NORMAN & BETTINA ROBERTS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN & BETTINA ROBERTS FOUNDATION INC (EIN 13-3702467)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201302259349100760
- Schema version
- 2012v2.0
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T10:18:35-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCINTEE FUSARO DEL CORRAL LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 FAIRFIELD RD STE 300 | AddressLine1 |
| City | FAIRFIELD | City |
| State | NJ | State |
| ZIP Code | 070041942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133702467 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORMAN & BETTINA ROBERTS FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORM | NameControl |
| Phone | 9738820300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 FAIRFIELD RD | AddressLine1 |
| City | FAIRFIELD | City |
| State | NJ | State |
| ZIP Code | 07004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH CANCIGLIA | Name |
| Title | Secretary | Title |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARREN FUSARO | Name |
| PTIN | P01215680 | PTIN |
| Phone | 9738820300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 26340308 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 798214 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 798214 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 798214 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 217828 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 217828 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 217828 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 227606 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13526924 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 227606 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 114029 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 595353 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 595353 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 595353 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1839001 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1839001 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1725424 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 18914 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 18914 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 28100 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 28100 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 140983 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 140983 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 140983 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 140983 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 29032 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4032 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 4032 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 29032 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2658 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 2658 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 219687 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 145015 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 145015 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 219687 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1491250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1491250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1710937 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 145015 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 145015 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1710937 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 128064 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1693986 | NetInvestmentIncome |
| Adjusted Net Income | 1580409 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 456749 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1495120 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1495120 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 286220 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 28000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 28090 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 4656223 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5431870 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5605499 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 13260494 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 11564019 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 12283089 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 4560595 | InvestmentsOtherBOY |
| Investments Other EOY | 4829336 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6928510 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 23220281 | TotalAssetsBOY |
| Total Assets EOY | 23348345 | TotalAssetsEOY |
| Total Assets EOYFMV | 26340308 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 23220281 | UnrestrictedBOY |
| Unrestricted EOY | 23348345 | UnrestrictedEOY |
| Total Net Assets BOY | 23220281 | TotalNetAssetsBOY |
| Total Net Assets EOY | 23348345 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23220281 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 23348345 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 23220281 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 128064 | ExcessOfRevenueOverExpenses |
| Subtotal | 23348345 | Subtotal |
| Total Net Assets Fund Balances EOY | 23348345 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| VARIOUS See attached list | P | 2010-12-31 | 2012-12-31 | 7725036 | 7611459 | 113577 | 113577 |
| VARIOUS See attached list | P | 2012-12-31 | 2012-12-31 | 5801888 | 5687859 | 114029 | 114029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 227606 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 114029 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1689621 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19511720 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.08660 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1726824 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 22972197 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07517 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1645576 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 23507074 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.07000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1570521 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 23727295 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06619 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1588545 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 23766242 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06684 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.36480 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07296 | AverageDistributionRatio |
| Net Noncharitable Assets | 25310111 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1846626 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 16940 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1863566 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1710937 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 33880 | InvestmentIncomeExciseTax |
| Subtotal | 33880 | Subtotal |
| Tax Based On Investment Income | 33880 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 35555 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 35555 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 160 | PenaltyForUnderpayment |
| Overpayment | 1515 | Overpayment |
| Amount Credited To Next Year | 1515 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D McIntee Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9738820300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 FAIRFIELD RD - SUITE 300 | AddressLine1 |
| City | FAIRFIELD | City |
| State | NJ | State |
| ZIP Code | 07004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| LAWRENCE MAGID | ||||||
| 141 CRESCENT DRIVE | SEARINGTOWN | NY | 11507 | Vice President | 5.00 | 0 |
| DAVID MCINTEE | ||||||
| 277 FAIRFIELD RD - SUITE 300 | FAIRFIELD | NJ | 07004 | President | 5.00 | 0 |
| JOSEPH CANCIGLIA | ||||||
| 118 ENGLE STREET | TENAFLY | NJ | 07670 | Secretary | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STIFEL NICHOLAS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH BROADWAY | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MANAGEMEN | TypeOfService |
| Compensation | 140983 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | All contributions from the foundation were made directly to other 501 (c)(3) organizations. This foundation did not conduct any activities. See Part XV for details. | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 19007102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1049342 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5639100 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 25695544 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 25695544 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 385433 | CashDeemedCharitable |
| Net Noncharitable Assets | 25310111 | NetNoncharitableAssets |
| Minimum Investment Return | 1265506 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1265506 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 33880 | TaxBasedOnInvestmentIncome |
| Total Tax | 33880 | TotalTax |
| Distributable Amount Before Adj | 1231626 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1231626 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1231626 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1710937 | ExpensesAndContributions |
| Qualifying Distributions | 1710937 | QualifyingDistributions |
| Adj Qualifying Distributions | 1710937 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1231626 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 415675 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 414784 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 497188 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 610080 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 769033 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2706760 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1710937 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1231626 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 479311 | RemainingDistriFromCorpus |
| Total Corpus | 3186071 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 415675 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2770396 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 414784 | ExcessFromYear4 |
| Excess From Year3 | 497188 | ExcessFromYear3 |
| Excess From Year2 | 610080 | ExcessFromYear2 |
| Excess From Year1 | 769033 | ExcessFromYear1 |
| Excess From Current Year | 479311 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | SEE ATTACHED SCHEDULE - all 501c3 | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | FAIRFIELD | City |
| State | NJ | State |
| ZIP Code | 07004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | n/a | RecipientRelationship |
| Recipient Foundation Status | n/a | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Various - see attached | PurposeOfGrantOrContribution |
| Amount | $1,491,250 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1491250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $798,214 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $217,828 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $595,353 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 227606 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,611,395 | ExclusionAmount |
| Related Or Exempt Function Income | 227606 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1839001 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | various | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 Fairfield Road | AddressLine1 |
| City | Fairfiield | City |
| State | NJ | State |
| ZIP Code | 07004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1491250 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCINTEE & FUSARO & ASSOC, PLLC | Category |
| Amount | $28,100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 28100 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STIFEL NICHOLAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION HAS CONTRCATED WITH THIS FIRM TO MANAGE ITS INVESTMENT PORTFOLIO | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS - SEE ATTACHED | NameOfBond |
| EOY Book Value | 11564019 | EOYBookValue |
| EOYFMV | 12283089 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK - SEE ATTACHED | NameOfStock |
| EOY Book Value | 5431870 | EOYBookValue |
| EOYFMV | 5605499 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 28000 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 28090 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | 3472674 | 5639100 |
| MUTUAL FUNDS - SEE ATTCHED | FMV | 902309 | 883550 |
| PUBLICLY TRADED PARTNERSHIPS | FMV | 454353 | 405860 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PINES & KESSLER -CORPORATE LEGAL COUNSEL | Category |
| Amount | $18,914 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 18914 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| SUPPLIES | 93 | 93 |
| SUBSCRIPTIONS | 342 | 342 |
| POSTAGE | 205 | 205 |
| INSURANCE | 2018 | 2018 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 595353 | RevenueAndExpensesPerBooks |
| Net Investment Income | 595353 | NetInvestmentIncome |
| Adjusted Net Income | 595353 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STIFEL NICHOLAS INVESTMENT MGT | Category |
| Amount | $140,983 | Amount |
| Net Investment Income | 140983 | NetInvestmentIncome |
| Adjusted Net Income | 140983 | AdjustedNetIncome |
| Disbursements Charitable Prps | 140983 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $4,032 | 4032 | 4032 | 4032 |
| FEDERAL EXCISE TAX | $25,000 | 25000 |