ANTHONY & D H SORRENTINO CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY & D H SORRENTINO CHARITABLE TR (EIN 31-6670758)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201411329349100301
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T06:54:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223546656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD S HOOGSTRA CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 RIVER ROAD SUITE I-4A | AddressLine1 |
| City | MONTVILLE | City |
| State | NJ | State |
| ZIP Code | 07045 | 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 | 316670758 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY AND DOROTHY H SORRENTINO CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 9738318700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 HAMBURG TURNPIKE | AddressLine1 |
| City | WAYNE | City |
| State | NJ | State |
| ZIP Code | 07470 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HANSE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9738318700 | PhoneNum |
| Signature | 2014-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brad S Hoogstra | PreparerPersonNm |
| PTIN | P00159321 | PTIN |
| Phone | 9732999443 | PhoneNum |
| Preparation | 2014-04-24 | PreparationDt |
| 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 | $245,874 | 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 | $5,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,483 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,073 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,440 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $307 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,105 | CashBOYAmt |
| Cash EOY | $2,762 | CashEOYAmt |
| Cash EOYFMV | $2,762 | CashEOYFMVAmt |
| Other Investments BOY | $199,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $197,089 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $242,403 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $924 | OtherAssetsBOYAmt |
| Other Assets EOY | $709 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $709 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $203,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $200,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $245,874 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,415 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,415 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,415 | 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 | $201,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $199,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $201,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $199,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $200,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $201,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $199,360 | SubtotalAmt |
| Other Decreases | $215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $199,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOULDER TOTAL RETURN | P | 2013-07-02 | 2013-11-05 | $6,760 | $6,436 | $324 | $324 |
| MAINSTAY HIGH YIELD CORPORATE | P | 2013-01-01 | 2013-07-01 | $959 | $969 | -$10 | -$10 |
| PIMCO COMMODITY REAL RETURN | P | 2013-01-01 | 2013-07-01 | $170 | $200 | -$30 | -$30 |
| LORD ABBETT SHORT DURATION | P | 2012-01-11 | 2013-07-01 | $8,975 | $9,013 | -$38 | -$38 |
| MAINSTAY HIGH YIELD CORPORATE | P | 2012-01-01 | 2013-07-01 | $495 | $500 | -$5 | -$5 |
| PIMCO COMMODITY REAL RETURN | P | 2012-01-01 | 2013-07-01 | $79 | $93 | -$14 | -$14 |
| MAINSTAY HIGH YIELD CORPORATE | P | 2010-10-22 | 2013-05-20 | $4,975 | $4,740 | $235 | $235 |
| MAINSTAY HIGH YIELD CORPORATE | P | 2012-01-01 | 2013-07-01 | $8,482 | $8,411 | $71 | $71 |
| PIMCO COMMODITY REAL RETURN | P | 2012-01-01 | 2013-07-01 | $5,045 | $7,654 | -$2,609 | -$2,609 |
| PIMCO TOTAL RETURN INSTL | P | 2010-10-22 | 2013-07-01 | $5,275 | $5,721 | -$446 | -$446 |
| Capital Gains Dividends | P | $8,005 | $8,005 | $8,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,483 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,991 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.183554 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $268,136 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.139485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $285,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $286,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052313 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $317,732 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031473 | DistributionYr5Rt |
| Total Distribution | 0.433107 | TotalDistributionRt |
