C R BARD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- C R BARD FOUNDATION INC (EIN 22-2840708)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201801279349100140
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T11:45:41-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 9082778182 | 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 | HERMAN CUETO | PersonNm |
| Person Title | VP & TREASURER | PersonTitleTxt |
| Phone | 9082778251 | PhoneNum |
| Signature | 2018-05-02 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,457,810 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $117 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $395,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $333,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,833,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $332,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $728,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $576,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $22,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,252 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,553 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,408,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,408,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,514,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,454,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,785,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $521,221 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,055 | CashBOYAmt |
| Cash EOY | $194,159 | CashEOYAmt |
| Cash EOYFMV | $194,159 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,290,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,263,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,263,651 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,317,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,457,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,457,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,317,880 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,457,810 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,317,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,457,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,317,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,457,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,317,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,785,306 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,532,574 | SubtotalAmt |
| Other Decreases | $74,764 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,457,810 | TotNetAstOrFundBalancesEOYAmt |
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 | $221,042 | $195,160 | $25,882 | $25,882 |
| UBS ACCOUNT 3F 02432 | $1,250,583 | $1,004,006 | $246,577 | $246,577 |
| UBS ACCOUNT 3F 02433 | $479,761 | $452,016 | $27,745 | $27,745 |
| UBS ACCOUNT 3F 02433 | $204,500 | $179,431 | $25,069 | $25,069 |
| UBS ACCOUNT 3F 02463 | $1,370,148 | $1,370,320 | -$172 | -$172 |
| UBS ACCOUNT 3F 02463 | $3,307,213 | $3,299,489 | $7,724 | $7,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $332,825 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,863,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,766,750 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.193937 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,459,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,231,475 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,984,732 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,801,331 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.179298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,442,984 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,944,290 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.256492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,558,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $404,549 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 6.32383 | DistributionYr5Rt |
