TWIN CHIMNEY INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TWIN CHIMNEY INC (EIN 22-2787076)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-06-21
IRS object ID
201711729349100011
Schema version
2015v3.0
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)
Return2017-06-21T16:06:09-05:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232472424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pitcairn Trust CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1165 Township Line Road Ste 3000AddressLine1Txt
CityJenkintownCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222787076EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Twin Chimney IncBusinessNameLine1Txt
Business Name Line2C/O PITCAIRN TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTWINBusinessNameControlTxt
Phone2158876700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 Township Line Rd STE 3000AddressLine1Txt
CityJenkintownCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonF Helmut WeymarPersonNm
Person TitlePresidentPersonTitleTxt
Phone2158876700PhoneNum
Signature2017-06-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew R HilbertPreparerPersonNm
PTINP01437997PTIN
Phone2158876700PhoneNum
Preparation2017-06-20PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,999,082FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$48DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,431NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$81,788GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,431CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,479TotalRevAndExpnssAmt
Total Net Invst Incm$67,479TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,585AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,439AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,146AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$53,858OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39,765OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$43,204TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,171TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$488,114ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$488,114ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$546,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$43,204TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$489,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$479,078ExcessRevenueOverExpensesAmt
Net Investment Income$24,275NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$393,776SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$101,113SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$101,113SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,703,935OtherInvestmentsBOYAmt
Other Investments EOY$2,006,785OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,897,969OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,097,711TotalAssetsBOYAmt
Total Assets EOY$2,107,898TotalAssetsEOYAmt
Total Assets EOYFMV$2,999,082TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,097,711CapitalStockBOYAmt
Capital Stock EOY$2,107,898CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,097,711TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,107,898TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,097,711TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,107,898TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,097,711TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$479,078ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,618,633SubtotalAmt
Other Decreases$510,735OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,107,898TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ARCHIMEDES FINAL DISTRIBUTIONP2005-01-012016-11-30$143$9,028-$8,885-$8,885
SELECT INVEST ARV SPBP2010-04-012016-06-18$5,546$5,329$217$217
SPECIAL OPPORTUNITIES FUND III DIST > BASISP2006-03-012016-11-01$76,099$76,099$76,099
FieldValueIRS element (for citing)
Capital Gain Net Income$67,431CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$476,416AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,490,735NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.136480DistributionYr1Rt
Adjusted Qlfy Distri Yr2$436,701AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,940,128NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.110834DistributionYr2Rt
Adjusted Qlfy Distri Yr3$235,463AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,550,500NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066318DistributionYr3Rt
Adjusted Qlfy Distri Yr4$196,808AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,721,846NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052879DistributionYr4Rt
Adjusted Qlfy Distri Yr5$353,186AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,073,048NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.086713DistributionYr5Rt
Total Distribution0.453224TotalDistributionRt
Average Distribution0.090645AverageDistributionRt
Net Vl Noncharitable Assets$2,978,226NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$269,961AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$243NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$270,204AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$489,285QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,254EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,254TotalPaymentsAndCreditsAmt
Overpayment$2,011OverpaymentAmt
Applied To ES Tax$2,011AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPITCAIRN TRUST COMPANYIndividualWithBooksNm
Phone2158876700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE RD STE 3000AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
F HELMUT WEYMAR
234 W DELAWARE AVENUEPENNINGTONNJ08534PRESIDENT2.00$0$0$0
CAROLINE S WEYMAR
234 W DELAWARE AVENUEPENNINGTONNJ08534SECRETARY2.00$0$0$0
MATTHEW D WEYMAR
234 W DELAWARE AVENUEPENNINGTONNJ08534TRUSTEE1.00$0$0$0
EMILY B WEYMAR VAN DIXHOORN
234 W DELAWARE AVENUEPENNINGTONNJ08534TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,770,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$252,861AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,023,580TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,023,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,978,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$148,911MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$148,911MinimumInvestmentReturnAmt
Tax Based On Investment Income$243TaxBasedOnInvestmentIncomeAmt
Total Tax$243TotalTaxAmt
Distributable Before Adj$148,668DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$148,668DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$148,668DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$489,285ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$489,285QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$243PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$489,042AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,668DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$167,606ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,253ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,370ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$241,725ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$301,879ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$780,833TotalExcessDistributionCyovAmt
Qualifying Distributions$489,285QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$148,668AppliedToCurrentYearAmt
Remaining Distri From Corpus$340,617RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,121,450TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$167,606ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$953,844ExcessDistriCyovToNextYrAmt
Excess From Year4$11,253ExcessFromYear4Amt
Excess From Year3$58,370ExcessFromYear3Amt
Excess From Year2$241,725ExcessFromYear2Amt
Excess From Year1$301,879ExcessFromYear1Amt
Excess From Current Year$340,617ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerF HELMUT WEYMARContributingManagerNm
Contributing ManagerCAROLINE S WEYMARContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A SAFE PLACE
5B Windy WayNANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$500
Advancing Native Missions
PO Box 5303CharlottesvilleVA22905NONEPUBLIC CHARITYGeneral Support$4,800
AMERICAN CANCER SOCIETY
PO BOX 17500New BRUNSWICKNJ089067500NONEPUBLIC CHARITYGENERAL SUPPORT$500
AMERICAN CANCER SOCIETY
3375 20TH STREETVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$500
American Enterprise Institute
1150 17th Street NWWASHINGTONDC20036NONEPUBLIC CHARITYGeneral Support$4,890
AMERICAN HEART ASSOCIATION
ONE UNION STREET SUITE 301ROBBINSVILLENJ086919984NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
AMERICAN RED CROSS OF CENTRAL NJ
707 ALEXANDER ROAD SUITE 101PRINCETONNJ085406331NONEPUBLIC CHARITYGENERAL SUPPORT$500
AMERICAN TINNITUS ASSOCIATION
PO Box 5PORTLANDOR972070005NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
Argus Community
760 E 160th StreetBronxNY10456NONEPUBLIC CHARITYGeneral Support$10,000
ARTISTS ASSOCIATION OF NANTUCKET
PO BOX 1104NANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$500
ARTS COUNCIL OF PRINCETON
102 WITHERSPOON STREETPRINCETONNJ085423204NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
Assist PC
5101-D Backlick RoadAnnandaleVA22003NONEPUBLIC CHARITYGeneral Support$200
Association for Advancement of Mental Health
819 ALEXANDER ROADPRINCETONNJ08540NONEPUBLIC CHARITYGENERAL SUPPORT$500
Bible Study Fellowship
19001 Huebner RoadSan AntonioTX782584019NONEPUBLIC CHARITYGeneral Support$200
BOSTON MEDFLIGHT
Robins Street HANGER 1727 HANSCOMBEDFORDMA01730NONEPUBLIC CHARITYGENERAL SUPPORT$1,000AIR FORCE BASE
Boys & Girls Clubs of the Midlands
500 Gracern RoadColumbiaSC29210NONEPUBLIC CHARITYGENERAL SUPPORT$500
Boys & Girls Clubs of Trenton & Mercer
212 Centre StreetTrentonNJ086112217NONEPUBLIC CHARITYGENERAL SUPPORT$500
BROWN UNIVERSITY
BROWN UNIVERSITY BOX 1877PROVIDENCERI029129936NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CAPE AND ISLANDS NPR STATIONS
PO BOX 82WOODS HOLEMA025439901NONEPUBLIC CHARITYGENERAL SUPPORT$350
CENTER FOR EDUCATION REFORM
1901 L Street NW Suite 705WashingtonDC20036NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
Center for Supportive Schools
911 Commons WayPrINCETONNJ08540NONEPUBLIC CHARITYGeneral Support$2,000
CHOATE ROSEMARY HALL
333 CHRISTIAN STREETWALLINGFORDCT06492NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
Christian Heritage USA Foundation
PO Box 11651MontgomeryAL361110651NONEPUBLIC CHARITYGeneral Support$75
Community Foundation for Nantucket
PO Box 204NantucketMA02554NONEPUBLIC CHARITYGeneral Support$5,000
Compassion & Choices
PO Box 101810DenverCO80250NONEPUBLIC CHARITYGeneral Support$30,000
Coney Island Prep
501 West Avenue 3rd FloorBrooklynNY11224NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
Cornerstone Schools of Washington DC
PO Box 76456WasHINGTONDC20013NONEPUBLIC CHARITYGeneral Support$1,700
CORRECTIONAL ASSOCIATION OF NY
2090 ADAM CLAYTON POWELL BLVD SUITENEW YORKNY100275082NONEPUBLIC CHARITYGENERAL SUPPORT$1,000200
Cure Alzheimer's Fund
34 Washington Street Suite 200WELLESLEY HillsMA02481NONEPUBLIC CHARITYGeneral Support$10,000
D&R GREENWAY LAND TRUST
ONE PRESERVATION PLACEPRINCETONNJ08540NONEPUBLIC CHARITYGENERAL SUPPORT$500
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE W 6TH FLOORBROOKLINEMA024457226NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
DOMINION CHRISTIAN SCHOOL
10922 VALE ROADOAKTONVA22124NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
EDEN INSTITUTE FOUNDATION
2 Merwick RoadPRINCETONNJ085409336NONEPUBLIC CHARITYGENERAL SUPPORT$500
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20009NONEPUBLIC CHARITYGENERAL SUPPORT$500600
Family Guidance Center
1931 Nottingham WayHamiltonNJ08619NONEPUBLIC CHARITYGeneral Support$1,000
GEORGE STREET PLAYHOUSE
9 LIVINGSTON AVENUENEW BRUNSWICKNJ089011903NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
Go Near Ministry
17200 Chenal Pkwy Suite 300 PMB 227Little RoackAR72223NONEPUBLIC CHARITYGENERAL SUPPORT$360
Greenville Presbyterian Theological Seminary
PO Box 690TaylorsSC29687NONEPUBLIC CHARITYGENERAL SUPPORT$100
Greenwich Roundtable
PO Box 4019GreenwichCT06831NONEPUBLIC CHARITYGeneral Support$500
HITOPS INC
21 WIGGINS STREETPRINCETONNJ08540NONEPUBLIC CHARITYGENERAL SUPPORT$500
HUGENOT FELLOWSHIP
PO BOX 877GLENSIDEPA19038NONEPUBLIC CHARITYGENERAL SUPPORT$200
Hyde School
616 High StreetBathME04530NONEPUBLIC CHARITYGENERAL SUPPORT$8,500
INSTITUTE FOR ADVANCED STUDY
EINSTEIN DRIVEPRincetonNJ08540NONEPUBLIC CHARITYGeneral Support$2,960
Isles Inc
10 Wood StreetTrentonNJ086189954NONEPUBLIC CHARITYGeneral Support$20,000
JerseyCan
1625 K Street NW SUite 400WASHINGTONDC20006NONEPUBLIC CHARITYGeneral Support$20,000
JOINT EFFORT COMMUNITY SPORTS PROGRAM
3570 Monaco ParkwayDenverCO80207NONEPUBLIC CHARITYGeneral Support$500
KENT PLACE SCHOOL
PO BOX 308SUMMITNJ07901NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
LANDMARK HOUSE
144 ORANGE STREETNANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$500
MARIA MITCHELL ASSOCIATION
4 VESTAL STREETNANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
Massachusetts Institute of Technology
77 Mass Avenue 4-240CambridgeMA021394307NONEPUBLIC CHARITYGeneral Support$35,000
McCarter Theatre
91 University PlacePRINCETONNJ08540NONEPUBLIC CHARITYGeneral Support$55,000
Mentoring Youth Nantucket Inc
PO Box 2653NANTUCKETMA025842653NONEPUBLIC CHARITYGeneral Support$250
Mid-America Reformed Seminary
229 Seminary DriveDyerIN46311NONEPUBLIC CHARITYGENERAL SUPPORT$250
Morven Museum & Garden
55 Stockton StreetPrINCETONNJ08540NONEPUBLIC CHARITYGeneral Support$5,000
MUSEUM OF MODERN ART
PO Box 3948NEW YORKNY102771897NONEPUBLIC CHARITYGENERAL SUPPORT$272
Nantucket Aids Network
35 Old South RoadNANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$500
Nantucket Atheneum
PO Box 808 One India StreetNantucketMA02554NONEPUBLIC CHARITYGeneral Support$28,500
Nantucket Community Music Center
PO Box 1352NANTUCKETMA02554NONEPUBLIC CHARITYGeneral Support$5,000
NANTUCKET CONSERVATION FOUNDATION
PO BOX 13NANTUCKETMA025540013NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
Nantucket Cottage Hospital
57 Prospect StreetNANTUCKETMA02554NONEPUBLIC CHARITYGeneral Support$11,000
Nantucket Dreamland Foundation
PO Box 989 12 Oak StreetNANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
NANTUCKET HABITAT FOR HUMANITY
2 GREGLEN AVENUE PMB 54NANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
Nantucket Historical Association
PO Box 1016NantucketMA025541016NONEPuBLIC CHARITYGeneral Support$5,000
Nantucket Montessori School
PO Box 2121NANTUCKETMA02584NONEPUBLIC CHARITYGENERAL SUPPORT$500
Nantucket Safe Harbor for Animals
PO Box 2844NANTUCKETMA02584NONEPUBLIC CHARITYGeneral Support$250
NANTUCKET SUSTAINABLE DEV CORP
PO BOX 1244NANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$500
Nantucket Theatre Institute
5 North Water StreetNANTUCKETMA02554NONEPUBLIC CHARITYGeneral Support$1,000
NATURE CONSERVANCY
PO Box 6017Albert LeaMN560079823NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
NEW JERSEY SEEDS
494 BROAD STREET SUITE 105NEWARKNJ07102NONEPUBLIC CHARITYGENERAL SUPPORT$500
Orthodox Presbyterian Church
607 N Easton Road Bldg EWillow GrovePA190902539NONEPUBLIC CHARITYGENERAL SUPPORT$500
Palliative and Supportive Care of Nantucket
57 Prospect StreetNANTUCKETMA02554NONEPUBLIC CHARITYGeneral Support$1,000
PARTNERSHIP FOR AFTER SCHOOL EDUCATION
120 BROADWAY SUITE 3048NEW YORKNY10271NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
Passage Theatre Company
PO Box 967TrentonNJ086050967NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
PENNINGTON FIRE COMPANY
PO BOX 141PENNINGTONNJ08534NONEPUBLIC CHARITYGENERAL SUPPORT$100
PENNINGTON FIRST AID SQUAD
110 Broemel PlacePENNINGTONNJ08534NONEPUBLIC CHARITYGENERAL SUPPORT$100
PINGRY SCHOOL
131 Martinsville RoadBasking RidgeNJ07920NONEPUBLIC CHARITYGENERAL SUPPORT$35,000
PLAN SMART NJ
118 W STATE STREETTRENTONNJ08608NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
PRINCETON - BLAIRSTOWN CENTER
350 ALEXANDER STREETPRINCETONNJ085407137NONEPUBLIC CHARITYGENERAL SUPPORT$500
Princeton Area Community Foundation
15 PRINCESS ROADLAWRENCEVILLENJ08648NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
PRINCETON CHILD DEVELOPMENT INSTITUTE
300 COLD SOIL ROADPRINCETONNJ08540NONEPUBLIC CHARITYGENERAL SUPPORT$500
PRINCETON COMMUNITY HOUSING
One Monument DrivePRINCETONNJ08540NONEPUBLIC CHARITYGENERAL SUPPORT$500
Princeton Future Inc
PO Box 1172PrincetonNJ08542NONEPUBLIC CHARITYGeneral Support$2,500
PRINCETON HEALTHCARE SYSTEM FOUNDATION
3626 US Route OnePRINCETONNJ085409918NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
Princeton High School
151 Moore StreetPrincetonNJ08540NONEPUBLIC CHARITYGeneral Support$500
PRINCETON NURSERY SCHOOL
78 LEIGH AVENUEPRINCETONNJ08542NONEPUBLIC CHARITYGENERAL SUPPORT$250
Princeton Public Library
65 Witherspoon StreetPRINCETONNJ08542NONEPUBLIC CHARITYGeneral Support$5,000
PRINCETON SENIOR RESOURCE CENTER
45 STOCKTON STREETPRINCETONNJ085406812NONEPUBLIC CHARITYGENERAL SUPPORT$500
PRINCETON Symphony Orchestra
PO Box 250PRINCETONNJ085420250NONEPUBLIC CHARITYGENERAL SUPPORT$500
PRINCETON YWCA
59 PAUL ROBESON PLACEPRINCETONNJ08540NONEPUBLIC CHARITYGeneral Support$6,000
Reformed International Theological Education
115 SPRING LEAF DRIVEST PETERSMO63376NONEPUBLIC CHARITYGENERAL SUPPORT$1,020
Reformed Theological Seminary
1231 Reformation DriveOviedoFL32765NONEPUBLIC CHARITYGeneral Support$425
ROBIN HOOD
826 BROADWAY 9TH FLOORNEW YORKNY10003NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
SANKATY HEAD FOUNDATION INC
PO BOX 875SIASCONSETMA02564NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
SCONSET TRUST
PO BOX 821SIASCONSETMA02564NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
Shining Hope for Communities
175 Varick Street 6th FloorNew YorkNY10014NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
Siasconset Union Chapel Corporation
PO Box 400SIASCONSETMA02564NONEPUBLIC CHARITYGeneral Support$5,000
Small Friends on Nantucket
PO Box 2826NANTUCKETMA02584NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
South Church Preservation Fund
PO Box 248NANTUCKETMA02554NonePUBLIC CHARITYGeneral Support$3,000
STONY BROOK ASSOCIATION
31 TITUS MILL ROADPENNINGTONNJ085349946NONEPUBLIC CHARITYGENERAL SUPPORT$500
The TRUSTEES OF RESERVATIONS
572 ESSEX STREETBEVERLYMA019151530NONEPUBLIC CHARITYGeneral Support$250
THEATRE WORKSHOP OF NANTUCKET
PO BOX 1297NANTUCKETMA02554NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
THIRTEENWNET
450 W 33RD STREETNEW YORKNY100012605NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
Truth for Life
PO Box 398000ClevelandOH08648NONEPUBLIC CHARITYGeneral Support$100
United Way of Greater Mercer County
3150 Brunswick Pike Suite 230LAWRENCEVILLENJ08648NONEPUBLIC CHARITYGENERAL SUPPORT$500
Urban Assembly
90 Broad Street Suite 2101New YorkNY10004NONEPUBLIC CHARITYGeneral Support$5,000
VERA INSTITUTE OF JUSTICE
233 BROADWAY 12TH FLOORNEW YORKNY10279NONEPUBLIC CHARITYGENERAL SUPPORT$500
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA024818203NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WESTMINISTER SEMINARY California
1725 Bear Valley ParkwayEscondidoCA92027NONEPUBLIC CHARITYGENERAL SUPPORT$400
WESTMINISTER Theological SEMINARY
PO Box 27009PHILADELPHIAPA19118NonePUBLIC CHARITYGeneral Support$1,500
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY101310099NONEPUBLIC CHARITYGENERAL SUPPORT$112
WHYY
150 N SIXTH STREETPHILADELPHIAPA19106NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
Wooddrow Wilson National Fellowship
5 Vaughn Drive SUite 300PrincetonNJ085406313NONEPUBLIC CHARITYGeneral Support$15,000
Woods Hole Research Center
149 Woods Hole RoadFalmouthMA025401644NONEPUBLIC CHARITYGeneral Support$2,500
YOUNG AUDIENCES NEW JERSEY
200 FORRESTAL ROADPRINCETONNJ08540NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
THE PETEY GREENE PROGRAM
9 MERCER STREETPRINCETONNJ08540NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
THOMAS JEFFERSON UNIVERSITY
125 S 9TH ST SUITE 700PHILADELPHIAPA19107NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
ZEN HOSPICE PROJECT
273 PAGE STREETSAN FRANCISCOCA94102NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$488,114TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,431ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,479ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,479TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$4,585Amt
Net Investment Income$3,439NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,146DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationOrganization is exempt from filing pursuant to New Jersey Charitable Registration Act.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARCHIMEDIES INVESTORS LLCAT COST$0$0
CIBUS GLOBAL LTDAT COST$111,812$0
GT INSTITUTIONAL INVESTOTRS LPAT COST$0$0
Learnlaunchx LLCAT COST$46,197$46,197
Market Realist IncAT COST$155,579$155,579
PanTheryx IncAT COST$525,003$525,003
Pearl River Royalty Company II LLCAT COST$243,732$243,732
Robert Baird & Co Securities AccountAT COST$56,314$96,300
SELECTINVEST ARV SPV LTDAT COST$0$0
WESTFORD SPECIAL SITUATIONS FUND II LTDAT COST$225,244$1,058,812
Wolver Hill Japan O/S FundAT COST$102,505$102,505
Due from InvestmentsAT COST$0$0
Goldman Sachs GMLPX FundAT COST$540,399$540,399
Special Opportunities FundAT COST$0$129,442

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBook adjustments not on 990_PFDesc
Amt$510,735Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ACCOUNT FEES$150$150$0
STATE REGISTRATION FEES$25$0$25
NONDEDUCTIBLE PORTION OF CONTRIBUTIONS$376$0$0
Partnership Loss - Reclassification of Net Loss from Other Income$53,307$39,615$0

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