Geraldine R Dodge Foundation Incorporated in Morristown, New Jersey (NJ)

Organization representatives - add corrected or new information about Geraldine R Dodge Foundation Incorporated »

Non-representatives - add comments about Geraldine R Dodge Foundation Incorporated»

Geraldine R Dodge Foundation Incorporated
Employer Identification Number (EIN)237406010
Name of OrganizationGeraldine R Dodge Foundation Incorporated
In Care of NameCynthia Evans
Address14 Maple Ave Ste 400, Morristown, NJ 07960-5451
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date01/1975
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$292,440,610
Amount of Income$37,144,426
Form 990 Revenue Amount$16,361,964
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


Non-representatives - add comments:


CAPTCHA

Your IP address 3.140.188.174 will be logged.

Amount of income in 2013: $37,144,426 (it was $41,124,524 in 2012)
Geraldine R Dodge Foundation Incorporated: 

 $37,144,426
Other organizations performing similar types of work: 

 $105,489

Assets in 2013: $292,440,610 (it was $261,892,862 in 2012)
This organization: 

 $292,440,610
Other organizations performing similar types of work: 

 $325,460

Expenses in 2013: $17,745,835
Geraldine R Dodge Foundation Incorporated: 

 $17,745,835
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2013: 2.1
Geraldine R Dodge Foundation Incorporated: 

 2.1
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 4.4%
Geraldine R Dodge Foundation Incorporated: 

 4.4%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$19,724,001$16,082,180$84,200
Contributions, gifts, grants, etc., received$877,000
Interest on savings and temporary cash investments$475,409
Dividends and interest from securities$2,709,232
Gross rents$0
Gross sales price for all assets$32,992,335
Gross profit from sales of goods$0
Other income$90,450
Other$15,571,910
Total expenses and disbursements$17,745,835$1,079,031$84,200$13,892,382
Compensation of officers, directors, trustees, etc.$533,000
Pension plans, employee benefits$727,690
Legal fees$9,320
Accounting fees$52,780
Interest$0
Depreciation$157,820
Occupancy$523,188
Travel, conferences, and meetings$87,684
Printing and publications$0
Total operating and administrative expenses$5,135,239$1,079,031$2,765,105
Contributions, gifts, grants paid$12,610,596
Excess of revenue over expenses and disbursements$1,978,166
Net investment income$15,003,149
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$244,683,872$244,683,872$261,892,862$261,892,862$292,440,610$292,440,610
Cash - non-interest-bearing$4,069,197$6,288,584$6,252,645
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$129,723,313$142,379,703$153,926,449
Investments-corporate bonds$15,658,361$10,500,276$14,838,242
Investments-mortgage loans$0$0$0
Investments-other$90,839,165$99,988,283$115,845,078
Other assets$2,500,000$1,000,000$0
Total liabilities$2,088,400$2,982,521$4,115,504
Mortgages and other notes payable$0$0$0
Other liabilities$1,033,037$1,404,182$2,053,846
Total liabilities and net assets/fund balances$242,595,472$258,910,341$288,325,106
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$7,164,576$12,481,979$15,571,910
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$164,199$203,427$300,063
Total credits and payments$181,990$300,000$361,573
Current year estimated tax payments and previous year's overpayment credited to current year$181,990$255,000$321,573
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$45,000$40,000
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0$0
Overpayment$17,791$96,573$61,510
Amount to be credited to next year's estimated tax$0$96,573$61,510
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNoNo
Has the foundation filed a tax return on Form 990-T for this year?YesYesYes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?YesYesYes
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$258,392,908$252,026,762$275,167,093
Net value of noncharitable-use assets$254,517,014$248,246,361$271,039,587
Minimum investment return$12,725,851$12,412,318$13,551,979
Distributable Amount
201120122013
Distributable amount$12,561,652$12,208,891$13,251,916
Undistributed Income
201120122013
Distributable amount for this year$12,561,652$12,208,891$13,251,916
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$1,792,660
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
$6,250$0
$0$74,200
$0$10,000
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$475,409$0
Dividends and interest from securities$2,668,070$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Geraldine R Dodge Foundation Incorporated to others? (optional)
  
Add photo of Geraldine R Dodge Foundation Incorporated (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Segal Family Foundation Inc776 Mountain Blvd, Watchung, NJ 07069-6269NJ2004-07$182,368,869
2The Hirair And Anna Hovnanian Foundation Inc4000 Route 66, Tinton Falls, NJ 07753-7300NJ1987-01$51,056,068
3John C Lasko Foundation Tr, John C Lasko TteePO BOX 1501, Pennington, NJ 08534-0671NJ2009-12$47,664,946
4Sam J Frankino Foundation1101 Wheaton Ave Ste 100, Millville, NJ 08332-2003NJ2006-12$11,860,380
5Hough FoundationPO BOX 1501, Pennington, NJ 08534-0671NJ2011-09$10,139,561
6Steven And Beverly Rubenstein Charitable Foundation Inc101 E Main St, Little Falls, NJ 07424-5608NJ2003-11$8,746,522
7Shumway Foundation, Chris W Shumway TteeC/O Untracht Early 325 Columbia, Florham Park, NJ 07932NJ2006-12$8,280,303
8Focus Autism Inc776 Mountain Blvd, Watchung, NJ 07069-6269NJ2010-12$6,515,713
9Spruance Foundation IiPO BOX 1501, Pennington, NJ 08534-0671NJ2014-09$5,747,684
10Richard And Loan Hill Family FoundationPO BOX 1560, Pennington, NJ 08534-0746NJ2011-02$5,600,768
11Pucillo Fam Foundation46 Hathaway Ln, Essex Fells, NJ 07021-1305NJ2012-09$5,523,858
12The Honickman Charitable Fund8275 Route 130, Pennsauken, NJ 08110-1435NJ1999-03$5,460,720
13Ews FoundationPO BOX 1501, Pennington, NJ 08534-0671NJ2013-08$5,460,197
14Schaefer Family Foundation Inc817 Warwick Tpke, Hewitt, NJ 07421-1757NJ1999-08$5,153,397
15The Eliahou Joseph Shamah And David Shamah Foundation IncPO BOX 627, Princeton, NJ 08542-0627NJ2007-10$4,373,875
16Susan Lang Foundation Inc, Arnell Nathan Ttee75 Main St Ste 203, Millburn, NJ 07041-1322NJ2001-07$4,054,557
17Lakeshore Foundation 04052011, Hadley Grousbeck Et Al TteePO BOX 730, Pt Pleasant, NJ 08742-0730NJ2011-09$3,786,332
18Swain Barber Foundation Dated March 28 2011, Peter Walker Grousbeck Et Al TteePO BOX 730, Pt Pleasant, NJ 08742-0730NJ2011-09$3,777,077
19Cabin Road Foundation 04042011, Anne Grousbeck Matt Et Al TteePO BOX 730, Pt Pleasant, NJ 08742-0730NJ2011-09$3,724,721
20Grousbeck Tr 04202011, Wycliffe K Grousbeck Et Al TteePO BOX 730, Pt Pleasant, NJ 08742-0730NJ2011-09$3,692,313
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Geraldine R Dodge Foundation Incorporated and has no official or unofficial affiliation with Geraldine R Dodge Foundation Incorporated