MEERWARTH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MEERWARTH FAMILY FOUNDATION (EIN 13-7018740)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-20
- IRS object ID
- 202512329349101006
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-20T14:02:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222978848 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEDERSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PASSAIC AVENUE - SUITE 310 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137018740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEERWARTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TRACY PESTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEER | BusinessNameControlTxt |
| Phone | 9735390989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 FOX HUNT ROAD | AddressLine1Txt |
| City | NEW VERNON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07976 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY M PESTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9735390989 | PhoneNum |
| Signature | 2025-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONI M KLIMOWICZ CPA | PreparerPersonNm |
| PTIN | P01395701 | PTIN |
| Phone | 9737363333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $16,968,135 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $285,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $935,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,309,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $935,136 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,220,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,220,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,864 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,750 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $812,857 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $812,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $919,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $812,857 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,113,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,424 | CashBOYAmt |
| Cash EOY | $276,401 | CashEOYAmt |
| Cash EOYFMV | $276,401 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $438,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $284,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $284,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,066,614 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,022,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,449,315 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,652,233 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,348,856 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,286,305 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,134,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,692,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,671,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,324,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,625,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,968,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,324,376 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,625,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,324,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,625,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,324,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,625,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,324,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,625,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,625,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CITI #50128 ST COVERED | $323,575 | $171,842 | $151,733 | $151,733 |
| CITI #50128 LT COVERED | $1,143,855 | $1,029,729 | $114,126 | $114,126 |
| CITI #77325 LT COVERED | $330,450 | $300,000 | $30,450 | $30,450 |
| CITI #77333 LT NON-COVERED (DETAILS AVAIL UPON REQUEST) | $255,135 | $6,467 | $248,668 | $248,668 |
| CITI #60768 ST COVERED | $1,387,566 | $1,351,937 | $35,629 | $35,629 |
| CITI #60768 ST NON-COVERED (DETAILS AVAIL UPON REQUEST) | $522,527 | $500,334 | $22,193 | $22,193 |
| CITI #60768 LT COVERED | $3,339,189 | $3,013,809 | $325,380 | $325,380 |
| ADD'L GAINS NOT ON 1099 DETAILS | $6,957 | $6,957 | $6,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $935,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,483 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,483 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,205 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,205 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,722 | OverpaymentAmt |
| Applied To ES Tax | $18,722 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRACY PESTER | IndividualWithBooksNm |
| Phone | 9735390989 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 FOX HUNT ROAD | AddressLine1Txt |
| City | NEW VERNON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY M PESTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 FOX HUNT ROAD | AddressLine1Txt |
| City | NEW VERNON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,944,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $646,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,590,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,590,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,357,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $767,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $767,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,483 | TotalTaxAmt |
| Distributable Before Adj | $752,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $752,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $752,373 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $812,857 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $812,857 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $752,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,779 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $211,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $217,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $812,857 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $752,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $277,664 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $277,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,779 | ExcessFromYear2Amt |
| Excess From Year1 | $211,401 | ExcessFromYear1Amt |
| Excess From Current Year | $60,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRACY PESTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 620 | AddressLine1Txt |
| City | NEW VERNON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618335691 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUESTS WITH BROCHURES DEMONSTRATING CHARITABLE PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | ||||||||
| 301 MARKET ST SUITE 2 | LEWISBURG | PA | 17837 | N/A | PUBLIC | EDUCATIONAL | $100,000 | |
| CHRIST THE KING CHURCH | ||||||||
| PO BOX 368 | NEW VERNON | NJ | 07976 | N/A | PUBLIC | RELIGIOUS | $12,000 | |
| EVANS SCHOLARSHIP FOUNDATION | ||||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | N/A | PUBLIC | EDUCATIONAL | $27,500 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||||
| 475 SOUTH ST | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | MEDICAL | $142,857 | |
| HOMELESS SOLUTIONS | ||||||||
| 6 DUMONT PLACE 3RD FLOOR | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | COMMUNITY SERVICE | $50,000 | |
| KENT PLACE SCHOOL ANNUAL FUND | ||||||||
| 42 NORWOOD ROAD | SUMMIT | NJ | 07902 | N/A | PUBLIC | EDUCATIONAL | $25,000 | |
| LIFE CAMP | ||||||||
| 53 MAPLE AVE | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | COMMUNITY SERVICE | $1,000 | |
| MGA FOUNDATION | ||||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | N/A | PUBLIC | COMMUNITY SERVICE | $140,000 | |
| NEW VERNON FIRE DEPARTMENT | ||||||||
| 22 VILLAGE ROAD | NEW VERNON | NJ | 07976 | N/A | PUBLIC | COMMUNITY SERVICE | $5,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| PO BOX 30703 | NEW YORK | NY | 10087 | N/A | PUBLIC | CULTURAL | $7,500 | |
| THE GREAT SWAMP WATERSHED ASSOCIATION | ||||||||
| 568 TEMPE WICK ROAD | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | ENVIRONMENTAL | $15,000 | |
| THE PECK SCHOOL ANNUAL FUND | ||||||||
| 247 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | EDUCATIONAL | $150,000 | |
| VERMONT FOOD BANK | ||||||||
| 33 PARKER ROAD WILSON INDUSTRIAL | BARRE | VT | 06541 | N/A | PUBLIC | FAMILY SERVICES | $10,000 | PARK |
| WOMEN'S METROPOLITAN GOLF ASSOCIATION | ||||||||
| 49 KNOLLWOOD RD FL 2 | ELMSFORD | NY | 10523 | N/A | PUBLIC | COMMUNITY SERVICE | $10,000 | |
| AFSP MASSACHUSETTS SUICIDE PREVENTION | ||||||||
| 71 COMMERCIAL ST 236 | BOSTON | MA | 02109 | N/A | PUBLIC | EDUCATIONAL | $35,000 | |
| BLAIR ACADEMY | ||||||||
| 2 PARK STREET PO BOX 600 | BLAIRSTOWN | NJ | 07825 | N/A | PUBLIC | EDUCATIONAL | $50,000 | |
| BLINK NOW | ||||||||
| PO BOX 453 | MENDHAM | NJ | 07945 | N/A | PUBLIC | FAMILY SERVICES | $15,000 | |
| FIRST TEE OF RARITAN VALLEY | ||||||||
| 1 GOLF DRIVE | KENILWORTH | NJ | 07033 | N/A | PUBLIC | CULTURAL | $10,000 | |
| KIEVE WAVUS EDUCATION FUND | ||||||||
| 42 KIEVE ROAD | NOBLEBORO | ME | 04555 | N/A | PUBLIC | EDUCATIONAL | $2,000 | |
| RILEY RINK | ||||||||
| 410 HUNTER PARK RD PO BOX 835 | MANCHESTER | VT | 05255 | N/A | PUBLIC | CULTURAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $812,857 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $285,283 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $935,136 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,220,492 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,220,492 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | FUNDS ARE USED TO SUPPORT AND PROMOTE EDUCATIONAL FACILITIES, FAMILY |
| 8 | SERVICES, MEDICAL FACILITIES, PERFORMING ARTS AND EDUCATIONAL SERVICES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI 15C113160768 | $2,148,856 | $2,085,105 |
| CITI C92-177325 | $200,000 | $201,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI 15C113160768 | $5,425,797 | $8,660,868 |
| CITI C90-050128 | $2,583,151 | $3,544,019 |
| CITI C92-177325 | $8,179 | $4,958 |
| CITI C92-177333 | $5,580 | $239,470 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CITI 45E509163000 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,692,864 | BookValueAmt |
| EOYFMV | $1,671,545 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $97,750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $97,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $8,864 | Amt |
| Net Investment Income | $8,864 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |