BOYLE FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BOYLE FAMILY FOUNDATION INC (EIN 22-3690809)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2011-11-08
- IRS object ID
- 201103129349100020
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T13:52:57-06:00 | 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 | LEONARD C GREEN & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ROUTE 9 | AddressLine1 |
| City | WOODBRIDGE | City |
| State | NJ | State |
| ZIP Code | 07095 | 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 | 223690809 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOYLE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOYL | NameControl |
| Phone | 6094482570 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1252 WINDSOR ROAD | AddressLine1 |
| City | WEST WINDSOR | City |
| State | NJ | State |
| ZIP Code | 08550 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK BOYLE | Name |
| Title | PRESIDENT | Title |
| Phone | 6094482570 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONARD C GREEN | Name |
| Phone | 7326345100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 537287 | 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 |
| Dividends Rev And Expnss | 13361 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13361 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12727 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 152155 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12727 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 26088 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26088 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1134 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1068 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4084 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1068 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 54350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 54350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 58434 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1068 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32346 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 25020 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3185 | CashBOY |
| Cash EOY | 10716 | CashEOY |
| Cash EOYFMV | 10716 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9477 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23327 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23327 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 53167 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 30005 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 35379 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 359164 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 293327 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 342080 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 89713 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 89713 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 93479 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 35272 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 32306 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 514706 | TotalAssetsBOY |
| Total Assets EOY | 482360 | TotalAssetsEOY |
| Total Assets EOYFMV | 537287 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1056275 | CapitalStockBOY |
| Capital Stock EOY | 1056275 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -541569 | RetainedEarningsBOY |
| Retained Earnings EOY | -573915 | RetainedEarningsEOY |
| Total Net Assets BOY | 514706 | TotalNetAssetsBOY |
| Total Net Assets EOY | 482360 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 514706 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 482360 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 514706 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32346 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 482360 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 482360 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| APPLE COMPUTER - 20 SHS | P | 2006-05-25 | 2010-10-04 | 5614 | 1287 | 4327 | 4327 |
| CHEVRON - 50 SHS | P | 2001-03-23 | 2010-10-04 | 4064 | 2168 | 1896 | 1896 |
| CONOCOPHILLIPS - 25 SHS | P | 2003-01-29 | 2010-10-04 | 1433 | 594 | 839 | 839 |
| EXXON MOBIL - 25 SHS | P | 2010-10-04 | 1556 | 968 | 588 | 588 | |
| HONEYWELL INTL - 25 SHS | P | 2005-07-15 | 2010-10-04 | 1093 | 919 | 174 | 174 |
| IBM - 25 SHS | P | 2001-03-23 | 2010-10-04 | 3373 | 2342 | 1031 | 1031 |
| WATERS CORP - 50 SHS | P | 2008-08-15 | 2010-10-04 | 3518 | 3506 | 12 | 12 |
| MCDERMOTT INTL - 400 SHS | P | 2011-01-07 | 7944 | 4829 | 3115 | 3115 | |
| ARTIO INTL EQ FD II - 1665.896 SHS | P | 2011-03-16 | 19608 | 18000 | 1608 | 1608 | |
| HJ HEINZ - 200 SHS | P | 2011-03-22 | 9675 | 8527 | 1148 | 1148 | |
| HONEYWELL INTL - 50 SHS | P | 2011-05-09 | 3066 | 1838 | 1228 | 1228 | |
| US TREASURY BONDS - 21000 | P | 2011-05-09 | 24446 | 23162 | 1284 | 1284 | |
| HEWLETT PACKARD - 300 SHS | P | 2011-07-29 | 10634 | 4559 | 6075 | 6075 | |
| NII HOLDINGS - 250 SHS | P | 2011-07-29 | 10652 | 15242 | -4590 | -4590 | |
| BUFFALO SM CAP - 392.507 SHS | P | 2011-08-02 | 9879 | 10747 | -868 | -868 | |
| MANAGERS TIMES SQ - 498.874 SHS | P | 2011-08-04 | 6545 | 6607 | -62 | -62 | |
| THIRD AVE VALUE FD - 126.045 SHS | P | 2011-08-04 | 6157 | 7869 | -1712 | -1712 | |
| ILLINOIS TOOL WORKS - 150 SHS | P | 2001-08-12 | 6750 | 8109 | -1359 | -1359 | |
| THORNBURG INTL VALUE FD - 185.897 SHS | P | 2011-08-23 | 4779 | 4889 | -110 | -110 | |
| OAKMARK INTL FD - 349.774 SHS | P | 2011-09-09 | 5572 | 6723 | -1151 | -1151 | |
| OAKMARK INTL FD - 340.414 SHS | P | 2011-09-16 | 5573 | 6543 | -970 | -970 | |
| CAPITAL GAINS DIVIDENDS | P | 224 | 224 | 224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12727 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 53360 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 579582 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.092066 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 34400 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 543087 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063342 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 85419 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 767085 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.111355 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 103554 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 861424 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.120213 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 90508 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 844260 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.107204 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.494180 | TotalDistributionRatio |
| Average Distribution Ratio | 0.098836 | AverageDistributionRatio |
| Net Noncharitable Assets | 597573 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 59062 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 250 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 59312 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 54350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 500 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 500 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 500 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 41 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 41 | TotalCreditsAndPayments |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 465 | TaxDue |
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 | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | PATRICK BOYLE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6094482570 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1252 WINDSOR ROAD | AddressLine1 |
| City | WEST WINDSOR | City |
| State | NJ | State |
| ZIP Code | 08550 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PATRICK BOYLE | ||||||||
| 1252 WINDSOR ROAD | WEST WINDSOR | NJ | 08550 | PRES/TREAS | 2.00 | 0 | 0 | 0 |
| ELIZABETH BOYLE | ||||||||
| 1252 WINDSOR ROAD | WEST WINDSOR | NJ | 08550 | VICE PRES/SECY | 0.00 | 0 | 0 | 0 |
| THOMAS BOYLE | ||||||||
| 1252 WINDSOR ROAD | WEST WINDSOR | NJ | 08550 | VICE PRESIDENT | 0.00 | 0 | 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 | 580915 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25758 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 606673 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 606673 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9100 | CashDeemedCharitable |
| Net Noncharitable Assets | 597573 | NetNoncharitableAssets |
| Minimum Investment Return | 29879 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29879 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 500 | TaxBasedOnInvestmentIncome |
| Total Tax | 500 | TotalTax |
| Distributable Amount Before Adj | 29379 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29379 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29379 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54350 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 54350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 54350 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29379 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 49319 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 61535 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 47437 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7517 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 24725 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 190533 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54350 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29379 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 24971 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 215504 | 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 | 49319 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 166185 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 61535 | ExcessFromYear4 |
| Excess From Year3 | 47437 | ExcessFromYear3 |
| Excess From Year2 | 7517 | ExcessFromYear2 |
| Excess From Year1 | 24725 | ExcessFromYear1 |
| Excess From Current Year | 24971 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAYONNE FIRE DEPT RIECKER MEMORIAL | |||||||
| PO BOX 5111 | BAYONNE | NJ | 07002 | NONE | EXEMPT | UNRESTRICTED | $1,100 |
| BIG BROTHERS BIG SISTERS OF MERCER COUNTY | |||||||
| 535 EAST FRANKLIN ST | TRENTON | NJ | 08610 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| CRANBURY & PLAINSBORO LITTLE LEAGUE | |||||||
| PO BOX 664 | PLAINSBORO | NJ | 08536 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| ENABLE INC | |||||||
| 13B ROSZEL RD | PRINCETON | NJ | 08540 | NONE | EXEMPT | UNRESTRICTED | $4,050 |
| GROVER SCHOOL PTA | |||||||
| NEW VILLAGE RD | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $1,500 |
| HOMEFRONT | |||||||
| 2265 BRUNSWICK PIKE | LAWRENCEVILLE | NJ | 08648 | NONE | EXEMPT | UNRESTRICTED | $1,500 |
| JEREMY'S HEROES | |||||||
| 900 RTE 9 | WOODBRIDGE | NJ | 07095 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| JEWISH FAMILY SERVICES | |||||||
| 707 ALEXANDER RD STE 102 | PRINCETON | NJ | 08540 | NONE | EXEMPT | UNRESTRICTED | $500 |
| LIGHTNING LACROSSE | |||||||
| PO BOX 557 | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | EXEMPT | UNRESTRICTED | $500 |
| MARCH OF DIMES | |||||||
| 2400 MAIN ST | SAYREVILLE | NJ | 08872 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| MARIST BROTHERS | |||||||
| PO BOX 413 | WORTH | IL | 60482 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| MARIST HIGH SCHOOL | |||||||
| KENNEDY BLVD | BAYONNE | NJ | 07002 | NONE | EXEMPT | UNRESTRICTED | $7,000 |
| MERCER STREET FRIENDS | |||||||
| 151 MERCER ST | TRENTON | NJ | 08661 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| PATH TO PEACE FOUNDATION | |||||||
| 25 EAST 39TH ST | NEW YORK | NY | 10016 | NONE | EXEMPT | UNRESTRICTED | $500 |
| PRINCETON HEALTHCARE SYSTEM FOUNDATION | |||||||
| 3626 US ROUTE 1 | PRINCETON | NJ | 08540 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| SIMPSON BABER FOUNDATION FOR THE AUTISTIC | |||||||
| PO BOX 182 | BAYONNE | NJ | 07002 | NONE | EXEMPT | UNRESTRICTED | $500 |
| SPRING LAKE COMMUNITY HOUSE CHRISTMAS FUND | |||||||
| THIRD MADISON AVE | SPRING LAKE | NJ | 07762 | NONE | EXEMPT | UNRESTRICTED | $1,100 |
| SPRING LAKE GOODWILL FIRE CO 2 | |||||||
| 311 WASHINGTON AVE | SPRING LAKE | NJ | 07762 | NONE | EXEMPT | UNRESTRICTED | $500 |
| ST DAVID THE KING | |||||||
| 1 NEW VILLAGE RD | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $1,500 |
| TRENTON AREA SOUP KITCHEN | |||||||
| 72 1/2 ESCHER ST | TRENTON | NJ | 08650 | NONE | EXEMPT | UNRESTRICTED | $500 |
| TRINITY COLLEGE | |||||||
| TRINITY COLLEGE ALUMNI | HARTFORD | CT | 06106 | NONE | EXEMPT | UNRESTRICTED | $5,000 |
| TWIN W FIRST AID SQUAD | |||||||
| PO BOX 385 | PRINCETON JUNCTION | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| W WINDSOR LITTLE LEAGUE | |||||||
| NORTH POST RD | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $600 |
| W WINDSOR PLAINSBORO BABE RUTH | |||||||
| PO BOX 605 | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $2,650 |
| W WINDSOR PLAINSBORO EDUCATION FOUNDATION | |||||||
| PO BOX 280 | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| W WINDSOR PLAINSBORO HS SOUTH | |||||||
| PRINCETON HIGHTSTOWN RD | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| W WINDSOR PRINCETON JUNCTION VOLUNTEER FIRE CO | |||||||
| 245 CLARKSVILLE RD | PRINCETON JUNCTION | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $500 |
| W WINDSOR TWP PBA LOCAL 271 | |||||||
| CLARSVILLE NORTH POST | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $500 |
| W WINDSOR VOL FIRE CO | |||||||
| 153 SOUTH MILL RD | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| WEST WINDSOR ARTS COUNCIL | |||||||
| PO BOX 952 | PRINCETON JUNCTION | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $700 |
| WINDHAM CHAPTER OF THE CATSKILL MOUNTAIN FOUNDATION | |||||||
| PO BOX 600 | WINDHAM | NY | 12496 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| WWP WILDCATS FOOTBALL CLUB | |||||||
| PO BOX 102 | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| WWPHSS BOOSTERS | |||||||
| 15 FAIRWAY DR | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $6,150 |
| WWPHSS HOME RUN CLUB | |||||||
| PRINCETON HIGHTSTOWN RD | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| WWPHSS SOCCER | |||||||
| PRINCETON HIGHTSTOWN RD | W WINDSOR | NJ | 08550 | NONE | EXEMPT | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 54350 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,361 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,727 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $26,088 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26088 | 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 | GREEN GROUP | Category |
| Amount | $2,950 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 89713 | EOYBookValue |
| EOYFMV | 93479 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 293327 | EOYBookValue |
| EOYFMV | 342080 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 30005 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 35379 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 35272 | BookValue |
| EOYFMV | 32306 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 1068 | 1068 | 0 |
| BANK CHARGES | 36 | 0 | 0 |
| NJ FILING FEE | 30 | 0 | 0 |
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