| Average Distribution | 0.086621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $227,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $107 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,817 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $352 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $352 | TotalPaymentsAndCreditsAmt |
| Overpayment | $137 | OverpaymentAmt |
| Applied To ES Tax | $137 | 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 | 0 | 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 | HANSE ANDERSON LLP | IndividualWithBooksNm |
| Phone | 9738318700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 HAMBURG TURNPIKE | AddressLine1 |
| City | WAYNE | City |
| State | NJ | State |
| ZIP Code | 07470 | 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 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM C HANSE | ||||||||
| 2035 HAMBURG TURNPIKE | WAYNE | NJ | 07470 | TRUSTEE | 2.00 | $1,440 | $0 | $0 |
| BRIAN HANSE | ||||||||
| 2035 HAMBURG TURNPIKE | WAYNE | NJ | 07470 | 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 |
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 | $228,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,003 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215 | TotalTaxAmt |
| Distributable Before Adj | $11,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $871 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $24,192 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,162 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,162 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,820 | 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 | $48,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $18,901 | ExcessFromYear2Amt |
| Excess From Year1 | $29,919 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIAN HANSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 HAMBURG TURNPIKE | AddressLine1 |
| City | WAYNE | City |
| State | NJ | State |
| ZIP Code | 07470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9738318700 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUESTS DO NOT REQUIRE ANY PRESCRIBED FORMAT; HOWEVER, THERE SHOULD BE A DETAILED DESCRIPTION OF THE NEED AND PURPOSE FOR WHICH THE FUNDS WILL BE UTILIZED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. NOTICE OF APPROVAL, REJECTION, OR REQUESTS FOR ADDITIONAL INF | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE ONLY MADE TO OTHER CHARITABLE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHEDRAL CHOIR | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 E HAMBURG TURNPIKE | AddressLine1 |
| City | WAYNE | City |
| State | NJ | State |
| ZIP Code | 07470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MUSIC MINISTRY | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,073 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN MID CAP | AT COST | $13,922 | $20,764 |
| AMERICAN FUNDAMENTAL INVESTORS | AT COST | $7,884 | $11,603 |
| HARBOR CAPITAL APPRECIATION | AT COST | $13,386 | $21,558 |
| THE HARTFORD FLOAT RATE FD | AT COST | $13,717 | $14,083 |
| JOHN HANCOCK DISCIPLINED VALUE | AT COST | $13,316 | $17,904 |
| LORD ABBETT DEVELOPING GR | AT COST | $4,340 | $5,699 |
| MFS VALUE FD | AT COST | $19,963 | $27,411 |
| MAINSTAY LARGE CAP GROWTH | AT COST | $17,417 | $24,385 |
| MAINSTAY HIGH YIELD CORP BD FD | AT COST | $0 | $0 |
| OPPENHEIMER DEV MARKETS FD | AT COST | $4,485 | $4,948 |
| PIMCO TOTAL RETURN | AT COST | $7,046 | $6,504 |
| PIMCO COMMODITY REAL RETURN | AT COST | $0 | $0 |
| PRINCIPAL PREFERRED SEC | AT COST | $13,439 | $13,081 |
| PRINCIPAL INTRNL EMERG MKT | AT COST | $3,028 | $2,900 |
| TWEEDY BROWNE GLOBAL VALUE | AT COST | $3,612 | $4,095 |
| VIRTUS FOREIGN OPPORTUNITIES | AT COST | $7,154 | $8,762 |
| CRM CAP VALUE INVESTOR | AT COST | $14,709 | $18,477 |
| ARTISAN SMALL CAP | AT COST | $3,429 | $4,052 |
| LORD ABBETT SHORT DURATION INC | AT COST | $24,513 | $24,423 |
| MORGAN STA INST INC US REAL EST | AT COST | $5,362 | $5,225 |
| PROSHARES TR SHORT 20+ | AT COST | $1,887 | $1,973 |
| SECTOR SPDR TR SHS BEN INT | AT COST | $4,480 | $4,556 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENT | Desc |
| BOY Book Value | $924 | BOYBookValueAmt |
| EOY Book Value | $709 | EOYBookValueAmt |
| EOYFMV | $709 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CURRENT YEAR EXCISE TAX | Description |
| Amount | $215 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NJ REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| REFUND PAYABLE TO US TREASURY | $520 | $520 |
| 2004 TAX LIABILITY | $203 | $203 |
| 2005 TAX LIABILITY | $170 | $170 |
| REFUND PAYABLE TO US TREASURY | $522 | $522 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,786 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |