TODINO FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TODINO FAMILY FOUNDATION INC (EIN 22-3515394)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201522249349100012
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T09:21:51-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DR STE 201 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223515394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODINO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHEN B TELLER | InCareOfNm |
| Business Name Control | TODI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2133 BRIDGE AVE | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | POINT PLEASANT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH R TODINO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6095201188 | PhoneNum |
| Signature | 2015-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL H DOBES | PreparerPersonNm |
| PTIN | P00635925 | PTIN |
| Phone | 6095201188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $896,577 | 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 |
| Dividends Rev And Expnss | $46,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,278 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,787 | CashBOYAmt |
| Cash EOY | $43,479 | CashEOYAmt |
| Cash EOYFMV | $43,479 | CashEOYFMVAmt |
| Corporate Stock BOY | $88,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,712 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $755,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $680,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $752,386 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $875,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $811,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $896,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $875,205 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $811,974 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $875,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $811,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $875,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $811,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $875,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,230 | ExcessRevenueOverExpensesAmt |
| Subtotal | $811,975 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $811,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 3,037.667 SHS OAKMARK INTL FUND CLASS I | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-05-21 | AcquiredDt |
| Sold | 2014-12-17 | SoldDt |
| Gross Sales Price | $75,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $74,923 | CostOrOtherBasisAmt |
| Gain Or Loss | $77 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $77 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,277 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $894,587 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113211 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $744,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,169 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $950,718 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108517 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,717 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,056,413 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,073,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108225 | DistributionYr5Rt |
| Total Distribution | 0.468285 | TotalDistributionRt |
| Average Distribution | 0.093657 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $940,208 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,057 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $465 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,519 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $465 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $465 | SubtotalAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,592 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,592 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,127 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $4,327 | RefundAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN B TELLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328926987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1691 | AddressLine1Txt |
| City | POINT PLEASANT BEACH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08742 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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 (6 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 R TODINO | ||||||||
| 2133 BRIDGE AVE | POINT PLEASANT | NJ | 08742 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| ROSEMARY TODINO | ||||||||
| 2133 BRIDGE AVE | POINT PLEASANT | NJ | 08742 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SHEILA GAGLIANO | ||||||||
| 341 WEST DUDLEY AVENUE | WESTFIELD | NJ | 07090 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KATHRYN CASEY | ||||||||
| 350 EAST 52ND STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ROSEMARY IRRE | ||||||||
| 2133 BRIDGE AVE | POINT PLEASANT | NJ | 08742 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CHRISTINE TODINO | ||||||||
| 20 SEVENTH AVENUE | BROOKLYN | NY | 11217 | TRUSTEE | 1.0 | $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 | $868,583 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $954,526 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $954,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $940,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $465 | TotalTaxAmt |
| Distributable Before Adj | $46,545 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,545 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,519 | 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 | $99,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $465 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $36,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,395 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $67,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $46,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,974 | RemainingDistriFromCorpusAmt |
| Total Corpus | $213,749 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $213,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,024 | ExcessFromYear4Amt |
| Excess From Year3 | $57,395 | ExcessFromYear3Amt |
| Excess From Year1 | $67,356 | ExcessFromYear1Amt |
| Excess From Current Year | $52,974 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH R TODINO - SECURITIES | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JERSEY SHORE ANIMAL CENTER | |||||||
| 185 BRICK BLVD | BRICK | NJ | 08723 | NONE | PC | GENERAL SUPPORT | $1,819 |
| ST JOSEPH SOCIAL SERVICE CENTER | |||||||
| 118 DIVISION ST | ELIZABETH | NJ | 07201 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST GREGORY'S PANTRY | |||||||
| 804 BAY AVE | PT PLEASANT BEACH | NJ | 08742 | NONE | PC | GENERAL SUPPORT | $500 |
| FOOD BANK MONMOUTH & OCEAN COUNTIES | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PC | GENERAL SUPPORT | $500 |
| MEDICAL MISSIONARIES OF MARY | |||||||
| 4425 W 63RD STREET STE 100 | CHICAGO | IL | 60629 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BENEDICTINE ACADEMY | |||||||
| 840 NORTH BROAD STREET | ELIZABETH | NJ | 072082599 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST MARTHA'S CHURCH | |||||||
| 3800 HERBERTSVILLE ROAD | POINT PLEASANT | NJ | 08742 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHRON'S & COLITIS FOUNDATION | |||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $200 |
| SETON HALL PREP | |||||||
| 457 CENTRE STREET | SOUTH ORANGE | NJ | 07070 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOTTIE'S HOUSE | |||||||
| 2141 ROUTE 88 SUITE 4 | BRICK | NJ | 08724 | NONE | PC | GENERAL SUPPORT | $200 |
| SETON HALL UNIVERSITY | |||||||
| 400 S ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | GENERAL SUPPORT | $50,000 |
| GEORGIAN COURT UNIVERSITY | |||||||
| 900 LAKEWOOED AVE | LAKEWOOD TOWNSHIP | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $30,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPECIAL OLYMPICS OF NJ | |||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $200 |
| BRICK ROTARY | |||||||
| PO BOX 21 | BRICK | NJ | 08723 | NONE | PC | GENERAL SUPPORT | $200 |
| CHILDHOOD LEUKEMIA FOUNDATION | |||||||
| 807 MANTOLOKING RD | BRICK | NJ | 08723 | NONE | PC | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,719 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,940 | 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 | $77 | 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 | $47,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,017 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,200 SHS POWERSHARES ETF | $39,050 | $45,552 |
| 700 SHS SPDR S&P DIVIDEND ETF | $49,297 | $55,160 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OAKMARK INTL FUND | AT COST | $50,152 | $47,458 |
| SUNAMERICA FOCUSED DIV STRATEG | AT COST | $250,005 | $270,373 |
| VANGUARD DID GRWTH FD | AT COST | $250,075 | $291,099 |
| YACKTMAN FUND SERVICE | AT COST | $129,916 | $143,456 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $10,204 | |
| FOREIGN TAXES | $74 | $74 |
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