THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-03
- IRS object ID
- 202442779349100909
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-03T13:20:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223480145 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLMAN FRENIA ALLISON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 CEDAR BRIDGE AVENUE SUITE 3 | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830466544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUCKELEW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 7327365200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MAIN STREET CN 2107 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08754 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BUCKELEW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7327365200 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG R JOHNSON | PreparerPersonNm |
| PTIN | P00836358 | PTIN |
| Phone | 7327971333 | PhoneNum |
| Preparation | 2024-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,902 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,278 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,278 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,522 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,817 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,295 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $194 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,295 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,273 | CashBOYAmt |
| Cash EOY | $14,256 | CashEOYAmt |
| Cash EOYFMV | $14,256 | CashEOYFMVAmt |
| Other Investments BOY | $37,138 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,646 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,902 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $7,617 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $7,617 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $7,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,617 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,794 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,265 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ISHARES MSCI EAFE EFT | PropertyDesc |
| Acquired | 2009-08-24 | AcquiredDt |
| Sold | 2023-06-02 | SoldDt |
| Gross Sales Price | $20,034 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,512 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,522 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,522 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,522 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $95 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ORGANIZATION | IndividualWithBooksNm |
| Phone | 7327365205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MAIN STREET CN 2017 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BRIAN BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KEVIN BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,480 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95 | TotalTaxAmt |
| Distributable Before Adj | $4,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,755 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,152 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,392 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,914 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,913 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,686 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,152 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,397 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,631 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $25,392 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,914 | ExcessFromYear4Amt |
| Excess From Year3 | $6,913 | ExcessFromYear3Amt |
| Excess From Year2 | $20,329 | ExcessFromYear2Amt |
| Excess From Year1 | $18,686 | ExcessFromYear1Amt |
| Excess From Current Year | $20,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH BUCKELEW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH BUCKELEW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MAIN STREET CN 2017 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7327365205 | RecipientPhoneNum |
| Form And Info And Materials | SUBMISSIONS MUST BE WRITTEN. THE EXACT FORMAT HAS NOT BEEN DETERMINED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS ARE CONSIDERED AT THE DISCRETION OF THE FOUNDATION MANAGEMENT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO CURRENT RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| DEB TIAGWAD MEMORIAL FUND | |||||||
| PO BOX 446 | HADDONFIELD | NJ | 08033 | N/A | CHARITABLE PURPOSES | $5,500 | |
| AMERICAN LEGION DEPARTMENT OF NJ | |||||||
| 171 JERSEY STREET BUILDING 5 SECOND | TRENTON | NJ | 08611 | N/A | CHARITABLE PURPOSES | $30 | FLOOR |
| BOY SCOUTS OF AMERICA TROOP 31 | |||||||
| 250 E COLLEGE AVENUE | STATE COLLEGE | PA | 16801 | N/A | CHARITABLE PURPOSES | $500 | |
| CHRISTIAN BROTHERS ACADEMY | |||||||
| 850 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | N/A | CHARITABLE PURPOSES | $500 | |
| COLLIER SCHOOLS SHARKS BOOSTER CLUB | |||||||
| 7878 SHARK WAY | NAPLES | FL | 34119 | N/A | CHARITABLE PURPOSES | $250 | |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | N/A | CHARITABLE PURPOSES | $50 | |
| FRIENDLY SONS OF ST PATRICK OF THE JERSEY SHORE | |||||||
| PO BOX 254 | SPRING LAKE | NJ | 07762 | N/A | CHARITABLE PURPOSES | $200 | |
| HERITAGE ACTION FOR AMERICA | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE PURPOSES | $75 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | CHARITABLE PURPOSES | $50 | |
| INTERFAITH NEIGHBORS | |||||||
| 810 4TH AVENUE | ASBURY PARK | NJ | 07712 | N/A | CHARITABLE PURPOSES | $500 | |
| JACKSON TOWNSHIP SCHOLARSHIP FUND INC | |||||||
| PO BOX 910 | JACKSON | NJ | 08527 | N/A | CHARITABLE PURPOSES | $500 | |
| JUDICIAL WATCH | |||||||
| PO BOX 96234 | WASHINGTON | DC | 20090 | N/A | CHARITABLE PURPOSES | $100 | |
| LARC SCHOOL | |||||||
| 1089 CREEK ROAD | BELLMAWR | NJ | 08031 | N/A | CHARITABLE PURPOSES | $500 | |
| MERCER COUNTY PROFESSIONAL COUNSELORS ASSOCIATION | |||||||
| 81 VILLAGE DRIVE EAST | HAMILTON | NJ | 08620 | N/A | CHARITABLE PURPOSES | $250 | |
| MERCY CENTER NJ | |||||||
| 1106 MAIN STREET | ASBURY PARK | NJ | 07712 | N/A | CHARITABLE PURPOSES | $150 | |
| MONMOUTH MEDICAL CENTER FOUNDATION | |||||||
| 300 2ND AVENUE | LONG BRANCH | NJ | 07740 | N/A | CHARITABLE PURPOSES | $100 | |
| NJ HALL OF FAME | |||||||
| 1037 RAYMOND BOULEVARD SUITE 340 | NEWARK | NJ | 07102 | N/A | CHARITABLE PURPOSES | $5,000 | |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| COLLEGE DRIVE PO BOX 2001 | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 | |
| OCEAN'S HARBOR HOUSE | |||||||
| 808 CONIFER STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 | |
| SOUTH WALL FIRE CO NO 1 INC | |||||||
| 1511 18TH AVENUE | WALL | NJ | 07719 | N/A | CHARITABLE PURPOSES | $75 | |
| THE COOPER FOUNDATION | |||||||
| 101 HADDON AVENUE SUITE 302 | CAMDEN | NJ | 08103 | N/A | CHARITABLE PURPOSES | $500 | |
| FAMILY RESOURCE NETWORK | |||||||
| 50 MILLSTONE ROAD BUILDING 300 | EAST WINDSOR | NJ | 08520 | N/A | CHARITABLE PURPOSES | $1,000 | SUITE 201 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | CHARITABLE PURPOSES | $1,000 | |
| 180 TURNING LIVES AROUND | |||||||
| 1 BETHANY ROAD | HAZLET | NJ | 07730 | N/A | CHARITABLE PURPOSES | $1,622 | |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | CHARITABLE PURPOSES | $25 | |
| UNIVERSITY OF MIAMI UNIVERSITY ADVANCEMENT | |||||||
| 1320 S DIXIE HIGHWAY | CORAL GABLES | FL | 33146 | N/A | CHARITABLE PURPOSES | $5,000 | |
| VFW POST 8867 | |||||||
| 373 ADAMSTON ROAD | BRICK TOWNSHIP | NJ | 08723 | N/A | CHARITABLE PURPOSES | $75 | |
| WALL PBA LOCAL 234 | |||||||
| PO BOX 1332 2700 ALLAIRE ROAD | WALL TOWNSHIP | NJ | 07719 | N/A | CHARITABLE PURPOSES | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,152 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,817 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | AT COST | $15,134 | $69,871 |
| ISHARES MSCI EAFE ETF | AT COST | $7,492 | $10,775 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $194 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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