MATTHEW 18 5 FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MATTHEW 18 5 FOUNDATION (EIN 45-3077267)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349101130
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2019-11-15T08:16:55-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222140519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN DUYNE BRUNO & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 HOOK MOUNTAIN ROAD PO BOX 896 | AddressLine1Txt |
| City | PINE BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07058 | 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 | 453077267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MATTHEW 185 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 9738081445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 COLONIAL RD | AddressLine1Txt |
| City | RIVERVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MATAR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9738081445 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK GUTIERREZ | PreparerPersonNm |
| PTIN | P00735464 | PTIN |
| Phone | 9738081445 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.151.62.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 15:06:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 717345EC42BC3D0E4674FFBF54184E7DD0675EEA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E367FDF1F8A6544AA5462F70581294856DBDABC1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,766,282 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $54,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,285 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,030 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,030 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$8,052 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $58,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $448,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,474 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6,389 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$6,389 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $109,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,400 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,415 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,989 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,667 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,482 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,482 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $902,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $900,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,355,321 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $676,496 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $601,449 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $584,940 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $773,233 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $783,539 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $783,539 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,391,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,327,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,766,282 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $668,734 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $305,901 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $668,734 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $305,901 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,722,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,021,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,722,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,021,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,391,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,327,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,722,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $349,594 | OtherIncreasesAmt |
| Subtotal | $2,021,898 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,021,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PNC BANK | P | 2018-01-01 | 2018-12-31 | $116,462 | $115,851 | $611 | $611 |
| PNC BANK | P | 2018-01-01 | 2018-12-31 | $332,194 | $274,331 | $57,863 | $57,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,474 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,425 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,933,076 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051434 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,410 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,027,173 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,083,218 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090881 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $203,837 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,222,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,511 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,465,901 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087667 | DistributionYr5Rt |
| Total Distribution | 0.381077 | TotalDistributionRt |
| Average Distribution | 0.076215 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,876,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,217 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,220 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $80 | EsPenaltyAmt |
| Tax Due | $2,046 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES MATAR | IndividualWithBooksNm |
| Phone | 9738081445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 COLONIAL ROAD | AddressLine1Txt |
| City | RIVER VALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES MATAR | ||||||||
| 103 IVY LANE | RIVER VALE | NJ | 07675 | PRESIDENT/SECRETARY/DIRECT | 0.00 | $0 | $0 | $0 |
| JENNIFER MATAR | ||||||||
| 103 IVY LANE | RIVER VALE | NJ | 07675 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,705,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,920,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,920,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,876,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,966 | TotalTaxAmt |
| Distributable Before Adj | $141,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,220 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,220 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,850 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,116 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $155,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,571 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $329,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,640 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,640 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $299,114 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $26,210 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $272,904 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,116 | ExcessFromYear4Amt |
| Excess From Year3 | $155,217 | ExcessFromYear3Amt |
| Excess From Year2 | $21,571 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FAMILY PROMISE OF BERGEN COUNTY | ||||||
| 100 DAYTON STREET | RIDGEWOOD | NJ | 07450 | PUBLIC CHARITY | GENERAL PURPOSE | $14,850 |
| LEARNING SCHOOL SPRINGS | ||||||
| 247 E 20TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL PURPOSE | $4,500 |
| MAKE A WISH NEW JERSEY | ||||||
| 1347 PERRINEVILLE ROAD | MONROE TOWNSHIP | NJ | 08831 | PUBLIC CHARITY | GENERAL PURPOSE | $21,200 |
| SEVERAL SOURCES FOUNDATION INC | ||||||
| 300 ALTMOUNT AVENUE | RAMSEY | NJ | 07446 | PUBLIC CHARITY | GENERAL PURPOSE | $19,500 |
| THE ACTORS FUND NYNJ | ||||||
| 729 7TH AVENUE | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 |
| YOUTH CONSULTATION SERVICES | ||||||
| 260 UNION STREET | HACKENSACK | NJ | 07601 | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 |
| HACKENSACK UMC FOUNDATION | ||||||
| 30 PROSPECT AVENUE | HACKENSACK | NJ | 07601 | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 |
| HAMDEN HALL DAY SCHOOL | ||||||
| 1108 WHITNEY AVENUE | HAMDEN | CT | 06517 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| IMMACULATE HEART ACADEMY | ||||||
| 500 VAN EMBURGH AVE | WASHINGTON TOWNSHIP | NJ | 07676 | PUBLIC CHARITY | GENERAL PURPOSE | $120 |
| MORGAN HOFFMAN FOUNDATION | ||||||
| 23240 CHAGRIN BLVD SUITE 600 | CLEVELAND | OH | 44122 | PUBLIC CHARITY | GENERAL PURPOSE | $10,600 |
| NEW JERSEY ORGAN | ||||||
| 691 CENTAL AVENUE | NEW PROVIDENCE | NJ | 07974 | PUBLIC CHARITY | GENERAL PURPOSE | $3,500 |
| NAFA ARTS | ||||||
| 125 VILLAGE BLVD 200 | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| SAINT PIUS X CHURCH | ||||||
| 834 BROOKSIDE DRIVE | FAIRFIELD | CT | 06824 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| THE JILLIAN FUND | ||||||
| PO BOX 582 | MONTVALE | NJ | 07645 | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 |
| WOMEN'S HEART FUND | ||||||
| 30 PROSPECT AVENUE | HACKENSACK | NJ | 07601 | PUBLIC CHARITY | GENERAL PURPOSE | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,220 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,285 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,474 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $58,474 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,759 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | INVESTMENT ACCOUNT HELD FOR SECURITIES FOR THE PURPOSE OF |
| 2 | SPENDING ON CONTRIBUTIONS TO OTHER FOUNDATIONS AND FOR THE BENEFIT |
| 3 | OF THE FOUNDATION IN THE NEAR FUTURE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $601,449 | EOYBookValueAmt |
| EOYFMV | $584,940 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $50,000 | $51,545 |
| CORPORATE STOCK | $850,329 | $1,303,776 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN GREAT SHEPHERD | AT COST | $466,281 | $466,281 |
| INVESTMENT IN 277 KINDERKAMACK ROAD | AT COST | $317,258 | $317,258 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES - PNC | $22,273 | $0 | $0 |
| MANAGEMENT FEES | $10,000 | $0 | $0 |
| OFFICE EXPENSES | $83 | $0 | $0 |
| UTILITIES | $7,013 | $7,013 | $0 |
| REPAIRS | $42 | $42 | $0 |
| INSURANCE | $612 | $612 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PNC BANK | -$436 | -$436 | -$436 |
| SENATE PLACE URBAN RENEWAL | -$5,832 | -$5,832 | -$5,832 |
| GREAT SHEPHERD LLC | -$121 | -$121 | -$121 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR INVESTMENT PROPERTY | Desc |
| Amt | $349,594 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT LINE | $300,000 | $0 |
| OTHER LIABILITIES | $70,846 | $0 |
| INVESTMENT IN SENATE PLACE | $297,888 | $305,901 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,415 | Amt |
| Net Investment Income | $3,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $415 | $0 | $0 |
| OTHER TAXES | $1,776 | $0 | $0 |