THE HAROLD B & DOROTHY A SNYDER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HAROLD B & DOROTHY A SNYDER FOUNDATION (EIN 22-2316043)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-08
- IRS object ID
- 202300399349101220
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-08T13:32:30-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222316043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD B & DOROTHY A SNYDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNYD | BusinessNameControlTxt |
| Phone | 7174315671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 169 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175750169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL CORTESE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7328870001 | PhoneNum |
| Signature | 2023-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | CORTESE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MILLER | PreparerPersonNm |
| PTIN | P01597612 | PTIN |
| Phone | 9739949400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,853,676 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $227,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,141 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $194,472 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $194,472 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $194,472 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,479,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,439,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,479,874 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,901,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,901,487 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,620 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $146,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $117,520 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,114 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,091 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,129 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,026 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,590 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,952 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,691 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,033 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,126 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,359 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,359 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $16,238 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,624 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,990 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,122 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,784 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $335,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $504,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $504,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $840,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $710,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,061,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,841,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,289 | CashBOYAmt |
| Cash EOY | $4,693 | CashEOYAmt |
| Cash EOYFMV | $4,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $315,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,514 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,353 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,329 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,329 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,514,860 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $698,755 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $818,464 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $816,105 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,200,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $12,972,975 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,038,172 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,038,172 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $477,094 | OtherAssetsBOYAmt |
| Other Assets EOY | $477,968 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $477,968 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,608,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,469,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,853,676 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,147 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,690 | AccountsPayableEOYAmt |
| Grants Payable BOY | $225,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $225,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $99,004 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $99,004 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $355,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $339,694 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,253,202 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,130,087 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,253,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,130,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,608,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,469,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,253,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,061,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,314,466 | SubtotalAmt |
| Other Decreases | $4,184,379 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,130,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $205,000 | $137,952 | $67,048 | $67,048 |
| PUBLICLY TRADED SECURITIES - EXCHANGE | P | $4,860,943 | $3,821,832 | $1,039,111 | $1,039,111 |
| CAPITAL GAINS DIVIDENDS | P | $373,715 | $373,715 | $373,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,479,874 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,920 | 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 | $20,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $187 | EsPenaltyAmt |
| Tax Due | $4,869 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | WWW.THESNYDERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MALESARDI QUACKENBUSH SWIFT AND C | IndividualWithBooksNm |
| Phone | 2015674100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N DEAN STREET SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| RAY CORTESE | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | CHAIRPERSON | 1.00 | $4,000 | $0 | $0 |
