KROON FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KROON FOUNDATION INC (EIN 22-3299243)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-26
- IRS object ID
- 201711779349100406
- Schema version
- 2016v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-26T12:01:34-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 615 W MT PLEASANT AVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 9739949122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST615 WMT PLEASANT | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD E KROON | PersonNm |
| Person Title | PRES. & TREAS | PersonTitleTxt |
| Phone | 9739949122 | PhoneNum |
| Signature | 2017-05-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA STEFANELLI | PreparerPersonNm |
| PTIN | P00849568 | PTIN |
| Phone | 9739949122 | PhoneNum |
| Preparation | 2017-06-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | AEFF1713EB967F753AC56E4EF695E0E00AA22EBD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEFF1713EB967F753AC56E4EF695E0E00AA22EBD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,982,856 | 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 |
| Interest On Sav Rev And Expnss | $7,472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,472 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,914 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,732 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,968 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$152,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,523 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,538,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,530,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,845,267 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $177,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,943 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $103,066 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,817,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,664,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,982,856 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $499,971 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $3,317,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,664,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,817,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,664,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,817,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,664,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,817,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$152,986 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,664,583 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,664,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | THRU MORGAN STANLEY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2016-11-03 | SoldDt |
| Gross Sales Price | $95,662 | GrossSalesPriceAmt |
| Cost Or Other Basis | $86,748 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,914 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,914 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,914 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,024,767 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045804 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,214 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,825,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052858 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $183,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,811,461 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048144 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,412,265 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,351,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045343 | DistributionYr5Rt |
| Total Distribution | 0.242541 | TotalDistributionRt |
| Average Distribution | 0.048508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,764,206 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $182,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $587 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $183,181 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $197,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $587 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $587 | SubtotalAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,013 | OverpaymentAmt |
| Applied To ES Tax | $9,013 | 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 |
| 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 | 9739949122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WEST MT PLEASANT AVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | ||||||||
| 102 WEST RIVER ROAD | RUMSON | NJ | 07760 | PRES. & TREA | 000.00 | $0 | $0 | $0 |
| MARY JANE SHEEHAN KROON | ||||||||
| 102 WEST RIVER ROAD | RUMSON | NJ | 07760 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAVID FLEMING KROON | ||||||||
| 15 OVERLOOK ROAD | WHITEHOUSE STATION | NJ | 08889 | TRUSTEE | 000.00 | $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 | $3,761,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,821,529 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,821,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,764,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $587 | TotalTaxAmt |
| Distributable Before Adj | $187,623 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $187,623 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $187,623 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $197,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $587 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $197,163 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,431 | UndistributedIncomePYAmt |
| Qualifying Distributions | $197,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,431 | AppliedToYear1Amt |
| Applied To Current Year | $53,319 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $134,304 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMPASSION AND CHOICES | ||||||
| PO BOX 101810 | DENVER | CO | 80250 | NONE | GENERAL | $2,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10011 | NONE | GENERAL | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | GENERAL | $15,000 |
| FOOD BANK OF MONMOUTH COUNTY | ||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | GENERAL | $1,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | GENERAL | $50,000 |
| HARVARD GRADUATE SCHOOL | ||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | GENERAL | $5,000 |
| HOLIDAY EXPRESS | ||||||
| PO BOX 6487 | FAIR HAVEN | NJ | 07704 | NONE | GENERAL | $1,000 |
| MONMOUTH CONSERVATION FOUNDTION | ||||||
| 162 HOLLAND ROAD | MIDDLETOWN | NJ | 07748 | NONE | GENERAL | $2,500 |
| MONMOUTH COUNTY HISTORICAL SOCIETY | ||||||
| 70 COURT STREET | FREEHOLD | NJ | 07728 | NONE | GENERAL | $1,000 |
| MONMOUTH MEDICAL CENTER | ||||||
| 300 2ND AVENUE | LONG BRANCH | NJ | 07740 | NONE | GENERAL | $5,000 |
| NEW JERSEY SEEDS | ||||||
| 494 BROAD STREET | NEWARK | NJ | 07102 | NONE | GENERAL | $2,500 |
| NY SERVICE FOR THE HANDICAPPED | ||||||
| 111 MONMOUTH ROAD | OAKHURST | NJ | 07755 | NONE | GENERAL | $1,000 |
| PARKER FAMILY HEALTH CENTER | ||||||
| 211 SHREWSBURY AVE | RED BANK | NJ | 07701 | NONE | GENERAL | $5,000 |
| PETER SHEEHAN DIABETES CARE FOUNDAT | ||||||
| 45 ROCKEFELLER PLAZA | NEW YORK | NY | 10111 | NONE | GENERAL | $25,000 |
| PHELPS ASSOCIATION | ||||||
| YORK STREET | NEW HAVEN | CT | 06511 | NONE | GENERAL | $1,000 |
| PHI BETA KAPPA | ||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | GENERAL | $500 |
| PLACE OF HOPE | ||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | NONE | GENERAL | $3,000 |
| POLICEMEN'S BENEVOLENT ASSOCIATION | ||||||
| RUMSON | RUMSON | NJ | 07760 | NONE | GENERAL | $500 |
| PREP FOR PREP | ||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | GENERAL | $2,500 |
| PROJECT SMILE | ||||||
| PO BOX 336 | HOPDALE | MA | 01747 | NONE | GENERAL | $2,000 |
| RED BANK REGIONAL SOURCE | ||||||
| 101 RIDGE ROAD | LITTLE SILVER | NJ | 07739 | NONE | GENERAL | $14,000 |
| RESOURCES FOR THE FUTURE | ||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | NONE | GENERAL | $5,000 |
| RIVERVIEW MEDICAL CENTER | ||||||
| 1 RIVERVIEW PLAZA | REDBANK | NJ | 07701 | NONE | GENERAL | $5,000 |
| RUMSON EMERGENCY EMS | ||||||
| ONE WILSON CIRCLE | RUMSON | NJ | 07760 | NONE | GENERAL | $500 |
| RUMSON VOLUNTEER FIRE | ||||||
| 140 E RIVER ROAD | RUMSON | NJ | 07760 | NONE | GENERAL | $500 |
| SHORE CLUBHOUSE | ||||||
| PO BOX 8446 | RED BANK | NJ | 07701 | NONE | GENERAL | $10,000 |
| SISTERS ACADEMY | ||||||
| 1416 SPRINGWOOD AVENUE | ASBURY PARK | NJ | 07712 | NONE | GENERAL | $5,000 |
| SOUL SOURCE FOUNDATION | ||||||
| PO BOX 7635 | MINNEAPOLIS | MN | 55407 | NONE | GENERAL | $3,750 |
| THE COMMUNITY YMCA | ||||||
| 170 PATTERSON AVENUE | SHREWSBURY | NJ | 07702 | NONE | GENERAL | $5,000 |
| TROUT UNLIMITED | ||||||
| 1777 N KENT STREET STE 1 | ARLINGTON | VA | 22209 | NONE | GENERAL | $1,000 |
| TWO RIVER THEATRE | ||||||
| 21 BRIDGE AVENUE | RED BANK | NJ | 07701 | NONE | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,472 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,732 | 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 | $99,943 | EOYBookValueAmt |
| EOYFMV | $103,066 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK & ETF | StockNm |
| EOY Book Value | $3,530,117 | EOYBookValueAmt |
| EOYFMV | $3,845,267 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $13,968 | Amt |