-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
18
Open to Public Inspection
For calendar year 2018, or tax year beginning
01-01-2018
, and ending
12-31-2018
Name of foundation
RALPH A LOVEYS FAMILY CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
50 ROUTE 46 SUITE 100
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PARSIPPANY
,
NJ
07054
A Employer identification number
26-6244572
B
Telephone number (see instructions)
(973) 227-1366
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
17,953
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
110,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
110,000
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
25
Contributions, gifts, grants paid
.......
111,100
111,100
26
Total expenses and disbursements.
Add lines 24 and 25
111,100
0
111,100
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,100
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2018)
Form 990-PF (2018)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
19,053
17,953
17,953
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
19,053
17,953
17,953
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
0
0
28
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
29
Retained earnings, accumulated income, endowment, or other funds
19,053
17,953
30
Total net assets or fund balances
(see instructions)
.....
19,053
17,953
31
Total liabilities and net assets/fund balances
(see instructions)
.
19,053
17,953
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
19,053
2
Enter amount from Part I, line 27a
.....................
2
-1,100
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
17,953
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
17,953
Form
990-PF
(2018)
Form 990-PF (2018)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017
101,535
11,487
8.839122
2016
86,800
14,989
5.790913
2015
90,300
7,815
11.554702
2014
82,500
6,728
12.262188
2013
101,565
6,589
15.414327
2
Total
of line 1, column (d)
.....................
2
53.861252
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
10.772250
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5
......
4
12,357
5
Multiply line 4 by line 3
......................
5
133,113
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
133,113
8
Enter qualifying distributions from Part XII, line 4
,.............
8
111,100
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2018)
Form 990-PF (2018)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2018 estimated tax payments and 2017 overpayment credited to 2018
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2019 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
Form
990-PF
(2018)
Form 990-PF (2018)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
FOUNDATION
Telephone no.
(973) 227-1366
Located at
50 ROUTE 46 SUITE 100
PARSIPPANY
NJ
ZIP+4
07054
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2018?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2018?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2018 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2018.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
4b
No
Form
990-PF
(2018)
Form 990-PF (2018)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
RALPH LOVEYS JR
TRUSTEE
0.50
0
0
0
50 ROUTE 46 SUITE 100
PARSIPPANY
,
NJ
07054
JAMES LOVEYS
TRUSTEE
0.50
0
0
0
50 ROUTE 46 SUITE 100
PARSIPPANY
,
NJ
07054
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2018)
Form 990-PF (2018)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2018)
Form 990-PF (2018)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations,see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
12,545
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
12,545
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
12,545
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
188
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
12,357
6
Minimum investment return.
Enter 5% of line 5
..................
6
618
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
618
2a
Tax on investment income for 2018 from Part VI, line 5
......
2a
b
Income tax for 2018. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
618
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
618
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
618
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
111,100
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
111,100
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
111,100
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2018)
Form 990-PF (2018)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2017
(c)
2017
(d)
2018
1
Distributable amount for 2018 from Part XI, line 7
618
2
Undistributed income, if any, as of the end of 2018:
a
Enter amount for 2017 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2018:
a
From 2013
......
101,236
b
From 2014
......
82,164
c
From 2015
......
89,909
d
From 2016
......
86,051
e
From 2017
......
100,961
f
Total
of lines 3a through e
........
460,321
4
Qualifying distributions for 2018 from Part
XII, line 4:
$
111,100
a
Applied to 2017, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2018 distributable amount
.....
618
e
Remaining amount distributed out of corpus
110,482
5
Excess distributions carryover applied to 2018.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
570,803
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2017. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2018. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2019
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2013 not
applied on line 5 or line 7 (see instructions)
...
101,236
9
Excess distributions carryover to 2019.
Subtract lines 7 and 8 from line 6a
......
469,567
10
Analysis of line 9:
a
Excess from 2014
....
82,164
b
Excess from 2015
....
89,909
c
Excess from 2016
....
86,051
d
Excess from 2017
....
100,961
e
Excess from 2018
....
110,482
Form
990-PF
(2018)
Form 990-PF (2018)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2018, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2018
(b)
2017
(c)
2016
(d)
2015
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2018)
Form 990-PF (2018)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALZHEIMER'S ASSOCIATION
400 MORRIS AVENUE 251
DENVILLE
,
NJ
07834
NONE
PUBLIC CHARITY
TO HELP ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH.
1,000
AMERICAN SOCIETY FOR YAD VASHEM
500 FIFTH AVE 42ND FLOOR
NEW YORK
,
NY
10110
NONE
PUBLIC CHARITY
TO PRESERVE THE MEMORY OF THE SHOA AND STAND AS THE INTERNATIONAL COMMUNITY'S PREEMINENT INSTITUTIION OF HOLOCAUST EDUCTION.
1,000
ATLANTIC HOME CARE AND HOSPICE
465 SOUTH STREET
MORRISTOWN
,
NJ
07960
NONE
PUBLIC CHARITY
TO HELP PROVIDE COMPASSIONATE END OF LIFE CARE TO PEOPLE AND THEIR FAMILIES.
1,000
CALVARY PRESBYTERIAN CHURCH
144 RIDGEDALE AVENUE
FLORHAM PARK
,
NJ
07932
NONE
PUBLIC CHARITY
TO HELP BREAK THE CYCLES OF POVERTY IN THE CITY AND THE WORLD.
3,000
COMMUNITY FOOD BANK OF NJ
31 EVAN TERMINAL
HILLSIDE
,
NJ
07205
NONE
PUBLIC CHARITY
TO FIGHT HUNGER AND POVERTY IN NEW JERSEY BY ASSISTING THOSE IN NEED AND SEEKING LONG-TERM SOLUTIONS.
500
COUNTY COLLEGE OF MORRIS FOUNDATION
214 CENTER GROVE RD
RANDOLPH
,
NJ
07869
NONE
PUBLIC CHARITY
TO HELP DELIVER DYNAMIC, CHALLENGING, HIGH-QUALITY, AND ACCESSIBLE ACADEMIC PROGRAMS.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
1,500
CURBING HUNGER
140 SOUTH FINLEY AVE
BASKING RIDGE
,
NJ
07920
NONE
PUBLIC CHARITY
TO ALLEVIATE HUNGER DURING THE MOST CRITICAL PERIODS, WHEN FOOD SUPPLIES ARE LOW.
100
CURE PSP
30 E PADONIA RD SUITE 201
TIMONIUM
,
MD
21093
NONE
PUBLIC CHARITY
INCREASE AWARENESS OF PROGRESSIVE SUPRANUCLEAR PALSY, CORTICOBASAL DEGENERATION, AND OTHER ATYPICAL (AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
2,000
FLEMINGTON-RARITAN FIRST AID RESCUE SQUAD
26 NJ-12
FLEMINGTON
,
NJ
08822
NONE
PUBLIC CHARITY
PROVIDING 24 HOUR A DAY 365 DAYS A YEAR EMERGENCY COVERAGE TO INDIVIDUALS AND BUSINESSES.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
1,500
FLORHAM PARK FIRE DEPARTMENT
111 RIDGEDALE AVE
FLORHAM PARK
,
NJ
07932
NONE
PUBLIC CHARITY
SUPPORT THE EFFORTS OF THE LOCAL FIRE DEPARTMENT.
1,000
FLORHAM PARK GAZEBO COMMITTEE
111 RIDGEDALE AVE
FLORHAM PARK
,
NJ
07932
NONE
PUBLIC CHARITY
HELP SUPPORT MAINTENANCE OF THE GAZEBO'S OF FLORHAM PARK.
4,000
FRIENDS OF RANDLPHY ANIMAL POUND
97 IRONIA RD
MENDHAM
,
NJ
07945
NONE
PUBLIC CHARITY
SAVING THE LIVES OF ORPHANED PETS.
750
HEARTWORKS
192 ROUTE 202
BASKING RIDGE
,
NJ
07920
NONE
PUBLIC CHARITY
SUSTAINING THE PALPABLE KINDNESS WITNESSED IN THE WAKE AFTER SEPTEMBER 11, 2001.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
6,000
HUNTERDON PREPARATORY SCHOOL
11 SPENCER LANE
ANNANDALE
,
NJ
08801
NONE
PUBLIC CHARITY
TO HELP CREATE A SUPPORTIVE ENVIRONMENT BASED ON MUTUAL RESPECT AND A HEALTHY AND SAFE LEARNING COMMUNITY.
1,000
IBIS CHARITABLE FOUNDATION
8225 IBIS BLVD
WEST PALM BEACH
,
FL
33412
NONE
PUBLIC CHARITY
PROVIDING FINANCIAL SUPPORT TO NOT-FOR-PROFIT ORGANIZATIONS.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
2,000
IRONIA FIREMEN'S ASSOCIATION
331 DOVER CHESTER ROAD
RANDOLPH
,
NJ
07945
NONE
PUBLIC CHARITY
TO PROMOTE SOCIABILITY, TO WORK WITH EACH OTHER, TO DO ALL WE CAN FOR THE IRONIA FIREMEN'S ASSOCIATION.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
1,750
LAKE BOMOSEEN ASSOCIATION
PO BOX 655
CASTELTON
,
VT
05735
NONE
PUBLIC CHARITY
SEEK TO PRESERVE THE HISTORIC AND NATURAL BEAUTY OF LAKE BOMOSEEN.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
2,500
LANDMARK COLLEGE
RIVER ROAD SOUTH P O BOX 820
PUTNEY
,
VT
05346
NONE
PUBLIC CHARITY
HELP TRANSFORM THE WAY STUDENTS LEARN, EDUCATORS TEACH AND THE PUBLIC THINKS ABOUT EDUCATION.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
3,000
LOLLYPOP FARM
99 VICTOR RD
FAIRPORT
,
NY
14450
NONE
PUBLIC CHARITY
BUILDING LIFELONG BONDS BETWEEN PEOPLE AND ANIMALS THROUGH EDUCATION, COMMUNITY OUTREACH PROGRAMS AND THE PREVENTION OF CRUELTY.
1,000
MARKET STREET MISSION
9 MARKET STREET
MORRISTOWN
,
NJ
07960
NONE
PUBLIC CHARITY
THE MARKET STREET MISSION MINISTERS TO THE HOMELESS, HELPLESS, AND HOPELESS IN NORTHERN NJ BY MEETING THEIR PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS THROUGH A STRUCTURED PROGRAM WHICH ENABLES THEM TO LEAD RESPONSIBLE, PRODUCTIVE LIVES.
1,500
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUE
NEW YORK
,
NY
10131
NONE
PUBLIC CHARITY
RELIGIOUS, MEDICAL, EDUCATIONAL OR OTHER CHARITABLE
250
MERCY FLIGHT CENTRAL
2420 BRICKYARD RD
CANANDAIGUA
,
NY
14424
NONE
PUBLIC CHARITY
TO APPEAR FROM OUT OF THE SKY AND SAVE LIVES. WITH SPEED, SKILL AND COMPASSION.
500
MONTVILLE PET PARENTS
P O BOX 231
PINE BROOK
,
NJ
07058
NONE
PUBLIC CHARITY
TO HELP BUILD A KINDER WORLD FOR HOMLESS PETS.
500
MORRISTOWN MEMORIAL HEALTH FOUNDATION
P O BOX 1956
MORRISTOWN
,
NJ
07962
NONE
PUBLIC CHARITY
TO HELP PROVIDE THE BEST QUALITY CARE FOR PATIENTS WHILE KEEPING COSTS DOWN.
10,000
MT PLEASANT ANIMAL SHELTER
194 NJ-10
EAST HANOVER
,
NJ
07936
NONE
PUBLIC CHARITY
CREATING A COMMUNITY WHERE THERE ARE NO ABUSED, ABANDONED, NEGLECTED, OR HOMELESS ANIMALS.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
1,000
NEW BEGINNINGS FOR TOMORROW
28 DWIGHT PLACE
FAIRFIELD
,
NJ
07004
NONE
PUBLIC CHARITY
TO HELP CREATE THE BRIDGE BETWEEN THE END OF EDUCATIONAL SERVICES AND THE BEGINNING OF ADULT LIFE.
2,500
NORTH EAST QUADRANT ADVANCED LIFE SUPPORT
780 RIDGE RD
WEBSTER
,
NY
14580
NONE
PUBLIC CHARITY
PROVIDE EMERGENCY CARE AROUND THE CLOCK IN MULTIPLE WAYS TO SERVE THE EVER INCREASING POPULATION IN WHICH THEY SERVE.
1,000
OPEN DOOR MISSION
156 N PLYMOUTH AVE
ROCHESTER
,
NY
14608
NONE
PUBLIC CHARITY
CHRISTIAN RESCUE MISSION FOUNDED ON THE BELIEF THAT WITH PROPER RESOURCES HOPE CAN BE RESTORED AND LIVES OF IMPOVERISHED MEN, WOMEN AND CHILDREN OF ROCHESTER, NY COULD BE FOREVER CHANGED.
500
OVERLOOK HOSPITAL FOUNDATION
36 UPPER OVERLOOK ROAD P O BOX 220
SUMMIT
,
NJ
07902
NONE
PUBLIC CHARITY
TO DEVELOP, MANAGE, AND DISTRIBUTE RESOURCES TO ADVANCE THE DELIVERY OF HIGH-QUALITY HEALTH CARE.
4,500
PUPPIES BEHIND BARS
263 W 38TH STREET
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITY
TRAIN PRISON INMATES TO RAISE SERVICE DOGS FOR WOUNDED WAR VETERANS AND EXPLOSIVE-DETECTION CANINES FOR LAW ENFORCEMENT.
1,000
RANDOLPH RESCUE SQUAD
780 NJ-10
RANDOLPH
,
NJ
07869
NONE
PUBLIC CHARITY
PROVIDE 911 SERVICES TO RANDOLPH WITH THE CONTINUED SUPPORT OF THE COMMUNITY.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
500
RANDOLPH YMCA CAPITAL CAMPAIGN
14 DOVER CHESTER ROAD
RANDOLPH
,
NJ
07869
NONE
PUBLIC CHARITY
PROVIDE PHYSICAL, EDUCATIONAL AND SOCIAL PROGRAMS AND SERVICES WHICH MEET THE NEEDS OF OUR COMMUNITY IN A MANNER WHICH IS BOTH FISCALLY AND SOCIALLY RESPONSIBLE.
2,000
ROCHESTER REGIONAL HEALTH
100 KINGS HIGHWAY SOUTH
ROCHESTER
,
NY
14617
NONE
PUBLIC CHARITY
TO ENHANCE LIVES AND PRESERVE HEALTH BY ENABLING ACCESS TO A COMPREHENSIVE, FULLY INTEGRATED NETWORK OF THE HIGHEST QUALITY AND MOST AFFORDABLE CARE, DELIVERED WITH KINDNESS, INTEGRITY AND RESPECT.
4,000
SANDY ROLLMAN OVARIAN CANCER
2010 WEST CHESTER PIKE 410
HAVERTOWN
,
PA
19083
NONE
PUBLIC CHARITY
TO FIGHT FOR THOSE WHO ARE FIGHTING, SPEAK FOR THOSE WHO HAVE FALLEN SILENT AND PROVIDE FOR THOSE WHO ARE WORKING TOWARDS THE END OF OVARIAN CANCER.
7,500
SAVE A LIMB FUND
2401 WEST BELVEDERE AVE
BALTIMORE
,
MD
21215
NONE
PUBLIC CHARITY
SUPPORT CHILDREN BOTH DOMESTICALLY AND ABROAD AND TO SAVE THEIR LIMBS FROM AMPUTATION, GIVING THEM THE CHANCE TO ENJOY THE ACTIVITIES THAT BRING THEM CONFIDENCE AND JOY.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
3,500
SETON HALL PREP
120 NORTHFIELD AVE
ORANGE
,
NJ
07052
NONE
PUBLIC CHARITY
TO FOSTER THE SPIRITUAL, INTELLECTUAL, SOCIAL AND PHYSICAL GROWTH OF STUDENTS.
2,500
SHEPHERDS OF YOUTH
90 BROOKLAKE ROAD
FLORHAM PARK
,
NJ
07932
NONE
PUBLIC CHARITY
PROVIDE FINANCIAL ASSISTANCE FOR STUDENTS PURSING EDUCATION AS FUTURE NUNS AND PRIESTS.
1,000
SOFT BONES INC SITTIG
130 MELROSE ROAD
MOUNTAIN LAKES
,
NJ
07046
NONE
PUBLIC CHARITY
RELIGIOUS, MEDICAL, EDUCATIONAL OR OTHER CHARITABLE
1,000
ST HUBERTS ANIMAL WELFARE CENTER
575 WOODLAND AVENUE PO BOX 159
MADISON
,
NJ
07940
NONE
PUBLIC CHARITY
DEDICATED TO THE HUMANE TREATMENT OF ANIMALS. THE ORGANIZATION BELIEVES IN AND PROVIDES SERVICES THAT SUPPORT THE HUMAN-ANIMAL BOND AND SEEKS TO FOSTER AN ENVIRONMENT IN WHICH PEOPLE RESPECT ALL LIVING CREATURES.(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
4,000
ST MATTHEW THE APOSTLE PARISH
335 DOVER CHESTER RD
RANDOLPH
,
NJ
07869
NONE
PUBLIC CHARITY
A CATHOLIC COMMUNITY SEEKING OUT AND WELCOMING ALL IN A SPIRIT OF HOSPITALITY, AND EMPOWERING PEOPLE TO GROW IN DISCIPLESHIP IN JESUS CHRIST.
