SIPPRELLE CHARITABLE CORP: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SIPPRELLE CHARITABLE CORP (EIN 84-1663545)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-30
- IRS object ID
- 201331509349100203
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-30T11:04:37-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVENUE | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841663545 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIPPRELLE CHARITABLE CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TRACY SIPPRELLE | InCareOfName |
| Name Control | SIPP | NameControl |
| Phone | 6096889711 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TRACY SIPPRELLE | AddressLine1 |
| Address Line2 | 15 HODGE ROAD Suite | AddressLine2 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085402504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT SIPPRELLE | Name |
| Title | MANAGER | Title |
| Phone | 5168748800 | Phone |
| Date Signed | 2013-05-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168748800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2621803 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 57 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 57 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 17329 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17329 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 450346 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2936489 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 450346 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11161 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 10846 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 478893 | TotalRevenueAndExpenses |
| Total Net Investment Income | 478578 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4890 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2445 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2445 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5315 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 50 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10255 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2445 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2495 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 119055 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2445 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 111295 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 359838 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 476133 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 103501 | CashBOY |
| Cash EOY | 2294403 | CashEOY |
| Cash EOYFMV | 2294403 | CashEOYFMV |
| Investments Corp Stock BOY | 1974383 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 143319 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 327400 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2077884 | TotalAssetsBOY |
| Total Assets EOY | 2437722 | TotalAssetsEOY |
| Total Assets EOYFMV | 2621803 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2077884 | RetainedEarningsBOY |
| Retained Earnings EOY | 2437722 | RetainedEarningsEOY |
| Total Net Assets BOY | 2077884 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2437722 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2077884 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2437722 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2077884 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 359838 | ExcessOfRevenueOverExpenses |
| Subtotal | 2437722 | Subtotal |
| Total Net Assets Fund Balances EOY | 2437722 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 1831629 | 1639082 | 192547 | 192547 |
| PUBLICLY TRADED SECURITIES | 1104860 | 847061 | 257799 | 257799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 450346 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 840458 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2778167 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.302522 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 597869 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2914646 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.205126 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 180324 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2590737 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.069603 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 405867 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 279953 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.449768 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 344332 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 507618 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.678329 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.705348 | TotalDistributionRatio |
| Average Distribution Ratio | 0.54107 | AverageDistributionRatio |
| Net Noncharitable Assets | 2464897 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1333682 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4761 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1338443 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 111295 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 9523 | InvestmentIncomeExciseTax |
| Subtotal | 9523 | Subtotal |
| Tax Based On Investment Income | 9523 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5315 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7000 | TaxPaidWithExtension |
| Total Credits And Payments | 12315 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 39 | PenaltyForUnderpayment |
| Overpayment | 2753 | Overpayment |
| Amount Credited To Next Year | 2753 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACY SIPPRELLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6096889711 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 HODGE ROAD | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085402504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| TRACY SIPPRELLE | ||||||
| 15 HODGE ROAD | PRINCETON | NJ | 08540 | TRUSTEE & PRESIDENT | 0 | 0 |
| SCOTT SIPPRELLE | ||||||
| 15 HODGE ROAD | PRINCETON | NJ | 08540 | TRUSTEE & TREASURER | 0 | 0 |
| KEITH SIPPRELLE | ||||||
| C/O VAN ETTEN SUSUMOTO SIPPRELLE | WESTLAKE VILLAGE | CA | 91362 | TRUSTEE & SECRETARY | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1692386 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 810047 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2502433 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2502433 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37536 | CashDeemedCharitable |
