SIPPRELLE CHARITABLE CORP: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SIPPRELLE CHARITABLE CORP (EIN 84-1663545)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349101019
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:41:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841663545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIPPRELLE CHARITABLE CORP | BusinessNameLine1Txt |
| Business Name Line2 | C/O TRACY SIPPRELLE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TRACY SIPPRELLE | InCareOfNm |
| Business Name Control | SIPP | BusinessNameControlTxt |
| Phone | 6096889711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 CHAMBERS STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY SIPPRELLE | PersonNm |
| Person Title | TRUSTEE & PRESIDENT | PersonTitleTxt |
| Phone | 6096889711 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH L STARR | PreparerPersonNm |
| PTIN | P00254301 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Preparation | 2019-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.233.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13079120191335000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5F0E7AF6366D0F9DE91579DD512ACFF6E279ADB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10C5C36A6D7B0CC830C41AE59A21B14F6732C400 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,064,418 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $511,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,349,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $511,219 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,385 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $606,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $593,822 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,495 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,034 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,119 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,119 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $519,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $590,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $933,882 | CashBOYAmt |
| Cash EOY | $35,525 | CashEOYAmt |
| Cash EOYFMV | $35,525 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $988,979 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $997,635 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,000,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,429,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,031,258 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,933,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,453,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,064,418 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,933,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,453,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,933,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,453,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,933,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,453,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,933,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $519,987 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,453,913 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,453,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CS #5847 ST COVERED - SEE STMT ATTACHED | $1,267,667 | $1,247,338 | $20,329 | $20,329 |
| CS #5847 LT COVERED - SEE STMT ATTACHED | $1,081,684 | $590,794 | $490,890 | $490,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $511,219 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,056 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,163,201 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $546,495 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,776,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.196837 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $262,245 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,789,601 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094008 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,814,822 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057311 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $215,184 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,656,582 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081 | DistributionYr5Rt |
| Total Distribution | 0.517692 | TotalDistributionRt |
| Average Distribution | 0.103538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,308,263 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $342,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,903 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,434 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,614 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,805 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,805 | SubtotalAmt |
| Tax Based On Investment Income | $11,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $410 | EsPenaltyAmt |
| Overpayment | $10,785 | OverpaymentAmt |
| Applied To ES Tax | $10,785 | 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 | false | 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 | TRACY SIPPRELLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096889711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 CHAMBERS STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TRACY SIPPRELLE | ||||||||
| 81 CHAMBERS STREET | PRINCETON | NJ | 08542 | TRUSTEE & PRESIDENT | 0 | $0 | $0 | $0 |
| SCOTT SIPPRELLE | ||||||||
| 81 CHAMBERS STREET | PRINCETON | NJ | 08542 | TRUSTEE & TREASURER | 0 | $0 | $0 | $0 |
| JESSICA SIPPRELLE | ||||||||
| 81 CHAMBERS STREET | PRINCETON | NJ | 08542 | TRUSTEE & SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $2,594,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $763,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,358,643 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,358,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,308,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,805 | TotalTaxAmt |
| Distributable Before Adj | $153,608 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $153,608 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $153,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,614 | 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 | $58,614 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $58,614 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,603 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,376 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $415,402 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,930 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $798,036 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $58,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $94,994 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $94,994 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $703,042 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $703,042 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,334 | ExcessFromYear4Amt |
| Excess From Year3 | $125,376 | ExcessFromYear3Amt |
| Excess From Year2 | $415,402 | ExcessFromYear2Amt |
| Excess From Year1 | $139,930 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | SCOTT SIPPRELLE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HISTORICAL SOCIETY OF PRINCETON | |||||||
| 158 NASSAU STREET | PRINCETON | NJ | 08542 | NONE | PC | CHARITABLE CONTRIBUTION - HISTORY EDUCATION, LOCAL HISTORY PRESERVATION | $11,000 |
| YMCA OF PRINCETON | |||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE CONTRIBUTION - TO ENRICH THE SPIRIT, MIND AND BODY AND IMPROVING QUALITY OF LIFE. | $5,000 |
| THE PRINCETON FESTIVAL | |||||||
| PO BOX 2063 | PRINCETON | NJ | 08543 | NONE | PC | CHARITABLE CONTRIBUTION - TO PRODUCING MUSIC AT ITS BEST WITH WORLD-CLASS ARTISTS. | $1,000 |
| BEEBE HOSPITAL FOUNDATION | |||||||
| 424 SAVANNAH ROAD | LEWES | DE | 19958 | NONE | PC | CHARITABLE CONTRIBUTION | $1,916 |
| TRENTON CIRCUS SQUAD | |||||||
| 675 S CLINTON AVENUE | TRENTON | NJ | 08611 | NONE | PC | CHARITABLE CONTRIBUTION | $3,000 |
| PRINCETON SYMPHONY | |||||||
| 575 EWING STREET | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| ROSENBERG SCHOLARSHIP FUND | |||||||
| 2002 HUMBLE AVENUE | MIDLAND | TX | 79705 | NONE | PC | CHARITABLE | $1,000 |
| CAITLIN RUSSELL FOUNDATION | |||||||
| 5 BANYAN COURT | JACKSON | NJ | 08527 | NONE | PC | CHARITABLE | $500 |
| TRINITY COUNSELING | |||||||
| 22 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE | $1,500 |
| MOM'S HOUSE OF DOVER | |||||||
| 864 SOUTH STATE STREET | DOVER | DE | 08611 | NONE | PC | CHARITABLE | $500 |
| FPRI | |||||||
| 1528 WALNUT STREET 610 | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE | $1,000 |
| INSTITUTE FOR ADVANCED STUDY | |||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE | $1,750 |
| PRINCETON PUBLIC LIBRARY | |||||||
| 65 WITHERSPOON STREET | PRINCETON | NJ | 08542 | NONE | PC | CHARITABLE | $500 |
| GIRLS ON THE RUN DE | |||||||
| 615 W 18TH STREET | WILMINGTON | DE | 19802 | NONE | PC | CHARITABLE | $1,500 |
| MCCARTER THEATER | |||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE | $3,000 |
| SUPPERS PROGRAM | |||||||
| 211 N HARRISON STREET SUITE A4 | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE | $250 |
| PRINCETON MEDICAL FOUNDATION | |||||||
| 1 PLAINSBORO ROAD | PRINCETON | NJ | 08536 | NONE | PC | CHARITABLE | $1,000 |
| PETEY GREENE PROGRAM | |||||||
| 9 MERCER STREET | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE | $1,000 |
| OPEN SPACE INSTITUTE | |||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $1,000 |
| ST ANNE'S SCHOOL | |||||||
| 34 ROSSA AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | CHARITABLE | $10,000 |
| ST ANDREW'S SCHOOL | |||||||
| 350 NOXONTOWN ROAD | MIDDLETOWN | DE | 19709 | NONE | PC | CHARITABLE CONTRIBUTION - PRIVATE BOARDING SCHOOL | $7,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,119 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,579 | 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 | $511,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT - GOVERNMENT CHECK | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $606,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $606,207 | 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 | $6,990 | Amt |
| Net Investment Income | $3,495 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,495 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N//A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,000 SHS APPLE INC | $0 | $0 |
| 125,000 LENDINGCLUB CORP | $709,719 | $693,258 |
| 14,000 SHS WHOLE FOODS MARKET | $0 | $0 |
| 50,000 SHS BLACK STONE MINERAL | $0 | $0 |
| 40,000 SHS GENERAL MOTORS CO. | $1,719,690 | $1,338,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $988,979 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $997,635 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $75 | $75 |
| MISC. EXPENSE | $2 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT - GOVT CHECK | Desc |
| Revenue And Expenses Per Books | $12,385 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF TAXES | CategoryTxt |
| Amt | $24,034 | Amt |