JOSEPHINE PEISER CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE PEISER CHARITABLE FOUNDATION (EIN 20-1999478)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349100511
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T07:10:41-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DR STE 201 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406313 | 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 | 201999478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE PEISER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DR RICHARD PORWANCHER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 6099210886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2247 | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Porwancher | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6095201188 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD C COYNE | PreparerPersonNm |
| PTIN | P00634888 | PTIN |
| Phone | 6095201188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,929,977 | 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 |
| Dividends Rev And Expnss | $50,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,235,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,841 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,098 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,888 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $210 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,507 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $886 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,085 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $51,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,756 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,756 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,002 | CashBOYAmt |
| Cash EOY | $283,484 | CashEOYAmt |
| Cash EOYFMV | $283,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $130,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,009 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $245,206 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $154,416 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $156,567 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $739,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,936 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $796,265 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,074 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,062 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,381 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $570,925 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $681,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $677,271 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,882,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,867,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,929,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,882,084 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,867,299 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,882,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,882,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,867,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,882,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $1,868,349 | SubtotalAmt |
| Other Decreases | $1,050 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2014-01-01 | 2014-12-31 | $504,843 | $478,570 | $26,436 | $26,273 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2014-01-01 | 2014-12-31 | $82,581 | $81,951 | $520 | $630 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2013-01-01 | 2014-12-31 | $177,601 | $149,584 | $28,118 | $28,017 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2013-01-01 | 2014-12-31 | $251,098 | $232,265 | $18,468 | $18,833 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2014-01-01 | 2014-12-31 | $8,764 | $8,764 | ||
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2013-01-01 | 2014-12-31 | $73,205 | $70,664 | $2,541 | $2,541 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2013-01-01 | 2014-12-31 | $127,238 | $126,951 | $177 | $287 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | 2014-01-01 | 2014-12-31 | $15 | $15 | $15 | |
| CAPITAL GAIN DIVIDENDS | P | $10,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,841 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,851,769 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055693 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,858,018 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,558 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,913,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058305 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,555 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,926,245 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05376 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,490 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,813,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06093 | DistributionYr5Rt |
| Total Distribution | 0.277378 | TotalDistributionRt |
| Average Distribution | 0.055476 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,877,669 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,166 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,203 | SubtotalAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $594 | OverpaymentAmt |
| Applied To ES Tax | $594 | 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 | DR RICHARD PORWANCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6099210886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 PROSPECT AVENUE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085404079 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALTINA NOEL | ||||||
| 396 RIVERSIDE DRIVE | PRINCETON | NJ | 08540 | TRUSTEE | 0 | $5,000 |
| DONNA PORWANCHER | ||||||
| 445 PROSPECT AVENUE | PRINCETON | NJ | 08540 | TRUSTEE | 0 | $5,000 |
| RICHARD PORWANCHER | ||||||
| 445 PROSPECT AVENUE | PRINCETON | NJ | 08540 | TRUSTEE | 0 | $10,000 |
| 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 | $1,849,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,906,263 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,906,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,877,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,203 | TotalTaxAmt |
| Distributable Before Adj | $91,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,385 | 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 | $104,385 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $104,385 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,680 | 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 Yr5 | $20,656 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,035 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,412 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $15,389 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,492 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $91,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,705 | RemainingDistriFromCorpusAmt |
| Total Corpus | $77,197 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,656 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,035 | ExcessFromYear4Amt |
| Excess From Year3 | $18,412 | ExcessFromYear3Amt |
| Excess From Year1 | $15,389 | ExcessFromYear1Amt |
| Excess From Current Year | $12,705 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | NONE | PC | TO SUPPORT THE ACS IN THEIR EFFORTS TO ELIMINATE CANCER THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. | $25,000 | |
| HUMANE FARM ANIMAL CARE | ||||||||
| PO BOX 727 | HERNDON | VA | 20172 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO ENSURE HUMANE TREATMENT OF FARM ANIMALS. | $2,500 | |
| ANIMAL WELFARE INSTITUTE | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO ALLEVIATE SUFFERING INFLICTED ON ANIMALS. | $2,500 | |
| BORN FREE USA UNITED WITH ANIMAL PROTECTION | ||||||||
| 1122 S STREET | SACRAMENTO | CA | 95811 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO end the suffering of wild animals in captivity, protect wildlife, and encourage conservation globally. | $1,500 | |
| DIANE FOSSEY GORILLA FUND | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 303151440 | NONE | PC | TO SUPPORT THE ORGANIZATION'S EFFORTS FOR the conservation and protection of gorillas and their habitats in Africa. | $1,100 | |
| FARM SANCTUARY | ||||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO RESCUE AND DEFEND FARM ANIMALS FROM INHUMANE TREATMENT. | $2,500 | |
| HELPING ANIMALS INDIA | ||||||||
| 19215 32nd Avenue | Seattle | WA | 98155 | NONE | PC | TO SUPPORT EFFICIENT AND EFFECTIVE ANIMAL PROTECTION ORGANIZATIONS IN INDIA. | $2,300 | |
| PCRM FOUNDATION | ||||||||
| 5100 WISCONSIN AVEUNE NW | WASHINGTON | DC | 20016 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO PROMOTE PREVENTATIVE MEDICINE, CONDUCT CLINICAL RESEARCH AND ENCOURAGE HIGHER STANDARDS FOR ETHICS AND EFFECTIVENESS IN RESEARCH. | $2,500 | |
| SAVE | ||||||||
| 900 HERRONTOWN ROAD | PRINCETON | NJ | 08540 | NONE | PC | TO SUPPORT THE ORGANIZATION'S NONPROFIT ANIMAL SHELTER AND ANIMAL WELFARE PROGRAMS. | $1,000 | |
| WORLD SOCIETY FOR THE PROTECTION OF ANIMALS | ||||||||
| LINCOLN PLAZA 89 SOUTH STREET SUIT | BOSTON | MA | 02111 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO PROMOTE ANIMAL WELFARE AND END CRUELTY AND ABUSE. | $1,750 | |
| INTERNATIONAL PRIMATE PROTECTION LEAGUE | ||||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO RAISE FUNDS TO PROVIDE PROTECTION AND SANTUARY TO PRIMATES. | $2,500 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF ASSISTING HOMELESS CITIZENS IN NEW JERSEY. | $5,000 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF PROTECTING THE WELFARE OF ANIMALS THROUGHOUT THE WORLD. | $1,750 | |
| THE COLLEGE OF NEW JERSEY | ||||||||
| 2000 PENNINGTON ROAD | EWING | NJ | 08618 | NONE | PC | THE SUPPORT THE EDUCATION OF NEW JERSEY COLLEGE STUDENTS. | $10,000 | |
| TRENTON AREA SOUP KITCHEN | ||||||||
| 72 ESCHER STREET | TRENTON | NJ | 08609 | NONE | PC | TO SUPPORT THE MISSION OF PROVIDING FOOD FOR THOSE IN NEED IN THE TRENTON, NJ AREA. | $9,500 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO CREATE A HUMANE AND SUSTAINABLE WORLD FOR ANIMALS. | $1,000 | |
| HUMANE FARMING ASSOCIATION | ||||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO PROTECT FARM ANIMALS FROM CRUELTY AND ABUSE. | $2,500 | |
| PRINCETON HEALTHCARE SYSTEM FOUNDATION | ||||||||
| 3626 US ROUTE 1 | PRINCETON | NJ | 08540 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF SUPPORT PRINCETON HEALTHCARE'S ACT OF PROVIDING MEDICAL SUPPORT FOR PATIENTS. | $5,000 | |
| MERCER STREET FRIENDS | ||||||||
| 151 MERCER STREET | TRENTON | NJ | 08611 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF HELPING NEEDY FAMILIES IN THE NEW JERSEY AREA. | $5,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 1 EAST MOUNT VERNON PLACE | BALTIMORE | MD | 21202 | NONE | PC | TO SUPPORT UNIVERSITY EDUCATION. | $10,000 | |
| THE JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL RD | VIENNA | VA | 22182 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO EMPOWER PEOPLE TO MAKE A DIFFERENCE FOR ALL LIVING THINGS. IMPROVE TREATMENT OF GREAT APES AND PRESERVATION OF THEIR HABITATS | $1,500 | SUITE 550 |
| UNITED WAY OF GREATER MERCER COUNTY | ||||||||
| 3131 PRINCETON PIKE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO improve the financial stability, self-sufficiency, and health of Mercer County residents. residents. | $7,500 | BUILDING 4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,900 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,053 | 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 | $86,841 | 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 | $136,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,894 | 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 | $2,750 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $13,062 | EOYBookValueAmt |
| EOYFMV | $13,381 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $731,936 | EOYBookValueAmt |
| EOYFMV | $796,265 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $154,416 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $156,567 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $681,401 | BookValueAmt |
| EOYFMV | $677,271 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $2,098 | LegalFeesAmt |
| Net Investment Income | $1,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $210 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $1,050 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| TRUSTEE INSURANCE | $1,596 |
| BANK FEES | $125 |
| POSTAGE | $339 |
| NJ BUSINESS REGISTRATION | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS NOT CLEARED BANK A/C | Desc |
| Amt | $5,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $21,507 | Amt |
| Net Investment Income | $21,507 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $886 | $886 |
| FEDERAL EXCISE TAXES | $2,403 |
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