JOHN AND NANCY SYKES FOUNDATION INCORPORATED: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND NANCY SYKES FOUNDATION INCORPORATED (EIN 22-3365673)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349100806
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T03:00:53-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223477554 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCIS J LAMB PC CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 MAYS LANDING ROAD | AddressLine1Txt |
| City | SOMERS POINT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223365673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND NANCY SYKES FOUNDATION INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6096012670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANCIS J LAMB 91 MAYS LANDING | AddressLine1Txt |
| City | SOMERS POINT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH SYKES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6096012670 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCIS J LAMB | PreparerPersonNm |
| PTIN | P01235893 | PTIN |
| Phone | 6096012670 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,237,515 | 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 | $67,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,518 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $106,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,633 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,835 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $412 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,238 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $884 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $884 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,735 | CashBOYAmt |
| Cash EOY | $89,132 | CashEOYAmt |
| Cash EOYFMV | $89,132 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $148,775 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $198,087 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,044 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $747,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $668,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,950,339 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $956,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $955,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,237,515 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,842 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,842 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $950,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $949,559 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $956,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $955,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $956,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $955,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $956,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,104 | ExcessRevenueOverExpensesAmt |
| Subtotal | $955,401 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $955,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTEL | P | 2013-06-12 | 2024-06-05 | $67,207 | $0 | $53,351 | $13,856 | $0 | $0 | $0 | $13,856 |
| STARBUCKS | P | 2020-04-20 | 2024-04-01 | $27,198 | $0 | $23,175 | $4,023 | $0 | $0 | $0 | $4,023 |
| NEXTERA ENERGY | P | 2003-07-01 | 2024-04-01 | $25,014 | $0 | $3,375 | $21,639 | $0 | $0 | $0 | $21,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,518 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,963 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,963 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,963 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,500 | OverpaymentAmt |
| Applied To ES Tax | $1,500 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6095170442 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SOUTH 21ST STREET | AddressLine1Txt |
| City | LONGPORT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH SYKES | ||||||||
| 16150 W BAY DR 242 | JUPITER | FL | 33477 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| KEVIN MCCABE | ||||||||
| 3 BARR CT | LINWOOD | NJ | 08221 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| TOM SYKES | ||||||||
| 801 N MASSACHUSETTS AVE | ATLANTIC CITY | NJ | 08401 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| JAMES MCCABE | ||||||||
| 8555 DANBURY BLVD 202 | NAPLES | FL | 34120 | SECRETARY | 0.50 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,855,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,950,339 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,950,339 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,921,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,463 | TotalTaxAmt |
| Distributable Before Adj | $94,591 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,591 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,346 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $106,346 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,485 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,485 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,861 | RemainingDistriFromCorpusAmt |
| Total Corpus | $106,346 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $94,591 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $106,346 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ARC SOUTHEAST | ||||||||||
| PO BOX 570132 | ATLANTA | GA | 30357 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| ATLANTIC CITY ARTS FOUNDATION | ||||||||||
| 1535 BACHARACH BLVD | ATLANTIC CITY | NJ | 08401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| ATLANTICARE FOUNDATION | ||||||||||
| 2500 ENGLISH CREEK AVE | EGG HARBOR TOWNSHIP | NJ | 08234 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $900 | ||||
| BIG DOG RESCUE PROJECT | ||||||||||
| 605 W DICKSON ST STE 201 | FAYETTEVILLE | AR | 72701 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| CATHOLIC CHARITIES OF NJ PROVIDENCE HOUSE | ||||||||||
| 383 WEST STATE STREET | TRENTON | NJ | 08607 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| CATHOLIC FAITH APPEAL | ||||||||||
| PO BOX 60759 | FT MYERS | FL | 33906 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,500 | ||||
| CATHOLIC STRONG DIOCESE OF CAMDEN | ||||||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,900 | ||||
| COMMUNITY FOOD BANK | ||||||||||
| 6735 E BLACK HORSE PIKE | EGG HARBOR CITY | NJ | 08234 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||||||
| 191 PEACHTREE STREET NE | ATLANTA | GA | 30303 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| COVENANT HOUSE | ||||||||||
| 227 N SOUTH CAROLINA AVE | ATLANTIC CITY | NJ | 08401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $5,500 | ||||
| CYSTIC FIBROSIS FOUNDATION | ||||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| EAGLES MERE BORO MUSEUM | ||||||||||
| 288 EAGLES MERE AVE | EAGLES MERE | PA | 17731 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $250 | ||||
| FRANCISCAN SISTERS OF THE POOR | ||||||||||
| 708 THIRD AVE | NEW YORK | NY | 10017 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 | ||||
| FURRY FRIEND CHARITIES | ||||||||||
| 3531 ROMEA CIR | NEW SMYRNA BEACH | FL | 32168 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,750 | ||||
| GEORGIAN COURT | ||||||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| HEALING FOR THE SOUL | ||||||||||
| 720 WESLEY AVENUE | PLEASANTVILLE | NJ | 08232 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| HOLY SPIRIT HIGH SCHOOL | ||||||||||
| 1 NEW ROAD | ABSECON | NJ | 08201 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $10,250 | ||||
| HOUSE OF CHARITY | ||||||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| HSHS SACRED HEART HOSPITAL | ||||||||||
| 900 W CLAIREMONT AVE | EAU CLAIRE | WI | 54701 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | UNRELATED | |||
| LONGPORT BOROUGH | ||||||||||
| 2305 ATLANTIC AVE | LONGPORT | NJ | 08403 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $550 | ||||
| MARGATE REC HOOPS | ||||||||||
| 8103 WINCHESTER AVE | MARGATE CITY | NJ | 08402 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $300 | ||||
| MIGHTY WRITERS | ||||||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| ROSEMOUNT COLLEGE | ||||||||||
| 1400 MONTGOMERY AVENUE | ROSEMOUNT | PA | 19010 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| SOUTH JERSEY COASTAL ROWING | ||||||||||
| PO BOX 442 | MOUNT LAUREL | NJ | 08054 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| ST ELIZABETH ANN SETON CHURCH | ||||||||||
| 591 NEW JERSEY AVENUE | ABSECON | NJ | 08201 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,000 | ||||
| ST JUDES CHILDRENS HOSPITAL | ||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| ST MONICAS PARISH | ||||||||||
| 2651 ATLANTIC AVE | ATLANTIC CITY | NJ | 08401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,000 | ||||
| STANLY MARCZYK SCHOLARSHIP FUN | ||||||||||
| 611 NEW ROAD | NORTHFIELD | NJ | 08225 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,250 | ||||
| STAR OF THE SEA SCHOOL | ||||||||||
| 15 N CALIFORNIA AVE | ATLANTIC CITY | NJ | 08401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,500 | ||||
| STOCKTON UNIVERSITY FOUNDATION | ||||||||||
| 101 VERA KING FARRIS DR | GALLOWAY | NJ | 08205 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 | ||||
| TARA MILLER MELANOMA FOUNDATION | ||||||||||
| PO BOX 3154 | MARGATE | NJ | 08402 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 | ||||
| THE DONNY FUND INC | ||||||||||
| 1000 BAY DRIVE | PLEASANTVILLE | NJ | 08232 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,100 | ||||
| THE HOMETOWN FOUNDATION INC DREAM RIDE | ||||||||||
| 275 SCHOOLHOUSE ROAD | CHESHIRE | CT | 06410 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,056 | ||||
| UNIVERSITY OF NOTRE DAME | ||||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 | ||||
| ATLANTIC CITY INDOOR ROWING ASSOCIATION | ||||||||||
| 3030 ATLANTIC AVE | ATLANTIC CITY | NJ | 08401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| COLLIER COMM FOUNDATION | ||||||||||
| 1110 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| FRIENDLY SONS OF ST PATRICK | ||||||||||
| 211 SIDNEY RD | PITTSTOWN | NJ | 08867 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| HISTORICAL SOCIETY OF PALM BEACH | ||||||||||
| 300 N DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,350 | ||||
| JDCH FOUNDATION | ||||||||||
| 3329 JOHNSON ST | HOLLYWOOD | FL | 33021 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $200 | ||||
| LITTLE FLOWER HS FOR GIRLS | ||||||||||
| 1000 W LYCOMING ST | PHILADELPHIA | PA | 19140 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| LINWOOD COUNTRY CLUB | ||||||||||
| 500 SHORE RD | LINWOOD | NJ | 08221 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, SCIENTIFIC, EDUCATIONAL, | $0 | ||||
| MUDGIRLS STUDIOS | ||||||||||
| 10 N MISSISSIPPI AVE 2ND FLOOR | ATLANTIC CITY | NJ | 08401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| NO 1 HUNGRY IN EHC | ||||||||||
| 350 BOSTON AVENUE | EGG HARBOR CITY | NJ | 08215 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 | ||||
| ABSECON LIGHTHOUSE | ||||||||||
| 31 S RHODE ISLAND AVE | ATLANTIC CITY | NJ | 08401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| OPPORTUNITY INC | ||||||||||
| 4171 WESTGATE AVENUE | WEST PALM BEACH | FL | 33409 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $9,300 | ||||
| ROSARIAN ACADEMY | ||||||||||
| 807 N FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $220 | ||||
| SOCIETY OF ST VINCENT DE PAUL | ||||||||||
| 1298 MAIN ST | BUFFALO | NY | 14209 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| SOUTH JERSEY CATHOLIC MINISTRIES | ||||||||||
| 631 MARKET ST | CAMDEN | NJ | 08102 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| SOUTH JERSEY FIELD OF DREAMS | ||||||||||
| 1000 MORTON AVE | ABSECON | NJ | 08201 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| ST AGNES CATHOLIC CHURCH | ||||||||||
| 445 N MAIN STREET | SELLERSVILLE | PA | 18960 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| TUNNEL TO TOWERS | ||||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| VILLANOVA UNIVERSITY | ||||||||||
| 800 E LANCASTER AVENUE | VILLANOVA | PA | 19085 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 | ||||
| FOOD ALLERGY RESEARCH & EDUCATION | ||||||||||
| 7901 JONES BRANCH DRIVE SUITE 240 | MCLEAN | VA | 22102 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| STACHESTRONG | ||||||||||
| 511 CASTLEMAN ROAD | VESTAL | NY | 13850 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $0 | ||||
| ALTRUVISION | ||||||||||
| 401 N 3RD STREET SUITE 305 | PHILADELPHIA | PA | 19123 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 | ||||
| BABY BASICS | ||||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,000 | ||||
| BENGAL BOUTS | ||||||||||
| 319 DUNCAN STUDENT CENTER | NOTRE DAME | IN | 46556 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 | ||||
| CASA FOR CHILDREN | ||||||||||
| 28 KENNEDY BLVD SUITE 350 | EAST BRUNSWICK | NJ | 08816 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| CENTRO TEPEYAC WOMEN'S CENTER | ||||||||||
| 12247 GEORGIA AVE | SILVER SPRING | MD | 20902 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| THE CRAIG FOUNDATION | ||||||||||
| PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $5,005 | PO BOX 8924 STN A | HALIFAX | CA | |||||
| EAGLES MERE FOUNDATION | ||||||||||
| PO BOX 402 | EAGLES MERE | PA | 17731 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,580 | ||||
| EAGLES MERE ATHLETIC ASSOCIATION | ||||||||||
| PO BOX 98 487 LAKEWOOD AVENUE | EAGLES MERE | PA | 17731 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 | ||||
| GRAY FOR GLIOBLASTOMA | ||||||||||
| 7272 WISCONSIN AVE FL 9 | BETHESDA | MD | 20814 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $104 | ||||
| GUILD HALL EAST | ||||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $259 | ||||
| GWYNEDD MERCY UNIVERSITY ANNUAL FUND | ||||||||||
| 1325 SUMNEYTOWN PIKE PO BOX 901 | GWYNEDD VALLEY | PA | 19437 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 | ||||
| HOLY SPIRIT GIRLS CREW | ||||||||||
| 1 NEW ROAD | ABSECON | NJ | 08201 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| JONATHAN'S LANDING CARES | ||||||||||
| 16823 CAPTAIN KIRLE DRIVE | JUPITER | FL | 33477 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,044 | ||||
| KIPS BAY BOYS AND GIRLS CLUB | ||||||||||
| 1835 UNIVERSITY AVE | BRONX | NY | 10453 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $53 | ||||
| LITTLE SISTERS OF THE POOR | ||||||||||
| 5300 CHESTER AVE | PHILADELPHIA | PA | 19143 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| LONGPORT VOLUNTEER AMBULENCE SQUAD | ||||||||||
| 2301 ATLANTIC AVENUE | LONGPORT | NJ | 08403 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $100 | ||||
| MARINE CORPS LAW ENFORCEMENT FUND | ||||||||||
| 273 COLUMBUS AVENUE SUITE 10 | TUCKAHOE | NY | 10707 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,750 | ||||
| NAPLES BOTANICAL GARDEN | ||||||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 | ||||
| THE PLEDGELING FOUNDATION | ||||||||||
| 2261 MARKET ST UNIT 5055 | SAN FRANCISCO | CA | 94114 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $118 | ||||
| HAWK FAMILY FOUNDATION | ||||||||||
| 901 KEYSTONE INDUSTRIAL PARK RD | DUNMORE | PA | 18512 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 | ||||
| SAMARITAN'S PURSE | ||||||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,000 | ||||
| SHY WOLF SANCTUARY | ||||||||||
| 1161 27TH ST SW | NAPLES | FL | 34117 | PC | TO PROVIDE FORSCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,389 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,517 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,632 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| INTEL CORP | Purchased | 2024-06 | $67,207 | $53,351 | $13,856 | |
| STARBUCKS CORP | Purchased | 2024-04 | $27,198 | $23,175 | $4,023 | 2020-04 |
| NEXTERA ENERGY INC | Purchased | 2024-04 | $25,014 | $3,376 | $21,638 | 2003-07 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $668,182 | EOYBookValueAmt |
| EOYFMV | $1,950,339 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $198,087 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $198,044 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INVESTMENT ADVISORY FEES | |
| FUNDRAISING EXPENSE | |
| NJ ANNUAL CORPORATE LICENSE | $33 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $884 | Amt |
| Disbursements Charitable Prps | $884 | DisbursementsCharitablePrpsAmt |
Comments