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JAY AND LINDA GRUNIN FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JAY AND LINDA GRUNIN FOUNDATION INC (EIN 45-3988913)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349102118
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T11:44:56-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222426149PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COWAN GUNTESKI & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 BEY LEA RD STE A101AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP087532900ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453988913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAY AND LINDA GRUNIN FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAYABusinessNameControlTxt
Phone7323415800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11027 HOOPER AVENUE BLDG 1AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08753ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY GRUNINPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone7322444010PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD COWANPreparerPersonNm
PTINP00285077PTIN
Phone7323496880PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,327,300FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,428,362ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$145InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$145InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$151,624DividendsRevAndExpnssAmt
Dividends Net Invst Incm$151,624DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$122,429NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$218,109GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$122,429CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,702,560TotalRevAndExpnssAmt
Total Net Invst Incm$274,198TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$36,923OthEmplSlrsWgsRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$3,972PensionEmplBnftRevAndExpnssAmt
Taxes Rev And Expnss$67,408TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$12,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$120OccupancyNetInvstIncmAmt
Other Expenses Rev And Expnss$339,220OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,392OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$459,523TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,512TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,075,055ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,075,055ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,534,578TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,512TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,075,055TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$167,982ExcessRevenueOverExpensesAmt
Net Investment Income$270,686NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$4,229CashEOYAmt
Cash EOYFMV$4,229CashEOYFMVAmt
Corporate Stock BOY$3,598,008CorporateStockBOYAmt
Corporate Stock EOY$3,323,071CorporateStockEOYAmt
Corporate Stock EOYFMV$3,323,071CorporateStockEOYFMVAmt
Total Assets BOY$3,598,008TotalAssetsBOYAmt
Total Assets EOY$3,327,300TotalAssetsEOYAmt
Total Assets EOYFMV$3,327,300TotalAssetsEOYFMVAmt
Accounts Payable BOY$18,525AccountsPayableBOYAmt
Other Liabilities BOY$25,977OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,148OtherLiabilitiesEOYAmt
Total Liabilities BOY$44,502TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,148TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,553,506UnrestrictedBOYAmt
Unrestricted EOY$3,326,152UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,553,506TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,326,152TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,598,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,327,300TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,553,506TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$167,982ExcessRevenueOverExpensesAmt
Subtotal$3,721,488SubtotalAmt
Other Decreases$395,336OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,326,152TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3,000SH ALTABA INC.D2007-11-052017-06-28$163,582$74,880$88,702$88,702
100SH ALTABA INC.D2008-01-182017-06-28$5,452$2,080$3,372$3,372
900SH ALTABA INC.D2008-01-182017-06-28$49,075$18,720$30,355$30,355
FieldValueIRS element (for citing)
Capital Gain Net Income$122,429CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,930,479AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,931,779NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.999736DistributionYr1Rt
Adjusted Qlfy Distri Yr2$787,156AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,603,111NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.302390DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,934,137AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,054,017NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.783766DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,540,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$955,497NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.705401DistributionYr4Rt
Adjusted Qlfy Distri Yr5$167,739AdjustedQlfyDistriYr5Amt
Total Distribution7.791293TotalDistributionRt
Average Distribution1.947823AverageDistributionRt
Net Vl Noncharitable Assets$3,432,286NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,685,486AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,707NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,688,193AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,075,055QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,414InvestmentIncomeExciseTaxAmt
Subtotal$5,414SubtotalAmt
Tax Based On Investment Income$5,414TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$40,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$40,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$35,186OverpaymentAmt
Applied To ES Tax$10,000AppliedToESTaxAmt
Refund$25,186RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressJAYANDLINDAGRUNINFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJAY GRUNINIndividualWithBooksNm
Phone7323415800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19 CRANMOOR DRIVEAddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08753ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAY GRUNIN
9 CRANMOOR DRIVETOMS RIVERNJ08753CHAIRMAN000.00$0$0$0
LINDA GRUNIN
9 CRANMOOR DRIVETOMS RIVERNJ08753CO-CHAIRMAN000.00$0$0$0
JEREMY GRUNIN
25 CRANMOOR DRIVETOMS RIVERNJ08753PRESIDENT000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$125,269AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,359,285AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,484,554TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,484,554AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,268CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,432,286NetVlNoncharitableAssetsAmt
Minimum Investment Return$171,614MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$171,614MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,414TaxBasedOnInvestmentIncomeAmt
Total Tax$5,414TotalTaxAmt
Distributable Before Adj$166,200DistributableBeforeAdjAmt
Distributable Before Ded$166,200DistributableBeforeDedAmt
Distributable As Adjusted$166,200DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,075,055ExpensesAndContributionsAmt
Qualifying Distributions$2,075,055QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,075,055AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$166,200DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$167,921ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,509,422ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,882,232ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$675,378ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,724,457ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,959,410TotalExcessDistributionCyovAmt
Qualifying Distributions$2,075,055QualifyingDistributionsAmt
Applied To Current Year$166,200AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,908,855RemainingDistriFromCorpusAmt
Total Corpus$13,868,265TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$167,921ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,700,344ExcessDistriCyovToNextYrAmt
Excess From Year4$3,509,422ExcessFromYear4Amt
Excess From Year3$2,882,232ExcessFromYear3Amt
Excess From Year2$675,378ExcessFromYear2Amt
Excess From Year1$4,724,457ExcessFromYear1Amt
Excess From Current Year$1,908,855ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAY GRUNINContributingManagerNm
Contributing ManagerLINDA GRUNINContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTS AND EDUCATION CENTER
PO BOX 200ROOM A-225TOMS RIVERNJ08754PUBLIC CHARITYSCHOOLGENERAL DONATION$79,772
BIG BROTHERS BIG SISTERS OF OC
20 HADLEY AVETOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$45,000
COUNT BASIE THEATRE
99 MONMOUTH STREETRED BANKNJ07701PUBLIC CHARITYOPERATINGGENERAL DONATION$519,012
NEW YORK UNIVERSITY
60 WASHINGTON SQ SOUTHNEW YORKNY10012PUBLIC CHARITYSCHOOLTO ESTABLISH ENTREPRENEURIAL DIV.$10,000
OCEAN COUNTY COLLEGE FOUNDATION
1 COLLEGE DRIVETOMS RIVERNJ08753PUBLIC CHARITYSCHOOLGENERAL DONATION$660,000
OCEAN COUNTY YMCA
100 WEST WITTY RDTOMS RIVERNJ08755PUBLIC CHARITYOPERATINGGENERAL DONATION$25,000
PUBLIC MONUMENT - TOMS RIVER
TOMS RIVER TOWNSHIPTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGMONUMENT - BENEFIT OF GENERAL PUBLIC$531,720
TOMS RIVER REGIONAL SCHOOLS
TOMS RIVER TOWNSHIPTOMS RIVERNJ08753PUBLIC CHARITYSCHOOLGENERAL DONATION$90,235
UNITED WAY OF OCEAN COUNTY
650 WASHINGTON STREETTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$99,316
SEEDS OF CHANGE INC
1680 SHADYWOOD ROADWAYZATAMN55391PUBLIC CHARITYOPERATINGGENERAL DONATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,075,055TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$145ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151,624ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$122,429ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$274,198ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,198TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAY AND LINDA GRUNINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19 CRANMOOR DRIVEAddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08753ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,427,515TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4,000SH ALTABA INC.NoncashPropertyDesc
Fair Market Value$216,080FairMarketValueAmt
Received2017-06-09ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
62,599 SH AT&T$2,433,849$2,433,849
2,000 SH BRISTOL MYERS SQUIBB$122,560$122,560
1,000 SH KIMBERLY CLARK$120,660$120,660
5,499 SH KRAFT HEINZ COMPANY$427,602$427,602
2,000 SH MERCK AND COMPANY$112,540$112,540
2,000 SH VERIZON COMMUNICATIONS$105,860$105,860

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN FMV OF SECURITIESDesc
Amt$395,336Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PROMOTION$336,176$3,362
INSURANCE EXPENSE$3,014$30
NJ REGISTRATION FEES$30

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
LOAN PAYABLE$25,977
PAYROLL TAXES PAYABLE$1,148

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$67,408Amt

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