THE GRAYMER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE GRAYMER FOUNDATION (EIN 22-6798520)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349100315
- Schema version
- 2020v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T08:36:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117972003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226798520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRAYMER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STACY GOLDING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAY | BusinessNameControlTxt |
| Phone | 9082950644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 SEA OAK DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAYDON ROGERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9082950644 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GRAYDON | PersonFirstNm |
| Person Last | ROGERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS CANCELLARICH | PreparerPersonNm |
| PTIN | P00538133 | PTIN |
| Phone | 5164881200 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,233,453 | 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 | $154,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $526,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,293,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $526,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $680,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $680,591 | 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 | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,086 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,086 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $559,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $559,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $637,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $561,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $615,130 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,263 | CashBOYAmt |
| Cash EOY | $55,695 | CashEOYAmt |
| Cash EOYFMV | $55,695 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $331,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $275,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $275,478 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,973,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,087,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,419,410 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $458,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $458,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $482,870 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,833,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,876,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,233,453 | 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 | $7,833,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,876,356 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,833,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,876,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,833,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,876,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,833,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,876,356 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,876,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SECURITY SALES AB#95951 | $28,286 | $33,844 | -$5,558 | -$5,558 | |
| SECURITY SALES AB#95951 | $1,081,674 | $687,186 | $394,488 | $394,488 | |
| SECURITY SALES AB#27052 | $99,979 | $12,596 | $87,383 | $87,383 | |
| SECURITY SALES JPM#3528 | $475,305 | $457,976 | $17,329 | $17,329 | |
| SECURITY SALES JPM#3528 | $601,407 | $575,655 | $25,752 | $25,752 | |
| CAPITAL GAINS DIVIDENDS | $6,675 | $6,675 | $6,675 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $526,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,550 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,550 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,040 | 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 | $7,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $1,554 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MAZARS USA LLP | IndividualWithBooksNm |
| Phone | 5164881200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STACY ROGERS GOLDING | ||||||||
| 320 SEA OAK DRIVE | VERO BEACH | FL | 32963 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| DAVID S ROGERS | ||||||||
| 21 ALEXANDRIA ROAD | MORRISTOWN | NJ | 07960 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| STUART G ROGERS | ||||||||
| 1321 RIVER CLUB DRIVE | VERO BEACH | FL | 32963 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANN BRONWYN ROGERS PARLETTE | ||||||||
| 1580 N SCOTTSGATE CT | XENIA | OH | 45385 | TRUSTEE | 2.00 | $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 | $12,101,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $490,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,592,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,592,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,403,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $620,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $620,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,550 | TotalTaxAmt |
| Distributable Before Adj | $611,610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $611,610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $611,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $561,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $561,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $561,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $611,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $552,184 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $561,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $552,184 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,486 | 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 | $602,124 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST | LEWISBURG | PA | 17837 | NONE | OTHER PUBLIC CHARITY | GENERAL | $10,000 |
| THE COMMUNITY CHURCH - VERO BEACH | |||||||
| 1901 23RD STREET | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ENVIRONMENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| INDIAN RIVER LAND TRUST | |||||||
| 80 ROYAL PALM POINT | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| INDIAN RIVER HABITAT FOR HUMANITY | |||||||
| 4568 NORTH US HIGHWAY 1 | VERO BEACH | FL | 32967 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LAND CONSERVANCY OF NEW JERSEY | |||||||
| 19 BOONTON AVE | BOONTON | NJ | 07005 | NONE | PUBLIC CHARITY | GENERAL | $22,500 |
| MCKEE BOTANICAL GARDEN | |||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE PEDDIE SCHOOL | |||||||
| PO BOX A HIGHTSTOWN | HIGHTSTOWN | NJ | 08520 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| THE PRESBYTERIAN CHURCH | |||||||
| 65 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| THE RIVERSIDE THEATER | |||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| VNA & HOSPICE FOUNDATION | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE SEEING EYE | |||||||
| PO BOX 2068 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| CORNERSTONE FAMILY PROGRAMS | |||||||
| 12 FLAGLER STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | GENERAL | $17,000 |
| THE SHAKESPEARE THEATRE | |||||||
| 3 VREELAND ROAD | FLORHAM PARK | NJ | 07932 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| LANSFORD HISTORICAL SOCIETY | |||||||
| PO BOX 44 LANSFORD | LANSFORD | PA | 18232 | NONE | PUBLIC CHARITY | GENERAL | $7,000 |
| PANTHER VALLEY PUBLIC LIBRARY | |||||||
| PO BOX 154 117 EAST BERTSCH ST | LANSFORD | PA | 18232 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| FRIENDS OF AULLWOOD AUDUBON CENTER | |||||||
| 1000 AULLWOOD RD | DAYTON | OH | 45414 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| LAND CONSERVANCY OF NEW JERSEY | |||||||
| 19 BOONTON AVE | BOONTON | NJ | 07005 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL | $11,000 |
| ENVIRONMENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $8,000 |
| FLAGLER COLLEGE | |||||||
| PO BOX 1027 74 KING ST | AUGUSTINE | FL | 32084 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| ALZHEIMERS ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| WOUNDED WARRIORS | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| INDIAN RIVER LAND TRUST | |||||||
| 80 ROYAL PALM POINT | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| PUPPIES BEHIND BARS | |||||||
| 263 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $6,000 |
| INDIAN RIVER HABITAT FOR HUMANITY | |||||||
| 4568 NORTH US HIGHWAY 1 | VERO BEACH | FL | 32967 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| FEEDING AMERICA COVID-19 RSP FUND | |||||||
| PO BOX 96749 WASHINGTON | WASHINGTON | DC | 200906749 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| DAVIS & ELKINS COLLEGE | |||||||
| 100 CAMPUS DRIVE | ELKINS | WV | 26241 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| THE PEDDIE SCHOOL | |||||||
| PO BOX A HIGHTSTOWN | HIGHTSTOWN | NJ | 08520 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| AOPA AIR SAFETY FOUNDATION | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| ELIZABETHTOWN COLLEGE | |||||||
| 1 ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | PUBLIC CHARITY | GENERAL | $31,000 |
| FRIENDS- RARITAN VALLEY COMP SQUAD | |||||||
| C/O J CANAVAN 424 CARRIAGE LANE | WYCOFF | NJ | 07481 | NONE | PUBLIC CHARITY | GENERAL | $12,000 |
| CIVIL AIR PATROL FDN - CAP-DVLPMNT | |||||||
| 105 S HANSELL ST BLDG 714 | MAXWELL AFB | AL | 36112 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| NOURISH NJ | |||||||
| 57 E PARK PLACE | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| INTERFAITH FOOD PANTRY | |||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| FDN FOR MORRISTOWN MEDICAL CENTER | |||||||
| 474 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| DUKE UNIVERSITY-DEVELOPMENT OFFICE | |||||||
| BOX 90581 DURHA | DURHAM | NC | 277080581 | NONE | PUBLIC CHARITY | GENERAL | $11,000 |
| ENVIRONMENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| VNA & HOSPICE FOUNDATION | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| OLD FRIENDS INC | |||||||
| 1841 PAYNES DEPOT ROAD | GEORGETOWN | KY | 40324 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| HALO | |||||||
| 710 JACKSON STREET | SEBASTIAN | FL | 32958 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| HUMANE SOCIETY OF VERO BEACH | |||||||
| 6230 77TH STREET | VERO BEACH | FL | 32967 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| IMPACT 100 IRC INC | |||||||
| PO BOX 64325 | VERO BEACH | FL | 32964 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| JOHNS ISLAND SERVICE LEAGUE | |||||||
| 4445 N HWY A1A STE 234 | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| JOHNS ISLAND FOUNDATION | |||||||
| 6001 HWY A1A PMB 8323 | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| LAND CONSERVANCY OF NEW JERSEY | |||||||
| 19 BOONTON AVE | BOONTON | NJ | 07005 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| SHINING LIGHT GARDEN FOUNDATION | |||||||
| 6865 33RD AVENUE | VERO BEACH | FL | 32967 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| FEEDING AMERICA COVID-19 RSP FUND | |||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| WILDLANDS CONSERVANCY | |||||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| THE SWAIN SCHOOL | |||||||
| 1100 SOUTH 24TH STREET | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| LEHIGH VALLEY HSPL-LNRD POOLE SOCIETY | |||||||
| 2100 MARK BLVD PO BOX 1883 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| ST EDWARDS SCHOOL-DEVELOPMENT | |||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| ST EDWARDS SCHOOL- MOHLER FUND | |||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $559,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $526,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $680,591 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $680,591 | 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 FEE | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $2,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,375 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $47,175 | $523 |
| A. BERNSTEIN #27052 | $311,874 | $2,265,836 |
| A. BERNSTEIN #95951 | $3,697,181 | $5,671,002 |
| JP MORGAN #31677002 | $1,895,046 | $2,913,959 |
| JP MORGAN #35280000 | $1,135,749 | $1,568,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JP MORGAN #35280000 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $458,158 | BookValueAmt |
| EOYFMV | $482,870 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PO BOX | $134 | $0 | $134 |
| BANK FEE | $36 | $0 | $36 |
| MISCELLANEOUS FEES | $125 | $0 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $63,086 | Amt |
| Net Investment Income | $63,086 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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