RAYMOND C AND MAUREEN K DEE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND C AND MAUREEN K DEE FOUNDATION INC (EIN 23-2880928)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349101460
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2011-05-16T09:32:59-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECKMAN & LAUDEMAN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 347 400 PINEBROOK PLACE SUIT | AddressLine1 |
| City | ORWIGSBURG | City |
| State | PA | State |
| ZIP Code | 179610347 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232880928 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAYMOND C AND MAUREEN K DEE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAYM | NameControl |
| Phone | 9734089294 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 VILLAGE ROAD | AddressLine1 |
| City | FLORHAM PARK | City |
| State | NJ | State |
| ZIP Code | 07932 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND C DEE | Name |
| Title | President | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM G HECKMAN CPA | Name |
| Phone | 5703668509 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 518056 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 5486 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5486 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 5486 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 8678 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 31511 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8678 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 14164 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14164 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 5486 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 975 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 975 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 224 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 224 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1199 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1199 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24625 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24625 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25824 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25824 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11660 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14164 | NetInvestmentIncome |
| Adjusted Net Income | 5486 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3155 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14283 | SavingsAndTempCashInvstEOY |
| Investments Corp Stock BOY | 356334 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 333546 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 518056 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 359489 | TotalAssetsBOY |
| Total Assets EOY | 347829 | TotalAssetsEOY |
| Total Assets EOYFMV | 518056 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 359489 | RetainedEarningsBOY |
| Retained Earnings EOY | 347829 | RetainedEarningsEOY |
| Total Net Assets BOY | 359489 | TotalNetAssetsBOY |
| Total Net Assets EOY | 347829 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 359489 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 347829 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 359489 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11660 | ExcessOfRevenueOverExpenses |
| Subtotal | 347829 | Subtotal |
| Total Net Assets Fund Balances EOY | 347829 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8678 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31016 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 468892 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06615 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25970 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 604199 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04298 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29080 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 634321 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04584 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13655 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 537593 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02540 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3650 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 479947 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.00761 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.18798 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03760 | AverageDistributionRatio |
| Net Noncharitable Assets | 540855 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20334 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 142 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20476 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25824 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 142 | InvestmentIncomeExciseTax |
| Subtotal | 142 | Subtotal |
| Tax Based On Investment Income | 142 | TaxBasedOnInvestmentIncome |
| Tax Due | 142 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | NJ | 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 | CO MAUREEN D HOWARD | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 VILLAGE ROAD | AddressLine1 |
| City | FLORHAM | City |
| State | NJ | State |
| ZIP Code | 07932 | 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MICHAEL C DEE | ||||||
| 10 RAFFAELLA DRIVE | EASTPORT | NY | 11941 | Director | 0.00 | 0 |
| MARY BETH DEE | ||||||
| 22 NORTH DRIVE | SAG HARBOR | NY | 11963 | Director | 0.00 | 0 |
| KATHLEEN D BROWN | ||||||
| 43 JOELS LANE | SAG HARBOR | NY | 11963 | Director | 0.00 | 0 |
| COLLEEN D POLE | ||||||
| 7 SUNDANCE WAY | NATICK | MA | 017605455 | Director | 0.00 | 0 |
| DENISE E DEE | ||||||
| 22 NORTH DRIVE | SAG HARBOR | NY | 11963 | Treasurer | 0.00 | 0 |
| MAUREEN D HOWARD | ||||||
| 40 VILLAGE ROAD | FLORHAM PARK | NJ | 07932 | Secretary | 0.00 | 0 |
| MAUREEN K DEE | ||||||
| 938 SPANISH MOSS TRAIL | NAPLES | FL | 34108 | Vice President | 0.00 | 0 |
| RAYMOND C DEE | ||||||
| 938 SPANISH MOSS TRAIL | NAPLES | FL | 34108 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 544780 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4311 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 549091 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 549091 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8236 | CashDeemedCharitable |
| Net Noncharitable Assets | 540855 | NetNoncharitableAssets |
| Minimum Investment Return | 27043 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27043 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 142 | TaxBasedOnInvestmentIncome |
| Total Tax | 142 | TotalTax |
| Distributable Amount Before Adj | 26901 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 26901 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 26901 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25824 | ExpensesAndContributions |
| Qualifying Distributions | 25824 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 142 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25682 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26901 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 21030 | UndistributedIncomePriorYear |
| Qualifying Distributions | 25824 | QualifyingDistributions |
| Applied To Year1 | 21030 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4794 | AppliedToCurrentYear |
| Undistributed Income CY | 22107 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND C DEE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ROYAL PALM ACADEMY | ||||||
| 16100 LIVINGSTON ROAD | NAPLES | FL | 34110 | NONE | GENERAL OPERATIONS | $2,000 |
| SCHUYLKILL WOMEN IN CRISIS | ||||||
| PO BOX 96 | POTTSVILLE | PA | 17901 | NONE | GENERAL OPERATIONS | $15,000 |
| PA FREE ENTERPRISE WEEK | ||||||
| 2840 WEST 21ST ST SUITE 2 | ERIE | PA | 16506 | NONE | GENERAL OPERATIONS | $2,625 |
| ST BONAVENTURE UNIVERSITY | ||||||
| 3261 WEST STATE ROAD | ST BONAVENTURE | NY | 14788 | UNIVERSITY TRUSTEE | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24625 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,486 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,714 | ExclusionAmount |
| Related Or Exempt Function Income | -36 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,200 | ExclusionAmount |
| Related Or Exempt Function Income | -36 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14164 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $975 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 975 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 500 SH. PROCTOR & GAMBLE CO. | 22789 | 32165 |
| 2836 SH. HEWLETT-PACKARD CO DE | 91007 | 119396 |
| 4500 SH. MICROSOFT CORP. | 69750 | 125595 |
| 2 SH. BERKShIRE HATHAWAY INC DEL CL A | 150000 | 240900 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| NJ REGISTRATION | $30 | 30 |
| EXCISE TAX | $194 | 194 |