WARDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WARDELL FAMILY FOUNDATION INC (EIN 46-4313076)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-23
- IRS object ID
- 202600829349101200
- Schema version
- 2025v4.0
- 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 | 2026-03-23T15:27:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 150 CLOVE ROAD SUITE 701 | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 B WARDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7328590641 | PhoneNum |
| Signature | 2026-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2025 | 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 | $1,871,779 | 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 | $132,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,644 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $330 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $330 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $224,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,483 | 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 | $3,255 | 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 | $7,788 | 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 | $11,043 | 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 | $99,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $132,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,314 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,138,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,115,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,671,465 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,270,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,316,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,871,779 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,270,993 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,316,010 | 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 | $1,270,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,316,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,270,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,316,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,270,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,384,891 | SubtotalAmt |
| Other Decreases | $68,881 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,316,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 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 | 2025-02-27 | $5,000 | $6,000 | -$1,000 | -$1,000 |
| INVESCO OPPENHEIMER NAL GROWTH FUND CLASS Y | P | 2024-01-01 | 2025-10-20 | $12,000 | $12,762 | -$762 | -$762 |
| BARON SMALL-CAP FUND ONAL CLASS | P | 2024-01-01 | 2025-10-20 | $3,000 | $3,261 | -$261 | -$261 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-02-27 | $141 | $139 | $2 | $2 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-02-27 | $23 | $22 | $1 | $1 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-02-27 | $238 | $235 | $3 | $3 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-02-27 | $285 | $281 | $4 | $4 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-02-27 | $383 | $378 | $5 | $5 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-02-27 | $9 | $9 | $0 | $0 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-02-27 | $8,906 | $8,787 | $119 | $119 |
| DODGE & COX INTERNAT K FUND CLASS 1 | P | 2024-01-01 | 2025-10-20 | $5,985 | $5,781 | $204 | $204 |
| FMI INTERNATIONAL FU TIONAL CLASS | P | 2024-01-01 | 2025-02-27 | $5,000 | $3,982 | $1,018 | $1,018 |
| FMI INTERNATIONAL FU TIONAL CLASS | P | 2024-01-01 | 2025-05-14 | $67,723 | $54,836 | $12,887 | $12,887 |
| FMI INTERNATIONAL FU TIONAL CLASS | P | 2024-01-01 | 2025-05-14 | $2,681 | $2,171 | $510 | $510 |
| FMI INTERNATIONAL FU TIONAL CLASS | P | 2024-01-01 | 2025-05-14 | $2,781 | $2,252 | $529 | $529 |
| FMI INTERNATIONAL FU TIONAL CLASS | P | 2024-01-01 | 2025-05-14 | $11,972 | $9,694 | $2,278 | $2,278 |
| FIDELITY MERRIMACK S L BD ETF | P | 2024-11-06 | 2025-02-27 | $9,997 | $9,896 | $101 | $101 |
| FIDELITY MERRIMACK S L BD ETF | P | 2024-11-06 | 2025-10-20 | $6,075 | $5,874 | $201 | $201 |
| OAKMARK INTERNATIONAL ISOR CLASS | P | 2024-01-01 | 2025-02-27 | $5,000 | $4,689 | $311 | $311 |
| ISHARES TR S&P 500 G | P | 2011-01-12 | 2025-02-27 | $32,438 | $5,313 | $27,125 | $27,125 |
| ISHARES TR S&P 500 G | P | 2011-01-12 | 2025-12-03 | $30,065 | $4,060 | $26,005 | $26,005 |
| AMERICAN NEW WORLD F F2 | P | 2024-01-01 | 2025-02-27 | $5,000 | $4,495 | $505 | $505 |
| AMERICAN NEW WORLD F F2 | P | 2024-01-01 | 2025-10-20 | $10,000 | $7,332 | $2,668 | $2,668 |
