CHARLOTTE W NEWCOMBE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE W NEWCOMBE FOUNDATION (EIN 23-2120614)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201403159349100920
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T22:28:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DR | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085406313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232120614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE W NEWCOMBE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TOM WILFRID | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6099247022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PARK PL | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085426918 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS N WILFRID | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6099247022 | PhoneNum |
| Signature | 2014-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI L DREYFUSS | PreparerPersonNm |
| PTIN | P00058263 | PTIN |
| Phone | 6099247022 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,319,894 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $535,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $844,506 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $25,875 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $25,875 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,550 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,323,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,958,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,162,942 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $437,645 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $294,793 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,322,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,328,166 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $176,316 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,895 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,583 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,812 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,771 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,497 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,851 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,619 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $245,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,791 | OtherProfFeesNetInvstIncmAmt |
| Interest Net Invst Incm | $69,400 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,418 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $22,213 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $152,279 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,505 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,325 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,181 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,130 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,499 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,499 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,501 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $639,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $486,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,768,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,287,059 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,408,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $486,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,521,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $913,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,841,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,217 | CashBOYAmt |
| Cash EOY | $64,061 | CashEOYAmt |
| Cash EOYFMV | $64,061 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,022 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $44,289,096 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,553,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,687,991 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $777,961 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $417,718 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $368,055 | LandBOYAmt |
| Land EOY | $360,243 | LandEOYAmt |
| Land EOYFMV | $800,000 | LandEOYFMVAmt |
| Other Assets BOY | $541,114 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,508,820 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,508,820 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,363,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,745,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,319,894 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,329 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,941 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,553,564 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,035,211 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,576,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,063,152 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,786,493 | UnrestrictedBOYAmt |
