THE HAROLD B & DOROTHY A SNYDER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE HAROLD B & DOROTHY A SNYDER FOUNDATION (EIN 22-2316043)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-11
- IRS object ID
- 201310429349100651
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-11T16:20:34-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | 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 | 2011-10-01 | 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 BUILDING 1 | AddressLine1 |
| Address Line2 | 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 | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA DOMINIANNI | Name |
| PTIN | P00252682 | PTIN |
| Phone | 9739949400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9435549 | 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 | 109 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 109 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 227468 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 227468 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 194471 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 194471 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 194471 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 137882 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1329218 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 137882 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 559930 | TotalRevenueAndExpenses |
| Total Net Investment Income | 559930 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 126000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 100800 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 7324 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1465 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 5859 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 11499 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2300 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9199 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9124 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1824 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7300 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5276 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1769 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 62423 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 45785 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16638 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 223415 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 51374 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 139796 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 312500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 285915 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 51374 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 452296 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 274015 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 508556 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 186859 | CashBOY |
| Cash EOY | 60161 | CashEOY |
| Cash EOYFMV | 60161 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 129583 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 129583 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 7726 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 5523 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 5523 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 6706360 | InvestmentsOtherBOY |
| Investments Other EOY | 6647806 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7980000 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1514860 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 675169 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 776600 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 839691 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 839691 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 416899 | OtherAssetsBOY |
| Other Assets EOY | 420591 | OtherAssetsEOY |
| Other Assets EOYFMV | 420591 | OtherAssetsEOYFMV |
| Total Assets BOY | 8094444 | TotalAssetsBOY |
| Total Assets EOY | 8103355 | TotalAssetsEOY |
| Total Assets EOYFMV | 9435549 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 42232 | AccountsPayableBOY |
| Accounts Payable EOY | 40862 | AccountsPayableEOY |
| Grants Payable BOY | 250000 | GrantsPayableBOY |
| Deferred Revenue BOY | 13734 | DeferredRevenueBOY |
| Other Liabilities BOY | 99004 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 99004 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 404970 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 139866 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7689474 | UnrestrictedBOY |
| Unrestricted EOY | 7963489 | UnrestrictedEOY |
| Total Net Assets BOY | 7689474 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7963489 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8094444 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8103355 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7689474 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 274015 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7963489 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7963489 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| EDWARD JONES | P | 455513 | 400127 | 55386 | 55386 |
| VANGUARD | P | 873705 | 791209 | 82496 | 82496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 137882 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1095644 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9454400 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.115887 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 770425 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9408948 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.081882 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5126991 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8479271 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.604650 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 761958 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7265700 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.104871 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4900830 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10168446 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.481965 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.389255 | TotalDistributionRatio |
| Average Distribution Ratio | 0.277851 | AverageDistributionRatio |
| Net Noncharitable Assets | 7758345 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2155664 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5086 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2160750 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 452296 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 10171 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10171 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10171 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4610 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4610 | TotalCreditsAndPayments |
| Penalty For Underpayment | 116 | PenaltyForUnderpayment |
| Tax Due | 5677 | 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 BUILDING 1 | AddressLine1 |
| Address Line2 | 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 (7 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 | 1200 | 0 | 0 |
| MELVIN COOK | ||||||||
| 331 NEWMAN SPRINGS ROAD BUILDING 1 | RED BANK | NJ | 07701 | TRUSTEE | 1.00 | 1200 | 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 |
| 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 | 7700475 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 176017 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7876492 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7876492 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 118147 | CashDeemedCharitable |
| Net Noncharitable Assets | 7758345 | NetNoncharitableAssets |
| Minimum Investment Return | 387917 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 387917 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10171 | TaxBasedOnInvestmentIncome |
| Total Tax | 10171 | TotalTax |
| Distributable Amount Before Adj | 377746 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 377746 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 377746 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 452296 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 452296 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 452296 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 377746 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 4523706 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 306906 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 630183 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5460795 | TotalExcessDistriCarryover |
| Qualifying Distributions | 452296 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 377746 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 74550 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5535345 | 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 | 5535345 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 4523706 | ExcessFromYear3 |
| Excess From Year2 | 306906 | ExcessFromYear2 |
| Excess From Year1 | 630183 | ExcessFromYear1 |
| Excess From Current Year | 74550 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| KEAN UNIVERISTY FOUNDATION | |||||||
| 1000 MORRIS AVENUE | UNION | NJ | 07083 | NONE | PUBLIC CHARITY-SEC. | COLLEGE SCHOLARSHIPS | $32,000 |
| SETON HALL UNIERSITY | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY-SEC. | COLLEGE SCHOLARSHIPS | $18,500 |
| FOUNDATION AT NEW JERSEY INSTITUTE | |||||||
| 323 MARTIN LUTHER KING BOULEVARD | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY-SEC. | COLLEGE SCHOLARSHIPS | $12,000 |
| OLD FIRST HISTORICAL TRUST | |||||||
| 42 BROAD STREET | ELIZABETH | NJ | 07201 | NONE | PUBLIC CHARITY-SEC. | HISTORICAL PRESERVATION OF CHURCH PROPERTY | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 312500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | 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 | $109 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $227,468 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $194,471 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $137,882 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $559,930 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 559930 | 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 | $11,499 | Amount |
| Net Investment Income | 2300 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9199 | 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 | 1769 | 0 | 27.500000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VANGUARD | FMV | 3575385 | 4446305 |
| EDWARD JONES | FMV | 3069921 | 3531195 |
| 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 | 1769 | 63091 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $7,324 | Amount |
| Net Investment Income | 1465 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5859 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| BOY Book Value | 416899 | BOYBookValue |
| EOY Book Value | 420591 | EOYBookValue |
| EOYFMV | 420591 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 41624 | 41624 | 0 |
| OFFICE | 5098 | 1020 | 4078 |
| MISCELLANEOUS | 11474 | 2295 | 9179 |
| SECRETARIAL SERVICES | 3569 | 714 | 2855 |
| WORKERS COMPENSATION | 658 | 132 | 526 |
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 (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ENVIRONMENTAL ENGINEERS | $246 | 49 | 197 |
| FINANCIAL CONSULTANTS | $7,683 | 1536 | 6147 |
| MISCELLANEOUS | $1,195 | 239 | 956 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $5,276 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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