RUTH & PETER METZ FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RUTH & PETER METZ FAMILY FOUNDATION INC (EIN 52-1591150)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-16
- IRS object ID
- 201232299349100703
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-16T10:13:19-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Angelo & OBrien PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 North Avenue East | AddressLine1 |
| City | Cranford | City |
| State | NJ | State |
| ZIP Code | 070162461 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521591150 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH & PETER METZ FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | co PETER METZ | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RUTH | NameControl |
| Phone | 9085220646 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 MARY ALLEN LANE | AddressLine1 |
| City | MOUNTAINSIDE | City |
| State | NJ | State |
| ZIP Code | 07092 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL M METZ | Name |
| Title | VP | Title |
| Date Signed | 2012-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Walter O'Brien | Name |
| Phone | 9082768300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2945130 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
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 | 994 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 994 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 76600 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 76600 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 62211 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4582417 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 62211 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 139805 | TotalRevenueAndExpenses |
| Total Net Investment Income | 139805 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4110 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4110 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 4066 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2033 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2033 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1500 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 49115 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 49115 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 58791 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 55258 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2033 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 527800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 527800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 586591 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 55258 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 529833 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -446786 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 84547 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 365050 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 184186 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 184186 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3428842 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2760944 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2760944 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3793892 | TotalAssetsBOY |
| Total Assets EOY | 2945130 | TotalAssetsEOY |
| Total Assets EOYFMV | 2945130 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3793892 | CapitalStockBOY |
| Capital Stock EOY | 2945130 | CapitalStockEOY |
| Total Net Assets BOY | 3793892 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2945130 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3793892 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2945130 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3793892 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -446786 | ExcessOfRevenueOverExpenses |
| Subtotal | 3347106 | Subtotal |
| Other Decreases | 401976 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2945130 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 62211 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 647395 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3716175 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.17421 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 384503 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3959509 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.09711 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 308639 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4740292 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06511 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 325954 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5022012 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06491 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 263548 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4366526 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06036 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.46169 | TotalDistributionRatio |
| Average Distribution Ratio | 0.09234 | AverageDistributionRatio |
| Net Noncharitable Assets | 3457329 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 319243 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 845 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 320088 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 529833 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 845 | InvestmentIncomeExciseTax |
| Subtotal | 845 | Subtotal |
| Tax Based On Investment Income | 845 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3669 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3669 | TotalCreditsAndPayments |
| Overpayment | 2824 | Overpayment |
| Amount Credited To Next Year | 2824 | AmountCreditedToNextYear |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | 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 |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER METZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9082774152 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 MARY ALLEN PLACE | AddressLine1 |
| City | MOUNTAINSIDE | City |
| State | NJ | State |
| ZIP Code | 07092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| THOMAS PHELAN | ||||||
| 1009 MARY ALLEN LANE | MOUNTAINSIDE | NJ | 07090 | Secretary | 0.00 | 0 |
| MICHAEL M METZ | ||||||
| RR2 | CHARLOTTE | VT | 05445 | VP | 0.00 | 0 |
| W PETER METZ III | ||||||
| 27 WESTWOOD DRIVE | WORCESTER | MA | 01609 | VP | 0.00 | 0 |
| W PETER METZ | ||||||
| 1009 MARY ALLEN LANE | MOUNTAINSIDE | NJ | 07092 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3214567 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 295412 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3509979 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3509979 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 52650 | CashDeemedCharitable |
| Net Noncharitable Assets | 3457329 | NetNoncharitableAssets |
| Minimum Investment Return | 172866 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 172866 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 845 | TaxBasedOnInvestmentIncome |
| Total Tax | 845 | TotalTax |
| Distributable Amount Before Adj | 172021 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 172021 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 172021 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 529833 | ExpensesAndContributions |
| Qualifying Distributions | 529833 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 845 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 528988 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 172021 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 84126 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 83945 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 74946 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 187062 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 468396 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 898475 | TotalExcessDistriCarryover |
| Qualifying Distributions | 529833 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 172021 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 357812 | RemainingDistriFromCorpus |
| Total Corpus | 1256287 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 84126 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1172161 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 83945 | ExcessFromYear4 |
| Excess From Year3 | 74946 | ExcessFromYear3 |
| Excess From Year2 | 187062 | ExcessFromYear2 |
| Excess From Year1 | 468396 | ExcessFromYear1 |
| Excess From Current Year | 357812 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Ruth Peter Metz Family Foundation | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 Mary Allen Lane | AddressLine1 |
| City | Mountainside | City |
| State | NJ | State |
| ZIP Code | 07092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Written specific request with proof of integrity. | FormAndInfoAndMaterials |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| RELAY FOR LIFEAMERICAN CANCER SOCIE | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| WOODWARD DEVELOPMENT CORP | |||||||
| 107 SOUTH MAIN STREET | MT VERNON | OH | 43050 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $500 |
| THE STERN CENTER | |||||||
| 135 ALLEN BROOK LANE | WILLISTON | VT | 05495 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | |||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| CHARLOTTE NEWS | |||||||
| 823 FERRY ROAD | CHARLOTTE | VT | 05445 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $250 |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DRIVE SUITE 100 | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| CRADLE TO GRAVE ARTS | |||||||
| PO BOX 8 | CHELSEA | VT | 05038 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| ROBERT HULL FLEMMING MUSEUM | |||||||
| 61 COLCHESTER AVENUE | BURLINGTON | VT | 05405 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 414 MASSASOIT ROAD | WORCESTER | MA | 01604 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| ISLAND ARTS | |||||||
| PO BOX 108 | NORTH HERO | VT | 05474 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $500 |
| VERMONT SYMPHONY ORCHESTRA | |||||||
| 2 CHURCH STREET SUITE 3B | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,500 |
| PLANNED PARENTHOOD OF NJ | |||||||
| PO BOX 928 | ELIZABETH | NJ | 07207 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| THIRTEEN WNET | |||||||
| 825 8TH AVENUE 14TH FLOOR | NEW YORK | NY | 10019 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $50,000 |
| WORCESTER JEWISH COMMUNITY CENTER | |||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| SNELLING CENTER FOR GOVERNMENT | |||||||
| 6221 SHELBURNE ROAD | SHELBURNE | VT | 05482 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| FLYNN CENTER FOR PERFORMING ARTS | |||||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| NJ INSTITUTE OF TECHNOLOGY | |||||||
| UNIVERSITY HEIGHTS | NEWARK | NJ | 07102 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $60,000 |
| NJ SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $90,000 |
| SOUTHFIELD COMMUNITY FOUNDATION | |||||||
| 25630 EVERGREEN ROAD | SOUTHFIELD | MI | 48075 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $250 |
| SHELBURNE MUSEUM | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| PRESERVATION TRUST OF VT | |||||||
| 104 CHURCH STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| YOUNG FRIENDS OF FOCOS | |||||||
| PO BOX 665 LENOX HILL STATION | NEW YORK | NY | 10021 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,500 |
| WORCESTER CHAMBER MUSIC SOCIETY | |||||||
| PO BOX 21001 | WORCESTER | MA | 01602 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $12,500 |
| PARENT PROF ADVOCACY LEAGUE | |||||||
| 51 UNION STREET SUITE 308 | WORCESTER | MA | 01608 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||
| 370 MAIN STREET SUITE 650 | WORCESTER | MA | 01608 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| UNITED WAY OF CENTRAL MAWOMENS INIT | |||||||
| 484 MAIN STREET | WORCESTER | MA | 01608 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| YWCA DAY BREAK PROGRAM | |||||||
| ONE SALEM SQUARE | WORCESTER | MA | 01608 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $18,000 |
| WORCESTER COUNTY FOODBANK | |||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| CASA PROJECT | |||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| COMMUNITY HEALTHLINK | |||||||
| 72 JAQUES AVENUE | WORCESTER | MA | 01610 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,000 |
| PLANNED PARENTHOOD OF VERMONT | |||||||
| 183 TALCOTT ROAD | WILLISTON | VT | 05495 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| MERCY CONNECTIONS | |||||||
| 346 SHELBURNE ROAD | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| SEABA | |||||||
| 180 FLYNN AVENUE | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,500 |
| CHAMPLAIN COLLEGE ARTEMERGENT MEDIA | |||||||
| 163 SOUTH WILLARD STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $105,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| ABBY'S HOUSE | |||||||
| 52 HIGH STREET | WORCESTER | MA | 01609 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| AMER ACADEMY CHILD ADOLES PSYCHIATR | |||||||
| 3615 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $7,000 |
| CHARLOTTE FOOD SHELF | |||||||
| 3319 MT PHILO ROAD | CHARLOTTE | VT | 05445 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,150 |
| COMMITTEE ON TEMPORARY SHELTER | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| UNITED WAY OF CHITTENDEN COUNTY | |||||||
| 412 FARRELL STREET | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $10,000 |
| CHILDREN'S SPECIALIZED HOSP | |||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $40,000 |
| OVERLOOK FOUNDATION | |||||||
| 36 UPPER OVERLOOK ROAD | SUMMIT | NJ | 07902 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $20,000 |
| BURLINGTON CITY ARTS FOUNDATION | |||||||
| 149 CHURCH STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $36,150 |
| CHARLOTTE LIBRARY | |||||||
| PO BOX 344 | CHARLOTTE | VT | 05445 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 527800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 994 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 76600 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 62211 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 139805 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 139805 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 & 7 | LineNumber |
| Relationship Statement | THESE INVESTMENT ACTIVITIES ARE THE PRIMARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS GOALS. | RelationshipStatement |
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 | Angelo & O'Brien, P.A. | Category |
| Amount | $4,110 | Amount |
| Net Investment Income | 4110 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Decline in Securities Value | Description |
| Amount | $401,976 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Miscellaneous | 85 | 85 |
| Investment Expenses | 49030 | 49030 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Nichols, Thomson, Peek & Phelan | Category |
| Amount | $4,066 | Amount |
| Net Investment Income | 2033 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2033 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | Category |
| Amount | $1,500 | Amount |
Comments