HICKORY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HICKORY FOUNDATION (EIN 22-3472805)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-07
- IRS object ID
- 201502199349100110
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-07T09:36:41-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223472805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HICKORY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANCHIN BLOCK & ANCHIN LLP | InCareOfNm |
| Business Name Control | HICK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 281 | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | LAMBERTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Virginia James | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-07-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC G GOLDBERG | PreparerPersonNm |
| PTIN | P00140875 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2015-07-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,819,154 | 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 | $14,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,946,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,119,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,946,414 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,042,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,042,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,698 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,849 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,849 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $159,065 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,316 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $615 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $169,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,849 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,704,711 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,704,711 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,874,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,709,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,168,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,032,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,974,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,289,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,289,251 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,725,777 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,579,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,529,903 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $20,700,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,869,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,819,154 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $20,700,606 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,869,114 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,700,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,869,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,700,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,869,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,700,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,168,508 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,869,114 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,869,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $14,119,347 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,172,933 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,946,414 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,946,414 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,946,414 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,671,864 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,587,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $868,140 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,907,082 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037898 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,719,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,672,487 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069679 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,432,133 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,985,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062305 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,542,411 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,764,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082198 | DistributionYr5Rt |
| Total Distribution | 0.308586 | TotalDistributionRt |
| Average Distribution | 0.061717 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,329,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,242,136 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,328 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,262,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,709,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,656 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,656 | SubtotalAmt |
| Tax Based On Investment Income | $40,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $43,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $119,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $78,944 | OverpaymentAmt |
| Applied To ES Tax | $78,944 | 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 |
| Form990 PF Filed With Atty Gen | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA JAMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HICKORY FOUNDATION PO BOX 281 | AddressLine1Txt |
| City | LAMBERTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,196,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,686,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,882,555 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,882,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $553,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,329,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,816,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,816,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,656 | TotalTaxAmt |
| Distributable Before Adj | $1,775,810 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,775,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,775,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,709,560 | 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 | $1,709,560 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,709,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,775,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $497,583 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $270,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $767,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,709,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,709,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $66,250 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,250 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $701,441 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $701,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $431,333 | ExcessFromYear3Amt |
| Excess From Year1 | $270,108 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA JAMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRIGHTER CHOICE FOUNDATION | ||||||||
| 395 Elk Street | Albany | NY | 12206 | NONE | PC | CHARITABLE | $14,711 | |
| BROOKLYN VOLUNTEER FIRE COMPANY | ||||||||
| 410 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $2,000 | |
| BROOKLYN BOTANIC GARDEN | ||||||||
| 1000 Washington Avenue | Brooklyn | NY | 11225 | NONE | PC | CHARITABLE | $25,000 | |
| CENTER FOR EDUCATION REFORM | ||||||||
| 910 Seventeenth Street NW | Washington | DC | 20006 | NONE | PC | CHARITABLE | $5,000 | 11th Floor |
| CENTER FOR EQUAL OPPORTUNITY | ||||||||
| 7700 Leesburg Pike | Falls Church | VA | 22043 | NONE | PC | CHARITABLE | $25,000 | Suite 231 |
| CENTER FOR INDEPENDENT THOUGHT | ||||||||
| 1420 Walnut Street | Philadelphia | PA | 19102 | NONE | PC | CHARITABLE | $5,000 | Suite 1011 |
| COMMON GOOD | ||||||||
| One Metrotech Center | Brooklyn | NY | 11201 | NONE | PC | CHARITABLE | $7,500 | Suite 1703 |
| CORPORATION FOR EDUCATIONAL RADIO & TELEVISION | ||||||||
| 1520 York Avenue | New York | NY | 100287015 | NONE | PC | CHARITABLE | $25,000 | Suite 7A |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 Magnolia Boulevard | Sherman Oaks | NY | 91423 | NONE | PC | CHARITABLE | $25,000 | Suite 103 |
| FRANK LLOYD WRIGHT BUILDING CONSERVANCY | ||||||||
| 53 W Jackson Boulevard | Chicago | IL | 606043567 | NONE | PC | CHARITABLE | $5,000 | Suite 1120 |
| FOUNDATION FOR LANDSCAPE STUDIES | ||||||||
| 7 West 81st Street | New York | NY | 10024 | NONE | PC | CHARITABLE | $2,500 | |
| FREE TO CHOOSE NETWORK INC | ||||||||
| 2002 Filmore Avenue | Erie | PA | 16506 | NONE | PC | CHARITABLE | $10,000 | Suite 1 |
| FRIENDS OF CZECH GREENWAYS INC | ||||||||
| 410 West 20th Street | New York | NY | 10011 | NONE | PC | CHARITABLE | $50,000 | |
| HUNTERDON HUMANE ANIMAL SHELTER | ||||||||
| 576 Stamets Road | Milford | NJ | 08848 | NONE | PC | CHARITABLE | $2,000 | |
| INSTITUTE FOR AMERICAN VALUES | ||||||||
| 1841 Broadway | New York | NY | 10023 | NONE | PC | CHARITABLE | $10,000 | Suite 211 |
| ISLAND INSTITUTE | ||||||||
| 386 Main Street | Rockland | ME | 048410648 | NONE | PC | CHARITABLE | $10,000 | P O Box 468 |
| JOB PATH | ||||||||
| 22 West 38th Street | New York | NY | 10018 | NONE | PC | CHARITABLE | $1,000 | 11th Floor |
| LANDMARK LEGAL FOUNDATION | ||||||||
| 3100 Broadway | Kansas City | MO | 64111 | NONE | PC | CHARITABLE | $20,000 | Suite 1210 |
| LIBRARY OF AMERICAN LANDSCAPE HISTORY | ||||||||
| P O Box 1323 | Amherst | MA | 010041323 | NONE | PC | CHARITABLE | $1,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 West Main Street | Midland | MI | 48640 | NONE | PC | CHARITABLE | $7,500 | P O Box 568 |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 Bowdoin Mill Street | Topsham | ME | 04086 | NONE | PC | CHARITABLE | $2,500 | Suite 201 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 Vanderbilt Avenue | New York | NY | 10017 | NONE | PC | CHARITABLE | $15,000 | |
| NEW YORK CIVIL RIGHTS COALITION | ||||||||
| 424 West 33rd Street | New York | NY | 10001 | NONE | PC | CHARITABLE | $30,000 | Suite 350 |
| NEW YORK FOUNDATION FOR THE ARTS | ||||||||
| 20 Jay Street | Brooklyn | NY | 11201 | NONE | PC | CHARITABLE | $10,000 | Suite 740 |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 York Avenue | New York | NY | 10065 | NONE | PC | CHARITABLE | $15,000 | Box 314 |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| One Embarcadero Center | San Francisco | CA | 94111 | NONE | PC | CHARITABLE | $12,000 | Suite 350 |
| SCHOOL CHOICE WISCONSIN | ||||||||
| 219 North Milwaukee Street | Milwaukee | WI | 53202 | NONE | PC | CHARITABLE | $25,000 | 1st Floor |
| SPENCE CHAPIN | ||||||||
| 410 East 92nd Street | New York | NY | 101286804 | NONE | PC | CHARITABLE | $10,000 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 New Hampshire Avenue NW | Washington | DC | 20009 | NONE | PC | CHARITABLE | $2,500 | |
| THE NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | Bronx | NY | 104585126 | NONE | PC | CHARITABLE | $5,000 | |
| WEST AMWELL FIRE COMPANY | ||||||||
| P O Box 379 | Lambertville | NJ | 08530 | NONE | PC | CHARITABLE | $1,000 | |
| ALLIANCE FOR SCHOOL CHOICE | ||||||||
| 1660 L Street NW | Washington | DC | 20036 | NONE | PC | CHARITABLE | $50,000 | Suite 1000 |
| COMMENTARY FUND | ||||||||
| 561 Seventh Avenue | New York | NY | 10018 | NONE | PC | CHARITABLE | $8,000 | 16th Floor |
| FRANK LLOYD WRIGHT PRESERVATION TRUST | ||||||||
| The Rookery | Chicago | IL | 60604 | NONE | PC | CHARITABLE | $105,000 | 209 South LaSalle Street Suite118 |
| FRIEND MEMORIAL PUBLIC LIBRARY | ||||||||
| P O Box 57 | Brooklin | ME | 04616 | NONE | PC | CHARITY | $5,000 | |
| GOLDWATER INSTITUTE | ||||||||
| 500 East Coronado Road | Phoenix | AZ | 85004 | NONE | PC | CHARITY | $25,000 | |
| MOUNT VERNON LADIES ASSOCIATION | ||||||||
| P O Box 110 | Mount Vernon | VA | 22121 | NONE | PC | CHARITY | $25,000 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||||
| P O Box 13483 | Tampa | FL | 33681 | NONE | PC | CHARITY | $10,000 | |
| SPHINX MUSIC ORGANIZATION | ||||||||
| 400 Renaissance Center | Detroit | MI | 48243 | NONE | PC | CHARITY | $4,000 | Suite 2550 |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I Street NW | Washington | DC | 20006 | NONE | PC | CHARITABLE | $200,000 | Suite 300 |
| GREAT SCHOOLS FOR ALL CHILDREN | ||||||||
| 3 Bellflower Road | Ballston Spa | NY | 12020 | None | PC | Charitable | $65,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16th Street NW | Washington | DC | 200361480 | none | PC | charitable | $25,000 | |
| WORLD MONUMENTS FUND | ||||||||
| 350 Fifth Avenue | New York | NY | 10118 | none | PC | charitable | $100,000 | Suite 2412 |
| THE WITHERSPOON INSTITUTE | ||||||||
| 16 Stockton Street | Princeton | NJ | 08540 | none | PC | charitable | $50,000 | |
| NEW YORK HISTORICAL SOCIETY MUSEUM & LIBRARY | ||||||||
| 170 Central Park West | New York | NY | 10024 | none | PC | charitable | $100,000 | at Richard Gilder Way |
| THE CLAREMONT INSTITUTE | ||||||||
| 937 W Foothill Boulevard | Claremont | CA | 91711 | none | PC | charitable | $5,000 | Suite E |
| CLASSROOM INC | ||||||||
| 245 Fifth Avenue | New York | NY | 10016 | none | PC | charitable | $25,000 | 20th Floor |
| THE HOWARD CENTER FOR FAMILY RELIGION & SOCIETY | ||||||||
| 934 North Maine Street | Rockford | IL | 61103 | none | PC | charitable | $5,000 | |
| AMERICAN CIVIL RIGHTS INSTITUTE | ||||||||
| P O Box 188350 | Sacramento | CA | 95818 | none | PC | charitable | $100,000 | |
| CENTER FOR COMPETITIVE POLITICS | ||||||||
| 124 West Street South | Alexandria | VA | 22314 | none | PC | charitable | $60,000 | Suite 201 |
| BLUE HILL MEMORIAL HOSPITAL | ||||||||
| 57 Water Street | Blue Hill | ME | 04614 | none | PC | charitable | $10,000 | |
| FRIENDS OF ACADIA | ||||||||
| 43 Cottage Street | Bar Harbor | ME | 04609 | none | PC | charitable | $1,500 | P O Box 45 |
| THE NEW CRITERION | ||||||||
| 900 Broadway | New York | NY | 10003 | none | PC | charitable | $25,000 | |
| American Principles Project | ||||||||
| 1130 Connecticut Avenue NW | Washington | DC | 20036 | NONE | PC | CHARITABLE | $200,000 | |
| Florida School Choice Fund | ||||||||
| Step Up for Students | Tampa | FL | 33606 | none | PC | Charitable | $100,000 | 337 South Plant Avenue |
| Franklin Center for Government & Public Integrity | ||||||||
| 1229 King Street | Alexandria | VA | 22314 | none | PC | Charitable | $5,000 | 3rd Floor |
| US Term Limits | ||||||||
| 1420 Walnut Street | Philadelphia | PA | 19102 | none | PC | Charitable | $10,000 | Suite 1011 |
| The Willow School | ||||||||
| 1150 Pottersville Road | Gladstone | NJ | 07934 | none | PC | Charitable | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,704,711 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,051 | 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 | $1,946,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANOEUS INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,042,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,042,597 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Virginia James | ||||||
| 1 | c/o Hickory Foundation P O Box 281 | Lambertville | NJ | 08530 | $1,000,000 | Yes (X) |
| Virginia James | ||||||
| 2 | c/o Hickory Foundation P O Box 281 | Lambertville | NJ | 08530 | $13,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING, TAX RETURN | |||
| PREPARATION AND CONSULTING | $9,698 | $4,849 | $4,849 |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NJ does not require copy of the 990-PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $21,579,863 | EOYBookValueAmt |
| EOYFMV | $35,529,903 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS EXPENSES | $7 | $7 |
| ADR FEES | $608 | $608 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $102 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAXES | $4,316 | $4,316 |
| FEDERAL TAX | $154,749 |
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