WINTRODE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WINTRODE FAMILY FOUNDATION INC (EIN 20-0327062)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201931239349102403
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T09:24:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Brown | PreparerPersonNm |
| PTIN | P01269742 | PTIN |
| Phone | 7328281614 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.226.125.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220191235000034 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 49C574B9CEFF734926FAB953165A9E7B09EB6F5F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AD647486534EB9B555415F05E4D95E35A3E36B0E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,615,137 | 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 | $460,974 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $471,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,546 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $590,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $16,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,229 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,626 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,282 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,282 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $280,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $310,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,500 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,934 | CashBOYAmt |
| Cash EOY | $57,590 | CashEOYAmt |
| Cash EOYFMV | $57,590 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,445,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,771,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,686,227 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $638,997 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $914,230 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $871,320 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,432,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,743,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,615,137 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,167,974 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,167,974 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,262,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,573,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,430,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,741,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,432,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,743,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,430,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $310,295 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,741,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,741,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ATTACHED SCHEDULE 6648-1608 ST | 2018-01-01 | 2018-12-31 | $1,889 | $1,944 | -$55 | -$55 | |
| ATTACHED SCHEDULE 6648-1608 LT | 2016-08-29 | 2018-12-31 | $19,516 | $16,791 | $2,725 | $2,725 | |
| GABELLI ASSET, EQUITY,VALUE FUND | 2017-07-28 | 2018-12-28 | $20,932 | $20,635 | $297 | $297 | |
| GABELLI ASSET,EQUITY,VALUE 25 FUND | 2014-07-11 | 2018-07-09 | $210,248 | $242,713 | -$32,465 | -$32,465 | |
| GLAUKOS CORP | 2015-06-25 | 2018-11-28 | $30,082 | $30,685 | -$603 | -$603 | |
| NETFLIX COM INC | 2012-04-12 | 2018-06-13 | $37,775 | $4,485 | $33,290 | $33,290 | |
| SPLUNK INC | 2012-04-18 | 2018-05-10 | $25,068 | $13,228 | $11,840 | $11,840 | |
| DEXCOM INC | 2014-11-18 | 2018-05-07 | $77,032 | $46,431 | $30,601 | $30,601 | |
| JP MORGAN CHASE & CO | 2009-05-19 | 2018-01-16 | $25,000 | $25,000 | |||
| LEHMAN BROTHEERS HOLDINGS | 2016-01-02 | 2018-10-04 | $387 | $387 | $387 | ||
| ATTACHED SCHEDULE UBS 14357 ST | 2018-01-08 | 2018-12-31 | $12,254 | $12,301 | -$47 | -$47 | |
| CAPITAL GAIN DIVIDENDS | $11,576 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,546 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $267,816 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,402,114 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07872 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $212,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,670,754 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079685 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $223,288 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,323,751 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096089 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $187,387 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,843,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101658 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,346 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,140,375 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058095 | DistributionYr5Rt |
| Total Distribution | 0.414247 | TotalDistributionRt |
| Average Distribution | 0.082849 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,754,579 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $393,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $395,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $255,282 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,490 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,490 | SubtotalAmt |
| Tax Based On Investment Income | $2,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,010 | OverpaymentAmt |
| Applied To ES Tax | $1,010 | 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 |
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 | mahahawkin | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| ROBERTA 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 | $4,746,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,826,984 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,826,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,754,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,490 | TotalTaxAmt |
| Distributable Before Adj | $235,239 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $235,239 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,282 | 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 | $255,282 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $255,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,666 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,735 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,113 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $408,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $235,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,043 | RemainingDistriFromCorpusAmt |
| Total Corpus | $428,821 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,666 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $408,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,735 | ExcessFromYear4Amt |
| Excess From Year3 | $107,900 | ExcessFromYear3Amt |
| Excess From Year2 | $82,364 | ExcessFromYear2Amt |
| Excess From Year1 | $101,113 | ExcessFromYear1Amt |
| Excess From Current Year | $20,043 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 21 PLUS FOUNDATION INC | |||||||
| 1130 Hooper Avenue | Toms River | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 85 WILLIAMS STREET | LAKEWOOD | NJ | 08701 | NONE | PC | UNRESTICTED CHARITABLE DONATION. | $6,876 |
| CAREGIVER VOLUNTEERS OF C | |||||||
| 145 ANCHOR AVE | BEACHWOOD | NJ | 08722 | NONE | PC | UNRESTICTED CHARITABLE DONATION. | $4,865 |
| COMM MEDICAL CENTER FOUNDATION | |||||||
| 99 HIGHWAY 37 WEST | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $4,000 |
| CONTACT OF OCEAN & MONMOUTH COUNTIES | |||||||
| PO BOX 1121 | TOMS RIVER | NJ | 08754 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| BROOKDALE COMMUNITY COLLEGE | |||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| FULFILL FOOD BANK OF MONMOUTH & OCEAN | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $78,018 |
| GIRL SCOUTS OF OCEAN COUNTY | |||||||
| 1405 OLD FREEHOLD ROAD | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $3,500 |
| HOPE SHEDS LIGHT | |||||||
| 247 MAIN STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| COUNT BASIE THEATRE | |||||||
| 99 MONMOUTH STREER | RED BANK | NJ | 07701 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 253 CHESTNUT STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| PREFERRED BEHAVIORAL HEALTH | |||||||
| 848 W BAY AVE | BARNEGAT | NJ | 08005 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,500 |
| LONG BEACH ISLAND COMMUNITY CENTER | |||||||
| 4700 LONG BEACH BLVD | SHIP BOTTOM | NJ | 08008 | NONE | PC | UNRESTRICED CHARITABLE DONATION | $1,000 |
| BETHANY HOUSE | |||||||
| 102 WHITEHOUSE AVENUE | ROOSEVELT | NY | 11575 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| THE OCEAN CO YMCA | |||||||
| 1088 WEST WHITTY ROAD | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| PO BOX 2001 | TOMS RIVER | NJ | 08754 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $65,464 |
| OCEAN COUNTY LIBRARY | |||||||
| 101 WASHINGTON STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,300 |
| OPEN ARMS INC | |||||||
| 35 MAGNOLIA LANE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $3,500 |
| ROSCOMMON COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 824 | ROSCOMMON | MI | 48653 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| COURAGE FRO KYLE FOUNDATION | |||||||
| 3915 GOLDEN VALLEY ROAD | MINNEAPOLIS | MN | 55422 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| BETTY BANDYK SCHOLARSHIP FUND CECCHETTI COUNCIL | |||||||
| 23393 MEADOWS AVENUS | FLAT ROCK | MI | 48334 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| ST JOSEOH GRADE SCHOOL | |||||||
| 711 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | PC | unrestricted charitable donation | $11,000 |
| INTERFAITH HEALTH & SUPPORT SERVICES | |||||||
| 1140 ROUTE 72 | MANAHWKIN | NJ | 08050 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $400 |
| FRIENDS OF THE BARNEGAT FOOD P | |||||||
| 360A ROUTE 9 | BARNEGAT | NJ | 08005 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| THE SALVATION ARMY NJ DIVISION HEADQUATERS | |||||||
| 4 GARY ROAD | UNION | NJ | 07083 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| UNITED WAY OF OCEAN COUNTY | |||||||
| 650 WASHINGTON ST SUITE 2 | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $12,000 |
| DAVID'S DREAM - BELIEVE CANCER | |||||||
| 364 N MAIN STREET | STAFFORD TOWNSHIP | NJ | 08050 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| LITTLE EGG HARBOR SCHOOL DISTRICT | |||||||
| 307 FROG POND ROAD | LITTLE EGG HARBOR | NJ | 08087 | NONE | PC | unrestricted charitable donation | $2,832 |
| SOUTHERN REGIONAL EDUCATION FOUNDATION | |||||||
| 75 CEDAR BRIDGE ROAD | MANAHAWKIN | NJ | 08050 | NONE | PC | UNRISTRECTED CHARITABLE DONATION | $10,500 |
| HARBOR HOUSE | |||||||
| 808 CONIFER STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| GEORGE J MITCHELL ELEMENTARY SCHOOL | |||||||
| 950 N GREEN STREET | LITTLE EGG HARBOR | NJ | 08087 | NONE | PC | URESTRICTED CHARITABLE DONATION | $250 |
| OMICRON CHAPTER DELTA KAPPA GAMMA | |||||||
| 416 W 12TH ST | AUSTIN | TX | 78701 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| SOROPTIMIST INTERNATIONAL OF TOMS RIVER | |||||||
| PO BOX 4824 | TOMS RIVER | NJ | 08754 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $150 |
| HAVENBEAT THE STREETS INC | |||||||
| 231 N NEW STREET | ABESCON | NJ | 08201 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $750 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $25 |
| GARDEN STATE PHILHARMONIC | |||||||
| 1 COLLEGE DRIVE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| STAFFORD TOWNSHIP BOARD OF EDUCATION | |||||||
| 250 N MAIN STREET | MANAHWKIN | NJ | 08050 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| THE MONSIGNOR DONOVAN FUND | |||||||
| 711 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $785 |
| TUCKERTON SEAPORT | |||||||
| 120 W MAIN STREET | TUCKERTON | NJ | 08087 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| BRANDON' ELVIS | |||||||
| 115 SLOOP ROAD | MANAHAWKIN | NJ | 08050 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| DURHAM SCHOOL SERVICES | |||||||
| 1540 ROUTE 539 | LITTLE EGG HARBOR TWP | NH | 08087 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $3,967 |
| JERSEY SHORE COUNCIL BS OF A | |||||||
| 1518 RIDGEWAY ROAD | TOMS RIVER | NJ | 08755 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| J ROCK FOUNDATION | |||||||
| 9305 GRANT DRIVE | ROWLETT | TX | 75088 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $3,000 |
| KEYSPORT MINISTRIUM FOOD PANTRY | |||||||
| 42 ELIZABETH ST | KEYPORT | NJ | 07735 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| KIWANIS DAYBREAK | |||||||
| P O BOX 1350 | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| OCEAN COUNTY HISTORICAL SOCIETY | |||||||
| 26 HADLEY AVE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRISTRICTED CHARITABLE DONATION | $1,000 |
| OCEAN COUNTY COLUMBUS DAY PARADE | |||||||
| P O BOX 1492 | SEASIDE HEIGHTS | NJ | 08751 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $200 |
| PEOPLES PANTRY | |||||||
| 1785 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| SPRING LAKE CHARITABLE PARTNER | |||||||
| 1011 HIGHWAY 71 | SPRING LAKE | NJ | 07762 | NONE | PC | UNRESTICTED CHARITABLE DONATION | $2,500 |
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION | |||||||
| 1140 ROUTE 72 W | MANAHWKIN | NJ | 08050 | NONE | PC | UNRETRICTED CHARITABLE DONATION | $1,000 |
| ST BARBARA GREEK ORTHODOX CHURCH | |||||||
| 2200 CHURCH ROAD | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,400 |
| ST FRANCIS CENTER | |||||||
| 4700 S LONG BEACH BLVD | BEACH HAVEN | NJ | 08008 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $350 |
| ST JOSEPH'S CENTURY CLUB DONOVAN CATHOLI | |||||||
| 711 HOOPER AVE | TOMS RIVER | NJ | 08801 | NONE | PC | UNRESTRICTED CHARITALE DONATION | $750 |
| SUNSHINE FOUNDATION | |||||||
| 101 LAKESIDE PARK | SOUTHAMPTON | PA | 18966 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $100 |
| THE ARC OF OCEAN COUNTY CHAPTER | |||||||
| 815 CEDARBRIDGE AVE | LAKEWOOD | NJ | 08701 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| THE HOPE CENTER | |||||||
| 253 CHESTNUT ST | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| TRFOD | |||||||
| 1358 HOOPER AVE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| TWP OF TOMS RIVER FOOD FESTIVAL | |||||||
| 33 WASHINGTON STREET | TOMS RIVER | NJ | 08754 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| ROTARY CLUB OF LONG BEACH ISLAND | |||||||
| 1119 QUEENS HWY | LONG BEACH | CA | 90802 | NONE | PC | URESTRICTED CHARITABLE DONATION | $250 |
| NJ RETT SYNDROME ASSOCIATION | |||||||
| 417 BRICKYARD ROAD | FREEHOLD | NJ | 07728 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| PICK AWARENESS | |||||||
| P O BOX 74 | ALLENWOOD | NJ | 08720 | NONE | PC | URESTRICTED CHARITABLE DONATION | $1,000 |
| CATHOLIC CHARITIES DIOCESE OF TRENTON | |||||||
| 701 LAWRENCIVILL ROAD | TRENTON | NJ | 08648 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,282 | 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 | $15,499 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,310 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,546 | 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 | $129,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,355 | 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 (4 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 | $400,974 | 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 72 E | MANAHAKIN | NJ | 08050 | $24,000 | Yes (X) | |
| CAUSEWAY HONDA | |||||||
| 4 | 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 | $12,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES GLAUKOS CORP | $61,370 | 2018-10-05 |
| 2 | 540 SHARES NV5GLOBAL | $45,225 | 2018-10-05 |
| 3 | 567 SHARES NETFLIX.COM | $199,215 | 2018-10-05 |
| 4 | 570 SHARES OKTA INC | $37,113 | 2018-10-05 |
| 5 | 561 SHRES TWOU-ZU INC | $40,835 | 2018-10-05 |
| 6 | 49 SHARES NETFLIX | $17,216 | 2018-10-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $16,060 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVENSTMENTS CORPORATE STOCK | StockNm |
| EOY Book Value | $2,771,454 | EOYBookValueAmt |
| EOYFMV | $3,686,227 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSES | $3,626 | $3,626 |
| STATE FILING FEES |
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 | $1,229 | $1,229 |
| FEDERAL TAX | $3,837 |