JAMES R AND SHARON OMARA MAIDA FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R AND SHARON OMARA MAIDA FOUNDATION INC (EIN 22-3479321)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201621379349100837
- Schema version
- 2015v2.0
- 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
- 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 | 2016-05-16T07:10:22-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | 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 | 2016-05-16 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,322,279 | 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 | $995,245 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,899,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,411 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,247,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,843 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,597 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,597 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,922 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $739,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $739,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $788,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $743,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $458,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,090,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,279,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,279,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,149,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,393,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,820,396 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,217,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,243,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,222,173 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,458,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,916,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,322,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,458,198 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,916,858 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,458,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,916,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,458,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,916,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,458,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $458,660 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,916,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,916,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanlet S/T A/c # 111725-066 | P | 2015-01-01 | 2016-06-06 | $1,293,888 | $1,266,850 | $27,038 | $27,038 |
| Morgan Stanley L/T A/C# 111725-066 | P | 2014-01-01 | 2015-06-06 | $605,817 | $427,444 | $178,373 | $178,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,411 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $531,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,468,256 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.15333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $336,346 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,338,085 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10076 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,397 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,572,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,331 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,642,568 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04830 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,415,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05430 | DistributionYr5Rt |
| Total Distribution | 0.424328 | TotalDistributionRt |
| Average Distribution | 0.084866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,892,650 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $415,220 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,093 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,313 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $743,380 | 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 | $2,093 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,093 | SubtotalAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $2,143 | 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 | $225,000 | Expenses2Amt |
| Description3 | Monmouth Medical Center | Description3Txt |
| Expenses3 | $205,350 | Expenses3Amt |
| Description4 | KUTZTOWN UNIVERSITY | Description4Txt |
| Expenses4 | $11,100 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,710,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,256,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,967,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,967,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,892,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,093 | TotalTaxAmt |
| Distributable Before Adj | $242,540 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $242,540 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $242,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $743,380 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $743,380 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,093 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $741,287 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,540 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $33,861 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $363,357 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $573,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $743,380 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $500,840 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,074,525 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,068,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $33,861 | ExcessFromYear3Amt |
| Excess From Year2 | $170,190 | ExcessFromYear2Amt |
| Excess From Year1 | $363,357 | ExcessFromYear1Amt |
| Excess From Current Year | $500,840 | 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 (36 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 | $225,000 |
| Kutztown Univer of PA | |||||||
| Kutztown Rd | Kutztown PA | PA | 19530 | None | Public | Scholarship | $11,100 |
| Mt Carmel Guild | |||||||
| 73 North Clinton Avenue | TrentonNJ | NJ | 08609 | 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 | $1,400 |
| 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 |
| YWCA OF TRENTON | |||||||
| 140 East Hanover Street | TRENTON | NJ | 08608 | None | Public | Children's Issues | $350 |
| Hopewell Valley Education Foundatio | |||||||
| PO Box 553 | Penington | NJ | 08534 | None | Public | Educational | $1,000 |
| National Sailing Hall of Fame | |||||||
| 69 Prince George Street | Annapolis | MD | 21401 | None | Public | Cultural | $250 |
| Hopewell Valley Recreation Foundati | |||||||
| PO Box 491 | Pennington | NJ | 08534 | None | Public | Community | $500 |
| Island Heights Sailing Foundation | |||||||
| PO Box 1227 | Island Heights | NJ | 08732 | None | Public | Community | $100 |
| 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 | $500 |
| 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 | $31,000 |
| Independence Seaport Museum | |||||||
| 211 South Christopher Columbus Blvd | Philadelphia | PA | 19106 | None | Public | Museum Maintenance | $130 |
| Hopewell Valley High School | |||||||
| 259 Pennington-Titusville Road | Pennington | NJ | 08534 | None | Public | Education | $600 |
| Rocking the Boat | |||||||
| 812 Edgewater Road | Bronx | NY | 10474 | None | Public | Advancement | $1,000 |
| Rutgers Camden Law Alumni Assn | |||||||
| 303 Cooper Street | Camden | NJ | 08102 | None | Public | Scholarship | $1,000 |
| HVCHS PTO | |||||||
| 259 PENNINGTON TITUSVILLE RD | PENNINGTON | NJ | 08534 | None | Public | EDUCATIONAL | $1,500 |
| CAPE ELETHRA FOUNDATION | |||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | None | Public | EDUCATIONAL | $10,000 |
| 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 |
| WOUNDED WARRIOR PROJECT | |||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | None | PUBLIC | VETERAN | $500 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | None | PC | HEALTH | $500 |
| MONMOUTH MEDICAL CTR | |||||||
| 300 2ND AVE | LONG BRANCH | NJ | 07740 | None | PC | HEALTH | $205,350 |
| SACRED VALLEY HEALTH | |||||||
| 214 SUMMIT AVE E 201 | SEATTLE | WA | 98102 | None | PC | Health | $1,000 |
| SAINT GEORGE CHURCH | |||||||
| 1370 RIVER ROAD | TITUSVILLE | NJ | 08560 | None | PC | Religious | $1,000 |
| 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 |
| NJTL of Trenton Inc | |||||||
| 949 W STATE ST | TRENTON | NJ | 08618 | None | PC | Community Health | $500 |
| AVON 39 | |||||||
| 440 Ninth Avenue 17th Floor | New York | NY | 10001 | None | PC | Cancer Reasearch | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $739,480 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $205,411 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $205,411 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,843 | 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 | $995,245 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Securities-Partnership,LLC or trust interest. | NoncashPropertyDesc |
| Fair Market Value | $995,245 | FairMarketValueAmt |
| Received | 2015-11-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock-Corporations | StockNm |
| EOY Book Value | $2,393,334 | EOYBookValueAmt |
| EOYFMV | $2,820,396 | 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 | $1,243,813 | $1,222,173 |
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 |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $40,597 | Amt |
| Net Investment Income | $40,597 | 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 | $2,499 | |
| Foreign TAxes | $1,922 | $1,922 |