THE HAROLD B & DOROTHY A SNYDER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE HAROLD B & DOROTHY A SNYDER FOUNDATION (EIN 22-2316043)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-12
- IRS object ID
- 201820439349100407
- Schema version
- 2016v3.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-12T14:00:03-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 EISENHOWER PARKWAY | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222316043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD B & DOROTHY A SNYDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNYD | BusinessNameControlTxt |
| Phone | 7328870001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 169 | AddressLine1Txt |
| City | silver spring | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175750169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | paul cortese | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7328870001 | PhoneNum |
| Signature | 2018-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diana Miller | PreparerPersonNm |
| PTIN | P01597612 | PTIN |
| Phone | 9739949400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.84.34.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-12 | IPDt |
| IP Tm | 09:05:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2C9066CBAD6E24850F041ED06222DAA14357ED9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 86A0DE2651BC4DDE9CC81C1D2C5EC0C83D586E3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,393,768 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $207,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,119 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $194,471 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $194,471 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $194,471 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $263,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $439,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,424 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $248 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $248 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $665,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $665,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,407 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,126 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,333 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,166 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,402 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $967 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,359 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,359 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $13,292 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,329 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,634 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,547 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,222 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $162,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $638,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $532,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $604,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,677 | CashBOYAmt |
| Cash EOY | $24,670 | CashEOYAmt |
| Cash EOYFMV | $24,670 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $7,554 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,743 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,743 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,514,860 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $686,962 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $830,257 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $827,898 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,100,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,753,975 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,758,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,758,491 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $487,211 | OtherAssetsBOYAmt |
| Other Assets EOY | $499,864 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $499,864 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,214,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,121,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,393,768 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,579 | AccountsPayableEOYAmt |
| Grants Payable BOY | $225,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $225,000 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $14,818 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $15,263 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $99,004 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $99,004 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $338,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $349,846 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,875,852 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,771,820 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,875,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,771,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,214,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,121,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,875,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $868,875 | OtherIncreasesAmt |
| Subtotal | $11,771,820 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,771,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| VANGUARD | $334,901 | $175,740 | $159,161 | $159,161 | |
| Capital Gains Dividends | $104,263 | $104,263 | $104,263 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,424 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,729 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,367,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,387 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,533,886 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014253 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $445,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,594,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $595,844 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,460,967 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070423 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $452,296 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,758,345 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058298 | DistributionYr5Rt |
| Total Distribution | 0.201246 | TotalDistributionRt |
| Average Distribution | 0.040249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,164,285 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $489,600 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,047 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $495,647 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $532,775 | 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 | $6,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,453 | OverpaymentAmt |
