THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC (EIN 22-3466063)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-20
- IRS object ID
- 201731719349100753
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-20T17:24:48-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222038419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHNER FRANCHINO & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CATTANO AVENUE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079606839 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223466063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM H AND JUDITH C TURNER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9737465785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26930 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341340718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM TURNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737465785 | PhoneNum |
| Signature | 2017-05-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M DELARGY | PreparerPersonNm |
| PTIN | P00180053 | PTIN |
| Phone | 9735391800 | PhoneNum |
| Preparation | 2017-05-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 73A275FD06715B6DC20CAAC652A66F0EFC31F21F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73A275FD06715B6DC20CAAC652A66F0EFC31F21F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $738,521 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,624 | GrossSalesPriceAmt |
| Total Rev And Expnss | $504,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,467 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,790 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,760 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $105 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $344,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,196 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $346,810 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $346,810 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $99,932 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,892 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $102,998 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,986 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $185,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,706 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $181,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $331,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $675,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $738,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $331,714 | RetainedEarningBOYAmt |
| Retained Earning EOY | $675,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $331,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $675,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $675,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $331,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $344,207 | ExcessRevenueOverExpensesAmt |
| Subtotal | $675,921 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $675,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SHS ISHARES LATIN AMER 40 | P | 2016-05-31 | 2016-09-21 | $4,193 | $3,636 | $557 | $557 |
| 150 SHS ISHARES LATIN AMER 40 | P | 2014-01-02 | 2016-09-21 | $4,193 | $5,415 | -$1,222 | -$1,222 |
| 400 SHS JACOB ENGR GRP INC | P | 2015-11-03 | 2016-09-07 | $20,668 | $16,646 | $4,022 | $4,022 |
| 500 SHS ISHARES EUROPE ETF | P | 2013-10-18 | 2016-09-20 | $19,410 | $22,908 | -$3,498 | -$3,498 |
| 200 SHS ISHARES MSCI ALL CNTRY ASIA | P | 2014-01-02 | 2016-09-20 | $11,958 | $11,720 | $238 | $238 |
| 300 SHS ISHARES IBOXX HY CORP BD | P | 2014-01-02 | 2016-05-12 | $24,943 | $25,338 | -$395 | -$395 |
| 150 SHS ISHARES 1-3YR CR BD ETF | P | 2012-01-17 | 2016-05-27 | $15,808 | $15,683 | $125 | $125 |
| 450 SHS JP MORGAN CHASE & CO | P | 2015-08-04 | 2016-05-31 | $29,451 | $30,883 | -$1,432 | -$1,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,605 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,147 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $320,497 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.120126 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $338,674 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.395661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $304,184 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.279436 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $197,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.367686 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $161,687 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.466952 | DistributionYr5Rt |
| Total Distribution | 1.629861 | TotalDistributionRt |
| Average Distribution | 0.325972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $370,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,726 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,000 | 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 | $18 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18 | SubtotalAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $50 | AppliedToEsTaxAmt |
| Total Payments And Credits | $50 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32 | OverpaymentAmt |
| Applied To ES Tax | $32 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LESHNER FRANCHINO CO | IndividualWithBooksNm |
| Phone | 9735391800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CATTANO AVE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM TURNER | ||||||||
| 26930 WYNDHURST CT 101 | BONITA SPRINGS | FL | 341340718 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JUDITH C TURNER | ||||||||
| 26930 WYNDHURST CT 101 | BONITA SPRINGS | FL | 341340718 | SECR/TREAS | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $291,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $375,940 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $375,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $18,497 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,497 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,497 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $156,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $155,982 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,497 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $67,638 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,796 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,269 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $117,495 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,737 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $340,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,503 | RemainingDistriFromCorpusAmt |
| Total Corpus | $478,438 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $67,638 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $410,800 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,796 | ExcessFromYear4Amt |
| Excess From Year3 | $70,269 | ExcessFromYear3Amt |
| Excess From Year2 | $117,495 | ExcessFromYear2Amt |
| Excess From Year1 | $22,737 | ExcessFromYear1Amt |
| Excess From Current Year | $137,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM JUDITH TURNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| MONTCLAIR FOUNDATION EDUCATIONAL | ||||||||
| EXCELLENCE | 22 VALLEY ROAD | MONTCLAIR | NJ | 07042 | 501(C)(3) | GENERAL PURPOSE | $17,000 | |
| KENT SCHOOL | ||||||||
| PO BOX 2006 | KENT | CT | 06757 | 501(C)(3) | GENERAL PURPOSE | $20,000 | ||
| NEW ALTERNATIVES FOR CHILDREN | ||||||||
| 37 WEST 26TH STREET | NEW YORK | NY | 10010 | 501(C)(3) | GENERAL PURPOSE | $2,500 | ||
| MONTCLAIR ART MUSEUM | ||||||||
| 3 S MOUNTAIN AVE | MONTCLAIR | NJ | 07042 | 501(C)(3) | GENERAL PURPOSE | $50,000 | TRUSTEE | |
| INTERNATIONAL COLLEGE | ||||||||
| 212 PARK AVE S STE 1710 | NEW YOEK | NY | 10003 | 501(C)(3) | GENERAL PURPOSE | $10,000 | ||
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | 501(C)(3) | GENERAL PURPOSE | $20,000 | ||
| BLOOMFIELD COLLEGE | ||||||||
| 467 FRANKLIN STREET | BLOOMFIELD | NJ | 07003 | 501(C)(3) | GENERAL PURPOSE | $30,500 | ||
| THE MONTCLAIR FOUNDATION | ||||||||
| 21 VAN VLECK ST 9 | MONTCLAIR | NJ | 07042 | 501(C)(3) | GENERAL PURPOSE | $5,000 | ||
| MONTCLAIR STATE UNIVERSITY FNDTN | ||||||||
| 1 NORMAL AVE | MONTCLAIR | NJ | 07043 | 501(C)(3) | GENERAL PURPOSE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,862 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM JUDITH TURNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26930 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341340718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LESHNER, FRANCHINO & COMPANY | CategoryTxt |
| Amt | $1,790 | Amt |
| Net Investment Income | $1,790 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINL INC | $228 | $1,109 |
| EXXON MOBIL CORP | $3,361 | $10,470 |
| GENERAL ELECTRIC CO | $8,500 | $15,800 |
| PROCTOR & GAMBLE | $12,496 | $16,816 |
| JP MORGAN CHASE & CO | $30,883 | $38,831 |
| JACOBS ENGINEERING GROUP INC | ||
| CISCO SYSTEMS INC | $9,001 | $9,066 |
| PFIZER INC | $9,575 | $9,744 |
| QUALCOMM INC | $8,429 | $8,150 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,892 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES IBOXX HIGH YLD CORP | AT COST | ||
| ISHARES TR BARCLAYS 1-3 YR CR BD FD | AT COST | $26,139 | $26,235 |
| ISHARES TR RUSSELL 1000 VALUE INDEX | AT COST | $34,921 | $62,230 |
| ISHARES TR EUROPE ETF | AT COST | ||
| ISHARES TR MICRO-CAP ETF | AT COST | $26,860 | $32,190 |
| ISHARES TR LATIN AMER 40 ETF | AT COST | ||
| ISHARES TR S&P 500 VALUE ETF | AT COST | $28,874 | $32,949 |
| ISHARES TR MSCI ALL CNTRY ASIA | AT COST | ||
| ISHARES CORE MSCI EMER MKT | AT COST | $29,912 | $28,229 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,760 | Amt |
| Net Investment Income | $2,760 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $105 | Amt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
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