BETA

JOSEPHINE PEISER CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JOSEPHINE PEISER CHARITABLE FOUNDATION (EIN 20-1999478)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-20
IRS object ID
201711719349100401
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-06-20T08:20:59-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUM SMITH BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1506 CARNEGIE CENTER STE 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085406243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201999478EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Josephine Peiser Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DR RICHARD PORWANCHERInCareOfNm
Business Name ControlJOSEBusinessNameControlTxt
Phone6099210886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2247AddressLine1Txt
CityPrincetonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD PORWANCHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6099210886PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD C COYNEPreparerPersonNm
PTINP00634888PTIN
Phone6095201188PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.224.76.26IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220171715000003FederalOriginalSubmissionId
Federal Original Submission Id2017-06-20FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6369F15B77C6E35A8A0EE78E1636B7BEDA9106FCAtSubmissionCreationDeviceId
At Submission Filing Device Id246F531807263EBA56A930CBDD91474145011048AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,778,689FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$41,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,231DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,555NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$256,396GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,690TotalRevAndExpnssAmt
Total Net Invst Incm$41,231TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$20,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$1,596LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,436LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$160LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$635AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$572AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$63AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,299OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,299OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$900TaxesRevAndExpnssAmt
Taxes Net Invst Incm$340TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,067OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$394OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,497TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,647TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$617TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,497TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,647TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$76,617TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$76,807ExcessRevenueOverExpensesAmt
Net Investment Income$25,584NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$113,954CashBOYAmt
Cash EOY$144,010CashEOYAmt
Cash EOYFMV$144,010CashEOYFMVAmt
Corporate Stock BOY$1,347,656CorporateStockBOYAmt
Corporate Stock EOY$1,280,305CorporateStockEOYAmt
Corporate Stock EOYFMV$1,367,625CorporateStockEOYFMVAmt
Corporate Bonds BOY$308,116CorporateBondsBOYAmt
Corporate Bonds EOY$268,617CorporateBondsEOYAmt
Corporate Bonds EOYFMV$267,054CorporateBondsEOYFMVAmt
Total Assets BOY$1,769,726TotalAssetsBOYAmt
Total Assets EOY$1,692,932TotalAssetsEOYAmt
Total Assets EOYFMV$1,778,689TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,769,726CapitalStockBOYAmt
Capital Stock EOY$1,692,932CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,769,726TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,692,932TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,769,726TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,692,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,769,726TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$76,807ExcessRevenueOverExpensesAmt
Other Increases$13OtherIncreasesAmt
Subtotal$1,692,932SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,692,932TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED MERRILL LYNCH STATEMENTP2016-01-012016-12-31$19$19
SEE ATTACHED FIDELITY STATMENTP2016-01-012016-12-31$190,348$194,402-$4,054-$4,054
SEE ATTACHED FIDELITY STATEMENTP2015-01-012016-12-31$66,029$65,744$285$285
CAPITAL GAIN DIVIDENDSP$214
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,555CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$96,997AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,836,640NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052812DistributionYr1Rt
Adjusted Qlfy Distri Yr2$104,385AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,877,669NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055593DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,131AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,851,769NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055693DistributionYr3Rt
Adjusted Qlfy Distri Yr4$90,466AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,858,018NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04869DistributionYr4Rt
Adjusted Qlfy Distri Yr5$111,558AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,913,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058305DistributionYr5Rt
Total Distribution0.271093TotalDistributionRt
Average Distribution0.054219AverageDistributionRt
Net Vl Noncharitable Assets$1,729,497NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,772AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$256NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,028AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$76,617QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$512InvestmentIncomeExciseTaxAmt
Subtotal$512SubtotalAmt
Tax Based On Investment Income$512TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,990EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,990TotalPaymentsAndCreditsAmt
Overpayment$1,478OverpaymentAmt
Applied To ES Tax$1,478AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DR RICHARD PORWANCHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6099210886PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1445 PROSPECT AVENUEAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085404079ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALTINA NOEL
396 RIVERSIDE DRIVEPRINCETONNJ08540TRUSTEE0$5,000$0$0
DONNA PORWANCHER
445 PROSPECT AVENUEPRINCETONNJ08540TRUSTEE0$5,000$0$0
RICHARD PORWANCHER
445 PROSPECT AVENUEPRINCETONNJ08540TRUSTEE0$10,000$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,683,122AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$72,713AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,755,835TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,755,835AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,338CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,729,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$512TaxBasedOnInvestmentIncomeAmt
Total Tax$512TotalTaxAmt
Distributable Before Adj$85,963DistributableBeforeAdjAmt
Distributable Before Ded$85,963DistributableBeforeDedAmt
Distributable As Adjusted$85,963DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,617ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$76,617QualifyingDistributionsAmt
Adjusted Qualifying Distri$76,617AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,963DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,412ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$15,389ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,705ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,415ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,921TotalExcessDistributionCyovAmt
Qualifying Distributions$76,617QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$76,617AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$9,346ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,346ExcessDistributionCyovAppCYAmt
Total Corpus$42,575TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,066ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,509ExcessDistriCyovToNextYrAmt
Excess From Year3$15,389ExcessFromYear3Amt
Excess From Year2$12,705ExcessFromYear2Amt
Excess From Year1$5,415ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HUMANE FARM ANIMAL CARE
PO BOX 727HERNDONVA20172NONEPCGENERAL SUPPORT$1,700
BORN FREE USA UNITED WITH ANIMAL PROTECTION
1122 S STREETSACRAMENTOCA95811NONEPCGENERAL SUPPORT$1,200
DIANE FOSSEY GORILLA FUND
800 CHEROKEE AVENUE SEATLANTAGA303151440NONEPCGENERAL SUPPORT$1,200
FARM SANCTUARY
3100 AIKENS ROADWATKINS GLENNY14891NONEPCGENERAL SUPPORT$1,850
HELPING ANIMALS INDIA
19215 32nd AvenueSeattleWA98155NONEPCGENERAL SUPPORT$1,600
PCRM FOUNDATION
5100 WISCONSIN AVEUNE NWWASHINGTONDC20016NONEPCGENERAL SUPPORT$1,900
SAVE
900 HERRONTOWN ROADPRINCETONNJ08540NONEPCGENERAL SUPPORT$1,000
WORLD SOCIETY FOR THE PROTECTION OF ANIMALS
LINCOLN PLAZA 89 SOUTH STREET SUITBOSTONMA02111NONEPCGENERAL SUPPORT$1,200
INTERNATIONAL PRIMATE PROTECTION LEAGUE
PO BOX 766SUMMERVILLESC29484NONEPCGENERAL SUPPORT$1,000
HOMEFRONT
1880 PRINCETON AVENUELAWRENCEVILLENJ08648NONEPCGENERAL SUPPORT$8,250
INTERNATIONAL FUND FOR ANIMAL WELFARE
290 SUMMER STREETYARMOUTH PORTMA02675NONEPCGENERAL SUPPORT$1,200
THE COLLEGE OF NEW JERSEY
2000 PENNINGTON ROADEWINGNJ08618NONEPCGENERAL SUPPORT$10,000
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ08609NONEPCGENERAL SUPPORT$5,000
HUMANE FARMING ASSOCIATION
PO BOX 3577SAN RAFAELCA94912NONEPCGENERAL SUPPORT$1,700
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SEWASHINGTONDC20003NONEPCGENERAL SUPPORT$500
MERCER STREET FRIENDS
151 MERCER STREETTRENTONNJ08611NONEPCGENERAL SUPPORT$5,000
JOHNS HOPKINS UNIVERSITY
1 EAST MOUNT VERNON PLACEBALTIMOREMD21202NONEPCGENERAL SUPPORT$18,000
THE JANE GOODALL INSTITUTE
1595 SPRING HILL RDVIENNAVA22182NONEPCGENERAL SUPPORT$1,200SUITE 550
UNITED WAY OF GREATER MERCER COUNTY
3131 PRINCETON PIKELAWRENCEVILLENJ08648NONEPCGENERAL SUPPORT$10,000BUILDING 4
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD BRONXNEW YORKNY10460NONEPCGENERAL SUPPORT$2,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT847415000NONEPCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,245ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,555ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,690ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,690TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$635Amt
Net Investment Income$572NetInvestmentIncomeAmt
Disbursements Charitable Prps$63DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED FIDELITY STMTBondNm
EOY Book Value$268,617EOYBookValueAmt
EOYFMV$267,054EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED FIDELITY STMTStockNm
EOY Book Value$1,280,305EOYBookValueAmt
EOYFMV$1,367,625EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$1,596LegalFeesAmt
Net Investment Income$1,436NetInvestmentIncomeAmt
Disbursements Charitable Prps$160DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE INSURANCE$1,673
BANK FEES$35$35
POSTAGE$331$331
NJ BUSINESS REGISTRATION$28$28

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$13Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT MANAGEMENT FEE$13,285$13,285
ADR FEES$14$14

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$340$340
FEDERAL TAXES$560

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