C R BARD FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- C R BARD FOUNDATION INC (EIN 22-2840708)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201621329349102472
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T15:22:58-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | TREASURER | PersonTitleTxt |
| Phone | 9082778265 | PhoneNum |
| Signature | 2016-05-11 | 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 | 9082778265 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,775,360 | 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 | $113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $118 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $402,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$309,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,282,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $92,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,318 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,547 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,442 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,420,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,420,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,561,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,459,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,468,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,771 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,415 | CashBOYAmt |
| Cash EOY | $40,986 | CashEOYAmt |
| Cash EOYFMV | $40,986 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,793,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,734,374 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,734,374 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,892,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,775,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,775,360 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $18,892,415 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,775,360 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,892,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,775,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,892,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,775,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,892,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,468,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$428,580 | OtherIncreasesAmt |
| Subtotal | $15,994,928 | SubtotalAmt |
| Other Decreases | $219,568 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,775,360 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS ACCOUNT 3F 02431 | $1,537,994 | $1,606,507 | -$68,513 | -$68,513 |
| UBS ACCOUNT 3F 02431 | $1,852,702 | $1,980,516 | -$127,814 | -$127,814 |
| UBS ACCOUNT 3F 02431 | $5,037 | $5,037 | $5,037 | |
| UBS ACCOUNT 3F 02432 | $1,493,818 | $1,454,689 | $39,129 | $39,129 |
| UBS ACCOUNT 3F 02432 | $365,648 | $419,955 | -$54,307 | -$54,307 |
| UBS ACCOUNT 3F 02433 | $1,921,122 | $1,996,315 | -$75,193 | -$75,193 |
| UBS ACCOUNT 3F 02433 | $79,555 | $90,471 | -$10,916 | -$10,916 |
| UBS ACCOUNT 3F 02463 | $262,459 | $262,010 | $449 | $449 |
| UBS ACCOUNT 3F 02463 | $1,764,476 | $1,762,803 | $1,673 | $1,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$290,455 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,984,732 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,801,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.179298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,442,984 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,944,290 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.256492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,558,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $404,549 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 6.32383 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,391,616 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $901,693 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.652362 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,217,276 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $884,651 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.506385 | DistributionYr5Rt |
| Total Distribution | 12.918367 | TotalDistributionRt |
| Average Distribution | 2.583673 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,231,475 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,520,497 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,548 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,522,045 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,459,379 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,095 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,095 | SubtotalAmt |
| Tax Based On Investment Income | $3,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,006 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,006 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,911 | OverpaymentAmt |
| Applied To ES Tax | $5,911 | 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 | $15,706,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,787,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,493,883 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,493,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,231,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $861,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $861,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,095 | TotalTaxAmt |
| Distributable Before Adj | $858,479 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $858,479 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $858,479 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,459,379 | 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 | $2,459,379 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,459,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $858,479 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,172,793 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,346,531 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,532,365 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,345,704 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,578,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,975,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,459,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $858,479 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,600,900 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,576,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,172,793 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,403,746 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,346,531 | ExcessFromYear4Amt |
| Excess From Year3 | $2,532,365 | ExcessFromYear3Amt |
| Excess From Year2 | $2,345,704 | ExcessFromYear2Amt |
| Excess From Year1 | $3,578,246 | ExcessFromYear1Amt |
| Excess From Current Year | $1,600,900 | 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 (176 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 | $10,500 | |
| 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 | $5,000 | |
| Amanda Hope Rainbow Angels | ||||||||
| 304 West Orangewood Avenue | Phoenix | AZ | 85021 | NONE | PC | Health | $5,000 | |
| American Cancer Society | ||||||||
| 2310 Route 34 Suite 1D | Manasquan | NJ | 08736 | NONE | PC | Health | $1,500 | |
| 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 | Health | $10,000 | |
| American Diabetes Association | ||||||||
| 5333 N 7th Street Suite B212 | Phoenix | AZ | 85014 | NONE | PC | Health | $5,000 | |
| American Diabetes Association | ||||||||
| 5333 N 7th Street Suite B212 | Phoenix | AZ | 85014 | NONE | PC | Health | $10,000 | |
| 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 | 086914183 | NONE | PC | Health | $10,000 | |
| American Inst for Medical & Biological ENGINEERING | ||||||||
| 1701 K Street NW Suite 510 | Washington | DC | 20006 | NONE | PC | Education | $10,000 | |
| American Red Cross | ||||||||
| 695 Springfield Avenue | Summit | NJ | 07901 | NONE | PC | Community Development | $7,500 | |
| American Red Cross | ||||||||
| 33 Everett Road | Albany | NY | 12205 | NONE | PC | Community Development | $2,000 | |
| American Red Cross | ||||||||
| P O Box 9021067 | San Juan | PR | 009021067 | NONE | PC | Community Development | $5,000 | |
| AmeriCares Foundation | ||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | Health | $10,000 | |
| AmeriCares Foundation | ||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | Disaster Relief | $10,000 | |
| Angel Flight Soars Inc | ||||||||
| 2000 Airport Road Suite 227 | Atlanta | GA | 30341 | NONE | PC | Health | $2,650 | |
| Arnold Palmer Medical Center Foundation | ||||||||
| 3160 Southgate Commerce Blvd | Orlando | FL | 32806 | NONE | PC | Health | $20,000 | |
| Autism Speaks Inc | ||||||||
| 668 North 44th Street Suite 300 | Phoenix | AZ | 85008 | NONE | PC | Health | $5,000 | |
| Autism Speaks Inc | ||||||||
| 1060 State Road 2nd Floor | Princeton | NJ | 08540 | NONE | PC | Health | $5,000 | |
| Berkeley COUnty FNDN of VLTR of the SC GUARDIAN | ||||||||
| Ad Litem Program | Moncks Corner | SC | 29461 | NONE | PC | Community Development | $4,000 | 111 Pine Street |
| Berkeley Seniors Inc | ||||||||
| 103 Gulledge Street | Moncks Corner | SC | 29461 | NONE | PC | Community Development | $4,000 | |
| 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 | Community Development | $15,000 | |
| Brave Will Foundation | ||||||||
| 371 Schauber Road | Ballston Lake | NY | 12019 | NONE | PC | Community Development | $2,500 | |
| Callen Lacey Center for Children | ||||||||
| 5055 Lackawanna Blvd | North Charleston | SC | 29405 | NONE | PC | Community Development | $12,000 | |
| Camp Ruggles Inc | ||||||||
| P O Box 353 | Chepachet | RI | 02814 | NONE | PC | Community Development | $2,000 | |
| Cancer Support Community of Central New Jersey | ||||||||
| 3 Crossroads Drive | Bedminster | NJ | 07921 | NONE | PC | Health | $5,000 | |
| Canine Companions For Independence | ||||||||
| 124 Rancho Oro Drive | Oceanside | CA | 92081 | NONE | PC | Community Development | $1,000 | |
| Catalyst Inc | ||||||||
| 120 Wall Street 15th Floor | New York | NY | 10005 | NONE | PC | Community Development | $10,000 | |
| Catholic Partnership Schools Camden | ||||||||
| 808 Market Street 2nd Floor | Camden | NJ | 08102 | NONE | PC | Education | $5,000 | |
| Centro de Ensenanza Para La Familia Inc | ||||||||
| P O Box 8052 | Humacao | PR | 00792 | NONE | PC | Community Development | $2,000 | |
| Channel One Regional Food Bank | ||||||||
| 131 35th Street SE | Rochester | MN | 55904 | NONE | PC | Community Development | $5,000 | |
| 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 East 16th Avenue Box 045 | Aurora | CO | 80045 | NONE | PC | Health | $3,500 | |
| Circle of Life Children's Center | ||||||||
| 851 North Broad Street | Elizabeth | NJ | 07208 | NONE | PC | Health | $10,000 | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | 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 | $1,500 | |
| Community Educational Outreach | ||||||||
| PO Box 18874 | Denver | CO | 80218 | NONE | PC | Education | $3,500 | |
| Community Health Charities | ||||||||
| 121 Hennepin Avenue South | Minneapolis | MN | 55401 | NONE | PC | Federated Giving Programs for Employee Campaigns | $6,564 | |
| Community Health Charities of Arizona | ||||||||
| 24654 North Lake Pleasant Pkwy 10 | Peoria | AZ | 85383 | NONE | PC | Federated Giving Programs for Employee Campaigns | $11,428 | |
| Community Health Charities of Georgia | ||||||||
| 3301 Buckeye Road Suite 203 | Atlanta | GA | 30341 | NONE | PC | Federated Giving Programs for Employee Campaigns | $954 | |
| Community Health Charities of Georgia | ||||||||
| 3301 Buckeye Road Suite 203 | Atlanta | GA | 30341 | NONE | PC | Health | $3,000 | |
| Community Health Charities of Illinois | ||||||||
| 1218 Windsor Drive | Normal | IL | 61761 | NONE | PC | Federated Giving Programs for Employee Campaigns | $1,200 | |
| Community Health Charities of New England | ||||||||
| 35 Cold Spring Road Suite 412 | Rocky Hill | CT | 06067 | NONE | PC | Federated Giving Programs for Employee Campaigns | $134 | |
| Community Health Charities of New Jersey | ||||||||
| 15 Highland Avenue | Matawan | NJ | 07747 | NONE | PC | Federated Giving Programs for Employee Campaigns | $89,856 | |
| Community Health Charities of New York | ||||||||
| 1159 Lacy Road | Skaneateles | NY | 13152 | NONE | PC | Federated Giving Programs for Employee Campaigns | $1,412 | |
| Community Health Charities of Utah | ||||||||
| 480 East 400 South Suite 50 | Salt Lake City | UT | 84111 | NONE | PC | Federated Giving Programs for Employee Campaigns | $33,471 | |
| Cookies For Kids Cancer | ||||||||
| 31 Hoffmans Crossing Road | Cornelius | NC | 28031 | NONE | PC | Health | $5,000 | |
| Covington Newton County United Way | ||||||||
| P O Box 1344 | Covington | GA | 30015 | NONE | PC | Federated Giving Programs for Employee Campaigns | $8,835 | |
| Crisis Nursery Inc | ||||||||
| P O Box 4114 | Mesa | AZ | 85211 | NONE | PC | Community Development | $2,500 | |
| Crossroads Rhode Island | ||||||||
| 160 Broad Street | Providence | RI | 02903 | NONE | PC | Community Development | $3,000 | |
| Cystic Fibrosis Foundation | ||||||||
| 455 Patroon Creek Boulevard Suite | Albany | NY | 12206 | NONE | PC | Health | $5,000 | |
| Davita Village Trust Inc | ||||||||
| 2000 16th Street | Denver | CO | 80202 | NONE | PC | Health | $1,000 | |
| Direct Relief | ||||||||
| 27 South La Patera Lane | Goleta | CA | 93117 | NONE | PC | Disaster Relief | $10,000 | |
| Double H Hole in the Woods Ranch | ||||||||
| 97 Hidden Valley Road | Lake Luzerne | NY | 12846 | NONE | PC | Health | $12,600 | |
| Eagle Mount - Bozeman | ||||||||
| 6901 Goldenstein Lane | Bozeman | MT | 59715 | NONE | PC | Community Development | $1,500 | |
| Elizabeth Buffum Chace Center | ||||||||
| P O Box 9476 | Warwick | RI | 02889 | NONE | PC | Community Development | $2,000 | |
| Families Forward | ||||||||
| 8 Thomas | Irvine | CA | 92618 | NONE | PC | Community Development | $1,500 | |
| Fondos Unidos De Puerto Rico | ||||||||
| P O Box 191914 | San Juan | PR | 009191914 | NONE | PC | Federated Giving Programs for Employee Campaigns | $31,811 | |
| Fondos Unidos De Puerto Rico | ||||||||
| P O Box 191914 | San Juan | PR | 009191914 | NONE | PC | Federated Giving Programs for Employee Campaigns | $7,872 | |
| Foundation for Morristown Medical Center | ||||||||
| 475 South Street | 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 | $5,500 | |
| Foundation for Surgical Fellowships | ||||||||
| 11300 West Olympic Blvd Suite 600 | Los Angeles | CA | 90064 | NONE | PC | Education | $5,000 | |
| Freedom House Foundation Inc | ||||||||
| 2004 Route 31 N Suite 1 | Clinton | NJ | 08809 | NONE | PC | Health | $7,000 | |
| Fundacion Hogar Ninito Jesus Inc | ||||||||
| P O Box 192503 | San Juan | PR | 009192503 | NONE | PC | Community Development | $2,500 | |
| Georgia Prostate Cancer Coalition | ||||||||
| 560 Barnesley Lane | Alpharetta | GA | 30022 | NONE | PC | Health | $1,500 | |
| Good Neighbor Center | ||||||||
| 441 Rice Street | St Paul | MN | 55103 | NONE | PC | Education | $4,000 | |
| Goodwill Industries of Rhode Island | ||||||||
| 100 Houghton Street | Providence | RI | 02904 | NONE | PC | Education | $5,000 | |
| Goodwill of Orange County | ||||||||
| 410 North Fairview Street | Santa Ana | CA | 92703 | NONE | PC | Community Development | $1,000 | |
| Greater Gallatin United Way | ||||||||
| 945 Technology Blvd 101F | Bozeman | MT | 59718 | NONE | PC | Federated Giving Programs for Employee Campaigns | $50 | |
| Greater Twin Cities United Way | ||||||||
| 404 South 8th Street | Minneapolis | MN | 554041027 | NONE | PC | Federated Giving Programs for Employee Campaigns | $9,369 | |
| Habitat For Humanity of Berkeley County | ||||||||
| 1 Belknap Road | Goose Creek | SC | 29445 | NONE | PC | Community Development | $1,000 | |
| HandsOn Greater Phoenix | ||||||||
| 5151 North 19th Avenue Suite 200 | Phoenix | AZ | 85015 | NONE | PC | Education | $3,500 | |
| Hernia Repair for the Underserved | ||||||||
| 12370 Rose Lane | Omaha | NE | 68154 | NONE | PC | Health | $10,000 | |
| High Peaks Hospice & Palliative Care Inc | ||||||||
| 79 Glenwood Avenue 2nd Floor | Queensbury | NY | 12804 | NONE | PC | Health | $5,000 | |
| Home and Hospice Care of Rhode Island | ||||||||
| 1085 North Main Street | Providence | RI | 02904 | NONE | PC | Health | $4,000 | |
| HopeKids Inc | ||||||||
| P O Box 672 | Cave Creek | AZ | 85327 | NONE | PC | Health | $2,500 | |
| HopeKids Inc | ||||||||
| P O Box 672 | Cave Creek | AZ | 85327 | NONE | PC | Community Development | $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 | $10,000 | |
| JDRF International | ||||||||
| 501 Martindale Street Suite 670 | Pittsburgh | PA | 15212 | NONE | PC | Health | $4,000 | |
| Job Club RI | ||||||||
| 376 Arnolds Neck Road | Warwick | RI | 02886 | NONE | PC | Community Development | $2,000 | |
| 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 | ||||||||
| 5200 Eastern Avenue MFL Center Tow | Baltimore | MD | 21224 | NONE | PC | Health | $10,000 | |
| Johns Hopkins Medicine | ||||||||
| James Buchanan Brady Urological Ins | Baltimore | MD | 212872101 | NONE | PC | Health | $20,000 | 600 north wolfe street marburg 135 |
| Junior Achievement of New Jersey | ||||||||
| 4365 Route One South | Princeton | NJ | 08540 | NONE | PC | Education | $2,500 | |
| Junior Achievement of Rhode Island | ||||||||
| 120 Waterman Street 200 | Providence | RI | 02906 | NONE | PC | Education | $2,000 | |
| Juvenile Diabetes Research FNDN INTERNATIONAL | ||||||||
| 132 South 600 East Suite 100 | Salt Lake City | UT | 84102 | NONE | PC | Health | $2,000 | |
| Kessler Foundation | ||||||||
| 300 Executive Drive Suite 70 | West Orange | NJ | 07052 | NONE | PC | Health | $2,500 | |
| Liberty Science Center | ||||||||
| 222 Jersey City Blvd Liberty Stat | Jersey City | NJ | 07305 | NONE | PC | Culture, Arts & Humanities | $10,000 | |
| Library Sq Foundation for Arts Culture & ScIENCE | ||||||||
| 209 E 500 S | Salt Lake City | UT | 84101 | NONE | PC | Culture, Arts & Humanities | $10,000 | |
| Make A Wish Foundation of Utah | ||||||||
| 771 E Winchester Street | Murray | UT | 84107 | NONE | PC | Health | $5,000 | |
| Marklund Children's Home | ||||||||
| 1S450 Wyatt Drive | Geneva | IL | 60134 | NONE | PC | Community Development | $4,000 | |
| McCarter Theatre Center | ||||||||
| 91 University Place | Princeton | NJ | 08540 | NONE | PC | Culture, Arts & Humanities | $2,000 | |
| Meals on Wheels of Rhode Island Inc | ||||||||
| 70 Bath Street | Providence | RI | 02908 | NONE | PC | Community Development | $3,000 | |
| Medtech And Biotech Veterans Program Inc | ||||||||
| 3246 Grey Hawk Court | Carlsbad | CA | 92010 | NONE | PC | Community Development | $20,000 | |
| Merrimack Valley Food Bank | ||||||||
| 735 Broadway Street | Lowell | MA | 01854 | NONE | PC | Community Development | $3,000 | |
| Monroe Bike Shop | ||||||||
| 3400 Stock Road | Monroe | GA | 30656 | NONE | PC | Community Development | $2,500 | |
| Morristown Neighborhood House Association | ||||||||
| 12 Flagler Street | Morristown | NJ | 07960 | NONE | PC | Community Development | $5,000 | |
| Mutual Ground Inc | ||||||||
| 418 Oak Avenue | Aurora | IL | 60506 | NONE | PC | Health | $1,000 | |
| 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 Providence Downtown Improvement District | ||||||||
| 360 Elkwood Avenue | New Providence | NJ | 07974 | NONE | PC | Community Development | $5,000 | |
| New Providence Education Foundation | ||||||||
| P O Box 993 | New Providence | NJ | 07974 | NONE | PC | Education | $4,000 | |
| New Providence Fire Department | ||||||||
| PO Box 671 | New Providence | NJ | 07974 | NONE | PC | Community Development | $7,959 | |
| Northwestern Univ Feinberg School of Medicine | ||||||||
| Arthur J Rubloff Building 9th Flo | Chicago | IL | 60611 | NONE | PC | Education | $50,000 | |
| NTM Information and Research Inc | ||||||||
| 1550 Madruga Avenue Suite 230 | Coral Gables | FL | 33143 | NONE | PC | Education | $10,000 | |
| NuPath Inc | ||||||||
| 147 New Boston Street | Woburn | MA | 01801 | NONE | PC | Community Development | $2,500 | |
| Orange County United Way | ||||||||
| 18012 Mitchell Avenue South | Irvine | CA | 926146008 | NONE | PC | Federated Giving Programs for Employee Campaigns | $1,200 | |
| 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 | $2,150 | |
| Paper Mill Playhouse | ||||||||
| 22 Brookside Drive | Millburn | NJ | 07041 | NONE | PC | Culture, Arts & Humanities | $10,000 | |
| Project HOPE | ||||||||
| 255 Carter Hall Lane P O Box 250 | Millwood | VA | 22646 | NONE | PC | Health | $98,497 | |
| Project HOPE | ||||||||
| 255 Carter Hall Lane P O Box 250 | Millwood | VA | 22646 | NONE | PC | Disaster Relief | $5,000 | |
| Project ReNeWal DMSTC Violence Intervntn ProGINc | ||||||||
| P O Box 1205 | Conyers | GA | 30012 | NONE | PC | Community Development | $5,000 | |
| Providence Speech and Hearing Center | ||||||||
| 1301 West Providence Avenue | Orange | CA | 92868 | NONE | PC | Health | $1,000 | |
| Purdue Foundation Inc | ||||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | NONE | PC | Education | $5,000 | |
| 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 | PC | Health | $1,000 | |
| Roscoe Reading Program | ||||||||
| P O Box 2095 | Moncks Corner | SC | 29461 | NONE | PC | Education | $7,000 | |
| Ruff Start Rescue Inc | ||||||||
| P O Box 129 | Princeton | MN | 55371 | NONE | PC | Community Development | $2,500 | |
| Rutgers University Foundation | ||||||||
| 120 Albany Street Tower 2 Room 28 | New Brunswick | NJ | 08901 | NONE | PC | Health | $10,000 | |
| Rutgers University Foundation - Cancer inst of nj | ||||||||
| 7 College Avenue Winants Hall | New Brunswick | NJ | 08901 | NONE | PC | Research Grants | $25,000 | |
| Rutgers University Foundation - Cancer inst of nj | ||||||||
| 7 College Avenue Winants Hall | New Brunswick | NJ | 08901 | NONE | PC | Health | $25,000 | |
| SAGE Eldercare Inc | ||||||||
| 290 Broad Street | Summit | NJ | 07901 | NONE | PC | Health | $15,000 | |
| Salvation Army | ||||||||
| 37 Broad Street | Glens Falls | NY | 12801 | NONE | PC | Community Development | $7,000 | |
| Samaritans of Rhode Island | ||||||||
| PO Box 9086 | Providence | RI | 02940 | NONE | PC | Health | $4,000 | |
| 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 Drive Suite 400 N | Fairfax | VA | 22030 | NONE | PC | Research Grants | $100,000 | |
| Someone Cares Soup Kitchen | ||||||||
| 720 West 19th Street | Costa Mesa | CA | 92627 | NONE | PC | Community Development | $1,500 | |
| Somerset Health Care Foundation | ||||||||
| 110 Rehill Avenue | Somerville | NJ | 08876 | NONE | PC | Health | $20,000 | |
| South Shore Hospital | ||||||||
| 55 Fogg Road | South Weymouth | MA | 021902455 | NONE | PC | Health | $5,000 | |
| Southwest Human Development | ||||||||
| 2850 North 24th Street | Phoenix | AZ | 850081004 | NONE | PC | Health | $2,500 | |
| Special Olympics Georgia | ||||||||
| 4000 Dekalb Technology Parkway Sui | Atlanta | GA | 30340 | NONE | PC | Community Development | $3,000 | |
| Special Olympics Massachusetts Inc | ||||||||
| 512 Forest Street | Marlborough | MA | 01752 | NONE | PC | Community Development | $2,000 | |
| 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 | |
| Steffen Thomas Museum & Archives | ||||||||
| 4200 Bethany Road | Buckhead | GA | 30625 | NONE | PC | Culture, Arts & Humanities | $3,200 | |
| 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 | |
| Susan G Komen Breast Cancer Foundation | ||||||||
| 501 New Karner Road Suite 2B | Albany | NY | 12205 | NONE | PC | Health | $2,000 | |
| 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 | |
| The Children's Hospital of Philadelphia Foundation | ||||||||
| 100 Penn Square East 8th Floor Su | Philadelphia | PA | 19107 | NONE | PC | Health | $10,000 | |
| The Children's Institute | ||||||||
| One Sunset Avenue | Verona | NJ | 07044 | NONE | PC | Community Development | $5,000 | |
| Thomas Jefferson University | ||||||||
| 125 South 9th Street Suite 700 | Philadelphia | PA | 19107 | NONE | PC | Education | $25,000 | |
| Tri-County Scholarship Fund | ||||||||
| 4 Century Drive | Parsippany | NJ | 07054 | NONE | PC | Education | $15,000 | |
| Tri-County United Way Inc | ||||||||
| 696 Upper Glen Street | Queensbury | NY | 12804 | NONE | PC | Federated Giving Programs for Employee Campaigns | $9,052 | |
| Tri-County United Way Inc | ||||||||
| 696 Upper Glen Street | Queensbury | NY | 12804 | NONE | PC | Community Development | $4,000 | |
| Trident United Way | ||||||||
| 6296 Rivers Avenue | North Charleston | SC | 29406 | NONE | PC | Federated Giving Programs for Employee Campaigns | $4,001 | |
| Trinitas Health Foundation | ||||||||
| P O Box 259 | Elizabeth | NJ | 07207 | NONE | PC | Health | $5,000 | |
| Union County Performing Arts Center | ||||||||
| 1601 Irving Street | Rahway | NJ | 07065 | NONE | PC | Culture, Arts & Humanities | $5,000 | |
| United Way of Greater Union County | ||||||||
| 33 West Grand Street | Elizabeth | NJ | 07003 | NONE | PC | Federated Giving Programs for Employee Campaigns | $103,960 | |
| United Way of MA Bay and Merrimack Valley inc | ||||||||
| 51 Sleeper Street | Boston | MA | 022101208 | NONE | PC | Federated Giving Programs for Employee Campaigns | $980 | |
| United Way of Metropolitan Chicago | ||||||||
| 1000 Jorie Boulevard Suite 360 | Oak Brook | IL | 60523 | NONE | PC | Federated Giving Programs for Employee Campaigns | $120 | |
| United Way of Rhode Island | ||||||||
| 50 Valley Street | Providence | RI | 029092459 | NONE | PC | Federated Giving Programs for Employee Campaigns | $26,209 | |
| United Way of Salt Lake | ||||||||
| 257 East 200 South Suite 300 | Salt Lake City | UT | 84111 | NONE | PC | Federated Giving Programs for Employee Campaigns | $7,468 | |
| University of Utah | ||||||||
| WEB 1885 72 South Central Campus D | Salt Lake City | UT | 84112 | NONE | PC | Education | $10,000 | |
| University of Utah | ||||||||
| WEB 1885 72 South Central Campus D | Salt Lake City | UT | 84112 | NONE | PC | Education | $5,000 | |
| Val Skinner Foundation | ||||||||
| PO Box 213 | Bay Head | NJ | 08742 | NONE | PC | Health | $33,333 | |
| Valley of the Sun United Way | ||||||||
| 1515 East Osborn Road | Phoenix | AZ | 850145309 | NONE | PC | Federated Giving Programs for Employee Campaigns | $73,506 | |
| Warren Washington Counties Homeless Yth Coalition | ||||||||
| P O Box 3252 10-12 Wait Street | Glens Falls | NY | 12801 | NONE | PC | Community Development | $5,000 | |
| Willing Helpers Medical Inc | ||||||||
| 8111 Brown Bridge Road | Covington | GA | 30014 | NONE | PC | Health | $10,000 | |
| 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 | $2,000 | |
| Working Wardrobes for a New Start | ||||||||
| 3030 Pullman Street Suite A | Costa Mesa | CA | 92626 | NONE | PC | Community Development | $1,000 | |
| World Awareness Children's Museum | ||||||||
| 89 Warren Street | Glens Falls | NY | 12801 | none | PC | Culture, Arts & Humanities | $2,900 | |
| Matching Gifts - See Attachment 10 | ||||||||
| 730 CENTRAL AVENUE | MURRAY HILL | NJ | 07974 | None | PC | Matching Gifts (See Attached) | $675,213 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,420,787 | 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 | $113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402,349 | 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 | -$309,856 | 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 | $92,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,606 | 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 | $18,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,000 | 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 | $15,734,374 | EOYBookValueAmt |
| EOYFMV | $15,734,374 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND PREMIUN COVERED | $136,774 |
| BOND PREMIUM NONCOVERED | $35,697 |
| ACCRUED INTEREST PAID | $32,482 |
| NON-DIVIDEND DISTRIBUTION | $14,615 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fee Rebate | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSSES | -$448,489 |
| MISC. BOOK/TAX DIFFERENCE | $19,909 |
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 | $20,442 | $0 | $0 | $20,442 |
| BANK MANAGEMENT FEE - UBS ACCT | $90,646 | $90,646 | ||
| BANK MANAGEMENT FEE-CHASE ACCT | $901 | $901 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $2,987 | $0 | $0 | $0 |
| ESTIMATED TAX PAID | $7,600 | $0 | $0 | $0 |
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