| Unrestricted EOY | $47,682,430 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,786,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,682,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,363,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,745,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,786,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $913,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,982,009 | OtherIncreasesAmt |
| Subtotal | $47,682,430 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,682,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GENEVA SHORT TERM | 2013-04-01 | 2013-12-31 | $74,784 | $72,959 | $1,825 | $1,825 |
| GENEVA LONG TERM | 2006-01-01 | 2013-12-31 | $598,855 | $375,148 | $223,707 | $223,707 |
| 127350.08 VANGUARD ST TREAS | 2013-09-26 | $1,362,646 | $1,373,726 | -$11,080 | -$11,080 | |
| 1679.966 VANGUARD 500 INDEX | 2013-04-23 | $200,000 | $148,612 | $51,388 | $51,388 | |
| 505.191 VANGUARD 500 INDEX | 2013-08-21 | $63,750 | $44,773 | $18,977 | $18,977 | |
| 13747.594 DODGE & COX INTL | 2013-03-21 | $500,000 | $589,190 | -$89,190 | -$89,190 | |
| 2912.244 DODGE & COX INTL | 2013-05-29 | $112,500 | $124,812 | -$12,312 | -$12,312 | |
| 1640.082 DODGE & COX INTL | 2013-08-21 | $63,750 | $70,290 | -$6,540 | -$6,540 | |
| 162073.42 SYSTMATIC MID CAP VL | 2013-07-30 | $2,259,303 | $1,801,052 | $458,251 | $458,251 | |
| 20911.752 WM BLAIR INTL GROWTH | 2013-03-21 | $500,000 | $425,410 | $74,590 | $74,590 | |
| 19493.771 WM BLAIR INTL GROWTH | 2013-09-26 | $500,000 | $396,552 | $103,448 | $103,448 | |
| 109572.519 WM BLAIN INTL GROWT | 2013-12-06 | $2,904,768 | $2,237,796 | $666,972 | $666,972 | |
| 5751.391 VANGUARD INFL PROT | 2013-06-12 | $155,000 | $140,597 | $14,403 | $14,403 | |
| 770.119 VANGUARD INFL PROT | 2013-06-24 | $20,000 | $18,826 | $1,174 | $1,174 | |
| 71431.706 VANGUARD INFL PROT | 2013-12-27 | $1,820,794 | $1,747,321 | $73,473 | $73,473 | |
| 6091.618 VANGUARD MID CAP VAL | 2013-07-31 | 2013-12-27 | $250,000 | $228,192 | $21,808 | $21,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,162,942 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,344,656 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,462,581 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,362,917 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,315,420 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051018 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,266,237 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,991,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051516 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,014,772 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,301,486 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051265 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,418,286 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,035,044 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051415 | DistributionYr5Rt |
| Total Distribution | 0.256787 | TotalDistributionRt |
| Average Distribution | 0.051357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,407,311 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,486,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,418 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,514,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,521,181 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $28,418 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,418 | SubtotalAmt |
| Tax Based On Investment Income | $28,418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,418 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.newcombefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM WILFRID | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6099247022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PARK PL | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08542 | ZIPCode |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JANET A FEARON | ||||||
| 35 PARK PL | PRINCETON | NJ | 085426918 | TRUSTEE | 2.0 | $7,000 |
| ROBERT M ADAMS | ||||||
| 35 PARK PL | PRINCETON | NJ | 085426918 | TRUSTEE | 2.0 | $7,000 |
| J BARTON LEUDEKE | ||||||
| 35 PARK PL | PRINCETON | NJ | 085426918 | TRUSTEE | 2.0 | $7,000 |
| ELIZABETH T FRANK | ||||||
| 35 PARK PL | PRINCETON | NJ | 085426918 | TRUSTEE | 2.0 | $7,000 |
| LOUISE JOHNSON | ||||||
| 35 PARK PL | PRINCETON | NJ | 085426918 | TRUSTEE | 2.0 | $7,000 |
| THOMAS WILFRID | ||||||
| 35 PARK PL | PRINCETON | NJ | 085426918 | EXECUTIVE DIRECTOR | 40.0 | $141,316 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ & ASSOCIATES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT ST | AddressLine1 |
| City | PORTSMOUTH | City |
| State | NH | State |
| ZIP Code | 03801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULT | ServiceTypeTxt |
| Compensation | $65,187 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS AND FELLOWSHIPS GIVEN TO EDUCATIONAL INSTITUTIONS | Description1Txt |
| Expenses1 | $2,521,181 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,258,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $800,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,144,478 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,144,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $737,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,407,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,420,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,420,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,418 | TotalTaxAmt |
| Distributable Before Adj | $2,391,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,391,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,391,948 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,521,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,521,181 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,418 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,492,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,391,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,414 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,781 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $105,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $422,106 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,521,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,391,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,233 | RemainingDistriFromCorpusAmt |
| Total Corpus | $551,339 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $89,414 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $461,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,781 | ExcessFromYear4Amt |
| Excess From Year3 | $74,280 | ExcessFromYear3Amt |
| Excess From Year2 | $95,364 | ExcessFromYear2Amt |
| Excess From Year1 | $105,267 | ExcessFromYear1Amt |
| Excess From Current Year | $129,233 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS N WILFRID | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PARK PL | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08542 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6099247022 | RecipientPhoneNum |
| Form And Info And Materials | COLLEGES & UNIVERSITIES INTERESTED IN NEWCOMBE SCHOLARSHIPS MAY WRITE OR PHONE THE FOUNDATION'S OFFICE; APPLICATION PROCEDURES WILL BE EXPLAINED. APPLICATION FOR NEWCOMBE SCHOLARSHIPS FOR MATURE SECOND-CAREER WOMEN STUDENTS OR FOR NEWCOMBE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES REQUIRES COMPLETION OF INFORMATION FORMS AND SUBMISSION OF A REQUEST FOR FUNDING THAT EXPLAINS SERVICES PROVIDED TO SUCH STUDENTS, ADMINISTRATION ARRANGEMENTS FOR THE PROPOSED SCHOLARSHIP GRANT, AND ANY MATCHING FUNDING THE COLLEGE OR UNIVERSITY WOULD PROVIDE TO AUGMENT THE NEWCOMBE FUNDING OR TO BUILD AN ENDOWED SCHOLARSHIP FUND TO BENEFIT THESE STUDENTS. NOTE GEOGRAPHICAL RESTRICTIONS IN PART XV, LINE 2(D) PARAGRAPH (1) BELOW. IN EVERY CASE, A COPY OF THE INSTITUTION'S LETTER OF EXEMPT STATUS UNDER IRS CODE MUST ACCOMPANY THE APPLICATION AND THE INSTITUTION'S EMPLOYER IDENTIFICATION NUMBER (EIN) MUST BE FURNISHED. APPLICATION FOR NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS IN ETHICS AND RELIGION MUST BE MA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION MATERIAL FOR SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES AND FOR MATURE WOMEN STUDENTS I | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTS OF THE NEWCOMBE FOUNDATION ARE FOR SCHOLARSHIPS OR DOCTORAL FELLOWSHIPS IN THE PROGRAMS LISTED ABOVE. GRANTS ARE ONLY MADE TO COLLEGES, UNIVERSITIES, OR FOUNDATIONS. NO GRANTS ARE MADE TO INDIVIDUALS. NO MONEY IS AVAILABLE FOR PROGRAM DEVELOPMENT, STAFFING OR GENERAL SUPPORT. NO FUNDS ARE AWARDED FOR POST-DOCTORAL WORK. NEWCOMBE FOUNDATION GRANTS ARE MADE IN THREE PROGRAMS WITH THE FOLLOWING RESTRICTIONS: (1) NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS: UP TO 30 NEWCOMBE FELLOWS ARE SELECTED ANNUALLY IN A NATIONAL COMPETITION. DOCTORAL DEGREE CANDIDATES IN THE HUMANITIES AND SOCIAL SCIENCES WHOSE WORK FOCUSES ON ETHICS AND RELIGION MAY APPLY TO THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION (ADDRESS ABOVE). SUPPORT IS LIMITED TO ONE YEAR. (2) NEWCOMBE SCHOLARSHIPS FOR MATURE SECOND-CAREER WOMEN STUDENTS ARE RESTRICED GEOGRAPHICALLY TO COLLEGES AND UNIVERSITIES IN PA, NJ, MD, DE, DC AND NY CITY. NO GRANTS ARE MADE IN THIS PROGRAM TO TWO-YEAR COLLEGES, PUBLIC OR PRIVATE, OR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | ||||||
| 440 MASSACHUSETTS AVE | WASHINGTON | DC | 20016 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $8,000 |
| ARCADIA UNIVERSITY | ||||||
| 450 S EASTON RD | GLENSIDE | PA | 19038 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $16,000 |
| BLOOMFIELD COLLEGE | ||||||
| 467 FRANKLIN ST | BLOOMFIELD | NJ | 07003 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $27,000 |
| CEDAR CREST COLLEGE | ||||||
| 100 COLLEGE DR | ALLENTOWN | PA | 18104 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $37,000 |
| MISERICORDIA UNIVERSITY | ||||||
| 301 LAKE ST | DALLAS | PA | 18612 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $22,500 |
| COLUMBIA UNIVERSITY SCHOOL OF GENERAL STUDIES | ||||||
| 408 LEWISOHN HALL | NEW YORK | NY | 10027 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $41,000 |
| FORDHAM UNIVERSITY | ||||||
| 441 E FORDHAM RD | BRONX | NY | 10458 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $18,000 |
| GANNON UNIVERSITY | ||||||
| 109 UNIVERSITY SQUARE | ERIE | PA | 16541 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $40,500 |
| GWYNEDD-MERCY COLLEGE | ||||||
| SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $46,000 |
| HUNTER COLLEGE | ||||||
| 695 PARK AVE | NEW YORK | NY | 10021 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $47,000 |
| KEAN UNIVERSITY FOUNDATION | ||||||
| 1000 MORRIS AVE | UNION | NJ | 07083 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $18,500 |
| LA SALLE UNIVERSITY | ||||||
| 1900 W OLNEY AVE | PHILADELPHIA | PA | 19141 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $60,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $35,000 |
| MORAVIAN COLLEGE | ||||||
| 1200 MAIN ST | BETHLEHEM | PA | 18018 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $40,000 |
| NEUMANN UNIVERSITY | ||||||
| 1 NEUMANN DR | ASTON | PA | 19014 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $27,000 |
| RIDER UNIVERSITY | ||||||
| 2083 LAWRENCEVILLE RD | LAWRENCEVILLE | NJ | 08648 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $53,500 |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 7 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $19,000 |
| TOWSON UNIVERSITY FOUNDATION | ||||||
| 8000 YORK RD | TOWSON | MD | 21252 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $43,000 |
| UNIVERSITY OF MARYLAND | ||||||
| 3300 METZEROTT RD | ADELPHI | MD | 20783 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $116,500 |
| UNIVERSITY OF SCRANTON | ||||||
| 800 LINDEN ST | SCRANTON | PA | 18510 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $34,000 |
| ST JOSEPHS UNIVERSITY | ||||||
| 5600 CITY LINE AVE | PHILADELPHIA | PA | 19131 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $54,500 |
| WEST CHESTER UNIVERSITY | ||||||
| 100 W ROSEDALE AVE | WEST CHESTER | PA | 19383 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $17,000 |
| WIDENER UNIVERSITY | ||||||
| 1 UNIVERSITY PL | CHESTER | PA | 19013 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $38,000 |
| NEW SCHOOL UNIVERSITY | ||||||
| 66 W 12TH ST | NEW YORK | NY | 10011 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $6,250 |
| WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | ||||||
| CN 5281 | PRINCETON | NJ | 08543 | PUBLIC CHARITY | NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS | $773,864 |
| BROOKLYN COLLEGE | ||||||
| 2900 BEDFORD AVE | BROOKLYN | NY | 11210 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $25,000 |
| EDINBORO UNIVERSITY OF PA | ||||||
| 210 MEADVILLE ST | EDINBORO | PA | 16444 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $60,000 |
| GALLAUDET UNIVERSITY | ||||||
| 800 FLORIDA AVE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $43,000 |
| LONG ISLAND UNIVERSITY-BROOKLYN CAMPUS | ||||||
| UNIVERSITY CENTER | BROOKVILLE | NY | 11548 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $56,000 |
| MCDANIEL COLLEGE | ||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $12,500 |
| NEW YORK UNIVERSITY | ||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $30,000 |
| PENNSYLVANIA STATE UNIVERSITY | ||||||
| 17 OLD MAIN | UNIVERSITY PARK | PA | 16802 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $60,000 |
| TEMPLE UNIVERSITY | ||||||
| BROAD MONTGOMERY STREETS | PHILADELPHIA | PA | 19122 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $78,000 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 087012697 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $30,000 |
| THE FOUNDATION CENTER | ||||||
| 79 FIFTH AVE | NEW YORK | NY | 10003 | PUBLIC CHARITY | SUPPORT OF SERVICES TO GRANT SEEKERS | $5,000 |
| ELIZABETHTOWN COLLEGE | ||||||
| 1 ALPHA DR | ELIZABETHTOWN | PA | 170222298 | PUBLIC CHARITY | MATURE SECOND CAREER-WOMEN SCHOLARSHIPS | $25,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT ST | PENNSYLVANIA | PA | 191046243 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $25,000 |
| COUNCIL ON FOUNDATIONS | ||||||
| 2121 CRYSTAL DR STE 700 | ARLINGTON | VA | 222027306 | PUBLIC CHARITY | GENERAL SUPPORT | $4,720 |
| COUNCIL OF NEW JERSEY GRANTMAKERS | ||||||
| 101 W STATE ST | TRENTON | NJ | 08608 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| WILSON COLLEGE | ||||||
| 1025 PHILADELPHIA AVE | CHAMBERSBURG | PA | 17201 | PUBLIC CHARITY | MATURE SECOND CAREER-WOMEN SCHOLARSHIPS | $44,500 |
| MERCY COLLEGE | ||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | PUBLIC CHARITY | MATURE SECOND CAREER-WOMEN SCHOLARSHIPS | $23,500 |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | $225 |
| MARYVILLE COLLEGE | ||||||
| 502 E LAMAR ALEXANDER PKWY | MARYVILLE | TN | 37804 | PUBLIC CHARITY | SPECIAL SCHOLARSHIP ENDOWMENT | $25,000 |
| TUSCULUM COLLEGE | ||||||
| 1305 CENTERPOINT BLVD | KNOXVILLE | TN | 37932 | PUBLIC CHARITY | SPECIAL SCHOLARSHIP ENDOWMENT | $30,000 |
| DAVIS & ELKINS COLLEGE | ||||||
| 100 CAMPUS DR | ELKINS | WV | 26241 | PUBLIC CHARITY | SPECIAL SCHOLARSHIP ENDOWMENT | $25,000 |
| WESTMINSTER CHOIR COLLEGE | ||||||
| 101 WALNUT LN | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL SUPPORT IN HONOR OF AARON GAST | $20,000 |
| NEW JERSEY CITY UNIVERSITY | ||||||
| 2039 JOHN F KENNEDY BLVD W | JERSEY CITY | NJ | 07035 | PC | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,287,059 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | ||||||
| CN 5281 | PRINCETON | NJ | 08543 | PUBLIC CHARITY | NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS | $804,878 |
| GANNON UNIVERSITY | ||||||
| 109 UNIVERSITY SQ | ERIE | PA | 16541 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $17,000 |
| BLOOMFIELD COLLEGE | ||||||
| 467 FRANKLIN ST | BLOOMFIELD | NJ | 07003 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $27,000 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 087011697 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $22,500 |
| CEDAR CREST COLLEGE | ||||||
| 100 COLLEGE DR | ALLENTOWN | PA | 18104 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $24,333 |
| HUNTER COLLEGE | ||||||
| 695 PARK AVE E1313 | NEW YORK | NY | 100655024 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $29,000 |
| ASSOCIATE ALUMNAE OF DOUGLASS COLLEGE | ||||||
| 181 RYDERS LN | NEW BRUNSWICK | NJ | 089018557 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $21,000 |
| AMERICAN UNIVERSITY | ||||||
| 440 MASSACHUSETTS AVE | WASHINGTON | DC | 20016 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $8,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | ||||||
| 8400 BALTIMORE AVE STE 200 | COLLEGE PARK | MD | 207402496 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $43,500 |
| WIDENER UNIVERSITY | ||||||
| ONE UNIVERSITY PL | CHESTER | PA | 190135792 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $21,500 |
| EDINBORO UNIVERSITY OF PA | ||||||
| MEADVILLE NORMAL STREETS | EDINBORO | PA | 16444 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $160,000 |
| COLUMBIA UNIVERSITY SCHOOL OF GENERAL STUDIES | ||||||
| 408 LEWISON HALL | NEW YORK | NY | 10027 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $33,500 |
| TEMPLE UNIVERSITY | ||||||
| BROAD MONTGOMERY STREETS | PHILADELPHIA | PA | 19122 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $100,000 |
| PENNSYLVANIA STATE UNIVERSITY | ||||||
| 17 OLD MAIN | UNIVERSITY PARK | PA | 168021502 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES-ENDOWED SCHOLARSHIPS | $30,000 |
| ARCADIA UNIVERSITY | ||||||
| 450 S EASTON RD | GLENSIDE | PA | 19038 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $19,000 |
| NEUMANN UNIVERSITY | ||||||
| 1 NEUMANN DR | ASTOR | PA | 19014 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $18,000 |
| UNIVERISTY OF SCRANTON | ||||||
| 800 LINDEN ST | SCRANTON | PA | 18510 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $21,000 |
| FORDHAM UNIVERSITY | ||||||
| 441 E FORDHAM RD | BRONX | NY | 10458 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $23,000 |
| MCDANIEL COLLEGE | ||||||
| 2 COLLEGE HILL | WESTMINSTER | PA | 21157 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $48,500 |
| NEW YORK UNIVERISTY | ||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES | $18,750 |
| MERCY COLLEGE | ||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $23,500 |
| KEAN UNIVERSITY FOUNDATION | ||||||
| 1000 MORRIS AVE | UNION | NJ | 07083 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $23,500 |
| NEW JERSEY CITY UNIVERSITY | ||||||
| 2039 JOHN F KENNEDY BLVD W | JERSEY CITY | NJ | 07035 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $75,000 |
| DAVIS & ELKINS COLLEGE | ||||||
| 100 CAMPUS DR | ELKINS | WV | 26241 | PUBLIC CHARITY | SPECIAL SCHOLARSHIP ENDOWMENT | $25,000 |
| MARYVILLE COLLEGE | ||||||
| 502 E LAMAR ALEXANDER PKWY | MARYVILLE | TN | 37804 | PUBLIC CHARITY | SPECIAL SCHOLARSHIP ENDOWMENT | $25,000 |
| WEST CHESTER UNIVERSITY | ||||||
| 100 W ROSEDALE AVE | WEST CHESTER | PA | 19383 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN SCHOLARSHIPS | $22,000 |
| MISERICORDIA UNIVERSITY | ||||||
| 301 LAKE ST | DALLAS | PA | 18612 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN ENDOWED SCHOLARSHIPS | $158,500 |
| GWYNEDD-MERCY COLLEGE | ||||||
| SUMNEYTOWN PIKE | GYWNEDD VALLEY | PA | 19437 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN ENDOWED SCHOLARSHIPS | $70,000 |
| NEW SCHOOL UNIVERSITY | ||||||
| 66 W 12TH ST | NEW YORK | NY | 10011 | PUBLIC CHARITY | MATURE SECOND-CAREER WOMEN ENDOWED SCHOLARSHIPS | $22,250 |
| PRESBYTERIAN CHURCH OF LAWRENCEVILLE | ||||||
| 2688 MAIN ST | LAWRENCEVILLE | NJ | 08648 | FEARON FUND SUPPORTING MINISTRY STUDENTS IN HONOR OF JANET FEARON | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,035,211 | TotalGrantOrContriApprvFutAmt |
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 | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $535,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $437,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,636,215 | 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 | $2,620,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,620,363 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | PRIME BUCHHOLZ ASSOCIATES INC | ContractorPersonNm |
| Explanation | INVESTMENT ADVISORY FEES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACADIAN INTL SMALL CAP FUND | FMV | $3,140,168 | $3,140,168 |
| ARCHSTONE ABSOLUTE | FMV | $3,284,150 | $3,284,150 |
| ADAGE CAPITAL PARTNERS | FMV | $5,426,257 | $5,426,257 |
| COLCHESTER GLOBAL BOND FUND | FMV | $3,135,621 | $3,135,621 |
| BARLOW OFFSHORE PARTNERS | FMV | $3,347,608 | $3,347,608 |
| GENEVA MIDCAP GROWTH EQUITIES | FMV | $2,490,427 | $2,490,427 |
| CITY OF LONDON EMERGING MARKET | FMV | $0 | $0 |
| TIFF ABSOLUTE RETURN POOL II | FMV | $4,037,263 | $4,037,263 |
| VANGUARD INFLATION PROTECTED | FMV | $0 | $0 |
| EDGBASTON ASIAN EQUITY | FMV | $2,026,753 | $2,026,753 |
| VANGUARD MID CAP VALUE | FMV | $2,277,495 | $2,277,495 |
| MAP 2003 LP | FMV | $475,482 | $2,940,859 |
| MAP 2004 LP | FMV | $261,921 | $654,939 |
| DODGE & COX INTERNATIONAL FUND | FMV | $3,656,654 | $3,656,654 |
| AG CORE PLUS REALTY III | FMV | $1,040,739 | $1,040,739 |
| SYSTEMATIC MID CAP VALUE FUND | FMV | $0 | $0 |
| MAP 2009 LP | FMV | $412,241 | $688,401 |
| VANGUARD 500 INDEX FUND | FMV | $1,711,691 | $1,711,691 |
| VANGUARD SHORT TERM TREASURY | FMV | $0 | $0 |
| VANGUARD ENERGY FUND | FMV | $1,883,728 | $1,883,728 |
| WILLIAM BLAIR INTERNATL | FMV | $0 | $0 |
| GRESHAM TAP | FMV | $1,388,352 | $1,388,352 |
| VANGUARD EMERGING MKTS | FMV | $2,546,410 | $2,546,410 |
| HARBOR INTERNATIONAL | FMV | $2,010,476 | $2,010,476 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID INSURANCE | $5,732 | $6,567 | $6,567 |
| SECURITY DEPOSIT | $2,252 | $2,253 | $2,253 |
| PREPAID EXCISE TAX | $8,130 | $0 | $0 |
| DUE FROM BROKER | $525,000 | $4,500,000 | $4,500,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $79 | $79 |
| DONATIONS | $100 | $100 |
| OFFICE SUPPLIES PHONE POSTAGE | $6,296 | $6,296 |
| INSURANCE | $2,190 | $2,190 |
| PAYROLL PROCESSING | $836 | $836 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| ACADIAN INTL SMALL CAP | $48,472 | |
| ADAGE CAPITAL | -$672 | |
| CITY OF LONDON EMERGING MARKETS | -$7 | |
| COLCHESTER GLOBAL BOND FUND | -$99,001 | |
| EDGBASTON ASIAN EQUITY TRUST | -$1,510 | |
| MAP 2003 LP | $267,264 | $225,164 |
| MAP 2004 LP | $39,908 | $20,176 |
| MAP 2009 LP | $40,339 | $5,725 |
| ANGELO GORDON CORE PLUS II | $186,580 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $2,982,009 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $245,221 | Amt |
| Net Investment Income | $154,791 | NetInvestmentIncomeAmt |
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