WARDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WARDELL FAMILY FOUNDATION INC (EIN 46-4313076)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202343129349100544
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-11-08T11:32:47-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571157523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APRIO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1310 PASSAIC AVEAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464313076EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WARDELL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWARDBusinessNameControlTxt
Phone7328590641PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line163 HANCE ROADAddressLine1Txt
CityFAIR HAVENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD WARDELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7328590641PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastWARDELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSOPHIA KEISOGLOUPreparerPersonNm
PTINP01232888PTIN
Phone9738089500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,458,129FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$37,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,129DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$31,701NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$262,073GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$121OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$121OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,549TotalRevAndExpnssAmt
Total Net Invst Incm$37,250TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$14,711OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,711TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,629ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,629ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,340TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$61,629TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$73,791ExcessRevenueOverExpensesAmt
Net Investment Income$37,250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$127,413SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,240SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,240SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,244,672CorporateStockBOYAmt
Corporate Stock EOY$1,241,340CorporateStockEOYAmt
Corporate Stock EOYFMV$1,403,889CorporateStockEOYFMVAmt
Total Assets BOY$1,372,085TotalAssetsBOYAmt
Total Assets EOY$1,295,580TotalAssetsEOYAmt
Total Assets EOYFMV$1,458,129TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,372,085CapitalStockBOYAmt
Capital Stock EOY$1,295,580CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,372,085TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,295,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,372,085TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,295,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,372,085TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$73,791ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,298,294SubtotalAmt
Other Decreases$2,714OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,295,580TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DODGE & COX INCOME FP2022-01-012022-11-03$328$380-$52-$52
DODGE & COX INCOME FP2021-01-012022-11-03$42,380$49,161-$6,781-$6,781
FIDELITY ADVISOR TOT ND CLASS IP2022-01-012022-11-03$390$452-$62-$62
FIDELITY ADVISOR TOT ND CLASS IP2022-01-012022-11-03$41,465$48,075-$6,610-$6,610
PGIM SHORT-TERM CORP FUND CLASS ZP2022-01-012022-07-14$17,000$18,316-$1,316-$1,316
PGIM SHORT-TERM CORP FUND CLASS ZP2022-01-012022-11-13$108,861$121,451-$12,590-$12,590
RUSSELL INVESTMENTS L ESTATE SECURITIESP2021-01-012022-07-14$1,679$2,022-$343-$343
RUSSELL SHORT DURATION CLASS SP2022-01-012022-07-14$17,000$18,103-$1,103-$1,103
VANGUARD SHORT-TERM -GRADE FUND ADMIRAL SHARESP2022-01-012022-07-14$16,985$18,180-$1,195-$1,195
VANGUARD SHORT-TERM -GRADE FUND ADMIRAL SHARESP2022-01-012022-11-03$15,985$17,634-$1,649-$1,649
FieldValueIRS element (for citing)
Capital Gain Net Income-$31,701CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$518InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$518SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,472EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,472TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,954OverpaymentAmt
Applied To ES Tax$1,954AppliedToESTaxAmt
Refund$5,000RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEDWARD B WARDELLIndividualWithBooksNm
Phone7328590641PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line163 HANCE ROADAddressLine1Txt
CityFAIR HAVENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP077043201ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDWARD B WARDELL
63 HANCE ROADFAIR HAVENNJ077043201PRESIDENT1.00$0$0$0
ELIZABETH DEBEER
63 HANCE ROADFAIR HAVENNJ077043201VICE PRESIDENT1.00$0$0$0
PAULINE WARDELL
63 VANCE ROADFAIR HAVENNJ077043201SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,489,414AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,874AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,586,288TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,586,288AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,794CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,562,494NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,125MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,125MinimumInvestmentReturnAmt
Tax Based On Investment Income$518TaxBasedOnInvestmentIncomeAmt
Total Tax$518TotalTaxAmt
Distributable Before Adj$77,607DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$77,607DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$77,607DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,629ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$61,629QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,607DistributableAsAdjustedAmt
Undistributed Income PY$37,331UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$61,629QualifyingDistributionsAmt
Applied To Year1$37,331AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,298AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$53,309UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD B WARDELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPUBLIC CHARITYHEALTH$150
AMERICAN CANCER SOCIETY
250 WILLIAMS STATLANTAGA30303NONEPUBLIC CHARITYGENERAL SUPPORT$53
BEYOND BORDERS
PO BOX 2132NORRISTOWNPA19404NONE501C(3) EXEMPTHELP PEOPLE BUILD MOVEMENTS TO LIBERATE THEMSELVES FROM OPPRESSION AND ISOLATION.$750
BOYS AND GIRLS CLUB
1275 PEACHTREE STREET NWATLANTAGA30309NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CASA FREEHOLD
655 SOUTH STREETFREEHOLDNJ07728NONEPUBLIC CHARITYCOMMUNITY SUPPORT$100
CHATHAM TOWNSHIP VOLUNTEER FIRE DEPARTMENT
495 RIVER ROADCHATHAMNJ07928NONE501C(3) EXEMPTSUPPORT OF DEPARTMENT TO PROTECT RESIDENTS$100
COVENANT HOUSE NEW JERSEY
330 WASHINGTON STNEWARKNJ07102NONEPUBLIC CHARITYASSISTANCE TO HOMELESS$5,740
DREXEL UNIVERSITY
3140 CHESTNUT STREETPHILADELPHIAPA19104NONEPUBLIC CHARITYEDUCATIONAL$1,000
FAIR HAVEN FIRST AID SQUAD
PO BOX 142FAIR HAVENNJ07704NONEPUBLIC CHARITYFIRST MEDICAL RESPONSE$250
FIRST PHILADELPHIA UNITARIAN CONGREG
2125 CHESTNUT STREETPHILADELPHIAPA19103NONEPUBLIC CHARITYRELIGIOUS$1,011
FULFILL FOODBANK
3300 ROUTE 66NEPTUNENJ07753NONEPUBLIC CHARITYFIGHT HUNGER PROGRAM$1,000
GARDEN STATE EQUALITY
1408 MAIN STREETASBURY PARKNJ07712NONEPUBLIC CHARITYGENERAL SUPPORT$100
INTERFAITH NEIGHBORS
810 FOURTH AVENUEASBURY PARKNJ07712NONEPUBLIC CHARITYCOMMUNITY SUPPORT$158
JDRF
200 VESEY STREET 28TH FLOORNEW YORKNY10281NONE501C(3) EXEMPTRESEARCH TO FIGHT TYPE 1 DIABETES$53
LUNCHBREAK
121 DRS JAMES PARKER BLVDRED BANKNJ07701NONEPUBLIC CHARITYFOOD ASSISTANCE FOR NEEDY$2,500
MURRAY GROVE RETREAT AND RENEWAL CENTER
431 US HIGHWAY 9LANOKA HARBORNJ08734NONEPUBLIC CHARITYSOCIAL AND ENV. JUSTICE$500
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DRBEAVERTONOR97008NONE501C(3) EXEMPTGENERAL SUPPORT$100
NATIONAL WRITTING PROJECT
2120 UNIVERSITY AVEKERKELEYCA94704NONE501C(3) EXEMPTEDUCATION$250
NEW YORK PUBLIC RADIO
PO BOX 1550NEW YORKNY10116NONEPUBLIC CHARITYPUBLIC RADIO$180
NO LIMITS CAFE
418 ROUTE 35RED BANKNJ07701NONE501C(3) EXEMPTEMPLOY ADULTS WITH INTELLECTUAL DISABILITIES$100
ONE WORLD ONE LOVE
561 SPRINGFIELD AVESUMMITNJ07901NONEPUBLIC CHARITYREFUGEE RESETTLING$104
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266NONE501C(3) EXEMPTHEALTH$50
PARKER FAMILY HEALTH CENTER
211 SHREWSBURY AVENUERED BANKNJ07701NONEPUBLIC CHARITYHEALTH CLINIC FOR NEEDY$1,000
PHILABUNDANCE
3616 SOUTH GALLOWAY STREETPHILADELPHIAPA19148NONEPUBLIC CHARITYFOOD ASSISTANCE FOR NEEDY$1,000
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEPUBLIC CHARITYHEALTH$5,100
RED BANK CROP HUNGER WALK
PO BOX 8022RED BANKNJ07701NONEPUBLIC CHARITYFIGHT HUNGER PROGRAM$600
RUMSON-FAIR HAVEN REGIONAL HIGH SCHOOL
74 RIDGE ROADRUMSONNJ07760NONEPUBLIC CHARITYGENERAL SUPPORT$25
RUTGERS UNIVERSITY
335 GEORGE STREETNEW BRUNSWICKNJ08901NONEPUBLIC CHARITYEDUCATIONAL$3,500
SEEDMONEY
3 POWDERHORN DRIVESCARBOROUGHME04074NONE501C(3) EXEMPTSUPPORT FOR GARDEN PLANNING$200
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEPUBLIC CHARITYSOCIAL JUSTICE MONITOR$1,000
ST GREGORY'S PANTRY
804 BAY AVENUEPOINT PLEASANT BEACHNJ08742NONEPUBLIC CHARITYFOOD ASSISTANCE FOR NEEDY$1,000
STEPHY'S PLACE
210 W FRONT STREET SUITE 209RED BANKNJ07701NONEPUBLIC CHARITYGENERAL SUPPORT$100
THE DAILY PENNSYLVANIAN
4015 WALNUT STPHILADELPHIAPA19104NONE501C(3) EXEMPTGENERAL SUPPORT$105
TWO RIVER THEATER
21 BRIDGE AVENUERED BANKNJ07701NONEPUBLIC CHARITYCULTURAL$100
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038NONEPUBLIC CHARITYCHILD HEALTH & SAFETY$1,000
UNITARIAN UNIVERSALIST ASSOCIATION
24 FARNSWORTH STREETBOSTONMA02210NONEPUBLIC CHARITYRELIGIOUS$500
UNITARIAN UNIVERSALIST CONGREGATION
1475 WEST FRONT STLINCROFTNJ07738NONEPUBLIC CHARITYRELIGIOUS SUPPORT$20,700
UNIV OF PA CENTER FOR CARCERAL COMM
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104NONEPUBLIC CHARITYMEDICAL$5,000
VIN GOPAL CIVIC ASSOC
106 APPLE STREET SUITE 106TINTON FALLSNJ07724NONE501C(3) EXEMPTCOMMUNITY SUPPORT$450
YSPAIOLA
158 RIDGEWOOD AVENUENORTH HAVENCT06473NONEPUBLIC CHARITYEDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,629TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,129ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$121ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$31,701ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,549ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,549TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE STATE OF DOMICILE, NEW JERSEY, DOES NOT REQUIRE A CHARITABLE ORGANIZATION RECEIVING LESS THAN $10,000 ANNUALLY TO REGISTER OR FILE RETURNS WITH THE STATE ATTORNEY GENERAL.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,241,340EOYBookValueAmt
EOYFMV$1,403,889EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DECREASESDesc
Amt$2,714Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKER FEES$7,481$0$0$0
FEDERAL TAX$7,200$0$0$0
NJ REG FEE$30$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREBATEDesc
Revenue And Expenses Per Books$121RevenueAndExpensesPerBooksAmt
Net Investment Income$121NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.