BD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BD FOUNDATION INC (EIN 81-3501315)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-08
- IRS object ID
- 202001299349101325
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-08T12:28:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813501315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BD Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROCHELLE FUHRMANN | InCareOfNm |
| Business Name Control | BDFO | BusinessNameControlTxt |
| Phone | 2018476611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Becton Drive MC 071 | AddressLine1Txt |
| City | Franklin Lakes | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE FUHRMANN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2018476611 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Preparation | 2020-05-04 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,500,642 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $214,729 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,729 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,747,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $217,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $39,956 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $77,307 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,312 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $50,665 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,214 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,814 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,735 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $116,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $127,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,929,507 | CashBOYAmt |
| Cash EOY | $1,809,236 | CashEOYAmt |
| Cash EOYFMV | $1,809,236 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $356,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,256,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,256,367 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $145,746 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,706 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,706 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,233,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,510,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,510,963 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,520,052 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,774,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,774,370 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,185,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,500,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,500,642 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $63,131 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,915 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $63,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,915 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,122,542 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,477,727 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,122,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,477,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,185,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,500,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,122,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $295,175 | OtherIncreasesAmt |
| Subtotal | $8,519,002 | SubtotalAmt |
| Other Decreases | $41,275 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,477,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $7,747,178 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,744,052 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,126 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,126 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,126 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,899 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,415,490 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,480,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,507,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.257652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,863,826 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,259,250 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.187678 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,459,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,231,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,984,732 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,801,331 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.179298 | DistributionYr5Rt |
| Total Distribution | 0.78677 | TotalDistributionRt |
| Average Distribution | 0.157354 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,217,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,293,103 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,867 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,294,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,972 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,735 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,735 | SubtotalAmt |
| Tax Based On Investment Income | $3,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $122 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $122 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $134 | EsPenaltyAmt |
| Tax Due | $3,747 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHELLE FUHRMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2018476611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BECTON DRIVE | AddressLine1Txt |
| City | Franklin Lakes | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07417 | 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 |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Gary Cohen | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | President & Trustee | 0.5 | $0 | $0 | $0 |
| Jennifer Farrington | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | VP, Secretary & Trustee | 0.5 | $0 | $0 | $0 |
| Rochelle Fuhrmann | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | Treasurer & Trustee | 0.5 | $0 | $0 | $0 |
| Vince Forlenza | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | Trustee | 0.1 | $0 | $0 | $0 |
| Sara Gill | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | Trustee | 0.1 | $0 | $0 | $0 |
| Sam Khichi | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | Trustee | 0.1 | $0 | $0 | $0 |
| Betty Larson | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | Trustee | 0.1 | $0 | $0 | $0 |
| Richard Naples | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | Trustee | 0.1 | $0 | $0 | $0 |
| Stephen Sichak | ||||||||
| 1 Becton Drive MC 071 | Franklin Lakes | NJ | 07417 | Trustee | 0.1 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McCarter & English LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Mulberry Street Gateway 4 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $77,307 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,483,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,859,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,342,940 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,342,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,217,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $410,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $410,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,735 | TotalTaxAmt |
| Distributable Before Adj | $407,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $407,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $407,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,972 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $127,972 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $127,972 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,790,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $800,930 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,065,631 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,425,653 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,082,410 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $127,972 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $279,183 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $279,183 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,803,227 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,511,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,292,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $800,930 | ExcessFromYear4Amt |
| Excess From Year3 | $1,065,631 | ExcessFromYear3Amt |
| Excess From Year2 | $1,425,653 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BECTON DICKINSON AND COMPANY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,729 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,855 | 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 | $37,665 | Amt |
| Net Investment Income | $2,312 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,665 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO FILING IS REQUIRED WITH NEW JERSEY AS NO GROSS CONTRIBUTIONS IN EXCESS OF $10,000 RECEIVED DURING THE FILING TAX YEAR. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS AND NOTES | $1,757,178 | $1,757,178 |
| ACCRUED INTEREST ON BONDS | $17,192 | $17,192 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $670,131 | $670,131 |
| CLOSED END FUNDS AND ETF | $840,832 | $840,832 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,706 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,706 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,956 | LegalFeesAmt |
| Disbursements Charitable Prps | $77,307 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN ACCRUED INTEREST | Desc |
| Amt | $41,275 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $287,474 |
| ASSETS TRANSFERRED FROM C. R. BARD FDN | $0 |
| MERGER AGREEMENT DATED 12/31/2018 | $7,701 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $28,814 | $28,814 |
| CONSULTING | $6,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,735 | Amt |