WARDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WARDELL FAMILY FOUNDATION INC (EIN 46-4313076)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201911289349100716
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T07:34:02-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223491267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAF MIELE MANGANELLI FORTUNATO & ENGEL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070042530 | 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 | 464313076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WARDELL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 7328590641 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 HANCE ROAD | AddressLine1Txt |
| City | FAIR HAVEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD WARDELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Hagaman CPA | PreparerPersonNm |
| PTIN | P00184266 | PTIN |
| Phone | 9738089500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,197,084 | 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 |
| Dividends Rev And Expnss | $23,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $607,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,454 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,249 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,470 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,371 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,078,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,047,684 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,164,713 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,116,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,080,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,197,084 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,116,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,080,055 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,116,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,080,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,116,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,080,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,116,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,898 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,080,055 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,080,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 124.896 DODGE & COX INTERNAT | P | 2016-01-01 | 2018-01-05 | $5,985 | $5,381 | $604 | $604 |
| 335.666 HARBOR REAL RETURN | P | 2016-01-01 | 2018-11-21 | $2,970 | $3,311 | -$341 | -$341 |
| 14.808 HARBOR REAL RETURN | P | 2018-01-01 | 2018-11-21 | $131 | $146 | -$15 | -$15 |
| 205.479 THE OAKMARK INTL. | P | 2016-01-01 | 2018-01-05 | $6,000 | $5,306 | $694 | $694 |
| 140 ISHARES TR S & P 500 GROWTH | P | 2011-01-12 | 2018-01-05 | $21,953 | $9,356 | $12,597 | $12,597 |
| 44.633 OPPENHEIMER INTERNAT TH FUND CL Y | P | 2016-01-01 | 2018-01-05 | $2,000 | $1,702 | $298 | $298 |
| 318.037 RUSSELL EMERGING MAR | P | 2016-01-01 | 2018-01-05 | $7,000 | $5,427 | $1,573 | $1,573 |
| 1,554.243 RUSSELL GLOBAL REAL | P | 2016-01-01 | 2018-02-06 | $50,000 | $57,236 | -$7,236 | -$7,236 |
| 2.405.297 RUSSELL STRATEGIC BO | P | 2018-01-01 | 2018-02-06 | $25,689 | $26,486 | -$797 | -$797 |
| 24,592,788 RUSSELL STRATEGIC BO | P | 2016-01-01 | 2018-02-06 | $262,651 | $270,768 | -$8,117 | -$8,117 |
| 61.958 RUSSELL US SMALL C FUND CL S | P | 2016-01-01 | 2018-01-05 | $2,000 | $1,927 | $73 | $73 |
| 8584.945 RUSSELL INVESTMENT G FUND CLASS S | P | 2018-01-01 | 2018-11-21 | $174,961 | $179,805 | -$4,844 | -$4,844 |
| 308 VANGUARD INDEX FDS VANGUARD VALUE ETF | P | 2014-03-12 | 2018-01-05 | $32,706 | $23,710 | $8,996 | $8,996 |
| Capital Gain Dividends | $12,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,454 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,656 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $676 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $676 | SubtotalAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $223 | OverpaymentAmt |
| Applied To ES Tax | $223 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD WARDELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328590641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 HANCE ROAD | AddressLine1Txt |
| City | FAIR HAVEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| EDWARD B WARDELL | ||||||
| 63 HANCE ROAD | FAIR HAVEN | NJ | 077043201 | President | 1.00 | $0 |
| ELIZABETH DEBEER | ||||||
| 63 HANCE ROAD | FAIR HAVEN | NJ | 077043201 | Vice President | 1.00 | $0 |
| PAULINE WARDELL | ||||||
