Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WINTRODE FAMILY FOUNDATION INC
 
% DAVID WINTRODE
Number and street (or P.O. box number if mail is not delivered to street address)375 ROUTE 72 E
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANAHAWKIN, NJ08050
A Employer identification number

20-0327062
B Telephone number (see instructions)

(732) 572-3900
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,326,935J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,395,853
2 Check bullet.............
3 Interest on savings and temporary cash investments 44,852 44,852  
4 Dividends and interest from securities... 122,388 122,388  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 764,104
b Gross sales price for all assets on line 6a 2,382,932
7 Capital gain net income (from Part IV, line 2)... 1,215,937
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........ 5,327,197 1,383,177  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 23,514 0 0 23,514
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,810 2,322    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,515 2,515    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,839 4,837 0 23,514
25 Contributions, gifts, grants paid....... 356,430 356,430
26 Total expenses and disbursements. Add lines 24 and 25 403,269 4,837 0 379,944
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,923,928
b Net investment income (if negative, enter -0-) 1,378,340
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 75,307 629,491 629,491
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 3,413,967 Click to see attachment7,307,695 10,430,580
c Investments—corporate bonds (attach schedule)....... 1,632,057 2,101,631 2,266,864
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,121,331 10,038,817 13,326,935
Liabilities 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 bullet) Click to see attachment1,805 Click to see attachment1,205
23 Total liabilities (add lines 17 through 22)......... 1,805 1,205
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,167,974 1,167,974
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,951,552 8,869,638
29 Total net assets or fund balances (see instructions)..... 5,119,526 10,037,612
30 Total liabilities and net assets/fund balances (see instructions). 5,121,331 10,038,817
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,119,526
2
Enter amount from Part I, line 27a .....................
2
4,923,928
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,043,454
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,842
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,037,612
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1 a 492396.2 SHR FIDELITY FUNDS P 2019-09-11 2020-01-06
b 400 SHRS TESLA D 2013-02-21 2020-02-13
c .757 SHR VIATRIS P 2012-07-24 2020-01-17
d 92 SHRS AMAZON D 2009-01-07 2020-09-01
e 500 SHR DEXCOM.INC D 2014-11-18 2020-01-24
719 SHRS NETFLIX D 2013-10-28 2020-04-13
LEHMAN P    
WELLS FARGO ACCT 1608 CORP STOCK P    
WELLS FARGO ACCT 1608 CORP STOCK P    
UBS ACCT 14357 BONDS P    
UBS ACCT 14357 - BONDS P    
GGH ACCT 3092 CORP STOCK P 2020-08-10 2020-11-05
GGH ACCT 3092 CORP STOCK D    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 492,368   492,406 -38
b 300,856   14,160 286,696
c 12   9 3
d 252,733   5,238 247,495
e 118,587   25,795 92,792
265,522   51,133 214,389
37     37
14,511   20,194 -5,683
8,251   8,367 -116
400,000   400,000  
65,000   65,000  
37,329   44,565 -7,236
427,726   40,141 387,585
      13
      13
      13
      13
      13
      13
      13
      13
      13
      13
      13
      13
      13
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       -38
b       286,696
c       3
d       247,495
e       92,792
      214,389
      37
      -5,683
      -116
       
       
      -7,236
      387,585
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,215,937
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 19,159
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 19,159
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,159
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,728
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,728
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 9,431
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 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 the instructions
for the 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNJ
    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
    Yes
     
    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 2020 or the taxable year beginning in 2020? 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
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletDAVID WINTRODE Telephone no.bullet (609) 597-8083

    Located atbullet375 ROUTE 72 EmanahawkinNJ ZIP+4bullet08050
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    DAVID WINTRODE President
    0     		0 0 0
    375 ROUTE 72 E
    MANAHAWKIN,NJ08050
    LISA WINTRODE Secretary
    0     		0 0 0
    375 ROUTE 72 E
    MANAHAWKIN,NJ08050
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    8,694,621
    b
    Average of monthly cash balances.......................
    1b
    203,083
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,897,704
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,897,704
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    133,466
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,764,238
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    438,212
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    438,212
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,159
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,159
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    419,053
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    419,053
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    419,053
    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
    379,944
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    379,944
    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
    379,944
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 419,053
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 107,900
    b From 2016...... 82,364
    c From 2017...... 101,113
    d From 2018...... 20,043
    e From 2019...... 199,558
    fTotal of lines 3a through e........ 510,978
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 379,944
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 379,944
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 39,109 39,109
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 471,869
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		68,791
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		403,078
    10 Analysis of line 9:
    a Excess from 2016.... 82,364
    b Excess from 2017.... 101,113
    c Excess from 2018.... 20,043
    d Excess from 2019.... 199,558
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    DAVID WINTRODE
    bList 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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    21 Plus Foundation
    1900 Route 70 Ste 12
    Manchester,NJ08759     		N/A PC General fund 10,042
    A NEED WE FEED INC
    PO BOX 461
    ISLAND HEIGHTS,NJ08732     		N/A PC General fund 1,000
    AMERICA'S KESWICK
    601 ROUTE 530
    WHITING,NJ08759     		N/A PC General fund 1,000
    America's Keswick Christian Retreat and Conference
    601 County Rd 530
    Whiting,NJ08759     		N/A PC General fund 6,805
    BEACH HAVEN VOLUNTEER FIRE COMPANY
    100 S BAY AVE
    BEACH HAVEN,NJ08008     		N/A PC General fund 110
    Belmont Abbey College
    100 Belmont-Mt Hollly Rd
    Belmont,NC28012     		N/A PC Scholarship 500
    BERKELEY SOCCER ASSOC
    PO BOX 246
    BAYVILLE,NJ08721     		N/A PC General fund 1,000
    Bloomsburg University of PA
    400 E 2nd st
    Bloomsburg,PA17815     		n/a pc Scholarship 250
    CATHOLIC CHARITIES
    383 West State Street
    Trenton,NJ08607     		N/A PC General fund 1,000
    Cedar Creek community church
    370 Nixon Ave
    Bayville,NJ08721     		N/A PC General fund 7,196
    Chatham University
    Woodland Rd
    Pittsburgh,PA15232     		n/a pc Scholarship 250
    Chestnut Hill College
    9601 Germantown Ave
    Philadelphia,PA19118     		n/a pc Scholarship 250
    CLOTHE A CHILD
    2734 SUNRISE BLVD STE 400
    PEARLAND,TX77584     		N/A PC General fund 250
    College of New Jersey
    2000 Pennington Rd
    Ewing Township,NJ08618     		n/a pc Scholarship 250
    COMM MEDICAL CENTER FOUNDATION
    99 HIGHWAY 37 WEST
    TOMS RIVER,NJ08753     		N/A PC General fund 4,000
    COUNT BASIE CENTER FOR PERFORMING ARTS
    99 MANMOUTH ST
    RED BANK,NJ07701     		N/A PC General fund 5,000
    CVIM
    730 Lacey Rd Suite G6
    Forked River,NJ08731     		N/A PC General fund 1,000
    Durham School Services Little Egg Harbor
    1540 Route 539
    LITTLE EGG HARBOR TWP,NJ08087     		N/A pc General fund 4,979
    FAMILY PROMISE OF SOUTHERN OCEAN COUNTY
    1001 S MAIN ST
    WEST CREEK,NJ08092     		N/A PC General fund 4,188
    FAU - OSHER LIFELONG LEARNING INST
    3535 PARKISIDE DRIVE
    JUPITER,FL33458     		N/A PC General fund 1,000
    FAU FOUNDATION
    777 Glades Road Adm 295
    Boca Raton,FL33431     		N/A PC General fund 1,000
    FIGHTING CHILDREN'S CANCER FOUNDATION
    55 LANE RD 300
    FAIRFIELD,NJ07004     		N/A PC General fund 1,500
    Food Bank of Monmouth & OC
    3300 NJ-66
    Neptune,NJ07753     		N/A PC General fund 4,389
    Food Bank of south Jersey
    1501 John Tipton Blvd
    Pennsauken Township,NJ08110     		N/A PC General fund 6,025
    FOSOCAS - ANIMAL SHELTER
    219 STAFFORD PARK BLVD
    STAFFORD TOWNSHIP,NJ08050     		N/A PC General fund 500
    Franciscan University of Steubenville
    1235 University Blvd
    Stuebenville,OH43952     		n/a pc Scholarship 250
    FULFILL FOOD BANK OF MANMOUTH & OCEAN COUNTY
    3300 ROUTE 66
    NEPTUNE,NJ07753     		N/A PC General fund 154,340
    Georgian Court University
    900 Lakewood Ave
    Lakewood,NJ08701     		n/a pc Scholarship 500
    GIRL SCOUT JERSEY SHORE
    1405 OLD FREEHOLD RD
    TOMS RIVER,NJ08753     		N/A PC General fund 7,715
    Greenbriar Oceanaire Womaen's club
    1 Heritgage Circle
    Waretown,NJ08758     		N/A pc General fund 125
    HABITAT FOR HUMANILTY - NORTHER OCEAN
    1214 NJ-37
    TOMS RIVER,NJ08753     		N/A PC General fund 2,000
    Hole-In-One NJ Coalition of Auto Retailers
    856 River Road
    Trenton,NJ08628     		N/A PC General fund 402
    HOLIDAY EXPRESS
    151 Industial Way East Building A
    Eatontown,NJ07724     		N/A pc General fund 1,000
    HOPE SHEDS LIGHT
    253 CHESTNUT ST
    TOMS RIVER,NJ08753     		N/A PC General fund 2,000
    Hudson Valley College
    80 Vandenburgh Ave
    Troy,NY12180     		n/a pc Scholarship 500
    INTERFAITH HEALTH & SUPPORT SERVICES
    1140 RT 72 WEST
    MANAHAWKIN,NJ08050     		N/A PC General fund 5,089
    INTERFAITH HOSPITALITY NETWORK OF OCEAN COUNTY
    407 LEXINGTON AVE
    TOMS RIVER,NJ08753     		N/A PC General fund 1,000
    James Madison University
    800 S Main st
    Harrisonburg,VA22807     		n/a pc Scholarship 250
    King of Kings Community church
    5501 Lexington Ave
    Pennsauken Township,NJ08109     		N/A PC General fund 6,304
    Lacey Twp Munisipal Alliance
    818 W Lacey Rd
    Forked River,NJ08731     		N/A PC General fund 500
    LITTLE EGG HARBOR EDUCATION FOUNDATION
    307 FROG POND RD
    LITTLE EGG HARBOR TWP,NJ08087     		N/A PC General fund 500
    LMDS PTA
    128 Barnegat Blv
    BARNEGAT,NJ08005     		N/A PC General fund 500
    LONG BEACH ISLAND ROTARY
    PO Box 500
    Ship Bottom,NJ08008     		N/A PC General fund 1,000
    Lycoming College
    One College Pl
    Williamsport,PA17701     		n/a pc Scholarship 250
    MEALS ON WHEELS
    179 S MAIN ST
    STAFFORD TOWNSHIP,NJ08050     		N/A PC General fund 1,000
    Monmouth University
    400 Cedar Ave
    West Long Branch,NJ07764     		n/a pc Scholarship 750
    Montclair university
    1 Normal Ave
    Montclair,NJ07043     		n/a pc Scholarship 250
    New Jersey City University
    2039 John F kennedy blvvd
    Jersey city,NJ07305     		n/a pc Scholarship 500
    Nova Southeastern University
    3301 College Ave
    Fort Lauderdale,FL33314     		n/a pc Scholarship 500
    Ocean County College
    1 College Drive
    TOMS RIVER,NJ08754     		n/a pc Scholarship 3,000
    OCEAN COUNTY COLLEGE FOUNDATION
    COLLEGE DRIVE
    TOMS RIVER,NJ08754     		N/A PC General fund 20,000
    OCEAN COUNTY LIBRARY FOUNDATION
    101 WASHINGTON ST
    TOMS RIVER,NJ08753     		N/A PC General fund 2,000
    Ocean County Vocational Technical School
    137 Bey Lea Rd
    TOMS RIVER,NJ08753     		n/a pc Scholarship 250
    OCEAN COUNTY YMCA
    1088 WHITTY RD
    TOMS RIVER,NJ08755     		N/A PC General fund 32,624
    OCEAN PARTNERSHIP FOR CHILDREN
    36 WASHINGTON ST 1
    TOMS RIVER,NJ08753     		N/A PC General fund 1,000
    OCEAN TOWNSHIP PTA
    555 DOW AVE
    OAKHURST,NJ07755     		N/A PC General fund 200
    OCEANS HARBOR HOUSE
    808 CONIFER ST
    TOMS RIVER,NJ08753     		N/A PC General fund 2,000
    OPEN ARMS INC
    PO BOX 4531
    TOMS RIVER,NJ08754     		N/A PC General fund 1,000
    OPERATION WARM
    50 APPLIED BANK BLVD STE 204
    GLEN MILLS,PA19342     		N/A PC General fund 5,000
    Penn State University
    201 Old Main
    University Park,PA16802     		n/a pc Scholarship 250
    PINELANDS REGIONAL CLASS OF 2020
    590 NUGENTOWN RD
    LITTLE EGG HARBOR TWP,NJ08087     		N/A PC General fund 100
    PREFERRED BEHAVIORAL HEALTH
    858 W BAY AVE
    BARNEGAT,NJ08005     		N/A PC General fund 1,000
    PTA OF LITTLE EGG HARBOR
    950 Route 539
    Little Egg Harbor,NJ08087     		N/A PC General fund 200
    ROBERT J NORRIS PLANETARIUM
    1 College Drive
    TOMS RIVER,NJ08754     		N/A PC General fund 1,995
    ROSCOMMON COUNTY COMMUNITY FOUNDATION
    701 LAKE ST
    ROSCOMMON,MI48653     		N/A PC General fund 1,000
    Rowan University
    201 Mullica hill Rd
    Glassboro,NJ08028     		n/a pc Scholarship 250
    Rutgers University
    57 US highway 1
    New Brunswick,NJ08901     		n/a pc Scholarship 750
    Sacred Heart University
    5151 Park Ave
    Fairfield,CT06825     		n/a pc Scholarship 250
    Salve Regina Universiry
    100 Ochre Point
    Newport,RI02840     		n/a pc Scholarship 250
    SOMC Foundation
    1140 ROUTE 72 W
    Manahwkin,NJ08050     		N/A PC General fund 250
    SOUTHERN OCEAN MEDICAL CENTER FOUNDATION
    1140 ROUTE 72 W
    MANAHAWKIN,NJ08050     		N/A PC General fund 1,000
    SOUTHERN RAMS AYFC
    PO BOX 133
    MANAHAWKIN,NJ08050     		N/A PC General fund 500
    SOUTHERN REGIONAL DANCE MARATHON
    90 CEDAR BRIDGE RD
    MANAHAWKIN,NJ08050     		N/A PC General fund 250
    SOUTHERN REGIONAL KEY CLUB
    90 CEDAR BRIDGE RD
    MANAHAWKIN,NJ08050     		N/A PC General fund 500
    SRBPA
    100 Gunwale Rd
    Manahawkin,NJ08050     		N/A PC General fund 350
    SSCC INC
    198 Church St
    West Creek,NJ08092     		N/A PC General fund 100
    ST JOSEPH CENTURY CLUB
    711 HOOPER AVE
    TOMS RIVER,NJ08801     		N/A PC General fund 500
    ST MARY'S CHURCH
    747 WEST BAY AVE
    BARNEGAT,NJ08005     		N/A PC General fund 400
    ST Theresa Food Bank
    450 Radio Rd
    Little Egg Harbor Town,NJ08087     		N/A PC General fund 4,952
    Stevens Institute of Technology
    1 Castle Point Terrace
    Hoboken,NJ07030     		n/a pc Scholarship 250
    STOCKTON UNIVERSITY
    101 Vera King Farris Dr
    GALLOWAY,NJ08205     		n/a pc Scholarship 1,500
    STOCKTON UNIVERSITY SEAS PROGRAM
    101 VERA KING FARRIS DR
    GALLOWAY,NJ08205     		N/A PC General fund 1,000
    THE ARC OCEAN COUNTY CHAPTER
    815 CEDAR BRIDGE AVE
    LAKEWOOD,NJ08701     		N/A PC General fund 1,550
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DR STE 100
    ARLINGTON,VA22203     		N/A PC General fund 250
    THE SALVATION ARMY OF OCEAN COUNTY
    1738 NJ-37
    TOMS RIVER,NJ08753     		N/A PC General fund 500
    TUCKERTON SEAPORT
    120 WEST MAIN ST STE 1
    TUCKERTON,NJ08087     		N/A PC General fund 5,000
    UNITED WAY OF MANMOUTH AND OCEAN COUNTY
    4814 OUTLOOK DR 107
    WALL TOWNSHIP,NJ07753     		N/A PC General fund 11,000
    University of CA Santa Barbara
    Santa Barbara
    Santa Barbara,CA93106     		n/a pc Scholarship 250
    University of Central Florida
    4000 Central Flroida Blvd
    Orlando,FL32816     		n/a pc Scholarship 500
    University of Delaware
    210 South College Ave
    Newark,DE19716     		n/a pc Scholarship 750
    University of Oklahoma
    600 Parrington Oval
    Norman,OK73019     		n/a pc Scholarship 250
    University of Tampa
    401 W kennedy Blvd
    Tampa,FL33606     		n/a pc Scholarship 250
    US Coast Guard Academy
    31 Mohegan Ave
    New London,CT06320     		n/a pc Scholarship 250
    Wagner University
    1 Campus RD
    Staten Island,NY10301     		n/a pc Scholarship 250
    Washington University
    1900 Commerce St
    Tacoma,WA98402     		n/a pc Scholarship 250
    Total .................................bullet 3a 356,430
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 44,852  
    4 Dividends and interest from securities....     14 122,388  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............     		    18 764,104  
    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)..   931,344  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    931,344
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    WINTRODE FAMILY FOUNDATION INC
     
    Employer identification number

    20-0327062
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... Arrow Bullet $  
    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. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WINTRODE FAMILY FOUNDATION INC
          		Employer identification number
    20-0327062
    Part I
    Contributors
    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
    david wintrode
    375 route 72E
     
    manahakin, NJ08050

    		$ 4,335,853


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LTD REALTY INVESTMENT VI LP
    375 ROUTE 72E
     
    MANAHAWKIN, NJ08050

    		$ 24,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CAUSEWAY FORD
    375 ROUTE 72 E
     
    MANAHAKIN, NJ08050

    		$ 24,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    CAUSEWAY HONDA
    375 ROUTE 72 E
     
    MANAHAWKIN, NJ08050

    		$ 12,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WINTRODE FAMILY FOUNDATION INC
          		Employer identification number

    20-0327062
    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
    1
    		 95 SHares Amazon stock $ 177,667 2020-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 575 shares Tesla stock $ 368,443 2020-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1949 Shares Enphase Energy stock $ 252,045 2020-12-07
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 Various Corporate securities $ 982,838 2020-07-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 Various Corporate securities $ 2,254,861 2020-11-01
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WINTRODE FAMILY FOUNDATION INC
          		Employer identification number

    20-0327062
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    WINTRODE FAMILY FOUNDATION INC
    EIN:
    20-0327062
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 23,514     23,514

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    WINTRODE FAMILY FOUNDATION INC
    EIN:
    20-0327062
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WINTRODE FAMILY FOUNDATION INC
    EIN:
    20-0327062
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVENSTMENTS CORPORATE STOCK 7,307,695 10,430,580

    TY 2020 OtherDecreasesSchedule
    Name:
    WINTRODE FAMILY FOUNDATION INC
    EIN:
    20-0327062
    Description Amount
    PRIOR PERIOD ADJUST TO STOCK BASIS 5,842


    TY 2020 OtherExpensesSchedule
    Name:
    WINTRODE FAMILY FOUNDATION INC
    EIN:
    20-0327062
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 1,553 1,553    
    OTHER EXPENSES 962 962    


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WINTRODE FAMILY FOUNDATION INC
    EIN:
    20-0327062
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO RELATED PARTIES 1,805 1,205


    TY 2020 TaxesSchedule
    Name:
    WINTRODE FAMILY FOUNDATION INC
    EIN:
    20-0327062
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 2,322 2,322    
    EXCISE TAX 18,488