MEERWARTH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MEERWARTH FAMILY FOUNDATION (EIN 13-7018740)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401399349100105
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T14:26:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222978848 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEDERSON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PASSAIC AVENUE - SUITE 310 | AddressLine1 |
| City | FAIRFIELD | City |
| State | NJ | State |
| ZIP Code | 07004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137018740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEERWARTH FAMILY FOUNDATION CO MICHAEL STERLACCI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEER | BusinessNameControlTxt |
| Phone | 5618339631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 ROYAL PALM WAY NO 100 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY M PESTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9735390989 | PhoneNum |
| Signature | 2014-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONI M KLIMOWICZ CPA | PreparerPersonNm |
| PTIN | P01395701 | PTIN |
| Phone | 9737363333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,940,853 | 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 |
| Dividends Rev And Expnss | $139,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$79,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $762,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,504 | 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 |
| Taxes Rev And Expnss | $320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$208,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,017 | CashBOYAmt |
| Cash EOY | $17,005 | CashEOYAmt |
| Cash EOYFMV | $17,005 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $831,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,444,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,444,519 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,161,340 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,324,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,479,329 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,994,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,785,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,940,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,994,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,785,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,994,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,785,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,994,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,785,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,994,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$208,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,785,555 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,785,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12000 UNITS BARCLAYS BANK PLC 6&5/8 PFD | 2006-04-28 | 2013-10-28 | $294,835 | $300,000 | -$5,165 | -$5,165 | |
| 2000 UNITS CITIZENS FUNDING TR I 7.5% PFD | 2006-09-26 | 2013-10-28 | $49,885 | $66,542 | -$16,657 | -$16,657 | |
| 2000 UNITS COUNTRYWIDE CPITAL V 7% PFD | 2006-11-08 | 2013-10-25 | $50,478 | $50,000 | $478 | $478 | |
| 2000 UNITS RBS CAPITAL FUNDING TRUST VII 6.08% PFD | 2004-02-18 | 2013-10-25 | $42,050 | $50,000 | -$7,950 | -$7,950 | |
| 12000 UNITS ROYAL BANK OF SCOTLAND GROUP PLC SERIES N PERPNC 6.35% PFD | 2005-05-23 | 2013-10-28 | $250,196 | $300,000 | -$49,804 | -$49,804 | |
| 316 UNITS VALLEY NATIONA BANCORP 7.75% PFD (TOPRS) | 2001-11-07 | 2013-07-26 | $7,900 | $7,900 | $0 | $0 | |
| 2673 UNITS VALLEY NATIONA BANCORP 7.75% PFD (TOPRS) | 2001-11-07 | 2013-10-25 | $66,825 | $66,825 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$79,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $300,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,473,547 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,846,374 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $147,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,370,323 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043720 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,614,664 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048209 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $193,957 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,238,090 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059899 | DistributionYr5Rt |
| Total Distribution | 0.234648 | TotalDistributionRt |
| Average Distribution | 0.046930 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,912,223 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $230,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $231,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $268,750 | 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 | $1,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,395 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | FL | 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 | LURENNA MEERWARTH | IndividualWithBooksNm |
| Phone | 9735408810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 PIPPINS WAY | AddressLine1 |
| City | MORRISTOWN | City |
| State | NJ | State |
| ZIP Code | 07960 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LURENNA M MEERWARTH | |||||||||
| C/O MICHAEL STERLACCI 340 ROYAL | POINCIANA WAY STE 340 | PALM BEACH | FL | 33480 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TRACY M PESTER | |||||||||
| C/O MICHAEL STERLACCI 340 ROYAL | POINCIANA WAY STE 340 | PALM BEACH | FL | 33480 | DIRECTOR | 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 |
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 | $3,918,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,068,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,987,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,987,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,912,223 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,395 | TotalTaxAmt |
| Distributable Before Adj | $244,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $244,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $244,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,395 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,355 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,037 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,037 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $244,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,497 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,497 | 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 | $1,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,497 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LURENNA M MEERWARTH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LURENNA M MEERWARTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MICHAEL STERLACCI 340 ROYAL | AddressLine1 |
| Address Line2 | POINCIANA WAY STE 340 | AddressLine2 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618335691 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUESTS WITH BROCHURES DEMONSTRATING CHARITABLE PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BIRTH HAVEN | ||||||||
| 4 ACADEMY ST | NEWTON | NJ | 07860 | N/A | PUBLIC | CASH CONTRIBUTION | $5,000 | |
| BROWN LEDGE CAMP | ||||||||
| 71 BROWN LEDGE RD | COLCHESTER | VT | 05446 | N/A | PUBLIC | CASH CONTRIBUTION | $3,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| 301 MARKET ST SUITE 2 | LEWISBURG | PA | 17837 | N/A | PUBLIC | EDUCATIONAL | $15,000 | |
| DAYTOP NEW JERSEY | ||||||||
| 80 W MAIN ST | MENDHAM | NJ | 07945 | N/A | PUBLIC | CASH CONTRIBUTION | $2,000 | |
| EVA'S VILLAGE | ||||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | N/A | PUBLIC | FAMILY SERVICES | $1,000 | |
| FAMILY PROMISE OF MORRIS COUNTY | ||||||||
| PO BOX 1494 | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | FAMILY SERVICES | $10,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||||
| 100 MADISON AVE | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | MEDICAL | $133,000 | |
| GREAT SWAMP WATERSHED ASSOCIATION | ||||||||
| 568 TEMPE WICK ROAD | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | CASH CONTRIBUTION | $5,000 | |
| HOMELESS SOLUTIONS | ||||||||
| 6 DUMONT PLACE 3RD FLOOR | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | CASH CONTRIBUTION | $2,500 | |
| HUNTER PARK (RILEY RINK) | ||||||||
| 410 HUNTER PARK ROAD | MANCHESTER CENTER | VT | 05255 | N/A | PUBLIC | CULTURAL | $2,000 | |
