SALLY F & JAMES SCOTT HILL: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SALLY F & JAMES SCOTT HILL (EIN 22-3487949)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-24
- IRS object ID
- 201801449349100610
- Schema version
- 2017v2.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-24T13:27:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296226 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 223487949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY FOSS & JAMES SCOTT HILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O NANCY S HEARNE SAUL EWING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 6094523100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 COLLEGE ROAD EAST NO 4000 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHESSYE MOSELEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6094523100 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA K BAROOSHIAN | PreparerPersonNm |
| PTIN | P00284431 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| 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 | $8,387,438 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,919 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,919 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $568,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,179,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $568,089 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,277 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $125 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $690,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,010 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,010 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,423 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,423 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,683 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,205 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,649 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,649 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,588 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,659 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $360,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $329,824 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $634,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,750 | CashBOYAmt |
| Cash EOY | $1,889 | CashEOYAmt |
| Cash EOYFMV | $1,889 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $212,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $207,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $207,032 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $22,000 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $50,824 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $51,971 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $57,831 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,207,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,199,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,705,213 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,490,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,855,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,415,473 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,986,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,315,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,387,438 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,983,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,983,921 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | $332,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,986,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,315,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,986,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,315,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,986,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $329,824 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,315,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,315,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN | P | $45,991 | $36,319 | $9,672 | $9,672 |
| BROWN BROTHERS HARRIMAN | P | $1,029,088 | $574,654 | $454,434 | $454,434 |
| CAPITAL GAINS DIVIDENDS | P | $103,983 | $103,983 | $103,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $568,089 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $406,262 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,560,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $366,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,922,716 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046201 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $373,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,118,691 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046053 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $419,377 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,544,744 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055585 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $371,360 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,677,370 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055615 | DistributionYr5Rt |
| Total Distribution | 0.257191 | TotalDistributionRt |
| Average Distribution | 0.051438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,002,337 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $411,624 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,343 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,967 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $310,659 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,487 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,487 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,800 | OverpaymentAmt |
| Applied To ES Tax | $12,800 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY HEARNE CO SAUL EWING | IndividualWithBooksNm |
| Phone | 6094523100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 COLLEGE RD EAST STE 4000 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406603 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ANN MCCLELLAN | ||||||||
| 4740 CONNECTICUT AVE NW APT 417 | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD HILL | ||||||||
| 178 ATLANTIC AVE | MARBLEHEAD | MA | 01945 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHESSYE HILL MOSELEY | ||||||||
| 173 LARCH ROW | WENHAM | MA | 01984 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CYNTHIA HILL DOPP | ||||||||
| 5914 WOODACRES DRIVE | BETHESDA | MD | 20816 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL O HILL | ||||||||
| 910 17TH STREET NW SUITE 800 | WASHINGTON | DC | 20006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $7,890,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,124,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,124,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,002,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,687 | TotalTaxAmt |
| Distributable Before Adj | $387,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $387,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $387,430 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $310,659 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $310,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $387,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $41,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $37,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $310,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $76,771 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $76,771 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,402 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,402 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | NONE | 509(A)(1) | GENERAL | $20,500 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | 509(A)(1) | EDUCATION | $20,000 |
| DUBLIN SCHOOL INC | |||||||
| 18 LEHMANN WAY | DUBLIN | NH | 03444 | NONE | 509(A)(1) | EDUCATION | $25,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 240 COMMERCIAL ST 4TH FL | BOSTON | MA | 02109 | NONE | 509(A)(1) | GENERAL | $1,000 |
| HILLWOOD ESTATE MUSEUM & GARDENS | |||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | NONE | 509(A) | GENERAL | $10,000 |
| HISTORIC MORVEN INC | |||||||
| 55 STOCKTON ST | PRINCETON | NJ | 08540 | NONE | 509(A)(2) | GENERAL | $3,000 |
| JOHNS HOPKINS MEDICINE | |||||||
| 550 NORTH BROADWAY STE 731 | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | EDUCATION | $2,500 |
| KIPP MASSACHUSETTS INC | |||||||
| 90 HIGH ROCK ST | LYNN | MA | 01902 | NONE | 509(A)(1) | EDUCATION | $35,000 |
| MASSACHUSETTS GENERAL CANCER CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | 509(A)(1) | GENERAL | $10,000 |
| PRINCETON HEALTHCARE SYSTEM FOUNDATION | |||||||
| 3626 US HIGHWAY 1 | PRINCETON | NJ | 08540 | NONE | 509(A)(1) | GENERAL | $25,000 |
| PROJECT RENEWAL INC | |||||||
| 200 VARICK ST NO 9TH FLOOR | NEW YORK | NY | 10014 | NONE | 509(A)(1) | GENERAL | $1,000 |
| RAW ARTS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | 509(A)(1) | EDUCATION | $3,000 |
| ROOM TO GROW NATIONAL INC | |||||||
| 142 BERKLEY ST | BOSTON | MA | 02116 | NONE | 509(A)(1) | EDUCATION | $4,500 |
| SEABURY RESOURCES FOR AGING | |||||||
| 6031 KANSAS AVENUE NW | WASHINGTON | DC | 20001 | NONE | 509(A)(1) | GENERAL | $15,000 |
| TEACH FOR AMERICA | |||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | 509(A)(1) | EDUCATION | $36,000 |
| THE ASSOCIATION FOR COMMUNITY LIVING INC (WHOLE CHILDREN) | |||||||
| 41 RUSSELL ST | HADLEY | MA | 01035 | NONE | 509(A)(2) | GENERAL | $2,000 |
| TRINITY COUNSELING SERVICE | |||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | NONE | 509(A)(1) | BEREAVEMENT COUNSELING | $60,500 |
| US NATIONAL ARBORETUM | |||||||
| 3501 NEW YORK AVE NE | WASHINGTON | DC | 20002 | NONE | 509(A)(1) | GENERAL | $10,000 |
| WOMEN'S FUND OF ESSEX COUNTY | |||||||
| 175 ANDOVER ST SUITE 101 | DANVERS | MA | 01923 | NONE | 509(A)(1) | GENERAL | $3,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2033 K STREET NW SUITE 300 | WASHINGTON | DC | 20052 | NONE | 509(A)(1) | EDUCATION | $5,000 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 212042794 | NONE | 509(A)(1) | EDUCATION | $1,000 |
| PRINCETON DAY SCHOOL | |||||||
| 650 GREAT ROAD | PRINCETON | NJ | 08550 | NONE | 509(A)(1) | EDUCATION | $1,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE ROAD | MILTON | MA | 02186 | NONE | 509(A)(1) | EDUCATION | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | 509(A)(1) | GENERAL | $1,000 |
| RECLAIM CHILDHOOD INC | |||||||
| 1288 COLUMBUS AVENUE 162 | SAN FRANCISCO | CA | 94133 | NONE | 509(A)(1) | GENERAL | $1,000 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE PO BOX 250 | MILLWOOD | VA | 22646 | NONE | 509(A)(1) | GENERAL | $2,000 |
| INSTITUTE FOR SOCIO-ECOLOGICAL RESEARCH | |||||||
| PO BOX 3151 LAJAS | PUERTO RICO | PR | 00667 | NONE | 509(A)(1) | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,919 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,097 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,277 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $568,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $690,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $690,382 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DICICCO, GULMAN, & COMPANY | CategoryTxt |
| Amt | $5,423 | Amt |
| Net Investment Income | $5,423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY DOES NOT REQUIRE COPIES OF THE 990-PF TO BE FILED WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US LARGE CAPITAL EQUITY | $2,093,281 | $3,599,125 |
| REAL ASSETS | $106,300 | $106,088 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $51,971 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $57,831 | 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 | CAPITAL EQUITY AND STRATEGIC EQUITY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,855,500 | BookValueAmt |
| EOYFMV | $4,415,473 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SAUL EWING LLP | CategoryTxt |
| Legal Fees | $4,010 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,010 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,521 | $1,521 | $0 |
| ADR FEES | $67 | $67 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL REFUND | $4,152 | $0 | $4,152 |
| MISC. INCOME | $2,000 | $0 | $2,000 |
| CLASS ACTION INCOME | $125 | $125 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN BROTHERS HARRIMAN | CategoryTxt |
| Amt | $39,683 | Amt |
| Net Investment Income | $39,683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,205 | Amt |
| Net Investment Income | $3,205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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