C R BARD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- C R BARD FOUNDATION INC (EIN 22-2840708)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201903129349100130
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T10:14:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222840708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C R BARD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LINDA HREVNACK | InCareOfNm |
| Business Name Control | CRBA | BusinessNameControlTxt |
| Phone | 5512336641 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 CENTRAL AVENUE | AddressLine1Txt |
| City | MURRAY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07974 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE FUHRMANN | PersonNm |
| Person Title | TREASURER, BD FDN | PersonTitleTxt |
| Phone | 5512336641 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YING LI | PreparerPersonNm |
| PTIN | P01343131 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Preparation | 2019-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.125.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13049920193125000016 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 141872C61EE2484E145CE7DD1027B534145F60B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 141872C61EE2484E145CE7DD1027B534145F60B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $98,546 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $256,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$263,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,133,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,226 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,626 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $73,546 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,546 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,993 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,427 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,566 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $126,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,582,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,382,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,754,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,509,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,663,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,159 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,263,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,457,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,457,810 | CapitalStockBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,457,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,457,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,457,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,663,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,190 | OtherIncreasesAmt |
| Subtotal | $845,453 | SubtotalAmt |
| Other Decreases | $845,453 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS ACCOUNT 3F 02432 | $547,446 | $540,994 | $6,452 | $6,452 |
| UBS ACCOUNT 3F 02432 | $266,392 | $238,541 | $27,851 | $27,851 |
| UBS ACCOUNT 3F 02433 | $251,036 | $243,107 | $7,929 | $7,929 |
| UBS ACCOUNT 3F 02433 | $325,006 | $250,839 | $74,167 | $74,167 |
| UBS ACCOUNT 3F 02463 | $649,648 | $649,648 | ||
| UBS ACCOUNT 3F 02463 | $2,094,223 | $2,093,396 | $827 | $827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,226 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,454,282 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,302,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.280786 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,863,826 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,766,750 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.193937 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,459,379 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,231,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,984,732 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,801,331 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.179298 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,442,984 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,944,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.256492 | DistributionYr5Rt |
| Total Distribution | 2.053239 | TotalDistributionRt |
| Average Distribution | 0.410648 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,931,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,257,167 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,552 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,259,719 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,509,062 | 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 | $2,552 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,552 | SubtotalAmt |
| Tax Based On Investment Income | $2,552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,490 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,938 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $6,938 | RefundAmt |
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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA HREVNACK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5512336641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BECTON DRIVE B305E | AddressLine1Txt |
| City | FRANKLIN LAKES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07417 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAMRAT S KHICHI | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | PRESIDENT AS OF AUG, 2018 | 0.01 | $0 | $0 | $0 |
| HERMAN V CUETO | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | VP & TREASURER | 0.01 | $0 | $0 | $0 |
| BETTY D LARSON | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | SECRETARY | 0.01 | $0 | $0 | $0 |
| JOHN GROETELAARS | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | PRESIDENT UNTIL AUG, 2018 | 0.01 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REED SMITH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 AVENUE OF THE STARS SUITE 700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $100,337 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,389,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $662,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,052,561 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,052,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,931,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $396,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $396,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,552 | TotalTaxAmt |
| Distributable Before Adj | $394,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,842 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $399,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $399,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,509,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,509,062 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,552 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,506,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $399,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,345,704 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,578,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,600,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,129,985 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,849,597 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,504,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,509,062 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $399,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,109,183 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,613,615 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,345,704 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,267,911 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,578,246 | ExcessFromYear4Amt |
| Excess From Year3 | $1,600,900 | ExcessFromYear3Amt |
| Excess From Year2 | $2,129,985 | ExcessFromYear2Amt |
| Excess From Year1 | $2,849,597 | ExcessFromYear1Amt |
| Excess From Current Year | $10,109,183 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A Child's Voice Child Advocacy Center Inc | ||||||
| 216 Brookstone Place | Social Circle | GA | 30025 | PC | Community Development | $13,000 |
