WINTRODE FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WINTRODE FAMILY FOUNDATION INC (EIN 20-0327062)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349106651
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:18:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WINTRODE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Ro | PreparerPersonNm |
| PTIN | P02205799 | PTIN |
| Phone | 7328281614 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,753,681 | 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 | $556,061 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47,161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$306,463 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $486,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,204 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $489,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $30,387 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,387 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,153 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,442 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $297 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,684 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,638 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $447,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $434,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $589,342 | CashBOYAmt |
| Cash EOY | $319,526 | CashEOYAmt |
| Cash EOYFMV | $319,526 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,985,306 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,517,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,068,449 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,099,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,610,738 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,157,161 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $208,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,673,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,720,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,753,681 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,805 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,805 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,805 | 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 | $9,504,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,551,085 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,672,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,719,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,673,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,720,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,672,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,400 | OtherIncreasesAmt |
| Subtotal | $10,719,059 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,719,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ACCT 1608 | P | 2022-01-01 | 2022-12-31 | $277 | $189 | $88 | $88 |
| WELLS FARGO ACCT 1608 | P | 2021-01-01 | 2022-12-31 | $15,376 | $10,252 | $5,124 | $5,124 |
| UBS ACCT 17326 | P | $12,021 | $11,639 | $382 | $382 | ||
| UBS ACCT 14357 | P | $45,000 | $45,000 | ||||
| WELLS FARGO ACCT 0880 | P | $205 | $187 | $18 | $18 | ||
| WELLS FARGO ACCT 0880 | P | $161 | $138 | $23 | $23 | ||
| WELLS FARGO ACCT 0880 | P | $17 | $3 | $14 | $14 | ||
| UBS ACCT 17325 | D | $30,780 | $28,877 | $1,903 | $1,903 | ||
| UBS ACCT 17325 | P | $83,000 | $75,233 | $7,767 | $7,767 | ||
| GGH ACCT | P | $83,209 | $157,263 | -$74,054 | -$74,054 | ||
| GGH ACCT | P | $95,520 | $199,783 | -$104,263 | -$104,263 | ||
| GGH ACCT | D | $121,358 | $75,172 | $46,186 | $46,186 | ||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 | |||||
| CAPITAL GAIN DIVIDENDS | P | $18,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$98,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,236 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,236 | SubtotalAmt |
| Tax Based On Investment Income | $3,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,883 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,883 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,647 | OverpaymentAmt |
| Applied To ES Tax | $5,647 | 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 | $11,899,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,185,966 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,185,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,003,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,236 | TotalTaxAmt |
| Distributable Before Adj | $596,923 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $596,923 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $596,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $434,322 | 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 | $434,322 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $596,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $101,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,043 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,558 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,640,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,961,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $434,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $434,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $162,601 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $162,601 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,798,982 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,798,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $158,113 | ExcessFromYear3Amt |
| Excess From Year1 | $1,640,869 | ExcessFromYear1Amt |
| 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 (116 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 | $1,000 |
| A NEED WE FEED INC | |||||||
| PO BOX 461 | ISLAND HEIGHTS | NJ | 08732 | N/A | PC | General fund | $2,000 |
| ACIS | |||||||
| 735 Medow Dr | Mount Pleasant | NJ | 08742 | N/A | PC | General fund | $500 |
| Allegiance Law Enforcement | |||||||
| 8 Flintlock Dr | Barnegat | NJ | 08005 | N/A | PC | General fund | $1,000 |
| American Music Abroad | |||||||
| 1072 Fathom Ave | Manahawkin | NJ | 08050 | N/A | PC | General fund | $500 |
| AMERICA'S KESWICK | |||||||
| 601 ROUTE 530 | WHITING | NJ | 08759 | N/A | PC | General fund | $1,000 |
| Barnegat Elementary School | |||||||
| 200 Bengal Blvd | Barnegat | NJ | 08005 | N/A | PC | General fund | $500 |
| Beach Haven Lodge | |||||||
| 120 NJ-72 | Manahawkin | NJ | 08050 | N/A | PC | General fund | $825 |
| Belmont Abbey College | |||||||
| 100 Belmont Mt Holly Rd | Belmont | NC | 28012 | N/A | PC | Scholarship | $250 |
| Blue Knights Chapter II | |||||||
| 42 Capstan Rd | Waretown | NJ | 08758 | N/A | PC | General fund | $350 |
| Boy Scouts of America Jersey Shore Counsil | |||||||
| 1518 Ridgeway Rd | TOMS RIVER | NJ | 08755 | n/a | pc | Genral fund | $3,000 |
| Brick Childrens Community Theatre | |||||||
| 270 Chambers Brg Rd | Brick Township | NJ | 08723 | N/A | PC | General fund | $2,300 |
| Brookdale Community College Foundation | |||||||
| 765 Newman Springs RD | Lincroft | NJ | 07738 | N/A | PC | Scholarship | $1,000 |
| Burlington County College | |||||||
| 90 College Circle | Mount Laurel | NJ | 08054 | N/A | PC | Scholarship | $250 |
| Central Ocean Rotary Club | |||||||
| PO Box 63 | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $1,000 |
| Central Regional Boys Basketball | |||||||
| 509 Forest Hills Pkwy | Bayville | NJ | 08721 | N/A | PC | General fund | $900 |
| Cinncinatti Eye Institute | |||||||
| 1 Provider 1945 Cei Dr | Blue Ash | OH | 45242 | N/A | PC | General fund | $500 |
| College of New Jersey | |||||||
| 2000 Pennington Rd | Ewing Township | NJ | 08618 | n/a | pc | Scholarship | $750 |
| COMM MEDICAL CENTER FOUNDATION | |||||||
| 99 HIGHWAY 37 WEST | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $55,000 |
| Contact of Ocean & Monmouth Counties | |||||||
| PO Box 1121 | TOMS RIVER | NJ | 08754 | N/A | PC | General fund | $150 |
| Courage From Kyle Foundation | |||||||
| PO Box 130 | BARNEGAT | NJ | 08005 | n/a | pc | General fund | $250 |
| Cpl William Smith Set #667 | |||||||
| PO Box 703 | Forked River | NJ | 08731 | n/a | pc | General fund | $100 |
| Dance Expressions Dance Co | |||||||
| 849 W Bay Ave | Barnegat | NJ | 08005 | N/A | General fund | $100 | |
| Delaware Valley University | |||||||
| 700 E Butler Ave | Doylestown | PA | 18901 | N/A | PC | Scholarship | $500 |
| Dine on Us | |||||||
| 207 Harbor Inn Rd | Bayville | NJ | 08721 | N/A | PC | GENERAL FUND | $750 |
| Donnovan Catholic HS | |||||||
| 711 Hooper Ave | Tomas River | NJ | 08753 | N/A | pc | General fund | $500 |
| FAMILY PROMISE OF SOUTHERN OCEAN COUNTY | |||||||
| 1001 S MAIN ST | WEST CREEK | NJ | 08092 | N/A | PC | General fund | $33,335 |
| FCCF Comedy Night | |||||||
| 40 Rodeo Dr | West Creek | NJ | 08092 | n/a | pc | General fund | $850 |
| Field Of Dreams | |||||||
| 37 Harpers Ferry Rd | TOMS RIVER | NJ | 08753 | n/a | pc | General fund | $10,000 |
| FIGHTING CHILDREN'S CANCER FOUNDATION | |||||||
| 55 LANE RD 300 | FARIFIELD | NJ | 07004 | N/A | PC | GENERAL FUND | $1,545 |
| FRIEND OF MOTHER SETON ACADEMY | |||||||
| 2215 GREENMONT AVE | BALTIOMRE | MD | 21218 | N/A | PC | GENERAL FUND | $2,500 |
| FSOS | |||||||
| 609 East Bay Ave | MANAHAWKIN | NJ | 08050 | n/a | pc | General fund | $1,000 |
| FULFILL FOOD BANK OF MANMOUTH & OCEAN COUNTY | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | N/A | PC | General fund | $34,731 |
| George Mason Univserity | |||||||
| 4400 University Dr | Fairfax | VA | 22030 | N/A | PC | Scholarship | $250 |
| 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 | $10,889 |
| GREENBRIAR OCEANAIRE CAR CLUB | |||||||
| 1 HERITAGE CIR | WARETOWN | NJ | 08758 | N/A | PC | GENERAL FUND | $500 |
| Greenbriar Oceanaire Woman's club | |||||||
| 1 Heritgage Circle | Waretown | NJ | 08758 | N/A | pc | General fund | $400 |
| Highpoint University | |||||||
| 1 N Univeristy Pkwy | High Point | NJ | 27268 | N/A | PC | Scholarship | $250 |
| Holiday Express | |||||||
| 151 Industrial Way East Building S | Eatontown | NJ | 07724 | n/a | pc | General fund | $1,000 |
| HOPE SHEDS LIGHT | |||||||
| 247 Main Street | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $2,000 |
| House of Hope | |||||||
| 253 Chestnut St | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $5,952 |
| HUMANITY PRESERVATION FOUNDATION | |||||||
| 12 DALTON PLACE | SICKLERSVILLE | NJ | 08081 | N/A | PC | GENERAL FUND | $1,000 |
| INTERFAITH HEALTH & SUPPORT SERVICES | |||||||
| 1140 RT 72 WEST | MANAHAWKIN | NJ | 08050 | N/A | PC | General fund | $2,500 |
| INTERFAITH HOSPITALITY NETWORK OF OCEAN COUNTY | |||||||
| 407 LEXINGTON AVE | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $1,000 |
| Kean University | |||||||
| 1000 Morris Ave | Union | NJ | 07083 | N/a | pc | Scholarship | $500 |
| Kiwania Daybreaak | |||||||
| PO Box 1350 | TOMS RIVER | NJ | 08754 | N/A | PC | General fund | $1,000 |
| LACEY GIRLS VOLLEYBALL | |||||||
| 73 HAINES ST | LACEY TOWNSHIP | NJ | 08734 | N/A | PC | General fund | $500 |
| Lacey Twp Munisipal Alliance | |||||||
| 818 W Lacey Rd | Forked River | NJ | 08731 | N/A | PC | General fund | $500 |
| LaSalle University | |||||||
| 1900 W Olney Ave | Philadelphia | PA | 19141 | N/A | PC | Scholarship | $250 |
| Little egg Harbor School District | |||||||
| 307 FROG POND RD | Little Egg | NJ | 08087 | N/A | PC | General fund | $6,428 |
| LONG BEACH ISLAND ROTARY | |||||||
| PO Box 500 | Ship Bottom | NJ | 08008 | N/A | PC | General fund | $4,500 |
| MEALS ON WHEELS | |||||||
| 179 S MAIN ST | STAFFORD TOWNSHIP | NJ | 08050 | N/A | PC | General fund | $11,000 |
| Mercy Center | |||||||
| 1106 Main St | Asbury Park | NJ | 07712 | N/A | PC | General fund | $3,000 |
| Middelbury College | |||||||
| 14 Old Chapel Rd | Middlebury | VT | 05753 | N/A | PC | Scholarship | $250 |
| Misericordia University | |||||||
| 301 Lake Street | Dallas | PA | 18612 | N/A | PC | Scholarship | $250 |
| Monmouth Ocean Development Council | |||||||
| 1106 Main St | Asbury Park | NJ | 07712 | N/A | PC | General fund | $3,000 |
| Montclair university | |||||||
| 1 Normal Ave | Montclair | NJ | 07043 | n/a | pc | Scholarship | $1,000 |
| NATIONAL MS SOCIETY | |||||||
| 1 M ST SE SUITE 150 | WASHINGTON | DC | 20003 | N/A | PC | GENERAL FUND | $100 |
| NEW JERSEY RED CROSS | |||||||
| 1540 W PARK AVE | OCEAN TOWNSHIP | NJ | 07712 | N/A | PC | GENERAL FUND | $1,000 |
| NEW JERSEY RESOURCE PROJECT | |||||||
| 2535 CIRCLE DR | MANAHAWKIN | NJ | 08050 | N/A | PC | GENERAL FUND | $1,000 |
| NEW JESEY RETT SYNDROME ASSOC | |||||||
| 417 BRICKYARD RD | FREEHOLD | NJ | 07728 | N/A | PC | GENEREAL FUND | $250 |
| NORTHERN OCEAN HABITAT FOR HUMANITY | |||||||
| 1214 NJ-37 | TOMS RIVER | NJ | 08753 | N/A | PC | GENERAL FUND | $12,300 |
| OCEAN CARES FOUDNATION | |||||||
| 218 Main Street | Toms River | NJ | 08753 | N/A | PC | GENERAL FUND | $1,000 |
| Ocean Community Church | |||||||
| 1492 NJ-72 | Manahawkin | NJ | 08050 | N/A | pc | general fund | $250 |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| COLLEGE DRIVE | TOMS RIVER | NJ | 08050 | N/A | PC | General fund | $27,040 |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| COLLEGE DRIVE | TOMS RIVER | NJ | 08754 | N/A | PC | Scholarship | $2,250 |
| Ocean County Columbus Day Parade | |||||||
| PO Box1492 | Seaside Heights | NJ | 08754 | n/a | pc | General fund | $200 |
| Ocean County Foundation | |||||||
| 137 Bey Lea Rd | TOMS RIVER | NJ | 08751 | N/A | PC | General fund | $1,000 |
| Ocean County Historical Society | |||||||
| 26 Hadley Ave | TOMS RIVER | NJ | 08753 | N/a | PC | General Fund | $2,500 |
| 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 | 08753 | n/a | pc | General fund | $1,020 |
| Ocean County Vocational Technical School | |||||||
| 137 Bey Lea Rd | TOMS RIVER | NJ | 08732 | N/A | PC | Scholarship | $250 |
| OCEAN COUNTY YMCA | |||||||
| 1088 WHITTY RD | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $3,500 |
| OCEAN OF LOVE | |||||||
| 1709 NJ-37 | TOMS RIVER | NJ | 08755 | N/A | PC | General fund | $2,000 |
| OCEANS HARBOR HOUSE | |||||||
| 808 CONIFER ST | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $6,000 |
| OPEN ARMS INC | |||||||
| PO BOX 4531 | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $610 |
| OPERATION WARM | |||||||
| 50 APPLIED BANK BLVD STE 204 | GLEN MILLS | PA | 08754 | N/A | PC | General fund | $6,720 |
| PARKERS ARMY | |||||||
| 1018 MIDSHIP AVE | MANAHAWKIN | NJ | 19342 | N/A | PC | GENERAL FUND | $500 |
| PBA Local 253 | |||||||
| PO Box 253 | Beachwood | NJ | 08050 | N/a | General fund | $500 | |
| PREFERRED BEHAVIORAL HEALTH | |||||||
| 858 W BAY AVE | BARNEGAT | NJ | 08722 | n/a | General fund | $1,000 | |
| ROSCOMMON COUNTY COMMUNITY FOUNDATION | |||||||
| 701 LAKE ST | ROSCOMMON | MI | 08005 | N/A | PC | General fund | $1,000 |
| Rams Wrestling Booster | |||||||
| 213 Parker St | MANAHAWKIN | NJ | 48653 | N/A | PC | General fund | $600 |
| ROTARY CLUB OF FORKED RIVER | |||||||
| 818 LACEY RD | FORKED RIVER | NJ | 08050 | N/a | pc | General fund | $500 |
| Rowan University | |||||||
| 201 Mullica Hill Rd | Glassboro | NJ | 08731 | N/A | PC | Scholarship | $750 |
| Rutgers University | |||||||
| 335 George St | New Brunswick | NJ | 08028 | N/A | PC | Scholarship | $1,000 |
| Ship Bottom Spirt for Life | |||||||
| Po Box 423 | Ship Botom | NJ | 08901 | N/A | PC | General fund | $500 |
| SHIP BOTTOM VOLUNTEER FIRE DEPT | |||||||
| 2006 CENTRAL AVE | SHIP BOTTOM | NJ | 08008 | N/a | pc | General fund | $1,710 |
| Soroptimist Internations of Toms River | |||||||
| PO Box 4824 | TOMS RIVER | NJ | 08008 | N/A | PC | General fund | $500 |
| Southern Youth Football and Cheer | |||||||
| PO Box 133 | MANAHAWKIN | NJ | 08754 | n/a | pc | General fund | $250 |
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION | |||||||
| 1140 ROUTE 72 W | MANAHAWKIN | NJ | 08050 | n/a | pc | General fund | $51,250 |
| SOUTHERN REGIONAL Educational Foundation | |||||||
| 90 CEDAR BRIDGE RD | MANAHAWKIN | NJ | 08050 | N/A | PC | General fund | $1,000 |
| SRHS Marching Band | |||||||
| 90 CEDAR BRIDGE RD | MANAHAWKIN | NJ | 08050 | N/A | PC | General fund | $150 |
| ST FRANCIS COMMUNITY CENTER | |||||||
| 4700 LONG BEACH BLVD | LONG BEACH | NJ | 08050 | N/A | PC | General fund | $1,500 |
| ST JOSEPH Grade school | |||||||
| 711 Hooper Ave | TOMS RIVER | NJ | 08008 | N/A | PC | Scholarship | $10,000 |
| ST MARY'S CHURCH | |||||||
| 747 WEST BAY AVE | BARNEGAT | NJ | 08753 | N/A | PC | General fund | $11,265 |
| Stafford Little League | |||||||
| 430 Doc Cramer Blvd | Manahawkin | NJ | 08005 | N/A | PC | General fund | $5,000 |
| STAFFORD VOLUNTEER FIRE DEPT | |||||||
| NAUTILIUS DR | MANAHAWKIN | NJ | 08050 | N/A | PC | General fund | $500 |
| Starve Poverty International | |||||||
| 6 Norwick Dr | Forked River | NJ | 08050 | N/A | PC | Barnegat food pantry | $1,000 |
| Stockton University | |||||||
| 101 Vera King Farris Dr | GALLOWAY | NJ | 08731 | N/A | PC | general fund | $1,000 |
| Stockton University | |||||||
| 101 Vera King Farris Dr | GALLOWAY | NJ | 08205 | n/a | PC | Scholarship | $1,750 |
| Sunlight Theatre | |||||||
| 201 Engleside Ave | Beach haven | NJ | 08205 | n/a | pc | Genral fund | $1,000 |
| The Arc Pocena County Chapter | |||||||
| 815 CEDAR BRIDGE AVE | LAKEWOOD | NJ | 08008 | N/A | General fund | $1,000 | |
| The Salvation Army | |||||||
| 1738 NJ-37 | TOMS RIVER | NJ | 08701 | N/A | PC | General fund | $500 |
| TOWNSHIP OF TOMS RIVER | |||||||
| 33 WASHIGNTON ST | TOMS RIVER | NJ | 08753 | N/A | PC | General fund | $400 |
| Toy Run Foundation | |||||||
| 1105 Treasurer Ave | MANAHAWKIN | NJ | 08753 | N/A | PC | General fund | $400 |
| UNICEF | |||||||
| 1775 K ST NW | WASHINGTON | DC | 08050 | N/A | PC | UKRAINE CRISIS | $5,000 |
| University of Alabama | |||||||
| 500 University Blvd East | Tuscaloosa | AL | 20006 | N/A | PC | Scholarship | $250 |
| University of Florida | |||||||
| Reitz Union Dr | Gainsville | FL | 35487 | N/A | PC | Scholarship | $500 |
| University of Massachusetts | |||||||
| 57 Locust St | Berkley | MA | 32611 | N/A | PC | Scholarship | $250 |
| University of Tampa | |||||||
| 401 W kennedy Blvd | Tampa | FL | 02779 | N/a | PC | Scholarship | $500 |
| US Naval Academy | |||||||
| 121 Blake Rd | Annapolis | MD | 33606 | n/a | pc | Scholarship | $250 |
| Widner University | |||||||
| One University Pl | Chester | PA | 21402 | N/A | PC | Scholarship | $250 |
| William Peterson University | |||||||
| 300 Pompton Rd | Wayne | NJ | 19013 | N/A | PC | Scholarship | $250 |
| Your grandmother's pantry | |||||||
| 173 NJ-37 | TOMS RIVER | NJ | 07470 | N/A | PC | General fund | $3,300 |
| Grace Calvery Church | |||||||
| 1902 Long Beach Blvd | Ship Bottom | NJ | 08008 | N/A | PC | General fund | $9,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,638 | 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 | $47,161 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,058 | 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 |
| Exclusion | $9,204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$306,463 | 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 | -$67,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$67,040 | 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 |
|---|---|---|---|---|---|---|
| david wintrode | ||||||
| 1 | 375 route 72E | manahakin | NJ | 08050 | $409,146 | 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 | $86,915 | Yes (X) |
| CAUSEWAY HONDA | ||||||
| 4 | 375 ROUTE 72E | MANAHAWKIN | NJ | 08050 | $24,000 | Yes (X) |
| Causeway Nissan | ||||||
| 5 | 375 Route 72E | Manahakin | NJ | 08050 | $6,000 | Yes (X) |
| Causeway Hyundai | ||||||
| 6 | 375 Route 72E | Manahawkin | NJ | 08050 | $6,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $30,387 | Amt |
| Disbursements Charitable Prps | $30,387 | 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 | $2,610,738 | EOYBookValueAmt |
| EOYFMV | $2,157,161 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS CORPORATE STOCK | StockNm |
| EOY Book Value | $7,517,701 | EOYBookValueAmt |
| EOYFMV | $8,068,449 | 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 | $272,899 | BookValueAmt |
| EOYFMV | $208,545 | 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 | $2,442 | $2,442 | |
| OTHER EXPENSES | $297 | $297 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other investment income | Desc |
| Revenue And Expenses Per Books | $9,204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,204 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD GRANT CHECKS VOIDED | Desc |
| Amt | $5,400 | Amt |
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 | $1,805 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $4,153 | $4,153 |
| EXCISE TAX | $6,500 |