-
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. 1545-0047
20
25
Open to Public Inspection
For calendar year 2025, or tax year beginning
01
-
01
2025, and ending
12
-
31
, 20
25
Name of foundation
Manasquan Bank Charitable Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)
2221 Landmark Place
Room/suite
City or town
Wall Township
State or province
NJ
Country
ZIP or foreign postal code
08736
A Employer identification number
46-3137444
B
Telephone number (see instructions)
7322928464
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
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)
$
567,329
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)
480,000
2
Check
.................
3
Interest on savings and temporary cash investments
643
643
643
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)
...
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
........
480,643
643
643
13
Compensation of officers, directors, trustees, etc.
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
.......
428,690
428,690
26
Total expenses and disbursements.
Add lines 24 and 25
................
428,690
0
428,690
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
51,953
b
Net investment income
(if negative, enter -0-)
643
c
Adjusted net income
(if negative, enter -0-)
...
643
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2025)
Form 990-PF (2025)
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
.............
546,477
567,329
567,329
2
Savings and temporary cash investments
.........
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)
546,477
567,329
567,329
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
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
546,477
567,329
29
Total net assets or fund balances
(see instructions)
.....
546,477
567,329
30
Total liabilities and net assets/fund balances
(see instructions)
.
546,477
567,329
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
546,477
2
Enter amount from Part I, line 27a
.....................
2
51,953
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
598,430
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
31,101
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b)
..
6
567,329
Form
990-PF
(2025)
Form 990-PF (2025)
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
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)
1
9
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
9
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
9
6
Credits/Payments:
a
2025 estimated tax payments and 2024 overpayment credited to 2025
6a
b
Exempt foreign organizations—tax withheld at source
......
6b
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
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
.......
9
9
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 2026 estimated tax
0
Refunded
11
For Refunded amount, also complete and attach Form 8050. See instructions.
Form
990-PF
(2025)
Form 990-PF (2025)
Page
4
Part VI-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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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 XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
List of Attached Documents:
// Content
...............................
10
Yes
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
Catherine Franzoni
Telephone no.
(732) 292-8464
Located at
2221 Landmark Placee
Wall Township
NJ
ZIP+4
08736
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 2025, 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
Form
990-PF
(2025)
Form 990-PF (2025)
Page
5
Part VI-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?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
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)?
......................
1a(5)
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.)
...............
1a(6)
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
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
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 2025?
.............
1d
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?
....................
2a
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?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.)
.....................
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 2025?
..
4b
No
Form
990-PF
(2025)
Form 990-PF (2025)
Page
6
Part VI-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))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
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?
.............
5a(5)
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
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
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?
.................
5d
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?
.............................
6a
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?
7a
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?
.........................
8
No
Part VII
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
Ruth Harms
Trustee
0.00
0
812 Ashley Avenue
Brielle
,
NJ
08730
Lisa Roettger
Trustee
0.00
0
620 Peter Pl
Brick
,
NJ
08723
Janine Akey
Trustee
0.00
0
26 Plainfield Avenue
Metuchen
,
NJ
08840
James S Vaccaro
Trustee
0.00
0
613 North Edgemere Drive
West Allenhurst
,
NJ
07711
Catherine D Franzoni
Treasurer
0.00
0
2101 Evergreen Ln
Point Pleasant
,
NJ
08742
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
...................
Form
990-PF
(2025)
Form 990-PF (2025)
Page
7
Part VII
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
.............
Part VIII-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 VIII-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
.........................
Form
990-PF
(2025)
Form 990-PF (2025)
Page
8
Part IX
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
556,034
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, 1b, and 1c)
.......................
1d
556,034
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
3
Subtract line 2 from line 1d
.........................
3
556,034
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
8,341
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
547,693
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
27,385
Part X
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 IX, line 6
..................
1
27,385
2a
Tax on investment income for 2025 from Part V, line 5
.......
2a
9
b
Income tax for 2025. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
9
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
27,376
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
27,376
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
27,376
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d)
..........
1a
428,690
b
Program-related investments—total from Part VIII-B
..................
1b
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 XII, line 4.
.......
4
428,690
Form
990-PF
(2025)
Form 990-PF (2025)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1
Distributable amount for 2025 from Part X, line 7
27,376
2
Undistributed income, if any, as of the end of 2025:
a
Enter amount for 2024 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2025:
a
From 2020
......
