SALLY F & JAMES SCOTT HILL: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SALLY F & JAMES SCOTT HILL (EIN 22-3487949)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-24
- IRS object ID
- 201710839349100306
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-24T15:38:40-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296226 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 223487949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY FOSS & JAMES SCOTT HILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O NANCY S HEARNE SAUL EWING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 6094523100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 COLLEGE ROAD EAST NO 4000 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHESSYE MOSELEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6094523100 | PhoneNum |
| Signature | 2017-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA K BAROOSHIAN | PreparerPersonNm |
| PTIN | P00284431 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2017-03-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.50.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-11 | IPDt |
| IP Tm | 20:50:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 117F51655FC13507ADC6F22FB9104885287E1DE4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BECDCDE5CBB468F0188F198703185B75407A632F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,591,406 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,663 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,663 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,729 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,729 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $356,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,552,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $356,461 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $491,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,853 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,261 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,261 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,327 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,327 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,590 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,590 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,009 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,988 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,897 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,897 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,348 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $437,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,740 | CashBOYAmt |
| Cash EOY | $2,750 | CashEOYAmt |
| Cash EOYFMV | $2,750 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $212,844 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $212,844 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $22,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $22,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $22,000 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $49,925 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,824 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $58,159 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,872,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,207,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,416,256 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,913,618 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,490,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,879,397 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,983,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,986,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,591,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,983,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,983,921 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,983,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,986,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,983,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,986,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,983,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,228 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,986,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,986,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN | P | $508,381 | $542,015 | -$33,634 | -$33,634 |
| BROWN BROTHERS HARRIMAN | P | $1,997,821 | $1,654,396 | $343,425 | $343,425 |
| CAPITAL GAINS DIVIDENDS | P | $46,670 | $46,670 | $46,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $356,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $366,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,922,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $374,892 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,118,691 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $420,377 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,544,744 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $371,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,677,370 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $325,124 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,397,305 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050822 | DistributionYr5Rt |
| Total Distribution | 0.254532 | TotalDistributionRt |
| Average Distribution | 0.050906 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,560,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $384,863 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $389,242 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $410,641 | 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 | $4,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,321 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,321 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,942 | OverpaymentAmt |
| Applied To ES Tax | $9,000 | AppliedToESTaxAmt |
| Refund | $15,942 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY HEARNE CO SAUL EWING | IndividualWithBooksNm |
| Phone | 6094523100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 COLLEGE RD EAST STE 4000 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANN MCCLELLAN | ||||||||
| 4740 CONNECTICUT AVE NW APT 417 | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD HILL | ||||||||
| 178 ATLANTIC AVE | MARBLEHEAD | MA | 01945 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHESSYE HILL MOSELEY | ||||||||
| 173 LARCH ROW | WENHAM | MA | 01984 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CYNTHIA HILL DOPP | ||||||||
| 5914 WOODACRES DRIVE | BETHESDA | MD | 20816 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL O HILL | ||||||||
| 910 17TH STREET NW SUITE 800 | WASHINGTON | DC | 20006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,499,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,675,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,675,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,560,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $378,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $378,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,379 | TotalTaxAmt |
| Distributable Before Adj | $373,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $373,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $373,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,641 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $410,641 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,379 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,262 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $43,166 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $43,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $373,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,007 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,173 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $80,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $43,166 | ExcessFromYear3Amt |
| Excess From Current Year | $37,007 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | 509(A)(1) | EDUCATION | $22,000 |
| DUBLIN SCHOOL INC | |||||||
| 18 LEHMANN WAY | DUBLIN | NH | 03444 | NONE | 509(A)(1) | EDUCATION | $25,000 |
| US NATIONAL ARBORETUM | |||||||
| 3501 NEW YORK AVE NE | WASHINGTON | DC | 20002 | NONE | 509(A)(1) | GENERAL | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 240 COMMERCIAL ST 4TH FL | BOSTON | MA | 02109 | NONE | 509(A)(1) | GENERAL | $1,000 |
| HILLWOOD ESTATE MUSEUM & GARDENS | |||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | NONE | 509(A) | GENERAL | $11,500 |
| HISTORIC MORVEN INC | |||||||
| 55 STOCKTON ST | PRINCETON | NJ | 08540 | NONE | 509(A)(2) | GENERAL | $10,000 |
| JOHNS HOPKINS MEDICINE | |||||||
| 550 NORTH BROADWAY STE 731 | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | EDUCATION | $4,000 |
| KIPP MASSACHUSETTS INC | |||||||
| 90 HIGH ROCK ST | LYNN | MA | 01902 | NONE | 509(A)(1) | EDUCATION | $41,500 |
| RAW ARTS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | 509(A)(1) | EDUCATION | $3,500 |
| NATIONAL CHERRY BLOSSOM FESTIVAL | |||||||
| 1250 H ST NW STE 1000 | WASHINGTON | DC | 20005 | NONE | 509(A)(1) | GENERAL | $5,000 |
| PROJECT RENEWAL INC | |||||||
| 200 VARICK ST NO 9TH FLOOR | NEW YORK | NY | 10014 | NONE | 509(A)(1) | GENERAL | $1,000 |
| ROOM TO GROW NATIONAL INC | |||||||
| 142 BERKLEY ST | BOSTON | MA | 02116 | NONE | 509(A)(1) | EDUCATION | $10,000 |
| SEABURY RESOURCES FOR AGING | |||||||
| 6031 KANSAS AVENUE NW | WASHINGTON | DC | 20001 | NONE | 509(A)(1) | GENERAL | $20,000 |
| ST COLUMBA'S EPISCOPAL CHURCH AND NURSERY SCHOOL | |||||||
| 4201 ALBERMARLE ST NW | WASHINGTON | DC | 20016 | NONE | 509(A)(1) | GENERAL | $2,000 |
| MASSACHUSETTS GENERAL CANCER CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | 509(A)(1) | GENERAL | $2,000 |
| TEACH FOR AMERICA | |||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | 509(A)(1) | EDUCATION | $50,000 |
| THE ASSOCIATION FOR COMMUNITY LIVING INC (WHOLE CHILDREN) | |||||||
| 41 RUSSELL ST | HADLEY | MA | 01035 | NONE | 509(A)(2) | GENERAL | $2,000 |
| THE HISTORICAL SOCIETY OF WASHINGTON DC | |||||||
| 801 K STREET NW | WASHINGTON | DC | 20001 | NONE | 509(A)(1) | GENERAL | $6,500 |
| TRINITY COUNSELING SERVICE | |||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | NONE | 509(A)(1) | BEREAVEMENT COUNSELING | $60,000 |
| VERMONT LAW SCHOOL | |||||||
| 164 CHELSEA ST | SOUTH ROYALTON | VT | 05068 | NONE | 509(A)(1) | EDUCATION | $5,000 |
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | NONE | 509(A)(1) | GENERAL | $25,000 |
| MD ANDERSON CANCER CENTER-PROTON THERAPT CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | 509(A)(1) | GENERAL | $10,000 |
| PRINCETON HEALTHCARE SYSTEM FOUNDATION | |||||||
| 3626 US HIGHWAY 1 | PRINCETON | NJ | 08540 | NONE | 509(A)(1) | GENERAL | $20,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | 509(A)(1) | GENERAL | $1,000 |
| REBUILDING TOGETHER | |||||||
| 1899 L ST NW SUITE 1000 | WASHINGTON | DC | 20036 | NONE | 509(A)(1) | GENERAL | $1,000 |
| DENVER KIDS INC | |||||||
| 1620 PLATTE ST APT 419 | DENVER | CO | 80202 | NONE | 509(A)(1) | GENERAL | $1,000 |
| FIRST BAPTIST CHURCH | |||||||
| 225 MAIN ST R | WENHAM | MA | 01984 | NONE | 509(A)(1) | GENERAL | $32,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $382,135 | 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 | $1,663 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,729 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $356,461 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $491,853 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $491,853 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DICICCO, GULMAN, & COMPANY | CategoryTxt |
| Amt | $8,327 | Amt |
| Net Investment Income | $8,327 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY DOES NOT REQUIRE COPIES OF THE 990-PF TO BE FILED WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US LARGE CAPITAL EQUITY | StockNm |
| EOY Book Value | $2,207,705 | EOYBookValueAmt |
| EOYFMV | $3,416,256 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,824 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $58,159 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CAPITAL EQUITY AND STRATEGIC EQUITY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,490,026 | BookValueAmt |
| EOYFMV | $3,879,397 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SAUL EWING LLP | CategoryTxt |
| Legal Fees | $21,261 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,261 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $5,348 | $0 | $5,348 |
| ADR FEES | $58 | $58 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN BROTHERS HARRIMAN | CategoryTxt |
| Amt | $41,590 | Amt |
| Net Investment Income | $41,590 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,988 | $3,988 | $0 |
| FEDERAL ESTIMATED TAX PAYMENT | $25,021 | $0 | $0 |
Comments