WINTRODE FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WINTRODE FAMILY FOUNDATION INC (EIN 20-0327062)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201512269349100411
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T10:00:00-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222208030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIRONOV GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 LINCOLN HIGHWAY SUITE 330 | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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) |
|---|---|---|
| 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 | 7325723900 | PhoneNum |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J BROWN CPA | PreparerPersonNm |
| PTIN | P01269742 | PTIN |
| Phone | 7325723900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,100 | 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 | $568,489 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,929 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $52,929 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $735,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,761 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $644,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,690 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $52,929 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,060 | 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 | $4,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,387 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,387 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $438,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,929 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,559 | CashBOYAmt |
| Cash EOY | $59,100 | CashEOYAmt |
| Cash EOYFMV | $59,100 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,437,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,836,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $301,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $418,681 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,874,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,313,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,100 | 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 |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $705,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,144,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,873,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,311,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,874,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,313,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,873,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $438,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,311,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,311,979 | 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 |
|---|---|---|---|---|---|---|
| ATTACHED SCHEDULE-6648-1608 | 2014-01-05 | 2014-12-30 | $99,726 | $106,141 | -$6,415 | -$6,415 |
| ATTACHED SCHEDULE-6648-1608 | 2014-01-01 | 2014-12-31 | $2,013 | $2,456 | -$443 | -$443 |
| ATTACHED SCHEDULE-6648-1608 | 2011-01-01 | 2014-12-31 | $104,387 | $73,130 | $31,257 | $31,257 |
| ATTACHED SCHEDULE-6648-1608 | 2010-01-01 | 2014-12-31 | $316 | $137 | $179 | $179 |
| ATTACHED SCHEDULE-5856-0880 | 2014-01-01 | 2014-12-31 | $37,696 | $35,078 | $2,618 | $2,618 |
| ATTACHED SCHEDULE-5856-0880 | 2014-01-02 | 2014-12-31 | $60,189 | $57,514 | $2,675 | $2,675 |
| ATTACHED SCHEDULE-5856-0880 | 2010-01-01 | 2014-12-31 | $5,618 | $5,578 | $40 | $40 |
| ATTACHED SCHEDULE-5856-0880 | 2011-01-01 | 2014-12-31 | $282,591 | $293,557 | -$10,966 | -$10,966 |
| ATTACHED SCHEDULE-5856-0880 | 2010-01-01 | 2014-12-31 | $2,817 | $2,817 | $2,817 | |
| ATTACHED SCHEDULE-3147-3932 | 2014-01-03 | 2014-12-31 | $25,842 | $24,598 | $1,244 | $1,244 |
| ATTACHED SCHEDULE-3147-3932 | 2011-01-01 | 2014-12-31 | $9,276 | $8,044 | $1,232 | $1,232 |
| ATTACHED SCHEDULE-3147-3932 | 2010-01-01 | 2014-12-31 | $105,330 | $106,807 | -$1,477 | -$1,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,761 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$321 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,140,375 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058095 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $123,313 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,118,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110250 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,321 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,184,090 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110905 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $163,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,364,161 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,041 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,227,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109156 | DistributionYr5Rt |
| Total Distribution | 0.508439 | TotalDistributionRt |
| Average Distribution | 0.101688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,843,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $757 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,387 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,514 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,669 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,669 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $121 | OverpaymentAmt |
| Applied To ES Tax | $121 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID WINTRODE | IndividualWithBooksNm |
| Phone | 7325723900 | 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 | 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 (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 | 0.00 | $0 | $0 | $0 |
| ROBERTA WINTRODE | ||||||||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 | SECRETARY | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,795,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,871,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,871,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,843,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,514 | TotalTaxAmt |
| Distributable Before Adj | $90,652 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,652 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,652 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,387 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,387 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,652 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,442 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,132 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,117 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $331,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,387 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $428,557 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $73,442 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $355,115 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,465 | ExcessFromYear4Amt |
| Excess From Year3 | $73,132 | ExcessFromYear3Amt |
| Excess From Year2 | $68,117 | ExcessFromYear2Amt |
| Excess From Year1 | $20,666 | ExcessFromYear1Amt |
| Excess From Current Year | $96,735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 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 | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,300 |
| BARNEGAT TWP SCHOOLS | |||||||
| 550 BARNEGAT BLVD NORTH | BARNEGAT | NJ | 08005 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $3,000 |
| BIG BROTHERS BIG SISTERS OF OCEAN COUNTY | |||||||
| 85 WILLIAMS STREET | LAKEWOOD | NJ | 08701 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $7,000 |
| BOY SCOUTS OF OCEAN CO | |||||||
| 1518 RIDGEWAY RD | TOMS RIVER | NJ | 08755 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,200 |
| CAREGIVER VOLUNTEERS OF CENT J | |||||||
| 145 ANCHOR AVE | BEACHWOOD | NJ | 08722 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| COMM MEDICAL CENTER FOUNDATION | |||||||
| 99 HIGHWAY 37 WEST | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTEDCHARITABLEDONATION | $11,500 |
| CONTACT OF OCEAN & MONMOUTH COUNTIES | |||||||
| PO BOX 1121 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| DELTA KAPPA GAMMA SOC INTL | |||||||
| 384 CHESTNUT DR | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| FOOD BANK OF MONMOUTH & OCEAN | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $10,000 |
| GIRL SCOUTS OF OCEAN COUNTY | |||||||
| 1405 OLD FREEHOLD ROAD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 409 LEXINGTON AVENUE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $4,938 |
| JERSEY GOES | |||||||
| PO BOX 1121 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $7,300 |
| LBI PTA BRIDGE WALK | |||||||
| 2200 SOUTH BARNEGAT AVE | SURF CITY | NJ | 08008 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| LITTLE EGG HARBOR SCHOOL DISTR | |||||||
| 307 FROG POND ROAD | LITTLE EGG HARBOR | NJ | 08087 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $5,264 |
| LONG BEACH TOWNSHIP | |||||||
| 6805 LONG BEACH BLVD | BRANT BEACH | NJ | 08008 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,133 |
| MAYO CLINIC | |||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $200 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YARK AVE | NEW YORK | NY | 10065 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| OCEAN INC | |||||||
| PO BOX 1029 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| OCEAN CO COLLEGE FDN | |||||||
| COLLEGE DR PO BOX 2001 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $36,393 |
| OCEAN CO HUNGER RELIEF | |||||||
| 917-5N MAIN ST | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTEDCHARITABLE DONATION | $1,000 |
| ROSCOMMON CO COMM FDN | |||||||
| P O BOX 824 | ROSCOMMON | MI | 48653 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| SOUTHERN OCEAN MEDICAL CENTER | |||||||
| 1140 ROUTE 72 WEST | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $20,000 |
| SOUTHERN REGIONAL ED FDN | |||||||
| 600 N MAIN ST | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| ST FRANCIS CENTER | |||||||
| 4700 LONG BEACH BLVD | SHIP BOTTOM | NJ | 08008 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $2,000 |
| ST JOSEPH'S CHURCH | |||||||
| 685HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 250 OLD SQUAN RD | BRICK | NJ | 08721 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| THE MONSIGGNOR DONOVAN FUND | |||||||
| 1886 HINDS RD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $680 |
| THE OCEAN CO YMCA | |||||||
| 1088 WEST WHITTY ROAD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $7,600 |
| THE SALVATION ARMY NJ DIVISION HEADQUATERS | |||||||
| 4 GARY RD | UNION | NJ | 07083 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| UNITED WAY OCEAN COUNTY | |||||||
| 650 WASHINGTON ST SUITE 2 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $12,000 |
| YOUR GRANDMOTHER'S CUPBOARD | |||||||
| 173 ROUTE 37 W | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,927 |
| GEORGE MITCHELL ELEMENTARY SCHOOL | |||||||
| 950 ROUTE 539 | LITTLE EGG HARBOR | NJ | 08087 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $630 |
| HABITAT FOR HUMANITY | |||||||
| 1201 ROUTE 166 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $100 |
| HARBOR HOUSE | |||||||
| 808 CONIFER ST | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| LACEY TWP BOARD OF EDUCATION | |||||||
| 200 WESTERN BLVD | LANOKA HARBOR | NJ | 08734 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $8,956 |
| LIGHT HOUSE CHRITIAN ACADEMY | |||||||
| 400 BEACH AVE | STAFFORD | NJ | 08050 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $250 |
| LITERACY VOLUNTEERS OF OCEAN C | |||||||
| COLLEGE DR PO BOX 2001 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICRED CHARITABLE DONATION | $500 |
| LONG BEACH ISLAND ROTARY | |||||||
| 8200 LONG BEACH BLVD | LONG BEACH TOWNSHIP | NJ | 08008 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $250 |
| LONG BEACH ISLAND COMM CENTER | |||||||
| 4700 LONG BEACH BLVD | SHIP BOTTOM | NJ | 08008 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 14 COMMERCE DR | CRANFORD | NJ | 07016 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $250 |
| NJ MEDIA ARTS CENTER INC | |||||||
| 911 W SAINT GEORGES AVE | LINDEN | NJ | 07036 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| OCEAN COUNTY LIBRARY | |||||||
| 112 BURR ST | BARNEGAT | NJ | 08005 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| OPEN ARMS INC | |||||||
| 35 MAGNOLIA LANE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| ST JOSEPH GRADE SCHOOL | |||||||
| 711 HOOPER AVE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $9,535 |
| THE NATURE CONSERVANCY | |||||||
| 200 POTTERSVILLE RD | CHESTER | NJ | 07930 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $250 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 20 COMMUNITY PLACE SUITE 7 | MORRISTOWN | NJ | 07960 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $750 |
| OCEAN COUNTY LONG TERM RECOVERY | |||||||
| 325 ROUTE 37 E | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $876 |
| FAMILY PROMISEOF SOUTHERN OCEAN COUNTY | |||||||
| P O BOX 1070 | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,387 | 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 | $52,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,690 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,690 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $5,060 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $418,681 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,836,003 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $6,025 | $0 | $0 | $0 |
| STATE FILING FEES | $150 | $0 | $0 | $0 |
| OTHER EXPENSES | $2,650 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIS | Desc |
| BOY Book Value | $1,805 | BOYBookValueAmt |
| EOY Book Value | $1,805 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LTD INVESTMENT VI LP | |||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 |
| CAUSEWAY HONDA | |||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 |
| CAUSEWAY FORD | |||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 |
| DCW WARRANTY CO LLC | |||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 |
| DAVID C WINTRODE | |||
| 375 ROUTE 72 E | MANAHAWKIN | NJ | 08050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,442 | $0 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $2,614 | $0 | $0 | $0 |