THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-13
- IRS object ID
- 202012579349100051
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-13T14:54:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 680 HOOPER AVENUE | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | 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 | 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 | 7327365205 | 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 | 7327365205 | PhoneNum |
| Signature | 2020-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG R JOHNSON | PreparerPersonNm |
| PTIN | P00836358 | PTIN |
| Phone | 7327971333 | PhoneNum |
| Preparation | 2020-09-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.61.110.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-13 | IPDt |
| IP Tm | 14:54:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C58BE5244CC0F7C18BDFA04C963D61E7612574E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $154,086 | 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 | $162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $162 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $162 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,104 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,104 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,874 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,140 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,266 | 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 |
| Tot Opr Expenses Rev And Expnss | $0 | 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 | $30,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,266 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,688 | CashBOYAmt |
| Cash EOY | $10,145 | CashEOYAmt |
| Cash EOYFMV | $10,145 | CashEOYFMVAmt |
| Other Investments BOY | $105,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,941 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $111,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,086 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $10,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $10,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $101,020 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $87,754 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $87,810 | SubtotalAmt |
| Other Decreases | $56 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GS CORE FIXED INCOME FUND | 2009-08-31 | 2019-03-18 | $29 | $26 | $3 | $3 | |
| GS CORE FIXED INCOME FUND | 2009-08-24 | 2019-03-18 | $4,971 | $4,377 | $594 | $594 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2019-03-18 | $5,076 | $1,853 | $3,223 | $3,223 | |
| GS CORE FIXED INCOME FUND | 2009-08-24 | 2019-07-18 | $3,400 | $2,888 | $512 | $512 | |
| ISHARES MSCI EAFE ETF | 2009-08-24 | 2019-07-18 | $6,201 | $4,978 | $1,223 | $1,223 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2019-07-18 | $10,417 | $3,603 | $6,814 | $6,814 | |
| CAPITAL GAINS DIVIDENDS | $505 | $505 | $505 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,874 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,297 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $168,481 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.197631 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,999 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $181,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.115805 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,468 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $179,686 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074953 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,363 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $191,820 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116583 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,448 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $208,600 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.117200 | DistributionYr5Rt |
| Total Distribution | 0.622172 | TotalDistributionRt |
| Average Distribution | 0.124434 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $152,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,931 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,102 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $171 | 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 | $146,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171 | TotalTaxAmt |
| Distributable Before Adj | $7,436 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,436 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,436 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $171 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,179 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,436 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,971 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,645 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,392 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,411 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,914 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,325 | 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 | $14,264 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,061 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,971 | ExcessFromYear4Amt |
| Excess From Year3 | $4,645 | ExcessFromYear3Amt |
| Excess From Year2 | $12,139 | ExcessFromYear2Amt |
| Excess From Year1 | $25,392 | ExcessFromYear1Amt |
| Excess From Current Year | $22,914 | 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $200 |
| AMBASSADOR CHRISTIAN ACADEMY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| AMERICAN RED CROSS DISASTER RELIEF | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $20 |
| BIG BROTHERS BIG SISTERS OF OCEAN COUNTY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $75 |
| CHRISTIAN BROTHERS ACADEMY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 |
| CHRISTIAN BROTHERS ACADEMY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| COUNT BASIE THEATRE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| DAVID SIMSON | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $2,500 |
| DEB TIAGWAD MEMORIAL FUND | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $15 |
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $15 |
| DOTTIE'S HOUSE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| EMMANUEL CANCER FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 |
| FCA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| FOX CHASE CANCER CENTER | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $25 |
| FRIENDLY SONS OF ST PATRICK | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $175 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $2,500 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| GOODWILL FIRE COMPANY NO 2 | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| HILLSDALE COLLEGE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $25 |
| JERSEY SHORE COUNCIL BSA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| JERSEY SHORE COUNCIL BSA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| LAKEWOOD CIVILIAN SAFETY WATCH | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| LAKEWOOD CIVILIAN SAFETY WATCH | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| LAKEWOOD ELKS | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $200 |
| LAKEWOOD HIGH SCHOOL ALUMNI | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| LARC SCHOOL | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $750 |
| LHS CENTENNIAL FOOTBALL GAME | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| LHSAA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| MARCH OF DIMES | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $15 |
| MERCY CENTER CORPORATION INC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $40 |
| MMCSC FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $300 |
| MONMOUTH COUNCIL BSA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| MONMOUTH COUNCIL BSA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| MONMOUTH MEDICAL CENTER FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| MONMOUTH MEDICAL CENTER SC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| OCEAN COUNTY COLLEGE FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| OCEAN COUNTY HISTORICAL SOCIETY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| OCEAN COUNTY LIBRARY FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| OCEAN COUNTY LIBRARY FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| OCEAN COUNTY MAYORS' ASSOCIATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| OCEAN'S HARBOR HOUSE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,250 |
| RUTGERS HILLEL | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| SOUTH WALL FIRE COMPANY NO 1 INC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $75 |
| SOUTH WALL FIRE COMPANY NO 1 INC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| ST JOSEPH'S RC CHURCH | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $200 |
| THE ALCOVE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 |
| THE COOPER FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,500 |
| THE COOPER FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| THE HERITAGE FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| THE SAMARITAN CENTER AT THE JERSEY SHORE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| THE SAMARITAN CENTER AT THE JERSEY SHORE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| THE SANDER & MATTIS BURN | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $200 |
| THE STG FUND | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $300 |
| THE STRETCHER & HOROWITZ FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| TOM KEAN FOR CONGRESS | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| TOMS RIVER FIELD OF DREAMS | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 |
| TOMS RIVER PBA 137 | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| TURNING LIVES AROUND INC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,500 |
| TURNING LIVES AROUND INC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 |
| UNIVERSITY OF MIAMI | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $5,000 |
| VNAHG FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| WALL TOWNSHIP PBA 234 | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,350 | 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 | $162 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,140 | 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 (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS CORE FIXED INCOME FUND | AT COST | $29,695 | $35,125 |
| GS HIGH YIELD FUND | AT COST | $5,236 | $5,329 |
| SPDR S&P 500 ETF TRUST | AT COST | $18,944 | $59,511 |
| GS REAL ESTATE SECURITIES FUND | AT COST | $1,981 | $3,169 |
| ISHARES MSCI EAFE ETF | AT COST | $27,243 | $36,109 |
| GS INTL REAL ESTATE SECURITIES FUND | AT COST | $4,510 | $4,698 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $56 | Amt |
Comments