James J Henry Charitable Trust in Lambertville, New Jersey (NJ)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in New Jersey
| James J Henry Charitable Trust | |
| Employer Identification Number (EIN) | 592471235 |
| Name of Organization | James J Henry Charitable Trust |
| Address | 4 Waterford Ct, Lambertville, NJ 08530-1014 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1985 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $201,195 |
| Amount of Income | $8,500 |
| Form 990 Revenue Amount | $8,500 |
Non-representatives - add comments:
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $8,500 | $8,500 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,500 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $8,817 | $150 | $0 | $8,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $317 | $150 | $0 | |
| Contributions, gifts, grants paid | $8,500 | |||
| Excess of revenue over expenses and disbursements | $-316 | |||
| Net investment income | $8,350 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $201,195 | $201,195 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $200,000 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,195 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $201,195 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $167 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $167 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| 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)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $206,267 |
| Net value of noncharitable-use assets | $203,160 |
| Minimum investment return | $10,158 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,991 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,991 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,100 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Divine House Of Deliverance in Atlantic City, NJ
  |
|
Ezras Dovid in Lakewood, NJ
|
| Vanech Family Foundation in Morristown, NJ |
|
Visiting Health Services Of Union County Inc in Westfield, NJ
|
| Robert J And Elaine Ciatto Family Foundation Inc in Morristown, NJ |
|
Christian Breakthrough Fellowship International Ministries in Union, NJ
|
Ruesch Family Foundation in Pennington, NJ
 |
| Indian American Senior Citizen Association Inc in Clifton, NJ |
|
Association Of Independent Contractor Bus Drivers in Paterson, NJ
|
|
Jersey Shore Baseball Association in Tuckerton, NJ
|
| Other organizations in New Jersey | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | James And Rita Sullivan Family Foundation Inc | 39-09 Wenonah Dr, Fair Lawn, NJ 07410-5424 | NJ | 2000-09 | $69,823 |
| 2 | James B Luke Family Charitable Foundation, Kenneth Eberle Ttee | 50 Route 46 Suite 100, Parsippany, NJ 07054-2395 | NJ | 2008-11 | $115,000 |
| 3 | James Caldwell High School Scholarship Fund | 21 Ellis Rd, West Caldwell, NJ 07006-8245 | NJ | 1974-12 | $104,648 |
| 4 | James D Heron Memorial Foundation Inc | 406 Charlestown Rd, Hampton, NJ 08827-2535 | NJ | 2006-01 | $38,113 |
| 5 | James E And Diane W Burke Foundation Inc | PO BOX 1997, Morristown, NJ 07962-1997 | NJ | 1989-08 | $8,951,376 |
| 6 | James F Ackerman Federation Inc | 323 Shadowlawn Dr, Neptune, NJ 07753-2868 | NJ | 1999-03 | $97,619 |
| 7 | James F Boughner Foundation | 5 Vaughn Dr, Princeton, NJ 08540-6313 | NJ | 2003-05 | $342,258 |
| 8 | James Family Charitable Foundation | C/O Cappiccille 615 W Mt Pleasant, Livingston, NJ 07039 | NJ | 1994-11 | $21,608,564 |
| 9 | James Henry Counseling Associates | PO BOX 110, Midland Park, NJ 07432-0110 | NJ | 1994-09 | $112,197 |
| 10 | James Hillier Foundation Inc | 3625 Quakerbridge Road, Hamilton, NJ 08619-1268 | NJ | 1996-10 | $55,814 |
| 11 | James J Henry Charitable Trust | 4 Waterford Ct, Lambertville, NJ 08530-1014 | NJ | 1985-02 | $8,500 |
| 12 | James J Oconnell Fund, Borrus Jack Ttee | 2875 Us Highway 1, N Brunswick, NJ 08902-4309 | NJ | $694,493 | |
| 13 | James Kerney Foundation | PO BOX 6698, Trenton, NJ 08648-0698 | NJ | 1970-01 | $698,416 |
| 14 | James P Geiss Foundation Inc | 11 Madison St, Princeton, NJ 08542-6916 | NJ | 2002-06 | $129,932 |
| 15 | James P Verhalen Family Foundation Inc | 200 Valley Rd Ste 300, Mt Arlington, NJ 07856-1320 | NJ | 2000-02 | $610,803 |
| 16 | James R And Sharon Omara Maida Foundation Inc | 855 Parkway Ave, Ewing, NJ 08618-2305 | NJ | 1997-07 | $4,507,465 |
| 17 | James V Ameo Scholarship Foundation | Po Box 222, Nutley, NJ 07110 | NJ | 2004-10 | $0 |
| 18 | James W Lilley Jr Elementary Home & School Association Inc, Jw Lilley Hsa | 1275 Williamstown Road, Sicklerville, NJ 08081 | NJ | 2008-08 | $37,749 |
| 19 | Jamesburg 1st Aid Squad Inc | PO BOX 213, Jamesburg, NJ 08831-0213 | NJ | 1963-09 | $53,064 |
| 20 | Jamesburg Historical Association | PO BOX 182, Monroe Township, NJ 08831 | NJ | 1981-07 | $0 |
Organization representatives - add corrected or new information about James J Henry Charitable Trust »
Non-representatives - add comments about James J Henry Charitable Trust»