TYLER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 22-6499512)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-22
- IRS object ID
- 202002969349100710
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-22T13:56:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814895946 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIMLANTZ CPAS & ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 DUKE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | 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 | 226499512 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TYLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TYLE | BusinessNameControlTxt |
| Phone | 9082360933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WATER STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN M CARTER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9082360933 | PhoneNum |
| Signature | 2020-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL ABBOU CPA | PreparerPersonNm |
| PTIN | P00050688 | PTIN |
| Phone | 7032996565 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.24.246.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-14 | IPDt |
| IP Tm | 10:05:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBA1DD20D97E4E31D5652F84F0BCD512F7209E75 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,630,025 | 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 |
| Interest On Sav Rev And Expnss | $8,400 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,400 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $279,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $614,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,764,101 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $614,854 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $249 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $249 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $903,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $903,096 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,470 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,301 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,301 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $131,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $261,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $684,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $684,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $762,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $772,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,134,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $429,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $429,110 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $93,524 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $73,158 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $74,964 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,743,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,847,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,237,277 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,642,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,452,068 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,594,595 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,489,531 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $259,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $294,079 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,103,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,061,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,630,025 | 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 | $12,103,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,061,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,103,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,061,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,103,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,061,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,103,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,061,120 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,061,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (PNC) | $107,969 | $120,233 | -$12,264 | -$12,264 | |
| PUBLICLY TRADED SECURITIES (AVANTAX 3336 ) | $9,335 | $9,335 | $9,335 | ||
| PUBLICLY TRADED SECURITIES (AVANTAX 0192 ) | $2,558,237 | $2,029,014 | $529,223 | $529,223 | |
| CAPITAL GAINS DIVIDENDS | $88,560 | $88,560 | $88,560 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $614,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $583,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,655,011 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046085 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $694,311 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,233,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056755 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $546,758 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,755,314 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046512 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $609,904 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,322,726 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $590,932 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,446,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047479 | DistributionYr5Rt |
| Total Distribution | 0.246325 | TotalDistributionRt |
| Average Distribution | 0.049265 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,274,746 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $604,715 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,720 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $612,435 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $762,789 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,720 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,720 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,021 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,021 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $57 | EsPenaltyAmt |
| Overpayment | $17,244 | OverpaymentAmt |
| Applied To ES Tax | $17,244 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN M CARTER JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082360933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WATER STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08833 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NORMAN M CARTER JR | ||||||||
| 2 WATER STREET | LEBANON | NJ | 08833 | CO-TRUSTEE | 5.00 | $25,490 | $0 | $0 |
| CLAUDIA CREO | ||||||||
| 3235 CHESTNUT STREET NW | WASHINGTON | DC | 20015 | CO-TRUSTEE | 5.00 | $25,490 | $0 | $0 |
| CHELSEA CREO SHARON | ||||||||
| 3235 CHESTNUT STREET NW | WASHINGTON | DC | 20015 | CO-TRUSTEE | 5.00 | $25,490 | $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 | $11,363,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,098,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,461,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,461,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,274,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $613,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $613,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,720 | TotalTaxAmt |
| Distributable Before Adj | $606,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $606,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $606,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $762,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $762,789 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,720 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $755,069 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $606,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $448,038 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $762,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $448,038 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $314,751 | 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 | $291,266 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NORMAN M CARTER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WATER STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9082360933 | RecipientPhoneNum |
| Recipient Email Address | MAC1588@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 08/31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADULT DAY CENTER OF SOMERSET COUNTY | ||||||
| 872 E MAIN ST | BRIDGEWATER | NJ | 08807 | PC | THERAPIES AND MED MONITORING | $10,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 1 UNION STREET STE 301 | ROBBINSVILLE | NJ | 08691 | PC | GENERAL SUPPORT | $74,559 |
| AMERICAS GROW A ROW INC | ||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | PC | FRESH PRODUCE INITIATIVE | $10,000 |
| BONNIE BRAE | ||||||
| 3415 VALLEY ROAD | LIBERTY CORNER | NJ | 07938 | PC | CAP. CAMPAIGN AND SUMMER PRGM | $30,000 |
| BOYS AND GIRLS CLUB OF UNION INC | ||||||
| 1050 JEANETTE AVENUE | UNION | NJ | 07083 | PC | CAREER LAUNCH | $5,000 |
| CANCER SUPPORT COMMUNITY CENTRAL | ||||||
| 3 CROSSROADS DRIVE | BEDMINSTER | NJ | 07921 | PC | SUPPORT 4 FAMILIES | $20,000 |
| CENTRAL JERSEY HOUSING RESOURCE | ||||||
| 600 FIRST AVENUE | RARITAN | NJ | 08869 | PC | HOUSING RESOURCE CENTER | $5,000 |
| COMMUNITY HOPE INC | ||||||
| 959 ROUTE 46 EAST | PARSIPPANY | NJ | 07054 | PC | SERVICES FOR VETS AND DISABLED | $10,000 |
| COOPERATIVE HOUSING CORPORATION | ||||||
| 59 WEST END AVE | SOMERVILLE | NJ | 08876 | PC | SASH PROGRAM SUPPORT | $20,000 |
| CRESTHAVEN ACADEMY FOUNDATION IN | ||||||
| 530 W 7TH ST | PLAINFIELD | NJ | 070602108 | PC | AFTERSCHOOL PROGRAM | $7,500 |
| FAMILY PROMISE OF HUSTERE | ||||||
| 402 UNION AVE | ELIZABETH | NJ | 07208 | PC | GENERAL SUPPORT | $10,000 |
| GREAT SWAMP WATERSHED ASSOCIATIO | ||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | PC | ENVIRONMENTAL EDUCATION | $20,000 |
| HOME FOR GOOD DOG RESCUE | ||||||
| 465 SPRINGFIELD AVE | BERKELEY HEIGHTS | NJ | 07922 | PC | HEADING HOME FOR GOOD | $7,500 |
| HUNTERDON LAND TRUST | ||||||
| 111 MINE STREET | FLEMINGTON | NJ | 08822 | PC | PROGRAM SERIES | $7,500 |
| JOHN F KENNEDY MEDICAL CENTER FOUNDATION | ||||||
| 3947 65 JAMES ST | EDISON | NJ | 08820 | PC | PLAINFIELD HEALTH CONNECTIONS | $25,000 |
| LAST CHANCE RANCH | ||||||
| 9 BECK ROAD | QUAKERTOWN | PA | 18951 | PC | ANIMAL MEDICAL EXPENSES | $20,000 |
| LITERACY NEW JERSEY INC | ||||||
| 100 MENLO PARK DRIVE | EDISON | NJ | 08837 | PC | DESTINATION US CITIZENSHIP | $10,000 |
| MANE STREAM INC | ||||||
| 83 OLD TURNPIKE RD | OLDWICK | NJ | 08858 | PC | GENERAL SUPPORT | $15,000 |
| MATHENY SCHOOL AND HOSPITAL INC | ||||||
| 65 HIGHLAND AVENUE | PEAPACK | NJ | 07977 | PC | EXEMPT ORGANIZATION DENTAL PROGRAM | $15,000 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $74,559 |
| MYLESTONE EQUINE RESCUE A NEW JE | ||||||
| 227 STILL VALLEY RD | PHILLIPSBURG | NJ | 08865 | PC | GROOMING PROGRAM | $20,000 |
| NEW JERSEY AUDUBON SOCIETY | ||||||
| 9 HARDSCRABBLE ROAD | BERNARDSVILLE | NJ | 07924 | PC | ON CALL: AFTERSCHOOL PROGRAM | $7,500 |
| NEW JERSEY CONSERVATION FOUNDATI | ||||||
| 170 LONGVIEW RD | FAR HILLS | NJ | 07931 | PC | PRESERVING NJ RESOURCES | $12,500 |
| NEW JERSEY HIGHLANDS COALITION | ||||||
| 508 MAIN STREET | BOONTON | NJ | 07005 | PC | PROTECTING NJ WATER & CULTURE | $15,000 |
| NEW JERSEY INSTITUTE FOR DISABILITY | ||||||
| 10A OAK DRIVE | EDISON | NJ | 08837 | PC | GENERAL SUPPORT | $12,000 |
| OUR HOUSE INC | ||||||
| 76 FLORAL AVENUE | NEW PROVIDENCE | NJ | 07974 | PC | MEDICAL EQUIP FOR RESIDENTS | $2,400 |
| PRESCHOOL ADVANTAGE INC | ||||||
| 25 LINDSLEY DR SUITE 307 | MORRISTOWN | NJ | 07960 | PC | EARLY CHILDHOOD ED. | $5,500 |
| PREVENTION EDUCATION INC | ||||||
| 231 LAWRENCEVILLE ROAD | LAWRENCEVILLE | NJ | 08648 | PC | CRISIS INTERVENTION | $7,500 |
| RAPTOR TRUST | ||||||
| 1390 WHITEBRIDGE ROAD | MILLINGTON | NJ | 07946 | PC | TAKE FLIGHT CAMPAIGN | $25,000 |
| RARITAN HEADWATERS ASSOCIATION | ||||||
| 2121 LARGER CROSS RD | FAR HILLS | NJ | 07931 | PC | PROTECTING WATER AND RESOURCES | $10,000 |
| SAGE ELDERCARE | ||||||
| 290 BROAD ST | SIMMIT | NJ | 07901 | PC | GENERAL SUPPORT | $10,000 |
| ST HUBERTS ANIMAL | ||||||
| 575 WOODLAND AVE | MADISON | NJ | 07940 | PC | ROCKET FUND | $10,000 |
| SUMMIT SPEECH SCHOOL | ||||||
| 705 CENTRAL AVE 1 | NEW PROVIDENCE | NJ | 07974 | PC | PARENT/INFANT PROGRAM | $15,000 |
| THE CENTER FOR GREAT EXPECTATION | ||||||
| 19A DELLWOOD LANE | SOMERSET | NJ | 08873 | PC | ADULT WOMEN & CHILDREN | $10,000 |
| THE KING'S DAUGHTERS DAY SCHOOL | ||||||
| 502 W FRONT ST | PLAINFIELD | NJ | 070602108 | PC | GENERAL SUPPORT | $30,000 |
| THE MIDLAND FOUNDATION | ||||||
| PO BOX 5026 | NORTH BEACH | NJ | 08876 | PC | HANDICAP ACCESSIBLE DOORS | $10,000 |
| THE WARDLAW HARTRIDGE SCHOOL | ||||||
| 1295 INMAN AVE | EDISON | NJ | 08820 | PC | FINANCIAL AID | $15,000 |
| VISIONS & PATHWAYS | ||||||
| 49 BRAHMA AVE | BRIDGEWATER TOWNSHIP | NJ | 08807 | PC | GENERAL SUPPORT | $15,000 |
| YWCA OF EASTERN UNION COUNTY | ||||||
| 1131 E JERSEY ST | ELIZABETH | NJ | 07201 | PC | COMMUNITY SUPPORT | $10,000 |
| CARING CONTACT | ||||||
| PO BOX 2376 | WESTFIELD | NJ | 07091 | PC | COMMUNITY SUPPORT | $5,000 |
| CASH OF SHAW | ||||||
| 26 SAFRAN AVE | EDISON | NJ | 08837 | PC | FINANCIAL AID | $5,000 |
| COLLIER YOUTH SERVICES | ||||||
| 160 CONOVER ROAD | WICKATUNK | NJ | 07765 | PC | PARENT PROGRAM | $5,000 |
| COMMUNITY SOUP KITCHEN | ||||||
| 36 SOUTH ST | MORRISTOWN | NJ | 07960 | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| FRIENDSHIP CENTER FOR NEW BEGINNINGS | ||||||
| 162 MAIN STREET | FLEMINGTON | NJ | 08822 | PC | GENERAL SUPPORT | $5,000 |
| GIRLS ON THE RUN | ||||||
| PO BOX 896 | MILLBURN | NJ | 07041 | PC | GENERAL SUPPORT | $7,500 |
| GOOD NEWS HOME FOR WOMEN | ||||||
| 33 BARTLES CORNER RD | FLEMINGTON | NJ | 08822 | PC | ADULT WOMEN & CHILDREN | $5,000 |
| SOMERSET & PLAINFIELD | ||||||
| 303 SOMERSET ST | NORTH PLAINFIELD | NJ | 07060 | PC | EDUCATION | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $684,018 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,400 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $614,854 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM LITIGATION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $903,096 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $903,096 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,452,068 | EOYBookValueAmt |
| EOYFMV | $3,594,595 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,847,514 | EOYBookValueAmt |
| EOYFMV | $8,237,277 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $73,158 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $74,964 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $259,270 | BookValueAmt |
| EOYFMV | $294,079 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,301 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,301 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $126,089 | $126,089 | $0 |
| FOREIGN TAX | $5,001 | $5,001 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM LITIGATION | Desc |
| Revenue And Expenses Per Books | $249 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $249 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAX PAYMENTS FOR 2019 IN 2019 | $15,021 | $0 | $0 |
| FEDERAL TAX PAYMENTS FOR 2018 IN 2019 | $36,482 | $0 | $0 |
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