JAMES R AND SHARON OMARA MAIDA FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R AND SHARON OMARA MAIDA FOUNDATION INC (EIN 22-3479321)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-12
- IRS object ID
- 201831329349100013
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-12T12:53:40-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261541874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maida Mackler LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139A Old Trenton Rd | AddressLine1Txt |
| City | Cranbury | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223479321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The James and Sharon Maida Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6098826874 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Avenue | AddressLine1Txt |
| City | Trenton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James R Maida | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sharon Thorp CPA MBA | PreparerPersonNm |
| PTIN | P00967471 | PTIN |
| Phone | 6094434409 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $8,646,956 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,021,198 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $417,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,595,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $417,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,557,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $535,857 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,145 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,157 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,765 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,882 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $5,212 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,212 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $790,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $790,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $851,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $798,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,705,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $484,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,056,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,439,810 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,439,810 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,049,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,665,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,392,490 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,087,838 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,793,630 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,814,656 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $6,193,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,899,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,646,956 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,193,786 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,899,327 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,193,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,899,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,193,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,899,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,193,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,705,541 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,899,327 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,899,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MS ST 725 | P | 2017-01-01 | 2017-12-31 | $788,475 | $731,559 | $56,916 | $56,916 |
| MS LT 725 | P | 2016-01-01 | 2017-12-31 | $1,779,337 | $1,425,506 | $353,831 | $353,831 |
| MS ST 656 | P | 2017-12-01 | 2017-12-31 | $2,019,843 | $2,021,198 | -$1,355 | -$1,355 |
| MS CAP GAIN | P | 2010-01-01 | 2017-12-31 | $7,740 | $7,740 | $7,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $417,132 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $55,561 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $807,480 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,919,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13642 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $741,287 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,892,650 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15151 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $531,788 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,468,256 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15333 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $336,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,338,085 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $106,397 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,572,840 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06765 | DistributionYr5Rt |
| Total Distribution | 0.609664 | TotalDistributionRt |
| Average Distribution | 0.121933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,625,040 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $807,811 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $812,659 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $798,592 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,696 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,696 | SubtotalAmt |
| Tax Based On Investment Income | $9,696 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $57 | EsPenaltyAmt |
| Tax Due | $9,753 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James R Maida | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6098826874 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Ave Trenton NJ | AddressLine1Txt |
| City | Trenton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James R Maida | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | $0 |
| Sharon O Maida | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | $0 |
| Elaine L Maida | ||||||
| 855 Parkway Avenue | Trenton | NJ | 08618 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Rutgers University Foundation | Description1Txt |
| Expenses1 | $231,000 | Expenses1Amt |
| Description2 | Lehigh University-Scholarship | Description2Txt |
| Expenses2 | $300,250 | Expenses2Amt |
| Description3 | Monmouth Medical Center | Description3Txt |
| Expenses3 | $206,485 | Expenses3Amt |
| Description4 | KUTZTOWN UNIVERSITY FOUNDATION | Description4Txt |
| Expenses4 | $10,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,857,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $868,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,725,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,725,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,625,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,696 | TotalTaxAmt |
| Distributable Before Adj | $321,556 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $321,556 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $321,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $798,592 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $798,592 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $798,592 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,556 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $33,861 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $170,190 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $363,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $500,840 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $515,177 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,583,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $798,592 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $321,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $477,036 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,060,461 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $33,861 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,026,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $170,190 | ExcessFromYear4Amt |
| Excess From Year3 | $363,357 | ExcessFromYear3Amt |
| Excess From Year2 | $500,840 | ExcessFromYear2Amt |
| Excess From Year1 | $515,177 | ExcessFromYear1Amt |
| Excess From Current Year | $477,036 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James R Maida | ContributingManagerNm |
| Contributing Manager | Sharon O Maida | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lehigh University | |||||||
| 27 Memorial Drive West | Bethlehem PA | PA | 18015 | None | Public | Scholarship | $300,250 |
| Kutztown Univer of PA | |||||||
| Kutztown Rd | Kutztown PA | PA | 19530 | None | Public | Scholarship | $10,000 |
| Mt Carmel Guild | |||||||
| 73 North Clinton Avenue | TrentonNJ | NJ | 08609 | None | Public | Children's Issues | $1,000 |
| BBYRA | |||||||
| PO Box 4237 | Brick | NJ | 08723 | None | Public | Children's Issues | $1,220 |
| Mercer Street Friends | |||||||
| 151 Mercer Street | Trenton | NJ | 08611 | None | Public | Children's Issues | $1,000 |
| Bishops Annual Appeal | |||||||
| 701 Lawrenceville Road | Trenton | NJ | 08638 | None | Public | Religious | $500 |
| Colonial Williamsburg Fund | |||||||
| PO Box 1776 | Williamsburg | VA | 23187 | None | Public | Cultural | $250 |
| Homefront | |||||||
| 1880 Princeton Ave | Lawerenceville | NJ | 08648 | None | Public | Children's Issues | $1,500 |
| Save Barnegat Bay | |||||||
| 906-B Grand Central Ave | Lavallette | NJ | 08735 | None | Public | Cultural | $1,000 |
| Trenton Area Soup Kitchen | |||||||
| 72 1/2 Escher Street | Trenton | NJ | 08609 | None | Public | Cultural | $1,000 |
| Rutgers University Foundation | |||||||
| 120 Albany Street | New Brunswick | NJ | 08901 | None | Public | Scholarship | $231,000 |
| AER | |||||||
| 1703 N Beauregard Street Suite 440 | Alexandria | VA | 22311 | None | Public | Children's Issues | $250 |
| Make A Wish FDTN of NJ | |||||||
| 1034 SALEM ROAD | UNION | NJ | 07083 | None | Public | Children's Issues | $200 |
| Hopewell Valley Education Foundatio | |||||||
| 287 Pennington Titusville Rd | Pennington | NJ | 08534 | None | Public | Educational | $500 |
| Preservation Society of Newport Cou | |||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | None | Public | Cultural | $500 |
| Friends of Pennington Library | |||||||
| 30 North Main Street | Pennington | NJ | 08534 | None | Public | Community | $250 |
| Georgetown University | |||||||
| 3700 O St NW | Washington DC | DC | 20057 | None | Public | Scholarship | $1,000 |
| Fairfield University | |||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | None | Public | Scholoarship | $1,000 |
| Independence Seaport Museum | |||||||
| 211 South Christopher Columbus Blvd | Philadelphia | PA | 19106 | None | Public | Museum Maintenance | $300 |
| Rocking the Boat | |||||||
| 812 Edgewater Road | Bronx | NY | 10474 | None | Public | Advancement | $1,500 |
| CAPE ELETHRA FOUNDATION | |||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | None | Public | EDUCATIONAL | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW | ATALANTA | GA | 30303 | None | Public | health | $750 |
| Doctors Without Boarders | |||||||
| 333 7Th Avenue | New York | NY | 10001 | None | Public | Children's Issues | $500 |
| HABITAT FOR HUMANITY | |||||||
| 270 PEACHTREE STREET NW | ATLANTA | GA | 30303 | None | PUBLIC | HABITAT | $7,500 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | None | PC | HEALTH | $500 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESNUT HILL | MA | 02467 | None | PC | EDUCATIONAL | $1,000 |
| MONMOUTH MEDICAL CTR | |||||||
| 300 2ND AVE | LONG BRANCH | NJ | 07740 | None | PC | HEALTH and Education | $206,485 |
| SAINT GEORGE CHURCH | |||||||
| 1370 RIVER ROAD | TITUSVILLE | NJ | 08560 | None | PC | Religious | $1,200 |
| Upper Makefield Fire Co | |||||||
| 1221 Taylorsville Rd | Washington Crossing | PA | 18977 | None | PC | Community Support | $100 |
| St Jude Childrens Research | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | Childrens Research Cancer | $500 |
| ST MARYS MEDICAL | |||||||
| 1201 NEWTOWN LANGHORNE RD | LANGHORNE | PA | 19047 | None | Public | Health | $1,000 |
| ANGEL 34 FOUNDATION | |||||||
| 750 CENTER RD | NAZARETH | PA | 18064 | None | PC | FIGHT CHILDHOOD CANCER | $1,000 |
| SAILING FOUNDATION OF BARNEGAT BAY | |||||||
| PO BOX 1227 | ISLAND HEIGHTS | NJ | 08732 | None | Public | Community | $500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | None | PC | Community | $7,500 |
| Hopewell Keroka Alliance | |||||||
| PO Box 67 | Pennington | NJ | 08534 | None | PC | Community | $2,000 |
| Lavallette First Aid Squad | |||||||
| PO Box 334 | Lavallette | NJ | 08735 | None | PC | Community | $100 |
| Leukemia Lymphoma Society | |||||||
| 528 Fellowship Rd | Mount Laurel | NJ | 08054 | None | PC | Community | $1,525 |
| Lucky 7 Angels | |||||||
| 1 Blackfield Drive 411 | Tiburon | CA | 94920 | None | PC | Community | $2,500 |
| Queenship of Mary | |||||||
| 1324 Newport Ave | Northampton | PA | 18067 | None | PC | Community | $500 |
| SailABration | |||||||
| 124 SWAN POINT RD | LAVALLETTE | NJ | 08735 | None | COMMUNITY | $375 | |
| SistaSoccer INC | |||||||
| 23 Pancoast Road | Waretown | NJ | 08758 | None | PC | Community | $100 |
| WEBB Institute | |||||||
| 298 Crescent Beach Road | Glen Cove | NY | 11542 | None | PC | Community | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $790,205 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $417,132 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $417,132 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,857 | 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 | James R Sharon Maida | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Independence Way | AddressLine1Txt |
| City | Titusville NJ | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,021,198 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $2,021,198 | FairMarketValueAmt |
| Received | 2017-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,145 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,145 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock-Corporations | StockNm |
| EOY Book Value | $3,665,886 | EOYBookValueAmt |
| EOYFMV | $4,392,490 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Marketable Securities | FMV | ||
| Mutual Funds | FMV | $1,793,630 | $1,814,656 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NJ Registration | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $47,157 | Amt |
| Net Investment Income | $47,157 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $1,883 | |
| Foreign TAxes | $3,882 | $3,882 |