JAMES R AND SHARON OMARA MAIDA FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R AND SHARON OMARA MAIDA FOUNDATION INC (EIN 22-3479321)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349102210
- Schema version
- 2023v5.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T07:45:31-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261541874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIDA & MAIDA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 PARKWAY AVE | AddressLine1Txt |
| City | EWING | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223479321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The James and Sharon Maida Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6098826874 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Avenue | AddressLine1Txt |
| City | Trenton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James R Maida | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James R | PersonFirstNm |
| Person Last | Maida | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sharon Thorp CPA MBA | PreparerPersonNm |
| PTIN | P00967471 | PTIN |
| Phone | 6098826874 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,143,800 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,001,221 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,181 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,181 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $275,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,415 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $275,415 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $756,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,873,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $756,243 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $50,811 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $145,418 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,191,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,044,839 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $339,407 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $224,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $224,180 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,690 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $245,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,970,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,970,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,216,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,980,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $975,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $820,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $339,407 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $306,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,049 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,049 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,473,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,242,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,118,832 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,259,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,473,433 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,761,919 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,833 | OtherAssetsEOYAmt |
| Total Assets BOY | $15,040,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,015,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,143,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,040,013 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,015,258 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,040,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,015,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,040,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,015,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,040,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $975,245 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,015,258 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,015,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 13077 S/T Cov | P | 2022-07-27 | 2023-07-26 | $468,813 | $450,000 | $18,813 | $18,813 |
| UBS 13077 L/T covered | P | 2021-10-03 | 2023-01-19 | $100,000 | $100,000 | ||
| UBS 13077 L/T NONCOV | P | 2022-01-26 | 2023-01-30 | $100,000 | $100,000 | ||
| UBS 01870 S/T Cov | P | 2023-07-12 | 2023-07-26 | $31,998 | $31,998 | $31,998 | |
| UBS 01870 S/T NONCOV | P | 2022-09-23 | 2023-03-28 | $200,000 | $200,000 | ||
| UBS 01870 L/T COV | P | 2021-07-07 | 2022-07-26 | $300,000 | $300,000 | ||
| UBS 01870 L/T NONCOV | P | 2018-02-26 | 2023-08-23 | $2,672,776 | $1,967,344 | $705,432 | $705,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756,243 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $50,811 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,407 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,407 | SubtotalAmt |
| Tax Based On Investment Income | $11,407 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $662 | EsPenaltyAmt |
| Tax Due | $12,069 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James R Maida | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6098826874 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Ave Trenton NJ | AddressLine1Txt |
| City | Trenton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08618 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James R Maida | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | $0 |
| Sharon O Maida | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | $0 |
| Elaine L Maida | ||||||
| 855 Parkway Avenue | Trenton | NJ | 08618 | Trustee | 0.00 | $0 |
| 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 | Rutgers University Foundation | Description1Txt |
| Expenses1 | $275,000 | Expenses1Amt |
| Description2 | Lehigh University-Scholarship | Description2Txt |
| Expenses2 | $1,062,500 | Expenses2Amt |
| Description3 | RWJ Barnabas Healthcare System | Description3Txt |
| Expenses3 | $501,000 | Expenses3Amt |
| Description4 | KUTZTOWN UNIVERSITY FOUNDATION | Description4Txt |
| Expenses4 | $45,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,023,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,307,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,307,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,152,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,407 | TotalTaxAmt |
| Distributable Before Adj | $496,223 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $496,223 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $496,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,980,889 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,980,889 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,223 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $391,863 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $386,964 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,407,823 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,343,604 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,474,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,005,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,980,889 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $496,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,484,666 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,489,727 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $391,863 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,097,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $386,964 | ExcessFromYear4Amt |
| Excess From Year3 | $1,407,823 | ExcessFromYear3Amt |
| Excess From Year2 | $1,343,604 | ExcessFromYear2Amt |
| Excess From Year1 | $1,474,807 | ExcessFromYear1Amt |
| Excess From Current Year | $1,484,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James R Maida | ContributingManagerNm |
| Contributing Manager | Sharon O Maida | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lehigh University | |||||||
| 27 Memorial Drive West | Bethlehem PA | PA | 18015 | None | Public | Scholarship | $1,062,500 |
| Kutztown Univer of PA | |||||||
| Kutztown Rd | Kutztown PA | PA | 19530 | None | Public | Scholarship | $45,000 |
| Mercer Street Friends | |||||||
| 151 Mercer Street | Trenton | NJ | 08611 | None | Public | Children's Issues | $1,500 |
| Colonial Williamsburg Fund | |||||||
| PO Box 1776 | Williamsburg | VA | 23187 | None | Public | Cultural | $500 |
| Homefront | |||||||
| 1880 Princeton Ave | Lawerenceville | NJ | 08648 | None | Public | Children's Issues | $1,500 |
| Save Barnegat Bay | |||||||
| 906-B Grand Central Ave | Lavallette | NJ | 08735 | None | Public | Cultural | $8,620 |
| Rutgers University Foundation | |||||||
| 120 Albany Street | New Brunswick | NJ | 08901 | None | Public | Scholarship | $275,000 |
| Preservation Society of Newport Cou | |||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | None | Public | Cultural | $750 |
| Independence Seaport Museum | |||||||
| 211 South Christopher Columbus Blvd | Philadelphia | PA | 19106 | None | Public | Museum Maintenance | $500 |
| Rocking the Boat | |||||||
| 812 Edgewater Road | Bronx | NY | 10474 | None | Public | Advancement | $2,000 |
| CAPE ELEUTHRA FOUNDATION | |||||||
| 1430 WALNUT ST SUITE 200 | PHILADELPHIA | PA | 19102 | None | Public | EDUCATIONAL | $3,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW | ATALANTA | GA | 30303 | None | Public | health | $282 |
| WOUNDED WARRIOR PROJECT | |||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | None | PUBLIC | VETERAN | $500 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | None | PC | HEALTH | $2,250 |
| MONMOUTH MEDICAL CTR | |||||||
| 300 2ND AVE | LONG BRANCH | NJ | 07740 | None | PC | HEALTH and Education | $10,000 |
| St Jude Childrens Research | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | Childrens Research Cancer | $750 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | None | PC | HUNGER | $1,000 |
| HABITAT for HUMANITY | |||||||
| 270 Peachtree Street NW | Atlanta | GA | 30303 | None | PC | Community Resources | $7,500 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | None | PC | scholarship | $1,000 |
| ANNUAL CATHOLIC APPEAL | |||||||
| PO Box 70170 | Newark | NJ | 07101 | None | PC | Religious | $1,000 |
| Mt CARMEl GUILD | |||||||
| 73 North Clinton Ave | Trenton | NJ | 08609 | None | PC | CHILDREN'S ISSUES | $1,000 |
| GOOD SHEPHERD | |||||||
| 850 South 5th Street | Allentown | PA | 18103 | None | PC | HealthCare | $500 |
| St George Church | |||||||
| 1370 River Road | Titusville | NJ | 08560 | None | PC | Religious | $2,500 |
| RWJ Barnabas HEALTH CARE SYSTEM | |||||||
| 95 Old Short Hills Rd | West Orange | NJ | 07052 | None | PC | HEALTH and Education | $501,000 |
| Covenant House | |||||||
| 330 Washington Street | Newark | NJ | 07102 | None | Public | Community | $500 |
| Pennington Public Library | |||||||
| 30 N Main Street | Pennington | NJ | 08534 | None | Public | Community | $250 |
| Womanspace | |||||||
| 1530 Brunswick Ave | Lawrence Township | NJ | 08648 | Public | Women & Children | $500 | |
| Ocean Reef Med Cntr Fnd | |||||||
| 50 Barracuda Lane | Key Largo | FL | 33037 | None | Community | $21,500 | |
| NYPublic Lib Sch PA | |||||||
| 270 Madison Avenue 12th Floor | New York | NY | 10016 | Public | Community | $200 | |
| Barnegat Bay Yacht Racing Assoc | |||||||
| PO Box 5422 | Toms River | NJ | 08754 | PC | Cultural | $1,000 | |
| St Baldrick's Fdn | |||||||
| 1333 S Mayflower Ave Unit 400 | Monrovia | CA | 91016 | Cancer | $1,000 | ||
| RWJ Ham Fnd | |||||||
| 1 Hamilton Health Pl | Hamilton Township | NJ | 08690 | PC | Health | $15,200 | |
| PSU | |||||||
| 201 Old Main | University Park | PA | 16802 | PC | Scholarship | $250 | |
| Charity Golf INt'l | |||||||
| 9500 Feather Grass Ln Suite120 308 | Forth Worth | TX | 76177 | PC | Charity | $200 | |
| NYC Marathon | |||||||
| 320 West 57th Street | New York | NY | 10019 | PC | Charity | $107 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,970,859 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,181 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,415 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,418 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $756,243 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $434,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $756,243 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,190,257 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Preferred Securities | Desc |
| EOY Book Value | $35,833 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANNUAL REPORT | $30 | $30 |
| Tax Payment penalty | $474 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $145,418 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Fees | $124,374 | $124,374 | $0 | $0 |
| Management Fees | $24,468 | $24,468 | $0 | $0 |
| Management Fees | $75,338 | $75,338 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $10,690 | Amt |