| PRINCIPAL REAL ESTAT ES FUND INSTITUTIONAL CLASS | P | 2024-01-01 | 2025-02-27 | $3,500 | $3,006 | $494 | $494 |
| PRINCIPAL REAL ESTAT ES FUND INSTITUTIONAL CLASS | P | 2024-01-01 | 2025-10-20 | $3,000 | $2,639 | $361 | $361 |
| UNITED STATES TREASURY | P | 2022-11-03 | 2025-10-15 | $70,000 | $69,302 | $698 | $698 |
| VANGUARD INDEX FDS V LUE ETF | P | 2014-03-12 | 2025-10-20 | $29,955 | $12,317 | $17,638 | $17,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,644 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,120 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,120 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $880 | OverpaymentAmt |
| Applied To ES Tax | $880 | 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 | 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 | $1,561,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,714,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,714,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,688,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,120 | TotalTaxAmt |
| Distributable Before Adj | $81,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,542 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,079 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,079 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,463 | 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 | $61,847 | 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 180 TURNING LIVES AROUND | ||||||||
| 1 BETHANY RD | HAZLET | NJ | 07730 | NONE | PC | DOMESTIC ABUSE TREATMENT CENTER | $2,500 | |
| ACLU | ||||||||
| 125 BROAD ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ARBOR DAY FOUNDATION | ||||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | NONE | PC | ENVIRONMENT | $778 | |
| BEST DEFENSE | ||||||||
| 249 HWY 101 SUITE 312 | SOLANA BEACH | CA | 92075 | NONE | PC | VETERANS ASSISTANCE | $523 | |
| BREAST CANCER RESEARCH | ||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | MEDICAL | $500 | |
| CAMINOS DE AGUA | ||||||||
| 4 PARTON CT | LAKE FOREST | IL | 60045 | NONE | PC | ENVIRONMENTAL | $258 | |
| CASA FREEHOLD | ||||||||
| 655 SOUTH STREET | FREEHOLD | NJ | 07728 | NONE | PC | COMMUNITY SUPPORT | $500 | |
| CHATAM EMS | ||||||||
| 31 N PASSAIC AVE | CHATHAM | NJ | 07928 | NONE | PC | EMERGENCY | $500 | |
| CHATHAM METHODIST CHURCH | ||||||||
| 460 MAIN ST | CHATHAM | NJ | 07928 | NONE | PC | RELIGIOUS | $520 | |
| CHATHAM TOWNSHIP VOLUNTEER FIRE DEPARTMENT | ||||||||
| 495 RIVER ROAD | CHATHAM | NJ | 07928 | NONE | NC | SUPPORT OF DEPARTMENT TO PROTECT RESIDENTS | $500 | |
| CITIZENS CLIMATE LOBBY | ||||||||
| PO BOX 181020 | CORONADO | CA | 92178 | NONE | PC | CLIMATE | $2,500 | |
| COVENANT HOUSE NEW JERSEY | ||||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | NONE | PC | ASSISTANCE TO HOMELESS | $11,250 | |
| CROP HUNGER WALK | ||||||||
| PO BOX 968 | ELKHART | IN | 46515 | NONE | PC | FOOD ASSISTANCE FOR NEEDY | $1,000 | |
| DAILY PA | ||||||||
| 16 IRON BRIDGE DR | COLLEGEVILLE | PA | 19426 | NONE | PC | FOOD ASSISTANCE | $1,263 | |
| DECSENDANTS OF WWII RANGERS | ||||||||
| 119 NORMAN STREET | LAFAYETTE | LA | 70508 | NONE | PC | GENERAL SUPPORT | $500 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | HEALTH | $1,000 | |
| DREXEL UNIVERSITY | ||||||||
| 3140 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATIONAL | $1,000 | |
| EVERYTOWN SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | GUN SAFETY | $250 | |
| FARROKH LANGDANA EMBA ACADEMIC FUND | ||||||||
| 335 GEORGE STREET LIBERTY PLAZA | NEW BRUNSWICK | NJ | 08901 | NONE | SO I | GENERAL SUPPORT | $412 | |
| FRIENDS OF FH PUBLIC LIBRARY | ||||||||
| 65 WITHERSPOON ST | PRINCETON | NJ | 08542 | NONE | PC | LIBRARY | $1,000 | |
| FULFILL FOODBANK | ||||||||
| 3300 NJ-66 | NEPTUNE | NJ | 07753 | NONE | PC | FOOD ASSISTANCE | $2,005 | |
| GARDEN STATE EQUALITY | ||||||||
| 1408 MAIN STREET | ASBURY PARK | NJ | 07712 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GRACE SUMMIT | ||||||||
| 100 MORRIS AVENUE | SUMMIT | NJ | 07901 | NONE | PC | COMMUNITY ESSENTIALS | $1,000 | |
| GREAT SWAMP WATERSHED ASSOCIATION | ||||||||
| 568 TEMPE WICK RD | MORRISTOWN | NJ | 07960 | NONE | PC | ENVIRONMENTAL | $255 | |
| GUARDIAN FOUNDATION | ||||||||
| 45 DUG WAY | WATCHUNG | NJ | 07069 | NONE | PC | GENERAL SUPPORT | $105 | |
| INSIDE CLIMATE NEWS | ||||||||
| 26 COURT STREET SUITE 1617 | BROOKLYN | NY | 11242 | NONE | PC | ENVIRONMENTAL | $180 | |
| INTERFAITH NEIGHBORS | ||||||||
| 810 FOURTH AVENUE | ASBURY PARK | NJ | 07712 | NONE | PC | COMMUNITY SUPPORT | $3,010 | |