| Total Distribution | 8.096283 | TotalDistributionRt |
| Average Distribution | 1.619257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,302,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,920,389 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,925,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,454,282 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,424 | SubtotalAmt |
| Tax Based On Investment Income | $10,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,614 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,614 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $190 | OverpaymentAmt |
| Applied To ES Tax | $190 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 | 9082778172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CR BARD 730 CENTRAL AVENUE | AddressLine1Txt |
| City | MURRAY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07974 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN P GROETELAARS | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| SAMRAT S KHICHI | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| HERMAN V CUETO | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | VP & TREASURER | 1.0 | $0 | $0 | $0 |
| Betty D Larson | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | SECRETARY | 1.0 | $0 | $0 | $0 |
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 | $11,818,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $671,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,489,522 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,489,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,302,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $615,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $615,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,424 | TotalTaxAmt |
| Distributable Before Adj | $604,685 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $604,685 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $604,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,454,282 | 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 | $3,454,282 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,454,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $604,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,532,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,345,704 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,578,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,600,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,129,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,187,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,454,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $604,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,849,597 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,036,797 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,532,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,504,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,345,704 | ExcessFromYear4Amt |
| Excess From Year3 | $3,578,246 | ExcessFromYear3Amt |
| Excess From Year2 | $1,600,900 | ExcessFromYear2Amt |
| Excess From Year1 | $2,129,985 | ExcessFromYear1Amt |
| Excess From Current Year | $2,849,597 | 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 (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CHILD'S VOICE CHILD ADVOCACY CENTER INC | ||||||||
| 216 BROOKSTONE PLACE | Social Circle | GA | 30025 | NONE | PC | Community Development | $12,400 | |
| A LITTLE EASIER RECOVERY INC | ||||||||
| 1 PARKER STREET SUITE 2F | Lawrence | MA | 01843 | NONE | PC | Health | $5,000 | |
| ACTION MINISTRIES INC | ||||||||
| 2160 CHURCH STREET PO BOX 693 | Covington | GA | 30015 | NONE | PC | Community Development | $4,500 | |
| ALFRE INC | ||||||||
| 56 MOUNT KEMBLE AVENUE | Morristown | NJ | 07960 | NONE | PC | Health | $10,000 | |
| AMANDA HOPE RAINBOW ANGELS | ||||||||
