THE GRAYMER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE GRAYMER FOUNDATION (EIN 22-6798520)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202301299349104205
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T11:30:24-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131459550PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAZARS USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 CROSSWAYS PARK DRIVE WESTAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117972003ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226798520EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRAYMER FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STACY GOLDINGBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGRAYBusinessNameControlTxt
Phone9082950644PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 SEA OAK DRIVEAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTACY GOLDINGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9082950644PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTACYPersonFirstNm
Person LastGOLDINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENNIS CANCELLARICHPreparerPersonNm
PTINP00538133PTIN
Phone5164881200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,242,045FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$176,596DividendsRevAndExpnssAmt
Dividends Net Invst Incm$176,596DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$76,214NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,297,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$76,214CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$252,812TotalRevAndExpnssAmt
Total Net Invst Incm$252,812TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$87,714OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$87,714OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,527TaxesRevAndExpnssAmt
Taxes Net Invst Incm$688TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$558OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$558OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$107,799TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90,902TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,058TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$760,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$760,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$867,799TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90,902TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$763,058TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$614,987ExcessRevenueOverExpensesAmt
Net Investment Income$161,910NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,206CashBOYAmt
Cash EOY$63,808CashEOYAmt
Cash EOYFMV$63,808CashEOYFMVAmt
Sav And Temp Cash Invst BOY$318,659SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$434,908SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$434,908SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,424,833CorporateStockBOYAmt
Corporate Stock EOY$6,851,326CorporateStockEOYAmt
Corporate Stock EOYFMV$12,585,141CorporateStockEOYFMVAmt
Other Investments BOY$332,750OtherInvestmentsBOYAmt
Other Investments EOY$182,103OtherInvestmentsEOYAmt
Other Investments EOYFMV$158,188OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,134,448TotalAssetsBOYAmt
Total Assets EOY$7,532,145TotalAssetsEOYAmt
Total Assets EOYFMV$13,242,045TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,134,448RetainedEarningBOYAmt
Retained Earning EOY$7,532,145RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,134,448TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,532,145TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,134,448TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,532,145TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,134,448TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$614,987ExcessRevenueOverExpensesAmt
Other Increases$12,684OtherIncreasesAmt
Subtotal$7,532,145SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,532,145TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES BERN$2,297,229$2,221,213$76,016$76,016
CAPITAL GAINS DIVIDENDS$198$198$198P
FieldValueIRS element (for citing)
Capital Gain Net Income$76,214CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,251InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,251SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,251TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,349OverpaymentAmt
Applied To ES Tax$10,349AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMAZARS USA LLPIndividualWithBooksNm
Phone5164881200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 CROSSWAYS PARK DRIVE WESTAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STACY ROGERS GOLDING
320 SEA OAK DRIVEVERO BEACHFL32963SECRETARY/TREASURER2.00$0$0$0
DAVID S ROGERS
21 ALEXANDRIA ROADMORRISTOWNNJ07960PRESIDENT2.00$0$0$0
STUART G ROGERS
1321 RIVER CLUB DRIVEVERO BEACHFL32963VICE PRESIDENT2.00$0$0$0
ANN BRONWYN ROGERS PARLETTE
1580 N SCOTTSGATE CTXENIAOH45385TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,242,585AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$454,347AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,696,932TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,696,932AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$220,454CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,476,478NetVlNoncharitableAssetsAmt
Minimum Investment Return$723,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$723,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,251TaxBasedOnInvestmentIncomeAmt
Total Tax$2,251TotalTaxAmt
Distributable Before Adj$721,573DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$721,573DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$721,573DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$763,058ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$763,058QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$721,573DistributableAsAdjustedAmt
Undistributed Income PY$745,138UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$763,058QualifyingDistributionsAmt
Applied To Year1$745,138AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,920AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$703,653UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AOPA AIR SAFETY FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONEPUBLIC CHARITYGENERAL$6,500
CIVIL AIR PATROL - NJ WING
PO BOX 16099JOINT BASE MCGUIREDIXNJ086416099NONEPUBLIC CHARITYGENERAL$10,000
CIVIL AIR PATROL FDN - CAP-DVLPMNT
PO BOX 9251MONTGOMERYAL36108NONEPUBLIC CHARITYGENERAL$10,000
CLEVELAND CLINIC IRC FOUNDATION
PO BOX 128VERO BEACHFL32961NONEPUBLIC CHARITYGENERAL$19,500
DAVIS & ELKINS COLLEGE
100 CAMPUS DRIVEELKINSWV26241NONEPUBLIC CHARITYGENERAL$50,000
DUKE UNIVERSITY-DEVELOPMENT OFFICE
BOX 90581DURHAMNC277080581NONEPUBLIC CHARITYGENERAL$20,000
ELIZABETHTOWN COLLEGE
1 ALPHA DRIVEELIZABETHTOWNPA17022NONEPUBLIC CHARITYGENERAL$16,000
ENVIRONMENTAL LEARNING CENTER
255 LIVE OAK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL$10,000
FDN FOR MORRISTOWN MEDICAL CENTER
474 SOUTH STREETMORRISTOWNNJ07960NONEPUBLIC CHARITYGENERAL$50,000
FEEDING AMERICA
PO BOX 96749 WASHINGTONWASHINGTONDC200906749NONEPUBLIC CHARITYGENERAL$10,000
FLAGLER COLLEGE
PO BOX 1027 74 KING STAUGUSTINEFL32084NONEPUBLIC CHARITYGENERAL$15,000
FRIENDS OF AULLWOOD AUDUBON CENTER
1000 AULLWOOD RDDAYTONOH45414NONEPUBLIC CHARITYGENERAL$15,000
FRIENDS OF LANSFORD RECREATION
116 W BERTSCH STREETLANSFORDPA18232NONEPUBLIC CHARITYGENERAL$5,000
FRIENDS- RARITAN VALLEY COMP SQUAD
C/O J CANAVAN 424 CARRIAGE LANEWYCOFFNJ07481NONEPUBLIC CHARITYGENERAL$7,000
GIFFORD YOUTH ACHIEVEMENT CENTER
4875 43RD AVENUEVERO BEACHFL32967NONEPUBLIC CHARITYGENERAL$10,000
HALO
710 JACKSON STREETSEBASTIANFL32958NONEPUBLIC CHARITYGENERAL$10,000
HUMANE SOCIETY OF VERO BEACH
6230 77TH STREETVERO BEACHFL32967NONEPUBLIC CHARITYGENERAL$10,000
INDIAN RIVER HABITAT FOR HUMANITY
4568 NORTH US HIGHWAY 1VERO BEACHFL32967NONEPUBLIC CHARITYGENERAL$10,000
INDIAN RIVER LAND TRUST
80 ROYAL PALM POINTVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL$15,000
INTERFAITH FOOD PANTRY
2 EXECUTIVE DRIVEMORRIS PLAINSNJ07950NONEPUBLIC CHARITYGENERAL$5,000
LAND CONSERVANCY OF NEW JERSEY
19 BOONTON AVEBOONTONNJ07005NONEPUBLIC CHARITYGENERAL$55,000
LEHIGH VALLEY HSPL-LNRD POOLE SOCIETY
2100 MARK BLVD PO BOX 1883VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL$5,000
MUSEUM OF LIFE AND SCIENCE
433 W MURRAY AVEDURHAMNC27704NONEPUBLIC CHARITYGENERAL$10,000
NOURISH NJ
57 E PARK PLACEMORRISTOWNNJ07960NONEPUBLIC CHARITYGENERAL$5,000
OLD FRIENDS INC
1841 PAYNES DEPOT ROADGEORGETOWNKY40324NONEPUBLIC CHARITYGENERAL$10,000
PANTHER CREEK VALLEY FDN #9 MINE
PO BOX 287LANSFORDPA18232NONEPUBLIC CHARITYGENERAL$7,000
PANTHER VALLEY PUBLIC LIBRARY
PO BOX 154 117 EAST BERTSCH STLANSFORDPA18232NONEPUBLIC CHARITYGENERAL$10,000
PUPPIES BEHIND BARS
263 WEST 38TH STREETNEW YORKNY10018NONEPUBLIC CHARITYGENERAL$17,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPUBLIC CHARITYGENERAL$15,250
SHINING LIGHT GARDEN FOUNDATION
6865 33RD AVENUEVERO BEACHFL32967NONEPUBLIC CHARITYGENERAL$10,000
ST EDWARDS SCHOOL-DEVELOPMENT
1895 SAINT EDWARDS DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL$25,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPUBLIC CHARITYGENERAL$30,000
STEP FORWARD SCHOLARSHIP FUND
PO BOX 4631CHAPEL HILLNC27515NONEPUBLIC CHARITYGENERAL$10,000
THE HILLSIDE SCHOOL
2697 BROOKSIDE RDMACUNGIEPA18062NONEPUBLIC CHARITYGENERAL$75,000
THE PEDDIE SCHOOL
PO BOX A HIGHTSTOWNHIGHTSTOWNNJ08520NONEPUBLIC CHARITYGENERAL$20,000
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPUBLIC CHARITYGENERAL$35,250
VNA & HOSPICE FOUNDATION
1110 35TH LANEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL$22,000
VOLUNTEER FL FDN (FL DISASTER FUND)
1545 RAYMOND DIEHL RD SUITE 250TALLAHASSEFL32308NONEPUBLIC CHARITYGENERAL$10,000
WILDLANDS CONSERVANCY
3701 ORCHID PLACEEMMAUSPA18049NONEPUBLIC CHARITYGENERAL$74,500
WOUNDED WARRIORS
PO BOX 758517TOPEKAKS66675NONEPUBLIC CHARITYGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$760,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$176,596ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$76,214ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER RECEIPTSDesc
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$252,812ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$252,812TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLIANCEBERNSTEIN 95951: CORPORATE STOCK$4,269,928$6,791,538
AMGEN INC$30,100$131,320
APPLE INC$89,253$774,253
ASIA EX-JAPAN EQUITY$12,416$14,829
EAFE EQUITY$103,271$112,538
HOME DEPOT INC$34,792$315,860
ISHARES CORE S&P 500 ETF$1,597,207$2,574,207
ISHARES CORE S&P SMALL-CAP E$297,839$410,738
JAPANESE LARGE CAP EQUITY$20,495$21,194
JOHNSON & JOHNSON$50,410$176,650
MASTERCARD INCORPORATED$19,074$486,822
US LARGE CAP EQUITY$243,770$359,672
VISA INC$82,771$415,520

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES US TREAS BOND EFTAT COST$15,591$13,314
SIX CIRCLES CREDIT OPPORTAT COST$22,229$20,262
SIX CIRCLES GLOBAL BONDAT COST$63,061$50,092
VANGUARD INT-TERM CORPORATEAT COST$43,990$40,268
VANGUARD MORTGAGE-BACKED SECAT COST$8,004$6,737
VANGUARD TOTAL BOND MARKETAT COST$29,228$27,515

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PO BOX$202$0$202
BANK FEE$24$0$24
MISC EXPENSES$332$0$332

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER RECEIPTSDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt
Net Investment Income$2NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$12,684Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$87,714Amt
Net Investment Income$87,714NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$13,839$0$0
FOREIGN TAXES$688$688$0

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