THE HAROLD B & DOROTHY A SNYDER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HAROLD B & DOROTHY A SNYDER FOUNDATION (EIN 22-2316043)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-02
- IRS object ID
- 202620339349100107
- Schema version
- 2024v5.5
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-02T09:46:53-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222316043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD B & DOROTHY A SNYDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNYD | BusinessNameControlTxt |
| Phone | 4106527563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 304 | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA WOLVERTON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7328870001 | PhoneNum |
| Signature | 2026-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MILLER | PreparerPersonNm |
| PTIN | P01597612 | PTIN |
| Phone | 9739949400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,627,428 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $304,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,450 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $194,472 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $194,472 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $194,472 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $663,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,077,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $663,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,162,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,162,744 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $209,365 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $167,492 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,051 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,841 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,782 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,156 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,295 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,242 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,848 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,281 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,805 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $971 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,359 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,359 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $23,135 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,314 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,508 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,982 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $249,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,506 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,506 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $848,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $682,769 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $314,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,088,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,860 | CashBOYAmt |
| Cash EOY | $46,650 | CashEOYAmt |
| Cash EOYFMV | $46,650 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $352,915 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $352,915 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $13,590 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,638 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,638 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,821,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,402,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,402,811 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,235,610 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,428,566 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,428,566 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,514,860 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $705,830 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $811,388 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $809,030 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,000,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,500 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $426,198 | OtherAssetsBOYAmt |
| Other Assets EOY | $390,348 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $390,348 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,459,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,436,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,627,428 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,354 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,632 | AccountsPayableEOYAmt |
| Grants Payable BOY | $225,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $225,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $99,004 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $104,370 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $348,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $357,002 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,110,648 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,079,456 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,110,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,079,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,459,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,436,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,110,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $314,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $654,069 | OtherIncreasesAmt |
| Subtotal | $15,079,456 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,079,456 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $804,717 | $413,668 | $391,049 | $391,049 |
| CAPITAL GAINS DIVIDENDS | P | $272,773 | $272,773 | $272,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $663,822 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,938 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,938 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $177 | EsPenaltyAmt |
| Tax Due | $5,366 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THESNYDERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MALESARDI QUACKENBUSH SWIFT CO | IndividualWithBooksNm |
| Phone | 2015674100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N DEAN STREET SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAY CORTESE | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | CHAIRPERSON | 1.00 | $3,000 | $0 | $0 |
| JOHN NOLAN | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | BOARD VICE CHAIR | 1.00 | $3,500 | $0 | $0 |
| LAURA STAMMEL | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | TREASURER | 2.00 | $4,000 | $0 | $0 |
| J VERNON WHITTENBURG | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | SECRETARY | 1.00 | $3,000 | $0 | $0 |
| CAREY C MILLER | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | TRUSTEE | 1.00 | $500 | $0 | $0 |
| ETHEL WASHINGTON | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | TRUSTEE | 1.00 | $3,500 | $0 | $0 |
| JESSICA WOLVERTON | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | EXECUTIVE DIRECTOR | 40.00 | $59,714 | $1,761 | $0 |
| SHANNON CORTESE | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | TRUSTEE | 2.00 | $3,500 | $0 | $0 |
| TUCKER CORTESE | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| PAUL CORTESE | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | OUTGOING EXECUTIVE DIRECTOR | 40.00 | $127,151 | $3,815 | $0 |
| RICHARD CORTESE | ||||||||
| PO BOX 304 | WESTMINSTER | MD | 21158 | TRUSTEE (DECEASED 2025) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,749,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,904,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,904,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,650,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $832,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $832,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,127 | TotalTaxAmt |
| Distributable Before Adj | $817,403 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $817,403 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $817,403 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $682,769 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $682,769 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $817,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,123 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,631 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $182,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $682,769 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $682,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $134,634 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $134,634 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,120 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,120 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARING CONTACT | |||||||
| 201 E GROVE ST | WESTFIELD | NJ | 07090 | NONE | PC | ADDITIONAL LAPTOPS FOR REMOTE LISTENERS. | $17,750 |
| CENTER FOR HOPE HOSPICE & PALLIATIVE CARE | |||||||
| 1900 RARITAN ROAD | SCOTCH PLAINS | NJ | 07076 | NONE | PC | 2ND INSTALLMENT, 3RD AND FINAL INSTALLMENT OF $100,000 GRANT FOR ADDITIONAL APN SUPPORT. | $75,000 |
| CHILDRENS SPECIALIZED HOSPITAL FOUNDATION INC | |||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | NONE | PC | 1ST INSTALLMENT OF PLEDGE OF $100,000 TOWARDS SUPPORT OF THE DEVELOPMENTAL BEHAVIORAL PEDIATRIC APN FELLOWSHIP PROGRAM. | $50,000 |
| COVENANT HOUSE | |||||||
| 5 PENN PLAZA 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | 2ND FL PORCH REPAIR AND BOTTLE FILLING STATION AT RAPHAELS LIFE HOUSE IN ELIZABETH, NJ. | $40,550 |
| ELIZABETHPORT PRESBYTERIAN CENTER | |||||||
| 184 1ST ST | ELIZABETH | NJ | 07206 | NONE | PC | REPLACEMENT OF EXISTING PHONE SYSTEM AT ELIZABETHPORT CENTER. | $10,500 |
| IMAGINE CENTER FOR COPING WITH A LOSS | |||||||
| 244 SHEFFIELD STREET | MOUNTAINSIDE | NJ | 07092 | NONE | PC | 1ST INSTALLMENT TOWARDS THE ORGANIZATION'S PROGRAMS. | $5,000 |
| JOHN F KENNEDY MEDICAL CENTER FOUNDATION | |||||||
| 80 JAMES STREET | EDISON | NJ | 08820 | NONE | PC | 1ST INSTALLMENT OF $475,000 PLEDGE FOR THE SNYDER SCHOOL OF NURSING, PLAINFIELD, NJ. | $50,000 |
| KEAN UNIVERSITY FOUNDATION | |||||||
| 1000 MORRIS AVENUE | UNION | NJ | 07083 | NONE | PC | SCHOLARSHIPS - FALL AND SPRING SEMESTERS. | $8,206 |
| MOMS HELPING MOMS FOUNDATION INC | |||||||
| 223 STIRLING RD SUITE E | WARREN | NJ | 07059 | NONE | PC | GRANT TO PROVIDE CHILD CAR SEATS FOR THE SAFE START SAFE RIDE PROGRAM. | $15,000 |
| NEW JERSEY INSTITUTE OF TECHNOLOGY FOUNDATION | |||||||
| 141 SUMMIT STREET | NEWARK | NJ | 07102 | NONE | PC | SCHOLARSHIPS - FALL AND SPRING SEMESTERS. | $37,500 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PC | SCHOLARSHIPS - FALL AND SPRING SEMESTERS. | $50,000 |
| ST ELIZABETH UNIVERSITY | |||||||
| 2 CONVENT ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | SCHOLARSHIPS - FALL AND SPRING SEMESTERS. | $45,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GIFT IN MEMORY OF A BOARD MEMBER WHO PASSED AWAY IN 2025. | $5,000 |
| YOUNGLIFE | |||||||
| 420 N CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | PC | SUMMER CAMP FOR TEEN MOMS FROM 5 AREAS IN NJ, INCLUDING PLAINFIELD YOUNGLIVES PROGRAM. | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,506 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,450 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $194,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $663,822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,162,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,162,744 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $24,242 | Amt |
| Net Investment Income | $4,848 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,281 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 1979-01-01 | $776,600 | L | $0 | $0 | ||
| BUILDING | 1979-01-01 | $673,400 | SL | $0 | $0 | $673,400 | 27.500000000000 |
| BUILDING IMPROVEMENT | 2012-01-01 | $64,860 | SL | $2,359 | $2,359 | $30,071 | 27.500000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 78,610.629 SHS - CORE BOND FUND ADMIRAL (VCOBX) | $1,432,286 | $1,432,286 |
| 51,740.997 SHS - INTER-TERM INVEST-GR ADM (VFIDX) | $462,047 | $462,047 |
| 45,265.618 SHS - LONG-TERM INVEST-GR ADM (VWETX) | $352,619 | $352,619 |
| 59,371.337 SHS - SHORT-TERM INVEST-GR ADM (VFSUX) | $624,586 | $624,586 |
| 28,232.519 SHS - TOT INTL BOND IX ADMIRAL (VTABX) | $557,028 | $557,028 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,633.405 SHS - EQUITY INCOME FUND ADM (VEIRX) | $747,997 | $747,997 |
| 3,093.464 SHS - EXPLORER FUND ADMIRAL (VEXRX) | $347,953 | $347,953 |
| 5,788.210 SHS - INTERNATIONAL GROWTH ADM (VWILX) | $713,107 | $713,107 |
| 15,268.511 SHS - INTERNATIONAL VALUE FUND (VTRIX) | $710,902 | $710,902 |
| 47,549.520 SHS - PRIMECAP CORE FUND (VPCCX) | $1,886,765 | $1,886,765 |
| 36,747.296 SHS - TOT INTL STOCK IX ADMIRAL (VTIAX) | $1,451,151 | $1,451,151 |
| 23,547.277 SHS - TOTAL STOCK MKT LDX ADM (VTSAX) | $3,761,913 | $3,761,913 |
| 3,646.037 SHS - U.S. GROWTH FUND ADMIRAL (VWUAX) | $783,023 | $783,023 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $776,600 | $0 | $776,600 |
| BUILDING | $673,400 | $673,400 | $0 |
| BUILDING IMPROVEMENT | $64,860 | $32,430 | $32,430 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN AMWELL VALLEY CO | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,500 | BookValueAmt |
| EOYFMV | $2,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $40,782 | LegalFeesAmt |
| Net Investment Income | $8,156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,295 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| BOY Book Value | $426,198 | BOYBookValueAmt |
| EOY Book Value | $390,348 | EOYBookValueAmt |
| EOYFMV | $390,348 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,870 | $687 | $5,496 |
| OFFICE | $15,474 | $2,295 | $12,379 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $654,069 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $99,004 | $99,004 |
| TAX LIABILITY | $0 | $5,366 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT SERVICES | $2,289 | $0 | $971 |
| FINANCIAL CONSULTANTS | $23,006 | $23,006 | $0 |
| INVESTMENT FEES | $30,799 | $30,799 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $15,127 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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