2024-05-01T11:02:39-07:00 2023-12-31 264045400 Maund & Company LLC 3895 Adler Place Bldg A Suite 130 Bethlehem PA 18017 990PF 2023-01-01 226028529 Ernest Christian Klipstein Foundation ERNE 9083100075 PO Box 604 Oldwick NJ 088580604 Constance Bruno Treasurer 9083100075 2024-01-31 true Constance Bruno XXX-XX-XXXX true Steven M Maund CPAABVCFF P00040947 6107594056 2024-05-01 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 3317299 X X 77258 77587 58273 831 0 0 77258 135860 831 0 3200 1600 1600 27726 13863 13863 834 417 416 0 1507 1507 33267 17387 15879 132000 132000 165267 17387 147879 -88009 118473 831 36465 7922 7922 78508 72204 72204 0 0 1143841 1115690 1457933 120400 236571 239419 0 1064771 981861 1539821 0 0 0 0 2443985 2414248 3317299 0 0 0 0 0 X 2443985 2414248 2443985 2414248 2443985 2414248 2443985 -88009 58272 2414248 2414248 American Europacific Growth Fund P 2010-12-30 2023-02-24 43182 0 31485 11697 0 0 0 11697 Vanguard Glbl ESG Sel Stk Adm P 2021-10-26 2023-02-24 10182 0 8605 1577 0 0 0 1577 Fidelity S-T Bond Index Fd P 2017-06-12 2023-06-21 68238 0 69457 -1219 0 0 0 -1219 Ishares Int. Aggregate Bond P 2022-11-01 2023-06-22 116445 0 115614 831 0 0 0 831 Ishares Tips Bond Fd P 2010-09-13 2023-06-22 39949 0 41167 -1218 0 0 0 -1218 Vanguard Bd Index FDS Int Fd P 2016-08-09 2023-06-22 55334 0 53536 1798 0 0 0 1798 Vanguard Ind FDS S&P 500 ETF P 2021-10-26 2023-06-22 22597 0 11109 11488 0 0 0 11488 DFA US Core Equity 1 P 2021-10-26 2023-12-13 32682 0 25184 7498 0 0 0 7498 Vanguard Glbl ESG Sel Stk Adm P 2021-10-26 2023-12-13 18882 0 14585 4297 0 0 0 4297 Vanguard Index FDS S&P 500 ETF P 2021-10-26 2023-12-13 40369 0 18845 21524 0 0 0 21524 58273 831 1647 0 1647 0 1647 0 0 0 1647 0 false false false false false false false true true NJ false false false false false true None Maund and Company LLC 6107594056 3895 Adler Place Bethlehem PA 18017 false false false false false false false false false false false false false false false false false false false false false Constance Bruno 3725 Wynston Court Southport NC 28461 Treasurer 1.00 0 0 0 Kenneth Klipstein 144 Old Turnpike Road Califon NJ 07830 President 1.00 0 0 0 Pam Klipstein Smith 17 Burrell Road Lebanon NJ 08833 Secretary 1.00 0 0 0 David Klipstein 156 Old Turnpike Road Califon NJ 07830 Vice President 1.00 0 0 0 Philip A Klipstein 13700 Tahiti Way Apt 149 Marina Del Rey CA 90292 Trustee 1.00 0 0 0 Reaves H Klipstein 156 Old Turnpike Road Califon NJ 07830 Trustee 1.00 0 0 0 Thomas H Smith 257 Water Street New York NY 10038 Trustee 1.00 0 0 0 Morgan Tebinka 156 Keelon Gap Road Spring Hill TN 37174 Trustee 1.00 0 0 0 NONE 0 NONE 0 Donations made to many charitable organizations dealing with health, safety, education and environmental issues (see list attached) 132000 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1647 1647 0 0 0 147879 0 147879 0 0 12329 24957 27767 20944 85997 147879 0 147879 233876 0 0 0 0 0 233876 12329 24957 27767 20944 147879 None None Ms Pam Klipstein Smith 17 Burrell Road Lebanon NJ 08833 6107594056 Application by letter of request. Include any pertinent materials. None Focus of interest is health and environment, but there are no restrictions Atlantic Salmon Federation PO Box 807 Calcuis ME 046190807 Foundation OceanographicResearch 2000 Lamington Presbyterian Church 300 Lamington Rd Bedminster NJ 07921 Church Pastoral Care 26000 NJ Conservation Foundation 170 Longview Rd Far Hills NJ 07931 Foundation Conservation 2000 Bucknell University Men's Lacrosse Office of Athletics Lewisburg PA 17837 University Development of Lacrosse Program 2000 Rutgers Preparatory School 1345 Easton Ave Somerset NJ 08873 School Unrestricted 20000 Earth Justice Legal Defense 426 11th Street 6th Floor Oakland CA 94612 Foundation Environmental issues 3000 Tewksbury Land Trust PO Box 490 Oldwick NJ 08858 Trust Environmental Issues 1000 The Gill St Bernards School Box 604 Gladstone NJ 07934 School General Education Funding 500 Raritan Headwaters Association PO Box 273 Gladstone NJ 07934 Foundation Environmental Issues 2000 Dosher Foundation 924 North Howe Street Southport NC 28465 501c3 Hospital 9500 New Jersey Audubon Society PO Box 693 Bernardsville NJ 07924 Foundation Environmental Issues 1500 Tewksbury First Aid & Rescue PO Box 381 Oldwick NJ 08858 Public Safety First Responder Services 500 Georgetown University Annual Fund - Dept 3038 Washington DC 20061 University General Education Funding 1000 Fairmont Volunteer Fire Company PO Box 8 Long Valley NJ 07853 Public Safety Support First Responders 500 Rutgers University Foundation Liberty Plaza 335 New Brunswick NJ 08901 Education Education 500 Friends of Army Lacrosse Army A Club West Point NY 10996 Athletics Development ofAthletic Program 2000 Pinchot Institute 1616 P St NW Suite 100 Washington DC 20036 Foundation Enviromental issues/Education 3000 Far Hills Country Day School 697 US 202 Far Hills NJ 07931 educational Educational 1500 Blooming Grove Volunteer Fire Dept PO Box 380 Hawley PA 18428 Public Safety Support first responders 1000 Pocono Environmental Education Center RR 2 Box 1010 Dingmans Ferry PA 183289614 Non-Profit Environmental Education 1000 Rock End Art Barn PO Box 1093 Northeast Harbor ME 04662 Non-Profit Childrens Art Programs 500 Oldwick Fire Co 163 Oldwick Rd Oldwick NJ 08858 Public Safety Support First Responders 500 New Hanover Reginal Medical Center 2001 S 17th Street Wilmington NC 28401 Health Medical 9500 Morristown Medical Center Foundation Main Street Morristown NJ 08210 Health Medical 2500 New Jersey Highlands Coalition 508 Main Street Boonton NJ 07005 Environmental Environmental 1000 University of New Hampshire Foundation 15 Strafford Avenue Durham NH 03824 University Annual Giving 500 St Johns Athletic Department 101 Astor Place New York NY 10003 Athletics Support Athletic department 2000 California Institute of Integral Studies 1453 Mission St San Francisco CA 94103 University General Support 1000 The Well Outreach 5306 Main Street Spring Hill TN 37174 Social General Support 4000 Special Olympics 2600 Virginia Ave NW 11th Floor Washington DC 20037 non-profit General Support 1000 The American Chestnut Foundation 50 North Merrimon Ave Ste 115 Asheville NC 28804 Social General Support 2000 Hunterdon Healthcare Foundation 9100 Wescott Drive Flemington NJ 08822 Medical General Support 2500 Greater Pike Community Foundation 201 Broad Street Ste 5 Milford PA 18337 Social General Support 3000 Hope On-Line 9780 Pyramid Court Ste 100 Englewood CO 80112 Education General Support 5000 Association of New Jersey Environment 300 Mendham Road W Mendham NJ 07945 Environmental General Support 10000 Tewksbury Land Trust PO Box 490 Oldwick NJ 08858 Environmental General Support 2000 Friends of Hopewell Valley Open Space PO Box 395 Pennington NJ 08534 Environmental General Support 2000 International Landscape Lighting 14352 Killian Street Sherman Oaks CA 91401 Environmental Environmental 1000 Chelsea Piers Foundation 62 Chelsea Piers Ste 300 New York NY 10011 Social General Support 1000 Hunterdon Land Trust Alliance 111 Mine Street Flemington NJ 08822 Environmental General Support 500 132000 14 77258 77258 77258 false false false false false false false false false false Maund and Company, LLC Tax prep and planning 3200 1600 1600 N/A 0 Non-Reporting in NJ This private foundation does not solicit funds from New JerseyThis private foundation does not solicit funds from New JerseyThis private foundation does not solicit funds from New JerseyThis private foundation does not solicit funds from New JerseyThis private foundation does not solicit funds from New Jersey Fidelity Short Term Bond Index 61043 63416 Fidelity Inflat-Prot Bd Index Fd 49500 48590 Dodge & Cox Incpme CL 126028 127413 Cohen & Steers Instl Realty Shares 79418 99766 DFA US High Relative Profit Port Inst 58190 76286 DFA US Core Equity 429120 567985 American Europacific Growth Fund F3 90134 128205 Vanguard Glbl ESG Sel Stk Admiral 310354 412929 Vanguard International Value Port Inv 148474 172762 IShares Core S&P 500 ETF 80611 345326 Dimensional ETF Trust US Small Cap 70494 75956 Vanguard Index Funds S&P 500 ETF 134097 295277 Vanguard IDX Fund 50586 64049 Vanguard Total International Stock 518697 630025 Vanguard Charlotte Fds Total Intl Bd 127376 129188 Bank fees Commercial Insurance 632 632 Dues 875 875 Net capital gains 58272 Hardy Reed Portfolio custodial fees 27726 13863 13863 Taxes 834 417 416