TROXEL FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TROXEL FAMILY FOUNDATION INC (EIN 47-4209182)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202041349349101019
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Amortization Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T12:35:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223125809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET B BELL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MELROSE DR | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079302304 | 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 | 474209182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROXEL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TROX | BusinessNameControlTxt |
| Phone | 9088882052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 571 CENTRAL AVE SUITE 120 | AddressLine1Txt |
| City | NEW PROVIDENCE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07974 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGUERITE B TROXEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9088882052 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET B BELL CPA | PreparerPersonNm |
| PTIN | P01239030 | PTIN |
| Phone | 9088798040 | PhoneNum |
| Preparation | 2020-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 12:35:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C20FDCD9F357A595E265F2711D14834022EE327 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 26B7497615DE5631868EFA542A9297A4AA9E80B3 | 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 | $5,303,529 | 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 | $2,190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,190 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,690,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $178,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,190 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $24,846 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,532 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,314 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,390 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,420 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,464 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,707 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $667 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $79,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,430 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $344,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,300 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,231 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,739 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,231 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,231 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $620 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $4,052,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,268,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,110,619 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $78,343 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $72,501 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $72,379 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,167 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,500 | LandBOYAmt |
| Land EOY | $6,833 | LandEOYAmt |
| Total Assets BOY | $4,485,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,468,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,303,529 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,485,725 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,468,655 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,485,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,468,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,485,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,468,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,485,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,070 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,468,655 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,468,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 8048.16 HRDNG LVNR INTL EQTY | P | 2018-10-25 | 2019-01-15 | $162,412 | $165,390 | -$2,978 | -$2,978 |
| 170 ALTRIA GROUP | P | 2019-02-26 | 2019-10-17 | $7,455 | $8,848 | -$1,393 | -$1,393 |
| 425 MERCK & CO | D | 2018-08-08 | 2019-02-26 | $34,192 | $28,343 | $5,849 | $5,849 |
| 700 TJX COS INC | D | 2018-08-08 | 2019-02-26 | $34,798 | $34,906 | -$108 | -$108 |
| 1568.0 ISHARES CORE MSCI EAFE ETF | P | 2018-09-28 | 2019-04-16 | $97,975 | $100,485 | -$2,510 | -$2,510 |
| 656 DESPEGAR.COM | P | 2018-08-14 | 2019-05-23 | $8,077 | $13,097 | -$5,020 | -$5,020 |
| 800 NUCOR CORP | D | 2018-08-08 | 2019-02-21 | $48,755 | $51,552 | -$2,797 | -$2,797 |
| 334 PIMCO ENHANCED SHRT MATRT | P | 2018-10-18 | 2019-06-13 | $33,931 | $33,908 | $23 | $23 |
| 517.0 ISHARES CORE S&P MIDCAP ETF | P | 2018-09-28 | 2019-04-16 | $101,343 | $98,658 | $2,685 | $2,685 |
| 321 DXC TECHNOLOGY CO | P | 2019-03-25 | 2019-05-29 | $16,164 | $20,668 | -$4,504 | -$4,504 |
| 3.334 RESIDEO TECH | D | 2018-08-08 | 2019-02-11 | $82 | $90 | -$8 | -$8 |
| 25000 CHEVRON CORP | P | 2016-04-15 | 2019-03-04 | $25,000 | $25,000 | ||
| 44.0 STANDARD & POORS DEP RECEIPT | P | 2018-02-27 | 2019-02-13 | $12,088 | $12,148 | -$60 | -$60 |
| 3782.543 MSIF ULTRA-SHORT INCOME | P | 2019-02-26 | 2019-05-07 | $37,901 | $37,901 | ||
| 38 TE CONNECTIVITY LTD | D | 2018-08-08 | 2019-02-26 | $3,194 | $3,599 | -$405 | -$405 |
| 37 PIMCO ENHANCED SHRT MTRT | P | 2017-05-10 | 2019-06-13 | $3,759 | $3,759 | ||
| 50.0 BECTON DICKINSON | P | 2018-08-31 | 2019-02-13 | $12,261 | $10,716 | $1,545 | $1,545 |
| 366 SCHLUMBERGER LTD | P | 2019-01-10 | 2019-05-29 | $13,024 | $15,176 | -$2,152 | -$2,152 |
| 75 UNILEVER NV NY | D | 2018-08-08 | 2019-02-26 | $4,142 | $4,316 | -$174 | -$174 |
| 16.794 MSIF ULTRA-SHORT INCOME | P | 2018-12-14 | 2019-08-13 | $168 | $168 | ||
| 420.0 ISHARES CORE S&P MIDCAP ETF | P | 2016-06-28 | 2019-04-16 | $82,329 | $59,885 | $22,444 | $22,444 |
| 180 SCHLUMBERGER LTD | P | 2019-02-26 | 2019-05-29 | $6,405 | $8,054 | -$1,649 | -$1,649 |
| 28 ALTRIA GROUP | D | 2018-08-14 | 2019-10-16 | $1,215 | $1,668 | -$453 | -$453 |
| 9.608 MSIF ULTRA-SHORT INCOME | P | 2018-12-31 | 2019-08-13 | $96 | $96 | ||
| 498.0 STANDARD & POORS DEP RECEIPT | P | 2016-08-04 | 2019-02-13 | $136,811 | $107,525 | $29,286 | $29,286 |
| 97000 US TREASURY NOTE | P | 2019-01-30 | 2019-06-05 | $97,913 | $96,845 | $1,068 | $1,068 |
| 65 ALTRIA GROUP | D | 2018-07-23 | 2019-10-16 | $2,822 | $3,731 | -$909 | -$909 |
| 22.259 MSIF ULTRA-SHORT INCOME | P | 2019-01-31 | 2019-08-13 | $223 | $223 | ||
| 25 BECTON DICKINSON | D | 2018-08-31 | 2019-02-13 | $6,130 | $8,808 | -$2,678 | -$2,678 |
| 238 VANGUARD INDEX S&P 500 ETF | P | 2018-12-21 | 2019-02-11 | $59,120 | $54,158 | $4,962 | $4,962 |
| 129 ALTRIA GROUP | D | 2018-08-14 | 2019-10-15 | $5,575 | $7,687 | -$2,112 | -$2,112 |
| 2292.370 MSIF ULTRA-SHORT INCOME | P | 2019-02-12 | 2019-08-13 | $22,970 | $22,970 | ||
| 100 BECTON DICKINSON | D | 2018-08-31 | 2019-02-13 | $24,522 | $26,032 | -$1,510 | -$1,510 |
| 175 BECTON DICKINSON | D | 2018-08-08 | 2019-02-22 | $43,613 | $43,995 | -$382 | -$382 |
| 2.6 GARRETT MOTION INC | D | 2016-03-01 | 2019-02-11 | $38 | $39 | -$1 | -$1 |
| 22.747 MSIF ULTRA-SHORT INCOME | P | 2019-02-28 | 2019-08-13 | $228 | $228 | ||
| 100 DOVER CORP | D | 2018-08-31 | 2019-02-13 | $8,999 | $8,552 | $447 | $447 |
| 1000 BROWN & BROWN | D | 2018-08-08 | 2019-02-26 | $29,340 | $29,780 | -$440 | -$440 |
| 7.9 GARRETT MOTION INC | D | 2016-04-15 | 2019-02-11 | $116 | $129 | -$13 | -$13 |
| 26.099 MSIF ULTRA-SHORT INCOME | P | 2019-04-30 | 2019-08-13 | $261 | $261 | ||
| 250 EXXON MOBIL | D | 2018-08-31 | 2019-02-13 | $18,943 | $20,128 | -$1,185 | -$1,185 |
| 1094 CINCINNATI FINANCIAL | D | 2018-08-08 | 2019-02-26 | $94,067 | $82,138 | $11,929 | $11,929 |
| 4.5 RESIDEO TECHNOLOGIES | D | 2016-03-01 | 2019-02-11 | $111 | $105 | $6 | $6 |
| 27.372 MSIF ULTRA-SHORT INCOME | P | 2019-03-29 | 2019-08-13 | $274 | $274 | ||
| 200 EXXON MOBIL | D | 2018-08-31 | 2019-02-13 | $15,155 | $16,102 | -$947 | -$947 |
| 450 EXXON MOBIL CORP | D | 2018-08-08 | 2019-02-22 | $35,246 | $36,329 | -$1,083 | -$1,083 |
| 13.166 RESIDEO TECHNOLOGIES | D | 2016-04-15 | 2019-02-11 | $325 | $326 | -$1 | -$1 |
| 26.812 MSIF ULTRA-SHORT INCOME | P | 2019-05-31 | 2019-08-13 | $269 | $269 | ||
| 212 MERCK & CO | D | 2018-08-31 | 2019-02-13 | $16,702 | $14,530 | $2,172 | $2,172 |
| 2.5 GARRETT MOTION INC | D | 2018-08-08 | 2019-02-11 | $37 | $42 | -$5 | -$5 |
| 27 WORLDPAY INC | D | 2016-03-01 | 2019-03-18 | $2,909 | $1,424 | $1,485 | $1,485 |
| 25.424 MSIF ULTRA-SHORT INCOME | P | 2019-06-28 | 2019-08-13 | $255 | $255 | ||
| 625 NESTLE S A | D | 2018-08-31 | 2019-02-13 | $53,642 | $52,144 | $1,498 | $1,498 |
| 281 GENUINE PARTS CO | D | 2018-08-08 | 2019-02-26 | $30,869 | $27,912 | $2,957 | $2,957 |
| 90 WORLDPAY INC | D | 2016-03-14 | 2019-03-18 | $9,696 | $4,654 | $5,042 | $5,042 |
| 25.525 MSIF ULTRA-SHORT INCOME | P | 2019-07-31 | 2019-08-13 | $256 | $256 | ||
| 175 WHITE MOUNTAIN INS GRP | D | 2018-08-31 | 2019-02-13 | $158,221 | $161,732 | -$3,511 | -$3,511 |
| 400 ILL TOOL WORKS INC | D | 2018-08-08 | 2019-02-26 | $58,156 | $56,160 | $1,996 | $1,996 |
| 50 WORLDPAY INC | D | 2016-04-15 | 2019-03-18 | $5,387 | $2,744 | $2,643 | $2,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,267 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,632 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,179,576 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,790 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,119,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032926 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,778,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024016 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $46,692 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.093169 | TotalDistributionRt |
| Average Distribution | 0.031056 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,957,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $155,104 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,269 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,269 | SubtotalAmt |
| Tax Based On Investment Income | $2,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $454 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $454 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,815 | 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANET B BELL | IndividualWithBooksNm |
| Phone | 9088798040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MELROSE DR | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07930 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARGUERITE B TROXEL | ||||||||
| 37 FURNACE RD | CHESTER | NJ | 07930 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN O MCMANUS | ||||||||
| 571 CENTRAL AVE SUITE 120 | NEW PROVIDENCE | NJ | 07974 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JANET B BELL | ||||||||
| 19 MELROSE DR | CHESTER | NJ | 07930 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROSE MCMANUS | ||||||||
| 571 CENTRAL AVE SUITE 120 | NEW PROVIDENCE | NJ | 07974 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREGORY BREUNINGER | ||||||||
| 659 FRANCE AVE SE | ATLANTA | GA | 30312 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,766,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $266,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,033,330 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,033,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,957,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,269 | TotalTaxAmt |
| Distributable Before Adj | $245,623 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,623 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,623 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $130,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $124,929 | UndistributedIncomePYAmt |
| Qualifying Distributions | $130,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $124,929 | AppliedToYear1Amt |
| Applied To Current Year | $5,571 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $240,052 | UndistributedIncomeCYAmt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC EXTENSION | ||||||||
| 150 SOUTH WACKER DR | SUITE 2000 | CHICAGO | IL | 60606 | NONE | GENERAL PURPOSE | $500 | |
| COUNTY COLLEGE OF MORRIS | ||||||||
| 214 CENTER GROVE ROAD | RANDOLPH | NJ | 078692086 | NONE | NURSING SCHOLARSHIPS | $5,000 | ||
| FINCA | ||||||||
| 1201 15TH STREET NW | 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | GENERAL PURPOSE | $500 | |
| FOUNDATION FOR MORRISTOWN MEDICAL C | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | SCHOLARSHIPS FOR NURSING STUDENTS | $20,000 | ||
| PONTIFICAL UNIVERSITY OF THE HOLY | ||||||||
| 420 LEXINGTON AVE | SUITE 300 | NEW YORK | NY | 101700399 | NONE | PROGRAM IN CHURCH MANAGEMENT | $5,000 | CROSS FOUNDATION |
| SAGE ELDERCARE INC | ||||||||
| 290 BROAD ST | SUMMIT | NJ | 07901 | NONE | GENERAL PURPOSE | $10,000 | ||
| SENIOR RESOURCE CENTER | ||||||||
| 50 ROUTE 24 | CHESTER | NJ | 07930 | NONE | GENERAL PURPOSE | $3,000 | ||
| SOMERSET COUNTY YMCA | ||||||||
| 140 MT AIRY RD | BASKING RIDGE | NJ | 07920 | NONE | PROGRAMS THAT ASSIST THE ELDERLY | $10,000 | ||
| ST LAWRENCE CHURCH | ||||||||
| 375 MAIN ST | CHESTER | NJ | 07930 | NONE | SCHOLARSHIPS FOR FAMILIES WITH CHILD | $18,240 | ||
| VNA | ||||||||
| 175 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | GENERAL PURPOSE | $2,500 | ||
| SISTERS OF CHRISTIAN CHARITY | ||||||||
| 350 BERNARDSVILLE RD | MENDHAM | NJ | 07945 | NONE | CARE OF INFIRM & ELDERLY SISTERS | $10,000 | ||
| NEW YORK UNIVERSITY | ||||||||
| 433 FIRST AVE | 5TH FLOOR | NEW YORK | NY | 10010 | NONE | GENERAL PURPOSE | $7,500 | HARTFORD INSTITUTE FOR GERIATRIC NURSING |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | ROSE LAB-ALZHEIMER'S RESEARCH PROJ | $7,500 | ||
| AMERICAN NURSES FOUNDATION | ||||||||
| 8515 GEORGIA AVE | SUITE 400 | SILVER SPRINGS | MD | 20910 | NONE | GENERAL PURPOSE | $500 | |
| DIOCESE OF PATERSON | ||||||||
| 777 VALLEY ROAD | CLIFTON | NJ | 07013 | NONE | GENERAL PURPOSE | $300 | ||
| LONG VALLEY COMMUNITY ASSISTANCE | ||||||||
| LONG VALLEY PRESBYTERIAN | 39 BARTLEY RD | LONG VALLEY | NJ | 07853 | NONE | FOOD BANK | $5,200 | PROGRAM |
| ST LAWRENCE CHURCH | ||||||||
| 375 MAIN ST | CHESTER | NJ | 07930 | NONE | GENERAL PURPOSE | $5,000 | ||
| CHURCH OF SAINT JAMES | ||||||||
| 184 SOUTH FINLEY AVE | PO BOX 310 | BASKING RIDGE | NJ | 07920 | NONE | RENOVATIONS TO RECTORY FOR NUNS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,740 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,190 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,267 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $178,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,190 | 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 | JANET B BELL CPA | CategoryTxt |
| Amt | $8,810 | Amt |
| Net Investment Income | $7,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,420 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | FORMATION | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2015-05-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $10,000 | AmortizedAmt |
| Deduction For Prior Years | $2,500 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0000 | AmortizationPeriodRt |
| Current Year Amortization | $667 | CurrentYearAmortizationAmt |
| Net Investment Income | $667 | NetInvestmentIncomeAmt |
| Total Amortization | $3,167 | TotalAmortizationAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP 4.95% | ||
| BLACKROCK INC. 4.25% | $25,763 | $25,820 |
| RBC USA HOLDCO CORP 5.25% | $25,823 | $25,571 |
| GOLDMAN SACHS GROUP 5.25% | $20,915 | $20,988 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS | ||
| ALCON INC | $20,997 | $20,931 |
| ALPHABET INC | $13,787 | $24,109 |
| AMERICOLD REALTY TRUST | $39,031 | $37,374 |
| ALTRIA GROUP | ||
| ANSYS INC. | $7,290 | $13,385 |
| APPLE | $10,114 | $28,778 |
| AT&T INC | $41,445 | $50,999 |
| BANK OF AMERICA | $16,279 | $41,243 |
| BARRICK GOLD CORP | $41,406 | $53,744 |
| BECTON DICKINSON | ||
| BP PLC | $63,293 | $59,478 |
| BROWN & BROWN | ||
| CINCINNATI FINANCIAL | ||
| CISCO SYSTEMS | $28,469 | $32,805 |
| CLOROX CO | $28,465 | $27,791 |
| COLGATE PALMOLIVE CO | $21,218 | $22,166 |
| CONSTELLATION BRANDS | $15,793 | $18,216 |
| COSTCO WHOLESALE CORP | $9,435 | $18,223 |
| CROWN CASTLE INTL CORP | $30,553 | $42,929 |
| DANONE SPONSORED ADR | $20,398 | $21,552 |
| DESPEGAR.COM CORP | ||
| DUKE ENERGY CORP | $64,017 | $71,144 |
| EXXON MOBIL CORP | ||
| FACEBOOK INC | $22,752 | $38,587 |
| FREEPORT-MCMORAN | $10,804 | $10,811 |
| GARRETT MOTION INC | ||
| GENERAL MILLS INC. | $28,570 | $32,832 |
| GENUINE PARTS CO | ||
| HONEYWELL INTL | $25,442 | $34,161 |
| ILLINOIS TOOL WORKS INC | ||
| INTL FLAVORS & FRAGRANCES | $42,114 | $41,544 |
| JPMORGAN CHASE | $19,756 | $44,747 |
| KIMBERLY CLARK CORP | $20,856 | $26,135 |
| LYONDELLBASELL NV | $41,532 | $47,240 |
| MASTERCARD INC | $12,955 | $42,340 |
| MERCK & CO | ||
| MICROSOFT | $11,454 | $33,590 |
| MOLSON COORS BREWING | $10,689 | $11,265 |
| NESTLE SPON ADR | $57,105 | $75,565 |
| NETFLIX INC. | $23,497 | $53,713 |
| NUCOR CORP | ||
| NUTRIEN LTD | $19,111 | $18,158 |
| PHILIP MORRIS INTL | $28,066 | $32,164 |
| PPL CORP | $70,377 | $85,538 |
| PROCTER & GAMBLE | $20,320 | $31,225 |
| PROLOGIS INC | $37,705 | $51,256 |
| PTC INC | $13,509 | $11,009 |
| REPUBLIC SERVICES | $39,062 | $47,056 |
| RESIDEO TECHNOLOGIES | ||
| ROYAL DUTCH SHELL PLC | $65,394 | $62,009 |
| TE CONNECTIVITY LTD | ||
| TJX COS INC | ||
| UNILEVER NV NY | ||
| UNILEVER PLC | $20,354 | $20,810 |
| UNITED TECHNOLOGIES | $17,261 | $23,812 |
| VALERO ENERGY | $27,883 | $36,149 |
| VERIZON COMMUNICATIONS | $38,040 | $44,085 |
| WALT DISNEY CO | $21,294 | $30,083 |
| WASTE MANAGEMENT | $40,784 | $46,724 |
| WHITE MOUNTAIN GROUP BERMUDA | $281,145 | $334,653 |
| WORLDPAY INC | ||
| SPDR GOLD TR GOLD SHS | $46,195 | $49,443 |
| VANGUARD INDEX FDS S&P 500 ETF | ||
| MSIF ULTRA-SHORT INCOME | $107,103 | $107,103 |
| ISHARES TIPS BOND ETF | $11,738 | $11,774 |
| MSIF ULTRA-SHORT INCOME | $96,390 | $96,486 |
| PRINCIPAL SPC PRF & CP SEC | $28,336 | $29,792 |
| PIMCO ENHANCED SHORT MTRT EXC | $19,673 | $19,708 |
| INVESCO CORE PLUS BOND | $64,705 | $65,639 |
| VOYA GNMA INCOME | $55,156 | $54,630 |
| VOYA STRAT INC OPPORTUNITY | $44,065 | $44,192 |
| TIAA | ||
| BERKSHIRE HATHAWAY INC. | $77,480 | $128,879 |
| THERMO FISHER SCIENTIFIC | $75,297 | $181,602 |
| TIAA-CREF HIGH YIELD FD | $107,987 | $113,168 |
| USAA SHORT TERM BOND | $122,224 | $123,643 |
| ISHARES RUSSELL 2000 VALUE | $76,624 | $92,706 |
| SPDR S&P 500 ETF | ||
| ISHARES CORE S&P MID-CAP | ||
| ISHARES RUSSELL 2000 GROWTH | $76,525 | $102,183 |
| HARDING LOEVNER INST EMRG | $61,087 | $68,285 |
| ISHARES MSCI EAFE ETF | $73,425 | $81,420 |
| ISHARES RUSSELL MIDCAP ETF | $318,698 | $351,341 |
| FEDERATED TOTAL RETURN BOND FUND | $355,510 | $377,913 |
| ISHARES JPMORGAN USD EMERG MKTS | $58,678 | $64,268 |
| NESTLE SA | ||
| EXXON MOBIL CORP | ||
| WHITE MOUNTAINS INSURANCE | ||
| MERCK & CO | ||
| BECTON DICKINSON | ||
| DOVER CORP | ||
| ISHARES CORE S&P 500 ETF | $314,758 | $371,403 |
| ISHARES CORE MSCI EMERGING | $41,716 | $45,911 |
| VANGUARD S&P 500 ETF | $289,518 | $336,325 |
| AMERICAN FUNDS EUROPACIFIC GROWTH | $206,081 | $240,677 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FORMATION | CategoryOrItemTxt |
| Cost Or Other Basis | $10,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,167 | AccumulatedDepreciationAmt |
| Book Value | $6,833 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCMANUS & ASSOCIATES | CategoryTxt |
| Legal Fees | $24,846 | LegalFeesAmt |
| Net Investment Income | $11,532 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,314 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TIAA/CREF MANAGER FEE | $18,963 | $18,963 |
| MS 031538-005 | $3,913 | $3,913 |
| MS 030635-005 | $20,588 | $20,588 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - TIAA-CREF | $792 | $792 | |
| FOREIGN TAX - MS 030635-005 | $915 | $915 | |
| NJ CAR 100 | $26 | $26 | |
| TAX ON INVESTMENT INCOME |