| 326 EAST CORONADO ROAD 103 | Phoenix | AZ | 85004 | NONE | PC | Health | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 2310 RT 34 SUITE 1D | Manasquan | NJ | 08736 | NONE | PC | Health | $1,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 4550 EAST BELL ROAD SUITE 126 | Phoenix | AZ | 85032 | NONE | PC | Health | $15,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| CALLE CABO ALVERIO 566 URB LA ME | Hato Rey | PR | 00918 | NONE | PC | Health | $25,000 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 3375 20TH STREET SUITE 100 | Vero Beach | FL | 34960 | NONE | PC | Health | $13,250 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 5333 NORTH 7TH STREET SUITE B212 | Phoenix | AZ | 85014 | NONE | PC | Health | $5,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 5333 NORTH 7TH STREET SUITE B212 | Phoenix | AZ | 85014 | NONE | PC | Health | $5,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| CAPITAL REGION NY CHAPTER P O BO | East Greenbush | NY | 12061 | NONE | PC | Health | $10,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 2929 SOUTH 48TH STREET | Tempe | AZ | 85282 | NONE | PC | Health | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 250 PEHLE AVENUE SUITE 202 | Saddle Brook | NJ | 07663 | NONE | PC | Health | $15,000 | |
| AMERICAN INSTITUTE FOR MEDICAL AND | ||||||||
| BIOLOGICAL ENGINEERING | Washington | DC | 20005 | NONE | PC | Education | $10,000 | 1400 EYE STREET NW SUITE 235 |
| AMERICAN RED CROSS | ||||||||
| 2424 A CITY HALL LANE | North Charleston | SC | 29406 | NONE | PC | Disaster Relief | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 707 ALEXANDER ROAD SUITE 101 | Princeton | NJ | 08540 | NONE | PC | Disaster Relief | $30,000 | |
| AMERICAN RED CROSS | ||||||||
| 33 EVERETT ROAD | Albany | NY | 12205 | NONE | PC | Community Development | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 707 ALEXANDER ROAD SUITE 101 | Princeton | NJ | 08540 | NONE | PC | Community Development | $7,500 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 9021067 | San Juan | PR | 009021067 | NONE | PC | Education | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 9021067 | San Juan | PR | 009021067 | NONE | PC | Education | $2,500 | |
| AMERICARES FOUNDATION | ||||||||
| 88 HAMILTON AVENUE | Stamford | CT | 06902 | NONE | PC | Disaster Relief | $50,750 | |
| AMERICARES FOUNDATION | ||||||||
| 88 HAMILTON AVENUE | Stamford | CT | 06902 | NONE | PC | Health | $10,000 | |
| ANGEL FLIGHT SOARS INC | ||||||||
| 2000 AIRPORT ROAD SUITE 227 | Atlanta | GA | 30341 | NONE | PC | Health | $3,600 | |
| ARA PARSEGHIAN MEDICAL RESEARCH FUND AT THE | ||||||||
| UNIVERSITY OF NOTRE DAME DU LAC | Notre Dame | IN | 46556 | NONE | PC | Health | $30,000 | 215 JORDAN HALL OF SCIENCE |
| AUTISM SPEAKS INC | ||||||||
| 1955 W BASELINE RD SUITE 113-406 | Mesa | AZ | 85202 | NONE | PC | Health | $7,500 | |
| AUTISM SPEAKS INC | ||||||||
| 1060 STATE ROAD 2ND FLOOR | Princeton | NJ | 08540 | NONE | PC | Health | $5,000 | |
| BEN OSBORN MEMORIAL FUND | ||||||||
| PO BOX 4040 | Queensbury | NY | 12804 | NONE | PC | Community Development | $5,000 | |
| BERKELEY COUNTY FOUNDATION OF VOLUNTEERS OF THE | ||||||||
| SC GUARDIAN AD LITEM PROGRAM | Goose Creek | SC | 29445 | NONE | PC | Community Development | $4,000 | P O BOX 2695 |
| BOY SCOUTS OF AMERICA INC | ||||||||
| 1 SADDLE ROAD | Cedar Knolls | NJ | 07927 | NONE | PC | Education | $15,000 | |
| BOYS & GIRLS CLUB OF PAWTUCKET | ||||||||
| ONE MOELLER PLACE | Pawtucket | RI | 02860 | NONE | PC | Community Development | $2,000 | |
| CALLEN LACEY CENTER FOR CHILDREN | ||||||||
| 5055 LACKAWANNA BLVD | North Charleston | SC | 294054529 | NONE | PC | Community Development | $10,000 | |
| CAMP RUGGLES INC | ||||||||
| PO BOX 353 | Chepachet | RI | 02814 | NONE | PC | Community Development | $2,000 | |
| CANCER SUPPORT COMMUNITY ARIZONA | ||||||||
| 360 EAST PALM LANE | Phoenix | AZ | 85004 | NONE | PC | Health | $1,000 | |
