WALDELE FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WALDELE FAMILY FOUNDATION INC (EIN 22-3774572)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-04
- IRS object ID
- 201231259349101103
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-04T15:18:55-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222097516 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capaldi Reynolds & Pelosi PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 Tilton Road | AddressLine1 |
| City | Northfield | City |
| State | NJ | State |
| ZIP Code | 08225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223774572 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Waldele Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALD | NameControl |
| Phone | 2122365163 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 Pleasant Plains Road | AddressLine1 |
| City | Stirling | City |
| State | NJ | State |
| ZIP Code | 07980 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert J Waldele | Name |
| Title | President | Title |
| Phone | 2122365163 | Phone |
| Date Signed | 2012-04-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Therese M Connell | Name |
| PTIN | P00620530 | PTIN |
| Phone | 6096414000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10900 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 31140 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 412 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 412 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 23893 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 36078 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23893 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 55451 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24311 | 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 |
| Accounting Fees Rev And Expnss | 640 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 640 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 35 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 30 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 675 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 670 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36175 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36170 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 19276 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24311 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3415 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3736 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3736 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 22147 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 13462 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7164 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 25562 | TotalAssetsBOY |
| Total Assets EOY | 17198 | TotalAssetsEOY |
| Total Assets EOYFMV | 10900 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 25562 | UnrestrictedBOY |
| Unrestricted EOY | 17198 | UnrestrictedEOY |
| Total Net Assets BOY | 25562 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17198 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 25562 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17198 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 25562 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 19276 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 44838 | Subtotal |
| Other Decreases | 27640 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17198 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | 30582 | 3500 | 27082 | 27082 |
| Publicly Traded Securities | P | 5496 | 8685 | -3189 | -3189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23893 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14365 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19046 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.754227 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 42296 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 21437 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.973037 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22165 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 38134 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.581240 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 14133 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 70657 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.200023 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56995 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 95274 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.598222 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.106749 | TotalDistributionRatio |
| Average Distribution Ratio | 0.821350 | AverageDistributionRatio |
| Net Noncharitable Assets | 22047 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18108 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 243 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18351 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36170 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 243 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 243 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 243 | 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 | 1 | 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 | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2122365163 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 Pleasant Plains Road | AddressLine1 |
| City | Stirling | City |
| State | NJ | State |
| ZIP Code | 07980 | 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 | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Robert J Waldele | ||||||||
| 209 Pleasant Plains Road | Stirling | NJ | 07980 | President | 1.00 | 0 | 0 | 0 |
| Susanne C Waldele | ||||||||
| 209 Pleasant Plains Road | Stirling | NJ | 07980 | Secretary | 1.00 | 0 | 0 | 0 |
| Debra Waldele Champagne | ||||||||
| 50 Sturbridge Lane | Greensboro | NC | 27408 | Director | 1.00 | 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 | 11535 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10848 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 22383 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 22383 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 336 | CashDeemedCharitable |
| Net Noncharitable Assets | 22047 | NetNoncharitableAssets |
| Minimum Investment Return | 1102 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1102 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Total Tax | 243 | TotalTax |
| Distributable Amount Before Adj | 859 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 859 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 859 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36170 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 36170 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 243 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35927 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 859 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 52347 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10643 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 20438 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 41242 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 13423 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 138093 | TotalExcessDistriCarryover |
| Qualifying Distributions | 36170 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 859 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 35311 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 173404 | 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 | 52347 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 121057 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10643 | ExcessFromYear4 |
| Excess From Year3 | 20438 | ExcessFromYear3 |
| Excess From Year2 | 41242 | ExcessFromYear2 |
| Excess From Year1 | 13423 | ExcessFromYear1 |
| Excess From Current Year | 35311 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert J Waldele | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Cherished Creations | |||||||
| 343 Snyder Avenue | Berkeley Heights | NJ | 07922 | None | Public Charity | support cause | $4,000 |
| Eric LeGrand Believe Fund | |||||||
| One Palmer Square Suite 201 | Princeton | NJ | 08542 | None | Public Charity | support cause | $2,000 |
| Girls on the Run | |||||||
| 120 Cottage Place | Charlotte | NC | 28207 | None | Public Charity | support cause | $5,000 |
| Our House Inc | |||||||
| 76 Floral Ave | Murray Hill | NJ | 07974 | None | Public Charity | support cause | $1,000 |
| Saint Vincent De Paul School | |||||||
| 250 Bebout Ave | Stirling | NJ | 07980 | None | Public Charity | support cause | $5,000 |
| Stanley W Marczyk Scholarship Fund | |||||||
| 505 Cape Island Ct | Egg Harbor Twp | NJ | 08234 | None | Public Charity | support cause | $1,000 |
| The Greater NYC Affiliate of Susan G Komen | |||||||
| 470 Seventh Avenue 7th Fl | New York | NY | 10018 | None | Public Charity | support cause | $2,500 |
| Tri-County Scholarship Fund | |||||||
| 4 Century Drive | Parsipanny | NJ | 07054 | None | Public Charity | support cause | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35500 | 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 | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $412 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,893 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,311 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24311 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Robert J Waldele | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 Pleasant Plains Road | AddressLine1 |
| City | Stirling | City |
| State | NJ | State |
| ZIP Code | 07980 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 31140 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1,000 shares of United Rental Inc common stock | NoncashPropertyDescription |
| Fair Market Value | 31140 | FairMarketValue |
| Date Received | 2011-02-07 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Capaldi, Reynolds & Pelosi | Category |
| Amount | $640 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 640 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Corporate stock - publicly traded | NameOfStock |
| EOY Book Value | 13462 | EOYBookValue |
| EOYFMV | 7164 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Difference between FMV and book value of donated stock subsequently sold | Description |
| Amount | $27,640 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| Robert J Waldele | |||
| 209 Pleasant Plains Road | Stirling | NJ | 07980 |
| Susanne C Waldele | |||
| 209 Pleasant Plains Road | Stirling | NJ | 07980 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| US Treasury | $5 | 0 | 0 |
| NJ Consumer Affairs | $30 | 0 | 30 |