RICHARD & LISA SOULTANIAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD & LISA SOULTANIAN FOUNDATION INC (EIN 81-4559460)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202621389349100642
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T14:19:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331904261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMC ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 WALNUT AVE STE D | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814559460 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD & LISA SOULTANIAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2013914300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 GOVERNOR DR | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SOULTANIAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2013914300 | PhoneNum |
| Signature | 2026-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER COLYER | PreparerPersonNm |
| PTIN | P00393727 | PTIN |
| Phone | 9085773000 | PhoneNum |
| Preparation | 2026-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $643,117 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,944 | 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 | $446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,521 | CashBOYAmt |
| Cash EOY | $26,210 | CashEOYAmt |
| Cash EOYFMV | $26,210 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $118,338 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $560,397 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $498,569 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $498,569 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $597,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $643,117 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $597,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | $587,520 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $597,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $597,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $587,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $597,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $729 | OtherIncreasesAmt |
| Subtotal | $587,520 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $587,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JP MORGAN | PropertyDesc |
| Acquired | 2025-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $57 | GrossSalesPriceAmt |
| Gain Or Loss | $57 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $57 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $361 | 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 | 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 | RICHARD SOULTANIAN | IndividualWithBooksNm |
| Phone | 2013914300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 GOVERNOR DRIVE | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD SOULTANIAN | ||||||||
| 82 GOVERNOR DR | BASKING RIDGE | NJ | 07920 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA SOULTANIAN | ||||||||
| 82 GOVERNOR DR | BASKING RIDGE | NJ | 07920 | PRESIDENT | 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 | $681,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $733,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $733,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $722,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $361 | TotalTaxAmt |
| Distributable Before Adj | $35,766 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,766 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,766 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,338 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,338 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,654 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD SOULTANIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 2005 LAKEWOOD DRIVE | BOONE | IA | 50036 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ARMENIAN EYE PROJECT | |||||||
| 100 W FOOTHILL BLVD | SAN DIMAS | CA | 91773 | NONE | PC | GENERAL SUPPORT | $0 |
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD NE SUITE 1400 | ATLANTA | GA | 30322 | NONE | PC | GENERAL SUPPORT | $500 |
| FEEDING AMERICA | |||||||
| P O BOX 96749 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF BERNARDS LIBRARY | |||||||
| 32 S MAPLE AVE | BASKING RIDGE | NJ | 07920 | NONE | PC | GENERAL SUPPORT | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL SUPPORT | $0 |
| LIBERTY CORNER FIRE DEPARTMENT | |||||||
| 95 CHURCH ST | LIBERTY CORNER | NJ | 07938 | NONE | PC | GENERAL SUPPORT | $100 |
| MARINES TOYS FOR TOTS | |||||||
| 296 AMBOY AVENUE | METUCHEN | NJ | 08840 | NONE | PC | GENERAL SUPPORT | $500 |
| NOURISH NJ | |||||||
| 36 SOUTH ST | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NYU | |||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ST HUBERTS ANIMAL SHELTER | |||||||
| 575 WOODLAND AVE | MADISON | NJ | 07940 | NONE | PC | GENERAL SUPPORT | $500 |
| ST JUDES MEDICAL CENTER | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST LEONS ARMENIAN CHURCH | |||||||
| 12-61 SADDLE RIVER RD | FAIRLAWN | NJ | 07410 | NONE | PC | GENERAL SUPPORT | $2,750 |
| THE PINGRY SCHOOL | |||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE SEEING EYE | |||||||
| 1 SEEING EYE WAY | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL SUPPORT | $0 |
| WAKE FOREST LAW SCHOOL | |||||||
| 1834 WAKE FOREST RD | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL SUPPORT | $0 |
| WAKE FOREST SCHOOL OF MEDICINE BRIAN PICCOLO CANCER FUND | |||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL SUPPORT | $100 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BERNARDS TOWNSHIP LIBRARY | |||||||
| 32 S MAPLE AVE | BASKING RIDGE | NJ | 07920 | NONE | PC | GENERAL SUPPORT | $500 |
| LOAVES AND FISHES | |||||||
| 57 OLIVE ST | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $1,500 |
| WAKE FOREST UNIVERSITY FUND | |||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DEVILS YOUTH FOUNDATION | |||||||
| 25 LAFAYETTE ST | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,887 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,944 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $62,741 | EOYBookValueAmt |
| EOYFMV | $118,338 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER FIXED INCOME SECURITIES | AT COST | $347,891 | $347,891 |
| CASH SWEEP | AT COST | $150,678 | $150,678 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $729 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $446 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |