WARDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WARDELL FAMILY FOUNDATION INC (EIN 46-4313076)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-01
- IRS object ID
- 201802139349100105
- Schema version
- 2017v2.2
- 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 | 2018-08-01T10:33:38-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT HAGAMAN | PreparerPersonNm |
| PTIN | P00184266 | PTIN |
| Phone | 9738089500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,362,209 | 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 | $19,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,347 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,895 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,363 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,623 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,390 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,122,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,078,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,322,819 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,139,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,362,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,139,279 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,116,953 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,139,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,139,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,116,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,139,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,116,953 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 342.319 DODGE & COX INTERNAT | P | 2015-01-01 | 2017-10-06 | $15,985 | $14,729 | $1,256 | $1,256 |
| 219.273 RUSSELL EMERGING MAR | P | 2015-01-01 | 2017-03-02 | $3,800 | $3,732 | $68 | $68 |
| 338.983 CL S | P | 2015-01-01 | 2017-10-06 | $7,000 | $5,770 | $1,230 | $1,230 |
| 263.158 RUSSELL GLOBAL REAL | P | 2015-01-01 | 2017-03-02 | $8,900 | $9,761 | -$861 | -$861 |
| 57.937 RUSSELL GLOBAL REAL | P | 2015-01-01 | 2017-06-06 | $2,000 | $2,125 | -$125 | -$125 |
| 143.124 RUSSELL US SMALL C FUND CL S | P | 2015-01-01 | 2017-03-02 | $4,600 | $4,435 | $165 | $165 |
| 152 VANGUARD INDEX FDS V | P | 2014-03-12 | 2017-03-02 | $15,318 | $13,029 | $2,289 | $2,289 |
| 390 VANGUARD INDEX FDS VALUE | P | 2014-03-12 | 2017-03-02 | $38,065 | $30,023 | $8,042 | $8,042 |
| 83 VANGUARD INDEX FDS VALUE | P | 2014-03-12 | 2017-06-06 | $7,962 | $6,390 | $1,572 | $1,572 |
| Capital Gain Dividends | $11,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,347 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $771 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $771 | SubtotalAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $219 | OverpaymentAmt |
| Applied To ES Tax | $219 | 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 |
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 | $1,249,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,313,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,313,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,293,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $771 | TotalTaxAmt |
| Distributable Before Adj | $63,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,325 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,325 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,530 | UndistributedIncomePYAmt |
| Qualifying Distributions | $57,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,530 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,795 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $49,127 | 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 (26 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 | $32,050 |
| COVENANT HOUSE NEW JERSEY | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $3,325 |
| RUTGER UNIVERSITY FOUNDATION | |||||||
| 7 COLLEGE AVE WINANTS HALL | 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 |
| THE COMMUNITY YMCA | |||||||
| 170 PATTERSON AVENUE | SHREWSBURY | NJ | 07702 | NONE | PC | GENERAL SUPPORT | $250 |
| 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 |
| FAIR HAVEN COMMUNITY APPEAL | |||||||
| PO BOX 63 | FAIR HAVEN | NJ | 07704 | NONE | PC | GENERAL SUPPORT | $1,000 |
| 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 | $350 |
| MURRAY GROVE RETREAT AND RENEWAL CE | |||||||
| 431 US HIGHWAY 9 | LANOKA HARBOR | NJ | 08734 | NONE | PC | GENERAL SUPPORT | $500 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02174 | NONE | PC | GENERAL SUPPORT | $250 |
| ST ANTHONY 1907 FOUNDATION | |||||||
| PO BOX 454 | VILLANOVA | PA | 19085 | NONE | PC | GENERAL SUPPORT | $3,000 |
| 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 |
| GIRL SCOUTS OF THE JERSEY SHORE | |||||||
| 1405 OLD FREEHOLD ROAD | TOMS RIVER | NJ | 08753 | NONE | PC | GENERAL SUPPORT | $250 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $1,500 |
| JOHNS HOPKINS UNIVERSITY OTOLARYNGO | |||||||
| 601 N CAROLINE STREET SUITE 6210 | BALTIMORE | MD | 21287 | NONE | PC | GENERAL SUPPORT | $1,250 |
| 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 |
| ALPHA 1 FOUNDATION | |||||||
| 3300 PONCE DE LEON BOULEVARD | CORAL GABLES | FL | 33134 | NONE | PC | GENERAL SUPPORT | $100 |
| CASA FREEHOLD | |||||||
| 655 SOUTH STREET | FREEHOLD | NJ | 07728 | NONE | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,636 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,636 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,895 | 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 | $1,900 | 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 | HE 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 | $770,701 | $802,318 |
| EXCHANGE TRADED FUNDS | $307,862 | $520,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $6,363 | $6,363 |
| FEDERAL TAX | $1,607 | |
| MISC FEES | $26 |
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