| Action Ministries Inc | ||||||
| 2160 Church Street | Covington | GA | 30015 | PC | Community Development | $7,000 |
| Amanda Hope Rainbow Angels | ||||||
| 340 East Coronado Road 100 | Phoenix | AZ | 85004 | PC | Health | $5,000 |
| American Cancer Society | ||||||
| 2310 Route 34 Suite 1D | Manasquan | NJ | 08736 | PC | Health | $1,500 |
| American Cancer Society | ||||||
| 4550 East Bell Road Suite 126 | Phoenix | AZ | 85032 | PC | Health | $15,000 |
| American Cancer Society | ||||||
| Calle Cabo Alverio 566 Urb La Me | Hato Rey | PR | 00918 | PC | Health | $25,000 |
| American Cancer Society Inc | ||||||
| 3375 20th Street Suite 100 | Vero Beach | FL | 32960 | PC | Health | $13,250 |
| American Cancer Society Inc | ||||||
| 375 E 100 S | Salt Lake City | UT | 84111 | PC | Health | $2,042 |
| American Diabetes Association | ||||||
| 5333 N 7th Street Suite B212 | Phoenix | AZ | 85014 | PC | Health | $5,000 |
| American Diabetes Association | ||||||
| 5333 N 7th Street Suite B212 | Phoenix | AZ | 85014 | PC | Health | $5,000 |
| American Heart Association | ||||||
| 465 S 400 E Suite 110 | Salt Lake City | UT | 84111 | PC | Health | $5,000 |
| American Heart Association | ||||||
| 2929 South 48th Street | Tempe | AZ | 85282 | PC | Health | $5,000 |
| American Heart Association | ||||||
| 250 Pehle Avenue Suite 202 | Saddle Brook | NJ | 07663 | PC | Health | $15,000 |
| American Institute for MedBio Engineering | ||||||
| 1400 Eye Street NW Suite 235 | Washington | DC | 20005 | PC | Health | $10,000 |
| American Red Cross | ||||||
| P O Box 9021067 | San Juan | PR | 009021067 | PC | Education | $2,500 |
| American Red Cross | ||||||
| 33 Everett Road | Albany | NY | 12205 | PC | Community Development | $500 |
| American Red Cross | ||||||
| 695 Springfield Avenue | Summit | NJ | 07901 | PC | Community Development | $10,000 |
| American Red Cross | ||||||
| 2424 A City Hall Lane | North Charleston | SC | 29406 | PC | Community Development | $3,000 |
| American Red Cross | ||||||
| P O Box 9021067 | San Juan | PR | 009021067 | PC | Education | $2,500 |
| Americares Foundation | ||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | PC | Health | $10,000 |
| Angel Flight Soars Inc | ||||||
| 2000 Airport Road Suite 227 | Atlanta | GA | 30341 | PC | Health | $4,000 |
| Ara Parseghian Medical Research Fund at the Univer | ||||||
| 215 Jordan Hall of Science | Notre Dame | IN | 46556 | PC | Health | $90,000 |
| Ara Parseghian Medical Research Fund at the Univer | ||||||
| 215 Jordan Hall of Science | Notre Dame | IN | 46556 | PC | Health | $30,000 |
| Arizona Recreation Center for the Handicapped | ||||||
| 1550 W Colter Street | Phoenix | AZ | 85015 | PC | Health | $2,000 |
| Autism Speaks Inc | ||||||
| 1955 West Baseline Road Suite 113- | Mesa | AZ | 85202 | PC | Health | $5,000 |
| Autism Speaks Inc | ||||||
| 1060 State Road 2nd Floor | Princeton | NJ | 08540 | PC | Health | $5,000 |
| Berkeley County Foundation of Volunteers of the SC | ||||||
| PO Box 2695 | Goose Creek | SC | 29445 | PC | Community Development | $2,000 |
| Berkeley County Kids Who Care Inc | ||||||
| P O Box 491 | Goose Creek | SC | 29445 | PC | Education | $4,000 |
| Black Child Development Institute-Albany New York | ||||||
| PO Box 232 | Glenmont | NY | 12077 | PC | Education | $2,100 |
| Boy Scouts of America Inc | ||||||
| 1 Saddle Road | Cedar Knolls | NJ | 07927 | PC | Community Development | $15,000 |
| Boys & Girls Club of Pawtucket | ||||||
| One Moeller Place | Pawtucket | RI | 02860 | PC | Community Development | $2,000 |
| Callen Lacey Center for Children | ||||||
| 5055 Lackawanna Boulevard | North Charleston | SC | 29405 | PC | Community Development | $10,000 |
| Camp Patriot Corp | ||||||
| P O Box 627 | Libby | MT | 59923 | PC | Community Development | $1,000 |
| Camp Ruggles Inc | ||||||
| P O Box 353 | Chepachet | RI | 02814 | PC | Community Development | $2,000 |
| Can Do Canines | ||||||
| 9440 Science Center Drive | Minneapolis | MN | 55428 | PC | Community Development | $2,000 |
| Cancer Support Community Arizona | ||||||
