A LENDING HAND FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- A LENDING HAND FOUNDATION INC (EIN 02-0654963)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201542239349100519
- Schema version
- 2014v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T12:32:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 CENTRAL AVENUE | AddressLine1Txt |
| City | LINWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020654963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A LENDING HAND FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | FORMERLY CHAUNCEY SHEY AND CINDY QIU FOU | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEN | BusinessNameControlTxt |
| Phone | 2038947823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 CENTRAL AVENUE | AddressLine1Txt |
| City | LINWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY QIU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2038947823 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA E PARKER | PreparerPersonNm |
| PTIN | P00329352 | PTIN |
| Phone | 6099272222 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,400,087 | 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 | $1,002,070 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,152,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,632 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,632 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,540 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,540 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $158 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $509 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $938,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,479 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,741 | CashBOYAmt |
| Cash EOY | $485,249 | CashEOYAmt |
| Cash EOYFMV | $485,249 | CashEOYFMVAmt |
| US Government Obligations BOY | $26,800 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $44,301 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $45,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $239,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $592,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $647,766 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,187 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $94,490 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $96,742 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $52,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,653 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,002 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $399,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,338,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,400,087 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $399,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,338,488 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $399,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,338,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $399,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,338,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $399,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $938,556 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,338,488 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,338,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 07001 | P | 2014-01-01 | 2014-12-31 | $47,871 | $42,639 | $5,232 | $5,232 |
| MERRILL LYNCH 07001 | P | 2014-01-01 | 2014-12-31 | $12,395 | $12,362 | $33 | $33 |
| MERRILL LYNCH 07001 | P | 2013-01-01 | 2014-12-31 | $126,117 | $84,877 | $41,240 | $41,240 |
| MERRILL LYNCH 07001 | P | 2013-01-01 | 2014-12-31 | $72,167 | $58,226 | $13,941 | $13,941 |
| MERRILL LYNCH 07001 | P | 2014-01-01 | 2014-12-31 | $303 | $303 | $303 | |
| MERRILL LYNCH - DEKANIA 04004 | D | 2010-01-01 | 2014-12-31 | $97,447 | $19,489 | $77,958 | $77,958 |
| CAPITAL GAINS DIVIDENDS | P | $420 | $420 | $420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $484,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $471,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055128 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $483,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051741 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $412,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060663 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,030 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $305,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078645 | DistributionYr5Rt |
| Total Distribution | 0.302915 | TotalDistributionRt |
| Average Distribution | 0.060583 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $530,157 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Tax Due | $615 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JASON HSU | IndividualWithBooksNm |
| Phone | 2038947823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 ALDINGHAM CIRCLE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| CHAUNCEY SHEY | ||||||||
| C/O 19 ALDINGHAM CIRCLE | EAST BRUNSWICK | NJ | 08816 | PRESIDENT, TREASURER | 0.00 | $0 | $0 | $0 |
| CINDY QIU | ||||||||
| C/O 19 ALDINGHAM CIRCLE | EAST BRUNSWICK | NJ | 08816 | VICE PRES., SECRETARY | 0.00 | $0 | $0 | $0 |
| JASON HSU | ||||||||
| C/O SHEY 19 ALDINGHAM CIRCLE | EAST BRUNSWICK | NJ | 08816 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $459,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $538,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $538,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $530,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,375 | TotalTaxAmt |
| Distributable Before Adj | $25,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,375 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $198,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,913 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $174,867 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $196,668 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,913 | ExcessFromYear4Amt |
| Excess From Year3 | $1,445 | ExcessFromYear3Amt |
| Excess From Year2 | $2,646 | ExcessFromYear2Amt |
| Excess From Year1 | $4,008 | ExcessFromYear1Amt |
| Excess From Current Year | $174,867 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHAUNCEY SHEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALUMNI AND DEVELOPMENT RECORDS-DUKE UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90581 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277080581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,388 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | CHAUNCEY SHEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRIEDMAN LLP 327 CENTRAL AVE | AddressLine1Txt |
| City | LINWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,002,070 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,070 | Amt |
| Net Investment Income | $2,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $94,490 | EOYBookValueAmt |
| EOYFMV | $96,742 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $592,795 | EOYBookValueAmt |
| EOYFMV | $647,766 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $44,301 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $45,328 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $121,653 | BookValueAmt |
| EOYFMV | $125,002 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,632 | LegalFeesAmt |
| Net Investment Income | $3,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $30 | $30 | $0 |
| MISC FEES | $229 | $229 | $0 |
| NJ CAR 100 | $250 | $250 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH CONSULT FEES | CategoryTxt |
| Amt | $6,540 | Amt |
| Net Investment Income | $6,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $158 | $158 | $0 |
| FEDERAL TAX | $993 | $0 | $0 |