PETRI FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETRI FAMILY FOUNDATION INC (EIN 22-3490738)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349103750
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:19:46-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNIVERSITY BLVD STE 215 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | 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 | 223490738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETR | BusinessNameControlTxt |
| Phone | 9738989494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18346 SE VILLAGE CIR | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH PETRI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9738989494 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN T MULLER CPA | PreparerPersonNm |
| PTIN | P01256538 | PTIN |
| Phone | 5616941040 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| 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 | $49,806 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,265 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,715 | 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 |
| Accounting Fees Rev And Expnss | $3,744 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,872 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,872 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,477 | CashBOYAmt |
| Cash EOY | $21,175 | CashEOYAmt |
| Cash EOYFMV | $21,175 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,631 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,063 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPHABET INC SHS CL A | P | 2024-03-01 | 2024-04-02 | $30,670 | $27,591 | $3,079 | $3,079 |
| GOLDMAN SACHS GROUP INC | P | 2024-03-01 | 2024-05-22 | $29,734 | $21,888 | $7,846 | $7,846 |
| ALPHABET INC SHS CL A | P | 2024-05-03 | 2024-11-21 | $8,687 | $6,898 | $1,789 | $1,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,714 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $149 | 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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 | JOSEPH PETRI | IndividualWithBooksNm |
| Phone | 9738989494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18346 SE VILLAGE CIRCLE | AddressLine1Txt |
| City | TEQUESTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH PETRI | ||||||||
| 18346 SE VILLAGE CIRCLE | JUPITER | FL | 33469 | DIRECTOR, TRUSTEE | 0.00 | $0 | $0 | $0 |
| PATRICIA G PETRI | ||||||||
| 18346 SE VILLAGE CIRCLE | JUPITER | FL | 33469 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEPHEN R MAFFEI | ||||||||
| 200 JEFFERSON PARK SUITE 400 | WHIPPANY | NJ | 07054 | TRUSTEE | 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 | $5,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,335 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $64,481 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,611 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,716 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $217,115 | 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 | $64,481 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,813 | ExcessFromYear4Amt |
| Excess From Year3 | $20,630 | ExcessFromYear3Amt |
| Excess From Year2 | $12,611 | ExcessFromYear2Amt |
| Excess From Year1 | $44,864 | ExcessFromYear1Amt |
| Excess From Current Year | $71,716 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH PETRI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF HARLEM COUNTY | ||||||
| 521 WEST 145TH ST | NEW YORK | NY | 10031 | N/A | CHARITABLE BEQUEST | $10,000 |
| CATHOLIC DIOCESE OF PALM BEACH | ||||||
| 9995 N MILITARY TRL | PALM BEACH GARDENS | FL | 33410 | N/A | CHARITABLE BEQUEST | $1,250 |
| CHURCH OF CHRIST THE KING | ||||||
| 16 BLUE MILL RD | NEW VERNON | NJ | 07976 | N/A | CHARITABLE BEQUEST | $1,875 |
| CHURCH OF THE ASSUMPTION | ||||||
| 91 MAPLE AVE | MORRISTOWN | NJ | 07960 | N/A | CHARITABLE BEQUEST | $750 |
