THE UPLANDS CENTER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE UPLANDS CENTER FOUNDATION (EIN 36-4848898)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-30
- IRS object ID
- 201933039349100713
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-30T14:26:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133597814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKODY SCOT & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 EIGHTH AVE SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 364848898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UPLANDS CENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPLA | BusinessNameControlTxt |
| Phone | 2019042500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRAND K 795 FRANKLIN AVE NO BUILDC | AddressLine1Txt |
| City | FRANKLIN LAKES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074171368 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM RASMUSSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2019042500 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SKODY | PreparerPersonNm |
| PTIN | P00631754 | PTIN |
| Phone | 2129671100 | PhoneNum |
| Preparation | 2019-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.225.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 15:26:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 744111110870A6F1869E9C7708983D3D0F8C87A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 744111110870A6F1869E9C7708983D3D0F8C87A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,182,010 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $933,466 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $581,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $581,840 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $581,840 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,616,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,930 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,718,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $784,770 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $581,840 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $136,723 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,723 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $21,300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,300 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,578 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,578 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,152 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,576 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $8,576 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,576 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,389 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $16,694 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,695 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $293,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $293,591 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $293,591 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,190 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,190 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,785 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,785 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $24,785 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,894 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $30,059 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,059 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,814 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,814 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $701,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $701,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,335,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $343,646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $343,646 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $956,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,379 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,379 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,348,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $343,646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $343,646 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $969,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $369,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $238,194 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,002 | CashBOYAmt |
| Cash EOY | $6,590 | CashEOYAmt |
| Cash EOYFMV | $6,590 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,836,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,048,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,048,921 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $591,458 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $190,736 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $190,736 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,569,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,663,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,663,278 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $751,386 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,819,074 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,819,074 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,151,943 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,996,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,996,431 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,491,874 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,894 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,491,874 | LandBOYAmt |
| Land EOY | $1,456,980 | LandEOYAmt |
| Land EOYFMV | $1,456,980 | LandEOYFMVAmt |
| Total Assets BOY | $21,393,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,182,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,182,010 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,588 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,426 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $34,588 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,426 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,359,089 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,169,584 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,359,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,169,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,393,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,182,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,359,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $369,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,728,828 | SubtotalAmt |
| Other Decreases | $3,559,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,169,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TOTAL SHORT TERM | P | 2018-06-01 | 2018-12-31 | $6,693,491 | $7,087,194 | -$393,703 | -$393,703 |
| TOTAL LONG TERM | P | 2017-01-01 | 2018-12-31 | $9,923,197 | $9,326,564 | $596,633 | $596,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,930 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$393,703 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $814,814 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,057,760 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042755 | DistributionYr1Rt |
| Total Distribution | 0.042755 | TotalDistributionRt |
