,892,660 | $8,529,232 | $363,428 | $363,428 |
| CAPITAL GAIN DISTRIBUTIONS | 2024-12-31 | $318 | $0 | $318 | $318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $363,746 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,646 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,646 | SubtotalAmt |
| Tax Based On Investment Income | $20,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,817 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Backup Withholding Withheld | $25,747 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,564 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,918 | OverpaymentAmt |
| Applied To ES Tax | $9,918 | AppliedToESTaxAmt |
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 | NV | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA ALICEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734350690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 JEFFERSON PARK SUITE 400 | AddressLine1Txt |
| City | WHIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07981 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Conor Gelson | ||||||||
| 4604 Trail Crest Cir | Austin | TX | 78735 | PRESIDENT | 4.0 | $25,000 | $0 | $0 |
| James Damiano MD | ||||||||
| 145 W 79th st Apt 9B | NEW YORK | NY | 10024 | DIRECTOR | 3.0 | $12,500 | $0 | $0 |
| Elizabeth Dragalin | ||||||||
| 14 Prospect St | Mendham | NJ | 07945 | DIRECTOR | 4.0 | $12,500 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley Smith Barney LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 New York Plaza 7FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment mgmt | ServiceTypeTxt |
| Compensation | $55,645 | CompensationAmt |
| 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 | $24,091,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $403,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,494,911 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,494,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,127,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,206,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,206,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,646 | TotalTaxAmt |
| Distributable Before Adj | $1,185,728 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,185,728 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,185,728 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,196,452 | 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 | $1,196,452 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,185,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $985,406 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,196,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $985,406 | AppliedToYear1Amt |
| Applied To Current Year | $211,046 | 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 |
| Undistributed Income CY | $974,682 | 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 |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSE | $2,000 |
| ANCHOR RIDGE | |||||||
| 1137 RIVER RD LIBERTY GROVE RD N | WILKESBORO | NC | 28659 | NONE | PC | GENERAL PURPOSE | $25,000 |
| AUSTIN FARM SANCTUARY | |||||||
| 1165 OLD PIN OAK RD | PAIGE | TX | 78659 | NONE | PC | GENERAL PURPOSE | $1,000 |
| BERKLEY COUNTY BACKPACK PROGRAM | |||||||
| PO BOX 2153 | HEDGESVILLE | WV | 25427 | NONE | PC | GENERAL PURPOSE | $15,000 |
| BERNICES PLACE | |||||||
| 118 DIVISION STREET | ELIZABETH | NJ | 07201 | NONE | PC | GENERAL PURPOSE | $25,000 |
| BIG LOVE CANCER CARE | |||||||
| 10201 W MARKHAM ST | LITTLE ROCK | AR | 72205 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BRAILLE INSTITUTE | |||||||
| 741 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | NONE | PC | GENERAL PURPOSE | $100,000 |
| BURNS RECOVERED | |||||||
| 420 DUNCAN AVENUE SUITE 201 | ST LOUIS | MO | 63110 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CAMP FATIMA OF NJ | |||||||
| PO BOX 654 | HARRISON | NJ | 07029 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CAMP NO WORRIES | |||||||
| 71 POWELL PLACE RD | TABERNACLE | NJ | 08088 | NONE | PC | GENERAL PURPOSE | $10,000 |
| CAMP RISING SUN | |||||||
| 6 RISING SUN LN | RHINEBECK | NY | 12572 | NONE | PC | GENERAL PURPOSE | $10,000 |
| CANDLELIGHTERS OF NYC | |||||||
| 345 EAST 73RD STREET APT 2L | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CATALYST SPORTS | |||||||
| 2020 HOWELL MILL RD NW SUITE D560 | ATLANTA | GA | 30318 | NONE | PC | GENERAL PURPOSE | $10,000 |
| EMPOWER ETHIOPIA INC | |||||||
| 2 EAST KENMAR ROAD | ALBANY | NY | 11224 | NONE | PC | GENERAL PURPOSE | $49,074 |
| FAMILIES OF THE WOUNDED FUND | |||||||
| 806 BROMPTON STREET | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL PURPOSE | $20,000 |
| FOUNDATION FOR INTERNATIONAL SERVICES | |||||||
| 505 5TH AVE S SUITE 101 | EDMONDS | WA | 98020 | NONE | PC | GENERAL PURPOSE | $25,000 |
| FOUNDATION WITH PURPOSE INC | |||||||
| 24 HUTTON AVE APT37 | WEST ORANGE | NJ | 070520705 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FRIENDS OF GUATEMALAN CHILDREN INC | |||||||
| 948 N LAJOLLA AVE | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL PURPOSE | $50,000 |
| HANDS OFFERING HOPE | |||||||
| 71 TWITCHGRASS ROAD | TRUMBULL | CT | 06611 | NONE | PC | GENERAL PURPOSE | $6,000 |
| HOGS FOR THE CAUSE | |||||||
| PO BOX 792300 | NEW ORLEANS | LA | 70179 | NONE | PC | GENERAL PURPOSE | $15,000 |
| HOLY FAMILY PARISH | |||||||
| 56 THROOP AVE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL PURPOSE | $25,000 |
| HOMELESS VETERANS SERV | |||||||
| 210 E BROAD ST STE 202 | FALLS CHURCH | VA | 22046 | NONE | PC | GENERAL PURPOSE | $15,000 |
| HUTTO RESOURCE CENTER | |||||||
| 204 E LIVE OAK ST | HUTTO | TX | 78634 | NONE | PC | GENERAL PURPOSE | $10,000 |
| LAFAYETTE NURSERY SCHOOL | |||||||
| 979 1ST STREET | LAFAYETTE | CA | 94549 | NONE | PC | GENERAL PURPOSE | $1,000 |
| LEASHES OF VALOR | |||||||
| 8407 OLD PLANK RD | FREDERICKSBURG | VA | 224078668 | NONE | PC | GENERAL PURPOSE | $25,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MERCY CENTER | |||||||
| 377 E 145TH ST | BRONX | NY | 10454 | NONE | PC | GENERAL PURPOSE | $50,000 |
| NAZARETH FARMS | |||||||
| 665 NAZARETH FARM RD | SALEM | WV | 26426 | NONE | PC | GENERAL PURPOSE | $40,000 |
| NOURISH NJ | |||||||
| 36 SUSSEX AVE | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL PURPOSE | $25,000 |
| NOVICK GLOBAL CARDIAC ALLIANCE | |||||||
| 1750 MADISON AVENUE STE 500 | MEMPHIS | TN | 38104 | NONE | PC | GENERAL PURPOSE | $100,000 |
| ONE SIMPLE WISH | |||||||
| 1977 N OLDEN AVENUE 292 | TRENTON | NJ | 08618 | NONE | PC | GENERAL PURPOSE | $19,813 |
| OPERATION AIRDROP | |||||||
| 1226 COUNTY ROAD 4380 | DECATUR | TX | 762348709 | NONE | PC | GENERAL PURPOSE | $25,000 |
| OUR LADY QUEEN OF PEACE CATHOLIC CHURCH | |||||||
| 2700 19TH STREET | ARLINGTON | VA | 22204 | NONE | PC | GENERAL PURPOSE | $25,000 |
| PARTNERSHPS FOR CHILDREN | |||||||
| PO BOX 204444 | AUSTIN | TX | 78720 | NONE | PC | GENERAL PURPOSE | $50,450 |
| ST PETERS PREP | |||||||
| 144 GRAND STREET | JERSEY CITY | NJ | 07302 | NONE | PC | GENERAL PURPOSE | $110,000 |
| STREET YOUTH MINISTER OF AUSTIN | |||||||
| 2008 JUSTIN LN BUILDING A | AUSTIN | TX | 78757 | NONE | PC | GENERAL PURPOSE | $25,000 |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DR STE 200 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL PURPOSE | $25,000 |
| THE MARJORIE F HUGHES FUND FOR CHILDREN | |||||||
| PO BOX 50043 | ARLINGTON | VA | 22205 | NONE | PC | GENERAL PURPOSE | $10,000 |
| UNITED CAJUN NAVY | |||||||
| 2053 W MAGNA CARTA PL | BATON ROUGE | LA | 70815 | NONE | PC | GENERAL PURPOSE | $25,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| 1211 MEDICAL CENTER DRIVE | NASHVILLE | TN | 37232 | NONE | PC | GENERAL PURPOSE | $25,000 |
| WARRIOR NOW | |||||||
| 5650 GREENWOOD PLAZA UNIT 113 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | GENERAL PURPOSE | $30,000 |
| WISHING CHAIR FOUNDATION | |||||||
| 1150 CONNECTICUT AVE NW STE 1025 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PURPOSE | $10,000 |
| New Community Corporation | |||||||
| 233 West Market Street | Newark | NJ | 07103 | none | PC | general purpose | $5,000 |
| Community Food Bank | |||||||
| 31 evans terminal | Hillside | NJ | 07205 | none | PC | general purpose | $1,455 |
| Jespy House Inc | |||||||
| 76 South Orange Ave | South Orange | NJ | 07079 | none | PC | general purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,131,792 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,193,002 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $363,746 | 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 | $1,556,748 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,556,748 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,128 | Amt |
| Net Investment Income | $12,064 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,064 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #4363-527 | $5,625,560 | $5,748,551 |
| MORGAN STANLEY #4364-527 | $4,347,824 | $4,416,243 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #4363-527 | $4,199,932 | $5,062,022 |
| MORGAN STANLEY #4364-527 | $2,731,995 | $2,687,578 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,460,780 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,490,008 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,326 | LegalFeesAmt |
| Net Investment Income | $663 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $663 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $2,799 |
| RETURN OF PRINCIPAL | $2,999 |
| BOND DISCOUNT CAP GAIN ADJ | $9,450 |
| COST BASIS ADJUSTMENT | $4,968 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & MISC EXPENSES | $1,457 | $0 | $1,457 |
| PO BOX | $122 | $0 | $122 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $56,322 | Amt |
| Net Investment Income | $56,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES WITHHELD THRU INVESTMENT | $25,747 | $0 | $0 |
| NII TAX EXPENSE | $10,000 | $0 | $0 |
| FOREIGN TAXES PAID | $2,402 | $2,402 | $0 |