BETA

TYLER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TYLER FOUNDATION (EIN 22-6499512)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-26
IRS object ID
201902389349100005
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-26T09:34:21-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814895946PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEIMLANTZ CPAS & ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 DUKE STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226499512EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TYLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTYLEBusinessNameControlTxt
Phone9082360933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 WATER STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08833ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNORMAN M CARTER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9082360933PhoneNum
Signature2019-08-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL ABBOU CPAPreparerPersonNm
PTINP00050688PTIN
Phone7032996565PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.24.246.156IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-26IPDt
IP Tm09:20:02IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9F31A4EE26227EA5BC4A4B05861AC8B846279AE6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,489,196FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13,599InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,599InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$376,687DividendsRevAndExpnssAmt
Dividends Net Invst Incm$376,687DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,749,323NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,407,321GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,749,323CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,581OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15,581OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,155,190TotalRevAndExpnssAmt
Total Net Invst Incm$2,155,190TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$73,347CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$73,347CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$17,213LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$17,213LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,725TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,284OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,284OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$128,569TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$107,631TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,213TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$565,990ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$565,990ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$694,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$107,631TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$583,203TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,460,631ExcessRevenueOverExpensesAmt
Net Investment Income$2,047,559NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$318,825SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,134,371SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,134,371SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$275,204USGovernmentObligationsBOYAmt
US Government Obligations EOY$93,524USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$93,720USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,438,255CorporateStockBOYAmt
Corporate Stock EOY$6,743,962CorporateStockEOYAmt
Corporate Stock EOYFMV$6,281,032CorporateStockEOYFMVAmt
Corporate Bonds BOY$586,081CorporateBondsBOYAmt
Corporate Bonds EOY$2,642,018CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,630,591CorporateBondsEOYFMVAmt
Other Investments BOY$5,024,410OtherInvestmentsBOYAmt
Other Investments EOY$1,489,531OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,349,482OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,642,775TotalAssetsBOYAmt
Total Assets EOY$12,103,406TotalAssetsEOYAmt
Total Assets EOYFMV$11,489,196TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,642,775RetainedEarningBOYAmt
Retained Earning EOY$12,103,406RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,642,775TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,103,406TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,642,775TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,103,406TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,642,775TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,460,631ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,103,406SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,103,406TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$187,374$187,579-$205-$205
PUBLICLY TRADED SECURITIES$8,509,014$6,954,067$1,554,947$1,554,947
PUBLICLY TRADED SECURITIES$592,116$516,352$75,764$75,764
CAPITAL GAINS DIVIDENDS$118,817$118,817$118,817P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,749,323CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$694,311AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,233,512NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056755DistributionYr1Rt
Adjusted Qlfy Distri Yr2$546,758AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,755,314NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046512DistributionYr2Rt
Adjusted Qlfy Distri Yr3$609,904AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,322,726NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049494DistributionYr3Rt
Adjusted Qlfy Distri Yr4$590,932AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,446,259NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047479DistributionYr4Rt
Adjusted Qlfy Distri Yr5$541,603AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,862,581NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045656DistributionYr5Rt
Total Distribution0.245896TotalDistributionRt
Average Distribution0.049179AverageDistributionRt
Net Vl Noncharitable Assets$12,655,011NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$622,361AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$20,476NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$642,837AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$583,203QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40,951InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$40,951SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$40,951TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,090EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,090TotalPaymentsAndCreditsAmt
Es Penalty$15EsPenaltyAmt
Tax Due$15,876TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NORMAN M CARTER JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9082360933PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 WATER STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08833ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NORMAN M CARTER JR
2 WATER STREETLEBANONNJ08833CO-TRUSTEE5.00$24,449$0$0
CLAUDIA CREO
1139 CEDAR DALE LANEALEXANDRIAVA22308CO-TRUSTEE5.00$24,449$0$0
CHELSEA CREO SHARON
2501 PORTER STREET NW APT 320WASHINGTONDC20008CO-TRUSTEE5.00$24,449$0$0
PNC BANK NA
116 ALLEGHENY CENTER MALLPITTSBURGHPA15212FORMER CO-TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,797,114AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,050,613AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,847,727TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,847,727AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$192,716CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,655,011NetVlNoncharitableAssetsAmt
Minimum Investment Return$632,751MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$632,751MinimumInvestmentReturnAmt
Tax Based On Investment Income$40,951TaxBasedOnInvestmentIncomeAmt
Total Tax$40,951TotalTaxAmt
Distributable Before Adj$591,800DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$591,800DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$591,800DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$583,203ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$583,203QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$583,203AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$591,800DistributableAsAdjustedAmt
Undistributed Income PY$439,441UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$583,203QualifyingDistributionsAmt
Applied To Year1$439,441AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$143,762AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$448,038UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNORMAN M CARTER JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 WATER STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08833ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9082360933RecipientPhoneNum
Recipient Email AddressMAC1588@AOL.COMRecipientEmailAddressTxt
Form And Info And MaterialsPLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONSFormAndInfoAndMaterialsTxt
Submission Deadlines08/31SubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADULT DAY CENTER OF SOMERSET COUNTY
872 E MAIN STBRIDGEWATERNJ08807PCTHERAPIES AND MED MONITORING$10,000
AMERICAN HEART ASSOCIATION
1 UNION STREET STE 301ROBBINSVILLENJ08691PCGENERAL SUPPORT$51,980
AMERICAS GROW A ROW INC
150 PITTSTOWN ROADPITTSTOWNNJ08867PCFRESH PRODUCE INITIATIVE$7,500
BONNIE BRAE
3415 VALLEY ROADLIBERTY CORNERNJ07938PCCAP. CAMPAIGN AND SUMMER PRGM$15,000
BOYS AND GIRLS CLUB OF UNION INC
1050 JEANETTE AVENUEUNIONNJ07083PCCAREER LAUNCH$5,000
CANCER SUPPORT COMMUNITY CENTRAL
3 CROSSROADS DRIVEBEDMINSTERNJ07921PCSUPPORT 4 FAMILIES$17,980
CENTRAL JERSEY HOUSING RESOURCE
600 FIRST AVENUERARITANNJ08869PCHOUSING RESOURCE CENTER$5,000
COMMUNITY HOPE INC
959 ROUTE 46 EASTPARSIPPANYNJ07054PCSERVICES FOR VETS AND DISABLED$10,500
COOPERATIVE HOUSING CORPORATION
59 WEST END AVESOMERVILLENJ08876PCSASH PROGRAM SUPPORT$20,000
CRESTHAVEN ACADEMY FOUNDATION IN
530 W 7TH STPLAINFIELDNJ070602108PCAFTERSCHOOL PROGRAM$7,500
FOOD BANK OF SOMERSET COUNTY INC
PO BOX 149BOUND BROOKNJ08805PCGENERAL PROGRAM SUPPORT$5,000
GREAT SWAMP WATERSHED ASSOCIATIO
PO BOX 300NEW VERNONNJ07976PCENVIRONMENTAL EDUCATION$20,000
HUNTERDON LAND TRUST
111 MINE STREETFLEMINGTONNJ08822PCPROGRAM SERIES$6,000
LITERACY NEW JERSEY INC
100 MENLO PARK DRIVEEDISONNJ08837PCDESTINATION US CITIZENSHIP$10,000
MATHENY SCHOOL AND HOSPITAL INC
65 HIGHLAND AVENUEPEAPACKNJ07977PCEXEMPT ORGANIZATION DENTAL PROGRAM$10,000
THE MIDLAND FOUNDATION
PO BOX 5026NORTH BEACHNJ08876PCHANDICAP ACCESSIBLE DOORS$10,000
MYLESTONE EQUINE RESCUE A NEW JE
227 STILL VALLEY RDPHILLIPSBURGNJ08865PCGROOMING PROGRAM$20,000
NEW JERSEY CONSERVATION FOUNDATI
170 LONGVIEW RDFAR HILLSNJ07931PCPRESERVING NJ RESOURCES$12,500
NEW JERSEY HIGHLANDS COALITION
508 MAIN STREETBOONTONNJ07005PCPROTECTING NJ WATER & CULTURE$10,000
OUR HOUSE INC
76 FLORAL AVENUENEW PROVIDENCENJ07974PCMEDICAL EQUIP FOR RESIDENTS$2,550
PRESCHOOL ADVANTAGE INC
25 LINDSLEY DR SUITE 307MORRISTOWNNJ07960PCEARLY CHILDHOOD ED.$5,000
PREVENTION EDUCATION INC
231 LAWRENCEVILLE ROADLAWRENCEVILLENJ08648PCCRISIS INTERVENTION$7,500
RAPTOR TRUST
1390 WHITEBRIDGE ROADMILLINGTONNJ07946PCTAKE FLIGHT CAMPAIGN$25,000
RARITAN HEADWATERS ASSOCIATION
2121 LARGER CROSS RDFAR HILLSNJ07931PCPROTECTING WATER AND RESOURCES$10,000
CASA OF SOMERSET
150 BLVD STE 4BWASHINGTONNJ07882PCGENERAL SUPPORT$5,000
SUMMIT SPEECH SCHOOL
705 CENTRAL AVE 1NEW PROVIDENCENJ07974PCPARENT/INFANT PROGRAM$15,000
THE CENTER FOR GREAT EXPECTATION
19A DELLWOOD LANESOMERSETNJ08873PCADULT WOMEN & CHILDREN$10,000
THE WARDLAW HARTRIDGE SCHOOL
1295 INMAN AVEEDISONNJ08820PCFINANCIAL AID$15,000
YWCA OF EASTERN UNION COUNTY
1131 E JERSEY STELIZABETHNJ07201PCCOMMUNITY SUPPORT$10,000
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065PCGENERAL SUPPORT$51,980
ST HUBERTS ANIMAL
575 WOODLAND AVEMADISONNJ07940PCROCKET FUND$10,000
NEW JERSEY AUDUBON SOCIETY
9 HARDSCRABBLE ROADBERNARDSVILLENJ07924PCON CALL: AFTERSCHOOL PROGRAM$10,000
THE KING'S DAUGHTERS DAY SCHOOL
502 W FRONT STPLAINFIELDNJ070602108PCGENERAL SUPPORT$20,000
JOHN F KENNEDY MEDICAL CENTER FOUNDATION
3947 65 JAMES STEDISONNJ08820PCPLAINFIELD HEALTH CONNECTIONS$20,000
HARK-ALS
PO BOX 6627HILLSBOROUGHNJ08844PCGENERAL SUPPORT$5,000
VISIONS & PATHWAYS
49 BRAHMA AVEBRIDGEWATER TOWNSHIPNJ08807PCGENERAL SUPPORT$15,000
MANE STREAM INC
83 OLD TURNPIKE RDOLDWICKNJ08858PCGENERAL SUPPORT$15,000
SAGE ELDERCARE
290 BROAD STSIMMITNJ07901PCGENERAL SUPPORT$10,000
FAMILY PROMISE OF HUSTERE
402 UNION AVEELIZABETHNJ07208PCGENERAL SUPPORT$10,000
LAST CHANCE RANCH
9 BECK ROADQUAKERTOWNPA18951PCANIMAL MEDICAL EXPENSES$25,000
HOME FOR GOOD DOG RESCUE
465 SPRINGFIELD AVEBERKELEY HEIGHTSNJ07922PCHEADING HOME FOR GOOD$5,000
NEW JERSEY INSTITUTE FOR
10A OAK DRIVEEDISONNJ08837PCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$565,990TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,599ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$376,687ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,749,323ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME FROM LITIGATION14$60
OTHER INVESTMENT INCOME14$15,521

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,155,190ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,155,190TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$2,642,018EOYBookValueAmt
EOYFMV$2,630,591EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$6,743,962EOYBookValueAmt
EOYFMV$6,281,032EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$93,524USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$93,720USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,489,531BookValueAmt
EOYFMV$1,349,482EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$17,213LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,213DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$33,918$33,918$0
FOREIGN TAX$366$366$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM LITIGATION$60$60$60
OTHER INVESTMENT INCOME$15,521$15,521$15,521

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL ESTIMATED TAX PAYMENTSCategoryTxt
Amt$3,725Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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