THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-19
- IRS object ID
- 201821709349100412
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-19T13:05:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD STE 125 | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077016765 | 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 | 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) |
|---|---|---|
| In Care Of | % ORGANIZATION | InCareOfNm |
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 7327365205 | PhoneNum |
US Address USAddress
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BUCKELEW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7327365205 | PhoneNum |
| Signature | 2018-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J VITALE CPA | PreparerPersonNm |
| PTIN | P00064833 | PTIN |
| Phone | 7328423113 | 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 | $187,278 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,733 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $282 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $63 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,999 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,224 | CashBOYAmt |
| Cash EOY | $1,313 | CashEOYAmt |
| Cash EOYFMV | $1,313 | CashEOYFMVAmt |
| Other Investments BOY | $125,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,739 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $185,965 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $128,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $187,278 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $128,071 | UnrestrictedBOYAmt |
| Unrestricted EOY | $117,052 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,019 | ExcessRevenueOverExpensesAmt |
| Subtotal | $117,052 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $117,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GS CORE FIXED INCOME FUND INSTITUTIONAL SHARES | 2009-08-24 | 2017-02-09 | $3,000 | $2,609 | $391 | $391 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2017-02-09 | $2,308 | $1,030 | $1,278 | $1,278 | |
| GS CORE FIXED INCOME FUND INSTITUTIONAL SHARES | 2009-08-24 | 2017-03-14 | $5,000 | $4,394 | $606 | $606 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2017-06-15 | $4,874 | $2,059 | $2,815 | $2,815 | |
| CAPITAL GAIN DIVIDENDS | $643 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,733 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,468 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $179,686 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074953 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,363 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $191,820 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,448 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $208,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.1172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $214,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.205347 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,759 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $226,048 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.158192 | DistributionYr5Rt |
| Total Distribution | 0.672275 | TotalDistributionRt |
| Average Distribution | 0.134455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $181,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,381 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,484 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,999 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $207 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $207 | SubtotalAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $207 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 2.0 | $0 | $0 | $0 |
| BRIAN BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| KEVIN BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $182,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $184,091 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $184,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $181,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $207 | TotalTaxAmt |
| Distributable Before Adj | $8,860 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,860 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,999 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $20,999 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $20,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,743 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,673 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,264 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,645 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,139 | RemainingDistriFromCorpusAmt |
| Total Corpus | $102,435 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,743 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,673 | ExcessFromYear4Amt |
| Excess From Year3 | $14,264 | ExcessFromYear3Amt |
| Excess From Year2 | $12,971 | ExcessFromYear2Amt |
| Excess From Year1 | $4,645 | ExcessFromYear1Amt |
| Excess From Current Year | $12,139 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH BUCKELEW | ContributingManagerNm |
| Contributing Manager | CAROL BUCKELEW | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FCA | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | CHARITABLE PURPOSE | $250 | |