| Average Distribution | 0.042755 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,038,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $771,245 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $775,656 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $969,957 | 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 | $4,411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,643 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,643 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,232 | OverpaymentAmt |
| Applied To ES Tax | $9,232 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAND K PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2019042500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRAND K 795 FRANKLIN AVE NO BUILDC | AddressLine1Txt |
| City | FRANKLIN LAKES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074171368 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KIM RASMUSSEN | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER DAVID CERF | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $65,962 | $8,426 | $0 |
| NATHAN RASMUSSEN CERF | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LEAH RASMUSSEN CERF | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $4,800 | $0 | $0 |
| ANN MORRELL RASMUSSEN | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $65,961 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||
| 299 PARK AVENUE | NEW YORK | NY | 10171 | INVESTMENT ADVISORY | $293,591 |
| BECK CONSTRUCTION | |||||
| PO BOX 66 | EAST BRANCH | NY | 13756 | CONSTRUCTION | $185,363 |
| FOX HOLLOW FARM INC | |||||
| 47 FOXHURST RD | HUNTINGTON STATION | NY | 11746 | ARCHITECTURE RESEARCH CONSULTING | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RETREAT PROGRAM - TO REVITALIZE THOSE WHO SERVE OTHERS BY OFFERING RESTORATIVE AND GROWTH PROMOTING EXPERIENCES. THE FOUNDATION HOSTED 6 RETREATS IN 2018 FOR NONPROFIT ORGANIZATIONS AT ITS CENTER IN UPSTATE NEW YORK. | Description1Txt |
| Expenses1 | $956,578 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,867,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,446,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,313,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,313,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $274,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,038,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $901,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $969,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $969,957 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $965,546 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-09-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $238,194 | CurrentYearAmt |
| Year1 | $530,311 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $768,505 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $202,465 | CurrentYearAmt |
| Year1 | $450,764 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $653,229 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $969,957 | CurrentYearAmt |
| Year1 | $814,814 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,784,771 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $1,500 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $969,957 | CurrentYearAmt |
| Year1 | $813,314 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,783,271 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $601,291 | CurrentYearAmt |
| Year1 | $635,259 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,236,550 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| PRINCETON AREA COMMUNITY FOUNDATION | ||||||||||
| 15 PRINCESS RD | LAWRENCEVILLE | NJ | 08648 | PC | TO CREATE PERMANENT CHARITABLE FUNDS TO MEET CHALLENGE OF CHANGING TIMES | $1,000 | ||||
| TREE SISTERS | ||||||||||
| PC | TO FOCUS ON WOMEN AND TROPICAL REFORESTATION | $10,000 | MARINER HOUSE 62 PRINCE ST 5TH FL | BRISTOL | UK | BS1 4QD | ||||
| BB FARM SANCTUARY | ||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | PC | TO LEARN ABOUT FARM ANIMAL ISSUES | $800 | ||||
| THE SHIFT NETWORK | ||||||||||
| 625 2ND ST STE 100 | PETALUMA | CA | 94952 | PC | TO OFFER POWERFUL EXPERIENCES THAT SUPPORT GROWTH & TRANSFORMATION | $394 | ||||
| THE CHOPRA FOUNDATION | ||||||||||
| 2013 COSTA DEL MAR RD | CARLSBAD | CA | 92009 | PC | FOR TIMELESS WIDSOM OF MEDITATION, YOGA & AYURVEDA | $35 | ||||
| OCEANA INC | ||||||||||
| 1025 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20036 | PC | TO PROTECT/RESTORE OCEANS | $1,150 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,379 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $581,840 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $784,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $784,770 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN S RASMUSSEN ESTATE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COMERICA BANK TRUST 1969 W STAD | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $922,907 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $33,389 | Amt |
| Net Investment Income | $16,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,694 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,695 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2017-01-01 | $131,000 | L | $0 | $0 | $0 | |
| BUILDING | 2017-01-01 | $1,179,000 | SL | $30,231 | $0 | $0 | 39.000000000000 |
| 2017 BUILDING ADDITIONS | 2017-01-01 | $181,874 | SL | $4,663 | $0 | $0 | 39.000000000000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION FILES CORPORATE ANNUAL REPORTS IN DE AND NJ | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,819,074 | EOYBookValueAmt |
| EOYFMV | $1,819,074 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,663,278 | EOYBookValueAmt |
| EOYFMV | $7,663,278 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $190,736 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $190,736 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,996,431 | BookValueAmt |
| EOYFMV | $1,996,431 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $131,000 | $0 | $131,000 | $131,000 |
| BUILDING | $1,179,000 | $30,231 | $1,148,769 | $1,148,769 |
| 2017 BUILDING ADDITIONS | $181,874 | $4,663 | $177,211 | $177,211 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $17,152 | LegalFeesAmt |
| Net Investment Income | $8,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,576 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,576 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $3,559,244 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WORKERS COMPENSATION INSURANCE | $36,487 | $0 | $0 | $36,487 |
| RETREAT COSTS | $64,123 | $0 | $0 | $64,123 |
| CONSULTANTS & CONTRACTORS | $377,916 | $0 | $0 | $377,916 |
| OFFICE EXPENSES | $7,923 | $0 | $0 | $7,923 |
| INSURANCE | $22,981 | $0 | $0 | $22,981 |
| OTHER EXPENSES | $2,748 | $0 | $0 | $2,748 |
| FACILITY AND EQUIPMENT EXPENSES | $189,465 | $0 | $0 | $189,465 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $293,591 | Amt |
| Net Investment Income | $293,591 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $293,591 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANN S RASMUSSEN ESTATE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COMERICA BANK TRUST 1969 W | AddressLine1Txt |
| Address Line2 | STADIUM BLVD SUITE 200 | AddressLine2Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $14,549 | $14,549 | $14,549 | $0 |
| FOREIGN TAX | $10,236 | $10,236 | $10,236 | $0 |
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