| 360 East Palm Lane | Phoenix | AZ | 85004 | PC | Health | $2,000 |
| Cancer Support Community of Central New Jersey | ||||||
| 3 Crossroads Drive | Bedminster | NJ | 07921 | PC | Health | $10,000 |
| Caritas Incorporated | ||||||
| 142 Bay Street | Glens Falls | NY | 12801 | PC | Health | $1,500 |
| Casa de la Bondad Inc | ||||||
| P O Box 8999 | Humacao | PR | 007928999 | PC | Community Development | $4,000 |
| Catholic Partnership Schools Camden | ||||||
| 808 Market Street | Camden | NJ | 08102 | PC | Education | $5,000 |
| Children's Home Society | ||||||
| 650 10th Street | Vero Beach | FL | 32960 | PC | Community Development | $6,625 |
| Children's Specialized Hospital Foundation | ||||||
| 150 New Providence Road | Mountainside | NJ | 07092 | PC | Health | $30,000 |
| Children's Specialized Hospital Foundation | ||||||
| 150 New Providence Road | Mountainside | NJ | 07092 | PC | Health | $10,000 |
| Circle of Life Children's Center | ||||||
| 274 South Orange Avenue | Newark | NJ | 07103 | PC | Health | $20,000 |
| Cleveland Clinic Foundation | ||||||
| 9500 Euclid Avenue/UA3 | Cleveland | OH | 44195 | PC | Health | $10,000 |
| College of New Jersey Foundation | ||||||
| P O Box 7718 | Ewing | NJ | 086280718 | PC | Education | $10,000 |
| Community Arts Association in Newton County | ||||||
| 1106 Washington Street | Covington | GA | 30014 | PC | Culture, Arts & Humanities | $2,750 |
| Community Educational Outreach | ||||||
| PO Box 18874 | Denver | CO | 80218 | PC | Education | $3,000 |
| Community Foundation of New Jersey | ||||||
| P O Box 338 | Morristown | NJ | 079630338 | PC | Employee Disaster Relief Fund | $426,119 |
| Community Foundation of New Jersey | ||||||
| P O Box 338 | Morristown | NJ | 079630338 | PC | Employee Disaster Relief Fund | $300,000 |
| Community Foundation of New Jersey | ||||||
| P O Box 338 | Morristown | NJ | 079630338 | PC | Employee Disaster Relief Fund | $200,000 |
| Community Health Charities | ||||||
| 1199 North Fairfax Street Suite 60 | Alexandria | VA | 22314 | PC | Health | $97,000 |
| Cookies For Kids Cancer | ||||||
| P O Box 415 | Califon | NJ | 07830 | PC | Health | $5,000 |
| Crossroads Rhode Island | ||||||
| 160 Broad Street | Providence | RI | 02903 | PC | Community Development | $5,000 |
| Double H Hole in the Woods Ranch | ||||||
| 97 Hidden Valley Road | Lake Luzerne | NY | 12846 | PC | Health | $10,000 |
| Drew University | ||||||
| 36 Madison Avenue | Madison | NJ | 07940 | PC | Education | $5,000 |
| Elizabeth Buffum Chace Center | ||||||
| P O Box 9476 | Warwick | RI | 02889 | PC | Community Development | $4,000 |
| Engaging Creative Minds | ||||||
| 7301 Rivers Avenue Suite 270 | Charleston | SC | 29406 | PC | Education | $1,000 |
| Fairfield University | ||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | PC | Education | $50,000 |
| Fairfield University | ||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | PC | Education | $25,000 |
| Family YMCA of the Glens Falls Area | ||||||
| 600 Glen Street | Glens Falls | NY | 12801 | PC | Community Development | $3,000 |
| Foundation for Morristown Medical Center | ||||||
| 475 South Street | Morristown | NJ | 07960 | PC | Health | $25,000 |
| Foundation for Service Dog Support | ||||||
| 5350 West Bell Road Suite C122 6 | Glendale | AZ | 85308 | PC | Community Development | $5,000 |
| Freedom House Inc | ||||||
| 2004 Route 31 North Suite 1 | Clinton | NJ | 08809 | PC | Health | $7,000 |
| Fundacion Dr John A Smith Memorial | ||||||
| P O Box 859 | Humacao | PR | 00792 | PC | Health | $2,500 |
| Girls Incorporated of Greater Lowell | ||||||
| 220 Worthen Street | Lowell | MA | 01852 | PC | Education | $2,000 |
| Glens Falls Area Habitat For Humanity Int'l Inc | ||||||
| 1373 US 9 | Moreau | NY | 12828 | PC | Community Development | $5,000 |
| Glens Falls Area Youth Center Inc | ||||||
| 60 Montcalm Street | Glens Falls | NY | 12801 | PC | Community Development | $2,400 |
| Glens Falls Hospital Inc | ||||||
| 100 Park Street | Glens Falls | NY | 12801 | PC | Health | $1,500 |
| Good Neighbor Center | ||||||
| 441 Rice Street | St Paul | MN | 55103 | PC | Education | $3,500 |
| Goodwill Industries of Rhode Island | ||||||
| 100 Houghton Street | Providence | RI | 02904 | PC | Education | $5,000 |
| Habitat For Humanity of Berkeley County | ||||||
| 1 Belknap Road | Goose Creek | SC | 29445 | PC | Community Development | $1,000 |
| Hernia Repair for the Underserved | ||||||
| 12370 Rose Lane | Omaha | NE | 68154 | PC | Health | $10,000 |
| Homesharing Program of Somerset County Inc | ||||||
| 120 Finderne Avenue | Bridgewater | NJ | 08807 | PC | Community Development | $2,500 |
| Hope Hospice & Palliative Care Rhode Island | ||||||
| 1085 North Main Street | Providence | RI | 02904 | PC | Health | $5,000 |
| HopeKids Inc | ||||||
| PO Box 28471 | Scottsdale | AZ | 85255 | PC | Community Development | $5,000 |
| Independent College Fund of New Jersey | ||||||
| 797 Springfield Avenue | Summit | NJ | 07901 | PC | Education | $25,000 |
| It's About Caring for Kids | ||||||
| P O Box 16201 | Rochester | NY | 14616 | PC | Community Development | $2,000 |
| JDRF International | ||||||
| 132 S 600 E Suite 100 | Salt Lake City | UT | 84102 | PC | Health | $5,000 |
| John F Kennedy Center for the Performing Arts | ||||||
| 2700 F Street NW | Washington | DC | 20566 | PC | Culture, Arts & Humanities | $33,333 |
| John F Kennedy Center for the Performing Arts | ||||||
| 2700 F Street NW | Washington | DC | 20566 | PC | Culture, Arts & Humanities | $33,333 |
| Johns Hopkins Medicine | ||||||
| 600 N Wolfe Street CMSC 1380 | Baltimore | MD | 21287 | PC | Health | $25,000 |
| Johns Hopkins University | ||||||
| 5200 Eastern Avenue MFL Center Tow | Baltimore | MD | 21224 | PC | Health | $10,000 |
| Joy Bus | ||||||
| P O Box 22163 | Phoenix | AZ | 85028 | PC | Health | $1,000 |
| Junior Achievement of New Jersey | ||||||
| 360 Pear Blossom Drive | Edison | NJ | 08837 | PC | Education | $5,000 |
| Liberty Science Center | ||||||
| 222 Jersey City Blvd Liberty Stat | Jersey City | NJ | 07305 | PC | Culture, Arts & Humanities | $10,000 |
| Make-A-Wish Foundation of Greater PAVA Inc | ||||||
| 707 Grant Street Suite 3700 | Pittsburgh | PA | 15219 | PC | Health | $3,000 |
| Marklund Children's Home | ||||||
| 1S450 Wyatt Drive | Geneva | IL | 60134 | PC | Education | $3,000 |
| Massachusetts General Hospital | ||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | PC | Health | $40,000 |
| Massachusetts General Hospital | ||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | PC | Health | $20,000 |
| Meals on Wheels of Rhode Island Inc | ||||||
| 70 Bath Street | Providence | RI | 02908 | PC | Community Development | $4,000 |
| MedShare International | ||||||
| 3240 Clifton Springs Road | Decatur | GA | 30034 | PC | Disaster Relief | $2,750 |
| Merrimack Valley Food Bank | ||||||
| PO Box 8638 | Lowell | MA | 01853 | PC | Community Development | $2,000 |
| Morristown Neighborhood House Association | ||||||
| 12 Flagler Street | Morristown | NJ | 07960 | PC | Community Development | $5,000 |
| National Coalition For Women With Heart Disease | ||||||
| 1100 17th Street NW Suite 500 | Washington | DC | 20036 | PC | Education | $25,000 |
| National Kidney Foundation | ||||||
| 2403 Sidney Street Suite 230 | Pittsburgh | PA | 15203 | PC | Health | $3,000 |
| National Kidney Foundation Inc | ||||||
| 360 E Coronado Road Suite 180 | Phoenix | AZ | 85004 | PC | Health | $5,000 |
| National Veterans Transition Services Inc | ||||||
| 9242 Lightwave Avenue Suite 120 | San Jose | CA | 92123 | PC | Education | $1,000 |
| New Jersey Performing Arts Center | ||||||
| 1 Center Street | Newark | NJ | 07102 | PC | Culture, Arts & Humanities | $20,000 |
| New Jersey SEEDS | ||||||
| 494 Broad Street | Newark | NJ | 07102 | PC | Education | $20,000 |
| New Providence Downtown Improvement District | ||||||
| 360 Elkwood Avenue | New Providence | NJ | 07974 | PC | Community Development | $5,000 |
| New Providence Fire Department | ||||||
| P O Box 671 | New Providence | NJ | 07974 | PC | Community Development | $5,000 |
| Newton County Community Food Pantry Inc | ||||||
| 7125 Turner Lake Circle | Covington | GA | 30014 | PC | Community Development | $2,750 |
