WARDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WARDELL FAMILY FOUNDATION INC (EIN 46-4313076)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-28
- IRS object ID
- 202500599349100620
- Schema version
- 2024v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-28T14:39:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464313076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WARDELL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 7328590641 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 HANCE ROAD | AddressLine1Txt |
| City | FAIR HAVEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD WARDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7328590641 | PhoneNum |
| Signature | 2025-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SOPHIA KEISOGLOU | PreparerPersonNm |
| PTIN | P01232888 | PTIN |
| Phone | 9738089500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,734,301 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $120,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $405,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,054 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $301 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $164,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,327 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $7,824 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,656 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,656 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,327 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,277 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,194,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,138,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,602,024 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,265,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,270,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,734,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,265,413 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,270,993 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,265,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,270,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,265,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,270,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,265,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,351,130 | SubtotalAmt |
| Other Decreases | $80,137 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,270,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO OPPENHEIMER NAL GROWTH FUND CLASS Y | P | 2024-01-01 | 2024-04-26 | $3,500 | $3,790 | -$290 | -$290 |
| BROWN CAPITAL SMALL ND INSTITUTIONAL CLASS | P | 2024-01-01 | 2024-12-03 | $21,772 | $33,891 | -$12,119 | -$12,119 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2024-04-26 | $3,985 | $3,417 | $568 | $568 |
| FIDELITY ADVISOR TOT ND CLASS 1 | P | 2024-01-01 | 2024-04-26 | $150,035 | $151,568 | -$1,533 | -$1,533 |
| FIDELITY ADVISOR TOT ND CLASS 1 | P | 2024-01-01 | 2024-11-06 | $4,813 | $4,860 | -$47 | -$47 |
| OAKMARK INTERNATIONAL ISOR CLASS | P | 2024-01-01 | 2024-04-26 | $3,500 | $3,392 | $108 | $108 |
| ISHARES TR S&P 500 G | P | 2011-01-12 | 2024-12-03 | $74,979 | $12,280 | $62,699 | $62,699 |
| MATTHEWS PACIFIC TIG SITUATIONAL CLASS | P | 2024-01-01 | 2024-04-26 | $41,860 | $64,372 | -$22,512 | -$22,512 |
| PRINCIPAL REAL ESTAT ES FUND INSTITUTIONAL CLASS | P | 2024-01-01 | 2024-04-26 | $3,000 | $2,992 | $8 | $8 |
| UNITED STATES TREASURY | P | 2022-11-03 | 2024-12-02 | $73,000 | $69,323 | $3,677 | $3,677 |
| VANGUARD INDEX FDS V TENDED MKT ETF | P | 2014-03-12 | 2024-04-26 | $9,976 | $5,143 | $4,833 | $4,833 |
| VANGUARD INDEX FDS V LUE ETF | P | 2014-03-12 | 2024-04-26 | $14,975 | $7,313 | $7,662 | $7,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,054 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,371 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,371 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $913 | TaxDueAmt |
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 | 0 | 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 |
| Individual With Books | EDWARD B WARDELL | IndividualWithBooksNm |
| Phone | 7328590641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 HANCE ROAD | AddressLine1Txt |
| City | FAIR HAVEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077043201 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD B WARDELL | ||||||||
| 63 HANCE ROAD | FAIR HAVEN | NJ | 077043201 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH DEBEER | ||||||||
| 63 HANCE ROAD | FAIR HAVEN | NJ | 077043201 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAULINE WARDELL | ||||||||
| 63 VANCE ROAD | FAIR HAVEN | NJ | 077043201 | SECRETARY | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,612,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,687,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,687,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,662,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,284 | TotalTaxAmt |
| Distributable Before Adj | $80,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,836 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,836 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,656 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,656 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,836 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,899 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,899 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $757 | 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 | $80,079 | 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 | EDWARD B WARDELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD ST | NEW YORK | NY | 10001 | NONE | 501C(3) EXEMPT | GENERAL SUPPORT | $1,000 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $189 |
| BLIND CAT RESCUE | |||||||
| 74 PRAIRIE LN | ST PAULS | NC | 28384 | NONE | 501C(3) EXEMPT | GENERAL SUPPORT | $29 |
| CAMP LAKEY GAP | |||||||
| 222 FERN WAY | BLACK MOUNTAIN | NC | 28711 | NONE | 501C(3) EXEMPT | MEDICAL | $258 |
| CASA FREEHOLD | |||||||
| 655 SOUTH STREET | FREEHOLD | NJ | 07728 | NONE | PUBLIC CHARITY | COMMUNITY SUPPORT | $310 |
| CHATAM EMS | |||||||
| 31 N PASSAIC AVE | CHATHAM | NJ | 07928 | NONE | 501C(3) EXEMPT | EMERGENCY | $1,000 |
| CHATHAM TOWNSHIP VOLUNTEER FIRE DEPARTMENT | |||||||
| 495 RIVER ROAD | CHATHAM | NJ | 07928 | NONE | 501C(3) EXEMPT | SUPPORT OF DEPARTMENT TO PROTECT RESIDENTS | $1,000 |
| CITIZENS CLIMATE LOBBY | |||||||
| PO BOX 181020 | CORONADO | CA | 92178 | NONE | 501C(3) EXEMPT | CLIMATE | $1,000 |
| COVENANT HOUSE NEW JERSEY | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | ASSISTANCE TO HOMELESS | $12,036 |
| FAIR HAVEN FIRST AID SQUAD | |||||||
| PO BOX 142 | FAIR HAVEN | NJ | 07704 | NONE | PUBLIC CHARITY | FIRST MEDICAL RESPONSE | $250 |
| FULFILL FOODBANK | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PUBLIC CHARITY | FIGHT HUNGER PROGRAM | $1,000 |
| GARDEN STATE EQUALITY | |||||||
| 1408 MAIN STREET | ASBURY PARK | NJ | 07712 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $258 |
| INTERFAITH NEIGHBORS | |||||||
| 810 FOURTH AVENUE | ASBURY PARK | NJ | 07712 | NONE | PUBLIC CHARITY | COMMUNITY SUPPORT | $400 |
| INTERFAITH NEIGHBORS KULA FARMS | |||||||
| 115 ATKINS AVE | ASBURY PARK | NJ | 07712 | NONE | 501C(3) EXEMPT | GENERAL SUPPORT | $275 |
| LUNCHBREAK | |||||||
| 121 DRS JAMES PARKER BLVD | RED BANK | NJ | 07701 | NONE | PUBLIC CHARITY | FOOD ASSISTANCE FOR NEEDY | $2,000 |
| NO LIMITS CAFE | |||||||
| 418 ROUTE 35 | RED BANK | NJ | 07701 | NONE | 501C(3) EXEMPT | EMPLOY ADULTS WITH INTELLECTUAL DISABILITIES | $510 |
| PARKER FAMILY HEALTH CENTER | |||||||
| 211 SHREWSBURY AVENUE | RED BANK | NJ | 07701 | NONE | PUBLIC CHARITY | HEALTH CLINIC FOR NEEDY | $1,000 |
| PHILABUNDANCE | |||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PUBLIC CHARITY | FOOD ASSISTANCE FOR NEEDY | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | HEALTH | $5,000 |
| PRO PUBLICA | |||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | 501C(3) EXEMPT | GENERAL SUPPORT | $207 |
| PROJECT WRITE NOW | |||||||
| 68 WHITE ST SUITE 7-371 | RED BANK | NJ | 07701 | NONE | 501C(3) EXEMPT | EDUCATION | $500 |
| RUTGERS UNIVERSITY | |||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| ST GREGORY'S PANTRY | |||||||
| 804 BAY AVENUE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PUBLIC CHARITY | FOOD ASSISTANCE FOR NEEDY | $1,000 |
| THE DAILY PENNSYLVANIAN | |||||||
| 4015 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | 501C(3) EXEMPT | GENERAL SUPPORT | $366 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | 501C(3) EXEMPT | MENTAL HEALTH SUPPORT | $286 |
| U OF PENN ROWING | |||||||
| 12 BOATHOUSE ROW | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| UNITARIAN UNIVERSALIST CONGREGATION | |||||||
| 1475 WEST FRONT ST | LINCROFT | NJ | 07738 | NONE | PUBLIC CHARITY | RELIGIOUS SUPPORT | $20,800 |
| UNIV OF PA CENTER FOR CARCERAL COMM | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | MEDICAL | $5,000 |
| VIN GOPAL CIVIC ASSOC | |||||||
| 106 APPLE STREET SUITE 106 | TINTON FALLS | NJ | 07724 | NONE | 501C(3) EXEMPT | COMMUNITY SUPPORT | $2,500 |
| WELCOME HOME | |||||||
| 597 WEST SIDE AVE 200 | JERSEY CITY | NJ | 07304 | NONE | PUBLIC CHARITY | REFUGEE RESETTLING | $250 |
| WNYC | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501C(3) EXEMPT | GENERAL SUPPORT | $180 |
| YSPAIOLA | |||||||
| 158 RIDGEWOOD AVENUE | NORTH HAVEN | CT | 06473 | NONE | PUBLIC CHARITY | EDUCATION | $3,000 |
| CROP HUNGER WALK | |||||||
| PO BOX 968 | ELKHART | IN | 46515 | NONE | PUBLIC CHARITY | FOOD ASSISTANCE FOR NEEDY | $500 |
| PAYPAL GIVING FUND | |||||||
| 1250 I ST NW 1202 | WASHINGTON | DC | 20005 | NONE | 501C(3) EXEMPT | GENERAL SUPPORT | $52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,656 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,972 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,327 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,130 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF DOMICILE, NEW JERSEY, DOES NOT REQUIRE A CHARITABLE ORGANIZATION RECEIVING LESS THAN $10,000 ANNUALLY TO REGISTER OR FILE RETURNS WITH THE STATE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,138,716 | EOYBookValueAmt |
| EOYFMV | $1,602,024 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECONCILED DIFFERENCES FUND BALANCES | Desc |
| Amt | $80,137 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $7,793 | $0 | $0 | $0 |
| NJ REG FEE | $31 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REBATE | Desc |
| Revenue And Expenses Per Books | $301 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $301 | NetInvestmentIncomeAmt |
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