WINTRODE FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WINTRODE FAMILY FOUNDATION INC (EIN 20-0327062)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-23
- IRS object ID
- 201441749349100009
- Schema version
- 2013v3.0
- 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 | 2014-06-23T14:49:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 LINCOLN HIGHWAY SUITE 330 | AddressLine1 |
| City | EDISON | City |
| State | NJ | State |
| ZIP Code | 08817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MANAHAWKIN | City |
| State | NJ | State |
| ZIP Code | 08050 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WINTRODE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7325723900 | PhoneNum |
| Signature | 2014-06-18 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,804,845 | 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 | $285,279 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,097 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,097 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $452,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,941 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,097 | 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 | $5,970 | 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 | $2,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,936 | 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 | $15,427 | 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 | $124,346 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $312,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,097 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,452 | CashBOYAmt |
| Cash EOY | $136,559 | CashEOYAmt |
| Cash EOYFMV | $136,559 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,196,187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,437,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,333,663 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $294,847 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $301,139 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $334,623 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,562,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,874,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,804,845 | 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 | $392,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | $705,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,560,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,562,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,874,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,560,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $312,447 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,873,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE - ACCOUNT 6648-1608 | 2013-01-14 | 2013-11-11 | $87,611 | $90,760 | -$3,149 | -$3,149 |
| SEE ATTACHED SCHEDULE - ACCOUNT 6648-1608 | 2012-06-15 | 2013-02-15 | $3,673 | $3,844 | -$171 | -$171 |
| SEE ATTACHED SCHEDULE - ACCOUNT 6648-1608 | 2012-01-05 | 2013-12-17 | $72,803 | $54,487 | $18,316 | $18,316 |
| SEE ATTACHED SCHEDULE - ACCOUNT 6648-1608 | 2008-08-05 | 2013-08-19 | $16,829 | $9,424 | $7,405 | $7,405 |
| SEE ATTACHED SCHEDULE - ACCOUNT 6648-1608 | 2012-01-05 | 2013-01-07 | $1 | $1 | $0 | $0 |
| SEE ATTACHED SCHEDULE - ACCOUNT 5856-0880 | 2012-04-18 | 2013-11-22 | $73,677 | $17,000 | $56,677 | $56,677 |
| SEE ATTACHED SCHEDULE - ACCOUNT 5856-0880 | 2009-01-07 | 2013-11-22 | $46,202 | $7,117 | $39,085 | $39,085 |
| SEE ATTACHED SCHEDULE - ACCOUNT 5856-0880 | 2013-10-28 | 2013-11-11 | $69,906 | $62,800 | $7,106 | $7,106 |
| SEE ATTACHED SCHEDULE - ACCOUNT 3147-3932 | 2012-12-03 | 2013-10-28 | $7,057 | $6,746 | $311 | $311 |
| SEE ATTACHED SCHEDULE - ACCOUNT 3147-3932 | 2008-08-06 | 2013-09-10 | $39,248 | $38,985 | $263 | $263 |
| SEE ATTACHED SCHEDULE - ACCOUNT 3147-3932 | 2013-04-15 | 2013-04-17 | $107 | $106 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,844 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,098 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,313 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,118,489 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,321 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,184,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110905 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,745 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,364,161 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.120033 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,041 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,227,982 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $167,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,565,761 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107282 | DistributionYr5Rt |
| Total Distribution | 0.557626 | TotalDistributionRt |
| Average Distribution | 0.111525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,140,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,669 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,374 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,579 | 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 |
| 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 | AddressLine1 |
| City | MAHAHAWKIN | City |
| State | NJ | State |
| ZIP Code | 08050 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,122,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,172,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,172,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,140,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,339 | TotalTaxAmt |
| Distributable Before Adj | $103,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $90,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,442 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $402,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $422,782 | 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 | $90,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $331,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,442 | ExcessFromYear4Amt |
| Excess From Year3 | $96,465 | ExcessFromYear3Amt |
| Excess From Year2 | $73,132 | ExcessFromYear2Amt |
| Excess From Year1 | $68,117 | ExcessFromYear1Amt |
| Excess From Current Year | $20,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $2,250 |
| BARNEGAT TWP SCHOOLS | |||||||
| 550 BARNEGAT BLVD NORTH | BARNEGAT | NJ | 08005 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| BIG BROTHERS BIG SISTERS OF OCEAN COUNTY | |||||||
| 85 WILLIAMS STREET | LAKEWOOD | NJ | 08701 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,150 |
| BOY SCOUTS OF OCEAN CO | |||||||
| 1518 RIDGEWAY RD | TOMS RIVER | NJ | 08755 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,200 |
| CAREGIVER VOLUNTEERS OF CENT J | |||||||
| 145 ANCHOR AVE | BEACHWOOD | NJ | 08722 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| CASA OF OCEAN CO | |||||||
| 34-38 MAIN ST SUITE B | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17152 | BALTIMORE | MD | 21297 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $250 |
| COMM MEDICAL CENTER FOUNDATION | |||||||
| 99 HIGHWAY 37 WEST | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTEDCHARITABLEDONATION | $12,000 |
| CONTACT OF OCEAN & MONMOUTH COUNTIES | |||||||
| PO BOX 1121 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| COVENANT HOUSE TIMES SQUARE STATION | |||||||
| PO BOX 731 | NEW YORK | NY | 10108 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $100 |
| 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 | $10,000 |
| FOOD BANK OF MONMOUTH & OCEAN | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $7,250 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 409 LEXINGTON AVENUE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $4,300 |
| JERSEY GOES | |||||||
| PO BOX 1121 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| JERSEY SHORE COUNCIL BSA | |||||||
| 1518 RIDGEWAY RD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| LITTLE EGG HARBOR SCHOOL DISTR | |||||||
| 307 FROG POND ROAD | LITTLE EGG HARBOR | NJ | 08087 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $6,264 |
| MAYO CLINIC | |||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $100 |
| OCEAN INC | |||||||
| PO BOX 1029 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $7,500 |
| OCEAN CO COLLEGE FDN | |||||||
| COLLEGE DR PO BOX 2001 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $17,461 |
| OCEAN CO HUNGER RELIEF | |||||||
| 917-5N MAIN ST | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTEDCHARITABLE DONATION | $500 |
| ROSCOMMON CO COMM FDN | |||||||
| P O BOX 824 | ROSCOMMON | MI | 48653 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| SOUTHERN REGIONAL ED FDN | |||||||
| 600 N MAIN ST | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $7,000 |
| 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 | $2,200 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 250 OLD SQUAN RD | BRICK | NJ | 08721 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| THE HOUSE OF HOPE OF OCEAN COUNTY | |||||||
| 253 CHESTNUT ST | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| THE MONSIGGNOR DONOVAN FUND | |||||||
| 1886 HINDS RD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $580 |
| THE OCEAN CO YMCA | |||||||
| 1088 WEST WHITTY ROAD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $2,500 |
| THE SALVATION ARMY NJ DIVISION HEADQUATERS | |||||||
| 4 GARY RD | UNION | NJ | 07083 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,350 |
| UNITED WAY OCEAN COUNTY | |||||||
| 650 WASHINGTON ST SUITE 2 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,561 |
| YOUR GRANDMOTHER'S CUPBOARD | |||||||
| 173 ROUTE 37 W | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| ALEXANDRA JONES TWADDELL | |||||||
| 1207 WINDGLASS DRIVE | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $200 |
| GIRL SCOUTS OF OCEAN COUNTY | |||||||
| 1405 OLD FREEHOLD ROAD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| LBI PTA BRIDGE WALK | |||||||
| 2200 SOUTH BARNEGAT AVE | SURF CITY | NJ | 08008 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| ST BARNABAS HOSPITAL | |||||||
| 780 ROUTE 37 W | TOMS RIVER | NJ | 08755 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $6,750 |
| LONG BEACH TOWNSHIP | |||||||
| 6805 LONG BEACH BLVD | BRANT BEACH | NJ | 08008 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YARK AVE | NEW YORK | NY | 10065 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $100 |
| OCEAN COUNTY ARTISTS GUILD | |||||||
| 22 CHESTNUT AVE | ISLAND HEIGHTS | NJ | 08732 | NONE | CHARITY | UNRECTRICTED CHARITABLE DONATION | $500 |
| PROMOTIANAL ADVERTISING SPECIALTIES | |||||||
| 1889 ROUTE 9 | TOMS RIVER | NJ | 08755 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $775 |
| SOUTHERN OCEAN MEDICAL CENTER | |||||||
| 1140 ROUTE 72 WEST | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $11,000 |
| THE PRESBYTERIAN CHURCH OF TOMS RIVER | |||||||
| 1070 HOOPER AVE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE CHARITY | $100 |
| THE OCEAN CO FDN FOR VOCATIONAL | |||||||
| 137 BEY LEA ROAD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $250 |
| VISITING HOMECARE SERVICE OF OCEAN COUNTY | |||||||
| 105 SUNSET AVE | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| THE GREAT BAYY REGIONAL PAL INC | |||||||
| 7 GIFFORDTOWN RD | LITTLE EGG HARBOR | NJ | 08087 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,055 |
| NJ RETT SYNDROME ASSOCIATION | |||||||
| 417 BRICKYARD ROAD | FREEHOLD TOWNSHIP | NJ | 07728 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,346 | 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 | $41,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,844 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,941 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,941 | 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 | $5,970 | 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 | $301,139 | EOYBookValueAmt |
| EOYFMV | $334,623 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,437,235 | EOYBookValueAmt |
| EOYFMV | $1,333,663 | 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 | $6,747 | $0 | $0 | $0 |
| STATE FILING FEES | $85 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $104 | $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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| 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 | $1,553 | $0 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $968 | $0 | $0 | $0 |