| Newton County Community Partnership Inc | ||||||
| P OBox 445 | Covington | GA | 30015 | PC | Education | $5,500 |
| Northern Illinois Food Bank | ||||||
| 273 Dearborn Court | Geneva | IL | 60134 | PC | Community Development | $1,000 |
| Our House Foundation Inc | ||||||
| 76 Floral Avenue | New Providence | NJ | 07974 | PC | Community Development | $7,500 |
| Overlook Hospital Foundation | ||||||
| 36 Upper Overlook Road | Summit | NJ | 07960 | PC | Health | $25,000 |
| Paper Mill Playhouse | ||||||
| 22 Brookside Drive | Millburn | NJ | 07041 | PC | Culture, Arts & Humanities | $10,000 |
| Project HOPE The People-to-People Health Fdn Inc | ||||||
| 255 Carter Hall Lane | Millwood | VA | 22646 | PC | Health | $155,000 |
| Project ReNeWal Domestic Violence Intervention Pro | ||||||
| P O Box 1205 | Conyers | GA | 30012 | PC | Community Development | $7,000 |
| PTA New York Congress | ||||||
| 24 Jackson Avenue | Glens Falls | NY | 12801 | PC | Education | $1,000 |
| Purdue Foundation Inc | ||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | PC | Education | $5,000 |
| Rhode Island Community Food Bank Association | ||||||
| 200 Niantic Avenue | Providence | RI | 02907 | PC | Community Development | $2,000 |
| Ronald McDonald House Charities of Phoenix | ||||||
| 501 East Roanoke Avenue | Phoenix | AZ | 85004 | PC | Community Development | $5,000 |
| Ronald McDonald House Charities of Capital Region | ||||||
| 139 South Lake Avenue | Albany | NY | 12208 | PC | Health | $7,500 |
| Roper St Francis Foundation | ||||||
| 125 Doughty Street Suite 790 | Charleston | SC | 29403 | SO I | Health | $1,000 |
| Rutgers University Foundation | ||||||
| 7 College Avenue | New Brunswick | NJ | 08901 | PC | Health | $10,000 |
| Rutgers University Fdn - Cancer Institute of NJ | ||||||
| 120 Albany Street Suite 305 | New Brunswick | NJ | 08901 | PC | Health | $25,000 |
| Rutgers University Fdn - Cancer Institute of NJ | ||||||
| 120 Albany Street Suite 305 | New Brunswick | NJ | 08901 | PC | Education | $50,000 |
| SAGE Eldercare Inc | ||||||
| 290 Broad Street | Summit | NJ | 07901 | PC | Health | $15,000 |
| Saint Paul Neighborhood Network | ||||||
| 550 Vandalia Street 170 | Saint Paul | MN | 55114 | PC | Community Development | $1,000 |
| Salvation Army | ||||||
| 37 Broad Street | Glens Falls | NY | 12801 | PC | Community Development | $5,000 |
| Samaritans of Rhode Island | ||||||
| PO Box 9086 | Providence | RI | 02940 | PC | Health | $5,000 |
| Save the Bay Inc | ||||||
| 100 Save The Bay Drive | Providence | RI | 02905 | PC | Education | $2,000 |
| Someone Cares Soup Kitchen | ||||||
| 720 West 19th Street | Costa Mesa | CA | 92627 | PC | Community Development | $1,000 |
| Special Olympics Georgia | ||||||
| 6046 Financial Drive | Norcross | GA | 30071 | PC | Community Development | $2,000 |
| Special Olympics Georgia | ||||||
| 6046 Financial Drive | Norcross | GA | 30071 | PC | Community Development | $2,750 |
| Special Olympics New Jersey | ||||||
| 1 Eunice Kennedy Shriver Way | Lawrenceville | NJ | 08648 | PC | Community Development | $2,500 |
| Spectrum 360 | ||||||
| 1 Sunset Avenue | Verona | NJ | 07044 | PC | Community Development | $5,000 |
| Steffen Thomas Museum & Archives | ||||||
| 4200 Bethany Road | Buckhead | GA | 30625 | PC | Culture, Arts & Humanities | $3,500 |
| Summit Speech School | ||||||
| 705 Central Avenue | New Providence | NJ | 07974 | PC | Education | $15,000 |
| SUNY Adirondack Foundation | ||||||
| 640 Bay Road | Queensbury | NY | 12804 | PC | Education | $5,000 |
| Susan G Komen Breast Cancer Foundation | ||||||
| 4 Campus Drive | Parsippany | NJ | 07054 | PC | Health | $10,000 |
| Tennyson Center for Children at Colorado Christian | ||||||
| 2950 Tennyson Street | Denver | CO | 80212 | PC | Health | $3,000 |
| The Board of Trustees - Leland Stanford Junior Uni | ||||||
| 318 Campus Drive Room E100 James | Stanford | CA | 943055428 | PC | Education | $100,000 |
| The World War II Foundation | ||||||
| 333 White Horn Drive Suite One | Kingston | RI | 02891 | PC | Culture, Arts & Humanities | $2,000 |
| Thomas Jefferson University | ||||||
