TWIN CHIMNEY INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TWIN CHIMNEY INC (EIN 22-2787076)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-15
- IRS object ID
- 201832889349100008
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-15T09:35:54-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232472424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitcairn Trust Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Township Line Road Ste 3000 | AddressLine1Txt |
| City | Jenkintown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222787076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Twin Chimney Inc | BusinessNameLine1Txt |
| Business Name Line2 | C/O PITCAIRN TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWIN | BusinessNameControlTxt |
| Phone | 2158876700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Township Line Rd STE 3000 | AddressLine1Txt |
| City | Jenkintown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F Helmut Weymar | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2158876700 | PhoneNum |
| Signature | 2018-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew R Hilbert | PreparerPersonNm |
| PTIN | P01437997 | PTIN |
| Phone | 2158876700 | PhoneNum |
| Preparation | 2018-10-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.202.188.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-15 | IPDt |
| IP Tm | 09:21:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 087B75EDCD62C9634ED1B8A96C004FC229F98262 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 087B75EDCD62C9634ED1B8A96C004FC229F98262 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,138,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,788 | 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 |
| Other Expenses Rev And Expnss | $41,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $419,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $461,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $419,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$419,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,369 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,006,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,544,677 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,960,388 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,107,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,723,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,138,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,107,898 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,723,046 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,107,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,723,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,107,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,723,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,107,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$419,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,651 | OtherIncreasesAmt |
| Subtotal | $1,723,046 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,723,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publically Traded Securities | $101,396 | $103,112 | -$1,716 | -$1,716 | |||
| Publically Traded Securities | $263,551 | $256,992 | $6,559 | $6,559 | |||
| Special Opportunities Fund III Dist > Basis | $36,713 | $36,713 | $36,713 | P | 2006-03-01 | 2017-11-30 | |
| Select Invest ARV SPB | $195 | $195 | $195 | P | 2010-04-01 | 2017-11-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,751 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $489,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,978,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164206 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $476,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,490,735 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.136480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $436,701 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,940,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $235,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,550,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066318 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $196,808 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,721,846 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052879 | DistributionYr5Rt |
| Total Distribution | 0.530717 | TotalDistributionRt |
| Average Distribution | 0.106143 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,719,998 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $288,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $288,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $419,591 | 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 | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,011 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,011 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,010 | OverpaymentAmt |
| Applied To ES Tax | $2,010 | 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 | PITCAIRN TRUST COMPANY | IndividualWithBooksNm |
| Phone | 2158876700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE RD STE 3000 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| F HELMUT WEYMAR | ||||||||
| 234 W DELAWARE AVENUE | PENNINGTON | NJ | 08534 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROLINE S WEYMAR | ||||||||
| 234 W DELAWARE AVENUE | PENNINGTON | NJ | 08534 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MATTHEW D WEYMAR | ||||||||