1,500
THE HUGS FOUNDATION
973 EAST AVENUE
ROCHESTER
,
NY
14607
NONE
PUBLIC CHARITY
TO ASSIST CHILDREN AFFECTED BY MICROTIA, CLEFT LIP AND CLEFT PALATE, AND OTHER FACIAL DEFORMITIES.
1,000
THE RAPTOR TRUST
1390 WHITE BRIDGE RD
MILLINGTON
,
NJ
07946
NONE
PUBLIC CHARITY
TO PROVIDE FREE CARE AND ASSISTANCE TO INJURED, SICK, OR ORPHANED WILD BIRDS, EDUCATE PEOPLE ABOUT WILD BIRDS, ESPECIALLY BIRDS OF PREY AND PROVIDE A HUMANE EXAMPLE FOR OTHERS.
2,000
THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN
171 CLIFTON AVE
NEWARK
,
NJ
07104
NONE
PUBLIC CHARITY
PROVIDE CHILDREN IN NEED WITH THE OPPORTUNITY TO RECEIVE A HIGH QUALITY, VALUES-BASED EDUCATION IN A NURTURING AND SAFE ENVIRONMENT. (AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
2,500
THE SEEING EYE INC
10 WASHINGTON VALLEY RD
MORRISTOWN
,
NJ
07960
NONE
PUBLIC CHARITY
BREEDS AND RAISES PUPPIES TO BECOME SEEING EYE DOGS;TRAINS SEEING EYE DOGS TO GUIDE BLIND PEOPLE;INSTRUCTS BLIND PEOPLE IN THE PROPER USE, HANDLING, AND CARE OF THE DOGS;CONDUCTS AND SUPPORTS RESEARCH ON CANINE HEALTH AND DEVELOPMENT(AMOUNT INCLUDING LAST YEAR OUTSTANDING THAT CLEARED THIS YEAR)
2,000
WEBSTER COMFORT CARE
700 HOLT RD
WEBSTER
,
NY
14580
NONE
PUBLIC CHARITY
PROVIDING COMPREHENSIVE AND COMPASSIONATE CARE TO THE TERMINALLY ILL AND THEIR FAMILIES.
1,000
WEBSTER COMMUNITY CHEST
1000 RIDGE RD
WEBSTER
,
NY
14580
NONE
PUBLIC CHARITY
UTILIZING THE ENERGY AND GOODWILL OF MANY WEBSTER RESIDENTS AND BUSINESSES TO SERVE OUR NEIGHBORS WHO NEED A HELPING HAND.
1,000
WEBSTER VOLUNTEER FIRE DEPARTMENT
35 SOUTH AVE
WEBSTER
,
NY
14580
NONE
PUBLIC CHARITY
PROVIDING CONSOLIDATED EMERGENCY AND FIRE SERVICE TO THE NORTHEASTERN PORTION OF PENFIELD AND THE EASTERN PORTION OF WEBSTER.
1,000
BASKING RIDGE FIRE COMPANY NO1
30 WASHINGTON AVE
BASKING RIDGE
,
NJ
07920
NONE
PUBLIC CHARITY
SUPPORT FIRE EMERGENCY AND FIRST AID
500
BERNARDS TOWNSHIP PBA #357
1 COLLYER LN
BASKING RIDGE
,
NJ
07920
NONE
PUBLIC CHARITY
SUPPORT POLICE DEPARTMENT
500
BERKELEY HEIGHTS VOLUNTEER RESCUE
378 SNYDER AVE
BERKELEY HEIGHTS
,
NJ
07922
NONE
PUBLIC CHARITY
SUPPORT RESCUE ORGANIZATIONS TO SAVE MORE PEOPLE
1,000
BRIDGES OUTREACHINC
120 MORRIS AVE
SUMMIT
,
NJ
07902
NONE
PUBLIC CHARITY
PROVIDING FOOD AND NECESITIES FOR PEOPLE IN NEED
1,000
CENTRAL PRESBYTERIAN CHURCH
70 MAPLE STREET
SUMMIT
,
NJ
07901
NONE
PUBLIC CHARITY
SUPPORT CHURCH
1,500
CHALLENGER MIRACLE FIELD OF ROCHESTER
1000 RIDGE ROAD
WEBSTER
,
NY
14580
NONE
PUBLIC CHARITY
PROVIDES PEOPLE IN NEED TO EXPERIENCE THE HEALTH BENEFITS AND JOY OF PLAY THROUGH BASEBALL, OTHER TEAM SPORTS
500
DAYTOP NEW JERSEY
2 6 GAUNTT PL
FLEMINGTON
,
NJ
08822
NONE
PUBLIC CHARITY
SUPPORT SUBSTANCE & MENTAL HEALTH TREATMENT FOR ADOLESCENTS, ADULTS & FAMILIES.
4,000
FOODLINK
1999 MT READ BLVD
ROCHESTER
,
NY
14615
NONE
PUBLIC CHARITY
PROVIDE FOOD FOR COMMUNITY
500
LIBERTY CORNER FIRST AID SQUAD
740 MARTINSVILLE RD
LIBERTY CORNER
,
NJ
07938
NONE
PUBLIC CHARITY
SUPPORT FIRST AID
500
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DR D
WOODBURY
,
NY
11797
NONE
PUBLIC CHARITY
SUPPORT THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH, RELENTLESSLY FOCUSED ON IMPROVING PATIENT OUTCOMES AND MAKING PROGRESS EVERY DAY.
1,500
MD ANDERSON CANCER CENTER
400 HADDON AVE
CAMDEN
,
NJ
08103
NONE
PUBLIC CHARITY
PREVENT CANCER
250
MORRIS HABITAT FOR HUMANITY
274 S SALEM ST 100
RANDOLPH
,
NJ
07869
NONE
PUBLIC CHARITY
HELP ENHANCES LIVES, AND STRENGTHENS THE COMMUNITY.
500
ORTHOPAEDIC FOOT AND ANKLE FOUNDATION
9400 W HIGGINS ROAD SUITE 220
ROSEMONT
,
IL
60018
NONE
PUBLIC CHARITY
PROMOTING ESSENTIAL EDUCATION, RESEARCH, AND HUMANITARIAN ENDEAVORS.
1,000
PARK EAST SYNAGOGUE
163 E 67TH ST
NEW YORK
,
NY
10021
NONE
PUBLIC CHARITY
CONTRIBUTE TO CHURCH
1,000
PETSMART CHARITIES
19601 N 27TH AVE
PHOENIX
,
AZ
85027
NONE
PUBLIC CHARITY
SUPPORT ADOPTED ANIMALS
500
PROJECT PURPLE
115 MAIN STREET SUITE 1
SEYMOUR
,
CT
06483
NONE
PUBLIC CHARITY
SUPPORT PANCREATIC CANCER PATIENTS
500
Total
.................................
3a
111,100
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2018)
Form 990-PF (2018)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2018)
Form 990-PF (2018)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2018)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
18
Name of the organization
RALPH A LOVEYS FAMILY CHARITABLE
FOUNDATION
Employer identification number
26-6244572
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note.
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution.
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page
2
Name of organization
RALPH A LOVEYS FAMILY CHARITABLE
FOUNDATION
Employer identification number
26-6244572
Part I
Contributors
(See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
LOVEYS FAMILY CHARITABLE ANNUITY TRUST
50 ROUTE 46 STE 100
PARSIPPANY
,
NJ
07054
$
110,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page
3
Name of organization
RALPH A LOVEYS FAMILY CHARITABLE
FOUNDATION
Employer identification number
26-6244572
Part II
Noncash Property
(See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page
4
Name of organization
RALPH A LOVEYS FAMILY CHARITABLE
FOUNDATION
Employer identification number
26-6244572
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2018 ExplnOfNonFilingWithAGStmt
Name:
RALPH A LOVEYS FAMILY CHARITABLE
FOUNDATION
EIN:
26-6244572
Statement:
THE STATE OF NEW JERSEY HAS NO REGISTRAITON REQUIREMENT FOR ORGANIZATIONS THAT DO NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT FISCAL YEAR.
-
TIN:
TY 2018 SubstantialContributorsSch
Name:
RALPH A LOVEYS FAMILY CHARITABLE
FOUNDATION
EIN:
26-6244572
Name
Address
LOVEYS FAMILY CHARITABLE ANNUTITY TRUST
50 ROUTE 46 SUITE 100
PARSIPPANY
,
NJ
07054