WINTRODE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WINTRODE FAMILY FOUNDATION INC (EIN 20-0327062)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201841349349102594
- Schema version
- 2017v2.3
- 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 | 2018-05-14T13:40:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,973,174 | 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 | $567,935 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $551,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,874 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $740,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,761 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,425 | 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 | $6,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,099 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,500 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $267,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $267,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $453,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,066 | CashBOYAmt |
| Cash EOY | $347,933 | CashEOYAmt |
| Cash EOYFMV | $347,933 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,329,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,445,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,958,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $638,997 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $638,997 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $666,697 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,979,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,432,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,973,174 | 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 | $1,809,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,262,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,977,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,430,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,979,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,432,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,977,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $453,524 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,430,923 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,430,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 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 | 2017-01-01 | 2017-12-31 | $12,897 | $12,735 | $162 | $162 | |
| ATTCHED SCHEDULE 6648-1608 LT | 2016-01-02 | 2017-12-31 | $6,982 | $5,895 | $1,087 | $1,087 | |
| RIGHTMOVE PLC FROM ACCOUNT0880 | 2016-12-23 | 2017-07-10 | $5,283 | $4,770 | $513 | $513 | |
| GIGAMONI INC FROM ACCOUNT 0880 | 2014-03-11 | 2017-12-27 | $130,900 | $131,240 | -$340 | -$340 | |
| NETFLIX.COM INC FROM ACCOUNT 0880 | 2012-01-26 | 2017-12-14 | $262,786 | $173,376 | $89,410 | $89,410 | |
| SPIRIT AIRLINES INC FROM ACCOUNT 0880 | 2011-05-25 | 2017-05-26 | $85,808 | $93,089 | -$7,281 | -$7,281 | |
| SPLUNK INC FROM ACCOUNT 0880 | 2012-04-12 | 2017-07-10 | $5,656 | $6,096 | -$440 | -$440 | |
| DEXCOM INC FROM ACCOUNT 0880 | 2014-11-18 | 2017-07-10 | $14,097 | $10,318 | $3,779 | $3,779 | |
| LEHMAN BROTHERS HOLDINGS GLOBAL NOTES | 2016-01-01 | 2017-12-07 | $862 | $862 | $862 | ||
| CAPITAL GAIN DIVIDENDS | $26,122 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,874 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $212,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,670,754 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079685 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,288 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,323,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $187,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,843,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $124,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,140,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058095 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,313 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,118,489 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11025 | DistributionYr5Rt |
| Total Distribution | 0.445777 | TotalDistributionRt |
| Average Distribution | 0.089155 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,402,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $303,315 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,702 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $305,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $267,816 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,403 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,403 | SubtotalAmt |
| Tax Based On Investment Income | $3,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,084 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,084 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $337 | 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 | false | 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 | false | 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 |
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 | $3,389,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,453,923 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,453,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,402,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,403 | TotalTaxAmt |
| Distributable Before Adj | $166,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $166,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $166,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,816 | 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 | $267,816 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $267,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,117 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,666 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,735 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $375,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $166,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,113 | RemainingDistriFromCorpusAmt |
| Total Corpus | $476,895 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,117 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $408,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,666 | ExcessFromYear4Amt |
