ESSIG ENRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ESSIG ENRIGHT FAMILY FOUNDATION (EIN 68-0533258)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201641349349102219
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T13:23:45-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364379428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOSAIC FINANCIAL GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 NORTH WABASH AVENUE SUITE 1650 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680533258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSIG ENRIGHT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESSI | BusinessNameControlTxt |
| Phone | 6099362245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 NASSAU STREET NO 320 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN S ENRIGHT | PersonNm |
| Person Title | SECRETARY AND TREASURER | PersonTitleTxt |
| Phone | 6099362245 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J DEBRUYNE | PreparerPersonNm |
| PTIN | P01219260 | PTIN |
| Phone | 3122555490 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,004,367 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $42 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $179,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,055 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $179,055 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $651,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,125,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $651,989 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $831,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $831,086 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $179,097 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $541,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $541,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $551,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $831,086 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $179,097 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,220,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,396,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,396,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,269,531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,372,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,607,476 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,490,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,769,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,004,367 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,490,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,769,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,490,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,769,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,490,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,769,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,490,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,139 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,769,195 | SubtotalAmt |
| Other Decreases | $29 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,769,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT-TERM INVEST GR ADM | 2015-10-09 | $18,772 | $18,947 | -$175 | -$175 |
| SHORT-TERM INVEST GR ADM | 2015-10-09 | $54,173 | $54,675 | -$502 | -$502 |
| SHORT-TERM INVEST GR ADM | 2015-10-09 | $798,341 | $800,950 | -$2,609 | -$2,609 |
| HEALTHEQUITY INC COM | 2015-04-27 | $3,254,059 | $2,598,784 | $655,275 | $655,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $651,989 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $655,100 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $426,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,928,508 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039026 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $256,588 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,715,369 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $232,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,107,882 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045600 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $197,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,718,333 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041927 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,359 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,153,742 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037161 | DistributionYr5Rt |
| Total Distribution | 0.193155 | TotalDistributionRt |
| Average Distribution | 0.038631 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,355,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $515,942 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $524,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $541,877 | 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 | $8,311 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,311 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $3,161 | TaxDueAmt |
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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6099362245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 NASSAU STREET NO 320 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STUART M ESSIG | ||||||||
| 26 CONISTON COURT | PRINCETON | NJ | 08540 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIN S ENRIGHT | ||||||||
| 26 CONISTON COURT | PRINCETON | NJ | 08540 | SECRETARY AND TREASURER | 0.00 | $0 | $0 | $0 |
| JOHN BELL HENNEMAN III | ||||||||
| 78 SHADYBROOK LANE | PRINCETON | NJ | 08540 | TRUSTEE | 0.00 | $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 | $10,312,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,246,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,559,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,559,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,355,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $667,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $667,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,311 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,311 | TotalTaxAmt |
| Distributable Before Adj | $659,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $659,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $659,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $541,877 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,311 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $533,566 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $659,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $541,109 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $541,109 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $658,703 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART M ESSIG | ContributingManagerNm |
| Contributing Manager | ERIN S ENRIGHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAMPHILL FOUNDATION | ||||||
| 285 HUNGRY HOLLOW ROAD | CHESTNUT RIDGE | NY | 10977 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $250 |
| CHILDREN'S BRAIN TUMOR FOUNDATION | ||||||
| 274 MADISON AVENUE SUITE 1004 | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $15,500 |
| CHILDREN'S SERVICES OF CENTRAL NJ | ||||||
| 40 NORTH AVENUE | ELIZABETH | NJ | 07208 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $2,500 |
| CRISIS MINISTRY OF TRENTON | ||||||
| 123 E HANOVER STREET | TRENTON | NJ | 08608 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $2,500 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $377,000 |
| FRIENDS OF THE INSTITUTE FOR ADVANCED STUDY | ||||||
| EINSTEIN DRIVE | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $1,750 |
| ISLES INC | ||||||
| 10 WOOD STREET | TRENTON | NJ | 08618 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $20,627 |
| KIEVE-WAVUS EDUCATION INC | ||||||
| 42 I42 | NOBLEBORO | ME | 04555 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $2,000 |
| LAWRENCEVILLE SCHOOL | ||||||
| 2500 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $12,500 |
| MUSEUM AT ELDRIDGE STREET | ||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $250 |
| PENNINGTON SCHOOL | ||||||
| 112 W DELAWARE AVENUE | PENNINGTON | NJ | 08534 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $25,000 |
| PRINCETON MONTESSORI SOCIETY | ||||||
| 487 CHERRY VALLEY ROAD | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $1,500 |
| PRINCETON SYMPHONY ORCHESTRA | ||||||
| PO BOX 250 | PRINCETON | NJ | 08542 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $500 |
| PRINCETON UNIVERSITY | ||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $75,000 |
| THE JIMMY FUND | ||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $500 |
| TRENTON AREA SOUP KITCHEN | ||||||
| 72 ESCHER STREET | TRENTON | NJ | 08609 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $2,500 |
| PANCREATIC CANCER ACTION NETWORK | ||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $500 |
| TRENTON CIRCUS SQUAD | ||||||
| 675 S CLINTON AVE | TRENTON | NJ | 08611 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $500 |
| ARTS COUNCIL OF PRINCETON | ||||||
| 102 WITHERSPOON ST | PRINCETON | NJ | 08542 | PUBLIC CHARITY | GENERAL EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $541,877 | 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 | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $651,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $831,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $831,086 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN BROKERAGE ACCOUNT | $3,085,171 | $3,932,261 |
| VANGUARD BROKERAGE ACCOUNT | $3,424,786 | $4,480,084 |
| PIPER JAFFEY ACCOUNT | $862,318 | $1,195,131 |
| HEALTHEQUITY INC. SECURITIES | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES VALUATION ADJUSTMENT | Desc |
| Amt | $29 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $7,070 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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