DELISI FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DELISI FAMILY FOUNDATION (EIN 20-7408111)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-12
- IRS object ID
- 201621039349100127
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-12T15:44:49-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207408111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The DeLisi Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DELI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY M MACKSOUD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $829,806 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,962 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,886 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,924 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,924 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $313 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,954 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,954 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,335 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,320 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $845,477 | CorporateStockBOYAmt |
| Corporate Stock EOY | $817,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $824,486 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $853,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $822,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $829,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $853,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $822,653 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $853,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $822,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $853,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $822,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $853,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,159 | ExcessRevenueOverExpensesAmt |
| Subtotal | $822,653 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $822,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $248,030 | GrossSalesPriceAmt |
| Cost Or Other Basis | $246,068 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,962 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,962 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,187 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $934,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,887 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $901,537 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046462 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,877 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $863,368 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,474 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $886,396 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,586 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $842,821 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041036 | DistributionYr5Rt |
| Total Distribution | 0.232477 | TotalDistributionRt |
| Average Distribution | 0.046495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $880,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,778 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $149 | SubtotalAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $149 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Macksoud | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $879,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $894,367 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $894,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $880,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $43,899 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,899 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,899 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,778 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $45,778 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $149 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,878 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $45,778 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,878 | AppliedToYear1Amt |
| Applied To Current Year | $900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $42,999 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NEW JERSEY | |||||||
| 35 HALSEY ST | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $1,000 |
| ANIMAL HAVEN INC | |||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,500 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | Rugby Field Campaign | $5,000 |
| CITY HARVEST INC | |||||||
| 6 E 32ND ST FL 5 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 |
| CRANFORD FAMILY CARE ASSOCIATION INC | |||||||
| 61 MYRTLE ST | CRANFORD | NJ | 07016 | N/A | PC | General & Unrestricted | $1,000 |
| GIRL SCOUTS HEART OF NEW JERSEY INC | |||||||
| 201 GROVE ST E | WESTFIELD | NJ | 07090 | N/A | PC | General & Unrestricted | $703 |
| GIRL SCOUTS HEART OF NEW JERSEY INC | |||||||
| 201 GROVE ST E | WESTFIELD | NJ | 07090 | N/A | PC | to assist girls who cannot afford Girl Scout programs | $1,000 |
| INTERNATIONAL SCHOOL OF BROOKLYN | |||||||
| 477 COURT ST | BROOKLYN | NY | 11231 | N/A | PC | General & Unrestricted | $1,500 |
| KRIPALU CENTER FOR YOGA & HEALTH INC | |||||||
| PO BOX 309 | STOCKBRIDGE | MA | 01262 | N/A | PC | General & Unrestricted | $1,000 |
| LAWYERS IN DEFENSE OF ANIMALS INC | |||||||
| 1778 WATCHUNG AVE | PLAINFIELD | NJ | 07060 | N/A | PC | General & Unrestricted | $1,000 |
| OVERLOOK FOUNDATION | |||||||
| 36 UPPER OVERLOOK RD | SUMMIT | NJ | 07901 | N/A | PC | for the creation of The John J Gregory, M.D. Palliative Care Fund as part of the Palliative Care Endowment at Overlook Medical Center | $10,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $1,000 |
| PENCILS OF PROMISE INCORPORATED | |||||||
| 37 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | N/A | PC | to be used for educational purposes in Guatemala | $1,000 |
| PREVENT CHILD ABUSE | |||||||
| 103 CHURCH ST | NEW BRUNSWICK | NJ | 08901 | N/A | PC | New Jersey Chapter | $1,000 |
| RAPHAELS LIFE HOUSE INC | |||||||
| 231 COURT ST | ELIZABETH | NJ | 07206 | N/A | PC | General & Unrestricted | $1,000 |
| RECYCLE-A-BICYCLE INCORPORATED | |||||||
| 35 PEARL ST | BROOKLYN | NY | 11201 | N/A | PC | DUMBO location | $1,000 |
| SAFE HORIZON INC | |||||||
| 2 LAFAYETTE ST FL 3 | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $1,500 |
| SAINT JOHN'S FEED THE HUNGRY | |||||||
| 22 MULBERRY ST | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $1,000 |
| THE NEWMARK SCHOOL INC | |||||||
| 1000 CELLAR AVE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,203 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,886 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALERIAN MLP ETF | $37,978 | $26,992 |
| ALLIANCEBERN HIGH INCOME ADVIS | $50,445 | $42,402 |
| BERKSHIRE HATHAWAY INC. CLASS | $27,951 | $25,352 |
| BLACKROCK GLOBAL ALLOC I | $115,566 | $102,162 |
| FIRST EAGLE SOGEN GLOBAL FUND | $92,220 | $94,206 |
| ISHARE SP SMALL CAP 600 INDEX | $24,751 | $32,813 |
| ISHARES BARCLAYS US AGGREGATE | $21,214 | $21,062 |
| ISHARES S&P 500 GROWTH INDEX F | $51,385 | $71,333 |
| ISHARES S&P 500 VALUE INDEX FU | $56,504 | $67,637 |
| ISHARES S&P U.S. PREFERRED STO | $36,400 | $36,208 |
| ISHARES TR S & P MIDCAP 400 IN | $25,433 | $32,601 |
| JP MORGAN STRATEGIC INCOME OPP | $36,917 | $34,564 |
| PRUDENTIAL SHORT-TERM CORPOROR | $47,097 | $45,048 |
| TEMPLETON GLOBAL BD | $24,641 | $21,402 |
| VANGUARD DIVIDEND APPRECIATION | $41,707 | $43,001 |
| VANGUARD ENERGY ETF | $26,403 | $20,531 |
| VANGUARD FTSE DEVELOPED MARKET | $49,675 | $48,397 |
| VANGUARD FTSE EMERGING MARKETS | $25,290 | $21,621 |
| VANGUARD SF REIT ETF | $25,756 | $37,154 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,575 | $8,575 | |
| Bank Charges | $30 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,924 | Amt |
| Net Investment Income | $8,924 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2014 | CategoryTxt |
| Amt | $313 | Amt |