KROON FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KROON FOUNDATION INC (EIN 22-3299243)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-11
- IRS object ID
- 201311629349100106
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-11T12:17:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421574197 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPPICCILLE & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WEST MT PLEASANT AVENUE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | 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 | 223299243 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KROON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KROO | NameControl |
| Phone | 9739949122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CAPPICCILLE615 WMT PLEASANT AVE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD E KROON | Name |
| Title | PRESIDENT | Title |
| Phone | 9739944021 | Phone |
| Date Signed | 2013-06-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA M STEFANELLI | Name |
| PTIN | P00849568 | PTIN |
| Phone | 9739949122 | 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 | 3559356 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 695 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 20 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 123017 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 123017 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 133202 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 748169 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 133202 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 256934 | TotalRevenueAndExpenses |
| Total Net Investment Income | 256239 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2500 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 137 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 137 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2637 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 137 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 171950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 171950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 174587 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 137 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 171950 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 82347 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 256102 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 119755 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 126569 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 126569 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2104683 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2177079 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2476625 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 978175 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 981312 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 956162 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3202613 | TotalAssetsBOY |
| Total Assets EOY | 3284960 | TotalAssetsEOY |
| Total Assets EOYFMV | 3559356 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 499971 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 499971 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2702642 | RetainedEarningsBOY |
| Retained Earnings EOY | 2784989 | RetainedEarningsEOY |
| Total Net Assets BOY | 3202613 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3284960 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3202613 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3284960 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3202613 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 82347 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3284960 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3284960 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 1,300 SHS ISHARES RUSSELL 2000 INDEX FD | P | 105106 | 102544 | 2562 | 2562 |
| 700 SHS SPDR TRUST SERIES 1 | P | 98488 | 76511 | 21977 | 21977 |
| 3,500 SHS SPDR TRUST SERIES | P | 498690 | 416713 | 81977 | 81977 |
| EL PASO CORPORATION | P | 42415 | 15961 | 26454 | 26454 |
| KINDER MORGAN CIL | P | 2 | 1 | 1 | 1 |
| 91 SHS AOL | P | 2730 | 2531 | 199 | 199 |
| 300 SHS SANOFI | P | 525 | 706 | -181 | -181 |
| NRG CIL | P | 2 | 2 | 2 | |
| CAPITAL GAINS DIVIDENDS | P | 211 | 211 | 211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 133202 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 151950 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3351115 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045343 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 142000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3005883 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047241 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 148000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2958514 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050025 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 288352 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4663830 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.061827 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 250000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5628083 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044420 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248856 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049771 | AverageDistributionRatio |
| Net Noncharitable Assets | 3412265 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 169832 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2561 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 172393 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 171950 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5122 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5122 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5122 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2603 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7500 | TaxPaidWithExtension |
| Total Credits And Payments | 10103 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 4980 | Overpayment |
