THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201543159349100049
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T12:54:13-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1144 HOOPER AVE STE 202 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 087538361 | 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 | 830466544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUCKELEW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ORGANIZATION | InCareOfNm |
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 7327365205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MAIN STREET CN 2017 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08754 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BUCKELEW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7327365205 | PhoneNum |
| Signature | 2015-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J VITALE | PreparerPersonNm |
| PTIN | P00064833 | PTIN |
| Phone | 7325042400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $205,539 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,593 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $345 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $445 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,571 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,571 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,341 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,277 | CashBOYAmt |
| Cash EOY | $6,428 | CashEOYAmt |
| Cash EOYFMV | $6,428 | CashEOYFMVAmt |
| Other Investments BOY | $154,056 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $139,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $199,111 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $159,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $205,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $159,333 | UnrestrictedBOYAmt |
| Unrestricted EOY | $146,313 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,020 | ExcessRevenueOverExpensesAmt |
| Subtotal | $146,313 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $146,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (78462F103) | 2009-08-24 | 2014-04-03 | $5,095 | $2,780 | $2,315 | $2,315 | |
| SPDR S&P 500 ETF TRUST (78462F103) | 2009-08-24 | 2014-08-11 | $5,042 | $2,677 | $2,365 | $2,365 | |
| ISHARES MSCI EAFE ETF (XXX-XX-XXXX) | 2009-08-24 | 2014-12-03 | $10,098 | $8,278 | $1,820 | $1,820 | |
| CAPITAL GAIN DIVIDENDS | $93 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,593 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,067 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $214,598 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.205347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,759 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $226,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.158192 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,815 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $244,525 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101482 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $240,032 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067324 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,686 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $170,646 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03332 | DistributionYr5Rt |
| Total Distribution | 0.565665 | TotalDistributionRt |
| Average Distribution | 0.113133 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $208,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,600 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $123 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,723 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,571 | 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 | $123 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $123 | SubtotalAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $123 | AppliedToEsTaxAmt |
| Total Payments And Credits | $123 | TotalPaymentsAndCreditsAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7327365205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MAIN STREET CN 2017 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| 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 |
| 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 (4 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 BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| CAROL BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| BRIAN BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| KEVIN BUCKELEW | ||||||||
| 231 MAIN STREET CN 2017 | TOMS RIVER | NJ | 08754 | TRUSTEE | 0.0 | $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 | $205,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,777 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $211,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123 | TotalTaxAmt |
| Distributable Before Adj | $10,307 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,307 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,307 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,571 | 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 | $24,571 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $123 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,036 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,332 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,673 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,264 | RemainingDistriFromCorpusAmt |
