WINTRODE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WINTRODE FAMILY FOUNDATION INC (EIN 20-0327062)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-29
- IRS object ID
- 201311499349100351
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-05-29T09:14:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222208030 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIRONOV GROUP LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200327062 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTRODE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WINT | NameControl |
| Phone | 7325723900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID WINTRODE | Name |
| Title | PRESIDENT | Title |
| Phone | 7325723900 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J BROWN CPA | Name |
| PTIN | P01269742 | PTIN |
| Phone | 7325723900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1179297 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 99375 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 36410 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 36410 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 36410 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -6016 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 288163 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 129769 | TotalRevenueAndExpenses |
| Total Net Investment Income | 36410 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 36410 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5745 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1654 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6654 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14053 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 123313 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 123313 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 137366 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 123313 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7597 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36410 | NetInvestmentIncome |
| Adjusted Net Income | 36410 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 35566 | CashBOY |
| Cash EOY | 71452 | CashEOY |
| Cash EOYFMV | 71452 | CashEOYFMV |
| Investments Corp Stock BOY | 1247779 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1196187 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 813779 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 286738 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 294847 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 294066 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1570083 | TotalAssetsBOY |
| Total Assets EOY | 1562486 | TotalAssetsEOY |
| Total Assets EOYFMV | 1179297 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1805 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1805 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1805 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1805 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1167974 | CapitalStockBOY |
| Capital Stock EOY | 1167974 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 400304 | RetainedEarningsBOY |
| Retained Earnings EOY | 392707 | RetainedEarningsEOY |
| Total Net Assets BOY | 1568278 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1560681 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1570083 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1562486 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1568278 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7597 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1560681 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1560681 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| EATON CORP PLC-ACCOUNT 3147-3932 | 2012-12-03 | 2012-12-03 | 50 | 51 | -1 | -1 |
| COOPER INDUSTRIES PLCCHG-ACCOUNT 3147-3932 | 2008-08-06 | 2012-12-03 | 9524 | 5287 | 4237 | 4237 |
| BAC CAP XII-ACCOUNT 5856-0880 | 2012-02-03 | 2012-11-05 | 765 | 748 | 17 | 17 |
| USB CAPITAL XII AVVOUNT 5856-0880 | 2011-05-15 | 2012-05-18 | 2983 | 3016 | -33 | -33 |
| BAC CAP XII-ACCOUNT 5856-0880 | 2008-02-04 | 2012-11-05 | 14258 | 13688 | 570 | 570 |
| LEHMAN BROTHERS HOLDINGS -ACCOUNT 5856-0880 | 2004-04-14 | 2012-04-17 | 1536 | 24610 | -23074 | -23074 |
| USB CAPITAL XII AVVOUNT 5856-0880 | 2008-01-25 | 2012-05-18 | 62854 | 58374 | 4480 | 4480 |
| LEHMAN BROTHERS HOLDINGS | 2004-04-14 | 2012-10-01 | 977 | 977 | 977 | |
| SEE ATTACHED SCHEDULE-ACCOUNT 6648-1608 | 2012-01-06 | 2012-12-12 | 135787 | 140504 | -4717 | -4717 |
| SEE ATTACHED SCHEDULE-ACCOUNT 6648-1608 | 2012-01-19 | 2012-07-13 | 2782 | 2679 | 103 | 103 |
| SEE ATTACHED SCHEDULE-ACCOUNT 6648-1608 | 2011-01-12 | 2012-10-04 | 21089 | 19392 | 1697 | 1697 |
| SEE ATTACHED SCHEDULE-ACCOUNT 6648-1608 | 2009-02-19 | 2012-11-01 | 35548 | 25820 | 9728 | 9728 |
| SEE ATTACHED SCHEDULE-ACCOUNT 6648-1608 | 2011-01-06 | 2012-12-11 | 10 | 10 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6016 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -4631 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 131321 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1184090 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.110905 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 163745 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1364161 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.120033 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 134041 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1227982 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.109156 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 167978 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1565761 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.107282 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 129757 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1261411 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.102867 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.550243 | TotalDistributionRatio |
| Average Distribution Ratio | 0.110049 | AverageDistributionRatio |
| Net Noncharitable Assets | 1118489 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 123089 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 364 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 123453 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 123313 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 728 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 728 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 728 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 520 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 208 | TaxPaidWithExtension |
| Total Credits And Payments | 728 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID WINTRODE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7325723900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1076557 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 58965 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1135522 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1135522 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17033 | CashDeemedCharitable |
| Net Noncharitable Assets | 1118489 | NetNoncharitableAssets |
| Minimum Investment Return | 55924 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 55924 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 728 | TaxBasedOnInvestmentIncome |
| Total Tax | 728 | TotalTax |
| Distributable Amount Before Adj | 55196 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 55196 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 55196 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 123313 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 123313 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 123313 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 55196 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 68776 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 90960 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 73442 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 96465 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 73132 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 402775 | TotalExcessDistriCarryover |
| Qualifying Distributions | 123313 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 55196 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 68117 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 470892 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 68776 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 402116 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 90960 | ExcessFromYear4 |
| Excess From Year3 | 73442 | ExcessFromYear3 |
| Excess From Year2 | 96465 | ExcessFromYear2 |
| Excess From Year1 | 73132 | ExcessFromYear1 |
| Excess From Current Year | 68117 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 21 PLUS FOUNDATION INC | |||||||
| 1130 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| ATLANTIC CENTER RESCUE MISSION | |||||||
| 2009 BACHARACH AVE | ATLANTIC CITY | NJ | 08401 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $100 |
| BARNEGAT TWP SCHOOLS | |||||||
| 550 BARNEGAT BLVD NORTH | BARNEGAT | NJ | 08005 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| BIG BROTHERS BIG SISTERS OF OCEAN COUNTY | |||||||
| 85 WILLIAMS STREET | LAKEWOOD | NJ | 08701 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| CAREGIVER VOLUNTEERS OF CENT J | |||||||
| 145 ANCHOR AVE | BEACHWOOD | NJ | 08722 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,400 |
| COMM MEDICAL CENTER FOUNDATION | |||||||
| 99 HIGHWAY 37 WEST | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTEDCHARITABLEDONATION | $2,500 |
| CONTACT OF OCEAN & MONMOUTH COUNTIES | |||||||
| PO BOX 1121 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| BOY SCOUTS OF OCEAN CO | |||||||
| 1518 RIDGEWAY RD | TOMS RIVER | NJ | 08755 | 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 | $12,500 |
| CASA OF OCEAN CO | |||||||
| 34-38 MAIN ST SUITE B | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17152 | BALTIMORE | MD | 21297 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $350 |
| FOOD BANK OF MONMOUTH & OCEAN | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $2,500 |
| COVENANT HOUSE TIMES SQUARE STATION | |||||||
| PO BOX 731 | NEW YORK | NY | 10108 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $100 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 409 LEXINGTON AVENUE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $3,550 |
| JERSEY SHORE COUNCIL BSA | |||||||
| 1518 RIDGEWAY RD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $250 |
| DOCTORS WITHOUT BORDERS MEDICINE SANS FRONTIERES | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | CHARITY | UNRISTRICTED CHARITABLE DONATION | $100 |
| GARDEN STATE PHILHARMONIC | |||||||
| 150 BRICK BLVD | BRICK | NJ | 08723 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| JERSEY GOES | |||||||
| PO BOX 1121 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| JERSEY SHORE RESCUE MISSION | |||||||
| P O BOX 1289 | ASBURY PARK | NJ | 07712 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $200 |
| LITTLE EGG HARBOR SCHOOL DISTR | |||||||
| 307 FROG POND ROAD | LITTLE EGG HARBOR | NJ | 08087 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $6,264 |
| JESSICA JONESMICHAEL PASTORE | |||||||
| 54 B THIRD AVE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $300 |
| OCEAN INC | |||||||
| PO BOX 1029 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| OCEAN CO COLLEGE FDN | |||||||
| COLLEGE DR PO BOX 2001 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $18,050 |
| OCEAN CO HUNGER RELIEF | |||||||
| 917-5N MAIN ST | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTEDCHARITABLE DONATION | $1,500 |
| PREFERRED BEHAVIORAL HEALTH FD | |||||||
| 1500 ROUTE 88 | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $250 |
| ROSCOMMON CO COMM FDN | |||||||
| P O BOX 824 | ROSCOMMON | MI | 48653 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| TUCKERTON SEAPORT | |||||||
| 120 WEST MAIN ST | TUCKERTON | NJ | 08089 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| MAYO CLINIC | |||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $500 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $450 |
| SOUTHERN REGIONAL ED FDN | |||||||
| 600 N MAIN ST | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $9,750 |
| ST FRANCIS CENTER | |||||||
| 4700 LONG BEACH BLVD | SHIP BOTTOM | NJ | 08008 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $2,500 |
| ST JOSEPH'S CHURCH | |||||||
| 685HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $500 |
| UNIVERSITY OF SOUTH CAROLINA USC FINANCIAL AID COORDINATION | |||||||
| 471 UNIVERSITY PARKWAY | AIKEN | SC | 29801 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $10,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 250 OLD SQUAN RD | BRICK | NJ | 08721 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $2,000 |
| STAFFORD TOWNSHIP BOARD OF EDUCATION | |||||||
| 775 EAST BAY AVE | MANAHAWKIN | NJ | 08050 | NONE | CHARITY | UNRESTRICTEDCHARITABLEDONATION | $3,499 |
| 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 | $200 |
| THE OCEAN CO YMCA | |||||||
| 1088 WEST WHITTY ROAD | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $2,000 |
| THE SALVATION ARMY NJ DIVISION HEADQUATERS | |||||||
| 4 GARY RD | UNION | NJ | 07083 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $1,000 |
| TOMS RIVER STUDENT LOAN FUND TOTARO | |||||||
| 1108 HOOPER AVENUE | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTICTED CHARITABLE DONATION. | $500 |
| UNITED WAY OCEAN COUNTY | |||||||
| 650 WASHINGTON ST SUITE 2 | TOMS RIVER | NJ | 08753 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $11,000 |
| YOUR GRANDMOTHER'S CUPBOARD | |||||||
| 173 ROUTE 37 W | TOMS RIVER | NJ | 08754 | NONE | CHARITY | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 123313 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,410 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$6,016 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,394 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30394 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | Category |
| Amount | $5,745 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 294847 | EOYBookValue |
| EOYFMV | 294066 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 1196187 | EOYBookValue |
| EOYFMV | 813779 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT EXPENSES | 6014 | 0 | 0 | 0 |
| STATE FILING FEES | 85 | 0 | 0 | 0 |
| OTHER EXPENSES | 555 | 0 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTIS | Description |
| BOY Book Value | 1805 | BOYBookValue |
| EOY Book Value | 1805 | EOYBookValue |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $1,146 | 0 | 0 | 0 |
| FEDERAL TAX PAYMENTS | $508 | 0 | 0 | 0 |