LARRY L LUING FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LARRY L LUING FAMILY FOUNDATION INC (EIN 22-3564439)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201943179349100709
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T07:01:40-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | PO BOX 8985 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 | 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 | 2019-11-12 | 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 | 3026518300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.19.225.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 09:50:28 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9C924457B5D275461852EC86B70A375E5271692 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88073FDB48F12F1BC12D85A4758BE242193F4228 | 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 | $18,340,484 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,316,520 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,227 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,227 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $363,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $363,992 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $363,992 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,611,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,337 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,847,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $530,556 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $375,219 | 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 |
| Other Prof Fees Rev And Expnss | $24,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,889 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,837 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,372,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,830 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $375,219 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,514,086 | CashBOYAmt |
| Cash EOY | $1,077,673 | CashEOYAmt |
| Cash EOYFMV | $1,077,673 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,685,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,669,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,262,811 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,199,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,746,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,340,484 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $7,199,413 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,746,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,199,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,746,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,199,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,746,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,199,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,372,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $175,146 | OtherIncreasesAmt |
| Subtotal | $17,746,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,746,758 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS | P | 2018-01-01 | 2018-12-31 | $173,003 | $0 | $173,003 | $173,003 | |
| LONG TERM CAPITAL GAINS | P | 2018-01-01 | 2018-12-31 | $1,406,547 | $0 | -$49,259 | -$49,259 | $1,455,806 |
| CAPITAL GAINS DIVIDENDS | P | $31,593 | $31,593 | $31,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,337 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $173,003 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $324,030 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,917,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032672 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,008,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045585 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $249,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,593,428 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044663 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $178,795 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,045,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035439 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,939,966 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029705 | DistributionYr5Rt |
| Total Distribution | 0.188064 | TotalDistributionRt |
| Average Distribution | 0.037613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,929,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $599,171 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $604,119 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $439,151 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,897 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,897 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,181 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,901 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 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 | $16,011,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,172,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,172,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,929,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $796,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $796,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,897 | TotalTaxAmt |
| Distributable Before Adj | $786,597 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $786,597 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $786,597 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $439,151 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $439,151 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $786,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $367,273 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $367,273 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,878 | 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 | $714,719 | 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 (25 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 | ||||||||
| 42 BROADWAY 1724 | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 400 MORRIS AVE 251 | DENVILLE | NJ | 07834 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 2701 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $2,151 | |
| AMFAR | ||||||||
| 120 WALL ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 | |
| BROADWAY CARESEQUITY FIGHT AIDS | ||||||||
| 165 WEST 46TH STREET 1300 | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA STREET STE 400 | LOS ANGELES | CA | 90012 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 | |
| COVENANT HOUSE | ||||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| FAMILY PROMISE OF CAPE MAY COUNTY | ||||||||
| 505 TOWN BANK ROAD | N CAPE MAY | NY | 08204 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 298 S ORANGE AVE | NEWARK | NJ | 07103 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| HEALING THE CHILDREN NEW JERSEY | ||||||||
| 112 5TH AVE | HAWTHORNE | NJ | 07506 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| HISPANIC FEDERATION | ||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| JOHN HOPKINS HOSPITAL | ||||||||
| 3910 KESWICK RD S BLDG 4TH FLR STE | BALTIMORE | MD | 21211 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | 4 |
| JUVENILE DIABETES (JDRF) NJ | ||||||||
| 1400 K STREET NW STE 725 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| MAKE A WISH | ||||||||
| 2901 STIRLING RD STE 208 | FT LAUDERDALE | FL | 33312 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 900 SOUTH BROADWAY | DENVER | CO | 80209 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| NORTH JERSEY VILLAGES | ||||||||
| 233 ROCK RD | GLEN ROCK | NJ | 07452 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| PULMONARY FIBROSIS FOUNDATION | ||||||||
| 230 EAST OHIO STREET 304 | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| SALVATION ARMY | ||||||||
| 4 GARY ROAD | UNION | NJ | 07083 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| THE SMILE TRAIN | ||||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | 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 BLVD | 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 | $439,151 | 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 | $11,227 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $363,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $530,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $530,556 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY L LUING REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $10,316,520 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $16,669,085 | EOYBookValueAmt |
| EOYFMV | $17,262,811 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $175,146 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,889 | Amt |
| Net Investment Income | $24,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER TAXES | $4,198 | $4,198 | $0 | $0 |
| FOREIGN TAXES | $6,639 | $6,639 | $0 | $0 |
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