| LSNA | ||||||||
| 143 NORTH 22ND STREET UNIT D | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL SUPPORT | $100 | |
| LUNCHBREAK | ||||||||
| 121 DRS JAMES PARKER BLVD | RED BANK | NJ | 07701 | NONE | PC | FOOD ASSISTANCE FOR NEEDY | $2,250 | |
| MURAL ARTS | ||||||||
| 1727-29 MT VERNON ST | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL SUPPORT | $535 | |
| MURRAY GROVE RETREAT AND RENEWAL CENTER | ||||||||
| 431 US HIGHWAY 9 | LANOKA HARBOR | NJ | 08734 | NONE | PC | SOCIAL AND ENV. JUSTICE | $250 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | ENVIRONMENTAL | $1,750 | |
| NATURE CONSERVANCY | ||||||||
| 245 FAIRFAX DR STE 100 | ARLINGTON | VA | 222031637 | NONE | PC | ENVIRONMENTAL | $75 | |
| NEW JERSEY COALITION AGAINST SEXUAL ASSAULT | ||||||||
| 400 RIVERVIEW PLAZA SUITE 413 | TRENTON | NJ | 08611 | NONE | PC | GENERAL SUPPORT | $250 | |
| NO LIMITS CAFE | ||||||||
| 418 ROUTE 35 | RED BANK | NJ | 07701 | NONE | PC | EMPLOY ADULTS WITH INTELLECTUAL DISABILITIES | $760 | |
| PARKER HEALTH | ||||||||
| 1421 RIVER ROAD | PISCATAWAY | NJ | 08854 | NONE | PC | MEDICAL | $2,250 | |
| PBS | ||||||||
| 1225 S CLARK STREET | ARLINGTON | VA | 22202 | NONE | PC | GENERAL ASSISTANCE | $500 | |
| PENN ATHLETIC CLUB ROWING ASSOCIATION | ||||||||
| 12 BOATHOUSE ROW | PHILADELPHIA | PA | 19130 | NONE | PC | SPORTS | $250 | |
| PERSIMMON TREE INC | ||||||||
| C/O JEAN ZORN APT 212 1600 SE 15TH | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL SUPPORT | $109 | ST |
| PHILABUNDANCE | ||||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PC | FOOD ASSISTANCE FOR NEEDY | $3,000 | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| 2600 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | ART | $600 | |
| PHILLY TREE PEOPLE | ||||||||
| 2133 E CUMBERLAND STREET | PHILADELPHIA | PA | 19125 | NONE | PC | GENERAL | $503 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HEALTH | $7,500 | |
| PRO PUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $1,018 | |
| PROJECT WRITE NOW | ||||||||
| 68 WHITE ST SUITE 7-371 | RED BANK | NJ | 07701 | NONE | PC | EDUCATION | $1,118 | |
| RUTGERS UNIVERSITY | ||||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PC | EDUCATIONAL | $500 | |
| ST GREGORY'S PANTRY | ||||||||
| 804 BAY AVENUE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | FOOD ASSISTANCE FOR NEEDY | $1,500 | |
| THE REFORMED CHURCH OF HIGHLAND PARK (RCHP) AFFORDABLE HOUSING | ||||||||
| 19-21 SOUTH 2ND AVENUE | HIGHLAND PARK | NJ | 08904 | NONE | PC | HOUSING | $154 | |
| TWO RIVER THEATER | ||||||||
| 21 BRIDGE AVENUE | RED BANK | NJ | 07701 | NONE | PC | CULTURAL | $250 | |
| U OF PENN ROWING | ||||||||
| 11 BOATHOUSE ROW | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL ASSISTANCE | $2,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL ASSISTANCE | $1,046 | |
| UNITARIAN UNIVERSALIST CONGREGATION OF MONMOUTH COUNTY | ||||||||
| 1475 W FRONT ST | LINCROFT | NJ | 07783 | NONE | PC | RELIGIOUS | $20,375 | |
| UNIV OF PA CCC | ||||||||
| 3600 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $5,000 | |
| UNIV OF PA SP2 | ||||||||
| 3701 LOCUST WALK | PHILADELPHIA | PA | 191046214 | NONE | PC | SCHOOLING | $150 | |
| VIN GOPAL CIVIC ASSOCIATION | ||||||||
| PO BOX 214 | RED BANK | NJ | 07701 | NONE | PC | RELIGOUS | $2,500 | |
| WELCOME HOME | ||||||||
| 597 WEST SIDE AVE 200 | JERSEY CITY | NJ | 07304 | NONE | PC | REFUGEE RESETTLING | $500 | |
| WNYC | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 2001 L ST NW SUITE 500 PMB 2124 | WASHINGTON | DC | 20036 | NONE | PC | FOOD ASSISTANCE | $105 | |
| WWF | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371124 | NONE | PC | ANIMAL | $85 | |
| YSPANIOLA | ||||||||
| 33 SEAVERNS AVE | JAMAICA PLAIN | MA | 02130 | NONE | PC | HUMAN RIGHTS | $2,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,542 | 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 | $132,509 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,483 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,483 | 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 | $3,255 | 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 | $1,115,696 | EOYBookValueAmt |
| EOYFMV | $1,671,465 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECONCILED DIFFERENCES FUND BALANCES | Desc |
| Amt | $68,881 | 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 | $7,757 | $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 | $330 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $330 | NetInvestmentIncomeAmt |
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