JAY AND LINDA GRUNIN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND LINDA GRUNIN FOUNDATION INC (EIN 45-3988913)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349101390
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:26:35-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222426149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COWAN GUNTESKI & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 BEY LEA RD STE A101 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 087532900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453988913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAY AND LINDA GRUNIN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 7323415800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1027 HOOPER AVENUE BLDG 1 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY GRUNIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7323415800 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL V DEMOLA | PreparerPersonNm |
| PTIN | P00285034 | PTIN |
| Phone | 7323496880 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,990,668 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,461,329 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $77,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $841,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $841,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $841,589 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,380,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,439 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,468 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $55 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $33,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $337 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $787,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $787,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $839,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $787,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,541,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $918,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $201,755 | CashBOYAmt |
| Cash EOY | $200,113 | CashEOYAmt |
| Cash EOYFMV | $200,113 | CashEOYFMVAmt |
| Corporate Stock BOY | $989,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,790,555 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,790,555 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,191,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,990,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,990,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,191,001 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,990,668 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,191,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,990,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,191,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,990,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,191,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,541,685 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,732,686 | SubtotalAmt |
| Other Decreases | $742,018 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,990,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| AT&T | D | 2015-07-30 | $26 | $3 | $23 | $23 | |
| DIRECT TV | D | 2015-07-30 | $86 | $86 | $86 | ||
| KRAFT FOODS GRP INC | D | 2015-07-30 | $33,000 | $33,000 | $33,000 | ||
| DIRECT TV | D | 2015-07-27 | $750,747 | $750,747 | $750,747 | 2015-07-24 | |
| KRAFT FOOD GRP INC | D | 2015-07-06 | $57,733 | $57,733 | $57,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $841,589 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $750,747 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,934,137 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,054,017 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.783766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,540,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $955,497 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.705401 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,739 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 6.489167 | TotalDistributionRt |
| Average Distribution | 1.297833 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,603,111 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,378,403 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,387,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $787,156 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,378 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,378 | SubtotalAmt |
| Tax Based On Investment Income | $18,378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,602 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,602 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16,776 | 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 | Yes (true) | 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 | JAYANDLINDAGRUNINFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 7323415800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1027 HOOPER AVENUE | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAY GRUNIN | ||||||||
| 9 CRANMOOR DRIVE | TOMS RIVER | NJ | 08753 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| LINDA GRUNIN | ||||||||
| 9 CRANMOOR DRIVE | TOMS RIVER | NJ | 08753 | VICE-PRESIDE | 5.00 | $0 | $0 | $0 |
| JEREMY GRUNIN | ||||||||
| 25 CRANMOOR DRIVE | TOMS RIVER | NJ | 08753 | SECRETARY | 5.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,389,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,642,752 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,642,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,603,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,378 | TotalTaxAmt |
| Distributable Before Adj | $111,778 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,778 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,778 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $787,156 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $787,156 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $787,156 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,778 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $167,921 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,509,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,882,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,559,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $787,156 | QualifyingDistributionsAmt |
| Applied To Current Year | $111,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $675,378 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,234,953 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,234,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $167,921 | ExcessFromYear3Amt |
| Excess From Year2 | $3,509,422 | ExcessFromYear2Amt |
| Excess From Year1 | $2,882,232 | ExcessFromYear1Amt |
| Excess From Current Year | $675,378 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY GRUNIN | ContributingManagerNm |
| Contributing Manager | LINDA GRUNIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 2310 HIGHWAY 34 SUITE 1D | MANASQUAN | NJ | 07836 | PUBLIC CHARITY | OPERATING | GENERAL DONATION | $126,930 | |
| BIG BROTHERS BIG SISTERS OF OC | ||||||||
| 20 HADLEY AVE | TOMS RIVER | NJ | 08753 | PUBLIC CHARITY | OPERATING | GENERAL DONATION | $214,926 | |
| OCEAN COUNTY COLLEGE FOUNDATION | ||||||||
| 1 COLLEGE DRIVE | TOMS RIVER | NJ | 08753 | PUBLIC CHARITY | SCHOOL | GENERAL DONATION | $284,500 | |
| SALVATION ARMY | ||||||||
| 1738 NJ 37 | TOMS RIVER | NJ | 08753 | PUBLIC CHARITY | OPERATING | GENERAL DONATION | $10,000 | |
| UNITED WAY OF OCEAN COUNTY | ||||||||
| 650 WASHINGTON ST | TOMS RIVER | NJ | 08753 | PUBLIC CHARITY | OPERATING | GENERAL DONATION | $46,000 | |
| KULA KAMALA FOUNDATION | ||||||||
| 673 BATCHELOR ST | TOMS RIVER | NJ | 08753 | PUBLIC CHARITY | OPERAING | GENERAL DONATION | $30,000 | |
| COUNCIL OF NJ GRANTMAKERS | ||||||||
| 101 WEST STATE STREET | TRENTON | NJ | 08608 | PUBLIC CHARITY | OPERATING | GENERAL DONATION | $4,800 | |
| OCEAN COUNTY VOCATIONAL TECH SCHOOL | ||||||||
| 131 BEY LEA RD | TOMS RIVER | NJ | 08753 | PUBLIC CHARITY | SCHOOL | ESTABLISH A JOB SERVICE OFFICE | $20,000 | |
| ARTS AND EDUCATION CENTER | ||||||||
| PO BOX 200 | TOMS RIVER | NJ | 08754 | PUBLIC CHARITY | SCHOOL | GENERAL DONATION | $50,000 | ROOM A-225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $787,156 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $841,589 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $841,589 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $919,439 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAY AND LINDA GRUNIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 CRANMOOR DRIVE | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,461,329 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DIRECT TV STOCK | $2,464,575 | 2015-07-24 |
| 1 | KRAFT FOOD GROUP INC | $426,754 | 2015-07-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,468 | Amt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12,755 SH AT&T | $438,900 | $438,900 |
| 49,844 SH AT&T | $1,715,132 | $1,715,132 |
| 2,000 SH BRISTOL MYERS SQUIBB | $137,580 | $137,580 |
| 125 SH HALYARD HEALTH INC | $4,176 | $4,176 |
| 1,000 SH KIMBERLY CLARK | $127,300 | $127,300 |
| 666 SH KRAFT HEINZ COMPANY | $48,458 | $48,458 |
| 4,833 SH KRAFT HEINZ COMPANY | $351,649 | $351,649 |
| 2,000 SH MERCK AND COMPANY | $105,640 | $105,640 |
| 2,000 SH MONDELEZ INTERNATIONAL | $89,680 | $89,680 |
| 2,000 SH VERIZON COMMUNICATIONS | $92,440 | $92,440 |
| 10,000 SH CATERPILLAR INC | $679,600 | $679,600 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN FMV OF SECURITIES | $6,533 |
| DECREASE IN FMV DUE TO MERGER | $735,485 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| PROMOTION | $11,474 | $115 |
| INSURANCE | $1,103 | $11 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $33,632 | Amt |
| Net Investment Income | $337 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NJ CRI FEES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
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