THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-06
- IRS object ID
- 201701879349100500
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-06T08:13:07-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J VITALE | PreparerPersonNm |
| PTIN | P00064833 | PTIN |
| Phone | 7328423113 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.30.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220171785000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-27 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9CD07D23424163C007722E8F49A5AB088DF70AEA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBDF0F066C19090F99A1EAC2A3FC02E880DFFCF1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $180,902 | 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 | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,239 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,049 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $282 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,888 | CashBOYAmt |
| Cash EOY | $2,224 | CashEOYAmt |
| Cash EOYFMV | $2,224 | CashEOYFMVAmt |
| Other Investments BOY | $129,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $178,678 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $133,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $180,902 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $133,802 | UnrestrictedBOYAmt |
| Unrestricted EOY | $128,071 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $128,071 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $128,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2016-02-10 | $4,826 | $2,677 | $2,149 | $2,149 | |
| GS CORE FIXED INCOME FUND | 2009-08-24 | 2016-11-29 | $1,000 | $872 | $128 | $128 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2016-11-29 | $1,105 | $515 | $590 | $590 | |
| CAPITAL GAIN DIVIDENDS | $372 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,239 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,363 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $191,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,448 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $208,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.1172 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,067 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $214,598 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.205347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $226,048 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.158192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $244,525 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101482 | DistributionYr5Rt |
| Total Distribution | 0.698804 | TotalDistributionRt |
| Average Distribution | 0.139761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $179,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,113 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,193 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,468 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $161 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $161 | SubtotalAmt |
| Tax Based On Investment Income | $161 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $161 | 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 (4 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 |
| CAROL BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.0 | $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 | $179,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,422 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $182,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $179,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $161 | TotalTaxAmt |
| Distributable Before Adj | $8,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,468 | 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 | $13,468 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,468 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,719 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,743 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,673 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,971 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,370 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,645 | RemainingDistriFromCorpusAmt |
| Total Corpus | $103,015 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,719 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,743 | ExcessFromYear4Amt |
| Excess From Year3 | $33,673 | ExcessFromYear3Amt |
| Excess From Year2 | $14,264 | ExcessFromYear2Amt |
| Excess From Year1 | $12,971 | ExcessFromYear1Amt |
| Excess From Current Year | $4,645 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FCA | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | CHARITABLE PURPOSE | $250 |
| OCEAN COUNTY LIBRARY | ||||||
| 101 WASHINGTON STREET | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $150 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | N/A | EDUCATIONAL PURPOSE | $2,050 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE PURPOSE | $63 |
| 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 | $500 |
| THE LOTOS FOUNDATION | ||||||
| FIVE EAST SIXTY-SIXTH STREET | NEW YORK | NY | 10065 | N/A | CHARITABLE PURPOSE | $2,000 |
| 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 | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | CHARITABLE PURPOSE | $500 |
| OCEAN COUNTY COLLEGE FOUNDATION | ||||||
| COLLEGE DRIVE PO BOX 2001 | TOMS RIVER | NJ | 08754 | N/A | EDUCATIONAL PURPOSE | $500 |
| MARCH OF DIMES | ||||||
| 1275 Mamaroneck Avenue | White Plains | NY | 10605 | N/A | CHARITABLE PURPOSE | $25 |
| NJRSA | ||||||
| 417 Brickyard Rd | FREEHOLD | NJ | 07728 | N/A | CHARITABLE PURPOSE | $100 |
| LAKEWOOD CIVILIAN SAFETY WATCH | ||||||
| 72B Park Ave S | LAKEWOOD | NJ | 08701 | N/A | CHARITABLE PURPOSE | $100 |
| LHSAA | ||||||
| 12720 Old Hammond Highway | Baton Rouge | LA | 70816 | N/A | CHARITABLE PURPOSE | $150 |
| TOMS RIVER FIRST AID SQUAD | ||||||
| 11 Irons St | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $50 |
| THE FOUNDATION OF KIWANISCLUB OF MARLBORO | ||||||
| PO Box 232 | Morganville | NJ | 07751 | N/A | CHARITABLE PURPOSE | $200 |
| TOMS RIVER TOWNSHIP POLICE FOUNDATION | ||||||
| PO BOX 728 | TOMS RIVER | NJ | 08754 | N/A | CHARITABLE PURPOSE | $25 |
| SPECIAL OLYMPICS | ||||||
| 1133 19th Street NW | Washington | DC | 20036 | N/A | CHARITABLE PURPOSE | $300 |
| OCEAN COUNTY MAYORS ASSOCIATION | ||||||
| Post Office Box 896 | Island Heights | NJ | 08732 | N/A | CHARITABLE PURPOSE | $100 |
| GIRLS SCOUTS OF THE JERSEY SHORE | ||||||
| 242 Adelphia Rd | Farmingdale | NJ | 07727 | N/A | CHARITABLE PURPOSE | $130 |
| LAKEWOOD HISTORICAL SOCIETY | ||||||
| Country Club Ln | LAKEWOOD | NJ | 08701 | N/A | CHARITABLE PURPOSE | $125 |
| CCFA LONG ISLAND CHAPTER | ||||||
| 585 Stewart Ave SUITE 304 | Garden City | NY | 11530 | N/A | CHARITABLE PURPOSE | $1,000 |
| COMMUNITY FOUNDATION OF SOUTH JERSEY | ||||||
| 14 Kings Hwy W Suite 102 | Haddonfield | NJ | 08033 | N/A | CHARITABLE PURPOSE | $200 |
| UNITED WAY | ||||||
| 253 Chestnut St | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $500 |
| MONMOUTH COUNCIL BSA | ||||||
| 705 Ginesi Dr | Morganville | NJ | 07751 | N/A | CHARITABLE PURPOSE | $1,000 |
| ALZHEIMER'S NEW JERSEY | ||||||
| 3 Eves Dr 310 | Marlton | NJ | 08053 | N/A | CHARITABLE PURPOSE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,468 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,793 | 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 | $3,239 | 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 | $8,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,049 | 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 | $43,989 | $50,392 |
| GS HIGH YIELD FUND INSTL SHARE | AT COST | $5,252 | $5,329 |
| SPDR S&P 5000 ETF TRUST | AT COST | $34,490 | $75,328 |
| GS REAL ESTATE SECURITIES FUND | AT COST | $1,981 | $4,313 |
| ISHARES MSCI EAFE INDEX | AT COST | $35,625 | $39,256 |
| GS INTL REAL ESTATE SECURITIES | AT COST | $4,510 | $4,060 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NJ FILING FEES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES PAID | $83 |
| EXCISE TAX | $199 |
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