WINTRODE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINTRODE FAMILY FOUNDATION INC (EIN 20-0327062)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202443119349100414
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T07:55:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | ONE TOWER CENTER BLVD 14TH FL | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200327062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTRODE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID WINTRODE | InCareOfNm |
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 7325723900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 ROUTE 72 E | AddressLine1Txt |
| City | MANAHAWKIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WINTRODE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6095978083 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P02205799 | PTIN |
| Phone | 7328281614 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,000,008 | 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 | $791,536 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$392,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $692,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $651,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $44,713 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,707 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,006 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,703 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,090 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,096 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $461,741 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $461,741 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $517,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,837 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,855 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $319,526 | CashBOYAmt |
| Cash EOY | $495,763 | CashEOYAmt |
| Cash EOYFMV | $495,763 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,517,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,103,026 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,703,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,610,738 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,991,128 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,566,397 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $272,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $275,345 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,951 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,720,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,865,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,000,008 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,805 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,230 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,230 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,167,974 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,167,974 | CapitalStockEOYAmt |
| Retained Earning BOY | $9,551,085 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,695,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,719,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,863,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,720,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,865,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,719,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,245 | OtherIncreasesAmt |
| Subtotal | $10,863,032 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,863,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GGHC ACCT 203092 | P | 2023-01-01 | 2023-12-31 | $56,768 | $52,808 | $3,960 | $3,960 |
| GGHC ACCT 203092 | D | 2022-01-01 | 2023-12-31 | $84,765 | $97,153 | -$12,388 | -$12,388 |
| GGHC ACCT 203092 | P | 2022-01-01 | 2023-12-31 | $202,626 | $256,342 | -$53,716 | -$53,716 |
| UBS ACCT 17326 | P | 2023-01-01 | 2023-12-31 | $1,794 | $2,464 | -$670 | -$670 |
| UBS ACCT 17326 | P | 2022-01-01 | 2023-12-31 | $28,145 | $21,368 | $6,777 | $6,777 |
| UBS ACCT 14357 | P | 2022-01-01 | 2023-12-31 | $168,450 | $195,000 | -$26,550 | -$26,550 |
| UBS ACCT 17325 | P | 2023-01-01 | 2023-12-31 | $150,000 | $150,000 | ||
| UBS ACCT 17325 | P | 2022-01-01 | 2023-12-31 | $39 | $90 | -$51 | -$51 |
| CAPITAL GAIN DIVIDENDS | P | $16,136 | |||||
| CAPITAL GAIN DIVIDENDS | P | $16,136 | |||||
| CAPITAL GAIN DIVIDENDS | P | $16,136 | |||||
| CAPITAL GAIN DIVIDENDS | P | $16,136 | |||||
| CAPITAL GAIN DIVIDENDS | P | $16,136 | |||||
| CAPITAL GAIN DIVIDENDS | P | $16,136 | |||||
| CAPITAL GAIN DIVIDENDS | P | $16,136 | |||||
| CAPITAL GAIN DIVIDENDS | P | $16,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$66,502 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,292 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,292 | SubtotalAmt |
| Tax Based On Investment Income | $3,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,647 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,647 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,355 | OverpaymentAmt |
| Applied To ES Tax | $2,355 | AppliedToESTaxAmt |
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 |
| 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 | DAVID WINTRODE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6095978083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 ROUTE 72 E | AddressLine1Txt |
| City | manahawkin | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08050 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID WINTRODE | ||||||||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 | President | 0 | $0 | $0 | $0 |
| LISA WINTRODE | ||||||||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 | Secretary | 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 | $11,931,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $674,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,606,103 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,606,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,417,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $620,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $620,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,292 | TotalTaxAmt |
| Distributable Before Adj | $617,559 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $617,559 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $617,559 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,837 | 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 | $501,837 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $617,559 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $158,113 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,640,869 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,798,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,837 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $501,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $115,722 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $115,722 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,683,260 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,683,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,391 | ExcessFromYear4Amt |
| Excess From Year2 | $1,640,869 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID WINTRODE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 21 Plus Foundation | |||||||
| 1900 Route 70 Ste 12 | Manchester | NJ | 08759 | N/A | PC | General fund | $2,000 |
| A NEED WE FEED INC | |||||||
| PO BOX 461 | ISLAND HEIGHTS | NJ | 08732 | N/A | PC | General fund | $1,700 |
| ALM Memorial Foundation | |||||||
| 560 Cross Street | Lakewood | NJ | 08701 | N/A | PC | General fund | $275 |
| AMERICA'S KESWICK | |||||||
| 601 ROUTE 530 | WHITING | NJ | 08759 | N/A | PC | General fund | $3,500 |
| Arizona State University | |||||||
| 1151 S Forest Ave | Tempe | AZ | 85281 | N/A | PC | Scholarship | $250 |
| Beach Haven Volunteer Fire | |||||||
| 100 S Bay Ave | Beach haven | NJ | 08008 | N/A | PC | General Fund | $110 |
| Belmont University | |||||||
| 1900 Belmont Blvd | Nashville | TN | 37212 | N/A | PC | Scholarship | $250 |
| Blue Knights Chapter II | |||||||
| 42 Capstan Rd | Waretown | NJ | 08758 | N/A | PC | General fund | $300 |
| Boy Scouts of America Jersey Shore Council | |||||||
| 1518 Ridgeway Rd | TOMS RIVER | NJ | 08755 | n/a | PC | General fund | $2,000 |
| Caregivers Volunteer of Central NJ | |||||||
| 253 Chestnut Street | TOMS RIVER | NJ | 08753 | n/a | pc | General fund | $3,000 |
| CASA of Ocean County | |||||||
| 34-38 Main St Suite b | TOMS RIVER | NJ | 08753 | N/A | pc | General fund | $1,200 |
| Catholic Charities | |||||||
| 383 West State st | Toms River | NJ | 08607 | N/A | pc | general fund | $500 |
| CHOP Foundation | |||||||
| PO Box 781352 | Philadelphia | PA | 19178 | N/a | pc | General Fund | $1,000 |
| Clemson University | |||||||
| 105 Sikes Hall | Clemson | SC | 29634 | N/A | PC | Scholarship | $250 |
| Community foundation of NJ | |||||||
| 35 Know Hill Rd | Morristown | NJ | 07960 | N/A | PC | Ocean County home project repair | $135,100 |
| COMMUNITY MEDICAL CENTER FOUNDATION | |||||||
| 99 HIGHWAY 37 WEST | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $54,000 |
| Contact of Ocean & Monmouth Counties | |||||||
| PO Box 1121 | TOMS RIVER | NJ | 08754 | N/A | PC | General fund | $1,750 |
| Cpl William Smith Set #667 | |||||||
| PO Box 703 | Forked River | NJ | 08731 | n/a | PC | General fund | $100 |
| Delaware State University | |||||||
| 1200 N Dupont Hwy | Dover | DE | 19901 | N/a | pc | Scholarship | $250 |
| Donovan Catholic HS | |||||||
| 711 Hooper Ave | Tomas River | NJ | 08753 | N/A | PC | General fund | $1,200 |
| Extended arms | |||||||
| 31 Lexington Ave | TOMS RIVER | NJ | 08753 | N/a | pc | General fund | $500 |
| Family Promise of the Jersey Shore | |||||||
| Po Box 83 | West Creek | NJ | 08092 | N/a | PC | general fund | $36,600 |
| FAMILY PROMISE OF SOUTHERN OCEAN COUNTY | |||||||
| PO Box 83 | WEST CREEK | NJ | 08092 | N/A | pc | General fund | $950 |
| FCCF Comedy Night | |||||||
| 40 Rodeo Dr | West Creek | NJ | 08092 | n/a | PC | General fund | $1,850 |
| Florida Gulf Coast University | |||||||
| 10501 FGCU Blvd | Fort Meyers | FL | 33965 | N/A | pc | Scholarship | $500 |
| FULFILL FOOD BANK OF MONMOUTH & OCEAN COUNTY | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | N/A | PC | General fund | $15,000 |
| Georgetown University | |||||||
| 3700 O st NW | Washington | DC | 20057 | N/A | PC | Scholarship | $250 |
| GIRL SCOUT JERSEY SHORE | |||||||
| 1405 OLD FREEHOLD RD | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $3,250 |
| GREENBRIAR OCEANAIRE CAR CLUB | |||||||
| 1 HERITAGE CIR | WARETOWN | NJ | 08758 | N/A | PC | GENERAL FUND | $500 |
| Greenbriar Oceanaire Men's club | |||||||
| 1 Heritgage Circle | Waretown | NJ | 08758 | N/A | PC | General fund | $250 |
| Greenbriar Oceanaire Woman's club | |||||||
| 1 Heritgage Circle | Waretown | NJ | 08758 | N/A | pc | General fund | $650 |
| Holiday Express | |||||||
| 151 Industrial Way East Building S | Eatontown | NJ | 07724 | n/a | pc | General fund | $1,000 |
| Hood College | |||||||
| 401 Rosemont Ave | Fredrick | MD | 21701 | N/A | pc | Scholarship | $500 |
| HOPE SHEDS LIGHT | |||||||
| 253 CHestnut st | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $2,250 |
| House of Hope | |||||||
| 253 Chestnut St | TOMS RIVER | NJ | 08753 | n/A | PC | GENERAL FUND | $2,000 |
| INTERFAITH HEALTH & SUPPORT SERVICES | |||||||
| 1140 RT 72 WEST | MANAHAWKIN | NJ | 08050 | N/A | pc | General fund | $1,000 |
| James Madison University | |||||||
| 800 s MAIN St | Harrisonburg | VA | 22807 | N/a | PC | Scholarship | $500 |
| Keiser University | |||||||
| 1500 NW 49th st | Fort Lauderdale | FL | 33309 | N/a | PC | Scholarship | $250 |
| Kings College | |||||||
| 133 N River St | WilkesBarre | PA | 18711 | N/a | PC | Scholarship | $250 |
| Lacey Twp Municipal Alliance | |||||||
| PO Box 641 | Forked River | NJ | 08731 | N/A | pc | General fund | $1,000 |
| Little egg Harbor School District | |||||||
| 950 Route 539 | Little Egg Harbor | NJ | 08087 | N/A | PC | General fund | $6,678 |
| LONG BEACH ISLAND ROTARY Foundation | |||||||
| PO Box 500 | Ship Bottom | NJ | 08008 | N/A | PC | General fund | $4,000 |
| MEALS ON WHEELS | |||||||
| Po Box 610 | Manahawkin | NJ | 08050 | N/A | PC | General fund | $1,000 |
| Mercy Center | |||||||
| 1106 Main St | Asbury Park | NJ | 07712 | N/A | PC | General fund | $9,000 |
| Mill Pond Elementary School | |||||||
| 210 Western Blvd | Lanoka Harbor | NJ | 08734 | N/a | PC | General fund | $5,000 |
| Montclair university | |||||||
| 1 Normal Ave | Montclair | NJ | 07043 | n/a | pc | Scholarship | $250 |
| NATIONAL MS SOCIETY | |||||||
| 122 Sunrise Blvd | Forked River | NJ | 08731 | N/A | pc | GENERAL FUND | $100 |
| Norwich University | |||||||
| 158 Harmon Dr | Northfield | VT | 05663 | N/a | PC | Scholarship | $250 |
| OCEAN CARES FOUDNATION | |||||||
| 218 Main Street | Toms River | NJ | 08753 | N/A | PC | GENERAL FUND | $1,200 |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| COLLEGE DRIVE | TOMS RIVER | NJ | 08754 | N/A | PC | General fund | $9,000 |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| COLLEGE DRIVE | TOMS RIVER | NJ | 08754 | N/A | PC | Scholarship | $14,750 |
| Ocean County Columbus Day Parade | |||||||
| PO Box 1492 | Seaside Heights | NJ | 08751 | n/a | PC | General fund | $200 |
| Ocean County Foundation | |||||||
| 137 Bey Lea Rd | TOMS RIVER | NJ | 08753 | N/A | pc | General fund | $5,500 |
| Ocean County FSOS | |||||||
| PO Box 1017 | Manahawkin | NJ | 08050 | N/a | PC | General fund | $500 |
| Ocean County Historical Society | |||||||
| 26 Hadley Ave | TOMS RIVER | NJ | 08755 | N/a | PC | General Fund | $1,000 |
| OCEAN COUNTY LIBRARY FOUNDATION | |||||||
| 101 WASHINGTON ST | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $1,000 |
| Ocean County Mayors Assoc | |||||||
| PO Box 896 | Island Heights | NJ | 08732 | n/a | PC | General fund | $300 |
| Ocean County Vocational Technical School | |||||||
| 137 Bey Lea Rd | TOMS RIVER | NJ | 08753 | N/A | pc | Scholarship | $500 |
| OCEAN COUNTY YMCA | |||||||
| 1088 WHITTY RD | TOMS RIVER | NJ | 08755 | N/A | PC | General fund | $17,000 |
| OCEANS HARBOR HOUSE | |||||||
| 808 CONIFER ST | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $1,000 |
| Omicron Chapter The Delta Kappa Gamma Society Int' | |||||||
| 5 Murray Grove Lane | Lanoka Harbor | NJ | 08734 | N/A | PC | General fund | $500 |
| OPEN ARMS INC | |||||||
| PO BOX 4531 | TOMS RIVER | NJ | 08754 | N/A | PC | General fund | $586 |
| OPERATION WARM | |||||||
| Po Box 822431 | Philadelphia | PA | 19182 | N/A | PC | General fund | $6,250 |
| PBA Local 253 | |||||||
| PO Box 253 | Beachwood | NJ | 08722 | N/A | PC | genera; fund | $250 |
| PREFERRED BEHAVIORAL HEALTH Foundation | |||||||
| PO Box 2036 | Lakewood | NJ | 08701 | N/A | pc | General fund | $1,000 |
| Preserve Amherst Lake | |||||||
| PO Box 412 | Ludlow | VT | 05149 | N/a | PC | General fund | $1,000 |
| Rider University | |||||||
| 2083 Lawrenceville Rd | Lawrenceville | NJ | 08648 | N/A | pc | Scholarship | $250 |
| ROSCOMMON COUNTY COMMUNITY FOUNDATION | |||||||
| PO Box 824 | ROSCOMMON | MI | 48653 | N/A | PC | General fund | $1,000 |
| Rams Wrestling Booster | |||||||
| 213 Parker St | MANAHAWKIN | NJ | 08050 | N/a | PC | General fund | $125 |
| Rowan University | |||||||
| 201 Mullica Hill Rd | Glassboro | NJ | 08028 | N/A | pc | Scholarship | $500 |
| Rutgers University | |||||||
| 335 George St | New Brunswick | NJ | 08901 | N/A | PC | Scholarship | $500 |
| Sentimental Cruisers of Ocean County | |||||||
| PO Box 1083 | Forked River | NJ | 08731 | N/A | PC | general fund | $500 |
| Seton Hall university | |||||||
| 400 S Orange Ave | South Orange | NJ | 07079 | N/A | PC | Scholarship | $250 |
| Soroptimist International of Toms River | |||||||
| PO Box 4824 | TOMS RIVER | NJ | 08754 | N/a | PC | General fund | $500 |
| Southern Youth Football and Cheer | |||||||
| PO Box 133 | MANAHAWKIN | NJ | 08050 | n/a | pc | General fund | $501 |
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION | |||||||
| 1140 ROUTE 72 W | MANAHAWKIN | NJ | 08050 | n/a | pc | General fund | $51,000 |
| SOUTHERN REGIONAL Educational Foundation | |||||||
| 75 CEDAR BRIDGE RD | MANAHAWKIN | NJ | 08050 | N/A | PC | General fund | $1,000 |
| SOUTHERN REGIONAL High School | |||||||
| 600 North Main Street | MANAHAWKIN | NJ | 08050 | N/A | PC | General fund | $1,250 |
| ST FRANCIS COMMUNITY CENTER | |||||||
| 4700 LONG BEACH BLVD | LONG BEACH | NJ | 08008 | N/A | PC | General fund | $1,000 |
| ST MARY'S CHURCH | |||||||
| 747 WEST BAY AVE | BARNEGAT | NJ | 08005 | N/A | PC | General fund | $100 |
| Stafford Girls's Softball assoc | |||||||
| PO Box 624 | Manahawkin | NJ | 08050 | N/A | PC | General fund | $250 |
| Starve Poverty International | |||||||
| 6 Norwick Dr | Forked River | NJ | 08731 | n/a | pc | general fund | $16,226 |
| Stevens Institute of Technology | |||||||
| 1 Castle Point Terrace | Hoboken | NJ | 07030 | N/A | PC | Scholarship | $250 |
| Stevenson University | |||||||
| 100 Campus Circle | Owings Mills | MD | 21117 | N/a | pc | Scholarship | $250 |
| Stockton University | |||||||
| 101 Vera King Farris Dr | GALLOWAY | NJ | 08205 | N/A | PC | Scholarship | $4,500 |
| Sunlight Theatre | |||||||
| Po Box 1155 | Beach haven | NJ | 08008 | n/a | pc | General fund | $1,000 |
| TCNJ | |||||||
| 2000 Pennington Rd | Ewing Township | NJ | 08618 | N/A | PC | Scholarship | $250 |
| Temple University | |||||||
| 1801 N Broad St | Philadelphia | PA | 19122 | n/a | PC | Scholarship | $250 |
| The Arc Pocena County Chapter | |||||||
| 815 CEDAR BRIDGE AVE | LAKEWOOD | NJ | 08701 | N/a | PC | General fund | $900 |
| The Ashley Lauren Foundation | |||||||
| 617 Union Ave Bldg 3 Suite 27 | Brielle | NJ | 08730 | N/A | PC | GENERAL FUND | $500 |
| The Open Door of NJ | |||||||
| 1658 Lakewood Rd | Toms River | NJ | 08755 | n/A | PC | GENERAL FUND | $1,000 |
| The Salvation Army | |||||||
| PO Box 3124 | Union | NJ | 07083 | N/a | PC | General fund | $500 |
| Toy Run Foundation | |||||||
| 1105 Treasurer Ave | MANAHAWKIN | NJ | 08050 | N/A | PC | General fund | $400 |
| University of Delaware | |||||||
| 210 South College Ave | Newark | DE | 19716 | N/A | PC | Scholarship | $750 |
| University of Pittsburg | |||||||
| 4200 Fifth Ave | Pittsburg | PA | 15260 | n/a | pc | Scholarship | $250 |
| University of Rhode Island | |||||||
| 45 Upper College Rd | Kingston | RI | 02881 | N/a | PC | Scholarship | $250 |
| University of Scranton | |||||||
| 800 Linden St | Scranton | PA | 18510 | N/a | PC | Scholarship | $250 |
| Vincent DePaul Society | |||||||
| 975 Fischer Blvd | TOMS RIVER | NJ | 08753 | N/a | PC | general fund | $7,140 |
| Vintage Automobile museum | |||||||
| 1800 bay Ave | Point Pleasant | NJ | 08742 | N/a | PC | General fund | $500 |
| West Point | |||||||
| 606 Thayer Rd | West Point | NY | 10996 | n/a | pc | Scholarship | $1,000 |
| West Virginia University | |||||||
| PO Box 6201 | Morgantown | WV | 26506 | N/a | PC | Scholarship | $250 |
| Your grandmother's pantry | |||||||
| 173 NJ-37 | TOMS RIVER | NJ | 08755 | n/a | PC | General fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $461,741 | 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 | $64,314 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,111 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$392,516 | 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 | -$140,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$140,091 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| david wintrode | |||||||
| 1 | 375 route 72E | manahakin | NJ | 08050 | $647,536 | Yes (X) | Yes (X) |
| LTD REALTY INVESTMENT VI LP | |||||||
| 2 | 375 ROUTE 72E | MANAHAWKIN | NJ | 08050 | $24,000 | Yes (X) | |
| CAUSEWAY FORD | |||||||
| 3 | 375 ROUTE 72E | MANAHAKIN | NJ | 08050 | $60,000 | Yes (X) | |
| CAUSEWAY HONDA | |||||||
| 4 | 375 ROUTE 72E | MANAHAWKIN | NJ | 08050 | $36,000 | Yes (X) | |
| Causeway Nissan | |||||||
| 5 | 375 Route 72E | Manahakin | NJ | 08050 | $12,000 | Yes (X) | |
| Causeway Hyundai | |||||||
| 6 | 375 Route 72E | Manahawkin | NJ | 08050 | $12,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | US Treasury Bill due 9/28/23 FM SU 17320 7100 | NoncashPropertyDesc |
| Fair Market Value | $222,536 | FairMarketValueAmt |
| Received | 2023-07-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $44,713 | Amt |
| Net Investment Income | $6,707 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,006 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT IN BONDS | BondNm |
| EOY Book Value | $2,991,128 | EOYBookValueAmt |
| EOYFMV | $2,566,397 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS CORPORATE STOCK | StockNm |
| EOY Book Value | $7,103,026 | EOYBookValueAmt |
| EOYFMV | $10,703,897 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $275,345 | BookValueAmt |
| EOYFMV | $233,951 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $4,160 | $4,160 | |
| OTHER EXPENSES | $2,090 | $2,090 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD GRANT CHECKS VOIDED | $2,850 |
| BOOK/1099 DIFFERENCE | $7,395 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIES | Desc |
| BOY Book Value | $1,805 | BOYBookValueAmt |
| EOY Book Value | $2,230 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $4,703 | $4,703 |
| EXCISE TAX | $310 |