| Applied To ES Tax | $6,453 | 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 |
| 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 | http://thesnyderfoundation.org | WebsiteAddressTxt |
| Individual With Books | Malesardi Quackenbush Swift and C | IndividualWithBooksNm |
| Phone | 2015674100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N Dean Street Suite 5 | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Cortese | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | CHAIRPERSON | 1.00 | $3,000 | $0 | $0 |
| J VERNON WHITTENBURG | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | SECRETARY | 2.00 | $4,000 | $0 | $0 |
| LAURA STAMMEL | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | TREASURER | 1.00 | $4,000 | $0 | $0 |
| Arline S Cortese | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| Ethel Washington | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 1.00 | $2,500 | $0 | $0 |
| JOHN NOLAN | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 11.00 | $38,250 | $0 | $0 |
| Richard Cortese | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 1.00 | $3,500 | $0 | $0 |
| SHANNON CORTESE | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | TRUSTEE | 2.00 | $4,500 | $0 | $0 |
| PAUL CORTESE | ||||||||
| po box 169 | SILVER SPRING | PA | 175750169 | EXEC. DIRECTOR FROM 5/17 | 20.00 | $58,250 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL CORTESE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 169 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175750169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC. DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $58,250 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,151,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,349,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,349,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,164,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $608,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $608,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,047 | TotalTaxAmt |
| Distributable Before Adj | $602,167 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $602,167 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $602,167 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $532,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $532,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,047 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $526,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $602,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $188,590 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $263,140 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $532,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $532,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $69,392 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,392 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $193,748 | 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 | $5,158 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $188,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $188,590 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW JERSEY INSTITUTE of TECHNOLOGY UNIVERSITY | |||||||
| 141 summit street | newark | NJ | 07102 | NONE | university | College Scholarships | $16,000 |
| seton hall university | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | UNIVERsity | COLLEGE SCHOLARSHIPS | $36,000 |
| KEAN UNIVERSITY FOUNDATION | |||||||
| 1000 morris avenue | UNION | NJ | 07083 | NONE | UNIVERSITY | COLLEGE SCHOLARSHIPS | $32,500 |
| Trinitas Health Foundation | |||||||
| PO Box 259 | Elizabeth | NJ | 072070256 | none | medical center | Central nurse's station monitor and Patient monitor | $57,000 |
| Bloomfield College | |||||||
| 467 Franklin St | Bloomfield | NJ | 07003 | NONE | COLLEGE | COLLEGE SCHOLARSHIPS; and Peer Monitoring/tutoring program | $62,500 |
| Newark Boys Chorus School | |||||||
| 1016 Broad St | Newark | NJ | 07102 | NONE | SCHOOL | Wireless Keyboard Lab $7,500, Ipad Pro $2,500 and Breakfast Lunch Program $2,500, Grant $4,100 IPadm | $23,100 |
| Family Resource Associates | |||||||
| 35 Haddon Ave | Shrewsbury | NJ | 07702 | NONE | FAMILY CENTER | toward capital campaign for automatic accessible doors in new facility to be built | $15,000 |
| Habitat for Humanity of plainfield | |||||||
| 2 Randolph Rd | Plainfield | NJ | 07060 | NONE | HOME CONSTRUCTION | Memorial gift grant in memory of Rev. Charles Brackbill -towards the purchase of 2 lots | $5,000 |
| Josephine's Place | |||||||
| 622 Elizabeth Ave | Elizabeth | NJ | 07206 | NONE | SCHOOL | Capacity Grant | $11,000 |
| SAMARITAN'S PURSE | |||||||
| PO Box 3000 | Boone | NC | 28607 | NONE | CHRISTIAN RELIEF MIN | GRANT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,100 | 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 | $207,119 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $194,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,424 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $665,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $665,262 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 1979-01-01 | $776,600 | L | $0 | $0 | ||
| BUILDING | 1979-01-01 | $673,400 | SL | $0 | $0 | $673,400 | 27.500000000000 |
| Building Improvement | 2012-01-01 | $64,860 | SL | $2,359 | $2,359 | $11,203 | 27.500000000000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY HAS NO REGISTRATION REQUIREMENT FOR AN ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT FISCAL YEAR. | ExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $776,600 | $0 | $776,600 |
| BUILDING | $673,400 | $673,400 | $0 |
| Building Improvement | $64,860 | $13,562 | $51,298 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard | FMV | $10,755,991 | $10,755,991 |
| Investments in Amwell Valley Co | FMV | $2,500 | $2,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $31,665 | LegalFeesAmt |
| Net Investment Income | $6,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,166 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Rent | Desc |
| BOY Book Value | $487,211 | BOYBookValueAmt |
| EOY Book Value | $499,864 | EOYBookValueAmt |
| EOYFMV | $499,864 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $14,728 | $2,209 | $11,782 |
| miscellaneous | $13,380 | $1,338 | $9,440 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $248 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $248 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $248 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gain on securities | Desc |
| Amt | $868,875 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposits | Desc |
| BOY Book Value | $99,004 | BOYBookValueAmt |
| EOY Book Value | $99,004 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $24,902 | $24,902 | $0 |
| FINANCIAL CONSULTANTS | $18,500 | $18,500 | $0 |
| contract services | $1,376 | $0 | $967 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| excise tax | $6,047 | $0 | $0 |
| FICA | $7,153 | $0 | $0 |
Comments