THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201932879349100013
- Schema version
- 2018v3.1
- 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 | 2019-10-14T09:04:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 BUILDING B | 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 | 2018-01-01 | 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 | 2019-10-14 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.35.50.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-14 | IPDt |
| IP Tm | 09:04:49 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $154,816 | 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 | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,871 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,871 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,322 | 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 |
| Taxes Rev And Expnss | $207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $64 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $271 | 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 | $33,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,313 | CashBOYAmt |
| Cash EOY | $5,688 | CashEOYAmt |
| Cash EOYFMV | $5,688 | CashEOYFMVAmt |
| Other Investments BOY | $115,739 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,128 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $117,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,816 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $10,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $117,052 | UnrestrictedBOYAmt |
| Unrestricted EOY | $101,020 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $387 | OtherIncreasesAmt |
| Subtotal | $101,020 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2018-06-08 | $3,013 | $1,133 | $1,880 | $1,880 | |
| ISHARES MSCI EAFE ETF | 2009-08-24 | 2018-02-26 | $4,668 | $3,405 | $1,263 | $1,263 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2018-02-26 | $5,542 | $2,059 | $3,483 | $3,483 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2018-06-30 | $5,047 | $1,853 | $3,194 | $3,194 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2018-11-27 | $5,078 | $1,956 | $3,122 | $3,122 | |
| CAPITAL GAINS DIVIDENDS | $432 | $432 | $432 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,374 | 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 | $20,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $181,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,468 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $179,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $191,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.116583 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,448 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $208,600 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117200 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,067 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $214,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205347 | DistributionYr5Rt |
| Total Distribution | 0.629888 | TotalDistributionRt |
| Average Distribution | 0.125978 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,481 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $173 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,398 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,470 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $346 | 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 | $346 | 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 | $167,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $346 | TotalTaxAmt |
| Distributable Before Adj | $8,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $173 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,297 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,392 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,392 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,392 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $25,392 | 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MMCSC FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| CURE PSP | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| UNIVERSITY OF MIAMI | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| CBA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| THE LOTOS FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $2,500 |
| FRIENDLY SONS OF ST PATRICK | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $150 |
| NJTV | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| BERKELEY TOWNSHIP HISTORICAL SOCIETY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| OCEAN COUNTY COLLEGE FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $10 |
| THE COOPER FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,500 |
| THE HERITAGE FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| LAKEWOOD HISTORICAL SOCIETY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $125 |
| LHSAA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| LAKEWOOD HIGH SCHOOL ALUMNI ASSOCIATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| IHNOC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $200 |
| LARC SCHOOL | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $80 |
| THE FOUNDATION FOR THE NEW JERSEY HALL OF FAME | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $10,000 |
| THE HERITAGE FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| MONMOUTH COUNCIL BSA | ||||||
| 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 | $1,000 |
| THE PRESERVATION ALLIANCE OF SPRING LAKE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $35 |
| REMAX REAL ESTATE LTD | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $150 |
| THE LAKEWOOD HISTORICAL SOCIETY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| CHRISTIAN BROTHERS ACADEMY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| OCEAN'S HARBOR HOUSE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 |
| TOMS RIVER FIRE DEPT | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| SPECIAL OLYMPICS | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| FCA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| TOMS RIVER FIRST AID SQUAD 39 | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| GOODWILL FIRE COMPANY NO 2 | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| EMMANUEL CANCER FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $250 |
| JOSEPH PIZZUTO | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| FATHER ED BLANCHETT | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| DREXEL UNIVERSITY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $3,000 |
| OCEAN COUNTY MAYORS ASSOCIATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| HERITTAGE FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| DEB TIAGWAD MEMORIAL FUND | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $2,500 |
| 21 PLUS FOUNDATION | ||||||
| 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 | $100 |
| EASTERSEALS | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $20 |
| FREEDOMWORKS FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| COUNT BASIE THEATRE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| MONMOUTH COUNCIL BSA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $200 |
| THE LOTOS FOUNDATION INC | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| INTERFAITH HOSPITALITY NETWORK | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| CHRISTIAN BROTHERS ACADEMY | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $350 |
| HACKENSACK UNIVERSITY MC FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $100 |
| CBA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,580 |
| THE STG FUND | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $300 |
| LARC SCHOOL | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $750 |
| JERSEY SHORE COUNCIL BSA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $150 |
| CBA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $500 |
| EASTERSEALS | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $20 |
| BOY SCOUTS OF AMERICA | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $150 |
| HILLSDALE COLLEGE | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $50 |
| SILVER SHIELD FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $1,000 |
| RIVERVIEW MEDICAL CENTER FOUNDATION | ||||||
| 231 MAIN STREET | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSES | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,470 | 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 | $77 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,871 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,322 | 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 | $36,986 | $41,353 |
| GS HIGH YIELD FUND | AT COST | $5,236 | $4,886 |
| SPDR S&P 500 ETF TRUST | AT COST | $24,400 | $59,571 |
| GS REAL ESTATE SECURITIES FUND | AT COST | $1,981 | $2,990 |
| ISHARES MSCI EAFE ETF | AT COST | $32,219 | $36,150 |
| GS INTL REAL ESTATE SECURITIES FUND | AT COST | $4,510 | $4,178 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $387 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $207 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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