| CMMB CATHOLIC MEDICAL MISSION | ||||||
| 33-01 11TH ST | LONG ISLAND CITY | NY | 11106 | N/A | CHARITABLE BEQUEST | $250 |
| COOPERMAN BARNABAS MEDICAL CENTER | ||||||
| 94 OLD SHORT HILLS RD | LIVINGSTON | NJ | 07039 | N/A | CHARITABLE BEQUEST | $1,500 |
| COVENANT HOUSE | ||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | CHARITABLE BEQUEST | $250 |
| EVA'S VILLAGE | ||||||
| 393 MAIN ST | PATERSON | NJ | 07501 | N/A | CHARITABLE BEQUEST | $1,000 |
| FLORIDA SHERIFF'S ASSOCIATION | ||||||
| 2617 MAHAN DR | TALLAHASSEE | FL | 32308 | N/A | CHARITABLE BEQUEST | $100 |
| FROM HOUSES TO HOMES | ||||||
| PO BOX 85 | MT TABOR | NJ | 07878 | N/A | CHARITABLE BEQUEST | $4,500 |
| HARDING LAND TRUST | ||||||
| PO BOX 576 | NEW VERNON | NJ | 07976 | N/A | CHARITABLE BEQUEST | $500 |
| HARDING TOWNSHIP PBA 340 | ||||||
| 21 BLUE MILL RD | NEW VERNON | NJ | 07976 | N/A | CHARITABLE BEQUEST | $200 |
| HOPE RURAL SCHOOL | ||||||
| 15929 SW 150TH ST | INDIANTOWN | FL | 34956 | N/A | CHARITABLE BEQUEST | $2,500 |
| JUPITER HILLS COMMUNITY FOUNDATION | ||||||
| PO BOX 3582 | TEQUESTA | FL | 33469 | N/A | CHARITABLE BEQUEST | $10,500 |
| LABOR OF LOVE USA | ||||||
| 3215 N 5TH ST | EAST STROUDSBURG | PA | 18301 | N/A | CHARITABLE BEQUEST | $1,300 |
| LOYOLA JESUIT CENTER | ||||||
| 161 JAMES ST | MORRISTOWN | NJ | 07960 | N/A | CHARITABLE BEQUEST | $1,500 |
| LUNCH BREAK | ||||||
| 121 DRS JAMES PARKER BLVD | RED BANK | NJ | 07701 | N/A | CHARITABLE BEQUEST | $250 |
| MOTHER CABRINI HEALTH FOUNDATION | ||||||
| 777 THIRD AVENUE 23RD FLOOR | NEW YORK | NY | 10017 | N/A | CHARITABLE BEQUEST | $250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 3RD AVE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | CHARITABLE BEQUEST | $250 |
| QUEEN OF THE HOLY ROSARY CHURCH | ||||||
| 196 WEST CENTENNIAL AVE | ROOSEVELT | NY | 11575 | N/A | CHARITABLE BEQUEST | $250 |
| QUINNIPIAC UNIVERSITY | ||||||
| 275 MT CARMEL AVE | HAMDEN | CT | 06518 | N/A | CHARITABLE BEQUEST | $2,500 |
| SAINT PETER'S PREP | ||||||
| 144 GRAND ST | JERSEY CITY | NJ | 07302 | N/A | CHARITABLE BEQUEST | $21,000 |
| ST CHRISTOPHER ROMAN CATHOLIC CHURCH | ||||||
| 1050 LITTLETON RD | PARSIPPANY | NJ | 07054 | N/A | CHARITABLE BEQUEST | $2,575 |
| ST JUDE THADDEUS ROMAN CATHOLIC CHURCH | ||||||
| 17 MT OLIVE RD | BUDD LAKE | NJ | 07828 | N/A | CHARITABLE BEQUEST | $250 |
| ST TERESA OF AVILA CHURCH | ||||||
| 306 MORRIS AVE | SUMMIT | NJ | 07901 | N/A | CHARITABLE BEQUEST | $450 |
| TREASURE COAST FOOD BANK | ||||||
| 401 ANGLE RD | FORT PIERCE | FL | 34947 | N/A | CHARITABLE BEQUEST | $250 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | CHARITABLE BEQUEST | $2,000 |
| VILLANOVA UNIVERSITY | ||||||
| 800 LANCASTER AVE | VILLANVA | PA | 19085 | N/A | CHARITABLE BEQUEST | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,715 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH PETRI | |||||||
| 1 | 18346 SE VILLAGE CIR | JUPITER | FL | 33469 | $25,000 | Yes (X) | |
| JOSEPH PETRI | |||||||
| 2 | 18346 SE VILLAGE CIR | JUPITER | FL | 33469 | $34,489 | Yes (X) | |
| JOSEPH PETRI | |||||||
| 3 | 18346 SE VILLAGE CIR | JUPITER | FL | 33469 | $21,888 | Yes (X) | |
| JOSEPH PETRI | |||||||
| 4 | 18346 SE VILLAGE CIR | JUPITER | FL | 33469 | $21,888 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 250 SHARES OF ALPHABET INC STOCK | $37,718 | 2024-11-13 |
| 3 | 50 SHARES OF GOLDMAN SACHS GROUP INC STOCK | $29,711 | 2024-11-13 |
| 4 | 50 SHARES OF GOLDMAN SACHS GROUP INC STOCK | $28,539 | 2024-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,744 | Amt |
| Net Investment Income | $1,872 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,872 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS GROUP INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $21,888 | BookValueAmt |
| EOYFMV | $28,631 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH FEES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |