C R BARD FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- C R BARD FOUNDATION INC (EIN 22-2840708)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201711259349100831
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:57:56-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 222840708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C R BARD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LINDA HREVNACK | InCareOfNm |
| Business Name Control | CRBA | BusinessNameControlTxt |
| Phone | 9082778182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 CENTRAL AVENUE | AddressLine1Txt |
| City | MURRAY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07974 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT LOWRY | PersonNm |
| Person Title | VP & TREASURER | PersonTitleTxt |
| Phone | 9082778265 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YING LI | PreparerPersonNm |
| PTIN | P01343131 | PTIN |
| Phone | 6464713000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.27 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13074020171255000024 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF75775F94FFABCA6CE76F49F4EBD30675F6AD9B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DE437EBE583AA046F215E11ADCEC6995161C1F27 | 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 | $13,317,880 | 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 |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $454,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,156,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $464,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,689 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $19,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,841 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,820,046 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,820,046 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,933,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,863,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,468,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,986 | CashBOYAmt |
| Cash EOY | $27,055 | CashEOYAmt |
| Cash EOYFMV | $27,055 | CashEOYFMVAmt |
| Corporate Stock BOY | $15,734,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,290,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,290,825 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,775,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,317,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,317,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,775,360 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,317,880 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,775,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,317,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,775,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,317,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,775,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,468,556 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,076 | OtherIncreasesAmt |
| Subtotal | $13,317,880 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,317,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS ACCOUNT 3F 02433 | $221,359 | $207,067 | $14,292 | $14,292 |
| UBS ACCOUNT 3F 02433 | $1,458,753 | $1,418,652 | $40,101 | $40,101 |
| UBS ACCOUNT 3F 02463 | $749,832 | $749,778 | $54 | $54 |
| UBS ACCOUNT 3F 02463 | $3,129,982 | $3,145,396 | -$15,414 | -$15,414 |
| UBS ACCOUNT 3F 02432 | $1,272,198 | $1,316,721 | -$44,523 | -$44,523 |
