KROON FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KROON FOUNDATION INC (EIN 22-3299243)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-02-18
- IRS object ID
- 202140499349100504
- Schema version
- 2020v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-18T09:19:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223299243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KROON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KROO | BusinessNameControlTxt |
| Phone | 9739944021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD E KROON | PersonNm |
| Person Title | PRES. & TREAS | PersonTitleTxt |
| Phone | 9739949122 | PhoneNum |
| Signature | 2021-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | KROON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA STEFANELLI | PreparerPersonNm |
| PTIN | P00849568 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2021-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,079,768 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $545,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,377,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $545,678 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $573,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $573,187 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,388 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,065 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $357,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $568,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $91,208 | CashEOYAmt |
| Cash EOYFMV | $91,208 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,571,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,833,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,939,542 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,018 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,621,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,974,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,079,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,621,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,974,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,621,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,974,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,621,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,974,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,621,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $357,734 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,979,633 | SubtotalAmt |
| Other Decreases | $4,825 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,974,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES 696 | P | 2020-01-01 | 2020-12-31 | $401,360 | $227,187 | $174,173 | $174,173 |
| MARKETABLE SECURITIES 334 | P | 2020-01-01 | 2020-12-31 | $318,737 | $269,683 | $49,054 | $49,054 |
| MARKETABLE SECURITIES 333 | P | 2020-01-01 | 2020-12-31 | $308,374 | $257,473 | $50,901 | $50,901 |
| MARKETABLE SECURITIES 332 | P | 2020-01-01 | 2020-12-31 | $311,742 | $261,078 | $50,664 | $50,664 |
| MARKETABLE SECURITIES 331 | P | 2020-01-01 | 2020-12-31 | $311,674 | $261,283 | $50,391 | $50,391 |
| MARKETABLE SECURITIES 330 | P | 2020-01-01 | 2020-12-31 | $681,284 | $521,181 | $160,103 | $160,103 |
| MARKETABLE SECURITIES 623 | P | 2020-01-01 | 2020-12-31 | $44,655 | $34,263 | $10,392 | $10,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $545,678 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $545,678 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,906 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,906 | SubtotalAmt |
| Tax Based On Investment Income | $7,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,225 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,225 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,681 | 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 |
| 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 | SILVERCREST ASSET MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9739944021 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD E KROON | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | PRES. & TREA | 0.50 | $0 | $0 | $0 |
| MARY JANE SHEEHAN KROON | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | SECRETARY | 0.10 | $0 | $0 | $0 |
| DAVID FLEMING KROON | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SARAH KROON CHILES | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
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 | $4,243,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,285,635 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,285,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,221,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,906 | TotalTaxAmt |
| Distributable Before Adj | $203,162 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,162 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $210,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,410 | UndistributedIncomePYAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,410 | AppliedToYear1Amt |
| Applied To Current Year | $65,590 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $137,572 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD E KROON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEAN OCEAN ACTION | |||||||
| 18 HARTSHORNE DRIVE | HIGHLANDS | NJ | 07732 | NONE | PUBLIC | GENERAL | $2,500 |
| COMMUNITY FOUNDATION | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | NONE | GENERAL | $17,000 | |
| COMPASSION AND CHOICES | |||||||
| PO BOX 101810 | DENVER | CO | 80250 | NONE | PUBLIC | GENERAL | $2,500 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL | $2,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET 310 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC | GENERAL | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL | $3,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL | $15,000 |
| FOUNDING FISH ALLIANCE | |||||||
| 370 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $3,000 |
| HARVARD GRADUATE SCHOOL | |||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL | $2,500 |
| HOLIDAY EXPRESS | |||||||
| PO BOX 6487 | FAIR HAVEN | NJ | 07704 | NONE | PUBLIC | GENERAL | $1,000 |
| JESPY HOUSE | |||||||
| 102 PROSPECT STREET | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC | GENERAL | $500 |
| LUNCH BREAK | |||||||
| 121 DRS JAMES PARKER BLV | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL | $6,000 |
| MONMOUTH COUNTY HISTORICAL SOCIETY | |||||||
| 70 COURT STREET | FREEHOLD | NJ | 07728 | NONE | PUBLIC | GENERAL | $1,000 |
| MONMOUTH DAY CARE CENTER | |||||||
| 9 DRS JAMES PARKER BLVD | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL | $2,500 |
| NEW JERSEY SEEDS | |||||||
| 494 BROAD STREET | NEWARK | NJ | 07102 | NONE | PUBLIC | GENERAL | $5,000 |
| PARKER FAMILY HEALTH CENTER | |||||||
| 211 SHREWSBURY AVE | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL | $5,000 |
| PHELPS ASSOCIATION | |||||||
| YORK STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC | GENERAL | $1,000 |
| PHI BETA KAPPA | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | GENERAL | $500 |
| POLICEMEN'S BENEVOLENT ASSOCIATION | |||||||
| RUMSON | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL | $500 |
| PROJECT SMILE | |||||||
| PO BOX 336 | HOPDALE | MA | 01747 | NONE | PUBLIC | GENERAL | $2,000 |
| RED BANK REGIONAL SOURCE | |||||||
| 101 RIDGE ROAD | LITTLE SILVER | NJ | 07739 | NONE | PUBLIC | GENERAL | $32,500 |
| RED BANKCOMMUNITY YMCA | |||||||
| 113 TINDALL ROAD | MIDDLETOWN | NJ | 07748 | NONE | PUBLIC | GENERAL | $5,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL | $5,000 |
| RIVERVIEW MEDICAL CENTER | |||||||
| 1 RIVERVIEW PLAZA | REDBANK | NJ | 07701 | NONE | PUBLIC | GENERAL | $5,000 |
| RUMSON EMERGENCY EMS | |||||||
| ONE WILSON CIRCLE | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL | $500 |
| RUMSON VOLUNTEER FIRE | |||||||
| 140 E RIVER ROAD | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL | $500 |
| SHORE CLUBHOUSE | |||||||
| PO BOX 8446 | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL | $20,000 |
| SISTERS ACADEMY | |||||||
| 1416 SPRINGWOOD AVENUE | ASBURY PARK | NJ | 07712 | NONE | PUBLIC | GENERAL | $10,000 |
| STEPHY'S PLACE | |||||||
| 210 W FRONT ST UNIT 209 | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL | $500 |
| THE CHILDREN'S VILLAGE | |||||||
| ECHO HILLS | DOBBS FERRY | NY | 10522 | NONE | PUBLIC | GENERAL | $6,000 |
| TROUT UNLIMITED | |||||||
| 1777 N KENT STREET STE 1 | ARLINGTON | VA | 22209 | NONE | PUBLIC | GENERAL | $2,500 |
| TWO RIVER THEATRE | |||||||
| 21 BRIDGE AVENUE | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL | $10,000 |
| YALE UNIVERSITY | |||||||
| 149 ELM STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC | GENERAL | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $545,678 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $573,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $573,187 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $49,018 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK , ETF, MUTUAL FUNDS | StockNm |
| EOY Book Value | $3,833,600 | EOYBookValueAmt |
| EOYFMV | $4,939,542 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $4,825 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,388 | Amt |
| Net Investment Income | $4,388 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,021 | |
| FOREIGN TAX | $44 | $44 |