PLANGERE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PLANGERE FOUNDATION INC (EIN 65-0747053)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-09-15
- IRS object ID
- 202612589349100546
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T16:15:46-04:00 | ReturnTs |
| Tax Period End | 2026-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222899290 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONATO HAYES & COMPANY CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650747053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JULES L PLANGERE JR FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULE | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA L HESSION | PersonNm |
| Person Title | TRUSTEE/SECRETARY | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS V DONATO | PreparerPersonNm |
| PTIN | P00176735 | PTIN |
| Phone | 7325313388 | PhoneNum |
| Preparation | 2026-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,319,201 | 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 | $232,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $84,976 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84,976 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $84,976 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $593,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $593,171 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $593,171 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,871,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,134,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,871,391 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $610,003 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $267 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $267 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,781,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,549,538 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,288,417 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,895 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,263 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $799 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $42,422 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,422 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $172,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,915,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,915,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,087,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,955,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $693,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,447,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,288,417 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,899 | CashBOYAmt |
| Cash EOY | $83,123 | CashEOYAmt |
| Cash EOYFMV | $83,123 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $519,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,343,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,343,801 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,387,718 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $877,536 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $869,796 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,776,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,186,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,377,225 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,077,422 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $983,694 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $949,874 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,437,559 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,500,649 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,695,382 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,264,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,975,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,319,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,264,845 | CapitalStockBOYAmt |
| Retained Earning EOY | $24,975,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,264,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,975,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,264,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,975,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,264,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $693,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,915 | OtherIncreasesAmt |
| Subtotal | $24,975,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,975,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES - RJ 561 | P | $9,067,611 | $9,128,343 | -$60,732 | -$60,732 |
| SECURITIES - RJ 561 | P | $8,616,522 | $8,024,217 | $592,305 | $592,305 |
| SECURITIES - RJ 561 | P | $2,413,480 | $2,408,176 | $5,304 | $5,304 |
| SECURITIES - RJ 561 | P | $577,198 | $556,319 | $20,879 | $20,879 |
| SECURITIES - RJ 561 | P | $8,057,184 | $7,411,183 | $646,001 | $646,001 |
| SECURITIES - RJ 561 | P | $4,802,446 | $3,160,965 | $1,641,481 | $1,641,481 |
| SECURITIES - BOA | P | $123,947 | $111,627 | $12,320 | $12,320 |
| SECURITIES - BOA | P | $469,491 | $462,381 | $7,110 | $7,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,871,391 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $610,003 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,919 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,919 | SubtotalAmt |
| Tax Based On Investment Income | $47,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,396 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,396 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $516 | EsPenaltyAmt |
| Tax Due | $32,039 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA HESSION | IndividualWithBooksNm |
| Phone | 7329846499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ALFRED D COLANTONI | ||||||||
| 201 MAIN STREET | ALLENHURST | NJ | 07711 | CHAIRMAN | 000.00 | $0 | $0 | $0 |
| NICOLE A COLANTONI | ||||||||
| 201 MAIN STREET | ALLENHURST | NJ | 07711 | TRUST | 000.00 | $10,000 | $0 | $0 |
| JOHN C CONOVER III | ||||||||
| 634 SUSAN LANE | BRIELLE | NJ | 08730 | TRUSTEE | 000.00 | $10,000 | $0 | $0 |
| JULES L PLANGERE III | ||||||||
| 2531 RIVER ROAD | MANASQUAN | NJ | 08736 | TRUSTEE | 000.00 | $10,000 | $0 | $0 |
| ERNEST DONALD LASS | ||||||||
| 201 MAIN STREET | ALLENHURST | NJ | 07711 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DONNA L HESSION | ||||||||
| 21 MANN CT | MONMOUTH BEACH | NJ | 07750 | TRUSTEE/SECR | 000.00 | $0 | $0 | $0 |
| AMY CONOVER | ||||||||
| 634 SUSAN LANE | BRIELLE | NJ | 08730 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,550,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $700,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,250,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,250,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,201,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,919 | TotalTaxAmt |
| Distributable Before Adj | $112,144 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $112,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $112,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,955,713 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,955,713 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,144 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,672,452 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,425,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $892,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,301,323 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,621,585 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,913,552 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,955,713 | QualifyingDistributionsAmt |
