ESSIG ENRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ESSIG ENRIGHT FAMILY FOUNDATION (EIN 68-0533258)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201531359349100343
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)
Return2015-05-15T09:09:50-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364379428PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE MOSAIC FINANCIAL GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 NORTH WABASH AVENUE SUITE 1650AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680533258EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESSIG ENRIGHT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlESSIBusinessNameControlTxt
Phone6099362245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET NO 320AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIN S ENRIGHTPersonNm
Person TitleSECRETARY AND TREASURERPersonTitleTxt
Phone6099362245PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY J DEBRUYNEPreparerPersonNm
PTINP01219260PTIN
Phone3122555490PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,523,121FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,598,784ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$34InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$173,202DividendsRevAndExpnssAmt
Dividends Net Invst Incm$173,202DividendsNetInvstIncmAmt
Dividends Adj Net Incm$173,202DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$78,911NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$694,209GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,911CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,850,931TotalRevAndExpnssAmt
Total Net Invst Incm$252,147TotalNetInvstIncmAmt
Total Adj Net Incm$173,236TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,783TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,783TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$426,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$426,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$436,283TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$426,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,414,648ExcessRevenueOverExpensesAmt
Net Investment Income$252,147NetInvestmentIncomeAmt
Adjusted Net Income$173,236AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$868,755SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,220,525SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,220,525SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,206,662CorporateStockBOYAmt
Corporate Stock EOY$9,269,531CorporateStockEOYAmt
Corporate Stock EOYFMV$12,302,596CorporateStockEOYFMVAmt
Total Assets BOY$8,075,417TotalAssetsBOYAmt
Total Assets EOY$10,490,056TotalAssetsEOYAmt
Total Assets EOYFMV$13,523,121TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,075,417RetainedEarningBOYAmt
Retained Earning EOY$10,490,056RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,075,417TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,490,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,075,417TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,490,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,075,417TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,414,648ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,490,065SubtotalAmt
Other Decreases$9OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,490,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
INFUSYSTEMS HOLDINGS INC2011-05-182014-08-28$693,169$615,298$77,871$77,871
CAPITAL GAINS DIVIDENDS$1,040$1,040$1,040P
FieldValueIRS element (for citing)
Capital Gain Net Income$78,911CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$256,588AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,715,369NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.029441DistributionYr1Rt
Adjusted Qlfy Distri Yr2$232,920AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,107,882NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045600DistributionYr2Rt
Adjusted Qlfy Distri Yr3$197,825AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,718,333NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041927DistributionYr3Rt
Adjusted Qlfy Distri Yr4$154,359AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,153,742NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037161DistributionYr4Rt
Adjusted Qlfy Distri Yr5$265,752AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,862,421NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068805DistributionYr5Rt
Total Distribution0.222934TotalDistributionRt
Average Distribution0.044587AverageDistributionRt
Net Vl Noncharitable Assets$10,928,508NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$487,269AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,521NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$489,790AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$426,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,043InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,043SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,043TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Tax Due$1,870TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6099362245PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET NO 320AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STUART M ESSIG
26 CONISTON COURTPRINCETONNJ08540PRESIDENT0.00$0$0$0
ERIN S ENRIGHT
26 CONISTON COURTPRINCETONNJ08540SECRETARY AND TREASURER0.00$0$0$0
JOHN BELL HENNEMAN III
78 SHADYBROOK LANEPRINCETONNJ08540TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,090,331AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,004,601AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,094,932TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,094,932AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$166,424CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,928,508NetVlNoncharitableAssetsAmt
Minimum Investment Return$546,425MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$546,425MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,043TaxBasedOnInvestmentIncomeAmt
Total Tax$5,043TotalTaxAmt
Distributable Before Adj$541,382DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$541,382DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$541,382DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$426,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$426,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$426,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$541,382DistributableAsAdjustedAmt
Undistributed Income PY$426,227UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$426,500QualifyingDistributionsAmt
Applied To Year1$426,227AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$273AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$541,109UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTUART M ESSIGContributingManagerNm
Contributing ManagerERIN S ENRIGHTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PRINCETON UNIVERSITY
330 ALEXANDER STREETPRINCETONNJ08540PUBLIC CHARITYGENERAL EXEMPT PURPOSE$25,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053PUBLIC CHARITYGENERAL EXEMPT PURPOSE$265,000
TORRANCE HOSPITAL VOLUNTEER CENTER
3330 LOMITA BLVDTORRANCECA90505PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,000
MUSEUM AT ELDRIDGE STREET
12 ELDRIDGE STREETNEW YORKNY10002PUBLIC CHARITYGENERAL EXEMPT PURPOSE$250
PRINCETON MONTESSORI SOCIETY
487 CHERRY VALLEY ROADPRINCETONNJ08540PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,000
ISLES INC
10 WOOD STREETTRENTONNJ08618PUBLIC CHARITYGENERAL EXEMPT PURPOSE$10,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PUBLIC CHARITYGENERAL EXEMPT PURPOSE$500
PENNINGTON SCHOOL
112 W DELAWARE AVENUEPENNINGTONNJ08534PUBLIC CHARITYGENERAL EXEMPT PURPOSE$25,000
CHILDREN'S BRAIN TUMOR FOUNDATION
274 MADISON AVENUE SUITE 1004NEW YORKNY10016PUBLIC CHARITYGENERAL EXEMPT PURPOSE$12,500
CRISIS MINISTRY OF TRENTON
123 E HANOVER STREETTRENTONNJ08608PUBLIC CHARITYGENERAL EXEMPT PURPOSE$2,500
KIEVE-WAVUS EDUCATION INC
42 I42NOBLEBOROME04555PUBLIC CHARITYGENERAL EXEMPT PURPOSE$2,000
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ08609PUBLIC CHARITYGENERAL EXEMPT PURPOSE$2,500
CHILDREN'S SERVICES OF CENTRAL NJ
40 NORTH AVENUEELIZABETHNJ07208PUBLIC CHARITYGENERAL EXEMPT PURPOSE$2,500
PLANNED PARENTHOOD
196 SPEEDWELL AVENUEMORRISTOWNNJ07960PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,000
JBFCS
135 WEST 50TH STREETNEW YORKNY10020PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,000
NATIONAL MS SOCIETY
1480 US HIGHWAY 9 NORTH SUITE 301WOODBRIDGENJ07095PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,500
UNCOMMON SCHOOLS
826 BROADWAYNEW YORKNY10003PUBLIC CHARITYGENERAL EXEMPT PURPOSE$25,000
FRIENDS OF THE INSTITUTE FOR ADVANCED STUDY
EINSTEIN DRIVEPRINCETONNJ08540PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,750
PRINCETON SYMPHONY ORCHESTRA
PO BOX 250PRINCETONNJ08542PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,000
CAMPHILL FOUNDATION
285 HUNGRY HOLLOW ROADCHESTNUT RIDGENY10977PUBLIC CHARITYGENERAL EXEMPT PURPOSE$500
THE JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA024457226PUBLIC CHARITYGENERAL EXEMPT PURPOSE$500
THE WILD CENTER
45 MUSEUM DRIVETUPPER LAKENY12986PUBLIC CHARITYGENERAL EXEMPT PURPOSE$5,000
MATERNITY CARE COALITION
2000 HAMILTON STREET SUITE 205PHILADELPHIAPA19130PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,000
THE CAPE ELEUTHERA FOUNDATION
PO BOX 842484BOSTONMA022842484PUBLIC CHARITYGENERAL EXEMPT PURPOSE$2,500
PROJECT HOPE
PO BOX 96340WASHINGTONDC200906340PUBLIC CHARITYGENERAL EXEMPT PURPOSE$1,000
LAWRENCEVILLE SCHOOL
2500 MAIN STREETLAWRENCEVILLENJ08648PUBLIC CHARITYGENERAL EXEMPT PURPOSE$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$426,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$173,202ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,911ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$252,147ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$252,147TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTUART M ESSIGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line126 CONISTON COURTAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,598,784TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property125,303 SHARES HEALTHEQUITY INC. COMMON STOCK (NASDAQ: HQY)NoncashPropertyDesc
Fair Market Value$2,598,784FairMarketValueAmt
Received2014-09-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN BROKERAGE ACCOUNT$3,085,171$4,122,461
VANGUARD BROKERAGE ACCOUNT$3,223,136$4,321,690
PIPER JAFFEY ACCOUNT$362,440$669,484
HEALTHEQUITY INC. SECURITIES$2,598,784$3,188,961

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSECURITIES VALUATION ADJUSTMENTDesc
Amt$9Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$6,783Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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