| CANCER SUPPORT COMMUNITY OF CENTRAL NEW JERSEY | ||||||||
| 3 CROSSROADS DRIVE | Bedminster | NJ | 07921 | NONE | PC | Health | $10,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| 124 RANCHO DEL ORO DRIVE | Oceanside | CA | 92057 | NONE | PC | Community Development | $1,000 | |
| CASA DE LA BONDAD INC | ||||||||
| CALLE FRANCESHI 13 URBANIZACION PE | Humacao | PR | 00791 | NONE | PC | Community Development | $2,000 | |
| CATHOLIC PARTNERSHIP SCHOOLS CAMDEN | ||||||||
| 808 MARKET STREET 2ND FLOOR | Camden | NJ | 08102 | NONE | PC | Education | $5,000 | |
| CENTRAL MONTANA FOUNDATION | ||||||||
| PO BOX 453 | Jordan | MT | 59337 | NONE | PC | Community Development | $1,000 | |
| CHILD CRISIS ARIZONA | ||||||||
| 817 N COUNTRY CLUB DRIVE | Mesa | AZ | 85201 | NONE | PC | Community Development | $2,500 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | ||||||||
| 1577 NORTHEAST EXPRESSWAY SUITE A | Atlanta | GA | 30329 | NONE | PC | Health | $2,750 | |
| CHILDREN'S SPECIALIZED HOSPITAL FOUNDATION | ||||||||
| 150 NEW PROVIDENCE ROAD | Mountainside | NJ | 07092 | NONE | PC | Health | $10,000 | |
| CIRCLE OF LIFE CHILDREN'S CENTER | ||||||||
| 851 BROAD STREET | Elizabeth | NJ | 07208 | NONE | PC | Health | $20,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE/UA3 | Cleveland | OH | 44195 | NONE | PC | Health | $10,000 | |
| COLLEGE OF NEW JERSEY FOUNDATION | ||||||||
| PO BOX 7718 | Ewing | NJ | 086280718 | NONE | PC | Education | $10,000 | |
| COMMUNITY ARTS ASSOCIATION IN NEWTON COUNTY | ||||||||
| 1106 WASHINGTON STREET | Covington | GA | 30014 | NONE | PC | Culture, Arts & Humanities | $2,750 | |
| COMMUNITY EDUCATIONAL OUTREACH | ||||||||
| PO BOX 18874 | Denver | CO | 80218 | NONE | PC | Education | $3,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | Morristown | NJ | 079630338 | NONE | PC | Employee Disaster Relief Fund | $40,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | Morristown | NJ | 079630338 | NONE | PC | Employee Disaster Relief Fund | $25,000 | |
| COMMUNITY HEALTH CHARITIES | ||||||||
| 1199 NORTH FAIRFAX STREET 600 | Alexandria | VA | 22314 | NONE | PC | Federated Giving Programs for Employee Campaigns | $122,769 | |
| COOKIES FOR KIDS CANCER | ||||||||
| PO BOX 415 | Califon | NJ | 07830 | NONE | PC | Health | $5,000 | |
| CROSSROADS RHODE ISLAND | ||||||||
| 160 BROAD STREET | Providence | RI | 02903 | NONE | PC | Health | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 455 PATROON CREEK BOULEVARD SUITE | Albany | NY | 12206 | NONE | PC | Health | $5,000 | |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | Goleta | CA | 93117 | NONE | PC | Disaster Relief | $30,000 | |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | Goleta | CA | 93117 | NONE | PC | Disaster Relief | $37,500 | |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | Goleta | CA | 93117 | NONE | PC | Health | $10,000 | |
| DREW UNIVERSITY | ||||||||
| 36 MADISON AVENUE | Madison | NJ | 07940 | NONE | PC | Education | $5,000 | |
| ELIZABETH BUFFUM CHACE CENTER | ||||||||
| P O BOX 9476 | Warwick | RI | 02889 | NONE | PC | Community Development | $4,000 | |
| FAIRFIELD UNIVERSITY | ||||||||
| 1073 NORTH BENSON ROAD | Fairfield | CT | 06824 | NONE | PC | Education | $25,000 | |
| FAMILIES FORWARD | ||||||||
| 8 THOMAS | Irvine | CA | 92618 | NONE | PC | Community Development | $1,000 | |
| FEEDING CHILDREN EVERYWHERE | ||||||||
| 830 SOUTH RONALD REAGAN BLVD UNIT | Longwood | FL | 32750 | NONE | PC | Disaster Relief | $21,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||||
| 475 SOUTH STREET | Morristown | NJ | 07960 | NONE | PC | Health | $25,000 | |
| FOUNDATION FOR SERVICE DOG SUPPORT | ||||||||
| 5350 WEST BELL ROAD SUITE C122 | Glendale | AZ | 85308 | NONE | PC | Community Development | $7,500 | |
| FOUNDATION FOR STUDENT COMMUNICATION INC | ||||||||
| 48 UNIVERSITY PLACE | Princeton | NJ | 08544 | NONE | PC | Education | $5,000 | |
| FREEDOM HOUSE INC | ||||||||
| 2004 ROUTE 31 N UNIT 1 | Clinton | NJ | 08809 | NONE | PC | Health | $7,000 | |
| GEORGIA PROSTATE CANCER COALITION | ||||||||
| 560 BARNESLEY LANE | Alpharetta | GA | 30022 | NONE | PC | Health | $2,000 | |
| GIRLS INCORPORATED OF GREATER LOWELL | ||||||||
| 220 WORTHEN STREET | Lowell | MA | 01852 | NONE | PC | Education | $2,000 | |
| GOOD GRIEF INC | ||||||||
| 38 ELM STREET | Morristown | NJ | 07960 | NONE | PC | Health | $2,500 | |
| GOODWILL INDUSTRIES OF RHODE ISLAND | ||||||||
| 100 HOUGHTON STREET | Providence | RI | 02904 | NONE | PC | Education | $5,000 | |
| HABITAT FOR HUMANITY OF BERKELEY COUNTY | ||||||||
| 1 BELKNAP ROAD | Goose Creek | SC | 29445 | NONE | PC | Community Development | $2,000 | |
| HERMANAS CARMELITAS TERESAS DE SAN JOSE INC | ||||||||
| PO BOX 868 | Canovanas | PR | 00729 | NONE | PC | Community Development | $5,000 | |
| HERNIA REPAIR FOR THE UNDERSERVED | ||||||||
| 12370 ROSE LANE | Omaha | NE | 68154 | NONE | PC | Health | $10,000 | |
| HOMESHARING PROGRAM OF SOMERSET COUNTY INC | ||||||||
| 120 FINDERNE AVENUE | Bridgewater | NJ | 08807 | NONE | PC | Community Development | $2,500 | |
| HOPE HOSPICE & PALLIATIVE CARE RHODE ISLAND | ||||||||
| 1085 NORTH MAIN STREET | Providence | RI | 02904 | NONE | PC | Health | $5,000 | |
| HOPE WOMENS CENTER INC | ||||||||
| 1640 EAST MCDOWELL ROAD | Phoenix | AZ | 85006 | NONE | PC | Community Development | $5,000 | |
| HOPEKIDS INC | ||||||||
| PO BOX 28471 | Scottsdale | AZ | 85255 | NONE | PC | Community Development | $5,000 | |
| HYDE COLLECTION TRUST | ||||||||
| 161 WARREN STREET | Glens Falls | NY | 12801 | NONE | PC | Culture, Arts & Humanities | $5,000 | |
| INDEPENDENT COLLEGE FUND OF NEW JERSEY | ||||||||
| 797 SPRINGFIELD AVENUE | Summit | NJ | 07901 | NONE | PC | Education | $25,000 | |
| INTERNATIONAL ORGANIZATION FOR WOMEN AND | ||||||||
| DEVELOPMENT INC | Rockville Centre | NY | 11570 | NONE | PC | Health | $3,100 | 141 HARVARD AVENUE |
| IRONWOOD SPRINGS CHRISTIAN RANCH | ||||||||
| 7291 CR 6 SW | Stewartville | MN | 55976 | NONE | PC | Community Development | $5,000 | |
| IT'S ABOUT CARING FOR KIDS | ||||||||
| PO BOX 16201 | Rochester | NY | 14616 | NONE | PC | Health | $2,500 | |
| IVUMED | ||||||||
| 3269 SOUTH MAIN STREET SUITE 230 | Salt Lake City | UT | 84115 | NONE | PC | Health | $5,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F STREET NW | Washington | DC | 20566 | NONE | PC | Culture, Arts & Humanities | $33,334 | |
| JOHNS HOPKINS MEDICINE | ||||||||
| JAMES BUCHANAN BRADY UROLOGICAL INS | Baltimore | MD | 21287 | NONE | PC | Health | $20,000 | 600 NORTH WOLFE STREET CMSC 130 |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 5200 EASTERN AVENUE MFL CENTER TOW | Baltimore | MD | 21224 | NONE | PC | Health | $10,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| C/O INTERVENTIONAL RADIOLOGY DIVISI | Baltimore | MD | 21287 | NONE | PC | Education | -$109 | |
| JOY BUS | ||||||||
| PO BOX 22163 | Phoenix | AZ | 85028 | NONE | PC | Health | $1,000 | |
| JUNIOR ACHIEVEMENT OF NEW JERSEY | ||||||||
| 360 PEAR BLOSSOM DRIVE | Edison | NJ | 08837 | NONE | PC | Education | $5,000 | |
| KIDSEAT FOUNDATION | ||||||||
| 738 ARROWHEAD LANE | Murray | UT | 84107 | NONE | PC | Community Development | $1,000 | |
| LAGUNA CANYON FOUNDATION | ||||||||
| 384 LEGION STREET | Laguna Beach | CA | 92651 | NONE | PC | Education | $1,000 | |
| LAHEY CLINIC HOSPITAL INC | ||||||||
| 41 MALL ROAD | Burlington | MA | 01805 | NONE | PC | Health | $250,000 | |
| LIBERTY SCIENCE CENTER | ||||||||
| 222 JERSEY CITY BLVD LIBERTY STAT | Jersey City | NJ | 07305 | NONE | PC | Culture, Arts & Humanities | $10,000 | |
| MAKE-A-WISH FOUNDATION OF GREATER PENNSYLVANIA | ||||||||
| AND WEST VIRGINIA INC | Pittsburgh | PA | 15219 | NONE | PC | Health | $4,400 | 707 GRANT STREET SUITE 3700 |
| MAP INTERNATIONAL | ||||||||
| 4700 GLYNCO PARKWAY | Brunswick | GA | 31525 | NONE | PC | Disaster Relief | $22,500 | |
| MAP INTERNATIONAL | ||||||||