| Total Corpus | $91,767 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,036 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,332 | ExcessFromYear4Amt |
| Excess From Year3 | $12,719 | ExcessFromYear3Amt |
| Excess From Year2 | $24,743 | ExcessFromYear2Amt |
| Excess From Year1 | $33,673 | ExcessFromYear1Amt |
| Excess From Current Year | $14,264 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH BUCKELEW | ContributingManagerNm |
| Contributing Manager | CAROL BUCKELEW | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH BUCKELEW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MAIN STREET CN 2017 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7327365205 | RecipientPhoneNum |
| Form And Info And Materials | SUBMISSIONS MUST BE WRITTEN. THE EXACT FORMAT HAS NOT BEEN DETERMINED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS ARE CONSIDERED AT THE DISCRETION OF THE FOUNDATION MANAGEMENT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO CURRENT RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OCEAN COUNTY MAYORS ASSOCIATION | ||||||
| PO BOX 896 | ISLAND HEIGHTS | NJ | 08732 | N/A | CHARITABLE PURPOSE | $100 |
| FCA | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | CHARITABLE PUPROSE | $200 |
| OCEAN COUNTY LIBRARY | ||||||
| 101 WASHINGTON STREET | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $50 |
| CANCER SUPPORT SERVICES | ||||||
| 99 NJ-37 | TOMS RIVER | NJ | 08755 | N/A | CHARITABLE PURPOSE | $50 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | N/A | EDUCATIONAL PURPOSE | $5,000 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE PURPOSE | $50 |
| LAKEWOOD HIGH SCHOOL ALUMNI | ||||||
| 855 SOMERSET AVENUE | LAKEWOOD | NJ | 08701 | N/A | EDUCATIONAL PURPOSE | $150 |
| LARC SCHOOL | ||||||
| 1089 CREEK ROAD | BELLMAWR | NJ | 08031 | N/A | EDUCATIONAL PURPOSE | $2,000 |
| MONMOUTH MEDICAL CENTER FOUNDATION | ||||||
| 300 SECOND AVENUE | LONG BRANCH | NJ | 07740 | N/A | CHARITABLE PURPOSE | $200 |
| MONMOUTH UNIVERSITY | ||||||
| 400 CEDAR AVE | WEST LONG BRANCH | NJ | 07764 | N/A | EDUCATIONAL PURPOSE | $3,036 |
| OCEAN COUNTY COLLEGE FOUNDATION | ||||||
| COLLEGE DRIVE PO BOX 2001 | TOMS RIVER | NJ | 08754 | N/A | EDUCATIONAL PURPOSE | $100 |
| HAVEN FROM THE STORM | ||||||
| 820 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | N/A | CHARITABLE PURPOSE | $1,000 |
| RUTGERS CANCER INSTITUTE OF NJ | ||||||
| 195 LITTLE ALBANY STREET | NEW BRUNSWICK | NJ | 08903 | N/A | CHARITABLE PURPOSE | $100 |
| MSU FOUNDATION | ||||||
| 100 HUNTER HENRY BLVD | MISSISSIPPI STATE | MS | 39762 | N/A | CHARITABLE PURPOSE | $100 |
| INNOCENCE PROJECT OF FLORIDA INC | ||||||
| 1100 EAST PARK AVENUE | TALLAHASSEE | FL | 32301 | N/A | CHARITABLE PURPOSE | $100 |
| MY BROTHERS KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | CHARITABLE PURPOSE | $50 |
| OPPORTUNITY PROJECT INC | ||||||
| 60 E WILLOW ST | MILLBURN | NJ | 07041 | N/A | CHARITABLE PURPOSE | $10 |
| BOYS AND GIRLS TOWNS OF ITALY | ||||||
| 250 E 63RD ST 204 | NEW YORK | NY | 10065 | N/A | CHARITABLE PURPOSE | $550 |
| BRENDAN AND ABIGAIL MCHUGH EDUCATIONAL FUND | ||||||
| 2028 HWY 35 AT NEW BEDFORD ROAD | WALL | NJ | 07719 | N/A | EDUCATIONAL PURPOSE | $250 |
| RSPA | ||||||
| 10130 PERIMETER PARKWAY STE 420 | CHARLOTTE | NC | 28216 | N/A | CHARITABLE PURPOSE | $1,250 |
| WALL COMMUNITY FIRST AID SQUAD | ||||||
| 1417 LAKEWOOD ROAD | MANASQUAN | NJ | 08736 | N/A | CHARITABLE PURPOSE | $25 |
| HARBOR HOUSE FOUNDATION | ||||||
| 1868 HOOPER AVE | TOMS RIVER | NJ | 08753 | N/A | CHARITABLE PURPOSE | $1,350 |
| WALL PBA | ||||||
| PO BOX 1332 | WALL TOWNSHIP | NJ | 07719 | N/A | CHARITABLE PURPOSE | $50 |
| STG | ||||||
| 12011 SUNSET HILLS ROAD SUITE 1200 | RESTON | VA | 20190 | N/A | CHARITABLE PURPOSE | $100 |
| THE FIRST TEE METROPOLITAN NY | ||||||
| 3545 JEROME | BRONX | NY | 10467 | N/A | CHARITABLE PURPOSE | $2,500 |
| FUND AT THE COMMUNITY FOUNDATION | ||||||
| 1500 MAIN STREET PO BOX 15769 | SPRINGFIELD | MA | 01115 | N/A | CHARITABLE PURPOSE | $200 |
| BOY SCOUTS OF AMERICA NJ | ||||||
| 1 SADDLE RD | CEDAR KNOLL | NJ | 07927 | N/A | CHARITABLE PURPOSE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,571 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,746 | 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 | $6,593 | 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 | $12,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,341 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS CORE FIXED INCOME FUND | AT COST | $49,541 | $57,788 |
| GS HIGH YIELD FUND INSTL SHARE | AT COST | $5,255 | $5,534 |
| SPDR S&P 5900ETF TRUST | AT COST | $40,358 | $81,017 |
| GS REAL ESTATE SECURITIES FUND | AT COST | $3,191 | $7,453 |
| ISHARES MSCI EAFE INDEX | AT COST | $35,625 | $41,371 |
| GS INTL REAL ESTATE SECURITIES | AT COST | $5,915 | $5,948 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. EXPENSES | Desc |
| Revenue And Expenses Per Books | $445 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $168 |
| STATE OF NJ FILING FEES | $30 |
| FOREIGN TAXES PAID | $147 |
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