THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC (EIN 22-3466063)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201421329349102007
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T11:59:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHNER FRANCHINO & COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CATTANO AVENUE | AddressLine1 |
| City | MORRISTOWN | City |
| State | NJ | State |
| ZIP Code | 079606839 | 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 | 223466063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM H AND JUDITH C TURNER | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9737465785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 KIPS RIDGE | AddressLine1 |
| City | MONTCLAIR | City |
| State | NJ | State |
| ZIP Code | 07042 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H TURNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737465785 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARREN J LESHNER | PreparerPersonNm |
| PTIN | P00283070 | PTIN |
| Phone | 9735391800 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| 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 | $329,199 | 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 | $101,684 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,652 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,202 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,485 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,711 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $94 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,651 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $112,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $86,356 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $111,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $197,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $234,192 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $231,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $271,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $329,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $231,007 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,603 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $231,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $271,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $231,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $271,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $231,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,596 | ExcessRevenueOverExpensesAmt |
| Subtotal | $271,603 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $271,603 | 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 |
|---|---|---|---|---|---|---|---|
| 150 SHS ISHARES IBOXX HY CORP BD FD | P | 2013-01-24 | 2013-02-12 | $13,975 | $14,217 | -$242 | -$242 |
| 15 SHS ISHARES IBOXX HY CORP BD FD | P | 2012-01-17 | 2013-02-12 | $1,397 | $1,339 | $58 | $58 |
| 100 SHS ISHARES 1-3YR CR BD FD | P | 2013-02-12 | 2013-04-29 | $10,549 | $10,563 | -$14 | -$14 |
| 180 SHS ISHARES 1-3YR CR BD FD | P | 2013-02-12 | 2013-11-08 | $18,951 | $19,014 | -$63 | -$63 |
| 150 SHS BLACKROCK INC | D | 2012-11-27 | 2013-01-15 | $33,228 | $29,187 | $4,041 | $4,041 |
| 150 SHS BLACKROCK INC | D | 2012-11-27 | 2013-01-24 | $35,497 | $29,187 | $6,310 | $6,310 |
| 150 SHS BLACKROCK INC | D | 2012-11-27 | 2013-02-12 | $35,956 | $29,187 | $6,769 | $6,769 |
| 175 SHS BLACKROCK INC | D | 2013-05-22 | 2013-10-18 | $52,789 | $50,842 | $1,947 | $1,947 |
| 75 SHS BLACKROCK INC | D | 2013-05-22 | 2013-12-23 | $23,635 | $21,789 | $1,846 | $1,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,652 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$319 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $197,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.367686 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $161,687 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.466952 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $113,733 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.615477 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $119,110 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.285098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $144,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.393496 | DistributionYr5Rt |
| Total Distribution | 3.128709 | TotalDistributionRt |
| Average Distribution | 0.625742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $304,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $190,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,580 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $478 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $478 | SubtotalAmt |
| Tax Based On Investment Income | $478 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $478 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LESHNER FRANCHINO CO | IndividualWithBooksNm |
| Phone | 9735391800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CATTANO AVE | AddressLine1 |
| City | MORRISTOWN | City |
| State | NJ | State |
| ZIP Code | 07960 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM TURNER | ||||||||
| 15 KIPS RIDGE | MONTCLAIR | NJ | 07042 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JUDITH TURNER | ||||||||
| 15 KIPS RIDGE | MONTCLAIR | NJ | 07042 | SECR/TREAS | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $302,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $308,816 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $308,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $304,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $478 | TotalTaxAmt |
| Distributable Before Adj | $14,731 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,731 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $85,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,731 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $49,648 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $147,132 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,638 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $391,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,269 | RemainingDistriFromCorpusAmt |
| Total Corpus | $461,796 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,648 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $412,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $147,132 | ExcessFromYear4Amt |
| Excess From Year3 | $64,313 | ExcessFromYear3Amt |
| Excess From Year2 | $67,638 | ExcessFromYear2Amt |
| Excess From Year1 | $62,796 | ExcessFromYear1Amt |
| Excess From Current Year | $70,269 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM JUDITH TURNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | 501(C)(3) | GENERAL PURPOSE | $50,000 |
| MONTCLAIR FUND FOR EDUC EXCELLANCE | ||||||
| 22 VALLEY RD | MONTCLAIR | NJ | 07042 | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| INTERNATIONAL COLLEGE | ||||||
| 215 PARK AVE S STE 1710 | NEW YORK | NY | 10003 | 501(C)(3) | GENERAL PURPOSE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,652 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,202 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM JUDITH TURNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 KIPS RIDGE | AddressLine1 |
| City | MONTCLAIR | City |
| State | NJ | State |
| ZIP Code | 07042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $101,684 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 350 SHARES BLACKROCK INC | NoncashPropertyDesc |
| Fair Market Value | $101,684 | FairMarketValueAmt |
| Received | 2013-05-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LESHNER, FRANCHINO & COMPANY | CategoryTxt |
| Amt | $1,485 | Amt |
| Net Investment Income | $1,485 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| WILLIAM TURNER |
| JUDITH TURNER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINL INC | $228 | $1,151 |
| BLACKROCK INC | $29,053 | $31,647 |
| EXXON MOBIL CORP | $3,361 | $11,739 |
| GENERAL ELECTRIC CO | $8,500 | $14,015 |
| INTUITIVE SURGICAL INC | $11,434 | $11,522 |
| PROCTOR & GAMBLE | $12,496 | $16,282 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES IBOXX HIGH YLD CORP | AT COST | $26,613 | $31,115 |
| ISHARES TR BARCLAYS 1-3 YR CR BD FD | AT COST | $62,948 | $63,276 |
| ISHARES TR MSCI EMERGING MKTS | AT COST | $21,219 | $25,077 |
| ISHARES TR RUSSELL 1000 VALUE INDEX | AT COST | $46,465 | $72,219 |
| ISHARES TR EUROPE ETF | AT COST | $22,908 | $23,725 |
| ISHARES TR MICRO-CAP ETF | AT COST | $17,727 | $18,780 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JAMISON EATON & WOOD | CategoryTxt |
| Amt | $2,711 | Amt |
| Net Investment Income | $2,711 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM JUDITH TURNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 KIPS RIDGE | AddressLine1 |
| City | MONCLAIR | City |
| State | NJ | State |
| ZIP Code | 07042 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $94 | Amt |
| Net Investment Income | $94 | NetInvestmentIncomeAmt |
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