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

FieldValueIRS element (for citing)
Return2016-06-29T17:25:25-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WithumSmithBrown PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11144 HOOPER AVE STE 202AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP087538361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830466544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BUCKELEW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ORGANIZATIONInCareOfNm
Business Name ControlBUCKBusinessNameControlTxt
Phone7327365205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1231 MAIN STREET CN 2017AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08754ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH BUCKELEWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7327365205PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL J VITALEPreparerPersonNm
PTINP00064833PTIN
Phone7325042400PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$183,942FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,756DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,180NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,033GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,180CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,942TotalRevAndExpnssAmt
Total Net Invst Incm$9,942TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$90TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$90TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,363ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,363ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,453TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,363TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,511ExcessRevenueOverExpensesAmt
Net Investment Income$9,942NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,428CashBOYAmt
Cash EOY$3,888CashEOYAmt
Cash EOYFMV$3,888CashEOYFMVAmt
Other Investments BOY$139,885OtherInvestmentsBOYAmt
Other Investments EOY$129,914OtherInvestmentsEOYAmt
Other Investments EOYFMV$180,054OtherInvestmentsEOYFMVAmt
Total Assets BOY$146,313TotalAssetsBOYAmt
Total Assets EOY$133,802TotalAssetsEOYAmt
Total Assets EOYFMV$183,942TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$146,313UnrestrictedBOYAmt
Unrestricted EOY$133,802UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$146,313TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$133,802TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$146,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$133,802TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$146,313TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,511ExcessRevenueOverExpensesAmt
Subtotal$133,802SubtotalAmt
Tot Net Ast Or Fund Balances EOY$133,802TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GS CORE FIXED INCOME FUND INSTITUTIONAL SHARES2009-08-242015-03-23$5,500$4,680$820$820
GS INTERNATIONAL REAL ESTATE SECURITIES2009-08-242015-03-23$1,500$1,404$96$96
GS REAL ESTATE SECURITIES FUND2009-08-242015-03-23$3,000$1,210$1,790$1,790
SPDR S&P 500 ETF TRUST2009-08-242015-09-22$5,033$2,677$2,356$2,356
CAPITAL GAIN DIVIDENDS$118P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,180CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,448AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$208,600NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.1172DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,067AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$214,598NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.205347DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,759AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$226,048NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.158192DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,815AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$244,525NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.101482DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,160AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$240,032NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067324DistributionYr5Rt
Total Distribution0.649545TotalDistributionRt
Average Distribution0.129909AverageDistributionRt
Net Vl Noncharitable Assets$191,820NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,919AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$99NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,018AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,363QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$199InvestmentIncomeExciseTaxAmt
Subtotal$199SubtotalAmt
Tax Based On Investment Income$199TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$199TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7327365205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1231 MAIN STREET CN 2017AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08754ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH BUCKELEW
231 MAIN STREET CN 2017TOMS RIVERNJ08754TRUSTEE2.0$0$0$0
CAROL BUCKELEW
231 MAIN STREET CN 2017TOMS RIVERNJ08754TRUSTEE0.0$0$0$0
BRIAN BUCKELEW
231 MAIN STREET CN 2017TOMS RIVERNJ08754TRUSTEE0.0$0$0$0
KEVIN BUCKELEW
231 MAIN STREET CN 2017TOMS RIVERNJ08754TRUSTEE0.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$189,583AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,158AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$194,741TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$194,741AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,921CashDeemedCharitableAmt
Net Vl Noncharitable Assets$191,820NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,591MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,591MinimumInvestmentReturnAmt
Tax Based On Investment Income$199TaxBasedOnInvestmentIncomeAmt
Total Tax$199TotalTaxAmt
Distributable Before Adj$9,392DistributableBeforeAdjAmt
Distributable Before Ded$9,392DistributableBeforeDedAmt
Distributable As Adjusted$9,392DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,363ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$22,363QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,363AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,392DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,332ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,719ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,743ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$33,673ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,264ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$89,731TotalExcessDistributionCyovAmt
Qualifying Distributions$22,363QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$9,392AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,971RemainingDistriFromCorpusAmt
Total Corpus$102,702TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,332ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$98,370ExcessDistriCyovToNextYrAmt
Excess From Year4$12,719ExcessFromYear4Amt
Excess From Year3$24,743ExcessFromYear3Amt
Excess From Year2$33,673ExcessFromYear2Amt
Excess From Year1$14,264ExcessFromYear1Amt
Excess From Current Year$12,971ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH BUCKELEWContributingManagerNm
Contributing ManagerCAROL BUCKELEWContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH BUCKELEWRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1231 MAIN STREET CN 2017AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08754ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7327365205RecipientPhoneNum
Form And Info And MaterialsSUBMISSIONS MUST BE WRITTEN. THE EXACT FORMAT HAS NOT BEEN DETERMINED.FormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSIONS ARE CONSIDERED AT THE DISCRETION OF THE FOUNDATION MANAGEMENT.SubmissionDeadlinesTxt
Restrictions On AwardsNO CURRENT RESTRICTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FCA
8701 LEEDS ROADKANSAS CITYMO64129N/ACHARITABLE PUPROSE$250
OCEAN COUNTY LIBRARY
101 WASHINGTON STREETTOMS RIVERNJ08753N/ACHARITABLE PURPOSE$100
GEORGIAN COURT UNIVERSITY
900 LAKEWOOD AVELAKEWOODNJ08701N/AEDUCATIONAL PURPOSE$2,800
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/ACHARITABLE PURPOSE$63
LAKEWOOD HIGH SCHOOL ALUMNI
855 SOMERSET AVENUELAKEWOODNJ08701N/AEDUCATIONAL PURPOSE$150
LARC SCHOOL
1089 CREEK ROADBELLMAWRNJ08031N/AEDUCATIONAL PURPOSE$2,500
MONMOUTH MEDICAL CENTER FOUNDATION
300 SECOND AVENUELONG BRANCHNJ07740N/ACHARITABLE PURPOSE$2,500
MONMOUTH UNIVERSITY
400 CEDAR AVEWEST LONG BRANCHNJ07764N/AEDUCATIONAL PURPOSE$3,000
RANNEY SHCOOL PARENTS ASSOCIATION
235 HOPE ROADTINTON FALLSNJ07724N/ACHARITABLE PURPOSE$1,250
FUND AT THE COMMUNITY FOUNDATION
1500 MAIN STREET PO BOX 15769SPRINGFIELDMA01115N/ACHARITABLE PURPOSE$250
BOY SCOUTS OF AMERICA NJ
1 SADDLE RDCEDAR KNOLLNJ07927N/ACHARITABLE PURPOSE$700
RANNEY SCHOOL
235 HOPE ROADTINTON FALLSNJ07724N/AEDUCATIONAL PURPOSE$50
THE LOTOS FOUNDATION
FIVE EAST SIXTY-SIXTH STREETNEW YORKNY10065N/ACHARITABLE PURPOSE$1,000
UNIVERSITY OF MIAMI
3312 1320 S DIXIE HWYCORAL GABLESFL33146N/AEDUCATIONAL PURPOSE$1,000
MERCY CENTER
1106 MAIN STREETASBURY PARKNJ07712N/ACHARITABLE PURPOSE$1,500
THE COOPER FOUNDATION
200 FEDERAL STREET SUITE 146CAMDENNJ08103N/ACHARITABLE PURPOSE$1,000
DOWNTOWN AREA TOMS RIVER
53 MAIN STREETTOMS RIVERNJ08753N/ACHARITABLE PURPOSE$1,000
EAST DOVER VOLUNTEER FIRE COMPANY
22 DOVER HILLEAST DOVERVT05341N/ACHARITABLE PURPOSE$400
OCEANS HARBOR HOUSE
808 CONIFER STREETTOMS RIVERNJ08753N/ACHARITABLE PURPOSE$1,000
THE SYLVIA AND BUDDY EDELMAN LIBRARY FUND
15 FERN ROADEAST BRUNSWICKNJ08816N/AEDUCATIONAL PURPOSE$100
TURNING LIVES AROUND INC
1 BETHANY ROADHAZLETNJ07730N/ACHARITABLE PURPOSE$1,000
CAREPLUS FOUNDATION INC
610 VALLEY HEALTH PLAZAPARAMUSNJ07652N/ACHARITABLE PURPOSE$50
THE BAY HEAD SCHOOL FOUNDATION
145 GROVE STREETBAY HEADNJ08742N/AEDUCATIONAL PURPOSE$100
BUILDON
PO BOX 16741STAMFORDCT06905N/ACHARITABLE PURPOSE$500
PUBLIC MEDIA NJ INC
PO BOX 5776ENGLEWOODNJ07631N/ACHARITABLE PURPOSE$50
SOUTH WALL FIRE & RESCUE
2605 ATLANTIC AVEWALLNJ08736N/ACHARITABLE PURPOSE$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,363TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,756ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,180ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,942ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,942TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS CORE FIXED INCOME FUNDAT COST$44,861$51,193
GS HIGH YIELD FUND INSTL SHAREAT COST$5,255$4,960
SPDR S&P 5000 ETF TRUSTAT COST$37,682$75,060
GS REAL ESTATE SECURITIES FUNDAT COST$1,981$4,579
ISHARES MSCI EAFE INDEXAT COST$35,625$39,930
GS INTL REAL ESTATE SECURITIESAT COST$4,510$4,332

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$90Amt

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