BETA

SALLY F & JAMES SCOTT HILL: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SALLY F & JAMES SCOTT HILL (EIN 22-3487949)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201521319349101642
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-11T13:56:54-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223403296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CIVALE SILVESTRI ALFIERI MARTIN & HIGGINBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11540 KUSER ROAD SUITE A4AddressLine1Txt
CityMERCERVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP086193828ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223487949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SALLY FOSS & JAMES SCOTT HILLBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSALLBusinessNameControlTxt
Phone6095810300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CSA 1540 KUSER ROADAddressLine1Txt
Address Line2ROOM/SUITE A-4AddressLine2Txt
CityMERCERVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08619ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD HILLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6095810300PhoneNum
Signature2015-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES S ALFIERIPreparerPersonNm
PTINP00365757PTIN
Phone6095810300PhoneNum
Preparation2015-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,145,272FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,651InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,651InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$146,178DividendsRevAndExpnssAmt
Dividends Net Invst Incm$146,178DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$458,631NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,289,660GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$364,443CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$606,460TotalRevAndExpnssAmt
Total Net Invst Incm$512,272TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$22,193LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$22,193LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$47,442OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,442OtherProfFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$3,699TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$3,699TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,724OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,724OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$78,058TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,166TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,892TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$349,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$349,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$427,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,166TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$374,892TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$179,402ExcessRevenueOverExpensesAmt
Net Investment Income$460,106NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$7,085CashEOYAmt
Cash EOYFMV$7,085CashEOYFMVAmt
Sav And Temp Cash Invst BOY$308,740SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$385,054SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$385,054SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$5,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,000PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$53,002USGovernmentObligationsBOYAmt
US Government Obligations EOY$53,002USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$57,668USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,880,390CorporateStockBOYAmt
Corporate Stock EOY$2,967,818CorporateStockEOYAmt
Corporate Stock EOYFMV$5,163,907CorporateStockEOYFMVAmt
Other Investments BOY$2,165,619OtherInvestmentsBOYAmt
Other Investments EOY$2,169,194OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,526,558OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,407,751TotalAssetsBOYAmt
