Frank R Fish Charit Res Tr Ua 10-04-76

990PF • Fiscal year 2012 • EIN 22-6308180

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 20, 2013

Organization Profile

1 West 4th Street D4000-04127101

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,242,040

Flat from 2012

Net Assets

$2,242,040

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

$156,742

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$2,242,040

Liabilities$0

Net Assets$2,242,040

Open 2012 Filing

Operations Trend

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

Highlighted filing

2012

Revenue-

Expenses$156,742

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Apr 20, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
WELLS FARGO BANK NA	Trustee	-	$33,154	-	$33,154

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	YMCA OF GLOUCESTER COUNTY	GENERAL SUPPORT	PUBLIC EXEMPT	CHICAGO, IL, US	$39,753
Paid Grant	UNDERWOOD-MEMORIAL HOSPITAL	GENERAL SUPPORT	PUBLIC EXEMPT	WOODBURY, NJ, US	$39,753
Paid Grant	GLOUCESTER CO HISTORICAL SOCIETY	GENERAL SUPPORT	PUBLIC EXEMPT	WOODBURY, NJ, US	$39,753

Filing and Contact Details

Filer

EIN: 22-6308180

Raw XML AppendixShowing 400 of 427 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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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	2900
ExplnOfNonFilingWithAGStmt/Statement	0	New Jersey Attorney General does not require and prefers that we do not furnish a copy of Form 990-PF to their office.
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	212549
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	1	166981
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	2	54937
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	3	200000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	4	214362
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	5	81666
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	61744J317 MORGAN STANLEY INSTI
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	1	AT COST
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	3367478388
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	1 WEST 4TH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	WINSTON SALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	271013818
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	false
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/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
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	true
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/GrantOrContriPaidDuringYear/Amount	0	39753
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	39753
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	39753
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	YMCA OF GLOUCESTER COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	UNDERWOOD-MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	GLOUCESTER CO HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	101 N WACKER DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	509 NORTH BROAD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	62 NORTH BROAD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	WOODBURY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	WOODBURY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	60606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	08096
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	08096
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	119259
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	126555
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	3893
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	132372
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	0
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	0
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	130448
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	5817
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	3893
OtherDecreasesSchedule/OtherDecreases/Amount	0	1484
OtherDecreasesSchedule/OtherDecreases/Amount	1	1852
OtherDecreasesSchedule/OtherDecreases/Amount	2	2
OtherDecreasesSchedule/OtherDecreases/Description	0	MUTUAL FUND TIMING DIFFERENCE
OtherDecreasesSchedule/OtherDecreases/Description	1	2011 RETURN OF CAPITAL
OtherDecreasesSchedule/OtherDecreases/Description	2	ROUNDING
OtherIncreasesSchedule/OtherIncreases/Amount	0	3732
OtherIncreasesSchedule/OtherIncreases/Description	0	FEDERAL TAX REFUND
TaxesSchedule/Taxes/Amount	0	1198
TaxesSchedule/Taxes/Amount	1	231
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	1198
TaxesSchedule/Taxes/NetInvestmentIncome	1	231

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $2,242,040
Liabilities: $0
Net assets: $2,242,040
Revenue: -
Expenses: $156,742
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.58	$0.00	$2.58	$0.14	$0.18	$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.62	$0.00	$2.62	$0.08	$0.18	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$2.72	$0.00	$2.72	$0.09	$0.19	$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.82	$0.00	$2.82	$0.33	$0.19	$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.68	$0.00	$2.68	$0.14	$0.18	$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.72	$0.00	$2.72	$0.26	$0.18	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$2.64	$0.00	$2.64	$0.27	$0.18	$0.08
2015Summary only. Only limited summary data is available for this year.	$2.36	$0.00		$0.25	$0.11	$0.14
2014Summary only. Only limited summary data is available for this year.	$2.22	$0.00		$0.20	$0.16	$0.04
2013Summary only. Only limited summary data is available for this year.	$2.19	$0.00		$0.10	$0.15	$0.05
2012Detailed filing. Detailed filing data is available for this year.	$2.24	$0.00	$2.24		$0.16
2012Summary only. Only limited summary data is available for this year.	$2.24	$0.00		$0.10	$0.16	$0.06
2011Detailed filing. Detailed filing data is available for this year.	$2.30	$0.00	$2.30		$0.18