2024-01-15T11:00:37-06:00 2023-08-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2022-09-01 383692424 TAYLOR CHAR TRUST TAYL 6092746834 PO BOX 1532 PENNINGTON NJ 08534 BANK OF AMERICA N A TRUSTEE 6092746834 2024-01-10 true true LAWRENCE MCGUIRE P01233953 4123556000 2024-01-10 X 2022 2023-04-26 12:10:37Z BANK OF AMERICA 1300 MERRILL LYNCH DRIVE PENNINGTON NJ 085341501 983400 false X N/A X 1996 NJ EDUCATIONAL AND MEDICAL 0 2 0 0 0 0 0 183863 231457 0 183863 231457 56883 274380 0 65802 58915 0 0 4244 2587 126929 335882 56934 -104425 3450025 3344409 0 0 3450025 3344409 EDUCATIONAL AND MEDICAL false false 171487 171487 MASONIC CHARITY TO SUPPORT FOR THE COMMUNITY 102892 102892 PRESBYTERIAN HOME TO SUPPORT THE SENIORS 274379 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 0 2 false false false false false false false true false false false true false false false false false false X X BANK OF AMERICA 6092746834 1300 MERRILL LYNCH DRIVE PENNINGTON NJ 085341501 BANK OF AMERICA TRUSTEE 2.0 X 58915 0 0 58915 0 0 false false false 82713 82713 900687 751943 148744 148744 148744 231457 231457 274380 274380 58915 23566 35349 0 0 0 0 0 ADR/INVESTMENT FEES 647 647 FOREIGN TAX PAID 1940 1940 335882 297946 37936 0 -13273 -13539 55916 56157 3407382 2739804 561987 3450025 3344409 0 0 X 3450025 3344409 3450025 3344409 3450025 3344409 X -104425 -1191 X false false false X X 2 MASONIC CHARITY OF NJ 210634536 3 true 171487 0 SPRINGPOINT FOUNDATION PRESBYTERIAN HOME 222375658 1 true 102892 0 2 274379 0 true false false false false false false false false false false false false false false true false true 0 0 89909 82713 89909 82713 0 39481 35349 4244 2587 46184 44777 3767916 3470571 79928 60424 0 3847844 3530995 0 0 3847844 3530995 57718 52965 3790126 3478030 132654 121731 0 132654 121731 46184 39256 132654 132654 0 132654 274379 0 23566 0 0 0 297945 274379 132654 1.0 132654 0 0 0 0 0 0 0 0 0 0 0 297945 0 132654 165291 0 0 165291 0 0 0 0 165291 PART IV, SECTION D, LINE 2 SINCE ITS INCEPTION, THE TAYLOR CHARITABLE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DESIGNATED CONTRACTS AT THE CHARITIES. CHRISTOPHER DI MEDIO, FINANCIAL ADVISORS, HAS HAD SEMI-ANNUAL FACE OR TELEPHONIC MEETINGS WITH DESIGNED INDIVIDUALS, USUALLY THE DEVELOPMENT DIRECTOR, CURRENTLY C.S. ABBOTT OR S HERITAGE-COMEGYS, TRUST AND ESTATE MANAGER AT MASONIC AND THE PART IV, SECTION D, LINE 2, CONT SPRINGPOINT FOUNDATION OF PRESBYTERIAN HOMES DURING WHICH THE NEEDS, WHATS THE INCOME WILL BE USED AND ANY CHANGES IN INVESTMENT NEEDED TO ACCOMPLISH SET GOALS. THE TRUST OFFICER ON THE ACCOUNT COMMUNICATES ON A REGULAR BASIS WITH THE DESIGNATED CONTACTS AT THE CHARITIES CONFIRMING INVESTEMNT CHANGES AS NECESSARY AND PLANS FOR DISTRIBUTIONS AND OTHER ADMINISTRATIVE MATTERS. THE CHARITIES PART IV, SECTION D, LINE 2, CONT PART 2 STATEMENTS, AN ANNUAL USE OF FUNDS LETTER, ANNUAL SUPPORTING ORGANIZATION NOTIFICATION & AN ANNUAL STATEMENT. PART IV, SECTION D, LINE 3 BANK OF AMERICA HAS AN INVESTMENT POLICY STATEMENT WHERE THE ACCOUNT IS INDIVIDUALLY REVIEWED UPON ACCOUNT OPENING AND EVERY 2 YEARS. THE INVESTMENT OBJECTIVE IS BASED ON THE UNIQUE SITUATION OF THE ACCOUNT AND THE BENEFICIARIES. THE BENEFIARIES RECIEVE THE STATEMENT OF ASSETS AND TRANSACTIONS AT LEAST ANNUALLY IN TERMS OF TIMING OF GRANTS, ETC. IF THE FREQUENCY IS NOT SPECIFIED IN THE GOVERNING PART IV, SECTION D, LINE 3, CONT DOCUMENT, THE BENEFICIARIES ARE CONTACTED TO DISCUSS THE PAYMENT TIMING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THE ORGANIZATION FOLLOWS THE SAME STRICT POLICIES AS IT'S CORPORATE TRUSTEE EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE ORGANIZATION FOLLOWS THE SAME STRICT POLICIES AS IT'S CORPORATE TRUSTEE FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE 990 IS PROVIDED TO THE TRUSTEE UPON COMPLETION FOR REVIEW. ANY DISCREPANCIES INDENTIFIED DURING THEIR REVIEW ARE NOTIFIED PRIOR TO FILING THE FORM 990 FORM 990, PAGE 6, PART VI, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC; HOWEVER, UPON REQUEST THEY CAN BE MADE AVAILABLE. EXPLANATION FOR FORM 990, PART XI, LINE 9 CY POAI C/O ($-432); PY POAI C/O $8; AMORT AND COST BASIS ADJ ($-767). MASONIC CHARITY 902 JACKSONVILLE ROAD BURLINGTON NJ 08016 210634536 SUPPORT FOR THE COMMUNITY NJ 501(c)(3) 7 NA false SPRINGPOINT FOUNDATION PRESBYTERIAN HOME 4814 OUTLOOK DRIVE WALL TOWNSHIP NJ 07753 222375658 SUPPORT OF THE COMMUNITY NJ 501(c)(3) 7 NA false false false false false false false false false false false false false false false false false false false false