INTERNATIONAL FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL FOUNDATION INC (EIN 13-1962255)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201903159349101205
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T11:43:10-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270623664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cullari Carrico LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road Ste 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131962255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The International Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9734063955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John D'ATyree | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN CARRICO JR | PreparerPersonNm |
| PTIN | P00741048 | PTIN |
| Phone | 9734063955 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,404,306 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $484,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $965,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,686,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $965,426 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $168,127 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $168,127 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,617,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,617,568 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,438 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,312 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,179 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,179 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $930 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $310 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $620 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $132,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,187 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $99,563 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $130,168 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,768 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,126 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,342 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,836 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,506 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,808 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $529,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $212,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $291,831 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $930,926 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $930,926 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,460,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $212,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,222,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,405,346 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,652 | CashBOYAmt |
| Cash EOY | $76,423 | CashEOYAmt |
| Cash EOYFMV | $76,423 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,408 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,849 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,849 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,491,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,870,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,870,326 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,863,961 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,142,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,142,982 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,524,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,187,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,187,888 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,819,327 | OtherAssetsBOYAmt |
| Other Assets EOY | $111,837 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $111,838 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,775,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,404,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,404,306 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,899 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $148,630 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $67,780 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $183,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,179 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,591,802 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,307,126 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,591,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,307,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,775,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,404,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,591,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,166 | OtherIncreasesAmt |
| Subtotal | $26,798,915 | SubtotalAmt |
| Other Decreases | $2,491,789 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,307,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| lLIQUIDATION - HEDGE FUND MANAGERS | P | 2000-01-01 | 2018-12-31 | $203,385 | $203,385 | $203,385 | |
| LIQUIDATION - GLOBAL TACTICAL TRADING | P | 2000-01-01 | 2018-12-31 | $48,846 | $48,846 | $48,846 | |
| SEE GOLDMAN SACHS STATEMENTS ATTACHED | P | 2018-01-01 | 2018-12-31 | $1,252,759 | -$23,232 | -$23,232 | $1,275,991 |
| SEE GOLDMAN SACHS STATEMENTS ATTACHED | P | 2000-01-01 | 2018-12-31 | $4,181,422 | $736,427 | $736,427 | $3,444,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $965,426 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23,232 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,252,769 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,244,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04773 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,292,209 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,743,425 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05222 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,446,999 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,242,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05514 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $904,366 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,541,051 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03407 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,240,088 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,786,767 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05003 | DistributionYr5Rt |
| Total Distribution | 0.239201 | TotalDistributionRt |
| Average Distribution | 0.047840 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,426,884 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,264,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,053 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,278,315 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,222,757 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,107 | SubtotalAmt |
| Tax Based On Investment Income | $28,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $383 | EsPenaltyAmt |
| Overpayment | $6,310 | OverpaymentAmt |
| Applied To ES Tax | $6,310 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | intlfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULLARI CARRICO LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734063955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road Ste 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Letitia Butler | ||||||
| 7350 Hooking Road | McLean | VA | 22101 | Board Chair | 20.00 | $35,000 |
| Douglas Walker | ||||||
| PO Box 1655 | New Canaan | CT | 06840 | Brd. Vice Chair | 15.00 | $25,000 |
| John Tyree | ||||||
| 115 East 86th Street Apt 52 | New York | NY | 10028 | Treasurer | 20.00 | $25,000 |
| Gary Dicovitsky | ||||||
| 3756 Sunset Ridge Road | Altadena | CA | 91001 | Trustee | 15.00 | $25,000 |
| William M McCormack MD | ||||||
| 77 TIDE RUN | MASHPEE | MA | 02649 | Trustee | 20.00 | $18,750 |
| Hilda Arellano | ||||||
| 2200 17th Street NW Apt 220 | Washington | DC | 20009 | Trustee | 15.00 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CULLARI CARRICO LLC | |||||
| 55 Lane Road Ste 300 | Fairfield | NJ | 07004 | Acctg,Tax,Admin Serv | $112,750 |
| Goldman Sachs & Co | |||||
| One New York Plaza | New York | NY | 10004 | Investment Mgmt | $130,168 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,762,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,829,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $26,829,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $402,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,426,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,321,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,321,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,107 | TotalTaxAmt |
| Distributable Before Adj | $1,293,237 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,293,237 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,293,237 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,222,757 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,222,757 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,222,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,293,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,096,145 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,222,757 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,096,145 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,612 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,166,625 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Hilda Arellano | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road Suite 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | See foundation's website @ intlfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCHEDULE ATTACHED | |||||||
| VARIOUS US ADDRESSES | VARIOUS US CITIES | NJ | 00000 | NONE | PC | SEE ATTACHED | $915,926 |
| GONZAGA COLLEGE HIGH SCHOOL | |||||||
| 19 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | APPALACHIA PROGRAM ASSISTANCE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $930,926 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $965,426 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAP GAIN DISTRIBUTIONS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $168,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,617,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,617,568 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4811 | LineNumberTxt |
| Relationship Statement | Income from investments in securities and gains on sales ofsecurities are the sole sources of funding for the foundation'sgrants program. | RelationshipStatementTxt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Adminsitrative Management Fees | $112,750 | $28,187 | $0 | $84,563 |
| Audit | $20,000 | $5,000 | $0 | $15,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $930 | LegalFeesAmt |
| Net Investment Income | $310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $620 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT PROCEEDS RECEIVABLE | $2,804,327 | $106,787 | $111,838 |
| PREPAID EXCISE TAXES | $5,050 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $14,977 | $3,744 | $11,233 |
| Miscellaneous | $2,934 | $734 | $2,200 |
| Payroll Service Expense | $1,528 | $306 | $1,222 |
| Postage - NJ Office | $44 | $11 | $33 |
| Software - Grants | $16,627 | $16,627 | |
| Software - Other | $1,950 | $488 | $1,462 |
| Telephone - NJ Office | $1,748 | $1,748 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAP GAIN DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $168,127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $168,127 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO DEFERRED EXCISE TAX PROVISION | Desc |
| Amt | $50,166 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $117,946 | BOYBookValueAmt |
| EOY Book Value | $67,780 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Services | CategoryTxt |
| Amt | $130,168 | Amt |
| Net Investment Income | $130,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Federal Excise Tax | $25,642 | |
| Payroll Tax Expense | $2,126 | $2,126 |