LARRY L LUING FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LARRY L LUING FAMILY FOUNDATION INC (EIN 22-3564439)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-06
- IRS object ID
- 201530969349100808
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-06T19:43:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | 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 | 223564439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY L LUING FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARR | BusinessNameControlTxt |
| Phone | 2012911111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BERKELEY COLLEGE 44 RIFLE CAMP | AddressLine1Txt |
| Address Line2 | ROAD | AddressLine2Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY LUING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2012911111 | PhoneNum |
| Signature | 2015-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BERL | PreparerPersonNm |
| PTIN | P00105290 | PTIN |
| Phone | 9732283500 | 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 | $5,356,061 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $725 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,492 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,492 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,176 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $527,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,393 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,940 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $215,450 | CashBOYAmt |
| Cash EOY | $236,112 | CashEOYAmt |
| Cash EOYFMV | $236,112 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,196,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,520,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,119,949 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,412,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,756,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,356,061 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,412,403 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,756,793 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,412,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,756,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,412,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,756,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,412,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $3,756,793 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,756,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,176 | GrossSalesPriceAmt |
| Gain Or Loss | $1,176 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,176 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,176 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,939,966 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,689,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036267 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,040 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,211,041 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037105 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,030 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,819,722 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,348,948 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032618 | DistributionYr5Rt |
| Total Distribution | 0.170882 | TotalDistributionRt |
| Average Distribution | 0.034176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,045,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $173,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,040 | 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 | $1,245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $555 | OverpaymentAmt |
| Applied To ES Tax | $555 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDY LUING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2012911111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BERKELEY COLLEGE 44 RIFLE CAMP | AddressLine1Txt |
| Address Line2 | RD | AddressLine2Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY L LUING | ||||||||
| 2150 N OCEAN BLVD | BOCA RATON | FL | 33431 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KEVIN LUING | ||||||||
| 5 WILRICH GLEN | MORRISTOWN | NJ | 07960 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RANDY LUING | ||||||||
| 236 MOUNTAIN AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,896,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,121,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,121,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,045,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,245 | TotalTaxAmt |
| Distributable Before Adj | $251,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $251,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $251,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,245 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,795 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $176,800 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $176,800 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $247,772 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY L LUING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY LUING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BERKELEY COLLEGE 44 RIFLE RD | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2012911111 | RecipientPhoneNum |
| Form And Info And Materials | LETTER CONTAINING STATEMENT OF PROGRAM AND AMOUNT OF FUNDING REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CURRENTLY LIMITED TO MEDICAL, EDUCATIONAL AND COMMUNITY PROGRAMS, NO GRANTS WILL BE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS CALABASAS CA | ||||||||
| 27001 AGOURA RD | CALABASAS HILLS | CA | 91301 | NONE | PC | UNRESTRICTED USE | $5,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 2701 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | NONE | PC | UNRESTRICTED USE | $15,000 | |
| AMFAR NEW YORK | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED USE | $2,000 | |
| ATLANTIC CITY RESCUE MISSION | ||||||||
| 2009 BACHARACH BLVD | ATLANTIC CITY | NJ | 08401 | NONE | PC | UNRESTRICTED USE | $3,000 | |
| BOCA HELPING HANDS | ||||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | PC | UNRESTRICTED USE | $24,000 | |
| BRENDAN BOREK MEMORIAL FUND | ||||||||
| PO BOX 41 | AVALON | NJ | 08202 | NONE | PC | UNRESTRICTED USE | $5,000 | |
| BROADWAY CARES-EQUITY FIGHT AIDS | ||||||||
| 165 WEST 46TH STREET 1300 | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED USE | $5,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED USE | $2,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED USE | $10,000 | |
| FAMILY PROMISE OF CAPE MAY COUNTY | ||||||||
| 505 TOWN BANK RD | N CAPE MAY | NY | 08204 | NONE | PC | UNRESTRICTED USE | $2,000 | |
| GLSEN | ||||||||
| 90 BROAD STREET 2ND F | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED USE | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 298 S ORANGE AVE | NEWARK | NJ | 07103 | NONE | PC | UNRESTRICTED USE | $5,000 | |
| JOHNS HOPKINS HOSPITAL BALTIMORE | ||||||||
| 3910 KESWICK RD S BLDG 4TH FL STE 4 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED USE | $5,000 | |
| JUVENILE DIABETES-JDRF | ||||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED USE | $10,000 | |
| MAKE-A-WISH | ||||||||
| 2901 STIRLING RD SUITE 208 | FT LAUDERDALE | FL | 33312 | NONE | PC | UNRESTRICTED USE | $7,000 | |
| MARINE'S TOYS FOR TOTS | ||||||||
| THE COOPER CENTER 18251 QUANTICO | TRIANGLE | VA | 22172 | NONE | PC | UNRESTRICTED USE | $2,500 | GATEWAY DRIVE |
| NATIONAL MS SOCIETY DENVER | ||||||||
| 900 SOUTH BROADWAY | DENVER | CO | 80209 | NONE | PC | UNRESTRICTED USE | $7,000 | |
| POVERELLO FOOD BANK | ||||||||
| 2292 WILTON DRIVE | WILTON MANORS | FL | 33305 | NONE | PC | UNRESTRICTED USE | $7,000 | |
| PROJECT YES MIAMI | ||||||||
| 5275 SUNSET DRIVE | MIAMI | FL | 33143 | NONE | PC | UNRESTRICTED USE | $2,000 | |
| PULMONARY FIBROSIS FOUNDATION CHICAGO | ||||||||
| 230 EAST OHIO STREET SUITE 304 | CHICAGO | IL | 60611 | NONE | PC | UNRESTRICTED USE | $10,000 | |
| RED CROSS WEST PALM BEACH | ||||||||
| 825 FERN STREET | WEST PALM BEACH | FL | 33401 | NONE | PC | UNRESTRICTED USE | $15,000 | |
| SALVATION ARMY | ||||||||
| 4 GARY ROAD | UNION | NJ | 07083 | NONE | PC | UNRESTRICTED USE | $20,000 | |
| THE SMILE TRAIN | ||||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | NONE | PC | UNRESTRICTED USE | $5,000 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| 1 WEST PARK RD | IOWA CITY | IA | 52244 | NONE | PC | UNRESTRICTED USE | $3,000 | |
| USO | ||||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED USE | $2,000 | |
| VFW | ||||||||
| 501 S 4TH ST | EDINA | MO | 63537 | NONE | PC | UNRESTRICTED USE | $2,000 | |
| W'XEL PUBLIC TV PALM BEACH | ||||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | PC | UNRESTRICTED USE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $725 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,492 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,393 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LARRY L LUING | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 N OCEAN BLVD 5N | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD FUNDS | StockNm |
| EOY Book Value | $3,520,681 | EOYBookValueAmt |
| EOYFMV | $5,119,949 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NJ CONSUMER AFFAIRS FEES | $30 | $0 | $30 |
| BANK FEES | $10 | $0 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $2,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| U.S. TREASURY | $2,023 | $0 | $0 |
| FOREIGN TAXES | $2,940 | $2,940 | $0 |
Comments