PETRUCCI FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETRUCCI FAMILY FOUNDATION INC (EIN 20-1601999)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349101609
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T10:54:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 201601999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRUCCI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETR | BusinessNameControlTxt |
| Phone | 9087306909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 ROUTE 173 201 | AddressLine1Txt |
| City | ASBURY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G PETRUCCI | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9087306909 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LAMOTTA | PreparerPersonNm |
| PTIN | P00041212 | PTIN |
| Phone | 9739949400 | 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 | $20,835,363 | 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 | $2,004,653 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52,154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,154 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $355,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,200,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,878 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,878 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,440,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $435,823 | 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 | $38,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,515 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,296 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $680,678 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $680,678 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $731,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $682,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,709,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $397,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,177 | CashBOYAmt |
| Cash EOY | $66,423 | CashEOYAmt |
| Cash EOYFMV | $66,423 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $950,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,512,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,512,332 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,449 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,918 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,918 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,537,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,030,425 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,030,425 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,653,064 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $724,241 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $724,241 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,053,736 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,140,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,140,183 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,615 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,615 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $5,592,006 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,359,841 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,359,841 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,826,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,835,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,835,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,826,952 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,835,363 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,826,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,835,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,826,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,835,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,826,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,709,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $298,941 | OtherIncreasesAmt |
| Subtotal | $20,835,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,835,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,200,768 | $2,190,481 | $10,287 | $10,287 |
| CAPITAL GAIN FROM PARTNERSHIP INTEREST | P | $2,028 | -$2,028 | -$2,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,436 | 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 | $7,436 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,918 | OverpaymentAmt |
| Applied To ES Tax | $1,918 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PETRUCCIFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | JEANNE PETRUCCI | IndividualWithBooksNm |
| Phone | 9087306909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 ROUTE 173 SUITE 201 | AddressLine1Txt |
| City | ASBURY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08802 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES G PETRUCCI | ||||||||
| 171 ROUTE 173 SUITE 201 | ASBURY | NJ | 08802 | TRUSTEE - P/T | 5.00 | $0 | $0 | $0 |