| GEORGIAN COURT UNIVERSITY | |||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | N/A | EDUCATIONAL PURPOSE | $2,500 | |
| THE HERITAGE ACTION | |||||||
| 214 MASSACHUSETTS AVE NE SUITE 400 | WASHINGTON | DC | 20002 | N/A | CHARITABLE PURPOSE | $113 | |
| LARC SCHOOL | |||||||
| 1089 CREEK ROAD | BELLMAWR | NJ | 08031 | N/A | EDUCATIONAL PURPOSE | $750 | |
| BOY SCOUTS OF AMERICA NJ | |||||||
| 1 SADDLE RD | CEDAR KNOLL | NJ | 07927 | N/A | CHARITABLE PURPOSE | $1,000 | |
| THE COOPER FOUNDATION | |||||||
| 200 FEDERAL STREET SUITE 146 | CAMDEN | NJ | 08103 | N/A | CHARITABLE PURPOSE | $1,500 | |
| OCEAN'S HARBOR HOUSE | |||||||
| 808 CONIFER STREET | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $500 | |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| COLLEGE DRIVE PO BOX 2001 | TOMS RIVER | NJ | 08754 | N/A | EDUCATIONAL PURPOSE | $2,000 | |
| NJRSA | |||||||
| 417 Brickyard Rd | FREEHOLD | NJ | 07728 | N/A | CHARITABLE PURPOSE | $100 | |
| LAKEWOOD HIGH SCHOOL ALUMNI ASSOCIATION - LHSAA | |||||||
| 855 SOMERSET AVE | LAKEWOOD | NJ | 08701 | N/A | CHARITABLE PURPOSE | $150 | |
| LAKEWOOD HISTORICAL SOCIETY | |||||||
| Country Club Ln | LAKEWOOD | NJ | 08701 | N/A | CHARITABLE PURPOSE | $100 | |
| MONMOUTH COUNCIL BSA | |||||||
| 705 Ginesi Dr | Morganville | NJ | 07751 | N/A | CHARITABLE PURPOSE | $156 | |
| PINE BEACH CHAPEL | |||||||
| 501 HILLSIDE AVE | PINE BEACH | NJ | 08741 | N/A | CHARITABLE PURPOSE | $50 | |
| BEACHWOOD FIRST AID SQUAD | |||||||
| 4 BEACHWOOD BLVD | BEACHWOOD | NJ | 08722 | N/A | CHARITABLE PURPOSE | $50 | |
| MERCY CENTER | |||||||
| 1106 MAIN ST | ASBURY PARK | NJ | 07712 | N/A | CHARITABLE PURPOSE | $1,800 | |
| FRIENDLY SONS OF ST PATRICK | |||||||
| PO BOX 254 | SPRING LAKE | NJ | 07762 | N/A | CHARITABLE PURPOSE | $335 | |
| KRISTINE KENNEDY | |||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | N/A | HARDSHIP | $1,000 | |
| FRIENDS OF CHRIS SMITH | |||||||
| 20 COUNTY ROAD 537 | COLTS NECK | NJ | 07722 | N/A | CHARITABLE PURPOSE | $75 | |
| JERSEY SHORE COUNCIL BSA | |||||||
| 1518 RIDGEWAY ROAD | TOMS RIVER | NJ | 08755 | N/A | CHARITABLE PURPOSE | $650 | |
| SOUTH WALL FIRE COMPANY | |||||||
| 2605 ATLANTIC AVE | MANASQUAN | NJ | 08736 | N/A | CHARITABLE PURPOSE | $125 | |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | EDUCATIONAL PUSPOSE | $50 | |
| TOMS RIVER FIRE DEPARTMENT | |||||||
| 26 ROBBINS ST | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $50 | |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | |||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | N/A | EDUCATIONAL PUSPOSE | $1,000 | |
| COMMUNITY MEDICAL CENTER | |||||||
| 99 ROUTE 37 W | TOMS RIVER | NJ | 08755 | N/A | CHARITABLE PURPOSE | $50 | |
| DISABLED AMERICAN VETERANS (DAV) | |||||||
| 1810 LANES MILL RD | BRICK | NJ | 08724 | N/A | CHARITABLE PURPOSE | $25 | |
| COUNT BASIE THEATRE | |||||||
| 99 MONMOUTH STREET | RED BANK | NJ | 07701 | N/A | CHARITABLE PURPOSE | $2,500 | |
| WHYY | |||||||
| INDEPENDENCE MALL WEST | PHILADELPHIA | PA | 19106 | N/A | CHARTIABLE PURPOSE | $50 | 150 N 6TH STREET |
| BETH AM SHALOM | |||||||
| 1235 NJ-70 | LAKEWOOD | NJ | 08701 | N/A | CHARITABLE PURPOSE | $170 | |
| WALL PBA | |||||||
| PO BOX 1332 | WALL | NJ | 07719 | N/A | CHARITABLE PUSPOSE | $1,000 | |
| THE STG FUND | |||||||
| PO BOX 446 | HADDONFIELD | NJ | 08033 | N/A | CHARITABLE PURPOSE | $300 | |
| MONMOUTH MEDICAL CENTER SC | |||||||
| 600 RIVER AVE | LAKEWOOD | NJ | 08701 | N/A | CHARITABLE PURPOSE | $500 | |
| NJCM | |||||||
| 410 RIVERVIEW PLAZA | TRENTON | NJ | 08608 | N/A | CHARITABLE PURPOSE | $45 | |
| THE AMERICAN LEGION DEPT OF NJ | |||||||
| 5 2ND FLOOR 171 JERSEY ST | TRENTON | NJ | 08611 | N/A | CHARITABLE PURPOSE | $30 | |
| OC ST PATRICK'S DAY PARADE COMMITTEE | |||||||
| 101 BOULEVARD | SEASIDE HEIGTHS | NJ | 08751 | N/A | CHARITABLE PURPOSE | $75 | |
| CHRISTIAN BROTHERS ACADEMY | |||||||
| 850 NEWMAN SPRINGS RD | LINCROFT | NJ | 07738 | N/A | CHARITABLE PURPOSE | $1,000 | |
| AMERICANS FOR PROSPERITY | |||||||
| 1310 N COURTHOUSE RD STE 700 | ARLINGTON | VA | 22201 | N/A | CHARITABLE PURPOSE | $100 | |
| TOMS RIVER PBA 137 | |||||||
| PO BOX 5011 | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSE | $100 | |
| 21 PLUS FOUNDATION INC | |||||||
| 252 WASHINGTON ST 1 | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $100 | |
| ELCYE | |||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | N/A | HARDSHIP | $500 | |
| TIFERES DVORAH L'KALLAH | |||||||
| 25 13TH STREET | LAKEWOOD | NJ | 08701 | N/A | CHARITABLE PURPOSE | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,999 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,325 | 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 |
Depreciation Schedule DepreciationSchedule
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 | $42,736 |
| GS HIGH YIELD FUND INSTL SHARE | AT COST | $5,236 | $5,362 |
| SPDR S&P 5000 ETF TRUST | AT COST | $31,401 | $81,804 |
| GS REAL ESTATE SECURITIES FUND | AT COST | $1,981 | $3,664 |
| ISHARES MSCI EAFE INDEX | AT COST | $35,625 | $47,811 |
| GS INTL REAL ESTATE SECURITIES | AT COST | $4,510 | $4,588 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| NJ FILING FEES | $30 |
| MISC. EXPENSES | $33 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES PAID | $121 |
| EXCISE TAX | $161 |
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