| 63 VANCE ROAD | FAIR HAVEN | NJ | 077043201 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,273,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,300,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,300,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,280,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $676 | TotalTaxAmt |
| Distributable Before Adj | $63,371 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,371 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,970 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,970 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $67,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,127 | UndistributedIncomePYAmt |
| Qualifying Distributions | $67,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,127 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,843 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $44,528 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD B WARDELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITARIAN UNIVERSALIST CONGREGATION | |||||||
| 1475 WEST FRONT ST | LINCROFT | NJ | 07738 | NONE | PC | GENERAL SUPPORT | $32,000 |
| COVENANT HOUSE NEW JERSEY | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $11,200 |
| FARROKH LANGDANA EMBA ACADEMIC FUND | |||||||
| 335 GEORGE STREET LIBERTY PLAZA | NEW BRUNSWICK | NJ | 08901 | NONE | SO I | GENERAL SUPPORT | $1,000 |
| FOODBANK OF MONMOUTH OCEAN COUNTIES | |||||||
| 330 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PC | GENERAL SUPPORT | $750 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $750 |
| FAIR HAVEN FIRST AID SQUAD | |||||||
| PO BOX 142 | FAIR HAVEN | NJ | 07704 | NONE | PC | GENERAL SUPPORT | $250 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | GENERAL SUPPORT | $750 |
| ST GREGORY'S PANTRY | |||||||
| 804 BAY AVENUE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | GENERAL SUPPORT | $600 |
| PARKER FAMILY HEALTH CENTER | |||||||
| 211 SHREWSBURY AVENUE | RED BANK | NJ | 07701 | NONE | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF CLEARWATER | |||||||
| PO BOX 303 | RED BANK | NJ | 07701 | NONE | PC | GENERAL SUPPORT | $500 |
| RED BANK CROP WALK | |||||||
| PO BOX 8022 | RED BANK | NJ | 07701 | NONE | PC | GENERAL SUPPORT | $500 |
| MURRAY GROVE RETREAT AND RENEWAL CE | |||||||
| 431 US HIGHWAY 9 | LANOKA HARBOR | NJ | 08734 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02174 | NONE | PC | GENERAL SUPPORT | $200 |
| UNITARIAN UNIVERSALIST ASSOCIATION | |||||||
| 24 FARNSWORTH STREET | BOSTON | MA | 02210 | NONE | PC | GENERAL SUPPORT | $400 |
| YSPAIOLA | |||||||
| 158 RIDGEWOOD AVENUE | NORTH HAVEN | CT | 06473 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JOHNS HOPKINS UNIVERSITY OTOLARYNGO | |||||||
| 601 N CAROLINE STREET SUITE 6210 | BALTIMORE | MD | 21287 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| 330 7TH AVENUE 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $500 |
| ALPHA 1 FOUNDATION | |||||||
| 3300 PONCE DE LEON BOULEVARD | CORAL GABLES | FL | 33134 | NONE | PC | GENERAL SUPPORT | $200 |
| CASA FREEHOLD | |||||||
| 655 SOUTH STREET | FREEHOLD | NJ | 07728 | NONE | PC | GENERAL SUPPORT | $500 |
| TEMPLE BETH EMETH | |||||||
| 100 ACADEMY ROAD | ALBANY | NY | 12208 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MORE THAN WORDS | |||||||
| 242 E BERKELEY STREET | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $500 |
| STEPHY'S PLACE | |||||||
| 210 W FRONT STREET SUITE 209 | RED BANK | NJ | 07701 | NONE | PC | GENERAL SUPPORT | $250 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | PC | GENERAL SUPPORT | $120 |
| LUPUS FOUNDATION OF AMERICA | |||||||
| 150 MORRIS AVENUE SUITE 102 | SPRINGFIELD | NJ | 07081 | NONE | PC | GENERAL SUPPORT | $200 |
| UNITED WAY | |||||||
| 1415 WYCKOFF ROAD | WALL TOWNSHIP | NJ | 07727 | NONE | PC | GENERAL SUPPORT | $300 |
| FIRST PHILADELPHIA UNITARIAN CONGRE | |||||||
| 2125 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GEBERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,970 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,485 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,485 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,249 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF DOMICILE, NEW JERSEY, DOES NOT REQUIRE A CHARITABLE ORGANIZATION RECEIVING LESS THAN $10,000 ANNUALLY TO REGISTER OR FILE RETURNS WITH THE STATE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $770,824 | $719,408 |
| EXCHANGE TRADED FUNDS | $276,860 | $445,305 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $6,470 | $6,470 |
| FEDERAL TAX | $681 | |
| MISC FEES | $26 |
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