2024-08-05T07:27:34-07:00 2023-12-31 463729406 Mahon McKenzie & Colson CPAs LLC 2444 Highway 34 Manasquan NJ 08736 990PF 2023-01-01 226070269 THE SHELTER INC SHEL 7324495323 C/O ROBERT MCKELVEY 2410 RT 34 MANASQUAN NJ 08736 ROBERT G MCKELVEY Secretary 2024-08-05 true true RICHARD W MAHON CPA P00365493 7327228777 2023 2024-08-08 14:25:15Z X 2294416 X X 10647 10647 10647 40197 40197 40197 79518 269269 79518 130362 130362 50844 3475 3475 11021 11021 421 421 961 961 15878 11442 4436 125500 125500 141378 11442 129936 -11016 118920 50844 6268 1832 1832 57284 8324 8324 582414 553369 1044443 301596 423642 413893 771465 717982 825924 1719027 1705149 2294416 0 X 1719027 1705149 1719027 1705149 1719027 1705149 1719027 -11016 1708011 2862 1705149 50 ALPHABET INC P 2014-04-28 2023-09-21 6631 1276 5355 5355 350 CARMAX INC P 2020-01-08 2023-10-05 22886 30589 -7703 -7703 200 CHECKPOINT SOFTWARE P 2016-05-03 2023-03-21 25966 16516 9450 9450 25 CISCO SYSTEMS P 2017-12-22 2023-09-20 25000 24587 413 413 10 COSTCO P 2003-01-23 2023-09-21 5613 297 5316 5316 300 FEDERAL RLTY INVT TRNEW P 2001-11-19 2023-06-12 28876 6247 22629 22629 50 FEDEX P 2020-05-28 2023-05-25 11297 6582 4715 4715 1000 IRON MOUNTAIN INC P 2019-11-15 2023-02-02 56390 32968 23422 23422 25 ISHARES TR EXPND TEC ETF P 2014-06-10 2023-11-28 10535 1136 9399 9399 25000 NORTHROP GRUMMAN P 2020-01-15 2023-08-01 25000 25000 40 SANDOZ GROUP P 2012-03-27 2023-10-12 1175 509 666 666 200 VANGUARD FIANCIAL GROUP P 2017-03-24 2023-12-11 17704 12003 5701 5701 900 WALGREENS P 2020-10-28 2023-09-12 19861 32041 -12180 -12180 Capital Gain Dividends 12335 79518 1653 1653 1653 1586 1586 67 0 false false false false false false false true true NJ true false false false false true N/A GEORGE MCKELVEY CO INC 7324495323 2410 HIGHWAY 34 MANASQUAN NJ 08736 false false false false false false false false false false false false false false false false false false false false false false JUDITH G LEONE 143 CRANMOOR DRIVE TOMS RIVER NJ 08735 President 1.50 0 TODD C LOTOZO 70 OAKES ROAD LITTLE SILVER NJ 07739 Vice President 1.50 0 ROBERT G MCKELVEY 2410 HIGHWAY 34 MANASQUAN NJ 08736 Secretary 1.00 0 DOREEN GESSLEIN C/O ROBERT MCKELVEY 2410 RT 34 MANASQUAN NJ 08736 Treasurer 1.00 0 PETER WRIGHT 416 RIVERVIEW LANE BRIELLE NJ 08730 Trustee 0.50 0 AMANDA CONTE C/O ROBERT MCKELVEY 2410 RT 34 MANASQUAN NJ 08736 Trustee 0.50 0 EMILY HACKETT C/O ROBERT MCKELVEY 2410 RT 34 MANASQUAN NJ 08736 Trustee 0.50 0 GAIL ZACCARI C/O ROBERT MCKELVEY 2410 RT 34 MANASQUAN NJ 08736 Trustee 1.50 0 NONE NONE 2208036 50323 0 2258359 0 2258359 33875 2224484 111224 111224 1653 1653 109571 109571 109571 129936 129936 109571 10192 5581 4414 20187 129936 0 109571 20365 40552 0 10192 30360 5581 4414 20365 ROBERT G MCKELVEY TODD LOTOZO 70 OAKES RD LITTLE SILVER NJ 07739 7327588541 DETAILED INFORMATION ON ORGANIZATIONS ACTIVITIES AND PROPOSED USE OF FUNDS ISSUED UNDER ORGANIZATIONS LETTERHEAD N/A N/A MARTY'S PLACE SENIOR DOG SANCTUARY 118 COUNTY RD 526 ALLENTOWN NJ 08501 NONE PC GENERAL SUPPORT 6000 MAKE EACH ONE WORTHWHILE 50 BERKELEY PLACE EATONTOWN NJ 07724 NONE PC GENERAL SUPPORT 5000 ALLAIRE COMMUNITY FARM 1923 BAILEYS CORNER RD WALL NJ 07719 NONE PC GENERAL SUPPORT 10000 PLUMSTED TWP TNR COMMITTEE 21 PLUM RIDGE DR NEW EGYPT NJ 08533 NONE GOV GENERAL SUPPORT 5000 ANIMAL BIRTH CONTROL PO BOX 353 PINE BEACH NJ 08741 NONE PC GENERAL SUPPORT 22000 CALLING ALL CATS RESCUE 77 EAST VETERENS HIGHWAY JACKSON NJ 08527 NONE PC GENERAL SUPPORT 10000 JERSEY SHORE ANIMAL FOUNDATION PO BOX 380 LAKEHURST NJ 08733 NONE PC GENERAL SUPPORT 4000 SHORE ANIMAL VOLUNTEER ENTERPRISE 1594 LAKEWOOD RD 5 TOMS RIVER NJ 08755 NONE PC GENERAL SUPPORT 10000 POINT PAWS ANIMAL RESCUE 103 CHICAGO AVE POINT PLEASANT NJ 08736 NONE PC GENERAL SUPPORT 7000 BRICK TNR COMMITEE 401 CHAMBERS BRIDGE RD BRICK NJ 08723 NONE GOV GENERAL SUPPORT 4000 ALL FUR ONE PET RESCUE 1747 HOOPER AVE STE 11 TOMS RIVER NJ 08753 NONE PC GENERAL SUPPORT 3000 RESCUE RIDGE PO BOX 223 SPRING LAKE NJ 07762 NONE PC GENERAL SUPPORT 10000 TNR WORKS NJ 241 PINE TREE DR BRICK NJ 08703 NONE PC GENERAL SUPPORT 5000 K'S KITTEN RESCUE 185 BRICK BLVD BRICK NJ 08723 NONE PC GENERAL SUPPORT 3000 PITTIES AND PALS PO BOX 692 JACKSON NJ 08527 NONE PC GENERAL SUPPORT 3000 VOLUNTEER AUXILIARY FOR ANIMAL SHEL PO BOX 14321 JACKSON NJ 08527 NONE PC GENERAL SUPPORT 12000 GARDEN STATE ARC PO BOX 212 MANALAPAN NJ 07726 NONE PC GENERAL SUPPORT 500 SHORE SAVES MAIN ST FREEHOLD NJ 07728 NONE PC GENERAL SUPPORT 1500 SNAPS 85 COLEMAN PL RED BANK NJ 07701 NONE PC GENERAL SUPPORT 2500 TO THE RESCUE ROUTE 36 EAST W LONG BRANCH NJ 07764 NONE PC GENERAL SUPPORT 2000 125500 14 10647 14 40197 18 79518 130362 130362 false false false false false false false false false false ACCOUNTING FEES 3475 0 0 3475 BASIS ADJUSTMENTS 2862 FILING FEES 33 33 INSURANCE 656 656 OTHER EXPENSE 272 272 INVESTMENT FEES 11021 11021 0 0 FOREIGN TAX 421 421