CTW FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CTW FOUNDATION INC (EIN 51-6011637)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202443179349100144
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T09:52:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510284658 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santora CPA Group | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Continental Drive Suite 112 | AddressLine1Txt |
| City | Newark | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516011637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CTWF | BusinessNameControlTxt |
| Phone | 3027376200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CONTINENTAL DRIVE 112 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD L HOLM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3027376200 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT S SMITH CPA | PreparerPersonNm |
| PTIN | P00168444 | PTIN |
| Phone | 3027376200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,976,225 | 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 |
| Interest On Sav Rev And Expnss | $942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $942 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $398,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $390,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $275,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,139,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $275,655 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $674,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $667,100 | 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 |
| Accounting Fees Rev And Expnss | $20,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,060 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $617,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $617,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $687,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $617,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $650,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,712 | CashBOYAmt |
| Cash EOY | $24,362 | CashEOYAmt |
| Cash EOYFMV | $24,362 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,790 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,184 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,184 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,914,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,825,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,822,193 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $15,384 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,486 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,486 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,992,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,979,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,976,225 | 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 | $10,992,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,979,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,992,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,979,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,992,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,979,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,992,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,979,809 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,979,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD BROKERAGE - VARIOUS SALES | P | 2018-12-27 | 2023-12-31 | $1,095,000 | $863,652 | $231,348 | $231,348 |
| BURGUNDY FUNDS, DST | P | 2022-12-31 | 2023-12-31 | $38,033 | $38,033 | $38,033 | |
| BURGUNDY FUNDS, DST | P | 2023-01-01 | 2023-12-31 | $4,136 | $4,136 | $4,136 | |
| GS CAPITAL PARTNERS VI PARALLEL, L.P. | P | 2022-12-31 | 2023-12-31 | $2,138 | $2,138 | $2,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $275,655 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,486 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,486 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,440 | OverpaymentAmt |
| Applied To ES Tax | $15,440 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | SANTORA CPA GROUP | IndividualWithBooksNm |
| Phone | 3027376200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CONTINENTAL DRIVE SUITE 112 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19713 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE R TUCKER | ||||||||
| 220 CONTINENTAL DRIVE SUITE 112 | NEWARK | DE | 19713 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| FINN M W CASPERSEN JR | ||||||||
| 220 CONTINENTAL DRIVE SUITE 112 | NEWARK | DE | 19713 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERALD L HOLM | ||||||||
| 220 CONTINENTAL DRIVE SUITE 112 | NEWARK | DE | 19713 | PRESIDENT/DIRECTOR | 1.00 | $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 | $14,360,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,435 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,518,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,518,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,300,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $715,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $715,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,046 | TotalTaxAmt |