| JEANNE PETRUCCI | ||||||||
| 171 ROUTE 173 SUITE 201 | ASBURY | NJ | 08802 | TRUSTEE - P/T | 5.00 | $0 | $0 | $0 |
| EMILIA ROSE SOCHOVKA | ||||||||
| 171 ROUTE 173 SUITE 201 | ASBURY | NJ | 08802 | TRUSTEE - P/T | 5.00 | $0 | $0 | $0 |
| JOSEPH RONALD JAMES PETRUCCI | ||||||||
| 171 ROUTE 173 SUITE 201 | ASBURY | NJ | 08802 | TRUSTEE - P/T | 5.00 | $0 | $0 | $0 |
| MICHAEL PETRECCA | ||||||||
| 5 BARTLES CORNER ROAD | FLEMINGTON | NJ | 08822 | TRUSTEE - P/T | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PFF MISSION IS TO SUPPORT EDUCATION AND CREATE OPPORTUNITIES FOR AMERICANS AT EVERY STAGE AND STATION OF LIFE AND TO PROVIDE ASSISTANCE TO PUBLIC CHARITIES IN CARRYING OUT THEIR EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $680,678 | Expenses1Amt |
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 | $9,487,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $996,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,982,044 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,466,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,466,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,279,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $613,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $613,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,518 | TotalTaxAmt |
| Distributable Before Adj | $608,459 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $608,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $608,459 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $682,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $682,974 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $608,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $588,290 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $445,189 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,419 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,178,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $682,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $608,459 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,515 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,253,413 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,253,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $588,290 | ExcessFromYear4Amt |
| Excess From Year2 | $445,189 | ExcessFromYear2Amt |
| Excess From Year1 | $145,419 | ExcessFromYear1Amt |
| Excess From Current Year | $74,515 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES G PETRUCCI | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NUTRITION AND DIETETICS | |||||||
| 120 S RIVERSIDE PLAZA SUITE 2160 | CHICAGO | IL | 60601 | NONE | NC | RESTRICTED GRANT PROVIDED SOLELY TO SUPPORT THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL ACTIVITIES CONSISTENT WITH SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE GRANT IS SUBJECT TO EXPENDITURE RESPONSIBILITY AND MAY NOT BE USED FOR LOBBYING, POLITICAL ACTIVITIES, OR ANY NON-CHARITABLE PURPOSES. | $57,500 |
| BAKER INDUSTRIES | |||||||
| 184 PENNSYLVANIA AVENUE | MALVERN | PA | 19355 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $10,000 |
| BIG SHOULDERS FUND | |||||||
| 212 W BUREN ST 900 | CHICAGO | IL | 60607 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $10,000 |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $5,000 |
| BRIGHT HOPE | |||||||
| 1034 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $10,000 |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $2,500 |
| CAMELOT FOR CHILDREN | |||||||
| 2354 W EMMAUS AVE | ALLENTOWN | PA | 18103 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $4,000 |
| CARE NET | |||||||
| 44180 RIVERSIDE PARKWAY | LANDSDOWNE | PA | 20176 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $7,500 |
| CARELBACH SHUL | |||||||
| 305 W 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $20,000 |
| CATHEDRAL OF ST JOHN THE BAPTIST | |||||||
| 381 GRAND ST | PATERSON | NJ | 07505 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $25,000 |
| CHABAD OF SE MORRIS COUNTY | |||||||
| 42 PARK AVE | MADISON | NJ | 07940 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $3,600 |
| CHESTER CHILDREN'S HOSPITAL | |||||||
| 701 E MARSHALL STREET | WEST CHETER | PA | 19380 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,000 |
| CHICAGO HOPE ACADEMY | |||||||
| 2189 W BOWLER ST | CHICAGO | IL | 60612 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,500 |
| COMMUNITY RESPONSE | |||||||
| 171 ROUTE 173 | ASBURY | NJ | 08802 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $10,000 |
| CORE GIVING | |||||||
| 233 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $10,000 |
| DELBARTON SCHOOL | |||||||
| 2300 MENDHAM ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $238,500 |
| EATWELL EXCHANGE | |||||||
| 20535 NW 2ND AVE SUITE 203 | MIAMI | FL | 33169 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $30,000 |
| EMMANUEL CANCER FOUNDATION | |||||||
| 77 BRANT AVE SUITE 304 | CLARK | NJ | 07066 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,000 |
| ESSEX HORSE TRAILS | |||||||
| 50 US 202 | FAR HILLS | NJ | 07931 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $2,500 |
| HALO ARTS PROJECT | |||||||
| 1621 STANFORD LANE | SARASOTA | FL | 34231 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $7,500 |
| IRVINGTON HIGH SCHOOL | |||||||
| 1253 CLINTON AVE | IRVINGTON | NJ | 07111 | NONE | GOV | UNRESTRICTED GRANT PROVIDED TO A GOVERNMENTAL UNIT DESCRIBED IN SECTION 170(C)(1) OF THE INTERNAL REVENUE CODE TO SUPPORT ITS CHARITABLE AND EDUCATIONAL ACTIVITIES. | $7,813 |
| JACKSONVILLE UNIVERSITY SHOOTING TEAM | |||||||
| 2800 UNIVERSITY BLVD NORTH | JACKSONVILLE | FL | 32211 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3715 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $2,500 |
| LUKE WILLIAM HAHN FOUNDATION | |||||||
| 629 GETZ ROAD | PEN ARGYL | PA | 18072 | NONE | POF | THIS GRANT IS AWARDED TO LUKE WILLIAM HAHN FOUNDATION, A PRIVATE OPERATING FOUNDATION, TO SUPPORT ITS CHARITABLE AND OPERATIONAL ACTIVITIES IN ALIGNMENT WITH ITS TAX-EXEMPT PURPOSE. THE FUNDS ARE INTENDED TO ADVANCE THE ORGANIZATIONS EXEMPT FUNCTIONS AND ARE SUBJECT TO ALL APPLICABLE PRIVATE FOUNDATION REGULATIONS. | $2,500 |
| MAGGIE DANIELS MEMORIAL FUND | |||||||
| 171 ROUTE 173 | ASBURY | NJ | 08802 | NONE | PC | UNRESTRICTED GRANT PROVIDED TO THE MAGGIE DANIELS MEMORIAL FUND TO SUPPORT ITS OPERATIONS AND CHARITABLE ACTIVITIES, INCLUDING ITS MEMORIAL FUND PROGRAMS. | $5,000 |
| NAACP | |||||||
| 15 W FRONT STREET | TRENTON | NJ | 08608 | NONE | NC | RESTRICTED GRANT PROVIDED SOLELY TO SUPPORT THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL ACTIVITIES CONSISTENT WITH SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE GRANT IS SUBJECT TO EXPENDITURE RESPONSIBILITY AND MAY NOT BE USED FOR LOBBYING, POLITICAL CAMPAIGN INTERVENTION, OR ANY NON-CHARITABLE PURPOSE. | $1,000 |
| NJ LACROSS FOUNDATION | |||||||
| 359 WOODLAN RD | MADISON | NJ | 07940 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $10,000 |
| OTHER CONTRIBUTIONS | |||||||
| 171 ROUTE 173 | ASBURY | NJ | 08802 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $4,765 |
| OUR KIDS READ | |||||||
| 14203 DOWNDALE CT | LAUREL | MD | 20707 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $17,500 |
| RARITAN HEADWATER | |||||||
| PO BOX 273 | GLADSTONE | NJ | 07934 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $7,500 |
| ROW NEW YORK | |||||||
| 3579 HARLEM RIVER DRIVE | NEW YORK | NY | 10034 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,000 |
| SAINT MARY'S ABBEY | |||||||
| 230 MENDHAM ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $2,500 |
| SAINT ROCK HAITI FOUNDATION | |||||||
| 372 GRANITE AVE 1 | MILTON | MA | 02186 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $15,000 |
| SHANTHI PROJECT | |||||||
| PO BOX 91423 | ALLENTOWN | PA | 18109 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $2,500 |
| SMART RECOVERY USA | |||||||
| 7304 MENTOR AVE SUITE F | MENTOR | OH | 44060 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,500 |
| SOLE PROJECT INC | |||||||
| 2924 CLAIRMONT ROAD NE APT 562 | BROOKHAVEN | GA | 30329 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,000 |
| SYLVIA CENTER | |||||||
| 2417 THIRD AVE SUITE 301 | BRONX | NY | 10451 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $5,000 |
| THE FOUNDATION FOR BETHLEHEM SCHOOL DISTRICT | |||||||
| PO BOX 646 | BETHLEHEM | PA | 18016 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $5,000 |
| THE MATHENY SCHOOL AND HOSPITAL INC | |||||||
| 65 HIGHLAND AVE | PEAPACK | NJ | 07977 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $26,000 |
| THE PECK SCHOOL | |||||||
| 247 SOUTH ST | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $35,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 1 NASSAU HALL | PRINCETON | NJ | 08544 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $6,000 |
| VILLA WALSH ACADEMY | |||||||
| 455 WESTERN AVE | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $58,500 |
| WESTMONT MONTESSORI SCHOOL | |||||||
| 577 ROUTE 24 | MENDHAM TOWNSHIP | NJ | 07945 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,000 |
| YMCA OF TRENTON NJ | |||||||
| 431 PENNINGTON AVE | TRENTON | NJ | 08618 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $1,000 |
| YOUNG CARIBBEAN PROFESSIONAL NETWORK | |||||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | UNRESTRICTED GENERAL SUPPORT GRANT INTENDED TO FURTHER THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL MISSION IN ALIGNMENT WITH ITS IRS-RECOGNIZED EXEMPT PURPOSE, AND TO SUPPORT ITS ONGOING CHARITABLE PROGRAMS AND OPERATIONS AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $680,678 | 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 | $52,154 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,259 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INVESTMENT INCOME FROM PARTNERSHIPS | 41 | $18,711 |
