Duncan Thecker Irrv Charitable Tr Duncan Thecker Irrv Charitable Tr

990PF • Fiscal year 2012 • EIN 20-6718054

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 11, 2013

Organization Profile

PO Box 9707722-0097

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$417,100

Flat from 2012

Net Assets

$417,100

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$301,865

Flat from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$417,100

Liabilities$0

Net Assets$417,100

Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$301,865

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Jul 11, 2013
Return Version: 2012v2.0

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARTIN J EPSTEIN	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	JERSEY SHORE UNIVERSITY MEDICAL CENTER	SUPPORT	N/A	NEPTUNE, NJ, US	$150,000
Paid Grant	SALVATION ARMY	SUPPORT	N/A	RED BANK, NJ, US	$150,000

Filing and Contact Details

Filer

EIN: 20-6718054

Raw XML AppendixShowing 400 of 477 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	1	45020
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	2	26965
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	3	17114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	4	13208
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	5	10245
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	6	9893
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	7	19014
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	8	4124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	9	7516
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	0	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	1	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	2	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	3	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	4	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	5	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	6	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	7	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	8	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	9	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	10	2012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	0	111967
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	1	43393
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	2	22363
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	3	20734
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	4	15590
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	5	12031
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	6	10791
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	7	10755
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	8	4485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	9	3998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	10	2192
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired	0	Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired	2	Purchased
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	19401
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	10000
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	7	110187
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	8	15244
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	9	49473
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	10	12151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	11	31672
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	12	49972
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	21340
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	31249
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	16221
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	8435
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	17310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	6	14198
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	7	130706
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	8	15055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	9	79458
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	11	33945
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	12	48030
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	AMER ELEC POWER CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	DUFF & PHELPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	FIRST ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	NJ RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	9	PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	11	PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	12	VERIZON COMM
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	417100
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	668348
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	506
IRS990PF/DistributableAmount/TotalTax	0	506
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	506
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	9
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	515
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	462298
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	462298
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	0
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	6934
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IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	462298
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	MARTIN J EPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	7333 SCOTLAND WAY UNIT 1317
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	34238
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	76636
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	76130
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.167185
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.017151
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	644858
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	759211
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	732733
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	791599
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	506
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	300000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	251230
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	15000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	300000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	13577
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.835924
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	299494
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	300000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	506
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	300000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	MARTIN J EPSTEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	7324621414
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	7333 SCOTLAND WAY UNIT 1317
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	SARASOTA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	34238
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	NJ
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	THE APPLICATION SHOULD BE IN WRITING AND INCLUDE ANY MATERIALS DESCRIBING THE DONEE'S FUNCTIONS AND ORGANIZATION. THE REQUEST SHOULD INCLUDE THE AMOUNT OF CONTRIBUTION DESIRED AND PURPOSE OF CONTRIBUTION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	MARTIN EPSTEIN TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	7324621414

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $417,100
Liabilities: $0
Net assets: $417,100
Revenue: -
Expenses: $301,865
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2016Detailed filing. Detailed filing data is available for this year.	$4.08	$0.00	$4.08	$0.26	$0.26	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$4.08	$0.00	$4.08	$0.18	$0.61	$0.43
2014Detailed filing. Detailed filing data is available for this year.	$4.51	$0.00	$4.51	$0.22	$0.01	$0.20
2013Detailed filing. Detailed filing data is available for this year.	$4.31	$0.00	$4.31	$0.19	$0.05	$0.14
2012Detailed filing. Detailed filing data is available for this year.	$4.17	$0.00	$4.17		$3.02
2012Summary only. Only limited summary data is available for this year.	$4.17	$0.00		$0.51	$3.02	$2.51
2011Detailed filing. Detailed filing data is available for this year.	$6.68	$0.00	$6.68		$0.01
2010Detailed filing. Detailed filing data is available for this year.	$6.40	$0.00	$6.40		$2.52