| Distributable Before Adj | $705,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $705,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $705,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $617,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $617,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $705,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,197 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,727 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $63,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $254,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $617,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $617,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $88,480 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $88,480 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $166,007 | 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 | $166,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,710 | ExcessFromYear4Amt |
| Excess From Year3 | $66,727 | ExcessFromYear3Amt |
| Excess From Year1 | $63,570 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE R TUCKER CO SANTORA CPA GROUP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 CONTINENTAL DRIVE SUITE 112 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3027376200 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION TO INCLUDE BIOGRAPHICAL, SCHOLASTIC, & FINANCIAL DATA. NO SPECIAL FORM FOR OTHERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO - REQUESTS FOR CONTRIBUTIONS OR SCHOLARSHIPS ARE REVIEWED UPON RECEIPT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AGASSIZ VILLAGE | ||||||
| 71 AGASSIZ VILLAGE LANE | POLAND | ME | 04274 | SOCIAL | $15,000 | |
| CARDIGAN MOUNTAIN SCHOOL | ||||||
| 62 ALUMNI DRIVE | CANAAN | NH | 03741 | EDUCATION | $12,500 | |
| EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER INC | ||||||
| 106 MILITARY TRAIL | JUPITER | FL | 33458 | SOCIAL | $35,000 | |
| FISHER HOUSE FOUNDATION INC | ||||||
| 12300 TWINBROOK PARKWAY SUITE 410 | ROCKVILLE | MD | 20852 | SOCIAL | $25,000 | |
| HARRIET L WILKES HONORS COLLEGE FLORIDA ATLANTIC UNIVERSITY | ||||||
| 5353 PARKSIDE DRIVE | JUPITER | FL | 33458 | SOCIAL | $40,000 | |
| FREEDOM HOUSE | ||||||
| 2004 STATE ROUTE 31 SUITE 9 | CLINTON | NJ | 08809 | SOCIAL | $20,000 | |
| HARNESS RACING MUSEUM AND HALL OF FAME | ||||||
| 240 MAIN STREET | GOSHEN | NY | 10924 | SOCIAL | $20,000 | |
| THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST | ||||||
| 5771 ROOSEVELT BOULEVARD | CLEARWATER | FL | 33760 | HOSPITALS/MEDICAL | $10,000 | |
| KENNEDY KRIEGER FOUNDATION | ||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | HOSPITALS/MEDICAL | $10,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | HOSPITALS/MEDICAL | $50,000 | |
| LIFECAMP | ||||||
| 53 MAPLE AVENUE | MORRISTOWN | NJ | 07960 | SOCIAL | $15,000 | |
| MARKET STREET MISSION | ||||||
| 9 MARKET STREET | MORRISTOWN | NJ | 07960 | SOCIAL | $20,000 | |
| MORRIS ANIMAL FOUNDATION | ||||||
| 720 S COLORADO BOULEVARD SUITE | DENVER | CO | 80246 | SOCIAL | $25,000 | 174-A |
| GORYEB CHILDREN'S HOSPITAL | ||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | HOSPITALS/MEDICAL | $25,000 | |
| MY CLINIC INC | ||||||
| 411 WEST INDIANTOWN LANE | JUPITER | FL | 33458 | HOSPITALS/MEDICAL | $25,000 | |
| NEW JERSEY CONSERVATION FOUNDATION | ||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | SOCIAL | $50,000 | |
| THE PEDDIE SCHOOL | ||||||
| PO BOX A | HIGHTSTOWN | NJ | 08520 | EDUCATION | $20,000 | |
| SCRIPPS RESEARCH CENTER | ||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | HOSPITALS/MEDICAL | $75,000 | |
| THE SHAKESPEARE THEATRE OF NEW JERSEY | ||||||
| 3 VREELAND ROAD | FLORHAM PARK | NJ | 07932 | SOCIAL | $40,000 | |
| SOMERSET HILLS LEARNING INSTITUTE INC | ||||||
| 1810 BURNT MILLS ROAD | BEDMINSTER | NJ | 07921 | EDUCATION | $17,500 | |
| STANDARDBRED RETIREMENT FOUNDATION | ||||||
| PO BOX 312 | MILLSTONE TOWNSHIP | NJ | 08535 | SOCIAL | $10,000 | |
| THE SEEING EYE | ||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | HOSPITALS/MEDICAL | $20,000 | |
| WARRIOR CANINE CONNECTION | ||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | SOCIAL | $25,000 | |
| MAKE-A-WISH FOUNDATION | ||||||
| 1384 PERRINEVILLE ROAD | MONROE TOWNSHIP | NJ | 08831 | SOCIAL | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $617,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $942 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $674,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $674,776 | 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 | $20,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH-YIELD CORPORATE FUND ADMIRAL | $694,474 | $674,252 |
| VANGUARD INFLATION PROTECTED | $532,838 | $481,638 |
| VANGUARD REAL ESTATE INDEX | $648,083 | $767,738 |
| VANGUARD TOTAL SHORT TERM BOND MARKET | $1,711,647 | $1,644,590 |
| VANGUARD TOTAL BOND MARKET | $1,550,321 | $1,445,428 |
| VANGUARD TOTAL STOCK MARKET | $2,855,061 | $5,158,683 |
| DFA EMERGING MARKETS CORE & GS CAPITAL PARTNERS VI PARALLEL, L.P. | $94,744 | $1,002,776 |
| BURGUNDY FUNDS, DST | $539,599 | $949,937 |
| VANGUARD DEVELOPED MARKETS | $1,874,592 | $2,374,086 |
| HODSON SERVICES | $150 | $0 |
| VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES | $324,268 | $323,065 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $15,384 | BOYBookValueAmt |
| EOY Book Value | $9,486 | EOYBookValueAmt |
| EOYFMV | $9,486 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $26,159 | $0 | $0 |
| POSTAGE | $1,028 | $0 | $0 |
| BURGUNDY FUNDS, DST | $9,822 | $9,822 | $0 |
| GS CAPITAL PARTNERS VI, L.P. | $433 | $418 | $0 |
| BANK SERVICE CHARGE | $80 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - VANGUARD | $4,776 | $4,776 | $0 |
| FOREIGN TAXES - GS CAPITAL PARTNERS PARALLEL, LP | $1,284 | $1,284 | $0 |
| FEDERAL EXCISE TAXES | $5,898 | $0 | $0 |
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