OVERLEIGH FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OVERLEIGH FOUNDATION INC (EIN 20-1974962)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-01
- IRS object ID
- 201111529349100001
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-01T10:53:46-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID G MILLER & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 MAIN STREET SUITE A | AddressLine1 |
| City | CHATHAM | City |
| State | NJ | State |
| ZIP Code | 07928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201974962 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERLEIGH FOUNDATION INC CO MARIA SAPOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OVER | NameControl |
| Phone | 9732902328 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1975 | AddressLine1 |
| City | MORRISTOWN | City |
| State | NJ | State |
| ZIP Code | 07962 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY R WALSH | Name |
| Title | PRESIDENT | Title |
| Phone | 9732902328 | Phone |
| Date Signed | 2011-06-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN ELISE PEIFER | Name |
| Phone | 9735079783 | Phone |
| Date Prepared | 2011-05-19 | DatePrepared |
| 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 | 262741 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 25000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 4372 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4372 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1529 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9982 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1529 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 30901 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5901 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 2500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 55 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 55 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6205 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3055 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 42205 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 39055 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11304 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2751 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 15804 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12954 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12954 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 165194 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 156740 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 249787 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 180998 | TotalAssetsBOY |
| Total Assets EOY | 169694 | TotalAssetsEOY |
| Total Assets EOYFMV | 262741 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 180998 | RetainedEarningsBOY |
| Retained Earnings EOY | 169694 | RetainedEarningsEOY |
| Total Net Assets BOY | 180998 | TotalNetAssetsBOY |
| Total Net Assets EOY | 169694 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 180998 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 169694 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 180998 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11304 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 169694 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 169694 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 54 SHS AMERICAN EXPRESS | 2002-03-07 | 2010-02-11 | 2010 | 1906 | 104 | 104 |
| 54 SHS AMERIPRISE FINANCIAL | 2005-10-03 | 2010-02-11 | 1998 | 1319 | 679 | 679 |
| 30 SHS CITIDEL BROADCASTING | 2007-06-18 | 2010-02-11 | 1 | 122 | -121 | -121 |
| 93 SHS LOWES COMPANIES | 2002-08-19 | 2010-02-11 | 2002 | 1910 | 92 | 92 |
| 25 SHS 3M CO. | 2003-07-09 | 2010-02-11 | 1947 | 1631 | 316 | 316 |
| 63 SHS UNITED HEALTH GROUP | 2003-11-06 | 2010-02-11 | 2024 | 1565 | 459 | 459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1529 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33069 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 225137 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.146884 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 73972 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 325948 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.226944 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 42603 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 329084 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.129459 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 88813 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 310561 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.285976 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69850 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 361746 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.193091 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.982354 | TotalDistributionRatio |
| Average Distribution Ratio | 0.196471 | AverageDistributionRatio |
| Net Noncharitable Assets | 227368 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44671 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 28 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 44699 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 39055 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 55 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 55 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 55 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 161 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 161 | TotalCreditsAndPayments |
| Overpayment | 106 | Overpayment |
| Amount Credited To Next Year | 106 | 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 | 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 | MARIA SAPOL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9732902328 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1975 | AddressLine1 |
| City | MORRISTOWN | City |
| State | NJ | State |
| ZIP Code | 079621975 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY R WALSH | ||||||||
| PO BOX 781 | BERNARDSVILLE | NJ | 07942 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MARY C WALSH | ||||||||
| PO BOX 781 | BERNARDSVILLE | NJ | 07942 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| MARIA K SAPOL | ||||||||
| PO BOX 1975 | MORRISTOWN | NJ | 07960 | SECRETARY/TREASURER | 2.00 | 5000 | 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 | 227766 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3064 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 230830 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 230830 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3462 | CashDeemedCharitable |
| Net Noncharitable Assets | 227368 | NetNoncharitableAssets |
| Minimum Investment Return | 11368 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11368 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 55 | TaxBasedOnInvestmentIncome |
| Total Tax | 55 | TotalTax |
| Distributable Amount Before Adj | 11313 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 11313 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 11313 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 39055 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 39055 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 39055 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11313 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 51569 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 73711 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 26188 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 57731 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 21834 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 231033 | TotalExcessDistriCarryover |
| Qualifying Distributions | 39055 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11313 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27742 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 258775 | 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 | 51569 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 207206 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 73711 | ExcessFromYear4 |
| Excess From Year3 | 26188 | ExcessFromYear3 |
| Excess From Year2 | 57731 | ExcessFromYear2 |
| Excess From Year1 | 21834 | ExcessFromYear1 |
| Excess From Current Year | 27742 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY R WALSH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DELBARTON SCHOOL | |||||||
| 230 MENDHAM ROAD | MORRISTOWN | NJ | 07960 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| SETON HALL PREPARATORY | |||||||
| 120 NORTHFIELD AVENUE | WEST ORGANGE | NJ | 07052 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 37TH O STREETS NW | WASHINGTON | DC | 20057 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36000 | 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 | $4,372 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,529 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,901 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5901 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JEFFREY WALSH | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 781 | AddressLine1 |
| City | BERNARDSVILLE | City |
| State | NJ | State |
| ZIP Code | 07942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 25000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATON | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 346 SHS AMERICAN EXPRESS | 12212 | 14850 |
| 26 SHS AMERIPRISE FINANCIAL | 635 | 1496 |
| 600 SHS DANAHER CORP | 10364 | 28302 |
| 400 SHS WALT DISNEY CO | 8685 | 15004 |
| 390 SHS ECOLAB INC | 11279 | 19664 |
| 405 SHS EXXON MOBIL CORP | 16421 | 29614 |
| 100 SHS GOLDMAN SACHS GROUP | 9150 | 16816 |
| 135 SHS CITIGROUP | 5473 | 639 |
| 300 SHS INTEL CORP | 5179 | 6309 |
| 200 SHS JOHNSON & JOHNSON | 7375 | 12370 |
| 307 SHS LOWES CO, INC. | 6304 | 7700 |
| 300 SHS PROCTOR & GAMBLE | 14448 | 19299 |
| 300 SHS PRAXAIR | 11261 | 28641 |
| 175 SHS 3M CO | 12957 | 15103 |
| 201 SHS UPS INC. CL B | 11660 | 14589 |
| 537 SHS UNITED HEALTH GROUP | 13337 | 19391 |
| 30 SHS CITADEL BROADCASTING | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTEMENT EXPENSE | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEW JERSEY REGISTRATION FEE | Category |
| Amount | $55 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 55 | DisbursementsCharitablePrps |