JAY AND LINDA GRUNIN FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JAY AND LINDA GRUNIN FOUNDATION INC (EIN 45-3988913)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201511349349103081
Schema version
2014v5.0
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)
Return2015-05-14T15:55:50-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222426149PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 BEY LEA RD STE A101AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP087532900ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453988913EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY GRUNINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7323415800PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL V DEMOLAPreparerPersonNm
PTINP00285034PTIN
Phone7323496880PhoneNum
Preparation2015-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,191,001FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,995,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$40,043DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,043DividendsNetInvstIncmAmt
Total Rev And Expnss$3,035,043TotalRevAndExpnssAmt
Total Net Invst Incm$40,043TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,096AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$61AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$14,525OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$146OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$18,951TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$650OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$40,222TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$217TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,934,535ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,934,535ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,974,757TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$217TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,934,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$60,286ExcessRevenueOverExpensesAmt
Net Investment Income$39,826NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$141,469CashBOYAmt
Cash EOY$201,755CashEOYAmt
Cash EOYFMV$201,755CashEOYFMVAmt
Corporate Stock BOY$964,110CorporateStockBOYAmt
Corporate Stock EOY$989,246CorporateStockEOYAmt
Corporate Stock EOYFMV$989,246CorporateStockEOYFMVAmt
Total Assets BOY$1,105,579TotalAssetsBOYAmt
Total Assets EOY$1,191,001TotalAssetsEOYAmt
Total Assets EOYFMV$1,191,001TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,105,579UnrestrictedBOYAmt
Unrestricted EOY$1,191,001UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,105,579TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,191,001TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,105,579TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,191,001TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,105,579TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$60,286ExcessRevenueOverExpensesAmt
Other Increases$25,136OtherIncreasesAmt
Subtotal$1,191,001SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,191,001TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,540,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$955,497NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.705401DistributionYr1Rt
Adjusted Qlfy Distri Yr2$167,739AdjustedQlfyDistriYr2Amt
Total Distribution3.705401TotalDistributionRt
Average Distribution0.926350AverageDistributionRt
Net Vl Noncharitable Assets$1,054,017NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$976,389AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$398NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$976,787AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,934,535QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$398InvestmentIncomeExciseTaxAmt
Subtotal$398SubtotalAmt
Tax Based On Investment Income$398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Overpayment$1,602OverpaymentAmt
Applied To ES Tax$1,602AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11027 HOOPER AVENUEAddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08753ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAY GRUNIN
9 CRANMOOR DRIVETOMS RIVERNJ08753PRESIDENT5.00$0$0$0
LINDA GRUNIN
9 CRANMOOR DRIVETOMS RIVERNJ08753VICE-PRESIDE5.00$0$0$0
JEREMY GRUNIN
25 CRANMOOR DRIVETOMS RIVERNJ08753SECRETARY5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$976,678AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,390AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,070,068TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,070,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,051CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,054,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,701MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,701MinimumInvestmentReturnAmt
Tax Based On Investment Income$398TaxBasedOnInvestmentIncomeAmt
Total Tax$398TotalTaxAmt
Distributable Before Adj$52,303DistributableBeforeAdjAmt
Distributable Before Ded$52,303DistributableBeforeDedAmt
Distributable As Adjusted$52,303DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,934,535ExpensesAndContributionsAmt
Qualifying Distributions$2,934,535QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$398PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,934,137AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,303DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$167,921ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,509,422ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,677,343TotalExcessDistributionCyovAmt
Qualifying Distributions$2,934,535QualifyingDistributionsAmt
Applied To Current Year$52,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,882,232RemainingDistriFromCorpusAmt
Total Corpus$6,559,575TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,559,575ExcessDistriCyovToNextYrAmt
Excess From Year2$167,921ExcessFromYear2Amt
Excess From Year1$3,509,422ExcessFromYear1Amt
Excess From Current Year$2,882,232ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONG BNAI ISRAEL
1488 OLD FREEHOLD RDTOMS RIVERNJ08753PUBLIC CHARITYREL. ORGAN.SUPPORT FOR OPERATING EXPENSES$10,000
OCEAN COUNTY VOCATIONAL TECH SCHOOL
131 BEY LEA RDTOMS RIVERNJ08753PUBLIC CHARITYSCHOOLESTABLISH A JOB SERVICE OFFICE$102,000
OCEAN COUNTY COLLEGE FOUNDATION
1 COLLEGE DRIVETOMS RIVERNJ08753PUBLIC CHARITYSCHOOLGENERAL DONATION$2,255,000
HOUSE OF HOPE
253 CHESTNUT STREETTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$500
BIG BROTHERS BIG SISTERS OF OC
20 HADLEY AVETOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$1,500
OCEAN CARES FOUNDATION
160 ATLANTIC CITY BLVDBAYVILLENJ08721PUBLIC CHARITYOPERATINGGENERAL DONATION$750
COURT APPOINTED SPECIAL ADVOCATES
1108 HOOPER AVETOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$1,500
AMERICAN CANCER SOCIETY
2310 HIGHWAY 34 SUITE 1DMANASQUANNJ07836PUBLIC CHARITYOPERATINGGENERAL DONATION$132,985
CAREGIVERS VOLUNTEERS OF CJ
253 CHESTNUT STREETTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$1,400
KIWANIS DAYBREAK
1464 RIVIERA AVETOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$500
BARNEGAT BAY FOUNDATION
PO BOX 364ISLAND HEIGHTSNJ08732PUBLIC CHARITYOPERATINGGENERAL DONATION$1,000
HOMETOWN HEROES
236 WASHINGTON STREETTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$1,000
NJ MEDIA ARTS CENTER INC
911 W ST GEORGES AVELINDENNJ07036PUBLIC CHARITYOPERATINGGENERAL PURPOSE$25,000
PUBLIC MONUMENT TOMS RIVER TOWNSHIP
TOMS RIVER TOWNSHIPTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGMONUMENT -BENEFIT OF GENERAL PUBLIC$357,400
OCEAN COUNTY YMCA
1088 WEST WITTY RDTOMS RIVERNJ08755PUBLIC CHARITYOPERATINGGENERAL DONATION$5,000
GARDEN STATE COPS
PO BOX 504MAYS LANDINGNJ08330PUBLIC CHARITYOPERATINGGENERAL DONATION$500
GIRL SCOUTS OF JERSEY SHORE
1405 OLD FREEHOLD RDTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$2,000
HOPE SHEDS LIGHT INC
247 MAIN STREETTOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$1,000
OPEN ARMS INC
48 KRISTIN COURTLAKEWOODNJ08701PUBLIC CHARITYOPERATINGGENERAL DONATION$1,000
FRIENDS OF OC CHILD ADVOCACY
7 HADLEY AVETOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$3,500
OCEAN COUNTY JEWISH FEDERATION
1235 ROUTE 70 WESTLAKEWOODNJ08701PUBLIC CHARITYOPERATINGGENERAL PURPOSE$7,000
OCEAN MENTAL HEALTH
160 ATLANTIC CITY BLVDBAYVILLENJ08721PUBLIC CHARITYOPERATINGGENERAL DONATION$10,000
SALVATION ARMY
1738 NJ 37TOMS RIVERNJ08753PUBLIC CHARITYOPERATINGGENERAL DONATION$10,000
COUNCIL OF NJ GRANTMAKERS
101 WEST STATE STREETTRENTONNJ08608PUBLIC CHARITYOPERATINGGENERAL DONATION$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,934,535TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,043ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,043ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,043TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19 CRANMOOR DRIVEAddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08753ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,995,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,096Amt
Net Investment Income$61NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
12,755 SH AT&T$428,440$428,440
2,000 SH BRISTOL MYERS SQUIBB$118,060$118,060
125 SH HALYARD HEALTH INC$5,684$5,684
1,000 SH KIMBERLY CLARK$115,540$115,540
666 SH KRAFT FOODS$41,732$41,732
2,000 SH MERCK AND COMPANY$113,580$113,580
2,000 SH MONDELEZ INTERNATIONAL$72,650$72,650
2,000 SH VERIZON COMMUNICATIONS$93,560$93,560

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ACCOUNT FEES$150$2
PROMOTION$500$5

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON MARKETABLE SECURITIESDesc
Amt$25,136Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Amt$14,525Amt
Net Investment Income$146NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NJ CRI FEES$250$3
FEDERAL TAX$18,701

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.