THE HAROLD B & DOROTHY A SNYDER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE HAROLD B & DOROTHY A SNYDER FOUNDATION (EIN 22-2316043)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-10
- IRS object ID
- 201440419349100709
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-10T14:00:57-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221732349 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 EISENHOWER PARKWAY | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222316043 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD B & DOROTHY A SNYDER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SNYD | NameControl |
| Phone | 9177504177 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS ROAD BLDG 1 4TH | AddressLine1 |
| Address Line2 | FL NO 143 | AddressLine2 |
| City | RED BANK | City |
| State | NJ | State |
| ZIP Code | 07701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH A VALLONE III | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9177504177 | Phone |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA MILLER | Name |
| PTIN | P01597612 | PTIN |
| Phone | 9739949400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10190604 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 186 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 186 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 182922 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 182922 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 194472 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 194472 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 194472 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 479195 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2154523 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 479195 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 39 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 39 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 856814 | TotalRevenueAndExpenses |
| Total Net Investment Income | 856814 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 134000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 107200 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 24205 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 9682 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 14523 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9511 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1902 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7609 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 50756 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 50756 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15843 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2359 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 2359 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 11917 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2405 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 9512 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 248591 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 67104 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 138844 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 832000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 457000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1080591 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 67104 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 595844 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -223777 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 789710 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 60161 | CashBOY |
| Cash EOY | 282049 | CashEOY |
| Cash EOYFMV | 282049 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 129583 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 264876 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 264876 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 5523 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 7376 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 7376 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 6647806 | InvestmentsOtherBOY |
| Investments Other EOY | 6437045 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8361725 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1514860 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 677528 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 839691 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 837332 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 837332 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 420591 | OtherAssetsBOY |
| Other Assets EOY | 437246 | OtherAssetsEOY |
| Other Assets EOYFMV | 437246 | OtherAssetsEOYFMV |
| Total Assets BOY | 8103355 | TotalAssetsBOY |
| Total Assets EOY | 8265924 | TotalAssetsEOY |
| Total Assets EOYFMV | 10190604 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 40862 | AccountsPayableBOY |
| Accounts Payable EOY | 52208 | AccountsPayableEOY |
| Grants Payable EOY | 375000 | GrantsPayableEOY |
| Other Liabilities BOY | 99004 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 99004 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 139866 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 526212 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7963489 | UnrestrictedBOY |
| Unrestricted EOY | 7739712 | UnrestrictedEOY |
| Total Net Assets BOY | 7963489 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7739712 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8103355 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8265924 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7963489 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -223777 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7739712 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7739712 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| EDWARD JONES | P | 754643 | 0 | 625724 | 128919 | 128919 |
| VANGUARD | P | 1349430 | 1049604 | 299826 | 299826 | |
| CAPITAL GAINS DIVIDENDS | P | 50450 | 50450 | 50450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 479195 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 452296 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7758345 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058298 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1095644 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9454400 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.115887 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 770425 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9408948 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.081882 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5126991 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8479271 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.604650 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 761958 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7265700 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.104871 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.965588 | TotalDistributionRatio |
| Average Distribution Ratio | 0.193118 | AverageDistributionRatio |
| Net Noncharitable Assets | 8460967 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1633965 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7897 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1641862 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 595844 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 15794 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 15794 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 15794 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10400 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 5394 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.SNYDERFOUNDATION.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9177504177 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS ROAD BLDG 1 4TH | AddressLine1 |
| Address Line2 | FL NO 143 | AddressLine2 |
| City | RED BANK | City |
| State | NJ | State |
| ZIP Code | 07701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| LAURA STAMMEL | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | CHAIRPERSON | 2.00 | 1200 | 0 | 0 |
| J VERNON WHITTENBURG | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | SECRETARY | 3.00 | 2400 | 0 | 0 |
| PHYLLIS J SNYDER | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | TREASURER | 2.00 | 400 | 0 | 0 |
| MELVIN COOK | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | TRUSTEE | 1.00 | 800 | 0 | 0 |
| ARLINE S CORTESE | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | TRUSTEE | 1.00 | 1200 | 0 | 0 |
| SHANNON CORTESE | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | TRUSTEE | 1.00 | 1200 | 0 | 0 |
| PAUL CORTESE | ||||||||
| 1018 SIGNAL HILL LANE | LANCASTER | PA | 17601 | TRUSTEE | 1.00 | 800 | 0 | 0 |
| JOSEPH A VALLONE III | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | EXEC. DIRECTOR & CEO | 35.00 | 126000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6708624 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 366330 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1514860 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8589814 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8589814 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 128847 | CashDeemedCharitable |
| Net Noncharitable Assets | 8460967 | NetNoncharitableAssets |
| Minimum Investment Return | 423048 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 423048 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15794 | TaxBasedOnInvestmentIncome |
| Total Tax | 15794 | TotalTax |
| Distributable Amount Before Adj | 407254 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 407254 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 407254 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 595844 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 595844 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 595844 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 407254 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 4523706 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 306906 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 630183 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 74550 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5535345 | TotalExcessDistriCarryover |
| Qualifying Distributions | 595844 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 407254 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 188590 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5723935 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5723935 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4523706 | ExcessFromYear4 |
| Excess From Year3 | 306906 | ExcessFromYear3 |
| Excess From Year2 | 630183 | ExcessFromYear2 |
| Excess From Year1 | 74550 | ExcessFromYear1 |
| Excess From Current Year | 188590 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| KEAN UNIVERSITY FOUNDATION | |||||||
| 1000 MORRIS AVENUE | UNION | NJ | 07083 | NONE | PUBLIC CHARITY | COLLEGE SCHOLARSHIPS | $24,000 |
| OLD FIRST HISTORICAL TRUST | |||||||
| 42 BROAD STREET | ELIZABETH | NJ | 07201 | NONE | PUBLIC CHARITY | HISTORICAL PRESERVATION OF CHURCH PROPERTY | $385,000 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | COLLEGE SCHOLARSHIPS | $19,000 |
| NEW JERSEY INSTITUTE & TECHNOLOGY UNIVERSITY | |||||||
| 141 SUMMIT STREET | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | COLLEGE SCHOLARSHIPS | $22,000 |
| NEW YORK THEOLOGICAL | |||||||
| 475 RIVERSIDE DRIVE SUITE 500 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | COLLEGE SCHOLARSHIPS | $6,000 |
| ST FAITHS EPISCOPAL | |||||||
| 1208 ALLSTON ROAD | HAVERTOWN | PA | 19083 | NONE | PUBLIC CHARITY | MEMORIAL TRIBUTE | $500 |
| STARTING POINTS INC | |||||||
| 2737 KENNEDY BOULEVARD | JERSEY CITY | NJ | 07306 | NONE | PUBLIC CHARITY | MEMORIAL TRIBUTE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 457000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD FIRST HISTORICAL TRUST | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 BROAD STREET | AddressLine1 |
| City | ELIZABETH | City |
| State | NJ | State |
| ZIP Code | 07201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | TO ESTABLISH ENDOWMENT FUND | PurposeOfGrantOrContribution |
| Amount | $375,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 375000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $186 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $182,922 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $194,472 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $479,195 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $39 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $856,814 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 856814 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $9,511 | Amount |
| Net Investment Income | 1902 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7609 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Prior Years DepreciationPriorYearsDepreciation | LifeLife |
|---|---|---|---|---|---|---|---|
| LAND | 1979-01-01 | 776600 | L | 0 | 0 | ||
| BUILDING | 1979-01-01 | 673400 | SL | 0 | 0 | 673400 | 27.500000000000 |
| BUILDING IMPROVEMENT | 2012-01-01 | 64860 | SL | 2359 | 0 | 1769 | 27.500000000000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | THE STATE OF NEW JERSEY HAS NO REGISTRATION REQUIREMENT FOR AN ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT FISCAL YEAR. | Statement |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VANGUARD | FMV | 3174619 | 4285115 |
| EDWARD JONES | FMV | 3259926 | 4074110 |
| INVESTMENTS IN AMWELL VALLEY CO | FMV | 2500 | 2500 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| LAND | 776600 | 0 | 776600 |
| BUILDING | 673400 | 673400 | 0 |
| BUILDING IMPROVEMENT | 64860 | 4128 | 60732 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $24,205 | Amount |
| Net Investment Income | 9682 | NetInvestmentIncome |
| Disbursements Charitable Prps | 14523 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| BOY Book Value | 420591 | BOYBookValue |
| EOY Book Value | 437246 | EOYBookValue |
| EOYFMV | 437246 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 1275 | 0 | 1275 |
| OFFICE | 4191 | 838 | 3353 |
| MISCELLANEOUS | 5590 | 1395 | 4195 |
| WORKERS COMPENSATION | 861 | 172 | 689 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 39 | RevenueAndExpensesPerBooks |
| Net Investment Income | 39 | NetInvestmentIncome |
| Adjusted Net Income | 39 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| BOY Book Value | 99004 | BOYBookValue |
| EOY Book Value | 99004 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | $45,648 | 45648 | 0 |
| FINANCIAL CONSULTANTS | $5,108 | 5108 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $15,843 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments