James Family Charitable Foundation in Livingston, New Jersey (NJ)

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James Family Charitable Foundation
Employer Identification Number (EIN)137051493
Name of OrganizationJames Family Charitable Foundation
In Care of NameCappiccille
AddressC/O Cappiccille 615 W Mt Pleasant, Livingston, NJ 07039
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1994
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$73,054,328
Amount of Income$21,608,564
Form 990 Revenue Amount$21,933,890
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations


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Amount of income in 2013: $21,608,564 (it was $67,625,794 in 2012)
James Family Charitable Foundation: 

 $21,608,564
Other organizations performing similar types of work: 

 $92,093

Assets in 2013: $73,054,328 (it was $71,533,848 in 2012)
This organization: 

 $73,054,328
Other organizations performing similar types of work: 

 $311,878

Expenses in 2013: $3,192,053
James Family Charitable Foundation: 

 $3,192,053
Other organizations performing similar types of work: 

 $75,750

Income to expenses ratio in 2013: 6.8
James Family Charitable Foundation: 

 6.8
Other organizations performing similar types of work: 

 1.2

Grants share in income in 2013: 0.0%
James Family Charitable Foundation: 

 0.0%
Other organizations performing similar types of work: 

 38.8%

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$4,712,533$5,026,051$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$1,707,463
Gross rents$0
Gross sales price for all assets$19,901,101
Gross profit from sales of goods$0
Other income$0
Other$3,005,070
Total expenses and disbursements$3,192,053$322,073$0$2,841,723
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$4,528
Printing and publications$135
Total operating and administrative expenses$350,330$322,073$0
Contributions, gifts, grants paid$2,841,723
Excess of revenue over expenses and disbursements$1,520,480
Net investment income$4,703,978
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$51,220,668$52,324,773$71,533,848$73,953,718$73,054,328$85,807,751
Cash - non-interest-bearing$7,500$0$0
Investments-U.S. and state government obligations$29,078,976$8,075,916$5,242,912
Investments-corporate stock$348,750$28,364,285$46,220,105
Investments-corporate bonds$20,237,142$6,942,651$4,722,425
Investments-mortgage loans$0$0$0
Investments-other$0$5,404,108$15,370,012
Other assets$0$0$0
Total liabilities$1$1$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0$0
Total liabilities and net assets/fund balances$51,220,668$71,533,848$73,054,328
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$463,727$3,005,070
Net capital loss$-7,856$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$8,232$35,041$47,040
Total credits and payments$54,858$67,126$137,085
Current year estimated tax payments and previous year's overpayment credited to current year$54,858$46,626$97,085
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$20,500$40,000
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$7
Tax due$0$0$0
Overpayment$46,626$32,085$90,038
Amount to be credited to next year's estimated tax$46,626$32,085$90,038
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?NoNoNo
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?NoNoNo
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?NoNoNo
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$52,252,844$55,489,538$80,121,249
Net value of noncharitable-use assets$51,469,051$54,657,195$78,919,430
Minimum investment return$2,573,453$2,732,860$3,945,972
Distributable Amount
201120122013
Distributable amount$2,565,221$2,697,819$3,898,932
Undistributed Income
201120122013
Distributable amount for this year$2,565,221$2,697,819$3,898,932
Undistributed income for this year. This amount must be distributed in the next year$1,266,721$2,494,970$3,552,179
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$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$1,707,463$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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1New Jersey State Federation Of Womens Clubs, The Somerville Civic LeaguePo Box 6001, Bridgewater, NJ 08807NJ1998-02$73,525
2New Jersey State Federation Of Womens Clubs, Woman's Club Of Edgewater Park259 Hendrickson Ave, Beverly, NJ 08010NJ1998-02$45,605
3Cumberland Regional Music Boosters IncPo Box 31, Bridgeton, NJ 08302NJ1997-04$25,548
4Arab-American Medical Association Foundation Of New Jersey Inc333 Eisenhower Pkwy, Livingston, NJ 07039NJ1997-11$0
5Hudson County Area Vocational Tech Assoc Philanthropic Fund Inc8511 Tonnelle Avenue, North Bergen, NJ 07047NJ1997-05$0
6New Jersey State Federation Of Womens ClubsPo Box 98, Parsippany, NJ 07054NJ1998-02$0
7New Jersey State Federation Of Womens ClubsPo Box 52, Bernardsville, NJ 07924NJ1998-02$0
8New Jersey State Federation Of Womens Clubs670 W Main Street, Freehold, NJ 07728NJ1998-02$0
9New Jersey State Federation Of Womens Clubs2 The Vista, Middletown, NJ 07748NJ1998-02$0
10New Jersey State Federation Of Womens ClubsPo Box 13, Succasunna, NJ 07876NJ1998-02$0
11New Jersey State Federation Of Womens Clubs8 Acton Station Rd, Salem, NJ 08079NJ1998-02$0
12New Jersey State Federation Of Womens Clubs128 South Central Ave, Ramsey, NJ 07446NJ1998-02$0
13New Jersey State Federation Of Womens ClubsPO BOX 61, Skillman, NJ 08558-0061NJ1998-02$0
14New Jersey State Federation Of Womens Clubs329 Forest Ave, Lyndhurst, NJ 07071NJ1998-02$0
15New Jersey State Federation Of Womens Clubs83 Main Street Pob 307, Glen Gardner, NJ 08826NJ1998-02$0
16New Jersey State Federation Of Womens Clubs327 Coolidge Avenue, Township Of Washington, NJ 07676NJ1998-02$0
17New Jersey State Federation Of Womens Clubs31 Timberline Rd, Bayville, NJ 08721NJ1998-02$0
18New Jersey State Federation Of Womens Clubs271 W Northfield Rd, Livingston, NJ 07039NJ1998-02$0
19New Jersey State Federation Of Womens Clubs199 Jackson Street, Matawan, NJ 07747NJ1998-02$0
20New Jersey State Federation Of Womens Clubs1609 Frase St, South Plainfield, NJ 07080-2135NJ1998-02$0
Number of organizations performing similar types of work
Alaska1
Arizona2
California2
Colorado8
Connecticut7
District of Columbia1
Florida6
Iowa1
Idaho1
Illinois3
Indiana1
Kansas3
Louisiana2
Massachusetts21
Maryland8
Maine5
Michigan3
Minnesota3
Missouri4
Mississippi1
Montana1
North Carolina3
North Dakota1
New Hampshire5
New Jersey71
New Mexico3
Nevada1
New York55
Ohio5
Oklahoma5
Pennsylvania5
Rhode Island5
South Carolina1
Texas16
Utah2
Virginia1
Vermont1
Wisconsin3
Wyoming1
International1
Total269

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