INTERNATIONAL FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL FOUNDATION INC (EIN 13-1962255)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349100016
- Schema version
- 2014v5.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T06:50:40-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cullari Carrico LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road Ste 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131962255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The International Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9734063955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John D Carrico II CPA | PersonNm |
| Person Title | Asst. Sec/Treas | PersonTitleTxt |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN CARRICO JR | PreparerPersonNm |
| PTIN | P00741048 | PTIN |
| Phone | 9734063955 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,784,705 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $455,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $455,679 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $455,679 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $811,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,602,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $811,935 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $39,247 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $179,149 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,446,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,267,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $494,926 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $230,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $193,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,288 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,288 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $136,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,923 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $99,827 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,303 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,433 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,668 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,743 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,607 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,136 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,492 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,920 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,572 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $566,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $382,366 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $522,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $522,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,088,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $904,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $358,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,083,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $494,926 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,017 | CashBOYAmt |
| Cash EOY | $89,005 | CashEOYAmt |
| Cash EOYFMV | $89,005 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,973 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,816 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,137 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,137 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,389,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,820,077 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,820,077 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,748,734 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,046,763 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,046,763 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,878,146 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,785,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,785,750 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,051 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,051 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $26,274,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,784,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,784,705 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $75,194 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $88,091 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $75,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,091 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,199,395 | UnrestrictedBOYAmt |
| Unrestricted EOY | $26,696,614 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,199,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,696,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,274,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,784,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,199,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $358,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $138,465 | OtherIncreasesAmt |
| Subtotal | $26,696,614 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,696,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE STATEMENTS ATTACHED | P | 2014-01-01 | 2014-12-31 | $1,621,993 | $1,582,746 | $39,247 | $39,247 |
| SEE STATEMENTS ATTACHED | P | 2000-01-01 | 2014-12-31 | $2,980,690 | $2,208,002 | $772,688 | $772,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $811,935 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $39,247 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,240,088 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,786,767 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05003 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,052,732 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,965,062 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04584 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,054,212 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,502,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04486 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,090,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,707,901 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,187,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,676,926 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05478 | DistributionYr5Rt |
| Total Distribution | 0.24352 | TotalDistributionRt |
| Average Distribution | 0.04870 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,541,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,292,655 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,840 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,303,495 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $904,366 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,679 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,679 | SubtotalAmt |
| Tax Based On Investment Income | $21,679 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $403 | EsPenaltyAmt |
| Tax Due | $22,082 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
| Website Address | intlfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carrico Associates PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734063955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Roaada Suite 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Letietia Butler | ||||||
| SOME ADDRESS | SOME CITY | CT | 06117 | Trustee | 0.00 | $25,000 |
| Douglas Walker | ||||||
| PO Box 1655 | New Canaan | CT | 06840 | Trustee | 0.00 | $25,000 |
| Dr Edward A Holmes | ||||||
| 4307 TOPSIDE ROAD | KNOXVILLE | TN | 37920 | Trustee | 40.00 | $25,000 |
| Frank H Madden | ||||||
| 54 Linden Court | Spring Lake Heights | NJ | 07762 | Trustee,Pres | 10.00 | $35,000 |
| John D Carrico CPA | ||||||
| 7 Red Oak drive | Hamburg | NJ | 07419 | Trustee,Treasur | 15.00 | $20,000 |
| John D Carrico II CPA | ||||||
| 6 Raynold Road | Mountain Lakes | NJ | 07046 | Asst Sec'y/Trea | 1.00 | $0 |
| Gary Dicovitsky | ||||||
| 3756 Sunset Ridge Road | Altadena | CA | 91001 | Fin Chr/Trustee | 5.00 | $25,000 |
| William M McCormack MD | ||||||
| 77 TIDE RUN | MASHPEE | MA | 02649 | Grts. Chr/Trste | 10.00 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Carrico Associates PA | |||||
| 271 Route 46 West Bldg G | Fairfield | NJ | 07004 | Acctg,Tax,Admin Serv | $112,750 |
| Goldman Sachs & Co | |||||
| One New York Plaza | New York | NY | 10004 | Investment Mgmt | $98,303 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,897,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,945,229 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $26,945,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $404,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,541,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,327,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,327,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,679 | TotalTaxAmt |
| Distributable Before Adj | $1,305,374 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,305,374 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,305,374 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $904,366 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $904,366 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $904,366 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,305,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $898,905 | UndistributedIncomePYAmt |
| Qualifying Distributions | $904,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $898,905 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,461 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,299,913 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr William McCormack | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Route 23 North Suite 300 | AddressLine1Txt |
| City | Wayne | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | See foundation's website @ intlfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $522,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $522,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $455,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $811,935 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LEGACY & OTHER | 1 | $33,811 |
| Misc Investment Income | 14 | $145,338 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $634,828 | ExclusionAmt |
| Related Or Exempt Function Incm | $811,935 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,446,763 | 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 | 48 | LineNumberTxt |
| Relationship Statement | Income from investments in securities and gains on sales ofsecurities are the sole sources of funding for the foundation'sgrants program. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit | $24,000 | $6,480 | $0 | $17,520 |
| Financial & Administration Services | $112,750 | $30,443 | $0 | $82,307 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $15,051 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,051 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $3,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $15,000 | $3,600 | $11,400 |
| Miscellaneous | $1,535 | $1,535 | |
| Office Expense - Grants | $1,094 | $1,094 | |
| Office Expense - NJ Office | $747 | $373 | $374 |
| Payroll Service Expense | $1,379 | $434 | $945 |
| Postage - NJ Office | $110 | $55 | $55 |
| Software - Grants | $23,797 | $23,797 | |
| Telephone - NJ Office | $1,830 | $458 | $1,372 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| LEGACY & OTHER | $33,811 |
| Misc Investment Income | $145,338 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $138,465 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Services | CategoryTxt |
| Amt | $98,303 | Amt |
| Net Investment Income | $98,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Tax Expense | CategoryTxt |
| Amt | $2,433 | Amt |
| Net Investment Income | $765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,668 | DisbursementsCharitablePrpsAmt |