JAMES R AND SHARON OMARA MAIDA FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R AND SHARON OMARA MAIDA FOUNDATION INC (EIN 22-3479321)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349100205
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T06:20:30-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maida Mackler LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139A Old Trenton Rd | AddressLine1 |
| City | Cranbury | City |
| State | NJ | State |
| ZIP Code | 08512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223479321 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The James and Sharon Maida Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 6098826874 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Avenue | AddressLine1 |
| City | Trenton | City |
| State | NJ | State |
| ZIP Code | 08618 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James R Maida | Name |
| Title | President | Title |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph C Maida CPA | Name |
| Phone | 6098826874 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1667690 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 249926 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 11984 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11984 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 113403 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2136851 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 113403 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 375313 | TotalRevenueAndExpenses |
| Total Net Investment Income | 125387 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3450 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3450 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 197 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 197 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 7124 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7124 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 10771 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10771 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79331 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79331 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 90102 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10771 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79331 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 285211 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 114616 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 442660 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 758911 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 690185 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 618840 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 803914 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 738992 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 489281 | InvestmentsOtherBOY |
| Investments Other EOY | 273164 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 238513 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 2 | OtherAssetsEOY |
| Total Assets BOY | 1550781 | TotalAssetsBOY |
| Total Assets EOY | 1835991 | TotalAssetsEOY |
| Total Assets EOYFMV | 1667690 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 1 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1550780 | CapitalStockBOY |
| Capital Stock EOY | 1835991 | CapitalStockEOY |
| Total Net Assets BOY | 1550780 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1835991 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1550781 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1835991 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1550780 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 285211 | ExcessOfRevenueOverExpenses |
| Subtotal | 1835991 | Subtotal |
| Total Net Assets Fund Balances EOY | 1835991 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 113403 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2826 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 76850 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1415404 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05430 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54947 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1116251 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04923 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 50852 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 543394 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.09358 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40220 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1012715 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03972 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35105 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 603255 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05819 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.29501 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05900 | AverageDistributionRatio |
| Net Noncharitable Assets | 1642568 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 96915 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1146 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 98061 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79331 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2292 | InvestmentIncomeExciseTax |
| Subtotal | 2292 | Subtotal |
| Tax Based On Investment Income | 2292 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 2297 | TaxDue |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | 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 | James R Maida | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6098826874 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Ave Trenton NJ | AddressLine1 |
| City | Trenton | City |
| State | NJ | State |
| ZIP Code | 08618 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| 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 |
|---|---|---|---|---|---|---|
| Elaine L Maida | ||||||
| 855 Parkway Avenue | Trenton | NJ | 08618 | Trustee | 0.00 | 0 |
| Sharon O Maida | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | 0 |
| James R Maida | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Rutgers Law School-Scholarship | Description1 |
| Expenses1 | 20500 | Expenses1 |
| Description2 | Lehigh University-Scholarship | Description2 |
| Expenses2 | 25000 | Expenses2 |
| Description3 | Kutztown University-Scholarship | Description3 |
| Expenses3 | 11100 | Expenses3 |
| Description4 | KIMBALL MEDICAL CENTER-Reasearch | Description4 |
| Expenses4 | 5000 | Expenses4 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 738992 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 690077 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 238513 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1667582 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1667582 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25014 | CashDeemedCharitable |
| Net Noncharitable Assets | 1642568 | NetNoncharitableAssets |
| Minimum Investment Return | 82128 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82128 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2292 | TaxBasedOnInvestmentIncome |
| Total Tax | 2292 | TotalTax |
| Distributable Amount Before Adj | 79836 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 79836 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 79836 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79331 | ExpensesAndContributions |
| Qualifying Distributions | 79331 | QualifyingDistributions |
| Adj Qualifying Distributions | 79331 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 79836 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 5023 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 23773 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 6277 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 35073 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79331 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 79331 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 505 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 505 | ExcessDistriCyovAppliedCY |
| Total Corpus | 34568 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 4518 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 30050 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 23773 | ExcessFromYear3 |
| Excess From Year1 | 6277 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sharon O Maida | ContributingManager |
| Contributing Manager | James R Maida | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| American Diabetes Association | |||||||
| 1701 North Beauregard Street | Alexandria | VA | 22311 | None | Public | Memorial | $100 |
| Anchor House | |||||||
| 482 Center Street | Trenton | NJ | 08611 | None | Public | Children's Issues | $200 |
| Friends of Pennington Library | |||||||
| 30 North Main Street | Pennington | NJ | 08534 | None | Public | Community | $100 |
| Preservation Society of Newport Cou | |||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | None | Public | Cultural | $500 |
| Island Heights Sailing Foundation | |||||||
| PO Box 1227 | Island Heights | NJ | 08732 | None | Public | Community | $500 |
| Pennington Fire Company | |||||||
| PO Box 141 | Pennington | NJ | 08534 | None | Public | Community | $250 |
| Capital Health Foundation | |||||||
| 433 Bellevue Avenue 1st Floor | Trenton | NJ | 08618 | None | Public | Community | $1,000 |
| MS Society | |||||||
| 246 Monmouth Road | Oakhurst | NJ | 07755 | None | Public | Research | $100 |
| Hopewell Valley Recreation Foundati | |||||||
| PO Box 491 | Pennington | NJ | 08534 | None | Public | Community | $2,500 |
| National Sailing Hall of Fame | |||||||
| 69 Prince George Street | Annapolis | MD | 21401 | None | Public | Cultural | $2,500 |
| Autism Speaks | |||||||
| 1 East 33rd Street 4th Floor | New York | NY | 10016 | None | Public | Memorial | $250 |
| Hopewell Valley Education Foundatio | |||||||
| PO Box 553 | Penington | NJ | 08534 | None | Public | Educational | $2,356 |
| Hopewell Valley Soccer Association | |||||||
| PO Box 185 | Pennington | NJ | 08534 | None | Public | Children's Issues | $200 |
| Make A Wish FDTN of NJ | |||||||
| 1034 SALEM ROAD | UNION | NJ | 07083 | None | Public | Children's Issues | $100 |
| Susan G Komen | |||||||
| 1200 W 35th Street Suite 360 | Chicago | IL | 60609 | None | Public | Memorial | $100 |
| YWCA OF TRENTON | |||||||
| 140 East Hanover Street | TRENTON | NJ | 08608 | None | Public | Children's Issues | $500 |
| AER | |||||||
| 1703 N Beauregard Street Suite 440 | Alexandria | VA | 22311 | None | Public | Children's Issues | $250 |
| Rutgers University Foundation | |||||||
| 120 Albany Street | New Brunswick | NJ | 08901 | None | Public | Scholarship | $20,500 |
| Trenton Area Soup Kitchen | |||||||
| 72 1/2 Escher Street | Trenton | NJ | 08609 | None | Public | Cultural | $1,500 |
| Save Barnegat Bay | |||||||
| 906-B Grand Central Ave | Lavallette | NJ | 08735 | None | Public | Cultural | $1,000 |
| Kimball Medical Center Foundation | |||||||
| 95 Old Short Hills Road | West Orange | NJ | 07052 | None | Public | Research | $5,000 |
| Homefront | |||||||
| 1880 princeton Ave | Lawerenceville | NJ | 08648 | None | Public | Children's Issues | $500 |
| Colonial Williamsburg Fund | |||||||
| PO Box 1776 | Williamsburg | VA | 23187 | None | Public | Cultural | $250 |
| Bishops Annual Appeal | |||||||
| 701 Lawrenceville Road | Trenton | NJ | 08638 | None | Public | Religious | $450 |
| Girl Scouts of Delaware Raritan | |||||||
| 108 Church Lane | East Brunswick | NJ | 08816 | None | Public | Children's Issues | $100 |
| Mercer Street Friends | |||||||
| 151 Mercer Street | Trenton | NJ | 08611 | None | Public | Children's Issues | $1,000 |
| Historical Society of Princeton | |||||||
| 158 Nassau Street | Princeton | NJ | 08542 | None | Public | Cultural | $250 |
| National Jr Tennis League of Trento | |||||||
| 439 South Broad Street Suite 108 | Trenton | NJ | 08611 | None | Public | Children's Issues | $325 |
| BBYRA | |||||||
| PO Box 4237 | Brick | NJ | 08723 | None | Public | Children's Issues | $100 |
| Mt Carmel Guild | |||||||
| 73 North Clinton Avenue | TrentonNJ | NJ | 08609 | None | Public | Children's Issues | $750 |
| Kutztown Univer of PA | |||||||
| Kutztown Rd | Kutztown PA | PA | 19530 | None | Public | Scholarship | $11,100 |
| Lehigh University | |||||||
| 27 Memorial Drive West | Bethlehem PA | PA | 18015 | None | Public | Scholarship | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79331 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,984 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 113403 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,984 | ExclusionAmount |
| Related Or Exempt Function Income | 113403 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 125387 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | James R Sharon Maida | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Independence Way | AddressLine1 |
| City | Titusville NJ | City |
| State | NJ | State |
| ZIP Code | 08560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 249926 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | Publicly Traded Securities | NoncashPropertyDescription |
| Fair Market Value | 249926 | FairMarketValue |
| Date Received | 2011-12-06 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Accounting | Category |
| Amount | $3,450 | Amount |
| Net Investment Income | 3450 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Brokerage Statements attached for gains and losses. Too many transactions to list individually. | Explanation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Office | 280 | 280 |
| Investment Fees | 6844 | 6844 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | Category |
| Amount | $197 | Amount |
| Net Investment Income | 197 | NetInvestmentIncome |