| UBS ACCOUNT 3F 02432 | $324,540 | $308,018 | $16,522 | $16,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,032 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,459,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,231,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142726 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,984,732 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,801,331 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,442,984 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,944,290 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.256492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,558,299 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $404,549 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.32383 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,391,616 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $901,693 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.652362 | DistributionYr5Rt |
| Total Distribution | 10.554708 | TotalDistributionRt |
| Average Distribution | 2.110942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,766,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,171,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,174,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,863,826 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,497 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,497 | SubtotalAmt |
| Tax Based On Investment Income | $4,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,011 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,011 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,514 | OverpaymentAmt |
| Applied To ES Tax | $5,514 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA HREVNACK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082778172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CR BARD 730 CENTRAL AVENUE | AddressLine1Txt |
| City | MURRAY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07974 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY M RING | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOHN H WEILAND | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| SCOTT T LOWRY | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | VP & TREASURER | 1.0 | $0 | $0 | $0 |
| Betty D Larson | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | SECRETARY | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,194,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $796,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,991,624 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,991,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,766,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,497 | TotalTaxAmt |
| Distributable Before Adj | $733,841 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $733,841 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $733,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,863,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,863,826 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,863,826 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $733,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,346,531 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,532,365 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,345,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,578,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,600,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,403,746 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,863,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $733,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,129,985 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,533,731 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,346,531 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,187,200 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,532,365 | ExcessFromYear4Amt |
| Excess From Year3 | $2,345,704 | ExcessFromYear3Amt |
| Excess From Year2 | $3,578,246 | ExcessFromYear2Amt |
| Excess From Year1 | $1,600,900 | ExcessFromYear1Amt |
| Excess From Current Year | $2,129,985 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Child's Voice Child Advocacy Center Inc | ||||||||
| 216 Brookstone Place | Social Circle | GA | 30025 | NONE | PC | Community Development | $12,000 | |
| A Little Easier Recovery Inc | ||||||||
| 43 High Street Suite 120 | North Andover | MA | 01845 | NONE | PC | Health | $5,000 | |
| Action Ministries Inc | ||||||||
| 2160 Church Street P O Box 693 | Covington | GA | 30015 | NONE | PC | Community Development | $7,500 | |
| Amanda Hope Rainbow Angels | ||||||||
| 326 East Coronado Rd Suite 103 | Phoenix | AZ | 85004 | NONE | PC | Community Development | $5,000 | |
| American Cancer Society | ||||||||
| Calle Cabo Alverio 566 Urb La Me | Hato Rey | PR | 00918 | NONE | PC | Health | $25,000 | |
| American Cancer Society | ||||||||
| 4550 E Bell Road Suite 126 | Phoenix | AZ | 85032 | NONE | PC | Community Development | $15,000 | |
| American Cancer Society | ||||||||
| 2310 Route 30 Suite 1D | Manasquan | NJ | 08736 | NONE | PC | Health | $1,500 | |
| American Diabetes Association | ||||||||
| 5333 North 7th Street Suite B212 | Phoenix | AZ | 85014 | NONE | PC | Health | $7,500 | |
| American Diabetes Association | ||||||||
| 5333 North 7th Street Suite B212 | Phoenix | AZ | 85014 | NONE | PC | Health | $5,000 | |
| American Foundation For Suicide Prevention | ||||||||
| Capital Region NY Chapter | East Greenbush | NY | 12061 | NONE | PC | Health | $3,000 | P O Box 486 |
| American Heart Association | ||||||||
| 2929 South 48th Street | Tempe | AZ | 85282 | NONE | PC | Health | $5,000 | |
| American Heart Association | ||||||||
| 1 Union Street Suite 301 | Robbinsville | NJ | 08691 | NONE | PC | Health | $10,000 | |
| American Inst for Medical and | ||||||||
| Biological Engineering | Washington | DC | 20005 | NONE | PC | Education | $10,000 | 1400 Eye Street NW Suite 235 |
| American Red Cross | ||||||||
| New Jersey Crossroads | Summit | NJ | 07901 | NONE | PC | Disaster Relief | $10,000 | 695 Springfield Avenue |
| American Red Cross | ||||||||
| New Jersey Crossroads | Summit | NJ | 07901 | NONE | PC | Disaster Relief | $10,000 | 695 Springfield Avenue |
| American Red Cross | ||||||||
| P O Box 9021067 | San Juan | PR | 009021067 | NONE | PC | Community Development | $5,000 | |
| American Red Cross | ||||||||
| New Jersey Crossroads | Summit | NJ | 07901 | NONE | PC | Community Development | $7,500 | 695 Springfield Avenue |
| AmeriCares Foundation | ||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | Disaster Relief | $15,000 | |
| AmeriCares Foundation | ||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | Disaster Relief | $10,000 | |
| AmeriCares Foundation | ||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | Health | $10,000 | |
| Angel Flight Soars Inc | ||||||||
| 2000 Airport Road Suite 227 | Atlanta | GA | 30341 | NONE | PC | Health | $3,600 | |
| Arnold Palmer Medical Center Foundation | ||||||||
| 3160 Southgate Commerce Blvd | Orlando | FL | 32806 | NONE | PC | Health | $20,000 | |
| Autism Speaks Inc | ||||||||
| 1955 West Baseline Road Suite 113- | Mesa | AZ | 85202 | NONE | PC | Health | $10,000 | |
| Autism Speaks Inc | ||||||||
| 1060 State Road 2nd Floor | Princeton | NJ | 08540 | NONE | PC | Health | $5,000 | |
| Bear Creek Services Inc | ||||||||
| 3108 Highway 52 North | Rochester | MN | 55901 | NONE | PC | Health | $2,500 | |
| Berkeley County Foundation of Volunteers of the | ||||||||
| SC Guardian Ad Litem Program | Moncks Corner | SC | 29461 | NONE | PC | Other | $4,000 | 111 Pine Street |
| Big Brothers Big Sisters of Orange County | ||||||||
| 1801 East Edinger Avenue Suite 101 | Santa Ana | CA | 92705 | NONE | PC | Community Development | $1,000 | |
| Boy Scouts of America Inc | ||||||||
| 1 Saddle Road | Cedar Knolls | NJ | 07927 | NONE | PC | Education | $15,000 | |
| Boys & Girls Club of Pawtucket | ||||||||
| One Moeller Place | Pawtucket | RI | 02860 | NONE | PC | Community Development | $2,000 | |
| Callen Lacey Center for Children | ||||||||
| 5055 Lackawanna Blvd | North Charleston | SC | 29405 | NONE | PC | Community Development | $10,000 | |
| Camp Ruggles Inc | ||||||||
| PO Box 353 | Chepachet | RI | 02814 | NONE | PC | Community Development | $2,000 | |
| Can Do Canines | ||||||||
| 9440 Science Center Drive | Minneapolis | MN | 55428 | NONE | PC | Community Development | $3,500 | |
| Cancer Support Community Montana | ||||||||
| 102 South 11th Avenue | Bozeman | MT | 59715 | NONE | PC | Community Development | $1,000 | |
| Cancer Support Community of Central New Jersey | ||||||||
| 3 Crossroads Drive | Bedminster | NJ | 07921 | NONE | PC | Health | $5,000 | |
| Canine Companions For Independence | ||||||||
| 124 Rancho del Oro Drive | San Diego | CA | 92057 | NONE | PC | Community Development | $1,000 | |
| Caritas Incorporated | ||||||||
| 142 Bay Street | Glens Falls | NY | 12801 | NONE | PC | Health | $1,000 | |
| Catholic Partnership Schools Camden | ||||||||
| 808 Market Street 2nd Floor | Camden | NJ | 08102 | NONE | PC | Education | $5,000 | |
| Channel One Regional Food Bank | ||||||||
| 131 35th Street SE | Rochester | MN | 55904 | NONE | PC | Community Development | $2,500 | |
| Children's Healthcare of Atlanta Foundation | ||||||||
| 1577 Northeast Expressway Suite A | Atlanta | GA | 30329 | NONE | PC | Health | $3,000 | |
| Children's Hospital Colorado Foundation | ||||||||
| 13123 E 16th Avenue Box 045 | Aurora | CO | 80045 | NONE | PC | Health | $3,000 | |
| Circle of Life Children's Center | ||||||||
| 851 Broad Street | Elizabeth | NJ | 07208 | NONE | PC | Health | $20,000 | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue/UA3 | Cleveland | OH | 44195 | NONE | PC | Health | $10,000 | |
| College of New Jersey Foundation | ||||||||
| P O Box 7718 | Ewing | NJ | 086280718 | NONE | PC | Education | $10,000 | |
| Community Arts Association in Newton County | ||||||||
| 1106 Washington Street | Covington | GA | 30014 | NONE | PC | Culture, Arts & Humanities | $2,000 | |
| Community Educational Outreach | ||||||||
| P O Box 18874 | Denver | CO | 80218 | NONE | PC | Education | $3,000 | |
| Community Health Charities | ||||||||
| 1199 North Fairfax Street Suite 60 | Alexandria | VA | 22314 | NONE | PC | Federated Giving Programs for Employee Campaigns | $196,055 | |
| Community Health Charities of Georgia | ||||||||
| 3301 Buckeye Road Suite 203 | Atlanta | GA | 30341 | NONE | PC | Health | $3,000 | |
| Cookies For Kids Cancer | ||||||||
| P O Box 415 | Califon | NJ | 07830 | NONE | PC | Health | $5,000 | |
| Crandall Library | ||||||||
| 251 Glen Street | Glens Falls | NY | 12801 | NONE | PC | Culture, Arts & Humanities | $5,000 | |
| Crossroads Rhode Island | ||||||||
| 160 Broad Street | Providence | RI | 02903 | NONE | PC | Community Development | $5,000 | |
| Cystic Fibrosis Foundation | ||||||||
| 455 Patroon Creek Boulevard Suite | Albany | NY | 12206 | NONE | PC | Health | $5,000 | |
| Direct Relief | ||||||||
| 27 La Patera Lane | Santa Barbara | CA | 93117 | NONE | PC | Disaster Relief | $15,000 | |
| Double H Hole in the Woods Ranch | ||||||||
| 97 Hidden Valley Road | Lake Luzerne | NY | 12846 | NONE | PC | Community Development | $5,000 | |
| Drew University | ||||||||
| 36 Madison Avenue | Madison | NJ | 07940 | NONE | PC | Education | $5,000 | |
| Elizabeth Buffum Chace Center | ||||||||
| P O Box 9476 | Warwick | RI | 02889 | NONE | PC | Community Development | $3,000 | |
| Families Forward | ||||||||
| 8 Thomas | Irvine | CA | 92618 | NONE | PC | Community Development | $1,500 | |
| Family YMCA of the Glens Falls Area | ||||||||
| 600 Glen Street | Glens Falls | NY | 12801 | NONE | PC | Community Development | $2,500 | |
| Foundation for Morristown Medical Center | ||||||||
| 475 South Street First Floor | Morristown | NJ | 07960 | NONE | PC | Health | $25,000 | |
| Foundation for Service Dog Support | ||||||||
| 5350 West Bell Road Suite C122 6 | Glendale | AZ | 85308 | NONE | PC | Community Development | $1,500 | |
| Freedom House Foundation Inc | ||||||||
| 2004 Rt 31 N Suite 1 | Clinton | NJ | 08809 | NONE | SO I | Health | $7,000 | |
| Georgia Prostate Cancer Coalition | ||||||||
| 560 Barnesley Lane | Alpharetta | GA | 30022 | NONE | PC | Health | $2,000 | |
| Girls Incorporated of Greater Lowell | ||||||||
| 220 Worthen Street | Lowell | MA | 01852 | NONE | PC | Community Development | $1,500 | |
| Give2Asia | ||||||||
| 340 Pine Street Suite 501 | San Francisco | CA | 94104 | NONE | PC | Disaster Relief | $25,000 | |
| Give2Asia | ||||||||
| 340 Pine Street Suite 501 | San Francisco | CA | 94104 | NONE | PC | Disaster Relief | $25,000 | |
| Global Learning Inc | ||||||||
| P O Box 1011 | Chatham | NJ | 07928 | NONE | PC | Education | $2,500 | |
| Goodwill Industries of Rhode Island | ||||||||
| 100 Houghton Street | Providence | RI | 02904 | NONE | PC | Education | $5,000 | |
| Greater Glens Falls Senior Center | ||||||||
| 380 Glen Street | Glens Falls | NY | 12801 | NONE | PC | Community Development | $3,750 | |
| Habitat For Humanity of Berkeley County | ||||||||
| 1 Belknap Road | Goose Creek | SC | 29445 | NONE | PC | Community Development | $1,000 | |
| Hamilton House | ||||||||
| 276 Angell Street | Providence | RI | 02906 | NONE | PC | Education | $2,000 | |
| HandsOn Greater Phoenix | ||||||||
| 5151 North 19th Avenue Suite 200 | Phoenix | AZ | 85015 | NONE | PC | Education | $3,500 | |
| Hermanas Carmelitas Teresas De San Jose Inc | ||||||||
| P O Box 868 | Canovanas | PR | 00729 | NONE | PC | Community Development | $5,000 | |
| Hernia Repair for the Underserved | ||||||||
| 12370 Rose Lane | Omaha | NE | 68154 | NONE | PC | Health | $10,000 | |
| Hiawatha Homes Foundation | ||||||||
| 1820 Valkyrie Drive NW | Rochester | MN | 55901 | NONE | PC | Community Development | $2,500 | |
| Homefront Health Care | ||||||||
| 725 Branch Avenue Suite 214 | Providence | RI | 02904 | NONE | PC | Health | $3,000 | |
| Hope Hospice & Palliative Care Rhode Island | ||||||||
| 1085 North Main Street | Providence | RI | 02904 | NONE | PC | Health | $5,000 | |
| HopeKids Inc | ||||||||
| P O Box 28471 | Scottsdale | AZ | 85255 | NONE | PC | Community Development | $5,000 | |
| Hyde Collection Trust | ||||||||
| 161 Warren Street | Glens Falls | NY | 12801 | NONE | PC | Culture, Arts & Humanities | $2,500 | |
| Independent College Fund of New Jersey | ||||||||
| 797 Springfield Avenue | Summit | NJ | 07960 | NONE | PC | Education | $25,000 | |
| Ironwood Springs Christian Ranch | ||||||||
| 7291 CR 6 SW | Stewartville | MN | 55976 | NONE | PC | Community Development | $2,500 | |
| Ironwood Springs Christian Ranch | ||||||||
| 7291 CR 6 SW | Stewartville | MN | 55976 | NONE | PC | Community Development | $6,000 | |
| It's About Caring for Kids | ||||||||
| P O Box 16201 | Rochester | NY | 14616 | NONE | PC | Health | $2,500 | |
| John F Kennedy Center for the Performing Arts | ||||||||
| 2700 F Street NW | Washington | DC | 20566 | NONE | PC | Culture, Arts & Humanities | $33,333 | |
| John F Kennedy Medical Center Foundation | ||||||||
| 80 James Street | Edison | NJ | 08820 | NONE | PC | Health | $10,000 | |
| Johns Hopkins Medicine | ||||||||
| James Buchanan Brady Urological Ins | Baltimore | MD | 21287 | NONE | PC | Health | $20,000 | 600 North Wolfe Street CMSC 130 |
| Johns Hopkins University | ||||||||
| 5200 Eastern Avenue MFL Center Tow | Baltimore | MD | 21224 | NONE | PC | Health | $10,000 | Suite 359 |
| Junior Achievement of New Jersey | ||||||||
| 4365 Route One South | Princeton | NJ | 08540 | NONE | PC | Education | $2,500 | |
| Junior Achievement of Rhode Island | ||||||||
| 57 Greene Street | Warwick | RI | 02886 | NONE | PC | Education | $2,000 | |
| Kessler Foundation | ||||||||
| 300 Executive Drive Suite 70 | West Orange | NJ | 07052 | NONE | PC | Health | $2,500 | |
| Liberty Science Center | ||||||||
| 222 Jersey City Boulevard | Jersey City | NJ | 07305 | NONE | PC | Culture, Arts & Humanities | $10,000 | Liberty State Park |
| MAP International | ||||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | NONE | PC | Disaster Relief | $5,000 | |
| MAP International | ||||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | NONE | PC | Disaster Relief | $5,000 | |
| MAP International | ||||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | NONE | PC | Disaster Relief | $5,000 | |
| March of Dimes Foundation | ||||||||
| 1776 Peachtree Street NW Suite 200 | Atlanta | GA | 30309 | NONE | PC | Health | $2,500 | |
| Marklund Children's Home | ||||||||
| 1S450 Wyatt Drive | Geneva | IL | 60134 | NONE | PC | Health | $4,000 | |
| Massachusetts General Hospital | ||||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | NONE | PC | Health | $20,000 | |
| McCarter Theatre Center | ||||||||
| 91 University Place | Princeton | NJ | 08540 | NONE | PC | Culture, Arts & Humanities | $1,000 | |
| Meals on Wheels of Rhode Island Inc | ||||||||
| 70 Bath Street | Providence | RI | 02908 | NONE | PC | Community Development | $4,000 | |
| Merrimack Valley Food Bank | ||||||||
| P O Box 8638 | Lowell | MA | 01853 | NONE | PC | Community Development | $1,500 | |
| Morris Museum | ||||||||
| 6 Normandy Heights Road | Morristown | NJ | 07960 | NONE | PC | Culture, Arts & Humanities | $2,500 | |
| Morristown Neighborhood House Association | ||||||||
| 12 Flagler Street | Morristown | NJ | 07960 | NONE | PC | Community Development | $5,000 | |
| New Jersey Performing Arts Center | ||||||||
| One Center Street | Newark | NJ | 07102 | NONE | PC | Culture, Arts & Humanities | $20,000 | |
| New Jersey SEEDS | ||||||||
| 494 Broad Street Suite 105 | Newark | NJ | 07102 | NONE | PC | Education | $20,000 | |
| New Jersey Symphony Orchestra | ||||||||
| 60 Park Place 9th Floor | Newark | NJ | 07102 | NONE | PC | Culture, Arts & Humanities | $2,000 | |
| New Providence Downtown Improvement District | ||||||||
| 360 Elkwood Avenue | New Providence | NJ | 07974 | NONE | PC | Community Development | $5,000 | |
| New Providence Downtown Improvement District | ||||||||
| 360 Elkwood Avenue | New Providence | NJ | 07974 | NONE | PC | Community Development | $10,000 | |
| New Providence Fire Department | ||||||||
| 360 Elkwood Avenue | New Providence | NJ | 07974 | NONE | PC | Community Development | $5,433 | |
| Newton County Senior Services | ||||||||
| 6183 Turner Lake Road | Covington | GA | 30014 | NONE | PC | Community Development | $1,500 | |
| Northwestern University Feinberg School of Medicin | ||||||||
| Development Alumni Relations | Chicago | IL | 60611 | NONE | PC | Education | $50,000 | Arthur J Rubloff Building 9th Flo |
| Our House Foundation Inc | ||||||||
| 76 Floral Avenue | Murray Hill | NJ | 07974 | NONE | PC | Community Development | $7,500 | |
| Ovations For The Cure of Ovarian Cancer | ||||||||
| 79 Main Street Suite 202 | Framingham | MA | 01702 | NONE | PC | Health | $2,500 | |
| Overlook Hospital Foundation | ||||||||
| 36 Upper Overlook Road | Summit | NJ | 07902 | NONE | PC | Health | $25,000 | |
| Oxford College of Emory University | ||||||||
| 810 Whatcoat Street | Oxford | GA | 30054 | NONE | PC | Education | $2,500 | |
| Paper Mill Playhouse | ||||||||
| 22 Brookside Drive | Millburn | NJ | 07041 | NONE | PC | Culture, Arts & Humanities | $10,000 | |
| PediPlace | ||||||||
| 502 South Old Orchard Lane Suite 1 | Lewisville | TX | 75067 | NONE | PC | Health | $1,000 | |
| People For Irvine Community Health | ||||||||
| 1505 East 17th Street Suite 108 | Santa Ana | CA | 92705 | NONE | PC | Community Development | $1,500 | |
| Project Cameron's Story Inc | ||||||||
| 7 Faxon Street | Glens Falls | NY | 12801 | NONE | PC | Health | $1,500 | |
| Project HOPE | ||||||||
| 255 Carter Hall Lane P O Box 250 | Millwood | VA | 22646 | NONE | PC | Disaster Relief | $5,000 | |
| Project ReNeWal Domestic Violence Intervention | ||||||||
| Program Inc | Conyers | GA | 30012 | NONE | PC | Community Development | $9,600 | P O Box 1205 |
| Project ReNeWal Domestic Violence Intervention | ||||||||
| Program Inc | Conyers | GA | 30012 | NONE | PC | Community Development | $6,000 | P O Box 1205 |
| Ronald McDonald House Charities of Phoenix | ||||||||
| 501 East Roanoke Avenue | Phoenix | AZ | 85004 | NONE | PC | Community Development | $5,000 | |
| Roper St Francis Foundation | ||||||||
| 125 Doughty Street Suite 790 | Charleston | SC | 29403 | NONE | SO I | Health | $1,000 | |
| Roscoe Reading Program | ||||||||
| P O Box 2095 | Moncks Corner | SC | 29461 | NONE | PC | Education | $8,000 | |
| Rutgers University Foundation | ||||||||
| 65 Bergen Street 14th Floor | Newark | NJ | 07103 | NONE | PC | Health | $10,000 | |
| Rutgers University Foundation - Cancer | ||||||||
| Institute of New Jersey | New Brunswick | NJ | 08901 | NONE | PC | Education | $25,000 | 7 College Avenue Winants Hall |
| Rutgers University Foundation - Cancer | ||||||||
| Institute of New Jersey | New Brunswick | NJ | 08901 | NONE | PC | Health | $25,000 | 7 College Avenue Winants Hall |
| SAGE Eldercare Inc | ||||||||
| 290 Broad Street | Summit | NJ | 07901 | NONE | PC | Health | $15,000 | |
| Saint Barnabas Medical Center | ||||||||
| 94 Old Short Hills Road | Livingston | NJ | 07039 | NONE | PC | Health | $10,000 | |
| Salvation Army | ||||||||
| 37 Broad Street | Glens Falls | NY | 12801 | NONE | PC | Community Development | $5,000 | |
| Samaritans of Rhode Island | ||||||||
| PO Box 9086 | Providence | RI | 02940 | NONE | PC | Health | $5,000 | |
| Save the Bay Inc | ||||||||
| 100 Save The Bay Drive | Providence | RI | 02905 | NONE | PC | Education | $2,000 | |
| Senior Services Center of the Chathams | ||||||||
| 58 Meyersville Road | Chatham | NJ | 07928 | NONE | PC | Community Development | $1,000 | |
| Shakespeare Theatre of New Jersey | ||||||||
| 3 Vreeland Road | Florham Park | NJ | 07932 | NONE | PC | Culture, Arts & Humanities | $2,500 | |
| Society of Interventional Radiology Foundation | ||||||||
| 3975 Fair Ridge Dr 400N | Fairfax | VA | 22033 | NONE | SO I | Research Grants | $100,000 | |
| Special Olympics Georgia | ||||||||
| 4000 Dekalb Technology Pkwy | Atlanta | GA | 30340 | NONE | PC | Community Development | $3,000 | Suite 400 Building 400 |
| Special Olympics New Jersey | ||||||||
| 1 Eunice Kennedy Shriver Way | Lawrenceville | NJ | 08648 | NONE | PC | Community Development | $2,500 | |
| Special Olympics New York | ||||||||
| 504 Balltown Road | Schenectady | NY | 12304 | NONE | PC | Community Development | $5,000 | |
| Spectrum 360 (formerly The Children's Institute) | ||||||||
| One Sunset Avenue | Verona | NJ | 07044 | NONE | PC | Community Development | $5,000 | |
| St Peter's Hospital Foundation | ||||||||
| 254 Easton Avenue | New Brunswick | NJ | 08901 | NONE | PC | Health | $10,000 | |
| Steffen Thomas Museum & Archives | ||||||||
| 4200 Bethany Road | Buckhead | GA | 30625 | NONE | PC | Culture, Arts & Humanities | $3,000 | |
| Summit Speech School | ||||||||
| 705 Central Avenue | New Providence | NJ | 07974 | NONE | PC | Education | $15,000 | |
| SUNY Adirondack Foundation | ||||||||
| 640 Bay Road | Queensbury | NY | 12804 | NONE | PC | Education | $5,000 | |
| Surfrider Foundation | ||||||||
| P O Box 4216 | Seal Beach | CA | 90740 | NONE | PC | Environmental Quality & Protection | $1,000 | |
| Surgical Outreach for the Americas | ||||||||
| 12211 Blackheath Court | Saint Louis | MO | 63141 | NONE | PC | Health | $5,000 | |
| Susan G Komen Breast Cancer Foundation | ||||||||
| 4900 S Highland Drive Suite B | Salt Lake City | UT | 84117 | NONE | PC | Health | $12,000 | |
| Susan G Komen Breast Cancer Foundation | ||||||||
| 44 Middle Avenue 2nd Floor | Summit | NJ | 07901 | NONE | PC | Health | $10,000 | |
| Texas 4000 For Cancer | ||||||||
| P O Box 6459 | Austin | TX | 78762 | NONE | PC | Health | $3,000 | |
| The Board of Trustees of the Leland Stanford | ||||||||
| Junior Unit 318 Campus Drive Room | Stanford | CA | 943055428 | NONE | PC | Education | $100,000 | James H Clark Center |
| The Nehemiah Wall | ||||||||
| 1322 Hottle Avenue | Bethlehem | PA | 18017 | NONE | PC | Community Development | $2,500 | |
| The Senior Center of the Kingsbury and | ||||||||
| Fort Edward Area | Hudson Falls | NY | 12839 | NONE | PC | Community Development | $3,750 | 78 Oak Street |
| Thomas Jefferson University | ||||||||
| Office of Institutional Advancement | Philadelphia | PA | 19107 | NONE | PC | Health | $10,000 | 125 South 9th Street Suite 600 |
| Tri-County Scholarship Fund | ||||||||
| 4 Century Drive | Parsippany | NJ | 07054 | NONE | PC | Education | $15,000 | |
| Union County Performing Arts Center | ||||||||
| 1601 Irving Street | Rahway | NJ | 07065 | NONE | PC | Culture, Arts & Humanities | $5,000 | |
| United Way of Butler County | ||||||||
| 184 Pittsburgh Road | Butler | PA | 16001 | NONE | PC | Community Development | $5,500 | |
| United Way of Greater Union County | ||||||||
| 33 West Grand Street | Elizabeth | NJ | 07202 | NONE | PC | Federated Giving Programs for Employee Campaigns | $336,202 | |
| University Of Utah | ||||||||
| 10 North 1900 East | Salt Lake City | UT | 84112 | NONE | PC | Research Grants | $14,500 | |
| University of Utah | ||||||||
| WEB 1885 72 South Central Campus D | Salt Lake City | UT | 84112 | NONE | PC | Education | $15,000 | |
| University of Utah | ||||||||
| 72 South Central Campus Drive RM 1 | Salt Lake City | UT | 84112 | NONE | PC | Education | $15,000 | |
| Val Skinner Foundation | ||||||||
| P O Box 213 | Bay Head | NJ | 08742 | NONE | PC | Health | $20,000 | |
| Willing Helpers Medical Inc | ||||||||
| 8111 Brown Bridge Road | Covington | GA | 30014 | NONE | PC | Health | $15,900 | |
| WisePlace | ||||||||
| 1411 North Broadway | Santa Ana | CA | 92706 | NONE | PC | Community Development | $1,000 | |
| Woburn Council of Social Concern Inc | ||||||||
| 2 Merrimac Street | Woburn | MA | 01801 | NONE | PC | Community Development | $1,500 | |
| Working Wardrobes for a New Start | ||||||||
| 1851 Kettering Street | Irvine | CA | 92614 | NONE | PC | Community Development | $2,000 | |
| Matching Gifts - See Attachment 8 | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | NONE | PC | MATCHING GIFTS (SEE ATTACHED) | $882,423 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,820,046 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $454,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $464,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $464,819 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS PORTFOLIO | StockNm |
| EOY Book Value | $13,290,825 | EOYBookValueAmt |
| EOYFMV | $13,290,825 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED GAINS | $10,263 |
| MISC. BOOK/TAX DIFFERENCE | $813 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MATCHING GIFT ADMIN SERVICES | $24,280 | $0 | $0 | $24,280 |
| BANK MANAGEMENT FEE - UBS ACCT | $62,939 | $62,910 | ||
| BANK MANAGEMENT FEE-CHASE ACCT | $931 | $931 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $1,579 | $0 | $0 | $0 |
| ESTIMATED TAX PAID | $4,100 | $0 | $0 | $0 |
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