| MISCELLANEOUS INCOME | 14 | $1,167 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $435,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $435,823 | 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 | 3 | LineNumberTxt |
| Relationship Statement | FUNDS RECEIVED FROM INVESTMENT IN SECURITIES ARE USED TO ENABLE THE FOUNDATION TO CONTINUE THEIR CHARITABLE EFFORTS. | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES G PETRUCCI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 ROUTE 173 SUITE 201 | AddressLine1Txt |
| City | ASBURY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF NUTRITION AND DIETETICS | |||||||||||
| 120 S RIVERSIDE PLAZA SUITE 2160 | CHICAGO | IL | 60601 | 2024-06-01 | $57,500 | RESTRICTED GRANT PROVIDED SOLELY TO SUPPORT THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL ACTIVITIES CONSISTENT WITH SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE GRANT IS SUBJECT TO EXPENDITURE RESPONSIBILITY AND MAY NOT BE USED FOR LOBBYING, POLITICAL ACTIVITIES, OR ANY NON-CHARITABLE PURPOSES. | $57,500 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2024 | 2024-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| NAACP | |||||||||||
| 15 W FRONT STREET | TRENTON | NJ | 08608 | 2024-06-01 | $1,000 | RESTRICTED GRANT PROVIDED SOLELY TO SUPPORT THE RECIPIENT ORGANIZATIONS CHARITABLE AND EDUCATIONAL ACTIVITIES CONSISTENT WITH SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE GRANT IS SUBJECT TO EXPENDITURE RESPONSIBILITY AND MAY NOT BE USED FOR LOBBYING, POLITICAL CAMPAIGN INTERVENTION, OR ANY NON-CHARITABLE PURPOSE. | $1,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2024 | 2024-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC 7.000% BOND, PAR CALL 08/15/2034, DUE 11/15/2072, CUSIP 172967 | $105,458 | $105,458 |
| ENERGY TRANSFER LP 3.750% BOND, PAR CALL 02/15/2030, DUE 05/15/30, CUSIP 292 | $186,595 | $186,595 |
| ENERGY TRANSFER LP 7.8502% BOND, OID, DUE 11/01/2066, CUSIP 29273RBA6 | $134,322 | $134,322 |
| FRONTIER COMMUNICATIONS HLDGS 5.875% BOND, PAR CALL 11/01/2026, DUE 11/01/29 | $199,155 | $199,155 |
| GOLDMAN SACHS GROUP INC. 6.12500% BOND, PAR CALL 11/10/2034, DUE 12/31/2049 | $98,711 | $98,711 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. (841 SHARES) | $149,446 | $149,446 |
| APPLE INC. (2209 SHARES) | $553,178 | $553,178 |
| BOEING CO (772 SHARES) | $136,644 | $136,644 |
| BRISTOL MYERS SQUIBB CO (6987 SHARES) | $395,185 | $395,185 |
| CISCO SYSTEMS INC. (4848 SHARES) | $287,002 | $287,002 |
| ELRON VENTURES LTD (1500 SHARES) | $1,500 | $1,500 |
| FIRST BANK (170000 SHARES) | $2,391,900 | $2,391,900 |
| FIRST TRUST MORNINGSTAR (15521 SHARES) | $624,875 | $624,875 |
| INTEL CORP (9573 SHARES) | $191,939 | $191,939 |
| INVESCO QQQ TR (2 SHARES) | $1,022 | $1,022 |
| ISHARES TRUST (1004 SHARES) | $145,931 | $145,931 |
| PARKER DRILLING CO (968 SHARES) | $16,456 | $16,456 |
| PHILIP MORRIS (3819 SHARES) | $459,616 | $459,616 |
| PROVIDENT FINANCIAL (101383 SHARES) | $1,913,097 | $1,913,097 |
| SANDY SPRING BANCORP INC. (3249 SHARES) | $109,524 | $109,524 |
| SCHWAB TREASURY OBLIGATIONS MONEY FUND (SNOXX) | $480,406 | $480,406 |
| SEALED AIR CORP NEW (2321 SHARES) | $78,519 | $78,519 |
| SPDR S&P 500 ETF TRUST (7 SHARES) | $4,103 | $4,103 |
| SYNCHRONOSS TECHNOLOGIES (2112 SHARES) | $20,275 | $20,275 |
| VANGUARD INDEX FUNDS (6319 SHARES) | $1,069,807 | $1,069,807 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLANK AND LATINO ANGEL INVESTMENT FUND OF NJ LLC | AT COST | $24,559 | $24,559 |
| DROPPS EQUITY INVESTMENT | AT COST | $600,000 | $600,000 |
| FINANCIAL SELECT SECTOR SPDR FUND (XLF) | FMV | $56,067 | $56,067 |
| LIMITLESS STUDIOS EQUITY INVESTMENT | AT COST | $100,000 | $100,000 |
| MANSA CAPITAL FUND I, LP INVESTMENT | AT COST | $154,435 | $154,435 |
| NATARE CAPITAL MARKET EVENTS FUND LP INVESTMENT | AT COST | $1,120,832 | $1,120,832 |
| RISING TIDE LOAN FUND | AT COST | $12,500 | $12,500 |
| TECHNOLOGY SELECT SECTOR SPDR FUND | FMV | $71,790 | $71,790 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM RELATED PARTY | $21,218 | $36,218 | $36,218 |
| ARTWORK COLLECTION | $5,570,788 | $6,323,623 | $6,323,623 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $230 | $0 | $0 |
| INSURANCE | $8,260 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $570 | $0 | $0 |
| OFFICE SUPPLIES & EXPENSE | $160 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME FROM PARTNERSHIPS | $18,711 | $18,711 | $18,711 |
| MISCELLANEOUS INCOME | $1,167 | $1,167 | $1,167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $298,941 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $38,515 | Amt |
| Net Investment Income | $38,515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G PETRUCCI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 ROUTE 173 SUITE 201 | AddressLine1Txt |
| City | ASBURY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08802 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $297 | Amt |
| Net Investment Income | $297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |