THE JOSEPH F UMOSELLA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSEPH F UMOSELLA FAMILY FOUNDATION (EIN 20-2041985)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202413119349101656
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T11:33:38-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223051951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FABIETTI HALE HAMMERSTEDT & POWERS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3122 FIRE ROAD SUITE 101 | AddressLine1Txt |
| City | EGG HARBOR TOWNSHIP | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202041985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH F UMOSELLA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 6095613000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 582 S EGG HARBOR ROAD | AddressLine1Txt |
| City | HAMMONTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH UMOSELLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6095613000 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D HAMMERSTEDT CPA | PreparerPersonNm |
| PTIN | P00232649 | PTIN |
| Phone | 6093838299 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,149,863 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $211,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$125,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,320,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $85,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,360 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $53,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,241 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,278 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,278 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$292,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $463,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $463,023 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,294,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,633,930 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,686,215 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,748 | OtherAssetsBOYAmt |
| Other Assets EOY | $625 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $625 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,389,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,097,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,149,863 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,389,733 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,097,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,389,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,097,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,389,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,097,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,389,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$292,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,097,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,097,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS | P | 2023-01-01 | 2023-12-31 | $394,842 | $403,353 | -$8,511 | -$8,511 |
| UBS | P | 2022-12-31 | 2023-12-31 | $1,882,196 | $2,007,767 | -$125,571 | -$125,571 |
| UBS | P | 2022-12-31 | 2023-12-31 | $35,236 | $35,236 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $8,708 | $8,708 | $8,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$125,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,123 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,123 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,776 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,776 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $653 | OverpaymentAmt |
| Applied To ES Tax | $653 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY UMOSELLA | IndividualWithBooksNm |
| Phone | 6095613000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 588 S EGG HARBOR ROAD | AddressLine1Txt |
| City | HAMMONTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY UMOSELLA | ||||||||
| 30 WATERFRONT WAY | HAMMONTON | NJ | 08037 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOSEPH F UMOSELLA III | ||||||||
| 740 NINTH STREET | HAMMONTON | NJ | 08037 | TREASURER | 0.00 | $0 | $0 | $0 |
| JOHN UMOSELLA | ||||||||
| 101 HUNTINGTON DRIVE | HAMMONTON | NJ | 08037 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SHIELA PRESTI | ||||||||
| 66 JUDYS COURT | HAMMONTON | NJ | 08037 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,027,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,141,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,141,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,049,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,123 | TotalTaxAmt |
| Distributable Before Adj | $300,356 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $300,356 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $300,356 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,278 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $320,278 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $5,986 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $320,278 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $5,986 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $5,986 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $300,356 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY UMOSELLA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WATERFRONT WAY | AddressLine1Txt |
| City | HAMMONTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6095613000 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HAMMONTON HAWKS | ||||||||
| 75 N LIBERTY STREET | HAMMONTON | NJ | 08037 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO YOUTH SPORTS | $5,000 | |
| ST JOSEPH'S ACADEMY | ||||||||
| 328 VINE ST | HAMMONTON | NJ | 08037 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $35,000 | |
| UNIVERSITY OF PENN | ||||||||
| SUITE 300 2929 WALNUT STREET | PHILADELPHIA | PA | 191045099 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $95,278 | |
| CHILDREN'S HOME SOCIETY OF NJ | ||||||||
| 635 SOUTH CLINTON AVENUE | TRENTON | NJ | 08611 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $20,000 | |
| STARLIGHT CHILDREN'S FOUNDATION | ||||||||
| 5855 GREEN VALLEY CIRCLE SUITE 107 | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $10,000 | |
| CHERRY HILL FREE CLINIC | ||||||||
| 5 ESTERBROOK LANE | CHERRY HILL | NJ | 08003 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $30,000 | |
| FIELD OF DREAMS | ||||||||
| 1000 MORTON AVENUE | ABSECON | NJ | 08201 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $30,000 | |
| LITTLE CUBS PRESCHOOL | ||||||||
| N 3RD STREET | HAMMONTON | NJ | 08037 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $10,000 | |
| FOUR DIAMONDS PENN STATE CHILDREN'S HOSPITAL | ||||||||
| 1249 COCOA AVENUE SUITE 115 PO BOX | HERSHEY | PA | 170330852 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $20,000 | 852 |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 3803 WEST CHESTER PIKE SUITE 217 | NEWTON SQUARE | PA | 19073 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $15,000 | |
| THE HAMMONTON CANCER FOUNDATION | ||||||||
| PO BOX 1066 | HAMMONTON | NJ | 08037 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $5,000 | |
| SONS AND DAUGHTERS OF ITALY | ||||||||
| 1518 WALNUT STREET SUITE 1410 | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $5,000 | |
| AMERICAN LEGION RIDERS POST 352 | ||||||||
| 733 1ST STREET | SOMERS POINTS | NJ | 08244 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $5,000 | |
| THE TURTLE HOSPITAL | ||||||||
| 2396 OVERSEAS HIGHWAY | MARATHON | FL | 33050 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $5,000 | |
| THE GREEN BERET FOUNDATION | ||||||||
| 14351 BLANCO ROAD | SAN ANTONIO | TX | 782167723 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $10,000 | |
| IMPACT HARVEST | ||||||||
| 256 LINCOLD AVENUE | VINELAND | NJ | 08360 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL AND SOCIAL ASSISTANCE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,278 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,089 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$125,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,633,930 | BookValueAmt |
| EOYFMV | $5,686,215 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $2,748 | BOYBookValueAmt |
| EOY Book Value | $625 | EOYBookValueAmt |
| EOYFMV | $625 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $226 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $53,125 | Amt |
| Net Investment Income | $53,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $2,118 | $2,118 | $0 |
| SEC. 4940 EXCISE TAX | $2,123 | $2,123 | $0 |