WARDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WARDELL FAMILY FOUNDATION INC (EIN 46-4313076)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201513169349101031
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)
Return2015-11-12T10:29:04-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEAF MIELE MANGANELLI FORTUNATO & ENGELBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1310 PASSAIC AVEAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070042530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464313076EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WARDELL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWARDBusinessNameControlTxt
Phone7328590641PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line163 HANCE ROADAddressLine1Txt
CityFAIR HAVENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD WARDELLPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT HAGAMANPreparerPersonNm
PTINP00184266PTIN
Phone9738089500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,259,643FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,229,846ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$34,352DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,352DividendsNetInvstIncmAmt
Gross Sales Price$1,043,913GrossSalesPriceAmt
Total Rev And Expnss$1,264,198TotalRevAndExpnssAmt
Total Net Invst Incm$34,352TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$3,064LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,303OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,360OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,867TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,360TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,266ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,266ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,133TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,360TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,266TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,228,065ExcessRevenueOverExpensesAmt
Net Investment Income$28,992NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$21,784SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,784SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$1,237,859OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,237,859OtherInvestmentsEOYFMVAmt
Total Assets EOY$1,259,643TotalAssetsEOYAmt
Total Assets EOYFMV$1,259,643TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock EOY$1,259,643CapitalStockEOYAmt
Tot Net Ast Or Fund Balances EOY$1,259,643TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,259,643TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$1,228,065ExcessRevenueOverExpensesAmt
Other Increases$31,578OtherIncreasesAmt
Subtotal$1,259,643SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,259,643TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$580InvestmentIncomeExciseTaxAmt
Subtotal$580SubtotalAmt
Tax Based On Investment Income$580TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$593TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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 Line1EDWARD WARDELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7328590641PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line163 HANCE ROADAddressLine1Txt
CityFAIR HAVENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07704ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
EDWARD B WARDELL
63 HANCE ROADFAIR HAVENNJ077043201President4.00$0
ELIZABETH DEBEER
63 HANCE ROADFAIR HAVENNJ077043201Vice President4.00$0
PAULINE WARDELL
63 VANCE ROADFAIR HAVENNJ077043201Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$986,917AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,092AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,003,009TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,003,009AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,045CashDeemedCharitableAmt
Net Vl Noncharitable Assets$987,964NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,398MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,398MinimumInvestmentReturnAmt
Tax Based On Investment Income$580TaxBasedOnInvestmentIncomeAmt
Total Tax$580TotalTaxAmt
Distributable Before Adj$48,818DistributableBeforeAdjAmt
Distributable Before Ded$48,818DistributableBeforeDedAmt
Distributable As Adjusted$48,818DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,266ExpensesAndContributionsAmt
Qualifying Distributions$24,266QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,266AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,818DistributableAsAdjustedAmt
Qualifying Distributions$24,266QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,266AppliedToCurrentYearAmt
Undistributed Income CY$24,552UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD B WARDELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITARIAN UNIVERSALIST CONGREGATION
1475 WEST FRONT STLINCROFTNJ07738NONEPCGENERAL SUPPORT$9,002
HIGH SCHOOL POST PROM
74 RIDGE ROADRUMSONNJ07760NONEGOVGENERAL SUPPORT$200
NAVASINK RIVER ROWING
PO BOX 6153FAIRHAVENNJ07704NONEPCGENERAL SUPPORT$100
AMERICAN CANCER SOCIETY
250 WILLIAMS STATLANTAGA30303NONEPCGENERAL SUPPORT$200
PENN FUND
3451MWALNUT STPHILADELPHIAPA19104NONEPCGENERAL SUPPORT$200
COVENANT HOUSE NEW JERSEY
330 WASHINTON STNEWARKNJ07102NONEPCGENERAL SUPPORT$600
MONMOUTH COUNTY SPCA
260 WALL STEATONTOWNNJ07724NONEPCGENERAL SUPPORT$500
RUTGER UNIVERSITY FOUNDATION
7 COLLEGE AVENEW BRUNSWICKNJ08901NONESO IGENERAL SUPPORT$7,214
FOODBANK OF MONMOUTH OCEAN COUNTIES
330 ROUTE 66NEPTUNENJ07753NONEPCGENERAL SUPPORT$700
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038NONEPCGENERAL SUPPORT$650
THE COMMUNITY YMCA
170 PATTERSON AVENUESHREWSBURYNJ07702NONEPCGENERAL SUPPORT$100
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEPCGENERAL SUPPORT$400
PLANNED PARENTHOOD OF NJ
196 SPEEDWELL AVENUEMORRISTOWNNJ07960NONEPCGENERAL SUPPORT$250
FAIR HAVEN FIRST AID SQUAD
PO BOX 142FAIR HAVENNJ07704NONEPCGENERAL SUPPORT$250
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPCGENERAL SUPPORT$500
FAIR HAVEN COMMUNITY APPEAL
PO BOX 63FAIR HAVENNJ07704NONEPCGENERAL SUPPORT$1,900
HUDSON RIVER SLOOP CLEARWATER INC
724 WOLCOTT AVENUEBEACONNY12508NONEPCGENERAL SUPPORT$500
ST GREGORY'S PANTRY
804 BAY AVENUEPOINT PLEASANT BEACHNJ08742NONEPCGENERAL SUPPORT$500
PARKER FAMILY HEALTH CENTER
211 SHREWSBURY AVENUERED BANKNJ07701NONEPCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,266TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$34,352ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$34,352ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,352TotalIncomeProducingActyAmt

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 PersonEDWARD B WARDELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line163 VANCE ROADAddressLine1Txt
CityFAIR HAVENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP077043201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,229,846TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$1,185,276FairMarketValueAmt
Received2014-03-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORM 1023CategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationThe state of domicile, New Jersey, does not require a charitable organization receiving less than $10,000 annually (not including founding person's donations) to register or file returns with the state attorney general.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$744,379$744,379
EXCHANGE TRADED FUNDSFMV$493,480$493,480

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryORGANIZATIONAL DOCUMENTSCategoryTxt
Legal Fees$3,064LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$93
BROKER FEES$5,360$5,360
FORM 1023 FILING FEE$850

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDWARD B WARDELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line163 HANCE ROADAddressLine1Txt
CityFAIR HAVENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07704ZIPCd

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