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KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 (EIN 27-6409783)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-03
- IRS object ID
- 202600639349100410
- Schema version
- 2025v4.0
- 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
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T05:17:28-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204072008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald J Cammus EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 East Sixth Street | AddressLine1Txt |
| City | Florence | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276409783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Roy Plummer | InCareOfNm |
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 6094992074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 Ridgway Drive | AddressLine1Txt |
| City | Bordentown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roy Plummer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6094992074 | PhoneNum |
| Signature | 2026-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donald J Cammus | PreparerPersonNm |
| PTIN | P00397499 | PTIN |
| Phone | 6099541787 | PhoneNum |
| Preparation | 2026-03-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,862,525 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,952 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,656 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $600 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $44,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,437 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,438 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $600 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $600 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,796,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,862,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,862,525 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,796,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,862,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,862,525 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $1,796,867 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,862,525 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,796,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,796,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,862,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,796,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114,977 | OtherIncreasesAmt |
| Subtotal | $1,862,525 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RBC Capital | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-03-09 | AcquiredDt |
| Sold | 2025-04-28 | SoldDt |
| Gross Sales Price | $34,596 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,644 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,952 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,952 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,952 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $580 | SubtotalAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,229 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,229 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,229 | OriginalReturnTaxPaidAmt |
| Overpayment | $649 | OverpaymentAmt |
| Applied To ES Tax | $649 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | Yes (true) | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Roy Plummer | IndividualWithBooksNm |
| Phone | 6094992074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 Ridgway Drive | AddressLine1Txt |
| City | Bordentown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY4 | 2024 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr4 | 2024 | UndistrIncmSect4942a2AppYr4Yr |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roy Plummer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 Ridgway Drive | AddressLine1Txt |
| City | Bordentown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 010.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | In accordance with its seminal purpose the foundation will award Clark University, a qualified US 501(c)(3) education organization, funds to support a scholarship candidate for one year's qualified education expenses. | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Description2 | Sponsorship of scholarships awarded and distributed by the Armed Forces Heritage House Inc, a 501(c)(3) org | Description2Txt |
| Expenses2 | $2,000 | Expenses2Amt |
| Description3 | Sponsorship of scholarships awarded and distributed by the Military Officers Assocition, a 501(c)(3) org its Scholarship Fund | Description3Txt |
| Expenses3 | $1,500 | Expenses3Amt |
| Description4 | Sponsorship of scholarships awarded and distributed by the Roebling Historical Society, a 501(c)(3) org | Description4Txt |
| Expenses4 | $2,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The foundation retains and reinvests its annual net investment income and undistributed amounts for the sole pupose of making scholarship distributions | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,830,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,830,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,830,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,802,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $580 | TotalTaxAmt |
| Distributable Before Adj | $89,548 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,548 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,438 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,438 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,291 | UndistributedIncomePYAmt |
| Qualifying Distributions | $90,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,291 | AppliedToYear1Amt |
| Applied To Current Year | $1,147 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $88,401 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mary Richardson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 Main Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7744378511 | RecipientPhoneNum |
| Form And Info And Materials | Clark University Planned Giving Scholarship Application | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | On or by May 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Scholarship recipient will be enrolled in Clark University | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Clark University | |||||||
| 450 Main Street | Worcester | MA | 01610 | Recipient | PC | Scholarship Distributions | $50,000 |
| Military Officers of America NJ Lak | |||||||
| PO Box 606 | Wrightstown | NJ | 085620606 | Recipient | PC | Scholarship Distributions | $1,500 |
| Arrmed Forces Heritage House Inc | |||||||
| PO Box 1337 | Burlington | NJ | 08016 | Recipeint | PC | Scholarship Distributions | $2,000 |
| Roebling Historical Society | |||||||
| PO Box 162 | Roebling | NJ | 08554 | Recipient | PC | Scholarship Distributions | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,952 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,656 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,656 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Dividends interest provide sustainabilty to the Foundations scholarship purpose |
| 8 | Gains on investment assets provide sustainabilty to the Foundations scholarship purpose |
| 11 | Reinvestment of net revenue in excess of expenditures provide sustainability to the Foundations scholarship purpose |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Donald J Cammus EA | CategoryTxt |
| Amt | $600 | Amt |
| Adjusted Net Income | $600 | AdjustedNetIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roy Plummer | PersonNm |
| Short Explanation | Trustee Fees and allowance for promotional activities related to scholarship availability | ShortExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The NJ Charitable Registration Act was amended to permit tax exempt organizations receiving less than 10,000 in annual gross contributions to choose whether or not they wish to maintain registration with the NJ Charitable Registration Section but, it does not require them to do so - re NJSA 4517A-18 as carried out under NJAC 1348-3.4h. Accordingly, this organization elects not to file a registration or renewal application with NJ by reason that it does not solicit contributions or earn 10,000 or more in annual gross contributions. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 1 shares of RBC Capital Markets | StockNm |
| EOY Book Value | $1,862,525 | EOYBookValueAmt |
| EOYFMV | $1,862,525 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mark to Market Value Unrealized Gains | Desc |
| Amt | $114,977 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RBC Capital Management Fees | CategoryTxt |
| Amt | $44,875 | Amt |
| Net Investment Income | $22,437 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,438 | DisbursementsCharitablePrpsAmt |