The Joan Whitney And Charles Shipman Foundation in Mahwah, 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
| The Joan Whitney And Charles Shipman Foundation | |
| Employer Identification Number (EIN) | 010430129 |
| Name of Organization | The Joan Whitney And Charles Shipman Foundation |
| In Care of Name | Glc |
| Address | 1 Intl Blvd 700, Mahwah, NJ 07495 |
| Activities | Gifts, grants, or loans to other organizations, Community Chest, United Way, etc., Non financial services of facilities to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 10/2013 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,881 |
| Amount of Income | $379,371 |
| Form 990 Revenue Amount | $-1,620 |
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 | $5,351 | $5,397 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,397 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $28,232 | $10,232 | $0 | $18,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,232 | $10,232 | $0 | |
| Contributions, gifts, grants paid | $18,000 | |||
| Excess of revenue over expenses and disbursements | $-22,881 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $212,760 | $335,304 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $201,765 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,995 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $212,760 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-46 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $352,407 |
| Net value of noncharitable-use assets | $347,120 |
| Minimum investment return | $17,356 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,356 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,356 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,553 |
| 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 |
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| Other organizations in New Jersey | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Infinity Foundation Inc | 174 Nassau Street 400, Princeton, NJ 08542-7005 | NJ | 1995-04 | $1,140,418 |
| 2 | The Ira And Doris Kukin Foundation, Kukin Jonathan Ttee | 5 S Regent St 526, Livingston, NJ 07039-1675 | NJ | 1989-09 | $245,298 |
| 3 | The Jamaica Nurses Association Of Nj | Po Box 1290, Maplewood, NJ 07040 | NJ | 2009-04 | $5,079 |
| 4 | The James J Mcinerney & Gary R Fafard Foundation Inc 87c-74c10 | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2001-05 | $179,619 |
| 5 | The Janet Zilinski Memorial Fund | PO BOX 150, Martinsville, NJ 08836-0150 | NJ | 2007-04 | $60,266 |
| 6 | The Jeffrey S Holman Foundation A New Jersey Non-Profit Corporation | 1 Centennial Sq, Haddonfield, NJ 08033-2454 | NJ | 1995-12 | $163,249 |
| 7 | The Jeremiah And Yolanda Ciancia Family Foundation | 574 Grand Ave, Englewood, NJ 07631-4904 | NJ | 1998-08 | $49,492 |
| 8 | The Jerry Regina Legacy Foundation Inc | 2115 Sutton Ave, Northfield, NJ 08225-1040 | NJ | 2005-08 | $47,484 |
| 9 | The Jewish Community Foundation Of Greater Mercer Inc | 4 Princess Rd Ste 211, Lawrenceville, NJ 08648-2322 | NJ | 1964-03 | $1,040,313 |
| 10 | The Jewish Renaissance Foundation Inc | 149 Kearny Avenue, Perth Amboy, NJ 08861-4700 | NJ | 1996-09 | $3,489,190 |
| 11 | The Joan Whitney And Charles Shipman Foundation | 1 Intl Blvd 700, Mahwah, NJ 07495 | NJ | 1987-12 | $379,371 |
| 12 | The John J And Hester Van Buiten Charitable Fund C/O Mbp Associates | 504 Ivy Ln, Wyckoff, NJ 07481-1071 | NJ | 1986-09 | $92,108 |
| 13 | The Joseph A Miele Foundation Inc | 185 Fairfield Ave Ste 4c, West Caldwell, NJ 07006-6417 | NJ | 1983-08 | $383,218 |
| 14 | The Joyce & Seward Johnson Foundation Inc | PO BOX 369, Hopewell, NJ 08525-0369 | NJ | 1990-10 | $378,537 |
| 15 | The Judith G Wharton Music Center A Nj Nonprofit Corp | 60 Locust Ave, Berkeley Hts, NJ 07922-1602 | NJ | 1986-03 | $2,300,748 |
| 16 | The June R Mark Private Foundation Inc | 21 Hillcrest Ave, Emerson, NJ 07630-1059 | NJ | 1995-07 | $140,115 |
| 17 | The Junior League Of Greater Princeton Inc | 291 Witherspoon St, Princeton, NJ 08542-3227 | NJ | 1929-12 | $95,889 |
| 18 | The Katz Foundation Inc | 1118 Warren St, New Milford, NJ 07646-2427 | NJ | 1986-04 | $5,412 |
| 19 | The Kearny Federal Savings Charitable Foundation | 120 Passaic Ave, Fairfield, NJ 07004-3510 | NJ | 1999-07 | $281,787 |
| 20 | The Kindersmile Foundation | PO BOX 43119, Upr Montclair, NJ 07043-0119 | NJ | 2008-04 | $131,525 |
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