BRICKMAN GROSS FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRICKMAN GROSS FAMILY FOUNDATION (EIN 43-6483092)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201103139349100715
- Schema version
- 2010v3.4
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T12:32:24-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DR | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085406313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436483092 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRICKMAN-GROSS FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O GAYLE GROSS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIC | NameControl |
| Phone | 8162922000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HOLLYCROFT LANE | AddressLine1 |
| City | LINWOOD | City |
| State | NJ | State |
| ZIP Code | 08221 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | L GAYLE GROSS | Name |
| Title | TRUSTEE | Title |
| Phone | 8168607717 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLEE S PHELAN | Name |
| Phone | 6095201188 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1441357 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3078 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3078 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 35512 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34007 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 147875 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 940422 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 147875 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1470 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 231 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 187935 | TotalRevenueAndExpenses |
| Total Net Investment Income | 185191 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 192 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 96 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 96 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 216 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 661 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 10310 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10310 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 10718 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11067 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 96 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 56540 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 56540 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 67258 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11067 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 56636 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 120677 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 174124 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 27128 | CashBOY |
| Cash EOY | 36450 | CashEOY |
| Cash EOYFMV | 36450 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 309081 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 39912 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 39912 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 99875 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 103659 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 841878 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 277529 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 380303 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 25270 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 25270 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 25041 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 53700 | InvestmentsOtherBOY |
| Investments Other EOY | 856922 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 855992 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1257057 | TotalAssetsBOY |
| Total Assets EOY | 1335958 | TotalAssetsEOY |
| Total Assets EOYFMV | 1441357 | TotalAssetsEOYFMV |
| Grants Payable BOY | 43350 | GrantsPayableBOY |
| Total Liabilities BOY | 43350 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1223240 | CapitalStockBOY |
| Capital Stock EOY | 1223240 | CapitalStockEOY |
| Retained Earnings BOY | -9533 | RetainedEarningsBOY |
| Retained Earnings EOY | 112718 | RetainedEarningsEOY |
| Total Net Assets BOY | 1213707 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1335958 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1257057 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1335958 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1213707 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 120677 | ExcessOfRevenueOverExpenses |
| Other Increases | 1574 | OtherIncreases |
| Subtotal | 1335958 | Subtotal |
| Total Net Assets Fund Balances EOY | 1335958 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| UMB #104940 SEE ATTACHED | P | 2010-01-01 | 2010-02-01 | 150145 | 138461 | 11684 | 11684 |
| UMB #104940 SEE ATTACHED | P | 2009-01-01 | 2010-12-31 | 788628 | 654086 | 134542 | 134542 |
| CAPITAL GAIN DIVIDENDS | P | 1649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 147875 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 62137 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1321942 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047004 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 94375 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1519949 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062091 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45139 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1647877 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.027392 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 74334 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1460303 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050903 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69766 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1363210 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051178 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.238568 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047714 | AverageDistributionRatio |
| Net Noncharitable Assets | 1405778 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 67075 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1741 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 68816 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 56636 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3482 | InvestmentIncomeExciseTax |
| Subtotal | 3482 | Subtotal |
| Tax Based On Investment Income | 3482 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 241 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 241 | TotalCreditsAndPayments |
| Penalty For Underpayment | 97 | PenaltyForUnderpayment |
| Tax Due | 3338 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8168607716 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| UMB BANK NA | ||||||
| PO BOX 419692 | KANSAS CITY | MO | 64141 | CO-TRUSTEE | 0 | 0 |
| L GAYLE GROSS | ||||||
| 3 HOLLYCROFT LANE | LINWOOD | NJ | 082212163 | CO-TRUSTEE | 0 | 0 |
| HOWARD J GROSS | ||||||
| 3 HOLLYCROFT LANE | LINWOOD | NJ | 082212163 | CO-TRUSTEE | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1220901 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 206285 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1427186 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1427186 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21408 | CashDeemedCharitable |
| Net Noncharitable Assets | 1405778 | NetNoncharitableAssets |
| Minimum Investment Return | 70289 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 70289 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3482 | TaxBasedOnInvestmentIncome |
| Total Tax | 3482 | TotalTax |
| Distributable Amount Before Adj | 66807 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 66807 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 66807 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 56636 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 56636 | QualifyingDistributions |
| Adj Qualifying Distributions | 56636 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 66807 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 51115 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 56636 | QualifyingDistributions |
| Applied To Year1 | 51115 | AppliedToYear1 |
| Applied To Current Year | 5521 | 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 |
| Undistributed Income CY | 61286 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| STOCKTON COLLEGE FOUNDATION | |||||||
| PO BOX 195 | POMONA | NJ | 082400195 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $13,350 |
| THE NOYES MUSEUM OF ART | |||||||
| 733 LILY LAKE ROAD | OCEANVILLE | NJ | 08231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| CONGREGATION BETH ISRAEL | |||||||
| 2501 SHORE ROAD | NORTHFIELD | NJ | 08225 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $9,430 |
| NATIONAL AUDUBON | |||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN | |||||||
| 321 SHORE ROAD | SOMERS POINT | NJ | 08244 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTIONS | $200 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DRIVE SUITE 2000 | CHICAGO | IL | 606012200 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2134 G STREET NW | WASHINGTON | DC | 20052 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTIONS | $500 |
| GROW SANTA FE COMMUNITY COLLEGE FOUNDATION | |||||||
| 6401 RICHARDS AVE | SANTA FE | NM | 875084887 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| HACKLEY SCHOOL | |||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTIONS | $500 |
| HAWK MOUNTAIN SANCTUARY ASSOCIATION | |||||||
| 1700 HAWK MOUNTAIN ROAD | KEMPTON | PA | 19529 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $250 |
| HUMANE SOCIETY OF ATLANTIC COUNTY | |||||||
| 1401 ABSECON BLVD | ATLANTIC CITY | NJ | 08401 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $300 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| SIERRA CLUB | |||||||
| 145 WEST HANOVER ST | TRENTON | NJ | 08618 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| THE ARC OF ATLANTIC COUNTY | |||||||
| 6550 DELILAH ROAD SUITE 101 | EGG HARBOR TOWNSHIP | NJ | 08234 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| JEWISH FEDERATION - ATLANTIC AND CAPE MAY COUNTIES | |||||||
| 501 N JEROME AVENUE | MARGATE | NJ | 08402 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTIONS | $8,180 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $4,500 |
| THE SEEING EYE | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 079630375 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $200 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| TUFTS UNIVERSITY | |||||||
| 35 PROFESSORS ROW | MEDFORD | MA | 02155 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| UNITED PLANT SAVERS | |||||||
| PO BOX 400 | EAST BARRE | VT | 05649 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| UNITED WAY OF ATLANTIC COUNTY | |||||||
| 4 E JIMMIE LEEDS RD 10 | GALLOWAY | NJ | 08205 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 200371193 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| American Indian Education Foundation | |||||||
| PO BOX 27491 | ALBUQUERQUE | NM | 871259847 | n/a | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD | ATLANTA | GA | 30322 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $300 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AK | 722038058 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $300 |
| NATIONAL WILDLIFE FUND | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| JEWISH FAMILY SERVICES | |||||||
| 607 N JEROME AVENUE | MARGATE | NJ | 084021527 | NA | public charity | CHARITABLE CONTRIBUTION | $1,650 |
| COMMUNITY FOOD BANK OF NEW JERSEY | |||||||
| 6735 BLACK HORSE PIKE | EGG HARBOR TOWNSHIP | NJ | 082343901 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| COSTEAU SOCIETY INC | |||||||
| 732 Eden Way North | Chesapeake | VA | 23320 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150 |
| GREENPEACE | |||||||
| 702 H STREET SUITE 300 | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $700 |
| KANSAS CITY BALLET | |||||||
| 500 W PERSHING ROAD | KANSAS CITY | MO | 64108 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150 |
| MAZON INC | |||||||
| 1900 S Bundy Dr | Los Angeles | CA | 90025 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $400 |
| NORTH AMERICAN RIDING HANDICAPPED ASSOC | |||||||
| PO Box 33150 | Denver | CO | 80233 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| SHEPARD CENTER | |||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | N/A | public charity | CHARITABLE CONTRIBUTION | $200 |
| SHIRLIE MAE BREAST CANCER FUND | |||||||
| PO Box 3265 | Margate | NJ | 08402 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150 |
| WILDERNESS AWARENESS school | |||||||
| PO Box 219 PMB 137 | Duvall | WA | 98019 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| ATLANTIC CITY RESCUE MISSION | |||||||
| PO Box 5358 | atlantic city | NJ | 08404 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $400 |
| American Indian Relief Council | |||||||
| PO BOX 6200 | RAPID CITY | SD | 57709 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| Crohn's & Colitis Foundation of America | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $200 |
| The Dian Fossey Gorilla Fund International | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| Council of Indian Nations | |||||||
| PO BOX 1800 | APACHE JUNCTION | AZ | 85117 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| SEASHORE GARDENS ASSOCIATION | |||||||
| 22 WEST JIMMIE LEEDS RD | GALLOWAY TOWNSHIP | NJ | 08205 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| SISTER JEAN'S SOUP KITCHEN | |||||||
| 1013 PACIFIC AVE | ATLANTIC CITY | NJ | 08401 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $180 |
| United States Olympic ASSOCIATION | |||||||
| PO BOX 7010 | ALBERT LEA | MN | 56007 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 56540 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,078 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,512 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,470 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $147,875 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $187,935 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 187935 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $192 | Amount |
| Net Investment Income | 96 | NetInvestmentIncome |
| Disbursements Charitable Prps | 96 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REALIZED GAIN AND LOSS REPORT | Identifier |
| Return Reference | 2010 FORM 990-PF PART IV | ReturnReference |
| Explanation | SEE ATTACHED REALIZED GAIN AND LOSS REPORT (2 PAGES). | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 25270 | EOYBookValue |
| EOYFMV | 25041 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS - EQUITIES | NameOfStock |
| EOY Book Value | 277529 | EOYBookValue |
| EOYFMV | 380303 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 99875 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 103659 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY FUND | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 856922 | BookValue |
| EOYFMV | 855992 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| AGENCY FEES | 1000 | 1000 |
| INVESTMENT MANAGEMENT FEES | 9310 | 9310 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Miscellaneous income | 1239 | |
| Class action lawsuit proceeds | 231 | 231 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR YEAR ADJUSTMENT | $1,572 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID NET OF RFND | Category |
| Amount | $216 | Amount |
| Net Investment Income | 661 | NetInvestmentIncome |