| Applied To Current Year | $112,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,843,569 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,757,121 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,672,452 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,084,669 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,425,848 | ExcessFromYear4Amt |
| Excess From Year3 | $892,344 | ExcessFromYear3Amt |
| Excess From Year2 | $1,301,323 | ExcessFromYear2Amt |
| Excess From Year1 | $1,621,585 | ExcessFromYear1Amt |
| Excess From Current Year | $2,843,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULES PLANGERE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 180 TURNING LIVES AROUND | ||||||||
| 1 BETHANY ROAD STE 42 | BLDG 3 | HAZLET | NJ | 07730 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 |
| AMERICAN CANCER SOCIETY | ||||||||
| 2310 ROUTE 34 STE 1D | MANASQUAN | NJ | 08736 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 209 FARFIELD ROAD | FARFIELD | NJ | 07704 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| APHS DIST ALUMNI HALL OF FAME | ||||||||
| 401 PORT AU PECK AVENUE | OCEANPORT | NJ | 07757 | N/A | PC | UNRESTRICTED GEMERAL SUPPORT | $10,000 | |
| ASBURY PARK ARTS COUNCIL | ||||||||
| PO BOX 416 | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| ASBURY PARK HISTORICAL SOCIETY | ||||||||
| 508 FOURTH AVENUE | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| ASBURY PARK LITTLE LEAGUE | ||||||||
| PO BOX 702 | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| ASBURY PARK MUSIC FOUNDATION | ||||||||
| PO BOX 1396 | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $125,000 | |
| ASBURY PARK TENNIS INITIATIVES | ||||||||
| PO BOX 531 | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRCITED GENERAL SUPPORT | $5,000 | |
| ASBURY PARK THEATER COMPANY | ||||||||
| PO BOX 1086 | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS OF MC | ||||||||
| 305 BOND STREET | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $50,000 | |
| BOYS & GIRLS CLUB OF MONMOUTH CO | ||||||||
| 1201 MONROE AVENUE | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $789,800 | |
| COLLIER YOUTH SERVICES | ||||||||
| 160 CONOVER ROAD | PO BOX 300 | WICKATUNK | NJ | 07765 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 |
| COMMUNITY YMCA | ||||||||
| 170 PATTERSON AVENUE | SHREWSBURY | NJ | 07702 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| CYPRESS MISSIONS | ||||||||
| 416 PHILADELPHIA AVENUE | POINT PLEASANT BEACH | NJ | 08742 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| FAMILY & CHILDREN SERVICES | ||||||||
| 191 BATH AVENUE | LONG BRANCH | NJ | 07740 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| FAMILY RESOURCE ASSOCIATES | ||||||||
| 210 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07704 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $141,900 | |
| GARDEN STATE FILM FESTIVAL | ||||||||
| 711 BOSTON BOULEVARD | SEA GIRT | NJ | 08750 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| GIRL SCOUTS OF MO COUNTIES | ||||||||
| 1405 OLD FREEHOLD ROAD | TOMS RIVER | NJ | 08753 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 1105 MEMORIAL DRIVE | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| INTERFAITH NEIGHBORS | ||||||||
| 810 FOURTH AVENUE | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $61,000 | |
| JDRF NJ METRO & ROCKLAND COUNTY | ||||||||
| 371 HOES LANE STE 306 | PISCATAWAY | NJ | 08854 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| JERSEY SHORE JAZZ & BLUES FOU | ||||||||
| 215 WINDING WAY SOUTH | LITTLE SILVER | NJ | 07739 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $7,500 | |
| JERSEY SHORE RESCUE MISSION | ||||||||
| PO BOX 1289 | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| JERSEY SHORE UNIV MED CTR FOUND | ||||||||
| 343 THORNALL AVENUE | 7TH FLOOR | EDISON | NJ | 08837 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $375,000 |
| KONSCIOUS COMMUNITY WELLNESS CENTER | ||||||||
| 631 LAKE AVENUE | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| LADACIN NETWORK | ||||||||
| 1703 KNEELEY BOULEVARD | WANAMASSA | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $50,000 | |
| LOVE INC | ||||||||
| PO BOX 4096 | EATONTOWN | NJ | 07740 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| MARY'S PLACE BY THE SEA | ||||||||
| 15 BROADWAY | OCEAN GROVE | NJ | 07756 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $50,000 | |
| MEMORIAL SLOAN KETTERING CANCER CTR | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $50,000 | |
| MONMOUTH MEDICAL CENTER FOUNDATION | ||||||||
| 300 SECOND AVENUE | LONG BRANCH | NJ | 07740 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $265,000 | |
| MONMOUTH UNIVERSITY | ||||||||
| 400 CEDAR AVENUE | WEST LONG BRANCH | NJ | 07764 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $100,000 | |
| NJ PRESS FOUNDATION | ||||||||
| PO BOX 358 | TITUSVILLE | NJ | 08560 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| OCEAN HOUSING ALLIANCE | ||||||||
| 605 BAY AVENUE | POINT PLEASANT BEACH | NJ | 08742 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| PARKER FAMILY HEALTH CENTER | ||||||||
| 211 SHREWSBURY AVENUE | RED BANK | NJ | 07701 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $50,000 | |
| RALLY CAP SPORTS | ||||||||
| PO BOX 81 | SEA GIRT | NJ | 08750 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 145 SOMERSET STREET | NEW BRUNSWICK | NJ | 08901 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| SALVATION ARMY | ||||||||
| 605 ASBURY AVENUE | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| SISTERS ACADEMYMERCY CENTER | ||||||||
| 1106 MAIN STREET | ASBURY PARK | NJ | 07712 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $100,000 | |
| VNA HEALTH GROUP | ||||||||
| 3600 ROUTE 66 | FLOOR 4 | NEPTUNE | NJ | 07753 | N/A | PC | UNRESTRICTED GENERAL SUPPORT | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,915,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,976 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $593,171 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,871,391 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $267 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,549,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,549,805 | 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 |
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 | JULES L PLANGERE III FDN TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $232,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND | BondNm |
| EOY Book Value | $983,694 | EOYBookValueAmt |
| EOYFMV | $949,874 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $12,186,933 | EOYBookValueAmt |
| EOYFMV | $12,377,225 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,500,649 | BookValueAmt |
| EOYFMV | $9,695,382 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $400 | $400 |
| LICENSE AND FEES | $12,022 | $12,022 |
| ADMINISTRATIVE FEES | $30,000 | $30,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $267 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $267 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $16,915 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $98,158 | Amt |
| Net Investment Income | $58,895 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,263 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULES L PLANGERE III FDN TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $799 | Amt |
| Net Investment Income | $799 | NetInvestmentIncomeAmt |
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