| Net Noncharitable Assets | 2464897 | NetNoncharitableAssets |
| Minimum Investment Return | 123245 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 123245 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9523 | TaxBasedOnInvestmentIncome |
| Total Tax | 9523 | TotalTax |
| Distributable Amount Before Adj | 113722 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 113722 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 113722 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 111295 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 111295 | QualifyingDistributions |
| Adj Qualifying Distributions | 111295 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 113722 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 320643 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 392295 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 70774 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 452299 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 706083 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1942094 | TotalExcessDistriCarryover |
| Qualifying Distributions | 111295 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 111295 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2427 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2427 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1939667 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 318216 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1621451 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 392295 | ExcessFromYear4 |
| Excess From Year3 | 70774 | ExcessFromYear3 |
| Excess From Year2 | 452299 | ExcessFromYear2 |
| Excess From Year1 | 706083 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | SCOTT SIPPRELLE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ATTITUDES IN REVERSE | |||||||
| PO BOX 3127 | PRINCETON | NJ | 08543 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - SUICIDE PREVENTION | $1,500 |
| BATES COLLEGE | |||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - EDUCATION | $1,000 |
| ALEXANDER HAMILTON INSTITUTE | |||||||
| 21 W PARK ROW | CLINTON | NY | 13323 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - EDUCATION, WESTERN CIVILIZATION | $7,500 |
| GROVER CLEVELAND BIRTHPLACE | |||||||
| 207 BLOOMFIELD AVENUE | CALDWELL | NJ | 07006 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - AMERICAN HISTORY | $300 |
| HISTORICAL SOCIETY OF PRINCETON | |||||||
| 158 NASSAU STREET | PRINCETON | NJ | 08542 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - LOCAL HISTORY PRESERVATION | $63,000 |
| COMMUNITY OPTIONS INC | |||||||
| 16 FARBER ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - RESIDENTIAL AND EMPLOYMENT SUPPORT SERVICES FOR PEOPLE WITH DISABILITIES | $10,000 |
| D&R GREENWAY LAND TRUST | |||||||
| 1 PRESERVATION PLACE | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - NJ LAND PRESERVATION | $500 |
| EDUCATE HER INC | |||||||
| 226 W OJAI AVE STE 101-525 | OJAI | CA | 93023 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - EDUCATION & TECHNOLOGY SERVICES | $1,500 |
| GOOD GRIEF INC | |||||||
| 38 ELM STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GRIEF SUPPORT PROGRAMS | $500 |
| MIDDLETOWN NEW JERSEY HURRICANE SANDY FUND | |||||||
| PO BOX 4068 | MIDDLETOWN | NJ | 07748 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - HURRICANE RELIEF | $10,000 |
| HISTORIC MORVEN | |||||||
| 55 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - LANDMARK PRESERVATION | $500 |
| REAGAN RANCH | |||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - CONSERVATION AND PRESERVATION | $1,000 |
| ST NICHOLAS PROJECT | |||||||
| C/O YWCA PRINCETON 59 PAUL ROBESON | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - COMMUNITY SUPPORT | $500 |
| USO | |||||||
| PO BOX 96322 | WASHINGTON | DC | 96322 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - MILITARY SUPPORT | $500 |
| LT DENNIS W ZILINSKI II MEMORIAL FUND | |||||||
| PO BOX 35 | HOLMDEL | NJ | 07733 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - MILITARY MORALE AND SUPPORT | $500 |
| PRINCETON ACADEMY OF THE SACRED HEART | |||||||
| 1128 GREAT ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - EDUCATION | $5,000 |
| OPEN SPACE INSTITUTE | |||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| PRINCETON AREA COMMUNITY FOUNDATION | |||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - COMMUNITY SUPPORT | $1,000 |
| PRINCETON FIRST AID & RESCUE SQUAD | |||||||
| 237 N HARRISON ST | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - EMERGENCY MEDICAL SERVICES | $1,000 |
| KIDNEY & UROLOGY FOUNDATION | |||||||
| 2 WEST 47TH STREET SUITE 401 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| PRINCETON PUBLIC LIBRARY | |||||||
| 65 WITHERSPOON STREET | PRINCETON | NJ | 08542 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - LIBRARY | $500 |
| PRINCETON UNIVERSITY LIBARARY | |||||||
| 1 WASHINGTON ROAD | PRINCETON | NJ | 08544 | NONE | NONE | CHARITABLE CONTRIBUTION - LIBRARY SERVICES | $1,000 |
| PRINCETON SYMPHONY | |||||||
| PO BOX 250 | PRINCETON | NJ | 08542 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - CONCERTS, LECTURES, AND CHILDREN'S PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,329 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $450,346 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| EXCISE TAX REFUND | 01 | $315 |
| CLASS ACTION SETTLEMENT | 01 | $10,846 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $478,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 478893 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,890 | Amount |
| Net Investment Income | 2445 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2445 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N//A | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1,500 SHS GOOGLE INC | ||
| 10,000 SHS WILLIAMS COMPANIES | 143319 | 327400 |
| 40,000 SHS GENWORTH FINANCIAL | ||
| 25,000 SHS MORGAN STANLEY | ||
| 25,000 SHS SLM CORPORATION |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 50 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX REFUND | 315 | |
| RENTEK CLASS ACTION SETTLEMENT | 10846 | 10846 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF TAXES | Category |
| Amount | $5,315 | Amount |