THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-29
- IRS object ID
- 201631819349100718
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-29T17:25:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1144 HOOPER AVE STE 202 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 087538361 | 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 | 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 | 2016-05-13 | 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 | 7325042400 | PhoneNum |
| 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 | $183,942 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,180 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $90 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $90 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,363 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,363 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,428 | CashBOYAmt |
| Cash EOY | $3,888 | CashEOYAmt |
| Cash EOYFMV | $3,888 | CashEOYFMVAmt |
| Other Investments BOY | $139,885 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,914 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $180,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $146,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $183,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $146,313 | UnrestrictedBOYAmt |
| Unrestricted EOY | $133,802 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,511 | ExcessRevenueOverExpensesAmt |
| Subtotal | $133,802 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $133,802 | 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 | 2015-03-23 | $5,500 | $4,680 | $820 | $820 | |
| GS INTERNATIONAL REAL ESTATE SECURITIES | 2009-08-24 | 2015-03-23 | $1,500 | $1,404 | $96 | $96 | |
| GS REAL ESTATE SECURITIES FUND | 2009-08-24 | 2015-03-23 | $3,000 | $1,210 | $1,790 | $1,790 | |
| SPDR S&P 500 ETF TRUST | 2009-08-24 | 2015-09-22 | $5,033 | $2,677 | $2,356 | $2,356 | |
| CAPITAL GAIN DIVIDENDS | $118 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,180 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $208,600 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.1172 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,067 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $214,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.205347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,759 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $226,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.158192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,815 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $244,525 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101482 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,160 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $240,032 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067324 | DistributionYr5Rt |
| Total Distribution | 0.649545 | TotalDistributionRt |
| Average Distribution | 0.129909 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $191,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,919 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $99 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,363 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $199 | SubtotalAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $199 | 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 | $189,583 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,158 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,741 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $194,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $9,392 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,392 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,392 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,363 | 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 | $22,363 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $22,363 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,332 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,719 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,743 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,673 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $9,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,971 | RemainingDistriFromCorpusAmt |
| Total Corpus | $102,702 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,332 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,370 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,719 | ExcessFromYear4Amt |
| Excess From Year3 | $24,743 | ExcessFromYear3Amt |
| Excess From Year2 | $33,673 | ExcessFromYear2Amt |
| Excess From Year1 | $14,264 | ExcessFromYear1Amt |
| Excess From Current Year | $12,971 | 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 (26 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 PUPROSE | $250 |
| OCEAN COUNTY LIBRARY | ||||||
| 101 WASHINGTON STREET | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $100 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | N/A | EDUCATIONAL PURPOSE | $2,800 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE PURPOSE | $63 |
| LAKEWOOD HIGH SCHOOL ALUMNI | ||||||
| 855 SOMERSET AVENUE | LAKEWOOD | NJ | 08701 | N/A | EDUCATIONAL PURPOSE | $150 |
| LARC SCHOOL | ||||||
| 1089 CREEK ROAD | BELLMAWR | NJ | 08031 | N/A | EDUCATIONAL PURPOSE | $2,500 |
| MONMOUTH MEDICAL CENTER FOUNDATION | ||||||
| 300 SECOND AVENUE | LONG BRANCH | NJ | 07740 | N/A | CHARITABLE PURPOSE | $2,500 |
| MONMOUTH UNIVERSITY | ||||||
| 400 CEDAR AVE | WEST LONG BRANCH | NJ | 07764 | N/A | EDUCATIONAL PURPOSE | $3,000 |
| RANNEY SHCOOL PARENTS ASSOCIATION | ||||||
| 235 HOPE ROAD | TINTON FALLS | NJ | 07724 | N/A | CHARITABLE PURPOSE | $1,250 |
| FUND AT THE COMMUNITY FOUNDATION | ||||||
| 1500 MAIN STREET PO BOX 15769 | SPRINGFIELD | MA | 01115 | N/A | CHARITABLE PURPOSE | $250 |
| BOY SCOUTS OF AMERICA NJ | ||||||
| 1 SADDLE RD | CEDAR KNOLL | NJ | 07927 | N/A | CHARITABLE PURPOSE | $700 |
| RANNEY SCHOOL | ||||||
| 235 HOPE ROAD | TINTON FALLS | NJ | 07724 | N/A | EDUCATIONAL PURPOSE | $50 |
| THE LOTOS FOUNDATION | ||||||
| FIVE EAST SIXTY-SIXTH STREET | NEW YORK | NY | 10065 | N/A | CHARITABLE PURPOSE | $1,000 |
| UNIVERSITY OF MIAMI | ||||||
| 3312 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | N/A | EDUCATIONAL PURPOSE | $1,000 |
| MERCY CENTER | ||||||
| 1106 MAIN STREET | ASBURY PARK | NJ | 07712 | N/A | CHARITABLE PURPOSE | $1,500 |
| THE COOPER FOUNDATION | ||||||
| 200 FEDERAL STREET SUITE 146 | CAMDEN | NJ | 08103 | N/A | CHARITABLE PURPOSE | $1,000 |
| DOWNTOWN AREA TOMS RIVER | ||||||
| 53 MAIN STREET | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $1,000 |
| EAST DOVER VOLUNTEER FIRE COMPANY | ||||||
| 22 DOVER HILL | EAST DOVER | VT | 05341 | N/A | CHARITABLE PURPOSE | $400 |
| OCEANS HARBOR HOUSE | ||||||
| 808 CONIFER STREET | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $1,000 |
| THE SYLVIA AND BUDDY EDELMAN LIBRARY FUND | ||||||
| 15 FERN ROAD | EAST BRUNSWICK | NJ | 08816 | N/A | EDUCATIONAL PURPOSE | $100 |
| TURNING LIVES AROUND INC | ||||||
| 1 BETHANY ROAD | HAZLET | NJ | 07730 | N/A | CHARITABLE PURPOSE | $1,000 |
| CAREPLUS FOUNDATION INC | ||||||
| 610 VALLEY HEALTH PLAZA | PARAMUS | NJ | 07652 | N/A | CHARITABLE PURPOSE | $50 |
| THE BAY HEAD SCHOOL FOUNDATION | ||||||
| 145 GROVE STREET | BAY HEAD | NJ | 08742 | N/A | EDUCATIONAL PURPOSE | $100 |
| BUILDON | ||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | N/A | CHARITABLE PURPOSE | $500 |
| PUBLIC MEDIA NJ INC | ||||||
| PO BOX 5776 | ENGLEWOOD | NJ | 07631 | N/A | CHARITABLE PURPOSE | $50 |
| SOUTH WALL FIRE & RESCUE | ||||||
| 2605 ATLANTIC AVE | WALL | NJ | 08736 | N/A | CHARITABLE PURPOSE | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,363 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,756 | 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 | $5,180 | 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 | $9,942 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,942 | 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 | $44,861 | $51,193 |
| GS HIGH YIELD FUND INSTL SHARE | AT COST | $5,255 | $4,960 |
| SPDR S&P 5000 ETF TRUST | AT COST | $37,682 | $75,060 |
| GS REAL ESTATE SECURITIES FUND | AT COST | $1,981 | $4,579 |
| ISHARES MSCI EAFE INDEX | AT COST | $35,625 | $39,930 |
| GS INTL REAL ESTATE SECURITIES | AT COST | $4,510 | $4,332 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $90 | Amt |
Comments