| Excess From Year3 | $96,735 | ExcessFromYear3Amt |
| Excess From Year2 | $107,900 | ExcessFromYear2Amt |
| Excess From Year1 | $82,364 | ExcessFromYear1Amt |
| Excess From Current Year | $101,113 | 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 (48 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. | $4,697 |
| CAREGIVER VOLUNTEERS OF C | |||||||
| 145 ANCHOR AVE | BEACHWOOD | NJ | 08722 | NONE | PC | UNRESTICTED CHARITABLE DONATION. | $1,500 |
| COMM MEDICAL CENTER FOUNDATION | |||||||
| 99 HIGHWAY 37 WEST | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $13,000 |
| 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 | $400 |
| FOOD BANK OF MONMOUTH & OCEAN | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $88,436 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 801 ROEDER RD | SILVER SPRING | MD | 20910 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| GIRL SCOUTS OF OCEAN COUNTY | |||||||
| 1405 OLD FREEHOLD ROAD | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,250 |
| HOPE SHEDS LIGHT | |||||||
| 247 MAIN STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $11,000 |
| CHARITY RESALE SHOP | |||||||
| 734 ROUTE 37 W | TOMS RIVER | NJ | 08755 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 253 CHESTNUT STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $4,399 |
| PAN MASS CHOSEN 2017 | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $511 |
| LONG BEACH ISLAND COMMUNITY CENTER | |||||||
| 4700 LONG BEACH BLVD | SHIP BOTTOM | NJ | 08008 | NONE | PC | UNRESTRICED CHARITABLE DONATION | $1,000 |
| HOWELL AYFC | |||||||
| PO BOX 25 | HOWELL | NJ | 07731 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| THE OCEAN CO YMCA | |||||||
| 1088 WEST WHITTY ROAD | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $15,886 |
| OCEAN COUNTY COLLEGE FOUNDATION | |||||||
| PO BOX 2001 | TOMS RIVER | NJ | 08754 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $28,025 |
| OCEAN COUNTY LIBRARY | |||||||
| 101 WASHINGTON STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,398 |
| OPEN ARMS INC | |||||||
| 35 MAGNOLIA LANE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| ROSCOMMON COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 824 | ROSCOMMON | MI | 48653 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 788 SHRESBURY AVE | TINTON FALLS | NJ | 07724 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,186 |
| FAU LIFELONG LEARNING SOC JUPI | |||||||
| 5353 PARKSIDE DRIVE | JUPITER | FL | 33458 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| ST JOSEOH GRADE SCHOOL | |||||||
| 711 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | PC | unrestricted charitable donation | $12,000 |
| st vincent de paul society | |||||||
| 250 OLD SQUAN ROAD | BRICK | NJ | 08721 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| FAMILY PROMISE OF OCEAN COUNTY | |||||||
| 338 S MAIN ST | BARNEGAT | NJ | 08005 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| THE SALVATION ARMY NJ DIVISION HEADQUATERS | |||||||
| 4 GARY ROAD | UNION | NJ | 07083 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| UNITED WAY OF OCEAN COUNTY | |||||||
| 650 WASHINGTON ST SUITE 2 | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $11,500 |
| YOUR GRANDMOTHER'S CUPBOARD | |||||||
| 1108 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| JBJ SOUL KITCHEN | |||||||
| 207 MONMOUTH STREET | RED BANK | NJ | 07701 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| LIGHTHOUSE CHRISTIAN ACADEMY | |||||||
| 400 BEACH AVENUE | MANAHAWKIN | NJ | 08050 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| 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 | $11,000 |
| HARBOR HOUSE | |||||||
| 808 CONIFER STREET | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| THE JETTY ROCK FOUNDATION | |||||||
| 509 N MAIN STREET | MANAHAKIN | NJ | 08050 | NONE | PC | URESTRICTED CHARITABLE DONATION | $3,000 |
| 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 | $500 |
| OCEAN FIRST FOUNDATION | |||||||
| 1414 HOOPER AVE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $6,560 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| SOUTHERN RAMS AYF U9 | |||||||
| P O BOX 133 | MANAHAKIN | NJ | 08050 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| ST MARY'S PARISH | |||||||
| 747 W BAY AVENUE | BARNEGAT | NJ | 08005 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| 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 | $1,500 |
| THE TRUST FOR PUBLIC LAND NJ | |||||||
| 20 COMMUNITY PL STE 7 | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED CHERITABLE DONATION | $1,000 |
| TOMS RIVER BOARD OF EDUCATION | |||||||
| 1144 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,550 |
| UCEDA INSTITUDE | |||||||
| 111 ELLISON STREET | PATERSON | NJ | 07505 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $20,436 |
| TUCKERTON SEAPORT | |||||||
| 120 W MAIN STREET | TUCKERTON | NJ | 08087 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| NJ RETT SYNDROME ASSOCIATION | |||||||
| 417 BRICKYARD ROAD | FREEHOLD | NJ | 07728 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $267,816 | 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 | $11,125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,762 | 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 | $113,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $172,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,761 | 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 | $507,935 | 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 (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 85 SHARES AMAZON | $85,539 | 2017-10-01 |
| 1 | 3400 SHARES GIGAMON | $131,240 | 2017-11-01 |
| 1 | 2860 SHARES CARROL'S RESTAURANT | $35,321 | 2017-11-01 |
| 1 | 1295 SHARES NETFLIX | $255,835 | 2017-10-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $11,425 | 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 | $2,445,797 | EOYBookValueAmt |
| EOYFMV | $2,958,544 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSES | $1,500 | $1,500 |
| STATE FILING FEES | $276 |
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 | $1,099 | $1,099 |
| FEDERAL TAX | $5,056 |