| J VERNON WHITTENBURG | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | SECRETARY | 1.00 | $4,000 | $0 | $0 |
| LAURA STAMMEL | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | TREASURER | 2.00 | $4,500 | $0 | $0 |
| JOHN NOLAN | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | BOARD VICE CHAIR | 1.00 | $4,000 | $0 | $0 |
| ARLINE CORTESE | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 1.00 | $1,000 | $0 | $0 |
| RICHARD CORTESE | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 1.00 | $4,000 | $0 | $0 |
| ETHEL WASHINGTON | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| SHANNON CORTESE | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 2.00 | $4,000 | $0 | $0 |
| JESSICA WOLVERTON | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 1.00 | $4,000 | $0 | $0 |
| PAUL CORTESE | ||||||||
| PO BOX 169 | SILVER SPRING | PA | 175750169 | EXEC. DIRECTOR | 40.00 | $146,900 | $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 | $11,964,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,365,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,365,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,134,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $756,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $756,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,602 | TotalTaxAmt |
| Distributable Before Adj | $731,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $731,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $731,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $710,273 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $710,273 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $731,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $159,840 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,631 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $348,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $710,273 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $710,273 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,860 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,860 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $327,289 | 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 | $327,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $138,980 | ExcessFromYear3Amt |
| Excess From Year2 | $115,678 | ExcessFromYear2Amt |
| Excess From Year1 | $72,631 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF UNION INC | |||||||
| 1050 JEANETTE AVE | UNION | NJ | 07083 | NONE | PC | GRANT OUTDOOR PLAY/ACTIVITY AREA RENOVATION. | $43,500 |
| CHILDRENS SPECIALIZED HOSPITAL FOUNDATION INC | |||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | NONE | PC | SUPPORT CHILDREN WITH SPECIAL CARE NEEDS. | $50,000 |
| COVENANT HOUSE NEW JERSEY | |||||||
| 231 COURT ST | ELIZABETH | NJ | 07206 | NONE | PC | RAPHAEL LIFE HOUSE KITCHEN RE-MODEL. | $43,700 |
| DEBORAH HOSPITAL FOUNDATION | |||||||
| 212 TRENTON ROAD | BROWNS MILLS | NJ | 08015 | NONE | PC | SUPPORT HEALTHCARE NEEDS. | $100,000 |
| ELIZABETH PUBLIC LIBRARY | |||||||
| 11 S BROAD ST | ELIZABETH | NJ | 07202 | NONE | GOV | READING PROGRAMS AND EVENTS. | $7,400 |
| FAMILY & CHILDRENS SERVICES INC | |||||||
| 40 NORTH AVE | ELIZABETH | NJ | 07206 | NONE | PC | TO ASSIST UNACCOMPANIED YOUTH. | $40,000 |
| JOHN F KENNEDY MEDICAL CENTER FOUNDATION | |||||||
| 80 JAMES STREET | EDISON | NJ | 08820 | NONE | PC | NEW FURNISHINGS FOR A SNYDER SINGLE PATIENT RESIDENCES. | $90,000 |
| KEAN UNIVERSITY FOUNDATION | |||||||
| 1000 MORRIS AVENUE | UNION | NJ | 07083 | NONE | PC | FALL SCHOLARSHIPS. | $15,000 |
| NEW JERSEY INSTITUTE OF TECHNOLOGY FOUNDATION | |||||||
| 141 SUMMIT STREET | NEWARK | NJ | 07102 | NONE | PC | FALL SCHOLARSHIPS. | $12,500 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PC | SCHOLARSHIPS - FALL AND SPRING SEMESTERS. | $45,000 |
| ST ELIZABETH UNIVERSITY | |||||||
| 2 CONVENT ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | SCHOLARSHIPS - FALL AND SPRING SEMESTERS. | $32,500 |
| ST JOSEPH SOCIAL SERVICE CENTER | |||||||
| 118 DIVISION STREET | ELIZABETH | NJ | 07201 | NONE | PC | SOCIAL SERVICES SUPPORT. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $504,600 | 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 | $227,141 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $194,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,479,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,901,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,901,487 | 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 | CategoryTxt |
| Amt | $22,440 | Amt |
| Net Investment Income | $4,488 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,952 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 1979-01-01 | $776,600 | L | $0 | $0 | ||
| BUILDING | 1979-01-01 | $673,400 | SL | $0 | $0 | $673,400 | 27.500000000000 |
| BUILDING IMPROVEMENT | 2012-01-01 | $64,860 | SL | $2,359 | $2,359 | $22,996 | 27.500000000000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION IS AUTHORIZED TO DO BUSINESS IN THE STATE OF NEW JERSEY. THE STATE OF NEW JERSEY HAS NO REGISTRATION REQUIREMENT WITH DCA FOR AN ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT FISCAL YEAR. THEREFORE, THE ORGANIZATION DOES NOT PROVIDE A COPY OF THE IRS FORM 990PF. | ExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $776,600 | $0 | $776,600 |
| BUILDING | $673,400 | $673,400 | $0 |
| BUILDING IMPROVEMENT | $64,860 | $25,355 | $39,505 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD | FMV | $10,035,672 | $10,035,672 |
| INVESTMENTS IN AMWELL VALLEY CO | FMV | $2,500 | $2,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $15,129 | LegalFeesAmt |
| Net Investment Income | $3,026 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,590 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| BOY Book Value | $477,094 | BOYBookValueAmt |
| EOY Book Value | $477,968 | EOYBookValueAmt |
| EOYFMV | $477,968 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $4,184,379 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,042 | $604 | $3,021 |
| OFFICE | $3,454 | $518 | $2,763 |
| OTHER MISCELLANEOUS - TRAVEL | $275 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $99,004 | BOYBookValueAmt |
| EOY Book Value | $99,004 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT SERVICES | $2,658 | $0 | $2,126 |
| INVESTMENT FEES | $27,533 | $27,533 | $0 |
| FINANCIAL CONSULTANTS | $19,500 | $19,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $24,981 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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