TYLER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 22-6499512)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201833099349100218
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T11:00:17-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814895946 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIMLANTZ CPAS & ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 DUKE STREET SUITE 110 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | 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 | 226499512 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TYLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TYLE | BusinessNameControlTxt |
| Phone | 9082360933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WATER STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN M CARTER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9082360933 | PhoneNum |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL ABBOU CPA | PreparerPersonNm |
| PTIN | P00050688 | PTIN |
| Phone | 7032996565 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.5.206.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-05 | IPDt |
| IP Tm | 10:56:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B375BAF3BD5DD8B8B4C267918E6F9C976645C7F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 915F430D44968F5DDBC49B6039F700908B8AA1BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | 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 | $12,809,026 | 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 |
| Interest On Sav Rev And Expnss | $3,365 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,365 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $351,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $334,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,835,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $334,225 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,335 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $709,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $688,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,771 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $124,388 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,383 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,560 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,113 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $646,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $646,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $851,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $699,733 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $542,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,825 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $251,027 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $275,204 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $277,688 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,116,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,438,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,504,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,243,183 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $586,081 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $592,223 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,033,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,024,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,115,580 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,784,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,642,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,809,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,784,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,642,775 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,784,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,642,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,784,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,642,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,784,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $10,642,775 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,642,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,835,357 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,501,132 | CostOrOtherBasisAmt |
| Gain Or Loss | $334,225 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $334,225 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $334,225 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $546,758 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,755,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046512 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $609,904 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,322,726 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049494 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $590,932 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,446,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $541,603 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,862,581 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045656 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $521,076 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,011,345 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047322 | DistributionYr5Rt |
| Total Distribution | 0.236463 | TotalDistributionRt |
| Average Distribution | 0.047293 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,233,512 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $578,559 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,422 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $583,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $699,733 | 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 | $5,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,802 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,802 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $1,365 | OverpaymentAmt |
| Applied To ES Tax | $1,365 | 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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN M CARTER JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082360933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WATER STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| NORMAN M CARTER JR | ||||||||
| 2 WATER STREET | LEBANON | NJ | 08833 | CO-TRUSTEE | 5.00 | $17,794 | $0 | $0 |
| CLAUDIA CREO | ||||||||
| 1139 CEDAR DALE LANE | ALEXANDRIA | VA | 22308 | CO-TRUSTEE | 5.00 | $17,794 | $0 | $0 |
| CHELSEA CREO SHARON | ||||||||
| 2501 PORTER STREET NW APT 320 | WASHINGTON | DC | 20008 | CO-TRUSTEE | 5.00 | $17,794 | $0 | $0 |
| PNC BANK NA | ||||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | CO-TRUSTEE | 5.00 | $124,388 | $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 | $12,025,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $394,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,419,809 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,419,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,233,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $611,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $611,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,422 | TotalTaxAmt |
| Distributable Before Adj | $606,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $606,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $606,254 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $699,733 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $699,733 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,422 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $694,311 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $606,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $532,920 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $699,733 | QualifyingDistributionsAmt |
| Applied To Year1 | $532,920 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $439,441 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NORMAN M CARTER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WATER STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9082360933 | RecipientPhoneNum |
| Recipient Email Address | MAC1588@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 08/31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 1 UNION STREET STE 301 | ROBBINSVILLE | NJ | 08691 | PC | GENERAL SUPPORT | $133,230 |
| OUR HOUSE INC | ||||||
| 76 FLORAL AVENUE | NEW PROVIDENCE | NJ | 07974 | PC | MEDICAL EQUIP FOR RESIDENTS | $2,450 |
| BONNIE BRAE | ||||||
| 3415 VALLEY ROAD | LIBERTY CORNER | NJ | 07938 | PC | CAP. CAMPAIGN AND SUMMER PRGM | $15,000 |
| NEW JERSEY AUDUBON SOCIETY | ||||||
| 9 HARDSCRABBLE ROAD | BERNARDSVILLE | NJ | 07924 | PC | ON CALL: AFTERSCHOOL PROGRAM | $10,000 |
| BOYS AND GIRLS CLUB OF UNION INC | ||||||
| 1050 JEANETTE AVENUE | UNION | NJ | 07083 | PC | CAREER LAUNCH | $5,000 |
| MIDLAND SCHOOL | ||||||
| PO BOX 5026 | NORTH BEACH | NJ | 08876 | PC | HANDICAP ACCESSIBLE DOORS | $8,200 |
| GREAT SWAMP WATERSHED ASSOCIATIO | ||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | PC | ENVIRONMENTAL EDUCATION | $15,000 |
| FOOD BANK OF SOMERSET COUNTY INC | ||||||
| PO BOX 149 | BOUND BROOK | NJ | 08805 | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| RAPTOR TRUST | ||||||
| 1390 WHITEBRIDGE ROAD | MILLINGTON | NJ | 07946 | PC | TAKE FLIGHT CAMPAIGN | $25,000 |
| PREVENTION EDUCATION INC | ||||||
| 231 LAWRENCEVILLE ROAD | LAWRENCEVILLE | NJ | 08648 | PC | CRISIS INTERVENTION | $7,500 |
| COMMUNITY HOPE INC | ||||||
| 959 ROUTE 46 EAST | PARSIPPANY | NJ | 07054 | PC | SERVICES FOR VETS AND DISABLED | $7,500 |
| COOPERATIVE HOUSING CORPORATION | ||||||
| 59 WEST END AVE | SOMERVILLE | NJ | 08876 | PC | SASH PROGRAM SUPPORT | $15,000 |
| CENTRAL JERSEY HOUSING RESOURCE | ||||||
| 600 FIRST AVENUE | RARITAN | NJ | 08869 | PC | HOUSING RESOURCE CENTER | $5,000 |
| HUNTERDON LAND TRUST | ||||||
| 111 MINE STREET | FLEMINGTON | NJ | 08822 | PC | PROGRAM SERIES | $4,240 |
| THE CENTER FOR GREAT EXPECTATION | ||||||
| 19A DELLWOOD LANE | SOMERSET | NJ | 08873 | PC | ADULT WOMEN & CHILDREN | $10,000 |
| NEW JERSEY SHARES INC | ||||||
| 1901 NORTH OLDEN AVE EXT | EWING | NJ | 08618 | PC | ENERGY ASSISTANCE FUND | $7,500 |
| CANCER SUPPORT COMMUNITY CENTRAL | ||||||
| 3 CROSSROADS DRIVE | BEDMINSTER | NJ | 07921 | PC | SUPPORT 4 FAMILIES | $15,000 |
| LAST CHANCE RANCH | ||||||
| 9 BECK ROAD | QUAKERTOWN | PA | 18951 | PC | ANIMAL MEDICAL EXPENSES | $20,000 |
| HAPPY PAWS RESCUE INC | ||||||
| 40 BONETOWN ROAD | FLEMINGTON | NJ | 08822 | PC | JAZZ MAN MEMORIAL FUND | $5,000 |
| LITERACY NEW JERSEY INC | ||||||
| 100 MENLO PARK DRIVE | EDISON | NJ | 08837 | PC | DESTINATION US CITIZENSHIP | $7,000 |
| M S KETTERING CANCER CNTR | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $133,230 |
| MATHENY SCHOOL AND HOSPITAL INC | ||||||
| 65 HIGHLAND AVENUE | PEAPACK | NJ | 07977 | PC | EXEMPT ORGANIZATION DENTAL PROGRAM | $10,000 |
| PLAINFIELD CITY UNION OF THE KIN | ||||||
| 502 W FRONT ST | PLAINFIELD | NJ | 07060 | PC | TUITION ASSISTANCE | $20,000 |
| YWCA OF EASTERN UNION COUNTY | ||||||
| 1131 E JERSEY ST | ELIZABETH | NJ | 07201 | PC | COMMUNITY SUPPORT | $10,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION | ||||||
| 2118 RIDGECREST COURT SE | WASHINGTON | DC | 200206206 | PC | SHELTER HOUSING | $12,500 |
| SOMERSET COUNTY YOUNG MENS CHRIS | ||||||
| 140 MOUNT AIRY RD | BASKING RIDGE | NJ | 07920 | PC | FINANCIAL ASSIST FOR CHILDCARE | $7,500 |
| ST HUBERTS GIRALDA | ||||||
| 575 WOODLAND AVE | MADISON | NJ | 07940 | PC | ROCKET FUND | $10,000 |
| SOMERSET CRIPPLED CHILDRENS TREA | ||||||
| 377 UNION AVE | BRIDGEWATER | NJ | 08807 | PC | PROGRAMMATIC SUPPORT | $5,000 |
| RARITAN HEADWATERS ASSOCIATION | ||||||
| 2121 LARGER CROSS RD | FAR HILLS | NJ | 07931 | PC | PROTECTING WATER AND RESOURCES | $7,500 |
| SUMMIT SPEECH SCHOOL | ||||||
| 705 CENTRAL AVE 1 | NEW PROVIDENCE | NJ | 07974 | PC | PARENT/INFANT PROGRAM | $10,000 |
| THE WARDLAW HARTRIDGE SCHOOL | ||||||
| 1295 INMAN AVE | EDISON | NJ | 08820 | PC | FINANCIAL AID | $15,000 |
| ADULT DAY CENTER OF SOMERSET COU | ||||||
| 872 E MAIN ST | BRIDGEWATER | NJ | 08807 | PC | THERAPIES AND MED MONITORING | $7,500 |
| JOHN F KENNEDY MEDICAL CENTER FO | ||||||
| 3947 65 JAMES ST | EDISON | NJ | 08820 | PC | PLAINFIELD HEALTH CONNECTIONS | $10,000 |
| THE INTERFAITH HOSPITALITY NETWO | ||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | PC | HOMELESS SHELTER FOR FAMILIES | $10,000 |
| MYLESTONE EQUINE RESCUE A NEW JE | ||||||
| 227 STILL VALLEY RD | PHILLIPSBURG | NJ | 08865 | PC | GROOMING PROGRAM | $18,000 |
| PRESCHOOL ADVANTAGE INC | ||||||
| 25 LINDSLEY DR SUITE 307 | MORRISTOWN | NJ | 07960 | PC | EARLY CHILDHOOD ED. | $5,000 |
| NEW JERSEY CONSERVATION FOUNDATI | ||||||
| 170 LONGVIEW RD | FAR HILLS | NJ | 07931 | PC | PRESERVING NJ RESOURCES | $12,500 |
| AMERICAS GROW A ROW INC | ||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | PC | FRESH PRODUCE INITIATIVE | $5,000 |
| HOME FOR GOOD DOG RESCUE INC | ||||||
| 465 SPRINGFIELD AVE | BERKELEY HEIGHTS | NJ | 07922 | PC | HEADING HOME FOR GOOD | $5,000 |
| CRESTHAVEN ACADEMY FOUNDATION IN | ||||||
| 530 W 7TH ST | PLAINFIELD | NJ | 070602108 | PC | AFTERSCHOOL PROGRAM | $5,000 |
| NEW JERSEY HIGHLANDS COALITION | ||||||
| 508 MAIN STREET | BOONTON | NJ | 07005 | PC | PROTECTING NJ WATER & CULTURE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $646,350 | 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 | $3,365 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $334,225 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 14 | $21,262 |
| OTHER INCOME FROM LITIGATION | 14 | $73 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $709,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $709,979 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $586,081 | EOYBookValueAmt |
| EOYFMV | $592,223 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,438,255 | EOYBookValueAmt |
| EOYFMV | $6,504,710 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $275,204 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $277,688 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF - EQUITY | AT COST | $502,224 | $548,034 |
| ETF - FIXED INCOME | AT COST | $755,409 | $752,518 |
| MUTUAL FUNDS - FIXED | AT COST | $1,753,278 | $1,686,472 |
| MUTUAL FUNDS - ALTERNATIVE INVESTMENTS | AT COST | $192,285 | $174,569 |
| MUTUAL FUNDS - EQUITY | AT COST | $1,778,992 | $1,903,447 |
| OTHER ALTERNATIVE INVESTMENTS | AT COST | $42,222 | $50,540 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $22,113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAX REFUND | $21,262 | $21,262 | |
| OTHER INCOME FROM LITIGATION | $73 | $73 | $73 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $5,560 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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