LARRY L LUING FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LARRY L LUING FAMILY FOUNDATION INC (EIN 22-3564439)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-12
- IRS object ID
- 202011649349100406
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-12T10:29:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510312742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST SP SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 N MARKET STREET FLOOR 13 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223564439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY L LUING FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARR | BusinessNameControlTxt |
| Phone | 2012911111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 RIFLE CAMP ROAD | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY LUING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2012911111 | PhoneNum |
| Signature | 2020-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA GOICURIA | PreparerPersonNm |
| PTIN | P02271914 | PTIN |
| Phone | 3024274618 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,486,357 | 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 | $41,106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $451,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$187,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,374,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $492,479 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Accounting Fees Rev And Expnss | $11,667 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,667 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,044 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,985 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $715,735 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $715,735 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $815,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $727,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$511,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $421,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,077,673 | CashBOYAmt |
| Cash EOY | $2,541 | CashEOYAmt |
| Cash EOYFMV | $2,541 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $294,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,814 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $976,646 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,021,742 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,669,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,357,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,164,167 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,607,203 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,645,547 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $336,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $357,546 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,746,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,575,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,486,357 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,746,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,575,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,746,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,575,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,746,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,575,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,746,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$511,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $339,320 | OtherIncreasesAmt |
| Subtotal | $17,575,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,575,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS | P | 2019-01-01 | 2019-12-31 | $1,158,338 | $0 | $1,302,557 | -$144,219 | -$144,219 |
| LONG TERM CAPITAL GAINS | P | 2018-01-01 | 2019-12-31 | $1,214,758 | $0 | $1,259,912 | -$45,154 | -$45,154 |
| CAPITAL GAIN DISTRIBUTIONS | P | $1,375 | $0 | $1,375 | $1,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$187,998 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$144,219 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $439,151 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,929,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $324,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,917,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $273,914 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,008,890 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $249,820 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,593,428 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044663 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,045,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035439 | DistributionYr5Rt |
| Total Distribution | 0.185927 | TotalDistributionRt |
| Average Distribution | 0.037185 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,247,945 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $752,920 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $757,135 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $727,447 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,900 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $1,457 | OverpaymentAmt |
| Applied To ES Tax | $1,457 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | RANDY LUING | IndividualWithBooksNm |
| Phone | 2012911111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 EAST MIDLAND AVE SUITE 7 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN LUING | ||||||||
| 5 WILRICH GLEN | MORRISTOWN | NJ | 07960 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RANDY LUING | ||||||||
| 64 EAST MIDLAND AVE SUITE 7 | PARAMUS | NJ | 07652 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TIMOTHY LUING | ||||||||
| 45 OAK ROAD | SADDLE RIVER | NJ | 07458 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BRIAN LUING | ||||||||
| 104 LAUREL HILL ROAD | MOUNTAIN LAKES | NJ | 07046 | TRUSTEE | 2.00 | $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 | $20,536,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,556,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,556,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,247,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,012,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,012,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,429 | TotalTaxAmt |
| Distributable Before Adj | $1,003,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,003,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,003,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $727,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $727,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $727,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,003,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $714,719 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $727,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $714,719 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $991,240 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY LUING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 EAST MIDLAND AVE SUITE 7 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2012911111 | RecipientPhoneNum |
| Form And Info And Materials | LETTER CONTAINING STATEMENT OF PROGRAM AND AMOUNT OF FUNDING REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CURRENTLY LIMITED TO MEDICAL, EDUCATIONAL, AND COMMUNITY PROGRAMS. NO GRANTS WILL BE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||
| GIFT PROCESSING CENTER PO BOX 37022 | BOONE | IA | 50037 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| AMERICAN CONFERENCE ON DIVERSITY | ||||||||
| 200 CENTENNIAL AVE SUITE 101 | PISCATAWAY | NJ | 08854 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 425 EAGLE ROCK AVENUE SUITE 203 | ROSELAND | NJ | 07068 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| AMERICAN LUNG ASSOCIATION OF FLORIDA | ||||||||
| 2020 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,735 | |
| AMFAR | ||||||||
| 120 WALL STREET 13 | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| BOCA HELPING HANDS | ||||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| BROADWAY CARESEQUITY FIGHTS AIDS | ||||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| CANCER RESEARCH INSTITUTE INC | ||||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| COVENANT HOUSE INTERNATIONAL | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| COVENANT HOUSE NEW JERSEY INC | ||||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| FAMILY PROMISE OF CAPE MAY COUNTY | ||||||||
| 505 TOWN BANK ROAD | N CAPE MAY | NJ | 08204 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| GUIDEPOSTS FOUNDATION INC | ||||||||
| 100 RESERVE ROAD SUITE E200 | DANBURY | CT | 06810 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| HABITAT FOR HUMANITY - PATERSON | ||||||||
| 146 N 1ST STREET | PATERSON | NJ | 07522 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| HABITAT FOR HUMANITY NEWARK INC | ||||||||
| PO BOX 32189 | NEWARK | NJ | 07102 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| HEALING THE CHILDREN NEW JERSEY | ||||||||
| 112 FIFTH AVENUE | HAWTHORNE | NJ | 07506 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| JOHN HOPKINS HOSPITAL | ||||||||
| 1830 E MONUMENT STREET SUITE 9026 | BALTIMORE | MD | 21287 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| JUVENILE DIABETES (JDRF) NJ | ||||||||
| 1415 NJ-70 SUITE 311 | CHERRY HILL | NJ | 08034 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| MAKE-A-WISH FOUNDATION OF METRO NEW YORK INC | ||||||||
| 500 FIFTH AVENUE 29TH FLOOR | NEW YORK | NY | 10110 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| MAKE-A-WISH FOUNDATION OF NEW JERSEY | ||||||||
| 1384 PERRINEVILLE ROAD | MONROE TOWNSHIP | NJ | 08831 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| NATIONAL MS SOCIETY | ||||||||
| ASPEN CORPORATE PARK 1 1480 U S | WOODBRIDGE | NJ | 07095 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | HIGHWAY 9 NORTH SUITE 301 |
| NORTH JERSEY VILLAGES | ||||||||
| 233 ROCK ROAD | GLEN ROCK | NJ | 07452 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| PULMONARY FIBROSIS FOUNDATION | ||||||||
| 230 EAST OHIO STREET SUITE 304 | CHICAGO | IL | 606113201 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| THE SALVATION ARMY | ||||||||
| 4 GARY RD | UNION | NJ | 07083 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $20,000 | |
| THE SMILE TRAIN | ||||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| 101 JESSUP HALL | IOWA CITY | IA | 52242 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $50,000 | |
| WETLANDS INSTITUTE | ||||||||
| 1075 STONE HARBOR BOULEVARD | STONE HARBOR | NJ | 08247 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $225,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $715,735 | 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 | $41,106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451,373 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$187,998 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,481 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,481 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT FEES | CategoryTxt |
| Amt | $11,667 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,667 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,607,203 | EOYBookValueAmt |
| EOYFMV | $1,645,547 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $14,357,240 | EOYBookValueAmt |
| EOYFMV | $18,164,167 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $976,646 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,021,742 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $336,558 | BookValueAmt |
| EOYFMV | $357,546 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $339,320 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $64,089 | Amt |
| Net Investment Income | $64,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER TAXES | $17,081 | $0 | $0 | $0 |
| FOREIGN TAXES | $6,985 | $6,985 | $0 | $0 |
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