| 4700 GLYNCO PARKWAY | Brunswick | GA | 31525 | NONE | PC | Disaster Relief | $5,000 | |
| MARKLUND CHILDREN'S HOME | ||||||||
| 1S450 WYATT DRIVE | Geneva | IL | 60134 | NONE | PC | Education | $2,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | Boston | MA | 02114 | NONE | PC | Health | $20,000 | |
| MEALS ON WHEELS OF RHODE ISLAND INC | ||||||||
| 70 BATH STREET | Providence | RI | 02908 | NONE | PC | Community Development | $3,000 | |
| MEDSHARE INTERNATIONAL | ||||||||
| 3240 CLIFTON SPRINGS ROAD | Decatur | GA | 30034 | NONE | PC | Disaster Relief | $2,750 | |
| MERRIMACK VALLEY FOOD BANK | ||||||||
| PO BOX 8638 | Lowell | MA | 01853 | NONE | PC | Community Development | $2,000 | |
| MORRISTOWN NEIGHBORHOOD HOUSE ASSOCIATION | ||||||||
| 12 FLAGLER STREET | Morristown | NJ | 07960 | NONE | PC | Community Development | $5,000 | |
| NATIONAL COALITION FOR WOMEN WITH HEART DISEASE | ||||||||
| 1100 17TH STREET NW SUITE 500 | Washington | DC | 20036 | NONE | PC | Education | $25,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| 1 CENTER STREET | Newark | NJ | 07102 | NONE | PC | Culture, Arts & Humanities | $20,000 | |
| NEW JERSEY SEEDS | ||||||||
| 494 BROAD STREET SUITE 105 | Newark | NJ | 07102 | NONE | PC | Education | $20,000 | |
| NEW JERSEY SYMPHONY ORCHESTRA | ||||||||
| 60 PARK PLACE SUITE 900 | Newark | NJ | 07102 | NONE | PC | Culture, Arts & Humanities | $2,000 | |
| NEW PROVIDENCE EDUCATION FOUNDATION | ||||||||
| PO BOX 993 | New Providence | NJ | 07974 | NONE | PC | Education | $4,000 | |
| NEW PROVIDENCE FIRE DEPARTMENT | ||||||||
| 360 ELKWOOD AVENUE | New Providence | NJ | 07974 | NONE | PC | Community Development | $5,433 | |
| NEWTON COUNTY COMMUNITY FOOD PANTRY INC | ||||||||
| 7125 TURNER LAKE CIRCLE | Covington | GA | 30014 | NONE | PC | Community Development | $2,750 | |
| NEWTON COUNTY COMMUNITY PARTNERSHIP INC | ||||||||
| PO BOX 445 | Covington | GA | 30015 | NONE | PC | Education | $4,000 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | Geneva | IL | 60134 | NONE | PC | Community Development | $2,000 | |
| NORTHWESTERN UNIV FEINBERG SCHOOL OF MEDICINE | ||||||||
| DEVELOPMENT ALUMNI RELATIONS | Chicago | IL | 60611 | NONE | PC | Education | $50,000 | ARTHURD J RUBLOFF BUILDING 9TH FL |
| OSSEO WRESTLING BOOSTER CLUB | ||||||||
| 10691 100TH AVENUE NORTH | Maple Grove | MN | 55369 | NONE | PC | Community Development | $2,400 | |
| OUR HOUSE FOUNDATION INC | ||||||||
| 76 FLORAL AVENUE | New Providence | NJ | 07974 | NONE | PC | Community Development | $7,500 | |
| OVATIONS FOR THE CURE OF OVARIAN CANCER | ||||||||
| 79 MAIN STREET SUITE 202 | Framingham | MA | 01702 | NONE | PC | Education | $2,500 | |
| OVERLOOK HOSPITAL FOUNDATION | ||||||||
| 36 UPPER OVERLOOK ROAD | Summit | NJ | 079020220 | NONE | PC | Health | $25,000 | |
| OXFORD COLLEGE OF EMORY UNIVERSITY | ||||||||
| 810 WHATCOAT STREET | Oxford | GA | 30054 | NONE | PC | Education | $2,500 | |
| PAPER MILL PLAYHOUSE | ||||||||
| 22 BROOKSIDE DRIVE | Millburn | NJ | 07041 | NONE | PC | Culture, Arts & Humanities | $10,000 | |
| PEDIATRIC BRAIN TUMOR FOUNDATION | ||||||||
| 6065 ROSWELL RD NE SUITE 505 | Atlanta | GA | 30328 | NONE | PC | Health | $3,500 | |
| PROJECT HOPE THE PEOPLE-TO-PEOPLE HEALTH | ||||||||
| FOUNDATION INC | Millwood | VA | 22646 | NONE | PC | Disaster Relief | $22,500 | 255 CARTER HALL LANE PO BOX 250 |
| PROJECT HOPE THE PEOPLE-TO-PEOPLE HEALTH | ||||||||
| FOUNDATION INC | Millwood | VA | 22646 | NONE | PC | Education | $152,422 | 255 CARTER HALL LANE PO BOX 250 |
| PROJECT RENEWAL DOMESTIC VIOLENCE INTERVENTION | ||||||||
| PROGRAM INC | Conyers | GA | 30012 | NONE | PC | Community Development | $6,000 | PO BOX 1205 |
| PTA BIG CROSS STREET ELEMENTARY SCHOOL | ||||||||
| 15 BIG CROSS STREET | Glens Falls | NY | 12801 | NONE | PC | Community Development | $6,000 | |
| PTA NEW YORK CONGRESS | ||||||||
| 24 JACKSON AVENUE | Glens Falls | NY | 12801 | NONE | PC | Education | $2,000 | |
| RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION | ||||||||
| 200 NIANTIC AVENUE | Providence | RI | 02907 | NONE | PC | Community Development | $3,000 | |
| ROCKDALE CARES INC | ||||||||
| 875 DAVIS DRIVE | Conyers | GA | 30094 | NONE | PC | Health | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF PHOENIX | ||||||||
| 501 EAST ROANOKE AVENUE | Phoenix | AZ | 85004 | NONE | PC | Community Development | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF THE | ||||||||
| CAPITAL REGION | Albany | NY | 12208 | NONE | PC | Health | $5,000 | 139 SOUTH LAKE AVENUE |
| ROPER ST FRANCIS FOUNDATION | ||||||||
| 125 DOUGHTY STREET SUITE 790 | Charleston | SC | 29403 | NONE | SO I | Health | $2,000 | |
| ROSCOE READING PROGRAM | ||||||||
| PO BOX 2095 | Moncks Corner | SC | 29461 | NONE | PC | Education | $6,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 7 COLLEGE AVENUE | New Brunswick | NJ | 08901 | NONE | PC | Health | $10,000 | |
| RUTGERS UNIVERSITY FOUNDATION - CANCER | ||||||||
| INSTITUTE OF NEW JERSEY | New Brunswick | NJ | 08901 | NONE | PC | Education | $25,000 | 120 ALBANY STREET SUITE 305 |
| RUTGERS UNIVERSITY FOUNDATION - CANCER | ||||||||
| INSTITUTE OF NEW JERSEY | New Brunswick | NJ | 08901 | NONE | PC | Education | $25,000 | 120 ALBANY STREET SUITE 305 |
| SAGE ELDERCARE INC | ||||||||
| 290 BROAD STREET | Summit | NJ | 07901 | NONE | PC | Community Development | $15,000 | |
| SAMARITANS OF RHODE ISLAND | ||||||||
| PO BOX 9086 | Providence | RI | 02940 | NONE | PC | Health | $5,000 | |
| SAVE THE BAY INC | ||||||||
| 100 SAVE THE BAY DRIVE | Providence | RI | 02905 | NONE | PC | Environmental Quality & Protection | $2,000 | |
| SENIOR SERVICES CENTER OF THE CHATHAMS | ||||||||
| 58 MEYERSVILLE ROAD | Chatham | NJ | 07928 | NONE | PC | Health | $1,000 | |
| SHAKESPEARE THEATRE OF NEW JERSEY | ||||||||
| 3 VREELAND ROAD | Florham Park | NJ | 07932 | NONE | PC | Culture, Arts & Humanities | $1,000 | |
| SPECIAL OLYMPICS GEORGIA | ||||||||
| 6046 FINANCIAL DRIVE | Norcross | GA | 30071 | NONE | PC | Health | $2,000 | |
| SPECIAL OLYMPICS GEORGIA | ||||||||
| 6046 FINANCIAL DRIVE | Norcross | GA | 30071 | NONE | PC | Community Development | $2,750 | |
| SPECIAL OLYMPICS NEW JERSEY | ||||||||
| 1 EUNICE KENNEDY SHRIVER WAY | Lawrenceville | NJ | 08648 | NONE | PC | Community Development | $2,500 | |
| SPECIAL OLYMPICS NEW YORK | ||||||||
| 504 BALLTOWN ROAD BLDG 12C | Schenectady | NY | 12304 | NONE | PC | Community Development | $1,500 | |
| SPECTRUM 360 | ||||||||
| 1 SUNSET AVENUE | Verona | NJ | 07044 | NONE | PC | Community Development | $5,000 | |
| ST PETER'S HOSPITAL FOUNDATION | ||||||||
| 254 EASTON AVENUE | New Brunswick | NJ | 08901 | NONE | PC | Health | $5,000 | |
| STEFFEN THOMAS MUSEUM & ARCHIVES | ||||||||
| 4200 BETHANY ROAD | Buckhead | GA | 30625 | NONE | PC | Culture, Arts & Humanities | $3,500 | |
| SUMMIT SPEECH SCHOOL | ||||||||
| 705 CENTRAL AVENUE | New Providence | NJ | 07974 | NONE | PC | Education | $15,000 | |
| SUNY ADIRONDACK FOUNDATION | ||||||||
| 640 BAY ROAD | Queensbury | NY | 12804 | NONE | PC | Education | $5,000 | |
| SURGICAL OUTREACH FOR THE AMERICAS | ||||||||
| 12211 BLACKHEATH COURT | Saint Louis | MO | 63141 | NONE | PC | Health | $5,000 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| 44 MIDDLE AVENUE 2ND FLOOR | Summit | NJ | 07901 | NONE | PC | Health | $10,000 | |
| TENNYSON CENTER FOR CHILDREN AT COLORADO | ||||||||
| CHRISTIAN HOME | Denver | CO | 80212 | NONE | PC | Community Development | $3,000 | 2950 TENNYSON STREET |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD | ||||||||
| JUNIOR UNIVERSITY 318 CAMPUS DRIVE | Stanford | CA | 943055428 | NONE | PC | Education | $100,000 | JAMES H CLARK CENTER |
| THE NEHEMIAH WALL | ||||||||
| 822 WEST BROAD STREET | Bethlehem | PA | 18018 | NONE | PC | Community Development | $5,000 | |
| THE SENIOR CENTER OF THE KINGSBURY AND | ||||||||