| IMPACT 100 GARDEN STATE | ||||||||
| PO BOX 488 | MENDHAM | NJ | 07945 | N/A | PUBLIC | CASH CONTRIBUTION | $2,000 | |
| INTERFAITH FOOD PANTRY | ||||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | N/A | PUBLIC | FAMILY SERVICES | $5,000 | |
| JERSEY BATTERED WOMEN SHELTER | ||||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | FAMILY SERVICES | $3,000 | |
| KENT PLACE SCHOOL | ||||||||
| 42 NORWOOD ROAD | SUMMIT | NJ | 07902 | N/A | PUBLIC | EDUCATIONAL | $17,000 | |
| MANE STREAM | ||||||||
| PO BOX 305 | OLDWICK | NJ | 08858 | N/A | PUBLIC | CASH CONTRIBUTION | $1,000 | |
| MARK SKINNER LIBRARY | ||||||||
| 48 WEST ROAD | MANCHESTER | VT | 05254 | N/A | PUBLIC | CULTURAL | $1,000 | |
| MARKET STREET MISSION | ||||||||
| 9 MARKET ST | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | CASH CONTRIBUTION | $1,000 | |
| NEIGNBORHOOD GIVING PROJECT | ||||||||
| PO BOX 4317 | OAK PARK | IL | 60304 | N/A | PUBLIC | FAMILY SERVICES | $1,250 | |
| NEW YORK PUBLIC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | N/A | PUBLIC | CULTURAL | $1,000 | |
| NHSGA CADDIE SCHOLARSHIP (BALTUSROL) | ||||||||
| 3 GOLF DRIVE | KENILWORTH | NJ | 07033 | N/A | PUBLIC | EDUCATIONAL | $2,500 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | N/A | PUBLIC | MEDICAL | $5,000 | |
| PATHWAY COOKS | ||||||||
| 79 MAPLE AVENUE | SUMMIT | NJ | 07901 | N/A | PUBLIC | FAMILY SERVICES | $3,000 | |
| SISTERS OF CHARITY (OF ST ELIZABETH) | ||||||||
| PO BOX 476 | CONVENT STATION | NJ | 079610476 | N/A | PUBLIC | FAMILY SERVICES | $1,000 | |
| ST HUBERT'S ANIMAL WELFARE CENTER | ||||||||
| 575 WOODLAND AVENUE | MAIDSON | NJ | 07940 | N/A | PUBLIC | CASH CONTRIBUTION | $1,000 | |
| THE FIRST TEE OF RARITAN VALLEY | ||||||||
| 1 GOLF DRIVE THE LEARNING CENTER | KENILWORTH | NJ | 07033 | N/A | PUBLIC | CASH CONTRIBUTION | $9,000 | |
| THE JUNIOR LEAGUE OF MORRISTOWN(SCHOLARSHIP) | ||||||||
| 701 MOORE AVE | LEWISBURG | PA | 17837 | N/A | PUBLIC | EDUCATIONAL | $2,000 | |
| THE LAND CONSERVATION OF NJ | ||||||||
| 19 BOONTON AVE | BOONTON | NJ | 07005 | N/A | PUBLIC | CASH CONTRIBUTION | $7,500 | |
| THE MORRIS MUSEUM (CHILDREN'S PROGRAMMING) | ||||||||
| 6 NORMANDY HEIGHTS RD | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | CULTURAL | $5,000 | |
| THE PECK SCHOOL | ||||||||
| 247 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | EDUCATIONAL | $15,000 | |
| THE SEEING EYE | ||||||||
| 10 WASHINGTON VALLEY RD | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | CASH CONTRIBUTION | $5,000 | |
| VERMONT FOOD BANK | ||||||||
| 33 PARKER ROAD WILSON INDUSTRIAL | BARRE | VT | 06541 | N/A | PUBLIC | FAMILY SERVICES | $2,000 | PARK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $139,504 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$79,098 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $60,406 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,406 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | FUNDS ARE USED TO SUPPORT AND PROMOTE EDUCATIONAL FACILITIES, FAMILY |
| 8 | SERVICES, MEDICAL FACILITIES, PERFORMING ARTS AND EDUCATIONAL SERVICES |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 45,562 SHS APPLIED INDUSTRIAL TECHNOLOGIES INC | $254,250 | $2,236,639 |
| 1,239 SHS WELLS FARGO | $103,585 | $56,251 |
| 3,072 SHS VERIZON COMMUNICATIONS | $60,800 | $150,958 |
| 6100 SHS HOME DEPOT INC | $338,361 | $502,274 |
| 8350 SHS PFIZER INC | $343,398 | $255,761 |
| 2989 SHS VALLEY NATIONAL BANCORP 7.75% PFD | $0 | $0 |
| 2000 SHS RBS CAP FUNDING TRUST 6.08% PFD | $0 | $0 |
| 2000 SHS CORTS GS CAPITAL I 6% PFD | $50,000 | $47,300 |
| 12000 SHS ROYAL BANK SCOTLAND GRP PLC 6.35% PFD | $0 | $0 |
| 2000 SHS HSBC FINANCE CORPORATION 6.36% PFD | $50,000 | $45,800 |
| 12,000 SHS BARCLAYS BANK PLC 6.5/8% PFD | $0 | $0 |
| 2,000 SHS CITIZENS FUNDING TR I | $0 | $0 |
| 2,000 SHS COUNTRYWIDE CAPITAL V 7% PFD | $0 | $0 |
| 2,000 SHS MORGAN STANLEY CAP TRST VI 6.6% PFD | $50,000 | $49,100 |
| 1,000 SHS 6.45% MORGAN STANLEY CAP TRUST | $25,000 | $23,820 |
| 737 SHS FRONTIER COMMUNICATIONS | $3,668 | $3,427 |
| 2000 UNITS ROYAL BK SCOTLAND | $31,000 | $40,920 |
| 955 EXPRESS SCRIPTS | $13,969 | $67,079 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |