2023-11-08T11:32:47-06:00 2022-12-31 571157523 APRIO LLP 310 PASSAIC AVE FAIRFIELD NJ 07004 990PF 2022-01-01 464313076 THE WARDELL FAMILY FOUNDATION INC WARD 7328590641 63 HANCE ROAD FAIR HAVEN NJ 07704 EDWARD WARDELL PRESIDENT 7328590641 2023-11-08 1 EDWARD WARDELL XXX-XX-XXXX 1 SOPHIA KEISOGLOU P01232888 9738089500 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1458129 X 0 X 37129 37129 -31701 262073 0 121 121 0 5549 37250 0 0 0 0 0 3000 0 0 0 14711 0 0 0 17711 0 0 0 61629 61629 79340 0 0 61629 -73791 37250 0 127413 54240 54240 1244672 1241340 1403889 1372085 1295580 1458129 0 0 X 1372085 1295580 0 0 0 0 1372085 1295580 1372085 1295580 1372085 -73791 0 1298294 2714 1295580 DODGE & COX INCOME F P 2022-01-01 2022-11-03 328 380 -52 -52 DODGE & COX INCOME F P 2021-01-01 2022-11-03 42380 49161 -6781 -6781 FIDELITY ADVISOR TOT ND CLASS I P 2022-01-01 2022-11-03 390 452 -62 -62 FIDELITY ADVISOR TOT ND CLASS I P 2022-01-01 2022-11-03 41465 48075 -6610 -6610 PGIM SHORT-TERM CORP FUND CLASS Z P 2022-01-01 2022-07-14 17000 18316 -1316 -1316 PGIM SHORT-TERM CORP FUND CLASS Z P 2022-01-01 2022-11-13 108861 121451 -12590 -12590 RUSSELL INVESTMENTS L ESTATE SECURITIES P 2021-01-01 2022-07-14 1679 2022 -343 -343 RUSSELL SHORT DURATION CLASS S P 2022-01-01 2022-07-14 17000 18103 -1103 -1103 VANGUARD SHORT-TERM -GRADE FUND ADMIRAL SHARES P 2022-01-01 2022-07-14 16985 18180 -1195 -1195 VANGUARD SHORT-TERM -GRADE FUND ADMIRAL SHARES P 2022-01-01 2022-11-03 15985 17634 -1649 -1649 -31701 518 0 518 0 518 7472 0 0 0 7472 0 6954 1954 5000 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 0 0 0 1 N/A EDWARD B WARDELL 7328590641 63 HANCE ROAD FAIR HAVEN NJ 077043201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD B WARDELL 63 HANCE ROAD FAIR HAVEN NJ 077043201 PRESIDENT 1.00 0 0 0 ELIZABETH DEBEER 63 HANCE ROAD FAIR HAVEN NJ 077043201 VICE PRESIDENT 1.00 0 0 0 PAULINE WARDELL 63 VANCE ROAD FAIR HAVEN NJ 077043201 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1489414 96874 0 1586288 0 0 1586288 23794 1562494 78125 78125 518 518 77607 0 77607 0 77607 61629 0 61629 77607 37331 0 0 61629 37331 0 0 24298 0 0 0 0 0 0 0 0 53309 0 0 0 EDWARD B WARDELL X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE PUBLIC CHARITY HEALTH 150 AMERICAN CANCER SOCIETY 250 WILLIAMS ST ATLANTA GA 30303 NONE PUBLIC CHARITY GENERAL SUPPORT 53 BEYOND BORDERS PO BOX 2132 NORRISTOWN PA 19404 NONE 501C(3) EXEMPT HELP PEOPLE BUILD MOVEMENTS TO LIBERATE THEMSELVES FROM OPPRESSION AND ISOLATION. 750 BOYS AND GIRLS CLUB 1275 PEACHTREE STREET NW ATLANTA GA 30309 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 CASA FREEHOLD 655 SOUTH STREET FREEHOLD NJ 07728 NONE PUBLIC CHARITY COMMUNITY SUPPORT 100 CHATHAM TOWNSHIP VOLUNTEER FIRE DEPARTMENT 495 RIVER ROAD CHATHAM NJ 07928 NONE 501C(3) EXEMPT SUPPORT OF DEPARTMENT TO PROTECT RESIDENTS 100 COVENANT HOUSE NEW JERSEY 330 WASHINGTON ST NEWARK NJ 07102 NONE PUBLIC CHARITY ASSISTANCE TO HOMELESS 5740 DREXEL UNIVERSITY 3140 CHESTNUT STREET PHILADELPHIA PA 19104 NONE PUBLIC CHARITY EDUCATIONAL 1000 FAIR HAVEN FIRST AID SQUAD PO BOX 142 FAIR HAVEN NJ 07704 NONE PUBLIC CHARITY FIRST MEDICAL RESPONSE 250 FIRST PHILADELPHIA UNITARIAN CONGREG 2125 CHESTNUT STREET PHILADELPHIA PA 19103 NONE PUBLIC CHARITY RELIGIOUS 1011 FULFILL FOODBANK 3300 ROUTE 66 NEPTUNE NJ 07753 NONE PUBLIC CHARITY FIGHT HUNGER PROGRAM 1000 GARDEN STATE EQUALITY 1408 MAIN STREET ASBURY PARK NJ 07712 NONE PUBLIC CHARITY GENERAL SUPPORT 100 INTERFAITH NEIGHBORS 810 FOURTH AVENUE ASBURY PARK NJ 07712 NONE PUBLIC CHARITY COMMUNITY SUPPORT 158 JDRF 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE 501C(3) EXEMPT RESEARCH TO FIGHT TYPE 1 DIABETES 53 LUNCHBREAK 121 DRS JAMES PARKER BLVD RED BANK NJ 07701 NONE PUBLIC CHARITY FOOD ASSISTANCE FOR NEEDY 2500 MURRAY GROVE RETREAT AND RENEWAL CENTER 431 US HIGHWAY 9 LANOKA HARBOR NJ 08734 NONE PUBLIC CHARITY SOCIAL AND ENV. JUSTICE 500 NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DR BEAVERTON OR 97008 NONE 501C(3) EXEMPT GENERAL SUPPORT 100 NATIONAL WRITTING PROJECT 2120 UNIVERSITY AVE KERKELEY CA 94704 NONE 501C(3) EXEMPT EDUCATION 250 NEW YORK PUBLIC RADIO PO BOX 1550 NEW YORK NY 10116 NONE PUBLIC CHARITY PUBLIC RADIO 180 NO LIMITS CAFE 418 ROUTE 35 RED BANK NJ 07701 NONE 501C(3) EXEMPT EMPLOY ADULTS WITH INTELLECTUAL DISABILITIES 100 ONE WORLD ONE LOVE 561 SPRINGFIELD AVE SUMMIT NJ 07901 NONE PUBLIC CHARITY REFUGEE RESETTLING 104 PANCREATIC CANCER ACTION NETWORK 1500 ROSECRANS AVENUE SUITE 200 MANHATTAN BEACH CA 90266 NONE 501C(3) EXEMPT HEALTH 50 PARKER FAMILY HEALTH CENTER 211 SHREWSBURY AVENUE RED BANK NJ 07701 NONE PUBLIC CHARITY HEALTH CLINIC FOR NEEDY 1000 PHILABUNDANCE 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 NONE PUBLIC CHARITY FOOD ASSISTANCE FOR NEEDY 1000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PUBLIC CHARITY HEALTH 5100 RED BANK CROP HUNGER WALK PO BOX 8022 RED BANK NJ 07701 NONE PUBLIC CHARITY FIGHT HUNGER PROGRAM 600 RUMSON-FAIR HAVEN REGIONAL HIGH SCHOOL 74 RIDGE ROAD RUMSON NJ 07760 NONE PUBLIC CHARITY GENERAL SUPPORT 25 RUTGERS UNIVERSITY 335 GEORGE STREET NEW BRUNSWICK NJ 08901 NONE PUBLIC CHARITY EDUCATIONAL 3500 SEEDMONEY 3 POWDERHORN DRIVE SCARBOROUGH ME 04074 NONE 501C(3) EXEMPT SUPPORT FOR GARDEN PLANNING 200 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PUBLIC CHARITY SOCIAL JUSTICE MONITOR 1000 ST GREGORY'S PANTRY 804 BAY AVENUE POINT PLEASANT BEACH NJ 08742 NONE PUBLIC CHARITY FOOD ASSISTANCE FOR NEEDY 1000 STEPHY'S PLACE 210 W FRONT STREET SUITE 209 RED BANK NJ 07701 NONE PUBLIC CHARITY GENERAL SUPPORT 100 THE DAILY PENNSYLVANIAN 4015 WALNUT ST PHILADELPHIA PA 19104 NONE 501C(3) EXEMPT GENERAL SUPPORT 105 TWO RIVER THEATER 21 BRIDGE AVENUE RED BANK NJ 07701 NONE PUBLIC CHARITY CULTURAL 100 US FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE PUBLIC CHARITY CHILD HEALTH & SAFETY 1000 UNITARIAN UNIVERSALIST ASSOCIATION 24 FARNSWORTH STREET BOSTON MA 02210 NONE PUBLIC CHARITY RELIGIOUS 500 UNITARIAN UNIVERSALIST CONGREGATION 1475 WEST FRONT ST LINCROFT NJ 07738 NONE PUBLIC CHARITY RELIGIOUS SUPPORT 20700 UNIV OF PA CENTER FOR CARCERAL COMM 2929 WALNUT STREET SUITE 300 PHILADELPHIA PA 19104 NONE PUBLIC CHARITY MEDICAL 5000 VIN GOPAL CIVIC ASSOC 106 APPLE STREET SUITE 106 TINTON FALLS NJ 07724 NONE 501C(3) EXEMPT COMMUNITY SUPPORT 450 YSPAIOLA 158 RIDGEWOOD AVENUE NORTH HAVEN CT 06473 NONE PUBLIC CHARITY EDUCATION 5000 61629 0 14 37129 01 121 18 -31701 0 5549 0 5549 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 3000 0 0 0 THE 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. CORPORATE STOCK 1241340 1403889 OTHER DECREASES 2714 BROKER FEES 7481 0 0 0 FEDERAL TAX 7200 0 0 0 NJ REG FEE 30 0 0 0 REBATE 121 121