304,953
b
From 2021
......
126,059
c
From 2022
......
185,796
d
From 2023
......
237,253
e
From 2024
......
283,784
f
Total
of lines 3a through e
........
1,137,845
4
Qualifying distributions for 2025 from Part
XI, line 4:
$
428,690
a
Applied to 2024, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2025 distributable amount
.....
27,376
e
Remaining amount distributed out of corpus
401,314
5
Excess distributions carryover applied to 2025.
(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
1,539,159
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
...........
e
Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026
..........
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 2020 not
applied on line 5 or line 7 (see instructions)
...
304,953
9
Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a
......
1,234,206
10
Analysis of line 9:
a
Excess from 2021
....
126,059
b
Excess from 2022
....
185,796
c
Excess from 2023
....
237,253
d
Excess from 2024
....
283,784
e
Excess from 2025
....
401,314
Form
990-PF
(2025)
Form 990-PF (2025)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-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 2025, 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 IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2025
(b)
2024
(c)
2023
(d)
2022
b
85% (0.85) of line 2a
.......
c
Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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, 2b, 2c, and 2d. 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
(2025)
Form 990-PF (2025)
Page
11
Part XIV
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
Hearts of Mercy
364 N Main Street
Manahawkin
,
NJ
08005
Donee
Educational support for youths
3,000
Surflight Theatre
201 Engleside Avenue
Beach Haven
,
NJ
08008
Donee
Professional live theatre
2,000
Allaire Community Farm
1923 Baileys Corner Rd
Wall
,
NJ
07719
Donee
Working farm
5,000
InfoAge Science and History Museum
2201 Marconi Road
Wall
,
NJ
07719
Donee
Scientific innovation
3,000
Bridging the Gap for Veterans
2517 Highway 35
Manasquan
,
NJ
08736
Donee
General program support
2,500
Visiting Nurse Association of Central NJ
3600 State Route 66
Tinton Falls
,
NJ
07753
Donee
Community health services
5,000
Monmouth County Boy Scouts of America
705 Ginesi Drive
Morganville
,
NJ
07751
Donee
General program support
3,500
Mercy Center
1106 Main Street
Asbury Park
,
NJ
07712
Donee
General program support
13,000
Mommouth Arts Council
130 Maple Ave
Red Bank
,
NJ
07701
Donee
Arts programs
2,500
YMCA of Metuchen Edison etc
483 Middlesex Avenue
Metuchen
,
NJ
08840
Donee
Youth programs
7,500
Collier Youth Services
160 Conover Road
Wickatunk
,
NJ
07765
Donee
Youth services
2,500
Mental Health Association of Monmouth Ct
106 Apple Street
Tinton Falls
,
NJ
07724
Donee
Health services
5,000
Monmouth Symphony Orchestra
68 White Street
Red Bank
,
NJ
07701
Donee
Promote orchestral music
1,000
The Arc Ocean County Chapter
393 Mantoloking Road
Brick
,
NJ
08723
Donee
Opportunities for individuals with disabilities
3,500
Crohns & Colitis Foundation
766 Shrewsbury Avenue
Tinton Falls
,
NJ
07724
Donee
Medical research
2,500
Make-A-Wish NJ
1384 Perrineville Road
Monroe Twp
,
NJ
08831
Donee
Assist children with critical illnesses
2,500
SCAN Senior Citizens Activities Network
180 Monmouth Mall
Eatontown
,
NJ
07724
Donee
Assist senior citizens
3,000
The Valerie Fund
2101 Millburn Avenue
Maplewood
,
NJ
07040
Donee
Assist children with illnesses
2,500
Oceans Harbor House
808 Conifer Street
Toms River
,
NJ
08753
Donee
Assist vulnerable youths
2,500
Common Ground Grief Center
67 Taylor Avenue
Manasquan
,
NJ
08736
Donee
Group support
3,000
Asbury Park Music Foundation
621 Lake Avenue
Asbury Park
,
NJ
07712
Donee
Music education
2,000
Services for Children with Hidden Intell
1771 Madison Avenue
Lakewood
,
NJ
08701
Donee
Assist underprivileged children
1,500
Lunch Break Inc
121 Drs James Parker Blvd
Red Bank
,
NJ
07701
Donee
Food and clothing for needy
12,500
ISRC Veterans Non Profit
62 Foxglove Street
Brown Mills
,
NJ
08015
Donee
Financial support for veterans
2,000
Community Medical Center Foundation
99 Route 37 West
Toms River
,
NJ
08755
Donee
Hospital foundation
5,000
The Sandy Hook Foundation
84 Mercer Rd
Highlands
,
NJ
07732
Donee
Resources for recreation area
2,000
CONTACT of Monmouth & Ocean Counties
PO Box 1121
Toms River
,
NJ
08754
Donee
Crisis intervention
2,500
Jewish Federation of Ocean County
1235 A Route 70
Lakewood
,
NJ
08701
Donee
Community welfare
2,300
Tigger House Foundation
93 Shrewsbury Avenue
Red Bank
,
NJ
07701
Donee
Substance abuse awareness
3,000
CASA for Children of Monmouth County
1806 State Route 35
Oakhurst
,
NJ
07755
Donee
Advocates for neglected families
5,000
Just Believe Inc
200 Corporate Circle
Toms River
,
NJ
08754
Donee
Veterans support
3,000
Monmouth Medical Center Found - Souther
600 River Avenue
Lakewood
,
NJ
08701
Donee
Hospital foundation
5,000
Manasquan VFW Post 1838
30 Ridge Avenue
Manasquan
,
NJ
08736
Donee
Support for veterans
2,000
Mignolo Arts
119 Main Street
Metuchen
,
NJ
08840
Donee
Colloborative community arts
1,000
CASA of Ocean County
1035 Hooper Avenue
Toms River
,
NJ
08753
Donee
Advocates for vulnerable children
2,500
Covenant House New Jersey
330 Washington Street
Newark
,
NJ
07102
Donee
Homelessness support
3,000
Torch Leadership Academy
148 Heather Road
Oaklyn
,
NJ
08107
Donee
Personal development cultivation
1,000
Parker Family Health Center
211 Shrewsbury Avenue
Red Bank
,
NJ
07701
Donee
Free medical care facility
5,000
Meals on Wheels of Ocean County
PO Box 610
Manahawkin
,
NJ
08050
Donee
Senior citizens home meals
2,000
Town Clock Community Development Corp
11 Bayard Street
New Brunswick
,
NJ
08901
Donee
Affordable housing
5,000
Chariot Riders Inc
3170 Chariot Court
Manchester
,
NJ
08759
Donee
Therapeutic horseback riding
1,000
Northern Ocean Habitat for Humanity
1620 Route 37 East
Toms River
,
NJ
08753
Donee
Building homes
2,500
Monmouth Regional Chamber of Commerce
330 Mounts Corner Drive
Freehold
,
NJ
07728
Donee
General program support
1,000
Just Us Girls
PO Box 663
Manasquan
,
NJ
08736
Donee
General program support
2,500
Dress for Success Central NJ
3131 Princeton Pike
Lawrenceville
,
NJ
08468
Donee
General program support
2,500
Emergency Housing and Advocacy Program
41 Throckmorton Street
Freehold
,
NJ
07728
Donee
General program support
1,000
No Limits Cafe
418 Route 35
Red Bank
,
NJ
07701
Donee
General program support
2,500
Asbury Park Arts Council
810 4th Avenue
Asbury Park
,
NJ
07712
Donee
General program support
1,500
Mission First Housing Group
2042-48 Arch Street
Philadelphia
,
PA
19103
Donee
General program support
1,000
Project Write Down
68 White Street
Red Bank
,
NJ
07701
Donee
General program support
1,000
Homesharing Inc
120 Finedern Ave
Bridgewater
,
NJ
08807
Donee
General program support
2,500
Chef Lous Army
1840 Northwest Drive
Point Pleasant
,
NJ
08742
Donee
General program support
1,500
Fighting Childrens Cancer Foundation
55 Lane Road
Fairfield
,
NJ
07004
Donee
General program support
1,000
Shore Saves
1 Daybreak Ct
Farmingdale
,
NJ
07727
Donee
General program support
1,500
Wall Business and Finance Academy
1630 18th Avenue
Wall
,
NJ
07719
Donee
General program support
1,500
USAR Drone Team
425 1st Avenue
Manasquan
,
NJ
08736
Donee
Generl program support
1,000
Metuchen Education Foundation
PO Box 328
Metuchen
,
NJ
08840
Donee
General program support
5,000
NJ Historical Divers Association Inc
107 Wilson Rd
Neptune
,
NJ
07753
Donee
General program support
500
Saint Joseph High School
145 Plainfield Avenue
Metuchen
,
NJ
08840
Donee
General program support
5,000
Monmouth Regional Chamber of Commerce
330 Mount Corner Drive
Freehold
,
NJ
07728
Donee
General program support
1,000
First Presbyterian Church of Metuchen
270 Woodbridge Avenue
Metuchen
,
NJ
08840
Donee
General program support
10,000
Veterans United Military Memorial Museum
5576 Route 9
Tuckerton
,
NJ
08087
Donee
General program support
2,000
Kindness Cafe
PO Box 504
Manasquan
,
NJ
08736
Donee
General program support
5,000
Toward the Lord LLC
23 Moonlight Way
Howell
,
NJ
07731
Donee
General program support
2,000
Monmouth Day Care Center
9 Drs James Parker Blvd
Red Bank
,
NJ
07701
Donee
General program support
2,000
Swing for a Cure
21 Elm Drive
Neptune
,
NJ
07753
Donee
General program support
1,000
Alliance for a Living Ocean
816 Long Beach Blvd
Ship Bottom
,
NJ
08008
Donee
General program support
1,000
Homes Now Tudor Village Inc
2141 NJ 88 East
Brick
,
NJ
08724
Donee
General program support
1,500
RAM Memorial
125 Lincoln Avenue
Fair Haven
,
NJ
07704
Donee
General program support
1,000
SVDP - St Catherine Conference
215 Essex Avenue
Spring Lake
,
NJ
07762
Donee
General program support
1,000
A Need We Feed
19 Round Hill
Jackson
,
NJ
08527
Donee
General program support
1,000
Future of Blue Foundation
604 Brielle Avenue
Brielle
,
NJ
08730
Donee
General program support
2,000
Live Lucky Equine Rescue
10 Yearling Place
Freehold
,
NJ
07728
Donee
General program support
500
Rutgers Foundation - School of CommInfo
4 Huntington Street
New Brunswick
,
NJ
08901
Donee
General program support
1,000
Beautiful Safe Haven Inc
402 Main Street
Metuchen
,
NJ
08840
Donee
General program support
1,000
Starve Property
6 Norwick Drive
Forked River
,
NJ
08731
Donee
General program support
2,500
FPC Food Pantry
270 Woodbridge Ave
Metuchen
,
NJ
08840
Donee
Food and monetary donations
5,000
Next Steps Adult Day Program
1521 Beaver Dam Rd
Point Pleasant
,
NJ
08742
Donee
Adults with special needs
4,000
Rangoars Row Inc
15 Landsdown Raod
Annandale
,
NJ
08801
Donee
Veterans' mental health issues
3,500
The Arc of Monmouth
1158 Wayside Road
Tinton Falls
,
NJ
07712
Donee
Protect human rights
3,390
Elijahs Promise
211 Livingston Avenue
New Brunswick
,
NJ
08901
Donee
Poverty
2,500
Childhood Leukemia Foundation
807 Mantoloking Rd
Brick
,
NJ
08723
Donee
Children battling cancer
2,500
More Than Capable
901 Jersey Avenue
Spring Lake Heights
,
NJ
07762
Donee
Adults with disabilities
2,500
Susan G Komen Breast Cancer Foundation
13770 Noel Road
Dallas
,
TX
75380
Donee
Breast cancer research
2,500
Jersey Shore Chamber of Commerce
1856 Highway 35
Wall
,
NJ
07719
Donee
Advance region's economy
2,500
Toms River Field of Dreams
1358 Hooper Avenue
Toms River
,
NJ
08753
Donee
Athletic complex
2,500
Meals on Wheels in Greater New Brunswick
94 Church St
New Brunswick
,
NJ
08901
Donee
Social services support
2,000
Handicapped High Riders Club
145 Route 526
Allentown
,
NJ
08501
Donee
Therapeutic horseback riding
2,000
Love Thy Neighbor
84 Maple Avenue
Red Bank
,
NJ
07701
Donee
Community programs
2,000
Falcon Rowing
6 Roberta Court
Edison
,
NJ
08820
Donee
Youth rowing
1,500
All Saints Community Center
213 Madison Avenue
Lakewood
,
NJ
08701
Donee
Homeless
1,000
Tuckerton Library Association
PO Box 1252
Tuckerton
,
NJ
08087
Donee
Library system
1,000
Community Affairs and Resource Center
913 Sewall Avenue
Asbury Park
,
NJ
07712
Donee
Education advocacy
1,000
Product with a Purpose
5 E 4nd Street
Beach Haven
,
NJ
08008
Donee
People with disabilities
1,000
Prospect Foundation
11 Phoebe Drive
Neptune
,
NJ
07753
Donee
Mental health counseling
1,000
Garden Club of Metuchen
140 Beacon Hill Drive
Metuchen
,
NJ
08840
Donee
Gardening and nature
1,000
The Ocean County Library
10 E Lacey Road
Forked River
,
NJ
08731
Donee
Library
500
Panthers Lets Eat
2229 Bridge Avenue
Point Pleasant
,
NJ
08742
Donee
Local lunch program
2,500
Sea Change Recovery Community
1 Cedar Street
Barnegat
,
NJ
08005
Donee
Addiction
3,000
Richard J Bascom Scholarship Fund
107 Highland Ave
Neptune City
,
NJ
07753
Donee
Scholarships
1,000
Tuckerton Historical Society
35 Leitz Blvd
Little Egg Harbor
,
NJ
08087
Donee
Historic structures
1,000
Dotties House
2141 NJ 88
Lakewood
,
NJ
08701
Donee
Safe housing
5,000
Habitat for Humanity of So Ocean County
668 Main Street
West Creek
,
NJ
08092
Donee
Home building
2,500
Homes Now Inc
2141 NJ 88 East
Brick
,
NJ
08724
Donee
Affordable housing
1,500
Picadilly Specialties
1538 Asbury Avenue
Asbury Park
,
NJ
07712
Donee
Educators and therapists training
1,000
Pinwheel Place
53 Bayberry Court
Eatontown
,
NJ
07724
Donee
Child care programs
1,000
Strand Ventures
400 Clifton Avenue
Lakewood
,
NJ
08701
Donee
Live entertainment
2,500
Bradley Food Pantry
PO Box 308
Bradley Beach
,
NJ
07720
Donee
Food pantry
12,500
Christian Revival Church
488 Sterling Street
Freehold
,
NJ
07728
Donee
Community support
2,000
Collaborative Support Programs of NJ
11 Spring Street
Freehold
,
NJ
07728
Donee
Community services
5,000
Friends of the Metuchen Library
480 Middlesex Avenue
Metuchen
,
NJ
08840
Donee
Public library
3,000
Fulfill NJ
3300 NJ-66
Tinton Falls
,
NJ
07753
Donee
Community support
13,000
Gymnastics Excellence Fund
1000 Sanger Ave
Oceanport
,
NJ
07757
Donee
Gymnastics
500
Interfaith Neighbors Inc
810 4th Avenue
Asbury Park
,
NJ
07712
Donee
Community services
3,000
Rae of Light Foundation
1211 Pennsylvania Ave
Manasquan
,
NJ
08736
Donee
Scholarships
2,500
Rutgers University Foundation
335 George Street
New Brunswick
,
NJ
08901
Donee
College foundation
1,000
Tinton Falls Public Library
664 Tinton Avenue
Tinton Falls
,
NJ
07724
Donee
Public library
500
Xodus Recovery Community Center
66 Johnston Street
Waretown
,
NJ
08758
Donee
Peer recovery support
1,000
Ocean Partnership for Children
36 Washington St
Toms River
,
NJ
08753
Donee
Youth wellbeing
1,000
Love Lifts Us Up
PO Box 382
Ocean Grove
,
NJ
07756
Donee
Child assistance
500
Monmouth County Habitat for Humanity
45 South Street
Freehold
,
NJ
07728
Donee
Home construction
2,500
Interfaith Family Services
407 Lexington Avenue
Toms River
,
NJ
08753
Donee
Homeless shelter
1,500
Sunrise Optimist Foundation of Freehold
101 Barkalow Avenue
Freehold
,
NJ
07728
Donee
Community services
500
Hazlet Hopes Network
84 Hazlet Avenue
Hazlet
,
NJ
07730
Donee
Substance abuse
1,000
Market Street Mission Jersey Shore
9 Market Street
Morristown
,
NJ
07960
Donee
Community support
1,500
Andreas Foundation for Neonatal
112 Oakland Avenue
Metuchen
,
NJ
08840
Donee
Neonatal support
2,000
Combat Veterans Motorcycle Association
PO Box 73
Bayville
,
NJ
08721
Donee
Veterans support
2,000
LADACIN Network Inc
1703 Kneeley Blvd
Ocean
,
NJ
07712
Donee
Physical disabilities
1,000
Metuchen Momentum
33 Upland Avenue
Metuchen
,
NJ
08840
Donee
Community programs
2,000
National Society of the Daughters Am Re
518 Atlantic Avenue
Atlantic Highlands
,
NJ
07716
Donee
Historic preservation
1,000
Pause to Thrive
57 S Main Street
Neptune
,
NJ
07753
Donee
Community support
1,500
Point Pleasant First Aid & Emergency Squ
611 Laurel Avenue
Point Pleasant Beach
,
NJ
08742
Donee
Emergencey rescue squad
3,000
The Wildcat Shack
113 Parkside Ln
West Creek
,
NJ
08092
Donee
Cooking education
500
Save Barnegat Bay
117 Haines Road
Toms River
,
NJ
08753
Donee
Barnegat Bay restoration
2,000
Hope Sheds Light
253 Chestnut Street
Toms River
,
NJ
08753
Donee
Addiction
3,000
Boys & Girls Club of Monmouth County
1201 Monroe Avenue
Asbury Park
,
NJ
07712
Donee
Youth services
5,000
The Oxx Foundation
1500 Mizzen Avenue
Beachwood
,
NJ
08722
Donee
Community services
500
Compassion Cafe
10 N Delaware Avenue
Beach Haven
,
NJ
08008
Donee
Disabilities
3,000
St Anthonys Red Bank
27 Oratory Way
Red Bank
,
NJ
07701
Donee
Food pantry
10,000
Manasquan Food Pantry
47 South Street
Manasquan
,
NJ
08736
Donee
Food pantry
10,000
St Gregorys Food Pantry
804 Bay Avenue
Point Pleasant Beach
,
NJ
08742
Donee
Food pantry
10,000
New Beginnings Christian Fellowship
236 Brick Boulevard
Brick Township
,
NJ
08723
Donee
Community service
10,000
First United Methodist
134 North Green Street
Tuckerton
,
NJ
08087
Donee
Food pantry
10,000
Cedar Run Assembly of God
562 South Main Street
Stafford Township
,
NJ
08092
Donee
Food for community
10,000
St Francis of Assisi Cathedral Metuchen
32 Elm Avenue
Metuchen
,
NJ
08840
Donee
Community food
10,000
Total
.................................
3a
428,690
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2025)
Form 990-PF (2025)
Page
12
Part XV-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
...........
14
643
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)
..
643
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
643
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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
(2025)
Form 990-PF (2025)
Page
13
Part XVI
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 instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
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
(2025)
Additional Data
Software ID:
25022934
Software Version:
2025v4.0
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
(Rev. January 2025)
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
Name of the organization
Manasquan Bank Charitable Foundation Inc
Employer identification number
46-3137444
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025)
Page
2
Name of organization
Manasquan Bank Charitable Foundation Inc
Employer identification number
46-3137444
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
Manasquan Bank
2221 Landmark Place
Wall Township
,
NJ
08736
$
480,000
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
3
Name of organization
Manasquan Bank Charitable Foundation Inc
Employer identification number
46-3137444
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
4
Name of organization
Manasquan Bank Charitable Foundation Inc
Employer identification number
46-3137444
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) (Rev. 1-2025)
Additional Data
Software ID:
25022934
Software Version:
2025v4.0
-
TIN:
TY 2025 OtherDecreasesSchedule
Name:
Manasquan Bank Charitable Foundation Inc
EIN:
46-3137444
Software ID:
25022934
Software Version:
2025v4.0
Description
Amount
Checks in transit
31,101
-
TIN:
TY 2025 SubstantialContributorsSch
Name:
Manasquan Bank Charitable Foundation Inc
EIN:
46-3137444
Software ID:
25022934
Software Version:
2025v4.0
Name
Address
Manasquan Bank
2221 Landmark Place
Wall Township
,
NJ
08736