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JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATION (EIN 33-1123802)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-08
IRS object ID
201531599349100108
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-08T10:26:02-04:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Steinberg Enterprises LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1119 Tunicflower LaneAddressLine1Txt
CityWest WindsorCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331123802EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Joseph and Marguerite DisepioBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone6096555532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1491A Old Nassau RoadAddressLine1Txt
CityMonroe TownshipCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08831ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarguerite DiSepioPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-05-18SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLeonard SteinbergPreparerPersonNm
PTINP00177617PTIN
Phone6094430469PhoneNum
Preparation2015-05-18PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$193,254FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$162InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$162InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$162InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$162TotalRevAndExpnssAmt
Total Net Invst Incm$162TotalNetInvstIncmAmt
Total Adj Net Incm$162TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$315AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$240OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$555TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$210,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$210,555TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$210,393ExcessRevenueOverExpensesAmt
Net Investment Income$162NetInvestmentIncomeAmt
Adjusted Net Income$162AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$153,647CashBOYAmt
Cash EOY$193,254CashEOYAmt
Cash EOYFMV$193,254CashEOYFMVAmt
Total Assets BOY$153,647TotalAssetsBOYAmt
Total Assets EOY$193,254TotalAssetsEOYAmt
Total Assets EOYFMV$193,254TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$153,647RetainedEarningBOYAmt
Retained Earning EOY$193,254RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$153,647TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$193,254TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$153,647TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$193,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$153,647TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$210,393ExcessRevenueOverExpensesAmt
Other Increases$250,000OtherIncreasesAmt
Subtotal$193,254SubtotalAmt
Tot Net Ast Or Fund Balances EOY$193,254TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1AppliedToEsTaxAmt
Total Payments And Credits$1TotalPaymentsAndCreditsAmt
Tax Due$2TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Individual With BooksMarguerite DiDepioIndividualWithBooksNm
Phone6096555532PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1491A Old Nassau Rd MonroAddressLine1Txt
CityMonroe TownshipCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08831ZIPCd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Joseph DiSepio
491A Old Nassau RoadMonroe TownshipNJ08831TRUSTEE1$0
Marguerite DiSepio
491 Old Nassau roadMonroe TownshipNJ08831TRUSTEE1$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$177,530AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$177,530TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$177,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,663CashDeemedCharitableAmt
Net Vl Noncharitable Assets$174,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,743MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,743MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$8,740DistributableBeforeAdjAmt
Distributable Before Ded$8,740DistributableBeforeDedAmt
Distributable As Adjusted$8,740DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,740DistributableAsAdjustedAmt
Undistributed Income CY$8,740UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NJ Health FoundationBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1120 Albany StreetAddressLine1Txt
CityNEW BRUNSWICKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08901ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusGrantRecipientFoundationStatusTxt
Grant Or Contribution PurposeEducationGrantOrContributionPurposeTxt
Amt$210,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$210,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$162ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$162TotalIncomeProducingActyAmt

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDONATION FROM TRUSTEESDesc
Amt$250,000Amt