BETA

JOSEPHINE PEISER CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JOSEPHINE PEISER CHARITABLE FOUNDATION (EIN 20-1999478)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-17
IRS object ID
201911989349100206
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)
Return2019-07-17T11:29:55-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUM SMITH BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1506 CARNEGIE CENTER STE 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085406243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201999478EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Josephine Peiser Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DR RICHARD PORWANCHERInCareOfNm
Business Name ControlJOSEBusinessNameControlTxt
Phone6099210886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2247AddressLine1Txt
CityPrincetonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD PORWANCHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6099210886PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD C COYNEPreparerPersonNm
PTINP00634888PTIN
Phone6095201188PhoneNum
Preparation2019-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.224.76.26IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220191985000076FederalOriginalSubmissionId
Federal Original Submission Id2019-07-17FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id89F378D9B23A8A0C9E6E5149D30758DA922AD2F4AtSubmissionCreationDeviceId
At Submission Filing Device IdD1A85E72F11DAAFAB7E7F2B7331347C0669549EAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,736,813FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$44,349DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,336DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,049NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$621,625GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,049CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,398TotalRevAndExpnssAmt
Total Net Invst Incm$111,385TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$20,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,525LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,273LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$252LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,695AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,326AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$369AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,823OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,823OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$860TaxesRevAndExpnssAmt
Taxes Net Invst Incm$860TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,612OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$799OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,515TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,282TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,420TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$138,515TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,282TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$96,420TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,117ExcessRevenueOverExpensesAmt
Net Investment Income$91,103NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$176,661CashBOYAmt
Cash EOY$191,364CashEOYAmt
Cash EOYFMV$191,364CashEOYFMVAmt
US Government Obligations BOY$119,237USGovernmentObligationsBOYAmt
US Government Obligations EOY$105,957USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$103,674USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,229,873CorporateStockBOYAmt
Corporate Stock EOY$1,220,783CorporateStockEOYAmt
Corporate Stock EOYFMV$1,369,626CorporateStockEOYFMVAmt
Corporate Bonds BOY$92,383CorporateBondsBOYAmt
Corporate Bonds EOY$73,667CorporateBondsEOYAmt
Corporate Bonds EOYFMV$72,149CorporateBondsEOYFMVAmt
Total Assets BOY$1,618,154TotalAssetsBOYAmt
Total Assets EOY$1,591,771TotalAssetsEOYAmt
Total Assets EOYFMV$1,736,813TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,618,154CapitalStockBOYAmt
Capital Stock EOY$1,591,771CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,618,154TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,591,771TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,618,154TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,591,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,618,154TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,117ExcessRevenueOverExpensesAmt
Other Increases$734OtherIncreasesAmt
Subtotal$1,591,771SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,591,771TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED FIDELITY STATEMENTP2018-01-012018-12-31$281,704$261,482$20,222$20,222
SEE ATTACHED FIDELITY STATEMENTP2017-01-012018-12-31$339,301$293,094$46,207$46,207
CAPITAL GAIN DIVIDENDSP$620
FieldValueIRS element (for citing)
Capital Gain Net Income$67,049CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$76,296AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,762,494NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043289DistributionYr1Rt
Adjusted Qlfy Distri Yr2$76,617AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,729,497NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0443DistributionYr2Rt
Adjusted Qlfy Distri Yr3$96,997AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,836,640NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052812DistributionYr3Rt
Adjusted Qlfy Distri Yr4$104,385AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,877,669NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055593DistributionYr4Rt
Adjusted Qlfy Distri Yr5$103,131AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,851,769NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055693DistributionYr5Rt
Total Distribution0.251687TotalDistributionRt
Average Distribution0.050337AverageDistributionRt
Net Vl Noncharitable Assets$1,823,576NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,793AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$911NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$92,704AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,420QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$911InvestmentIncomeExciseTaxAmt
Subtotal$911SubtotalAmt
Tax Based On Investment Income$911TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,013EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,013TotalPaymentsAndCreditsAmt
Overpayment$102OverpaymentAmt
Applied To ES Tax$102AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DR RICHARD PORWANCHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6099210886PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1445 PROSPECT AVENUEAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085404079ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALTINA NOEL
396 RIVERSIDE DRIVEPRINCETONNJ08540TRUSTEE1.0$5,000$0$0
DONNA PORWANCHER
445 PROSPECT AVENUEPRINCETONNJ08540TRUSTEE1.0$5,000$0$0
RICHARD PORWANCHER
445 PROSPECT AVENUEPRINCETONNJ08540TRUSTEE3.0$10,000$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,682,475AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,851,346TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,851,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,770CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,823,576NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,179MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,179MinimumInvestmentReturnAmt
Tax Based On Investment Income$911TaxBasedOnInvestmentIncomeAmt
Total Tax$911TotalTaxAmt
Distributable Before Adj$90,268DistributableBeforeAdjAmt
Distributable Before Ded$90,268DistributableBeforeDedAmt
Distributable As Adjusted$90,268DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,420ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$96,420QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$911PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$95,509AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,268DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,025ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,705ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,415ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$22,145TotalExcessDistributionCyovAmt
Qualifying Distributions$96,420QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$90,268AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,152RemainingDistriFromCorpusAmt
Total Corpus$28,297TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,025ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,272ExcessDistriCyovToNextYrAmt
Excess From Year4$12,705ExcessFromYear4Amt
Excess From Year3$5,415ExcessFromYear3Amt
Excess From Current Year$6,152ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HUMANE FARM ANIMAL CARE
PO BOX 727HERNDONVA20172NONEPCGENERAL SUPPORT$2,230
BORN FREE USA UNITED WITH ANIMAL PROTECTION
1122 S STREETSACRAMENTOCA95811NONEPCGENERAL SUPPORT$1,000
DIANE FOSSEY GORILLA FUND
800 CHEROKEE AVENUE SEATLANTAGA303151440NONEPCGENERAL SUPPORT$1,050
FARM SANCTUARY
3100 AIKENS ROADWATKINS GLENNY14891NONEPCGENERAL SUPPORT$2,425
HELPING ANIMALS INDIA
19215 32nd AvenueSeattleWA98155NONEPCGENERAL SUPPORT$2,115
PCRM FOUNDATION
5100 WISCONSIN AVEUNE NWWASHINGTONDC20016NONEPCGENERAL SUPPORT$2,620
SAVE
900 HERRONTOWN ROADPRINCETONNJ08540NONEPCGENERAL SUPPORT$1,207
WORLD SOCIETY FOR THE PROTECTION OF ANIMALS
LINCOLN PLAZA 89 SOUTH STREET SUITBOSTONMA02111NONEPCGENERAL SUPPORT$1,572
INTERNATIONAL PRIMATE PROTECTION LEAGUE
PO BOX 766SUMMERVILLESC29484NONEPCGENERAL SUPPORT$1,050
HOMEFRONT
1880 PRINCETON AVENUELAWRENCEVILLENJ08648NONEPCGENERAL SUPPORT$8,250
THE COLLEGE OF NEW JERSEY
2000 PENNINGTON ROADEWINGNJ08618NONEPCGENERAL SUPPORT$6,000
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ08609NONEPCGENERAL SUPPORT$8,000
HUMANE FARMING ASSOCIATION
PO BOX 3577SAN RAFAELCA94912NONEPCGENERAL SUPPORT$2,230
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SEWASHINGTONDC20003NONEPCGENERAL SUPPORT$985
MERCER STREET FRIENDS
151 MERCER STREETTRENTONNJ08611NONEPCGENERAL SUPPORT$6,500
JOHNS HOPKINS UNIVERSITY
1 EAST MOUNT VERNON PLACEBALTIMOREMD21202NONEPCGENERAL SUPPORT$23,500
THE JANE GOODALL INSTITUTE
1595 SPRING HILL RDVIENNAVA22182NONEPCGENERAL SUPPORT$1,440SUITE 550
UNITED WAY OF GREATER MERCER COUNTY
3131 PRINCETON PIKELAWRENCEVILLENJ08648NONEPCGENERAL SUPPORT$5,500BUILDING 4
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD BRONXNEW YORKNY10460NONEPCGENERAL SUPPORT$2,620
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT847415000NONEPCGENERAL SUPPORT$1,206
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303NONEPCGENERAL SUPPORT$5,000
ST JUDE'S CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$8,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,349ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,049ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$111,398ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,398TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,695Amt
Net Investment Income$3,326NetInvestmentIncomeAmt
Disbursements Charitable Prps$369DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED FIDELITY STMTBondNm
EOY Book Value$73,667EOYBookValueAmt
EOYFMV$72,149EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED FIDELITY STMTStockNm
EOY Book Value$1,220,783EOYBookValueAmt
EOYFMV$1,369,626EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$105,957USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$103,674USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$2,525LegalFeesAmt
Net Investment Income$2,273NetInvestmentIncomeAmt
Disbursements Charitable Prps$252DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,813
REVIEW OF CONTRIBUTIONS$500$500
NJ BUSINESS REGISTRATION$26$26
POSTAGE$273$273

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX TIMING DIFFERENCEDesc
Amt$734Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT MANAGEMENT FEE$13,786$13,786
ADR FEES$37$37

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$860Amt
Net Investment Income$860NetInvestmentIncomeAmt

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