| 125 S 9th Street Suite 600 | Philadelphia | PA | 19107 | PC | Health | $75,000 |
| Thomas Jefferson University | ||||||
| 125 S 9th Street Suite 600 | Philadelphia | PA | 19107 | PC | Health | $75,000 |
| Travelers Aid Of Metropolitan Atlanta Inc | ||||||
| 34 Peachtree Street NW Suite 700 | Atlanta | GA | 30303 | PC | Community Development | $2,750 |
| Treasure Coast Food Bank | ||||||
| 401 Angle Road | Fort Pierce | FL | 34947 | PC | Community Development | $6,625 |
| Tri-County Scholarship Fund | ||||||
| 4 Century Drive | Parsippany | NJ | 07054 | PC | Education | $15,000 |
| Trident Literacy Association Inc | ||||||
| 6185-D Rivers Avenue | North Charleston | SC | 29406 | PC | Community Development | $3,000 |
| Trinitas Health Foundation | ||||||
| P O Box 259 | Elizabeth | NJ | 07207 | PC | Health | $10,000 |
| Trinitas Health Foundation | ||||||
| P O Box 259 | Elizabeth | NJ | 07207 | PC | Health | $5,000 |
| Union County Performing Arts Center | ||||||
| 1601 Irving Street | Rahway | NJ | 07065 | PC | Culture, Arts & Humanities | $5,000 |
| United Way of Greater Union County | ||||||
| 33 West Grand Street | Elizabeth | NJ | 07202 | PC | Community Development | $248,000 |
| University of Utah | ||||||
| WEB 1885 72 South Central Campus D | Salt Lake City | UT | 84112 | PC | Education | $18,000 |
| University of Utah | ||||||
| WEB 1885 72 South Central Campus D | Salt Lake City | UT | 84112 | PC | Education | $26,875 |
| Val Skinner Foundation | ||||||
| P O Box 213 | Bayhead | NJ | 08742 | PC | Health | $40,000 |
| Val Skinner Foundation | ||||||
| P O Box 213 | Bayhead | NJ | 08742 | PC | Health | $20,000 |
| Warren Washington Counties Homeless Youth Coalitio | ||||||
| PO Box 3252 | Glens Falls | NY | 12801 | PC | Community Development | $10,000 |
| Wasatch Homeless Health Care Inc | ||||||
| 409 West 400 South | Salt Lake City | UT | 84101 | PC | Health | $583 |
| Willing Helpers Inc | ||||||
| 8111 Brown Bridge Road | Covington | GA | 30014 | PC | Community Development | $4,000 |
| Willing Helpers Medical Inc | ||||||
| 8111 Brown Bridge Road | Covington | GA | 30014 | PC | Health | $10,000 |
| WisePlace | ||||||
| 1411 North Broadway | Santa Ana | CA | 92706 | PC | Community Development | $1,000 |
| Woburn Council of Social Concern Inc | ||||||
| 2 Merrimac Street | Woburn | MA | 01801 | PC | Community Development | $1,000 |
| Year Up Providence | ||||||
| 40 Fountain Street Floor 7 | Providence | RI | 02903 | PC | Community Development | $2,000 |
| YMCA of Metropolitan Atlanta | ||||||
| 2140 Newton Drive | Covington | GA | 30014 | PC | Community Development | $2,750 |
| Matching Gifts - See Attachment 16 | ||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | PC | MATCHING GIFTS (SEE ATTACHED) | $1,072,174 |
| BD FOUNDATION INC | ||||||
| 1 BECTON DRIVE | FRANKLIN LANES | NJ | 074171880 | PF | The Grant and any income therefrom shall be used for BD Foundation's general operations, constituting charitable, educational or scientific purposes, within the meaning of Internal Revenue Code ("IRC") section 501(c)(3). | $6,255,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,382,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$263,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,409 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BECTON DICKINSON AND COMPANY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BECTON DRIVE | AddressLine1Txt |
| City | FRANKLIN LANES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074171880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,546 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX COMPLIANCE FEES | $22,025 | $22,025 |
| AUDIT FEES | $25,000 | $25,000 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | REED SMITH LLP | ContractorPersonNm |
| Explanation | LEGAL FEES RELATED TO MERGER BETWEEN C.R. BARD FOUNDATION AND BD FOUNDATION. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BD FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BECTON DRIVE | AddressLine1Txt |
| City | FRANKLIN LANES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING 2018, THE C.R. BARD FOUNDATION MADE ONE DISTRIBUTION OF ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 100% OF THE C.R. BARD FOUNDATION'S NET ASSETS (AS MEASURED BY FAIR MARKET VALUE) AT THE ENDING OF 2018. INFORMATION REGARDING THESE DISTRIBUTIONS IS AS FOLLOWS: 1) NAME AND ADDRESS OF DISTRIBUTEES: BD FOUNDATION, INC. 1 BECTON DRIVE, FRANKLIN LANES, NJ 07417-1880 2) ASSETS DISTRIBUTED: PORTFOLIO INVESTMENTS 3) DATE OF DISTRIBUTION: 12/31/2018 4) FAIR MARKET VALUE OF DISTRIBUTION: $6,255,966 BD FOUNDATION IS EXEMPT FROM TAXES UNDER IRC SEC. 501(C)(3) AND IS A PRIVATE NON-OPERATING FOUNDATION AS DEFINED IN IRC SEC. 509(A)(3). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY C.R. BARD FOUNDATION OR ANY DISQUALIFIED PERSONS | ShortExplanationTxt |
| Dissolution | $6,255,966 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BD FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BECTON DRIVE | AddressLine1Txt |
| City | FRANKLIN LANES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074171880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-12-31 | GrantDt |
| Grant | $6,255,966 | GrantAmt |
| Purpose Of Grant | The Grant shall be used for BD Foundation's purposes within the meaning of IRC Section 501(c)(3). | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NARR-REQUESTED; FINL-REQUESTED | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY WITH REGARDS TO THIS GRANT AND HAS RECEIVED OR REQUESTED AN ANNUAL REPORT FROM THE GRANTEE. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ANY REPORTS RECEIVED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WAS REQUIRED OR MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PORTFOLIO INVESTMENTS | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted in accordance with Reg. 1.6043-3(a)(1) and Form 990-PF General Instruction T to report the distribution of certain assets that resulted in a substantial contraction of assets during the current tax year. During 2018, the C.R. Bard Foundation made one distribution of assets from sources other than current income. Such distributions represented 100% of The C.R. Bard Foundations net assets (as measured by fair market value) at the ending of 2018. Information regarding these distributions is as follows: Name and Address of Assets Date of Fair Market Value Distributees Distributed Distribution of Distribution BD Foundation, Inc. Portfolio 12/31/2018 $6,255,966 1 Becton Drive Investments Franklin Lanes, NJ 07417-1880 BD Foundation is exempt from taxes under IRC Sec. 501(c)(3) and is a private non-operating foundation as defined in IRC Sec. 509(a)(3). It is not controlled (directly or indirectly) by C.R. Bard Foundation or any disqualified persons with respect to C.R. Bard Foundation. The distributions were made to BD Foundation as a result of merger between C.R. Bard Foundation and BD Foundation. An expenditure responsibility was also reported further to describe this transaction made during 2018. Further, BD Foundation is under no obligation to use the funds in a manner that will directly benefit C.R. Bard Foundation based on the assets transfer / grant made. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES RELATED TO MERGER | CategoryTxt |
| Legal Fees | $73,546 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $73,546 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS PAYABLE - BOOK TAX DIFFERENCE | $794,453 |
| DONATED SERVICES | $51,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED SERVICES | $51,000 |
| MISC. ADJUSTMENTS | $190 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MATCHING GIFT ADMIN SERVICES | $5,566 | $0 | $0 | $5,566 |
| INVESTMENT MANAGEMENT FEES | $36,157 | $36,157 | $0 | $0 |
| BANK FEES | $270 | $270 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECTON DICKINSON AND COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BECTON DRIVE | AddressLine1Txt |
| City | FRANKLIN LANES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074171880 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAYMENT | CategoryTxt |
| Amt | $9,490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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