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FRANK AND VICTORIA RICH FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FRANK AND VICTORIA RICH FAMILY FOUNDATION INC (EIN 26-1948060)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-13
IRS object ID
202201649349100600
Schema version
2021v4.2
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)
Return2022-06-13T10:29:04-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223051951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FABIETTI HALE HAMMERSTEDT & POWERS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13122 FIRE ROAD SUITE 101AddressLine1Txt
CityEGG HARBOR TOWNSHIPCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08234ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261948060EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANK & VICTORIA RICH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRANBusinessNameControlTxt
Phone6097036804PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1103 HEMSLEY PLACEAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK RICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6096417776PhoneNum
Signature2022-06-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFRANKPersonFirstNm
Person LastRICHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN C POWERS CPAPreparerPersonNm
PTINP00177894PTIN
Phone6093838299PhoneNum
Preparation2022-06-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,686FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$476DividendsRevAndExpnssAmt
Dividends Net Invst Incm$476DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,077GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,526CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,002TotalRevAndExpnssAmt
Total Net Invst Incm$8,002TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,900TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,898ExcessRevenueOverExpensesAmt
Net Investment Income$8,002NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,769CashBOYAmt
Cash EOY$1,328CashEOYAmt
Cash EOYFMV$1,328CashEOYFMVAmt
Corporate Stock BOY$7,416CorporateStockBOYAmt
Corporate Stock EOY$6,865CorporateStockEOYAmt
Corporate Stock EOYFMV$32,358CorporateStockEOYFMVAmt
Total Assets BOY$10,185TotalAssetsBOYAmt
Total Assets EOY$8,193TotalAssetsEOYAmt
Total Assets EOYFMV$33,686TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,185RetainedEarningBOYAmt
Retained Earning EOY$8,193RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,185TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,185TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,185TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,898ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,287SubtotalAmt
Other Decreases$94OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property25 SHARES FACEBOOKPropertyDesc
Acquired2012-07-31AcquiredDt
Sold2021-10-13SoldDt
Gross Sales Price$8,077GrossSalesPriceAmt
Cost Or Other Basis$551CostOrOtherBasisAmt
Gain Or Loss$7,526GainOrLossAmt
Gains Minus Excess Or Losses$7,526GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$7,526CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$111InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$111SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$111TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6097036804PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1103 HEMSLEY PLACEAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08225ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK RICH JR
103 HEMSLEY PLACENORTHFIELDNJ08225TRUSTEE, PRESIDENT, TREASU2.00$0$0$0
VICTORIA RICH
103 HEMSLEY PLACENORTHFIELDNJ08225TRUSTEE, V. PRESIDENT, SEC2.00$0$0$0
PAMELA ANN RICH
103 HEMSLEY PLACENORTHFIELDNJ08225TRUSTEE, V. PRESIDENT, ASS1.00$0$0$0
VICTORIA RICH
103 HEMSLEY PLACENORTHFIELDNJ08225TRUSTEE, V. PRESIDENT, ASS1.00$0$0$0
FRANK RICH III
103 HEMSLEY PLACENORTHFIELDNJ08225TRUSTEE, V. PRESIDENT, ASS1.00$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$37,125AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,038AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,163TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,163AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$602CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,561NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,978MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,978MinimumInvestmentReturnAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Total Tax$111TotalTaxAmt
Distributable Before Adj$1,867DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,867DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,867DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,867DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,026ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,680ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,622ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,912ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,082ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,322TotalExcessDistributionCyovAmt
Qualifying Distributions$9,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,867AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,883RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$42,205TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,026ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,179ExcessDistriCyovToNextYrAmt
Excess From Year4$9,680ExcessFromYear4Amt
Excess From Year3$8,622ExcessFromYear3Amt
Excess From Year2$6,912ExcessFromYear2Amt
Excess From Year1$5,082ExcessFromYear1Amt
Excess From Current Year$7,883ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
399 MARKET STREETPHILADELPHIAPA19106NONETAX EXEMPTCHARITABLE$500
FITCHBURG STATE UNIVERSITY FOUNDATION
160 PEARL STREETFITCHBURGMA01420NONETAX EXEMPTCHARITABLE$200
NORTHFIELD MOTHER'S LEAGUE
PO BOX 790NORTHFIELDNJ08225NONETAX EXEMPTCHARITABLE$100
ST JOSEPH'S CATHOLIC SCHOOL
11 HARBOR LANESOMERS POINTNJ08244NONETAX EXEMPTCHARITABLE$1,000
ST MARY'S CATHOLIC CHURCH
426 MONMOUTH STREETGLOUCESTER CITYNJ08030NONETAX EXEMPTCHARITABLE$500
THE HANSEN FOUNDATION
4 EAST JIMMIE LEEDS ROAD SUITE 3GALLOWAYNJ08205NONETAX EXEMPTCHARITABLE$500
THE JEFFERSON FOUNDATION
125 SOUTH 9TH STREET SUITE 600PHILADELPHIAPA191075123NONETAX EXEMPTCHARITABLE$2,500
TOM FABIETTI SCHOLARSHIP FOUNDATION
3122 FIRE ROAD SUITE 101EGG HARBOR TOWNSHIPNJ08234NONETAX EXEMPTCHARITABLE$300
NICKLAUS CHILDREN'S HEALTH CARE FONDATION
11770 US HIGHWAY ONE SUITE 308NORTH PALM BEACHFL33408NONETAX EXEMPTCHARITABLE$3,500
MAINLAND GIRLS VOLLEYBALL TEAM
1301 OAK AVENUELINWOODNJ08221NONETAX EXEMPTCHARITABLE$500
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVENUEBETHESDAMD20814NONETAX EXEMPTCHARITABLE$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$476RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,526RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$8,002RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,002TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST ON MONEY MARKET ACCOUNT
4DIVIDENDS ON MONEY MARKET ACCOUNT

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
50 SHARES FACEBOOK INC$1,101$16,818
700 SHARES OCEANFIRST FINANCIAL CORP$5,764$15,540

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSEDesc
Amt$94Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSERVICE FEEDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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