| FORT EDWARD AREA | Hudson Falls | NY | 12839 | NONE | PC | Community Development | $5,000 | 78 OAK STREET |
| THE WORLD WAR II FOUNDATION | ||||||||
| 333 WHITE HORN DRIVE | Kingston | RI | 02891 | NONE | PC | Culture, Arts & Humanities | $2,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 125 S 9TH STREET SUITE 600 | Philadelphia | PA | 19107 | NONE | PC | Health | $10,000 | |
| TRI-COUNTY SCHOLARSHIP FUND | ||||||||
| 4 CENTURY DRIVE | Parsippany | NJ | 07054 | NONE | PC | Education | $15,000 | |
| TRINITAS HEALTH FOUNDATION | ||||||||
| PO BOX 259 | Elizabeth | NJ | 07207 | NONE | PC | Health | $5,000 | |
| UNION COUNTY PERFORMING ARTS CENTER | ||||||||
| 1601 IRVING STREET | Rahway | NJ | 07065 | NONE | PC | Culture, Arts & Humanities | $5,000 | |
| UNITED SPINAL ASSOCIATION INC | ||||||||
| 120-34 QUEENS BLVD SUITE 320 | Kew Gardens | NY | 11415 | NONE | PC | Health | $10,000 | |
| UNITED WAY OF GREATER UNION COUNTY | ||||||||
| 33 WEST GRAND STREET | Elizabeth | NJ | 07202 | NONE | PC | Federated Giving Programs for Employee Campaigns | $316,076 | |
| UNIVERSITY OF UTAH | ||||||||
| C/O HUNTSMAN CANCER FOUNDATION 500 | Salt Lake City | UT | 84108 | NONE | PC | Health | $5,000 | |
| UNIVERSITY OF UTAH | ||||||||
| WEB 1885 72 SOUTH CENTRAL CAMPUS D | Salt Lake City | UT | 84112 | NONE | PC | Education | $20,000 | |
| UNIVERSITY OF UTAH | ||||||||
| WEB 1885 72 SOUTH CENTRAL CAMPUS D | Salt Lake City | UT | 84112 | NONE | PC | Education | $18,000 | |
| UNIVERSITY OF UTAH | ||||||||
| 10 NORTH 1900 EAST | Salt Lake City | UT | 84112 | NONE | PC | Health | $19,500 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | Madison | WI | 537264090 | NONE | PC | Education | $50,000 | |
| VAL SKINNER FOUNDATION | ||||||||
| PO BOX 213 | Bay Head | NJ | 08742 | NONE | PC | Health | $20,000 | |
| VISITING NURSE ASSOCIATION OF SOMERSET HILLS | ||||||||
| 200 MT AIRY ROAD | Basking Ridge | NJ | 07920 | NONE | PC | Health | $5,000 | |
| WILLING HELPERS INC | ||||||||
| 8111 BROWN BRIDGE ROAD | Covington | GA | 30014 | NONE | PC | Community Development | $3,000 | |
| WILLING HELPERS MEDICAL INC | ||||||||
| 8111 BROWN BRIDGE ROAD | Covington | GA | 30014 | NONE | PC | Health | $8,000 | |
| WOBURN COUNCIL OF SOCIAL CONCERN INC | ||||||||
| 2 MERRIMAC STREET | Woburn | MA | 01801 | NONE | PC | Community Development | $1,000 | |
| YEAR UP PROVIDENCE | ||||||||
| 40 FOUNTAIN STREET | Providence | RI | 02903 | NONE | PC | Community Development | $2,000 | |
| YOGA ADVENTURE OHANA | ||||||||
| PO BOX 163 | Woody Creek | CO | 81656 | NONE | PC | Environmental Quality & Protection | $1,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF | ||||||||
| METROPOLITAN ATLANTA | Covington | GA | 30014 | NONE | PC | Community Development | $2,750 | 2140 NEWTON DRIVE |
| Matching Gifts - See Attachment 8 | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | NONE | PC | MATCHING GIFTS (SEE ATTACHED) | $951,055 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,408,880 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $395,592 | 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 | $333,265 | 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 | $728,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $728,974 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,000 | Amt |
| Disbursements Charitable Prps | $22,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS PORTFOLIO | StockNm |
| EOY Book Value | $10,263,651 | EOYBookValueAmt |
| EOYFMV | $10,263,651 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. BOOK/TAX DIFFERENCE | Desc |
| Amt | $74,764 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
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 | $23,252 | $0 | $0 | $23,252 |
| BANK MANAGEMENT FEE - UBS ACCT | $52,706 | $54,469 | ||
| BANK MANAGEMENT FEE-CHASE ACCT | $739 | $739 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $1,453 | $0 | $0 | $0 |
| ESTIMATED TAX PAID | $5,100 | $0 | $0 | $0 |
Comments