THE HAROLD B & DOROTHY A SNYDER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE HAROLD B & DOROTHY A SNYDER FOUNDATION (EIN 22-2316043)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-05-24
- IRS object ID
- 201221459349100107
- Schema version
- 2010v3.4
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc 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) |
|---|---|---|
| Timestamp | 2012-05-24T13:28:17-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-10-01 | 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 | 9177507117 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 671 | AddressLine1 |
| City | MOORESTOWN | City |
| State | NJ | State |
| ZIP Code | 080570671 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH A VALLONE III | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9177507117 | Phone |
| Date Signed | 2012-05-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA DOMINIANNI | Name |
| Phone | 9739949400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 8374127 | 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 | 111 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 111 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 186986 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 186986 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 194472 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 194472 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 194472 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 43500 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1394383 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43500 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 425069 | TotalRevenueAndExpenses |
| Total Net Investment Income | 425069 | 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 | 26762 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 5352 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 21410 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2700 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 10800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12100 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2420 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 9680 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12164 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2433 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 9731 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 81857 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 49234 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 32623 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 272383 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 62139 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 185044 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 282600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 910600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 554983 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 62139 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1095644 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -129914 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 362930 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 51652 | CashBOY |
| Cash EOY | 186859 | CashEOY |
| Cash EOYFMV | 186859 | CashEOYFMV |
| Prepaid Expenses BOY | 7277 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 7726 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 7726 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 6043991 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5282888 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5188863 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1522637 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1420972 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1794680 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2500 | InvestmentsOtherBOY |
| Investments Other EOY | 2500 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2500 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1450000 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 673400 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 776600 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 776600 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 776600 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 416899 | OtherAssetsEOY |
| Other Assets EOYFMV | 416899 | OtherAssetsEOYFMV |
| Total Assets BOY | 8404657 | TotalAssetsBOY |
| Total Assets EOY | 8094444 | TotalAssetsEOY |
| Total Assets EOYFMV | 8374127 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 49650 | AccountsPayableBOY |
| Accounts Payable EOY | 42232 | AccountsPayableEOY |
| Grants Payable BOY | 878000 | GrantsPayableBOY |
| Grants Payable EOY | 250000 | GrantsPayableEOY |
| Deferred Revenue EOY | 13734 | DeferredRevenueEOY |
| Other Liabilities BOY | 99005 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 99004 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1026655 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 404970 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6894625 | CapitalStockBOY |
| Capital Stock EOY | 6894625 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 483377 | RetainedEarningsBOY |
| Retained Earnings EOY | 794849 | RetainedEarningsEOY |
| Total Net Assets BOY | 7378002 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7689474 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8404657 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8094444 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7378002 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -129914 | ExcessOfRevenueOverExpenses |
| Other Increases | 441386 | OtherIncreases |
| Subtotal | 7689474 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7689474 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| VANGUARD | P | 2011-07-01 | 593714 | 512910 | 80804 | 80804 |
| EDWARD JONES | P | 2011-07-01 | 778880 | 837973 | -59093 | -59093 |
| CAPITAL GAINS DIVIDENDS | P | 21789 | 21789 | 21789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43500 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 770425 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9408948 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.081882 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5126991 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8479271 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.604650 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 761958 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7265700 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.104871 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4900830 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10168446 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.481965 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1227161 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10731545 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.114351 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.387719 | TotalDistributionRatio |
| Average Distribution Ratio | 0.277544 | AverageDistributionRatio |
| Net Noncharitable Assets | 9454400 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2624012 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3629 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2627641 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1095644 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7259 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7259 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7259 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9864 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2300 | TaxPaidWithExtension |
| Total Credits And Payments | 12164 | TotalCreditsAndPayments |
| Penalty For Underpayment | 33 | PenaltyForUnderpayment |
| Overpayment | 4872 | Overpayment |
| Amount Credited To Next Year | 4872 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 | 9177507117 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 671 | AddressLine1 |
| City | MOORESTOWN | City |
| State | NJ | State |
| ZIP Code | 080570671 | 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 | ||||||||
| PO BOX 671 | MOORESTOWN | NJ | 08057 | CHAIRPERSON | 2.00 | 1200 | 0 | 0 |
| J VERNON WHITTENBURG | ||||||||
| PO BOX 671 | MOORESTOWN | NJ | 08057 | SECRETARY | 3.00 | 2400 | 0 | 0 |
| PHYLLIS J SNYDER | ||||||||
| PO BOX 671 | MOORESTOWN | NJ | 08057 | TREASURER | 2.00 | 2000 | 0 | 0 |
| MELVIN COOK | ||||||||
| PO BOX 671 | MOORESTOWN | NJ | 08057 | TRUSTEE | 1.00 | 1200 | 0 | 0 |
| ARLINE S CORTESE | ||||||||
| PO BOX 671 | MOORESTOWN | NJ | 08057 | TRUSTEE | 1.00 | 1200 | 0 | 0 |
| SHANNON CORTESE | ||||||||
| PO BOX 671 | MOORESTOWN | NJ | 08057 | TRUSTEE | 1.00 | 1200 | 0 | 0 |
| JOSEPH A VALLONE III | ||||||||
| PO BOX 671 | MOORESTOWN | NJ | 08057 | 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 | 7913402 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 234974 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1450000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9598376 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9598376 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 143976 | CashDeemedCharitable |
| Net Noncharitable Assets | 9454400 | NetNoncharitableAssets |
| Minimum Investment Return | 472720 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 472720 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7259 | TaxBasedOnInvestmentIncome |
| Total Tax | 7259 | TotalTax |
| Distributable Amount Before Adj | 465461 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 465461 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 465461 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1095644 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1095644 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1095644 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 465461 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 4713548 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 306906 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5020454 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1095644 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 465461 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 630183 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5650637 | 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 | 5650637 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 4713548 | ExcessFromYear2 |
| Excess From Year1 | 306906 | ExcessFromYear1 |
| Excess From Current Year | 630183 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 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 | $8,000 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY-SEC. | COLLEGE SCHOLARSHIPS | $24,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 20 MERCER STREET | HACKENSACK | NJ | 07601 | NONE | PUBLIC CHARITY-SEC. | MEMORIAL DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32600 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD FIRST HISTORICAL TRUST | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 BROAD STREET | AddressLine1 |
| City | ELIZABETH | City |
| State | NJ | State |
| ZIP Code | 07201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY-SEC. | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | HISTORICAL PRESERVATION OF CHURCH PROPERTY | PurposeOfGrantOrContribution |
| Amount | $250,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 250000 | 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 | $111 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $186,986 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $194,472 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,500 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $425,069 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 425069 | 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 | $13,500 | Amount |
| Net Investment Income | 2700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10800 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | EXPLANATION CONCERNING PART VII-A, LINE 8B, FORM 90-PF: NEW JERSEY HAS NO REGISTRATION REQUIREMENT FOR AN OPGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT FISCAL YEAR. | Statement |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD BROKERAGE SERVICE | 1014933 | 1370688 |
| EDWARD JONES FUNDS | 406039 | 423992 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD BROKERAGE SERVICE | 2701397 | 2638076 |
| EDWARD JONES FUNDS | 2581491 | 2550787 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN AMWELL VALLEY CO. | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2500 | BookValue |
| EOYFMV | 2500 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LAND | 776600 | 0 | 776600 | 0 |
| BUILDING | 673400 | 673400 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $26,762 | Amount |
| Net Investment Income | 5352 | NetInvestmentIncome |
| Disbursements Charitable Prps | 21410 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DEFFERED RENT | 400684 | 400684 |
| CONSTRUCTION IN PROGRESS | 16215 | 16215 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 41078 | 41078 | 0 |
| OFFICE | 12814 | 2563 | 10251 |
| MISCELLANEOUS | 23725 | 4745 | 18980 |
| SECRETARIAL SERVICES | 3578 | 716 | 2862 |
| WORKERS COMPENSATION | 662 | 132 | 530 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR PERIOD ADJUSTMENT - DEFERRED RENT | $371,018 |
| GAIN ON DONATION OF SECURITIES AT FMV | $70,368 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| BOY Book Value | 99005 | 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 | $90 | 18 | 72 |
| FINANCIAL CONSULTANTS | $10,815 | 2163 | 8652 |
| MISCELLANEOUS | $1,195 | 239 | 956 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $12,164 | Amount |
| Net Investment Income | 2433 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9731 | DisbursementsCharitablePrps |
Comments