| 234 W DELAWARE AVENUE | PENNINGTON | NJ | 08534 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EMILY B WEYMAR VAN DIXHOORN | ||||||||
| 234 W DELAWARE AVENUE | PENNINGTON | NJ | 08534 | 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 | $2,721,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,761,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,761,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,719,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $135,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $419,591 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $419,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $419,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,253 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,370 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $301,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $340,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $953,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $419,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,592 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,237,436 | 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 | $11,253 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,226,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,370 | ExcessFromYear4Amt |
| Excess From Year3 | $241,725 | ExcessFromYear3Amt |
| Excess From Year2 | $301,879 | ExcessFromYear2Amt |
| Excess From Year1 | $340,617 | ExcessFromYear1Amt |
| Excess From Current Year | $283,592 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F HELMUT WEYMAR | ContributingManagerNm |
| Contributing Manager | CAROLINE S WEYMAR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 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 SAFE PLACE | ||||||||
| 5B Windy Way | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Advancing Native Missions | ||||||||
| PO Box 5303 | Charlottesville | VA | 22905 | NONE | PUBLIC CHARITY | General Support | $3,200 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 17500 | New BRUNSWICK | NJ | 089067500 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3375 20TH STREET | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| American Enterprise Institute | ||||||||
| 1789 Massachusetts Ave NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| ONE UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 086919984 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| AMERICAN RED CROSS OF CENTRAL NJ | ||||||||
| 707 ALEXANDER ROAD SUITE 101 | PRINCETON | NJ | 085406331 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| AMERICAN TINNITUS ASSOCIATION | ||||||||
| PO Box 5 | PORTLAND | OR | 972070005 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Argus Community | ||||||||
| 760 E 160th Street | Bronx | NY | 10456 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| ARTISTS ASSOCIATION OF NANTUCKET | ||||||||
| PO BOX 1104 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Assist PC | ||||||||
| 5101-D Backlick Road | Annandale | VA | 22003 | NONE | PUBLIC CHARITY | General Support | $200 | |
| Association for Advancement of Mental Health | ||||||||
| 819 ALEXANDER ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BOSTON MEDFLIGHT | ||||||||
| HANGER 1727 HANSCOM AIR FORCE BASE | BEDFORD | MA | 01730 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Boys & Girls Clubs of the Midlands | ||||||||
| 500 Gracern Road | Columbia | SC | 29210 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Boys & Girls Clubs of Trenton & Mercer | ||||||||
| 212 Centre Street | Trenton | NJ | 086112217 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $650 | |
| BROWN UNIVERSITY | ||||||||
| BOX 1877 | PROVIDENCE | RI | 029129936 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CAPE AND ISLANDS NPR STATIONS | ||||||||
| PO BOX 82 | WOODS HOLE | MA | 025439901 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $350 | |
| CENTER FOR EDUCATION REFORM | ||||||||
| 1901 L Street NW Suite 705 | Washington | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| Center for Supportive Schools | ||||||||
| 911 Commons Way | PrINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | General Support | $2,000 | |
| CHOATE ROSEMARY HALL | ||||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Community Foundation for Nantucket | ||||||||
| PO Box 204 | Nantucket | MA | 02554 | NONE | PUBLIC CHARITY | General Support | $6,000 | |
| Compassion & Choices | ||||||||
| PO Box 101810 | Denver | CO | 80250 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| Coney Island Prep | ||||||||
| 501 West Avenue 3rd Floor | Brooklyn | NY | 11224 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| Cornerstone Schools of Washington DC | ||||||||
| 3742 Ely Place SE | Washington | DC | 20019 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| CORRECTIONAL ASSOCIATION OF NY | ||||||||
| 2090 ADAM CLAYTON POWELL BLVD 200 | NEW YORK | NY | 100275082 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Cure Alzheimer's Fund | ||||||||
| 34 Washington Street Suite 200 | WELLESLEY Hills | MA | 02481 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| D&R GREENWAY LAND TRUST | ||||||||
| ONE PRESERVATION PLACE | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE W 6TH FLOOR | BROOKLINE | MA | 024457226 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| DOMINION CHRISTIAN SCHOOL | ||||||||
| 10922 VALE ROAD | OAKTON | VA | 22124 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,200 | |
| EDEN INSTITUTE FOUNDATION | ||||||||
| 2 Merwick Road | PRINCETON | NJ | 085409336 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | 600 |
| Excellent Education for Everyone Inc | ||||||||
| 100 Walnut Avenue Suite 103 | Clark | NJ | 07066 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| Family Guidance Center | ||||||||
| 1931 Nottingham Way | Hamilton | NJ | 08619 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| GEORGE STREET PLAYHOUSE | ||||||||
| 9 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 089011903 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| Greenwich Roundtable | ||||||||
| PO Box 4019 | Greenwich | CT | 06831 | NONE | PUBLIC CHARITY | General Support | $500 | |
| HITOPS INC | ||||||||
| 21 WIGGINS STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| HUGENOT FELLOWSHIP | ||||||||
| PO BOX 877 | GLENSIDE | PA | 19038 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| Hyde School | ||||||||
| 616 High Street | Bath | ME | 04530 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| INSTITUTE FOR ADVANCED STUDY | ||||||||
| EINSTEIN DRIVE | PRinceton | NJ | 08540 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| Isles Inc | ||||||||
| 10 Wood Street | Trenton | NJ | 086189954 | NONE | PUBLIC CHARITY | General Support | $35,000 | |
| JerseyCan | ||||||||
| 1625 K Street NW SUite 400 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | General Support | $20,000 | |
| JOINT EFFORT COMMUNITY SPORTS PROGRAM | ||||||||
| 3570 Monaco Parkway | Denver | CO | 80207 | NONE | PUBLIC CHARITY | General Support | $250 | |
| KENT PLACE SCHOOL | ||||||||
| 42 Norwood Avenue | SUMMIT | NJ | 07901 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Khan Academy | ||||||||
| PO Box 1630 | Mountain View | CA | 94042 | NONE | PUBLIC CHARITY | General Summary | $1,000 | |
| LANDMARK HOUSE | ||||||||
| 144 ORANGE STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| MARIA MITCHELL ASSOCIATION | ||||||||
| 4 VESTAL STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Massachusetts Institute of Technology | ||||||||
| 77 Mass Avenue 4-240 | Cambridge | MA | 021394307 | NONE | PUBLIC CHARITY | General Support | $32,500 | |
| McCarter Theatre | ||||||||
| 91 University Place | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | General Support | $55,000 | |
| MISSION TO THE WORLD | ||||||||
| PO BOX 744165 | ATLANTA | GA | 30374 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Morven Museum & Garden | ||||||||
| 55 Stockton Street | PrINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| MUSEUM OF MODERN ART | ||||||||
| PO Box 3948 | NEW YORK | NY | 102771897 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $360 | |
| Nantucket Atheneum | ||||||||
| PO Box 808 One India Street | Nantucket | MA | 02554 | NONE | PUBLIC CHARITY | General Support | $27,000 | |
| Nantucket Community Music Center | ||||||||
| PO Box 1352 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| NANTUCKET CONSERVATION FOUNDATION | ||||||||
| PO BOX 13 | NANTUCKET | MA | 025540013 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect Street | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | General Support | $11,000 | |
| Nantucket Dreamland Foundation | ||||||||
| PO Box 989 12 Oak Street | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NANTUCKET FIREMAN'S ASSOCIATION | ||||||||
| 131 PLEASANT STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NANTUCKET HABITAT FOR HUMANITY | ||||||||
| 2 GREGLEN AVENUE PMB 54 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Nantucket Montessori School | ||||||||
| PO Box 2121 | NANTUCKET | MA | 02584 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Nantucket Safe Harbor for Animals | ||||||||
| PO Box 2844 | NANTUCKET | MA | 02584 | NONE | PUBLIC CHARITY | General Support | $250 | |
| NANTUCKET SUSTAINABLE DEV CORP | ||||||||
| PO BOX 1244 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Nantucket Theatre Institute | ||||||||
| 5 North Water Street | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| NATURE CONSERVANCY | ||||||||
| PO Box 6014 | Albert Lea | MN | 560076614 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NEW JERSEY SEEDS | ||||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Palliative and Supportive Care of Nantucket | ||||||||
| 57 Prospect Street | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| PARTNERSHIP FOR AFTER SCHOOL EDUCATION | ||||||||
| 120 BROADWAY SUITE 3048 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Passage Theatre Company | ||||||||
| PO Box 967 | Trenton | NJ | 086050967 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| PENNINGTON FIRE COMPANY | ||||||||
| PO BOX 141 | PENNINGTON | NJ | 08534 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| PENNINGTON FIRST AID SQUAD | ||||||||
| 110 Broemel Place | PENNINGTON | NJ | 08534 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| PINGRY SCHOOL | ||||||||
| 131 Martinsville Road | Basking Ridge | NJ | 07920 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 | |
| PLAN SMART NJ | ||||||||
| 118 W STATE STREET | TRENTON | NJ | 08608 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Princeton Area Community Foundation | ||||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $39,500 | |
| PRINCETON CHILD DEVELOPMENT INSTITUTE | ||||||||
