HARTNETT FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARTNETT FAMILY FOUNDATION INC (EIN 31-1489727)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-02-12
- IRS object ID
- 202540439349100919
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-12T15:55:00-06:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222005150 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORZIO BROMBERG AND NEWMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PKWY PO BOX 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311489727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTNETT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PORZIO BROMBERG AND NEWMAN PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HART | BusinessNameControlTxt |
| Phone | 9735384006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PARKWAY POB 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD M HARTNETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735384006 | PhoneNum |
| Signature | 2025-02-12 | 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 | I RICHARD PLOSS | PreparerPersonNm |
| PTIN | P01453622 | PTIN |
| Phone | 9735384006 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $2,962,349 | 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 |
| Interest On Sav Rev And Expnss | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,510 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $94,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,613 | 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 | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $804 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $804 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,757 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,757 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $761,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $761,546 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,951,591 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $826,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $772,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,962,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $825,214 | CapitalStockBOYAmt |
| Capital Stock EOY | $826,574 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$54,270 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $826,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $772,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $826,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $772,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $826,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $772,304 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $772,304 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,254 | 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 | $2,254 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $981 | OverpaymentAmt |
| Applied To ES Tax | $981 | 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 | 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 | PORZIO BROMBERG AND NEWMAN PC | IndividualWithBooksNm |
| Phone | 9735384006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHGATE PKWY PO BOX 1997 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD M HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY K HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN F HARTNETT | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | SECRETARY/TREASURER/TTEE | 0.00 | $0 | $0 | $0 |
| KATHLEEN A JACOBS | |||||||||
| C/O PORZIO 100 SOUTHGATE PKWY PO | BOX 1997 | MORRISTOWN | NJ | 079621997 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,213,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,278,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,278,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,244,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,273 | TotalTaxAmt |
| Distributable Before Adj | $110,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,937 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,937 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,854 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,854 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $142,999 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,854 | QualifyingDistributionsAmt |
| Applied To Year1 | $142,999 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $108,082 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD M HARTNETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ASSUMPTION COLLEGE FOR SISTERS | |||||||
| 200A MORRIS AVENUE | DENVILLE | NJ | 07834 | NONE | PC | GENERAL SUPPORT | $3,000 |
| CAFRICO INC | |||||||
| PO BOX 1011 | FLEMINGTON | NJ | 08822 | NONE | PC | GENERAL SUPPORT | $3,000 |
| CANCER RESEARCH INSTITUTE | |||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $3,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF METUCHEN | |||||||
| 319 MAPLE ST | PERTH AMBOY | NJ | 08861 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17152 | BALTIMORE | MD | 21298 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COVENANT HOUSE NJ | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DIOCESE OF METUCHEN | |||||||
| 146 METLARS LANE | PISCATAWAY | NJ | 08822 | NONE | PC | GENERAL SUPPORT | $18,500 |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FND | |||||||
| 2000 P ST NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LIBERTY CORNER FIRE COMPANY | |||||||
| PO BOX 98 | LIBERTY CORNER | NJ | 07938 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MALTESER INTERNATIONAL AMERICAS | |||||||
| 1011 FIRST AVE SUITE 1322 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $3,000 |
| MATTAPOISETT LAND TRUST INC | |||||||
| PO BOX 31 | MATTAPOISETT | MA | 02739 | NONE | PC | GENERAL SUPPORT | $2,500 |
| NATIVITY SCHOOL OF WORCESTER | |||||||
| 67 LINCOLN ST | WORCESTER | MA | 01605 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SISTERS OF JESUS OUR HOPE | |||||||
| 376 BELLIS RD | BLOOMSBURY | NJ | 08804 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ST ELIZABETH ANN SETON CHURCH | |||||||
| 105 SUMMER RD | THREE BRIDGES | NJ | 08887 | NONE | PC | GENERAL SUPPORT | $4,000 |
| ST HELEN'S CHURCH | |||||||
| 1600 RAHWAY AVENUE | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ST JOHN THE APOSTLE CHURCH | |||||||
| 1805 PENBROOK TERRACE | LINDEN | NJ | 07036 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST JOHN THE APOSTLE SCHOOL | |||||||
| VALLEY ROAD | CLARKE | NJ | 07066 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ST VINCENT DE PAUL FOOD PANTRY | |||||||
| 18 NIELSEN ST | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE AID AND EDUCATION PROJECT INC | |||||||
| 14 ZANDER LANE | RANDOLPH | NJ | 07869 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE CHURCH OF ST JAMES | |||||||
| PO BOX 310 | BASKING RIDGE | NJ | 07920 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE MUSTARD SEED OF WORCESTER COUNTY INC | |||||||
| PO BOX 2592 | WORCESTER | MA | 01613 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE PASSIONIST MISSIONARIES | |||||||
| 526 MONASTERY PLACE | UNION CITY | NJ | 07087 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE VALERIE FUND | |||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | GENERAL SUPPORT | $2,000 |
| UNION CATHOLIC HIGH SCHOOL | |||||||
| 1600 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PC | GENERAL SUPPORT | $1,500 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AVERY'S HOPE | |||||||
| PO BOX 256 | NEW HOPE | PA | 18938 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NO BENSON RD | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ICHAN SCHOOL OF MEDICINE | |||||||
| 1176 5TH AVENUE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LIFE CHOICES | |||||||
| 411 S MAIN ST | PHILLIPSBURG | NJ | 08865 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIVITY SCHOOL OF NEW BEDORD | |||||||
| 66 SPRING ST | NEW BEDFORD | MA | 02470 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SAVE BARNEGAT BAY | |||||||
| 117 HAINES RD | TOMS RIVER | NJ | 08753 | NONE | PC | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,000 | 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 | $103 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $94,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,613 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORZIO, BROMBERG & NEWMAN PC | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $2,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,050 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14,179 SHS JOHNSON & JOHNSON COMMON STOCK | $592,197 | $2,197,887 |
| 31,300 SHS KENVUE INC. COMMON STOCK | $169,349 | $753,704 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS FEES | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,608 | Amt |
| Net Investment Income | $804 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $804 | DisbursementsCharitablePrpsAmt |