THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC (EIN 22-3466063)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201301309349100935
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T12:04:57-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHNER FRANCHINO & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223466063 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 9737465785 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM H TURNER | Name |
| Title | PRESIDENT | Title |
| Phone | 9737465785 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2013-05-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 266954 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 104057 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 6141 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6141 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4951 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 56945 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4951 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 115149 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11092 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1680 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1680 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 1661 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1661 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 222 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3563 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3341 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 76063 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3341 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 39086 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7751 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 89364 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7015 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7015 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 61985 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 112146 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 127759 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 40465 | InvestmentsOtherBOY |
| Investments Other EOY | 111846 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 132180 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 107 | OtherAssetsBOY |
| Total Assets BOY | 191921 | TotalAssetsBOY |
| Total Assets EOY | 231007 | TotalAssetsEOY |
| Total Assets EOYFMV | 266954 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 191921 | RetainedEarningsBOY |
| Retained Earnings EOY | 231007 | RetainedEarningsEOY |
| Total Net Assets BOY | 191921 | TotalNetAssetsBOY |
| Total Net Assets EOY | 231007 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 191921 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 231007 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 191921 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 39086 | ExcessOfRevenueOverExpenses |
| Subtotal | 231007 | Subtotal |
| Total Net Assets Fund Balances EOY | 231007 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1400 SHS GENERAL ELECTRIC CO | D | 2010-12-09 | 2012-01-17 | 26616 | 23800 | 2816 | 2816 |
| 500 SHS GENERAL ELECTRIC CO | D | 2010-12-09 | 2012-05-16 | 9531 | 8500 | 1031 | 1031 |
| 300 SHS GENERAL ELECTRIC CO | D | 2010-12-09 | 2012-11-13 | 6246 | 5100 | 1146 | 1146 |
| 75 SHS BLACKROCK INC | D | 2012-11-27 | 2012-12-07 | 14552 | 14594 | -42 | -42 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4951 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 75500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 161687 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.466952 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 70000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 113733 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.615477 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 153068 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 119110 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.285098 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56855 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 144487 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.393496 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 218420 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 180182 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.212219 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.973242 | TotalDistributionRatio |
| Average Distribution Ratio | 0.794648 | AverageDistributionRatio |
| Net Noncharitable Assets | 197179 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 156688 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 78 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 156766 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 155 | InvestmentIncomeExciseTax |
| Subtotal | 155 | Subtotal |
| Tax Based On Investment Income | 155 | TaxBasedOnInvestmentIncome |
| Tax Due | 155 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LESHNER FRANCHINO CO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9735391800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 182071 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18111 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 200182 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 200182 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3003 | CashDeemedCharitable |
| Net Noncharitable Assets | 197179 | NetNoncharitableAssets |
| Minimum Investment Return | 9859 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9859 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 155 | TaxBasedOnInvestmentIncome |
| Total Tax | 155 | TotalTax |
| Distributable Amount Before Adj | 9704 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 9704 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 9704 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72500 | ExpensesAndContributions |
| Qualifying Distributions | 72500 | QualifyingDistributions |
| Adj Qualifying Distributions | 72500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9704 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 209455 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 49648 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 147132 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 64313 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 67638 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 538186 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72500 | QualifyingDistributions |
| Applied To Current Year | 9704 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 62796 | RemainingDistriFromCorpus |
| Total Corpus | 600982 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 209455 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 391527 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 49648 | ExcessFromYear4 |
| Excess From Year3 | 147132 | ExcessFromYear3 |
| Excess From Year2 | 64313 | ExcessFromYear2 |
| Excess From Year1 | 67638 | ExcessFromYear1 |
| Excess From Current Year | 62796 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM JUDITH TURNER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | 501(C)(3) | GENERAL PURPOSE | $20,000 |
| CAUCUS EDUCATIONAL CORP LLC | ||||||
| 75 MIDLAND AVE | MONTCLAIR | NJ | 07042 | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| 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 |
| BLOOMFIELD COLLEGE | ||||||
| 467 FRANKLIN STREET | BLOOMFIELD | NJ | 07003 | 501(C)(3) | GENERAL PURPOSE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,141 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,951 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,092 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11092 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WILLIAM JUDITH TURNER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 104057 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 525 SHARES BLACKROCK INC | NoncashPropertyDescription |
| Fair Market Value | 102155 | FairMarketValue |
| Date Received | 2012-11-27 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LESHNER, FRANCHINO & COMPANY | Category |
| Amount | $1,680 | Amount |
| Net Investment Income | 1680 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| WILLIAM TURNER |
| JUDITH TURNER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERIPRISE FINL INC | 228 | 626 |
| BLACKROCK INC | 87561 | 93020 |
| EXXON MOBIL CORP | 3361 | 10040 |
| GENERAL ELECTRIC CO | 8500 | 10495 |
| PROCTOR & GAMBLE | 12496 | 13578 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ISHARES IBOXX HIGH YLD CORP | AT COST | 27952 | 32673 |
| ISHARES TR BARCLAYS 1-3 YR CR BD FD | AT COST | 41822 | 42192 |
| ISHARES TR MSCI EMERGING MKTS | AT COST | 12300 | 17740 |
| ISHARES TR RUSSELL 1000 VALUE INDEX | AT COST | 29772 | 39575 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME RECEIVABLE | Description |
| BOY Book Value | 107 | BOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JAMISON EATON & WOOD | Category |
| Amount | $1,661 | Amount |
| Net Investment Income | 1661 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | WILLIAM JUDITH TURNER | PersonName |
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $222 | Amount |
Comments