ROBERT AND ELIZABETH WATERMAN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND ELIZABETH WATERMAN (EIN 22-3594818)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-01-13
- IRS object ID
- 202130139349100008
- Schema version
- 2019v5.0
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-13T08:24:10-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582161308 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS MCGINNIS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5607 GLENRIDGE DR STE 650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303424959 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223594818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND ELIZABETH WATERMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9736051040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5607 GLENRIDGE DR STE 650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA A TIMPSON | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9736051040 | PhoneNum |
| Signature | 2020-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E TRUMBO | PreparerPersonNm |
| PTIN | P01069014 | PTIN |
| Phone | 4045314940 | PhoneNum |
| Preparation | 2021-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,139 | 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 | $272,014 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $37 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $625 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $625 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $272,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $542 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,204 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $662 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,245 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,245 | LegalFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $662 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,139 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $11,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,282 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,139 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,200 | SubtotalAmt |
| Other Decreases | $61 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOW INC | P | 2019-05-03 | 2019-05-06 | $4,476 | $4,530 | -$54 | -$54 |
| HONEYWELL INTL INC | P | 2019-05-03 | 2019-05-06 | $34,333 | $34,708 | -$375 | -$375 |
| UNITEDHEALTH GRP INC. | P | 2019-05-03 | 2019-05-06 | $10,399 | $10,437 | -$38 | -$38 |
| NORFOLK SOUTHERN CO | P | 2019-05-03 | 2019-05-06 | $10,102 | $10,253 | -$151 | -$151 |
| CORTEVA INC | P | 2019-07-26 | 2019-07-26 | $2,416 | $2,420 | -$4 | -$4 |
| DUPONT DE NEMOURS INC | P | 2019-07-26 | 2019-07-26 | $6,211 | $6,222 | -$11 | -$11 |
| MICROSOFT CORP | P | 2019-07-26 | 2019-07-26 | $21,211 | $21,201 | $10 | $10 |
| ETSY INC | P | 2019-07-29 | 2019-07-30 | $10,256 | $10,368 | -$112 | -$112 |
| FACEBOOK INC | P | 2019-07-29 | 2019-07-30 | $4,910 | $4,898 | $12 | $12 |
| CONSTELLATION BRAND CLASS A | P | 1996-07-25 | 2019-08-21 | $163,249 | $161,984 | $1,265 | $1,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $542 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$723 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $309,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $149,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.069622 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $271,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $404,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.671250 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,246 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $477,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.186755 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $476,037 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056798 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $420,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031860 | DistributionYr5Rt |
| Total Distribution | 3.016285 | TotalDistributionRt |
| Average Distribution | 0.603257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $52,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,870 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,870 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $4,487 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,487 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,487 | OverpaymentAmt |
| Applied To ES Tax | $4,487 | 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 |
| Individual With Books | BROOKS MCGINNIS COMPANY LLC | IndividualWithBooksNm |
| Phone | 4045314940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5607 GLENRIDGE DRIVE SUITE 650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA A TIMPSON | ||||||||
| 88 EAST MAIN STREET UNIT 449-H | MENDHAM | NJ | 07945 | PRESIDENT & | 6.00 | $0 | $0 | $0 |
| MARY MOORE | ||||||||
| 230 MOUNTAINSIDE ROAD | MENDHAM | NJ | 07945 | VICE PRES. & | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,635 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $53,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,642 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $2,642 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,642 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,642 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $277,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $277,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,642 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $52,213 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $252,963 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $608,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $274,358 | RemainingDistriFromCorpusAmt |
| Total Corpus | $882,574 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $882,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $52,213 | ExcessFromYear3Amt |
| Excess From Year2 | $252,963 | ExcessFromYear2Amt |
| Excess From Year1 | $303,040 | ExcessFromYear1Amt |
| Excess From Current Year | $274,358 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NU MEDIA CORPORATION | ||||||
| 641 SHUNPIKE RD STE 201 | CHATHAM | NJ | 07928 | PC | UNRESTRICTED | $210,000 |
| NU MEDIA CORPORATION | ||||||
| 641 SHUNPIKE RD STE 201 | CHATHAM | NJ | 07928 | PC | RESTRICTED - 26 BLOCKS LLC | $60,000 |
| ANGELACARES | ||||||
| 39 MARTIN LUTHER KING DR | JERSEY CITY | NJ | 07304 | PC | UNRESTRICTED | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $542 | ExclusionAmt |
| Related Or Exempt Function Incm | -$30 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,204 | ExclusionAmt |
| Related Or Exempt Function Incm | -$30 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,174 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAMELA A TIMPSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 EAST MAIN STREET UNIT 449-H | AddressLine1Txt |
| City | MENDHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $272,014 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CONSTELLATION BRAND CLASS A | $161,984 | 2019-08-20 |
| 1 | HONEYWELL INT INC SHARES | $34,708 | 2019-05-03 |
| 1 | CORTEVA INC SHARES | $2,420 | 2019-07-26 |
| 1 | MICROSOFT SHARES | $21,201 | 2019-07-26 |
| 1 | DOW INC SHARES | $4,530 | 2019-05-03 |
| 1 | NASPERS LTD N SHS-SON ADR | $4,993 | 2019-07-29 |
| 1 | ETSY INC SHARES | $10,368 | 2019-07-29 |
| 1 | NORFOLK SOUTHERN CO | $10,253 | 2019-05-03 |
| 1 | DUPONT DE NEMOURS INC. | $6,222 | 2019-07-26 |
| 1 | UNITED HEALTH GRP INC. | $10,437 | 2019-05-03 |
| 1 | FACEBOOK INC CLASS A SHARES | $4,898 | 2019-07-29 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | NASPERS LTD | AssetDesc |
| Acquired | 2019-07 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-07 | SoldDt |
| Gross Sales Price | $4,903 | GrossSalesPriceAmt |
| Basis | $4,933 | BasisAmt |
| Total Net | -$30 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,245 | LegalFeesAmt |
| Net Investment Income | $2,245 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER DONOR'S COST | Desc |
| Amt | $61 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEE | ||
| BANK FEE | $25 | $25 |