JOSEPHINE PEISER CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE PEISER CHARITABLE FOUNDATION (EIN 20-1999478)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202021429349100732
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T11:59:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 CARNEGIE CENTER STE 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Josephine Peiser Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DR RICHARD PORWANCHER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 6099210886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2247 | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PORWANCHER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6099210886 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD C COYNE | PreparerPersonNm |
| PTIN | P00634888 | PTIN |
| Phone | 6095201188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,017,379 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $241,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,085 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,226 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,833 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $315 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,121 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,709 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $412 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,029 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,598 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $780 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $299 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $191,364 | CashBOYAmt |
| Cash EOY | $176,165 | CashEOYAmt |
| Cash EOYFMV | $176,165 | CashEOYFMVAmt |
| US Government Obligations BOY | $105,957 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $105,532 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $109,289 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,220,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,228,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,661,148 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,667 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $69,084 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $70,777 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,591,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,579,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,017,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,591,771 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,579,600 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,591,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,579,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,591,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,579,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,591,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,656 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,581,115 | SubtotalAmt |
| Other Decreases | $1,515 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,579,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED FIDELITY STATEMENT | P | 2019-01-01 | 2019-12-13 | $33,981 | $36,620 | -$2,639 | -$2,639 |
| SEE ATTACHED FIDELITY STATEMENT | P | 2018-01-01 | 2019-12-31 | $206,048 | $154,499 | $51,621 | $51,549 |
| CAPITAL GAIN DIVIDENDS | P | $1,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,085 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,823,576 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,762,494 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043289 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,617 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,729,497 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0443 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,836,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052812 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $104,385 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,877,669 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055593 | DistributionYr5Rt |
| Total Distribution | 0.248369 | TotalDistributionRt |
| Average Distribution | 0.049674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,875,003 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,476 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,498 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,498 | SubtotalAmt |
| Tax Based On Investment Income | $1,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $579 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR RICHARD PORWANCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6099210886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 PROSPECT AVENUE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085404079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ALTINA NOEL | ||||||||
| 396 RIVERSIDE DRIVE | PRINCETON | NJ | 08540 | TRUSTEE | 1.0 | $5,000 | $0 | $0 |
| DONNA PORWANCHER | ||||||||
| 445 PROSPECT AVENUE | PRINCETON | NJ | 08540 | TRUSTEE | 1.0 | $5,000 | $0 | $0 |
| RICHARD PORWANCHER | ||||||||
| 445 PROSPECT AVENUE | PRINCETON | NJ | 08540 | TRUSTEE | 3.0 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,762,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,903,556 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,903,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,875,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,498 | TotalTaxAmt |
| Distributable Before Adj | $92,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,476 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $61,476 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $61,476 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,705 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $6,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,272 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,476 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $61,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,272 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,272 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,504 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BORN FREE USA UNITED WITH ANIMAL PROTECTION | ||||||||
| 1122 S STREET | SACRAMENTO | CA | 95811 | NONE | PC | GENERAL SUPPORT | $750 | |
| DIANE FOSSEY GORILLA FUND | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 303151440 | NONE | PC | GENERAL SUPPORT | $800 | |
| FARM SANCTUARY | ||||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| HELPING ANIMALS INDIA | ||||||||
| 19215 32nd Avenue | Seattle | WA | 98155 | NONE | PC | GENERAL SUPPORT | $1,750 | |
| PCRM FOUNDATION | ||||||||
| 5100 WISCONSIN AVEUNE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SAVE | ||||||||
| 900 HERRONTOWN ROAD | PRINCETON | NJ | 08540 | NONE | PC | GENERAL SUPPORT | $770 | |
| WORLD SOCIETY FOR THE PROTECTION OF ANIMALS | ||||||||
| LINCOLN PLAZA 89 SOUTH STREET SUIT | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $1,200 | |
| INTERNATIONAL PRIMATE PROTECTION LEAGUE | ||||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | NONE | PC | GENERAL SUPPORT | $750 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE COLLEGE OF NEW JERSEY | ||||||||
| 2000 PENNINGTON ROAD | EWING | NJ | 08618 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TRENTON AREA SOUP KITCHEN | ||||||||
| 72 ESCHER STREET | TRENTON | NJ | 08609 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HUMANE FARMING ASSOCIATION | ||||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | NONE | PC | GENERAL SUPPORT | $3,400 | |
| ANIMAL WELFARE INSTITUTE | ||||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $750 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 1 EAST MOUNT VERNON PLACE | BALTIMORE | MD | 21202 | NONE | PC | GENERAL SUPPORT | $24,000 | |
| THE JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL RD | VIENNA | VA | 22182 | NONE | PC | GENERAL SUPPORT | $1,060 | SUITE 550 |
| UNITED WAY OF GREATER MERCER COUNTY | ||||||||
| 3131 PRINCETON PIKE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $3,750 | BUILDING 4 |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD BRONX | NEW YORK | NY | 10460 | NONE | PC | GENERAL SUPPORT | $1,900 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | NONE | PC | GENERAL SUPPORT | $770 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,226 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,121 | Amt |
| Net Investment Income | $3,709 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $412 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED FIDELITY STMT | BondNm |
| EOY Book Value | $69,084 | EOYBookValueAmt |
| EOYFMV | $70,777 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED FIDELITY STMT | StockNm |
| EOY Book Value | $1,228,819 | EOYBookValueAmt |
| EOYFMV | $1,661,148 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $105,532 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $109,289 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $3,148 | LegalFeesAmt |
| Net Investment Income | $2,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $315 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCE | Desc |
| Amt | $1,515 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $1,813 | |
| NJ BUSINESS REGISTRATION | $31 | $31 |
| POSTAGE | $268 | $268 |
| COMPUTER | $1,424 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $14,029 | Amt |
| Net Investment Income | $14,029 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $780 | $780 |
| EXCISE TAX | $818 |
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