| 300 COLD SOIL ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| PRINCETON COMMUNITY HOUSING | ||||||||
| One Monument Drive | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Princeton Future Inc | ||||||||
| PO Box 1172 | Princeton | NJ | 08542 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| PRINCETON HEALTHCARE SYSTEM FOUNDATION | ||||||||
| 3626 US Route One | PRINCETON | NJ | 085409918 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Princeton High School | ||||||||
| 151 Moore Street | Princeton | NJ | 08540 | NONE | PUBLIC CHARITY | General Support | $500 | |
| PRINCETON NURSERY SCHOOL | ||||||||
| 78 LEIGH AVENUE | PRINCETON | NJ | 08542 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| Princeton Public Library | ||||||||
| 65 Witherspoon Street | PRINCETON | NJ | 08542 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| PRINCETON SENIOR RESOURCE CENTER | ||||||||
| 45 STOCKTON STREET | PRINCETON | NJ | 085406812 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| PRINCETON Symphony BRAVO | ||||||||
| PO Box 250 | PRINCETON | NJ | 085420250 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| PRINCETON YWCA | ||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | General Support | $1,000 | |
| Reformed International Theological Education | ||||||||
| 115 SPRING LEAF DRIVE | ST PETERS | MO | 63376 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $255 | |
| ROBIN HOOD | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| SANKATY HEAD FOUNDATION INC | ||||||||
| PO BOX 875 | SIASCONSET | MA | 02564 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SCONSET TRUST | ||||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $11,000 | |
| Shining Hope for Communities | ||||||||
| 175 Varick Street 6th Floor | New York | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Siasconset Union Chapel Corporation | ||||||||
| PO Box 400 | SIASCONSET | MA | 02564 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| Small Friends on Nantucket | ||||||||
| PO Box 2826 | NANTUCKET | MA | 02584 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| STONY BROOK ASSOCIATION | ||||||||
| 31 TITUS MILL ROAD | PENNINGTON | NJ | 085349946 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE PETEY GREENE PROGRAM | ||||||||
| 9 MERCER STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| The TRUSTEES OF RESERVATIONS | ||||||||
| 572 ESSEX STREET | BEVERLY | MA | 019151530 | NONE | PUBLIC CHARITY | General Support | $250 | |
| THEATRE WORKSHOP OF NANTUCKET | ||||||||
| PO BOX 1297 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| THIRTEENWNET | ||||||||
| 450 W 33RD STREET | NEW YORK | NY | 100012605 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Truth for Life | ||||||||
| PO Box 398000 | Cleveland | OH | 441399000 | NONE | PUBLIC CHARITY | General Support | $100 | |
| United Way of Greater Mercer County | ||||||||
| 3150 Brunswick Pike Suite 230 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Urban Assembly | ||||||||
| 90 Broad Street Suite 2101 | New York | NY | 10004 | NONE | PUBLIC CHARITY | General Support | $5,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 233 BROADWAY 12TH FLOOR | NEW YORK | NY | 10279 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 024818203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WESTMINISTER Theological SEMINARY | ||||||||
| PO Box 27009 | PHILADELPHIA | PA | 19118 | None | PUBLIC CHARITY | General Support | $1,200 | |
| WHYY | ||||||||
| 150 N SIXTH STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Woods Hole Research Center | ||||||||
| 149 Woods Hole Road | Falmouth | MA | 025401644 | NONE | PUBLIC CHARITY | General Support | $2,500 | |
| YOUNG AUDIENCES NEW JERSEY | ||||||||
| 200 FORRESTAL ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Princeton University Prof Wang Gerrymander Research | ||||||||
| 330 Alexander St Helm Bldng | Princeton | NJ | 08540 | NONE | PUBLIC CHARITY | General Support | $10,000 | |
| Selfhelp Community Services Inc | ||||||||
| 520 Eighth Avenue | New York | NY | 10018 | NONE | PUBLIC CHARITY | General Support | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,565 | 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 | $37 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,751 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,788 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,788 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Organization is exempt from filing pursuant to New Jersey Charitable Registration Act. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CIBUS GLOBAL LTD | AT COST | $111,812 | $0 |
| Learnlaunchx LLC | AT COST | $100,812 | $100,812 |
| Market Realist Inc | AT COST | $190,579 | $190,579 |
| PanTheryx Inc | AT COST | $525,003 | $1,050,005 |
| Pearl River Royalty Company II LLC | AT COST | $220,470 | $220,470 |
| Robert Baird & Co Securities Account | AT COST | $56,314 | $132,120 |
| WESTFORD SPECIAL SITUATIONS FUND II LTD | AT COST | $225,244 | $1,058,812 |
| Wolver Hill Japan O/S Fund | AT COST | $114,443 | $114,443 |
| Special Opportunities Fund | AT COST | $0 | $93,147 |
| Goldman Sachs GMLPX Fund | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEES | $33,296 | $33,296 | $0 |
| STATE REGISTRATION FEES | $26 | $0 | $26 |
| Partnership Loss - Reclassification of Net Loss from Other Income | $8,404 | $8,404 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book adjustments not on 990_PF | Desc |
| Amt | $34,651 | Amt |
Comments