| Amount Credited To Next Year | 4980 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL CAPPICCILLE CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9739949122 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WEST MT PLEASANT AVE LIVINGSTON | AddressLine1 |
| Address Line2 | NJ | AddressLine2 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD E KROON | ||||||||
| 102 WEST RIVER ROAD | RUMSON | NJ | 07760 | PRES. & TREAS | 1.00 | 0 | 0 | 0 |
| MARY JANE SHEEHAN KROON | ||||||||
| 102 WEST RIVER ROAD | RUMSON | NJ | 07760 | SECRETARY | 1.00 | 0 | 0 | 0 |
| DAVID FLEMING KROON | ||||||||
| 15 OVERLOOK ROAD | WHITEHOUSE STATION | NJ | 08889 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3291907 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 172321 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3464228 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3464228 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51963 | CashDeemedCharitable |
| Net Noncharitable Assets | 3412265 | NetNoncharitableAssets |
| Minimum Investment Return | 170613 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 170613 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5122 | TaxBasedOnInvestmentIncome |
| Total Tax | 5122 | TotalTax |
| Distributable Amount Before Adj | 165491 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 165491 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 165491 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 171950 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 171950 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 171950 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 165491 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 160370 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 171950 | QualifyingDistributions |
| Applied To Year1 | 160370 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11580 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 153911 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD E KROON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARC OF MONMOUTH | |||||||
| 1158 WAYSIDE ROAD | TINTON FALLS | NJ | 07712 | N/A | PUBLIC | GENERAL | $1,200 |
| CLASSICAL HOMES PRESERVATION TRUST | |||||||
| 69 EAST 93RD ST | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL PURPOSES | $10,000 |
| COMMUNITY FOUNDATION | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC | GENERAL PURPOSES | $50,500 |
| COUNT BASIE THEATRE | |||||||
| 99 MONMOUTH STREET | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSES | $15,000 |
| FAMILY AND CHILDRENS SERVICES | |||||||
| 191 BATH AVENUE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC | GENERAL PURPOSES | $750 |
| FOOD BANK OF MONMOUTH COUNTY | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| HARVARD GRADUATE SCHOOL | |||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| HOLIDAY EXPRESS | |||||||
| PO BOX 6487 | FAIR HAVEN | NJ | 07704 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| INTERNATIONAL WOMAN'S HEALTH COALITION | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSES | $2,000 |
| MANHATANVILLE COLLEGE | |||||||
| 2900 PURCHASE STREET | PURCHASE | NY | 10577 | NONE | PUBLIC | GENERAL PURPOSES | $2,000 |
| METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSES | $7,500 |
| MONMOUTH COUNTY HISTORICAL SOCIETY | |||||||
| 70 COURT STREET | FREEHOLD | NJ | 07728 | N/A | PUBLIC | GENERAL | $3,000 |
| NARAL | |||||||
| 1156 FIFTEENTH STREET NW STE 700 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| NEW JERSEY SEEDS | |||||||
| 494 BROAD STREET | NEWARK | NJ | 07102 | NONE | PUBLIC | GENERAL PURPOSES | $2,000 |
| PARKER FAMILY HEALTH CENTER | |||||||
| 211 SHREWSBURY AVE | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| PHELPS ASSOCIATION | |||||||
| YORK STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| PHI BETA KAPPA | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| POLICEMEN'S BENEVOLENT ASSOCIATION | |||||||
| RUMSON | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSES | $2,500 |
| PROJECT SMILE | |||||||
| PO BOX 336 | HOPDALE | MA | 01747 | N/A | PUBLIC | GENERAL | $1,000 |
| RED BANK REGIONAL SOCIETY | |||||||
| 101 RIDGE ROAD | LITTLE SILVER | NJ | 07739 | NONE | PUBLIC | GENERAL PURPOSES | $10,000 |
| RED BANKCOMMUNITY YMCA | |||||||
| 113 TINDALL ROAD | MIDDLETOWN | NJ | 07748 | N/A | PUBLIC | GENERAL | $5,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| RIVERVIEW MEDICAL CENTER | |||||||
| 1 RIVERVIEW PLAZA | RED BANK | NJ | 07701 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| RUMSON EMERGENCY EMS | |||||||
| ONE WILSON CIRCLE | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| RUMSON VOLUNTEER FIRE | |||||||
| 140 E RIVER ROAD | RUMSON | NJ | 07760 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| SEA BRIGHT RISING | |||||||
| PO BOX 6245 | FAIR HAVEN | NJ | 07704 | N/A | PUBLIC | GENERAL | $5,000 |
| SHORE CLUBHOUSE | |||||||
| PO BOX 8446 | RED BANK | NJ | 07701 | N/A | PUBLIC | GENERAL | $10,000 |
| SISTERS OF MERCY OF NJ | |||||||
| 1645 HIGHWAY 22 | WATCHUNG | NJ | 07060 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| ST PHILIPS ACADEMY | |||||||
| 18 WASHINGTON PLACE | NEWARK | NJ | 07102 | NONE | PUBLIC | GENERAL PURPOSES | $2,000 |
| THE JED FOUNDATION | |||||||
| 1140 BROADWAY | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL | $2,000 |
| TWO RIVER THEATRE | |||||||
| 21 BRIDGE AVENUE | RED BANK | NJ | 07701 | N/A | PUBLIC | GENERAL | $5,000 |
| WNET | |||||||
| 450 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 171950 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $123,017 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $133,202 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $256,239 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 256239 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 981312 | EOYBookValue |
| EOYFMV | 956162 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 2177079 | EOYBookValue |
| EOYFMV | 2476625 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MORGAN STANLEY ACCOUNT FEES | Description |
| Revenue And Expenses Per Books | 137 | RevenueAndExpensesPerBooks |
| Net Investment Income | 137 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |