KROON FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KROON FOUNDATION INC (EIN 22-3299243)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-06
- IRS object ID
- 201631279349100488
- Schema version
- 2015v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T10:26:44-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 WEST MT PLEASANT AVENUE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 AVE | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 9739944021 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA M STEFANELLI | PreparerPersonNm |
| PTIN | P00849568 | PTIN |
| Phone | 9739949122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,808,602 | 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 | $61,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $421,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,717,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $421,371 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $482,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $482,466 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,700 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $287,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,155,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,538,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,521,624 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $254,476 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $177,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $186,161 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,530,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,817,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,808,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $499,971 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $499,971 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,030,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,317,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,530,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,817,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,530,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,817,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,530,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $287,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,817,569 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,817,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THRU MORGAN STANLEY | P | $355,808 | $402,872 | -$47,064 | -$47,064 |
| THRU MORGAN STANLEY | P | $1,361,298 | $892,863 | $468,435 | $468,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $421,371 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $202,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,825,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,811,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048144 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $171,950 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,412,265 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050392 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,351,115 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045343 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $142,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,005,883 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047241 | DistributionYr5Rt |
| Total Distribution | 0.243978 | TotalDistributionRt |
| Average Distribution | 0.048796 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,024,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,797 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $184,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $73 | EsPenaltyAmt |
| Tax Due | $4,368 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 LIVINGSTON | AddressLine1Txt |
| Address Line2 | NJ | AddressLine2Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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. & TREAS | 1.00 | $0 | $0 | $0 |
| MARY JANE SHEEHAN KROON | ||||||||
| 102 WEST RIVER ROAD | RUMSON | NJ | 07760 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID FLEMING KROON | ||||||||
| 15 OVERLOOK ROAD | WHITEHOUSE STATION | NJ | 08889 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,921,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,086,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,086,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,024,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,595 | TotalTaxAmt |
| Distributable Before Adj | $191,643 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,643 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $184,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,138 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,138 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $144,431 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE IN DARIEN | |||||||
| 11 BROOKSIDE ROAD | DARIEN | CT | 06820 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| ALEXANDER HAMILTON INSTITUTE | |||||||
| 21 W PARK ROW | CLINTON | NY | 13323 | NONE | PUBLIC | GENERAL PURPOSES | $1,500 |
| AVON 39 | |||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| CLASSICAL HOMES PRESERVATION TRUST | |||||||
| 69 EAST 93RD ST | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| COMMUNITY FOUNDATION | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC | GENERAL PURPOSES | $40,000 |
| COUNT BASIE THEATRE | |||||||
| 99 MONMOUTH STREET | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL PURPOSES | $2,800 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSES | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSES | $15,000 |
| FAMILY AND CHILDRENS SERVICES | |||||||
| 191 BATH AVENUE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC | GENERAL PURPOSES | $1,250 |
| FOOD BANK OF MONMOUTH COUNTY | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| HARVARD GRADUATE SCHOOL | |||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| HENRY HUDSON TRAIL ACTIVITY CENTER | |||||||
| 947 NJ-36 | ATLANTIC HIGHLANDS | NJ | 07716 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| HOLIDAY EXPRESS | |||||||
| PO BOX 6487 | FAIR HAVEN | NJ | 07704 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| MCCAULEY HALL HEALTH CENTER | |||||||
| 1633 HIGHWAY 22 | WATCHUNG | NJ | 07069 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSES | $2,500 |
| MONMOUTH CONSERVATION FOUNDATION | |||||||
| 162 HOLLAND ROAD | MIDDLETOWN | NJ | 07748 | NONE | PUBLIC | GENERAL PURPOSES | $3,500 |
| MONMOUTH COUNTY HISTORICAL SOCIETY | |||||||
| 70 COURT STREET | FREEHOLD | NJ | 07728 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| MONMOUTH MEDICAL CENTER | |||||||
| 300 2ND AVENUE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC | GENERAL PURPOSES | $1,250 |
| NEW JERSEY SEEDS | |||||||
| 494 BROAD STREET | NEWARK | NJ | 07102 | NONE | PUBLIC | GENERAL PURPOSES | $2,500 |
| PARKER FAMILY HEALTH CENTER | |||||||
| 211 SHREWSBURY AVE | RED BANK | NJ | 07701 | N/A | PUBLIC | GENERAL PURPOSES | $5,000 |
| PHELPS ASSOCIATION | |||||||
| YORK STREET | NEW HAVEN | CT | 06511 | N/A | PUBLIC | GENERAL PURPOSES | $1,800 |
| PHI BETA KAPPA | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| POLICEMEN'S BENEVOLENT ASSOCIATION | |||||||
| RUMSON | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSESGENERAL PURPOSES | $2,500 |
| 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 PURPOSES | $17,750 |
| 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 PURPOSES | $5,000 |
| RUMSON EMERGENCY EMS | |||||||
| ONE WILSON CIRCLE | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| RUMSON VOLUNTEER FIRE | |||||||
| 140 E RIVER ROAD | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| SHORE CLUBHOUSE | |||||||
| PO BOX 8446 | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL PURPOSES | $20,000 |
| SISTERS ACADEMY | |||||||
| 1416 SPRINGWOOD AVENUE | ASBURY PARK | NJ | 07712 | NONE | PUBLIC | GENERAL PURPOSES | $6,000 |
| SISTERS OF MERCY OF NJ | |||||||
| 1645 HIGHWAY 22 | WATCHUNG | NJ | 07060 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| THE RIVERVIEW MEDICAL CTR FDN | |||||||
| ONE RIVERVIEW PLAZA | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| TROUT UNLIMITED | |||||||
| 1777 N KENT STREET STE 100 | ARLINGTON | VA | 22209 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| TWO RIVER THEATRE | |||||||
| 21 BRIDGE AVENUE | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL PURPOSES | $20,000 |
| YALE UNIVERSITY | |||||||
| 149 ELM STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $421,371 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $482,466 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $482,466 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $177,836 | EOYBookValueAmt |
| EOYFMV | $186,161 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,538,916 | EOYBookValueAmt |
| EOYFMV | $3,521,624 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $7,962 | $0 | $0 |
| FOREIGN TAXES | $2,700 | $2,700 | $0 |