2019-05-08T07:34:02-07:00 2018-12-31 223491267 LEAF MIELE MANGANELLI FORTUNATO & ENGEL 310 PASSAIC AVE FAIRFIELD NJ 070042530 990PF 2018-01-01 464313076 THE WARDELL FAMILY FOUNDATION INC WARD 7328590641 63 HANCE ROAD FAIR HAVEN NJ 07704 EDWARD WARDELL President 2019-05-08 true Scott Hagaman CPA P00184266 9738089500 2018 2019-02-21 02:37:17Z X 1197084 X X 23795 23795 16454 607015 16454 40249 40249 2000 7177 6470 9177 6470 0 67970 67970 77147 6470 67970 -36898 33779 38390 32371 32371 1078563 1047684 1164713 1116953 1080055 1197084 0 X 1116953 1080055 1116953 1080055 1116953 1080055 1116953 -36898 1080055 1080055 124.896 DODGE & COX INTERNAT P 2016-01-01 2018-01-05 5985 5381 604 604 335.666 HARBOR REAL RETURN P 2016-01-01 2018-11-21 2970 3311 -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 6000 5306 694 694 140 ISHARES TR S & P 500 GROWTH P 2011-01-12 2018-01-05 21953 9356 12597 12597 44.633 OPPENHEIMER INTERNAT TH FUND CL Y P 2016-01-01 2018-01-05 2000 1702 298 298 318.037 RUSSELL EMERGING MAR P 2016-01-01 2018-01-05 7000 5427 1573 1573 1,554.243 RUSSELL GLOBAL REAL P 2016-01-01 2018-02-06 50000 57236 -7236 -7236 2.405.297 RUSSELL STRATEGIC BO P 2018-01-01 2018-02-06 25689 26486 -797 -797 24,592,788 RUSSELL STRATEGIC BO P 2016-01-01 2018-02-06 262651 270768 -8117 -8117 61.958 RUSSELL US SMALL C FUND CL S P 2016-01-01 2018-01-05 2000 1927 73 73 8584.945 RUSSELL INVESTMENT G FUND CLASS S P 2018-01-01 2018-11-21 174961 179805 -4844 -4844 308 VANGUARD INDEX FDS VANGUARD VALUE ETF P 2014-03-12 2018-01-05 32706 23710 8996 8996 Capital Gain Dividends 12969 16454 -5656 676 676 676 900 900 X 1 223 223 false false false false false false false false true true NJ false false false false false true N/A EDWARD WARDELL 7328590641 63 HANCE ROAD FAIR HAVEN NJ 07704 false false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 1273239 27210 0 1300449 0 1300449 19507 1280942 64047 64047 676 676 63371 63371 63371 67970 67970 67970 63371 49127 67970 49127 0 18843 44528 EDWARD B WARDELL X UNITARIAN UNIVERSALIST CONGREGATION 1475 WEST FRONT ST LINCROFT NJ 07738 NONE PC GENERAL SUPPORT 32000 COVENANT HOUSE NEW JERSEY 330 WASHINGTON ST NEWARK NJ 07102 NONE PC GENERAL SUPPORT 11200 FARROKH LANGDANA EMBA ACADEMIC FUND 335 GEORGE STREET LIBERTY PLAZA NEW BRUNSWICK NJ 08901 NONE SO I GENERAL SUPPORT 1000 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 1000 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 5000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PC GENERAL SUPPORT 1000 JOHNS HOPKINS UNIVERSITY OTOLARYNGO 601 N CAROLINE STREET SUITE 6210 BALTIMORE MD 21287 NONE PC GENERAL SUPPORT 1000 COMMITTEE TO PROTECT JOURNALISTS 330 7TH AVENUE 11TH FLOOR NEW YORK NY 10001 NONE PC GENERAL SUPPORT 1000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PC GENERAL SUPPORT 1000 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 5000 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 67970 14 23795 12969 3485 36764 3485 40249 false false false false false false false false false false TAX RETURN PREPARATION 2000 0 0 0 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. MUTUAL FUNDS 770824 719408 EXCHANGE TRADED FUNDS 276860 445305 BROKER FEES 6470 6470 FEDERAL TAX 681 MISC FEES 26