JOSEPHINE PEISER CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE PEISER CHARITABLE FOUNDATION (EIN 20-1999478)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201331289349100503
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T07:38:04-05:00 | 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 | WITHUM SMITH BROWN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DR | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085406313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999478 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE PEISER CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DR RICHARD PORWANCHER | InCareOfName |
| Name Control | JOSE | NameControl |
| Phone | 6099210886 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2247 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08543 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD PORWANCHER | Name |
| Title | TRUSTEE | Title |
| Phone | 6099210886 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C COYNE | Name |
| Phone | 6095201188 | Phone |
| 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 | 1952403 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 58446 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 58446 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 72518 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1144626 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 72518 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 130964 | TotalRevenueAndExpenses |
| Total Net Investment Income | 130964 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15000 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 1012 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 911 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 101 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2385 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 265 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 21211 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 21211 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1849 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 824 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1744 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 43466 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25331 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 366 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 133566 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25331 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 90466 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2602 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 105633 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 78359 | CashBOY |
| Cash EOY | 150001 | CashEOY |
| Cash EOYFMV | 150001 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 170933 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 170913 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 171143 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 395435 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 407004 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 410926 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 596343 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 550426 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 625194 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 541883 | InvestmentsOtherBOY |
| Investments Other EOY | 502454 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 595139 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1782953 | TotalAssetsBOY |
| Total Assets EOY | 1780798 | TotalAssetsEOY |
| Total Assets EOYFMV | 1952403 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1782953 | CapitalStockBOY |
| Capital Stock EOY | 1780798 | CapitalStockEOY |
| Total Net Assets BOY | 1782953 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1780798 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1782953 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1780798 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1782953 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2602 | ExcessOfRevenueOverExpenses |
| Other Increases | 447 | OtherIncreases |
| Subtotal | 1780798 | Subtotal |
| Total Net Assets Fund Balances EOY | 1780798 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 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 |
|---|---|---|---|---|---|---|---|
| 1,105.00 SHS OPPN QUEST OPP VAL FD C | P | 2009-08-17 | 2012-02-07 | 23094 | 24984 | -1890 | -1890 |
| 23.00 SHS OPPN QUEST OPP VAL FD C | P | 2010-12-29 | 2012-02-07 | 481 | 565 | -84 | -84 |
| 1.00 SHS OPPN QUEST OPP VAL FD C | P | 2011-12-08 | 2012-02-07 | 21 | 23 | -2 | -2 |
| 73.00 SHS OPPN QUEST OPP VAL FD C | P | 2011-12-08 | 2012-02-07 | 1526 | 1516 | 10 | 10 |
| 1.00 SHS OPPN QUEST OPP VAL FD C | P | 2011-12-08 | 2012-02-07 | 21 | 20 | 1 | 1 |
| 0.291 SHS OPPN QUEST OPP VAL FD C | P | 2011-12-08 | 2012-02-07 | 6 | 6 | ||
| 42.00 SHS OPPN QUEST OPP VAL FD C | P | 2011-12-08 | 2012-02-07 | 878 | 872 | 6 | 6 |
| 40,000.00 SHS CD FIRSTBANK PUERTO RICO | P | 2011-04-06 | 2012-08-13 | 40000 | 40000 | ||
| 50,000.00 SHS CD FIRSTBANK PUER 1.00% 12 | P | 2011-08-19 | 2012-09-18 | 50000 | 49993 | 7 | 7 |
| MERRILL LYNCH SHORT TERM NONCOVERED | P | 2012-01-01 | 2012-12-31 | 474933 | 468143 | 6790 | 6790 |
| MERRILL LYNCH LONG TERM NONCOVERED | P | 2011-01-01 | 2012-12-31 | 553579 | 485986 | 67593 | 67593 |
| OISA C.I.L. | P | 2012-05-24 | 2012-05-24 | 7 | 7 | 7 | |
| KOC HLDG AS C.I.L. | P | 2012-07-12 | 2012-07-12 | 17 | 17 | 17 | |
| KRAFT FOODS GROUP INC C.I.L. | P | 2012-10-16 | 2012-10-16 | 31 | 31 | 31 | |
| ASML HLDG NV NY C.I.L. | P | 2012-12-14 | 2012-12-14 | 32 | 32 | 32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 72518 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 111558 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1913343 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058305 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 103555 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1926245 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05376 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 110490 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1813383 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06093 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 135457 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2514905 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053862 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 175688 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2112624 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.083161 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.310018 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062004 | AverageDistributionRatio |
| Net Noncharitable Assets | 1858018 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 115205 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1056 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 116261 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 90466 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2113 | InvestmentIncomeExciseTax |
| Subtotal | 2113 | Subtotal |
| Tax Based On Investment Income | 2113 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1277 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1277 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
| Tax Due | 849 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR RICHARD PORWANCHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6099210886 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 PROSPECT AVENUE | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085404079 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALTINA NOEL | ||||||||
| 396 RIVERSIDE DRIVE | PRINCETON | NJ | 08540 | TRUSTEE | 0 | 0 | 0 | 0 |
| DONNA PORWANCHER | ||||||||
| 445 PROSPECT AVENUE | PRINCETON | NJ | 08540 | TRUSTEE | 0 | 5000 | 0 | 0 |
| RICHARD PORWANCHER | ||||||||
| 445 PROSPECT AVENUE | PRINCETON | NJ | 08540 | TRUSTEE | 0 | 10000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1838159 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48154 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1886313 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1886313 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28295 | CashDeemedCharitable |
| Net Noncharitable Assets | 1858018 | NetNoncharitableAssets |
| Minimum Investment Return | 92901 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 92901 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2113 | TaxBasedOnInvestmentIncome |
| Total Tax | 2113 | TotalTax |
| Distributable Amount Before Adj | 90788 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 90788 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 90788 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 90466 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 90466 | QualifyingDistributions |
| Adj Qualifying Distributions | 90466 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 90788 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 72497 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 11336 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 20656 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10035 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 18412 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 132936 | TotalExcessDistriCarryover |
| Qualifying Distributions | 90466 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 90466 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 322 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 322 | ExcessDistriCyovAppliedCY |
| Total Corpus | 132614 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 72175 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 60439 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11336 | ExcessFromYear4 |
| Excess From Year3 | 20656 | ExcessFromYear3 |
| Excess From Year2 | 10035 | ExcessFromYear2 |
| Excess From Year1 | 18412 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | NONE | EXEMPT | TO SUPPORT THE ACS IN THEIR EFFORTS TO ELIMINATE CANCER THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. | $18,000 |
| HUMANE FARM ANIMAL CARE | |||||||
| PO BOX 727 | HERNDON | VA | 20172 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO ENSURE HUMANE TREATMENT OF FARM ANIMALS. | $2,700 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO ALLEVIATE SUFFERING INFLICTED ON ANIMALS. | $2,700 |
| BORN FREE USA UNITED WITH ANIMAL PROTECTION | |||||||
| 1122 S STREET | SACRAMENTO | CA | 95811 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO end the suffering of wild animals in captivity, protect wildlife, and encourage conservation globally. | $4,000 |
| DIANE FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 303151440 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S EFFORTS FOR the conservation and protection of gorillas and their habitats in Africa. | $1,000 |
| FARM SANCTUARY | |||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO RESCUE AND DEFEND FARM ANIMALS FROM INHUMANE TREATMENT. | $2,700 |
| HELPING ANIMALS INDIA | |||||||
| 19215 32nd Avenue | Seattle | WA | 98155 | NONE | EXEMPT | TO SUPPORT EFFICIENT AND EFFECTIVE ANIMAL PROTECTION ORGANIZATIONS IN INDIA. | $2,500 |
| PCRM FOUNDATION | |||||||
| 5100 WISCONSIN AVEUNE NW | WASHINGTON | DC | 20016 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO PROMOTE PREVENTATIVE MEDICINE, CONDUCT CLINICAL RESEARCH AND ENCOURAGE HIGHER STANDARDS FOR ETHICS AND EFFECTIVENESS IN RESEARCH. | $2,800 |
| SAVE | |||||||
| 900 HERRONTOWN ROAD | PRINCETON | NJ | 08540 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S NONPROFIT ANIMAL SHELTER AND ANIMAL WELFARE PROGRAMS. | $2,000 |
| UNITED WAY OF GREATER MERCER COUNTY | |||||||
| 3131 PRINCETON PIKE BUILDING 4 | LAWRENCEVILLE | NJ | 08648 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO BUILD HEALTY STRONG COMMUNITIES WHICH PROMOTE EDUCATION AND ENSURE STABILITY AND WELLNESS. | $10,000 |
| WORLD SOCIETY FOR THE PROTECTION OF ANIMALS | |||||||
| LINCOLN PLAZA 89 SOUTH STREET SUIT | BOSTON | MA | 02111 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO PROMOTE ANIMAL WELFARE AND END CRUELTY AND ABUSE. | $1,000 |
| INTERNATIONAL PRIMATE PROTECTION LEAGUE | |||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO RAISE FUNDS TO PROVIDE PROTECTION AND SANTUARY TO PRIMATES. | $1,000 |
| HOMEFRONT | |||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION OF ASSISTING HOMELESS CITIZENS IN NEW JERSEY. | $7,500 |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | |||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION OF PROTECTING THE WELFARE OF ANIMALS THROUGHOUT THE WORLD. | $1,000 |
| THE COLLEGE OF NEW JERSEY | |||||||
| 2000 PENNINGTON ROAD | EWING | NJ | 08618 | NONE | EXEMPT | THE SUPPORT THE EDUCATION OF NEW JERSEY COLLEGE STUDENTS. | $10,000 |
| TRENTON AREA SOUP KITCHEN | |||||||
| 72 ESCHER STREET | TRENTON | NJ | 08609 | NONE | EXEMPT | TO SUPPORT THE MISSION OF PROVIDING FOOD FOR THOSE IN NEED IN THE TRENTON, NJ AREA. | $17,500 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO CREATE A HUMANE AND SUSTAINABLE WORLD FOR ANIMALS. | $1,000 |
| HUMANE FARMING ASSOCIATION | |||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION'S MISSION TO PROTECT FARM ANIMALS FROM CRUELTY AND ABUSE. | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58,446 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $72,518 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $130,964 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 130964 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,650 | Amount |
| Net Investment Income | 2385 | NetInvestmentIncome |
| Disbursements Charitable Prps | 265 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 550426 | EOYBookValue |
| EOYFMV | 625194 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 407004 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 410926 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 502454 | BookValue |
| EOYFMV | 595139 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | Category |
| Amount | $1,012 | Amount |
| Net Investment Income | 911 | NetInvestmentIncome |
| Disbursements Charitable Prps | 101 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| TRUSTEE INSURANCE | 1261 |
| BANK FEES | 216 |
| POSTAGE | 267 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCREASES | Description |
| Amount | $447 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | Category |
| Amount | $21,211 | Amount |
| Net Investment Income | 21211 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $824 | 824 |
| FEDERAL EXCISE TAXES | $1,000 | |
| STATE TAXES | $25 |
Comments