HARRIS COY FOUNDATION TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HARRIS COY FOUNDATION TR (EIN 22-3750768)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201711359349103816
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T14:53:04-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131639826PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 WOOD AVENUE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088302700ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223750768EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HARRIS-COY FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone7723400266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MCCA MAIL 5650 SW MAPP ROADAddressLine1Txt
CityPALM CITYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34990ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADELAIDE COYPersonNm
Person TitleMANAGERPersonTitleTxt
Phone7723400266PhoneNum
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK F MEOLAPreparerPersonNm
PTINP00194457PTIN
Phone7322437000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.238.150.11IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-10IPDt
IP Tm14:58:45IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id226769FF66DDF92685395ABB2B7BD822137A56C6AtSubmissionCreationDeviceId
At Submission Filing Device Id226769FF66DDF92685395ABB2B7BD822137A56C6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$711,843FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,303DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,303DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,817NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$253,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,817CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,127TotalRevAndExpnssAmt
Total Net Invst Incm$28,127TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,689AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,845AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,844AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$257TaxesRevAndExpnssAmt
Taxes Net Invst Incm$257TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,264OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,264OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,366TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,844TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,710TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,366TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,344TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,583ExcessRevenueOverExpensesAmt
Net Investment Income$23,761NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,993CashBOYAmt
Cash EOY$77,402CashEOYAmt
Cash EOYFMV$77,402CashEOYFMVAmt
Other Investments BOY$648,113OtherInvestmentsBOYAmt
Other Investments EOY$617,121OtherInvestmentsEOYAmt
Other Investments EOYFMV$634,441OtherInvestmentsEOYFMVAmt
Total Assets BOY$710,106TotalAssetsBOYAmt
Total Assets EOY$694,523TotalAssetsEOYAmt
Total Assets EOYFMV$711,843TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,779,651CapitalStockBOYAmt
Capital Stock EOY$1,779,651CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$1,069,545RetainedEarningBOYAmt
Retained Earning EOY-$1,085,128RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$710,106TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$694,523TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$710,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$694,523TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$710,106TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,583ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$694,523SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$694,523TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
58 SHRS VANGUARD INTERMEDIATE TERM CORP BONDP2015-11-042016-10-21$5,079$4,926$153$153
191 SHRS ISHARES CORE US TREASURY BONDP2015-06-022016-03-28$4,891$4,794$97$97
54 SHRS ISHARES INC CORE MSCI EMERGING MKTSP2016-06-072016-10-27$2,434$2,273$161$161
107 SHRS PIONEER FUNDAMENTAL GROWTH FUNDP2016-06-072016-10-21$2,103$2,054$49$49
524.288 SHRS OPPENHEIMER RISING DIVIDENDSP2016-03-242016-06-17$10,045$10,057-$12-$12
139 SHRS TRANSAMERICA EMERGING MARKETSP2015-06-022016-03-28$1,358$1,436-$78-$78
18 SHRS AMERICAN EURO PACIFIC GROWTH FUNDP2016-03-282016-10-27$844$785$59$59
224 SHRS ISHARES RUSSELL 1000 GROWTHP2014-04-022016-10-21$23,112$19,608$3,504$3,504
116 SHRS ISHARES RUSSELL 1000 VALUEP2014-04-022016-10-21$12,116$11,248$868$868
359 SHRS ISHARES CORE US TREASURY BONDP2015-06-022016-10-21$9,349$9,011$338$338
3034 SHRS THE OAKMARK INTL FUNDP2014-01-082016-10-27$65,749$69,221-$3,472-$3,472
133 SHRS JOHN HANCOCK DISCIPLINED VALUE FUNDP2015-06-022016-10-21$2,395$2,579-$184-$184
411 SHRS TCW TOTAL RETURN BONDP2012-07-062016-10-21$4,245$4,011$234$234
97 SHRS CLEARBRIDGE SMALL CAP GROWTH FUNDP2013-01-082016-10-21$2,705$2,078$627$627
2787 SHRS OPPENHEIMER RISING DIVIDENDS FUNDP2014-12-042016-06-07$53,399$55,404-$2,005-$2,005
141 SHRS TRANSAMERICA EMERGING MARKETS DEBT FDP2015-06-022016-10-21$1,497$1,454$43$43
63 SHRS VICTORY SYCAMORE SMALL COMPANYP2014-01-082016-10-21$2,455$2,506-$51-$51
434 SHRS AMERICAN EURO PACIFIC GROWTH FUNDP2015-09-112016-10-27$20,353$20,229$124$124
515 SHRS BLACKROCK EQTY DIVIDEND FUNDP2012-02-242016-10-21$11,324$9,898$1,426$1,426
611 SHRS OPPENHEIMER RISING DIVIDENDS FUNDP2011-12-092016-06-07$11,707$9,024$2,683$2,683
624 SHRS MAINSTAY LARGE CAP GROWTH FUNDP2011-09-062016-10-21$6,133$4,349$1,784$1,784
LESS TRANSACTION COSTSP2016-01-012016-12-31$479-$479-$479
LESS TRANSACTION COSTSP2015-01-012016-12-31$4,052-$4,052-$4,052
FieldValueIRS element (for citing)
Capital Gain Net Income$1,817CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,071AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$717,883NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.008457DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,390AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$736,865NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052099DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,871AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$711,138NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064504DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$681,730NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056987DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,736AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$703,051NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055097DistributionYr5Rt
Total Distribution0.237144TotalDistributionRt
Average Distribution0.047429AverageDistributionRt
Net Vl Noncharitable Assets$670,900NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,820AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$238NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$32,058AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,344QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$238InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$238SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$238TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8TotalPaymentsAndCreditsAmt
Tax Due$230TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksADELAIDE COYIndividualWithBooksNm
Phone7723400266PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1MCCA MAIL 5650 SW MAPP ROADAddressLine1Txt
CityPALM CITYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34990ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADELAIDE H COY
MCCA MAIL 5650 SW MAPP ROADPALM CITYFL34990MANAGER0.00$0$0$0
JOHN REYNOLDS
PO BOX 408NEW MILFORDPA118340408MANAGER0.00$0$0$0
MARIA SILVAGNI
82 MOUNTAIN AVENUEGILLETTENJ07933MANAGER0.00$0$0$0
EDMUND G WARREN
57 EAST SHORE DRIVEDENVILLENJ07834MANAGER0.00$0$0$0
TIMOTHY COY
2801 1ST AVENUE 214SEATTLEWA98121MANAGER0.00$0$0$0
VALERIE WHITE
14 EAST 4TH STREET APARTMENT 1103NEW YORKNY10012MANAGER0.00$0$0$0
MEAGAN COY
92 FAIRMONT ROADCALIFONNJ07780MANAGER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$642,683AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,434AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$681,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$681,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$670,900NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,545MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,545MinimumInvestmentReturnAmt
Tax Based On Investment Income$238TaxBasedOnInvestmentIncomeAmt
Total Tax$238TotalTaxAmt
Distributable Before Adj$33,307DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,307DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,307DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,344ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,344QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$238PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,106AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,307DistributableAsAdjustedAmt
Undistributed Income PY$2,360UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$39,344QualifyingDistributionsAmt
Applied To Year1$2,360AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,307AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,677RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,677TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,677ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,677ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOPE RURAL SCHOOL
15929 SW 150TH STINDIANTOWNFL34956NONEPUBLIC CHARITYUNRESTRICTED USE BY CHARITY$3,500
JERSEY BATTERED WOMEN'S SERVICE
PO BOX 1437MORRISTOWNNJ07962NONEPUBLIC CHARITYUNRESTRICTED USE BY CHARITY$34,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,303ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,817ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,127ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,127TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,689Amt
Net Investment Income$1,845NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,844DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCH MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$617,121BookValueAmt
EOYFMV$634,441EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$2,264RevenueAndExpensesPerBooksAmt
Net Investment Income$2,264NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN INCOME TAXCategoryTxt
Amt$257Amt
Net Investment Income$257NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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