Total Assets EOY$5,587,153TotalAssetsEOYAmt
Total Assets EOYFMV$8,145,272TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,407,751UnrestrictedBOYAmt
Unrestricted EOY$5,587,153UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,407,751TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,587,153TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,407,751TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,587,153TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,407,751TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$179,402ExcessRevenueOverExpensesAmt
Subtotal$5,587,153SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,587,153TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ZOETIS INCP2014-01-222014-12-11$8,674$6,302$2,372$2,372
T ROWE PRICE HIGH YIELDP2011-10-242014-08-07$108,682$104,219$4,463$4,463
BAXTER INTLP2010-04-222014-12-11$25,672$17,590$8,082$8,082
WELLS FARGOP2011-04-112014-12-11$38,441$23,564$14,877$14,877
DENTSPLY INTNLP2009-03-092014-01-07$20,600$10,897$9,703$9,703
JOHNSON & JOHNSONP2009-11-182014-09-04$7,486$4,492$2,994$2,994
BERKSHIRE HATHAWAYP2008-09-172014-12-11$45,094$25,077$20,017$20,017
TARGETP2011-08-012014-12-16$48,972$34,380$14,592$14,592
DENTSPLY INTLP2009-03-092014-01-10$8,895$3,992$4,903$4,903
JOHNSON & JOHNSONP2009-11-182014-09-05$14,875$8,902$5,973$5,973
CELANESEP2012-05-032014-12-11$12,079$9,493$2,586$2,586
WASTE MANAGEMENTP2009-03-092014-12-16$38,180$17,257$20,923$20,923
LIBERTY INTERACTIVEP2008-09-172014-02-26$5,803$2,345$3,458$3,458
PEPSICOP2009-03-092014-09-24$17,409$8,562$8,847$8,847
DENTSPLYP2009-03-092014-12-11$2,749$1,097$1,652$1,652
TARGETP2011-08-012014-12-18$11,178$7,640$3,538$3,538
LIBERTY INTERACTIVEP2008-09-172014-02-27$6,096$2,465$3,631$3,631
PIMCO TOTAL RETURNP2009-11-112014-09-26$254,168$254,443-$275-$275
LIBERTY INTERACTIVEP2008-09-172014-12-11$11,372$4,065$7,307$7,307
JOHNSON & JOHNSONP2009-11-182014-04-21$17,406$10,911$6,495$6,495
PEPSICOP2009-03-092014-10-07$24,610$12,153$12,457$12,457
MICROSOFTP2007-10-032014-12-11$11,702$7,729$3,973$3,973
JOHNSON & JOHNSONP2009-11-182014-04-28$15,069$9,358$5,711$5,711
PEPSICOP2009-03-092014-10-20$29,259$14,409$14,850$14,850
NESTLEP2008-09-172014-12-11$7,359$4,355$3,004$3,004
NOVARTISP2011-12-052014-04-29$7,263$4,469$2,794$2,794
WASTE MANAGEMENTP2009-08-032014-11-04$6,058$3,542$2,516$2,516
NESTLEP2011-12-052014-12-11$22,077$16,704$5,373$5,373
NOVARTISP2008-09-172014-04-30$4,758$2,926$1,832$1,832
LIBERTY VENTURESP2008-09-172014-11-07$10$4$6$6
NOVARTISP2008-09-172014-12-11$11,810$6,650$5,160$5,160
NOVARTISP2011-12-052014-04-30$7,440$4,575$2,865$2,865
WASTE MANAGEMENTP2009-08-032014-11-10$6,681$3,823$2,858$2,858
PROGRESSIVE OHIOP2008-09-172014-12-11$18,876$11,543$7,333$7,333
JOHNSON & JOHNSONP2009-11-182014-06-04$15,372$9,358$6,014$6,014
LIBERTY VENTURESP2008-09-172014-11-12$24,097$8,121$15,976$15,976
HENRY SCHEINP2011-10-112014-12-11$6,747$3,195$3,552$3,552
JOHNSON & JOHNSONP2009-11-182014-06-18$12,819$7,799$5,020$5,020
WASTE MANAGEMENTP2009-04-142014-11-13$3,802$2,123$1,679$1,679
TARGETP2011-08-012014-12-11$7,435$5,093$2,342$2,342
GOOGLEP2012-01-232014-06-24$146,388$149,646-$3,258-$3,258
TARGETP2011-08-012014-12-01$48,988$36,279$12,709$12,709
US BANCORPP2010-01-252014-12-11$11,276$6,230$5,046$5,046
JOHNSON& JOHNSONP2009-11-182014-07-07$19,690$11,542$8,148$8,148
WALMARTP2007-10-232014-12-01$7,597$3,920$3,677$3,677
WALMARTP2007-10-232014-12-11$4,184$2,227$1,957$1,957
JOHNSON & JOHNSONP2009-11-182014-07-09$15,902$9,357$6,545$6,545
WALMARTP2007-10-232014-12-02$13,984$7,215$6,769$6,769
WASTE MANAGEMENTP2009-03-092014-12-11$6,141$3,179$2,962$2,962
FieldValueIRS element (for citing)
Capital Gain Net Income$364,443CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,372NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$420,377AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,544,744NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055718DistributionYr1Rt
Adjusted Qlfy Distri Yr2$371,360AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,677,370NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055615DistributionYr2Rt
Adjusted Qlfy Distri Yr3$325,124AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,397,305NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050822DistributionYr3Rt
Adjusted Qlfy Distri Yr4$190,584AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,351,520NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035613DistributionYr4Rt
Adjusted Qlfy Distri Yr5$147,176AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,638,150NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055788DistributionYr5Rt
Total Distribution0.253556TotalDistributionRt
Average Distribution0.050711AverageDistributionRt
Net Vl Noncharitable Assets$8,118,691NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$411,707AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,601NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$416,308AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$374,892QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,202InvestmentIncomeExciseTaxAmt
Subtotal$9,202SubtotalAmt
Tax Based On Investment Income$9,202TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,681EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,681TotalPaymentsAndCreditsAmt
Tax Due$3,521TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCIVALE SILVESTRI ALFIERIIndividualWithBooksNm
Phone6095810300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11540 KUSER ROAD STE A-4AddressLine1Txt
CityMERCERVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08619ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN MCCLELLAN
4740 CONNECTICUT AVE NW APT 417WASHINGTONDC20008TRUSTEE1.00$0$0$0
RICHARD HILL
178 ATLANTIC AVEMARBLEHEADMA01945TRUSTEE1.00$0$0$0
CHESSEYE HILL MOSELY
173 LARCH ROWWENHAMMA01984TRUSTEE1.00$0$0$0
CYNTHIA HILL DOPP
5914 WOODACRES DRBETHESDAMD20816TRUSTEE1.00$0$0$0
MICHAEL O HILL
1800 K STREET NW STE 714WASHINGTONDC20006TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,972,319AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$270,007AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,242,326TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,242,326AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$123,635CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,118,691NetVlNoncharitableAssetsAmt
Minimum Investment Return$405,935MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$405,935MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,202TaxBasedOnInvestmentIncomeAmt
Total Tax$9,202TotalTaxAmt
Distributable Before Adj$396,733DistributableBeforeAdjAmt
Distributable Before Ded$396,733DistributableBeforeDedAmt
Distributable As Adjusted$396,733DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$374,892ExpensesAndContributionsAmt
Qualifying Distributions$374,892QualifyingDistributionsAmt
Adjusted Qualifying Distri$374,892AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$396,733DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$25,827ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,250ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$78,077TotalExcessDistributionCyovAmt
Qualifying Distributions$374,892QualifyingDistributionsAmt
Applied To Current Year$374,892AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$21,841ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,841ExcessDistributionCyovAppCYAmt
Total Corpus$56,236TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$56,236ExcessDistriCyovToNextYrAmt
Excess From Year2$3,986ExcessFromYear2Amt
Excess From Year1$52,250ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUBLIN SCHOOL
18 LEHMANN WAYDUBLINNH03444EDUCATION$15,000
TRINITY COUNSELING SERVICE
22 STOCKTON STPRINCETONNJ08540BEREAVEMENT COUNSELING$68,150
HOLY CROSS MONASTERY
PO BOX 99WEST PARKNY12493EDUCATION$5,000
SEABURY RESOURCES FOR AGING
4545 42ND STWASHINGTONDC20016GENERAL$40,250
WHOLE CHILDREN
41 RUSSELL STHADLEYMA01035EDUCATION$2,000
KIPP LYNN ACADEMY
90 HIGH ROCK STLYNNMA01902EDUCATION$44,000
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342EDUCATION$18,450
TEACH FOR AMERICA
60 CANAL STBOSTONMA02114EDUCATION$44,000
BROOKWOOD SCHOOL
ONE BROOKWOOD RDMANCHESTERMA01944EDUCATION$15,000
DOUGLASS COLLEGE
100 GEORGE STNEW BRUNSWICKNJ08901EDUCATION$10,000
US FUND FOR UNICEF
125 MAIDEN LNNEW YORKNY10038GENERAL$1,000
PROJECT RENEWAL
200 VARICK STNEW YORKNY10014GENERAL$1,000
THE CARMEL HILL FUND
5360 MANHATTAN CIRCLEBOULDERCO80303EDUCATION$1,000
HABITAT FOR HUMANITY
240 COMMERCIAL STBOSTONMA02109GENERAL$1,000
AMERICAN RED CROSS
PO BOX 4002018DES MOINESIA50340GENERAL$1,000
A MUSICAL HEART
7303 CEDAR AVETAKOMA PARKMD20912EDUCATION$5,000
ROBERT PACKARD CENTER
5801 SMITH AVEBALTIMOREMD21209RESEARCH$2,000
ECCF WOMENS FUND
175 ANDOVER STDANCERSMA01923GENERAL$16,200
NATIONAL ARBORETUM
3501 NEW YORK AVE NEWASHINGTONDC20002GENERAL$10,000
NATIONAL CHERRY BLOSSOM
1250 H ST NW STE 1000WASHINGTONDC20005GENERAL$10,000
HILLWOOD ESTATE
4155 LINNEAN AVE NWWASHINGTONDC20008GENERAL$10,000
RAW ARTS
27 CENTRAL SQUARELYNNMA01901EDUCATION$2,000
HEADING HOME
529 MAIN ST STE 100CHARLTONMA02129GENERAL$2,750
ROOM TO GROW
142 BERKELEY STBOSTONMA02116EDUCATION$8,000
SAN DIEGO ZOO INSTITUTE
15600 SAN PASQUAL VALLEYESCONDIDOCA92027RESEARCH$1,000
MORVEN
55 STOCKTON STPRINCETONNJ08540GENERAL$15,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$349,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,651ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$146,178ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$458,631ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$606,460ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$606,460TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNJ DOES NOT REQUIRE COPIES OF THE 990-PF TO BE FILED WITH THE ATTORNEY GENERAL.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAXTER$110,931$175,896
BED BATH AND BEYOND$129,114$171,306
BERKSHIRE HATHAWAY$126,663$352,853
CALIFORNIA RESOURCES$3,572$3,504
CELANESE$66,148$92,578
CHUBB$121,904$288,992
COMCAST$74,531$327,698
DENTSPLY$18,491$44,907
DIAGEO$59,800$134,056
EBAY$12,882$70,150
EOG RESOURSES$97,052$193,347
GOOGLE$221,285$269,516
HENRY SCHEIN$28,246$61,268
JOHNSON & JOHNSON
LIBERTY INTERACTIVE$9,265$128,801
MICROSOFT$126,893$232,250
NESTLE$118,015$240,735
NOVARTIS$106,736$236,288
OCCIDENTAL PETROLUEM$103,626$128,170
ORACLE$183,327$209,110
UNILEVER$81,207$82,960
PEPSICO
PRAXAIR$106,389$129,560
PROGRESSIVE OHIO$69,340$148,445
QUALCOMM$160,092$198,833
SCHLUMBERGER$119,398$136,656
SOUTHWESTERN ENERGY$139,031$104,384
TARGET$67,678$106,274
US BANCORP$149,819$292,175
WAL-MART$47,683$80,813
WASTE MANAGEMENT$37,986$84,062
WELL FARGO$140,105$252,172
ZOETIS$130,609$186,148

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$53,002USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$57,668USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AIT GLOBAL EMERGING MARKETS FUNDFMV$625,738$602,614
PIMCO TOTAL RETURN FUND
T ROWE PRICE INTITUTIONAL
BBH LIMITED DURATION FUNDFMV$839,660$847,283
BBH INTL EQUITY FUNDFMV$352,710$510,614
LONGLEAF PARTNERS SMALL CAP FUNDFMV$138,648$290,192
T ROWE PRICE NEW ASIA FUNDFMV$212,438$275,855

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySAUL EWINGCategoryTxt
Legal Fees$22,193LegalFeesAmt
Disbursements Charitable Prps$22,193DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADR FEES$124$124
FOREIGN TAXES$4,600$4,600

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROWN BROTHERS HARRIMANCategoryTxt
Amt$47,442Amt
Net Investment Income$47,442NetInvestmentIncomeAmt

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