JOHN AND NANCY SYKES FOUNDATION INCORPORATED: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND NANCY SYKES FOUNDATION INCORPORATED (EIN 22-3365673)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349103697
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:09:13-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222097516 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capaldi Reynolds & Pelosi PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 Tilton Road | AddressLine1Txt |
| City | Northfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | Incorporated | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6098220587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO Capaldi Reynolds332 Tilton Rd | AddressLine1Txt |
| City | Northfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas J Sykes | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6095173064 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Sykes | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Clayton K Himstedt | PreparerPersonNm |
| PTIN | P00617313 | PTIN |
| Phone | 6096414000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,249,077 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $57,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,152 | 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 |
| Legal Fees Rev And Expnss | $588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $147 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $441 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,813 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $126 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,353 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,736 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,374 | CashBOYAmt |
| Cash EOY | $238,093 | CashEOYAmt |
| Cash EOYFMV | $238,093 | CashEOYFMVAmt |
| Corporate Stock BOY | $770,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $747,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,010,984 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,117,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $986,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,249,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| 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 |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,111,913 | RetainedEarningBOYAmt |
| Retained Earning EOY | $980,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,117,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $986,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,117,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $986,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,117,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,706 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $986,049 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $986,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SOLD 436 SHS BP PLC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2002-05-03 | AcquiredDt |
| Sold | 2022-05-03 | SoldDt |
| Gross Sales Price | $12,308 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,061 | CostOrOtherBasisAmt |
| Gain Or Loss | -$9,753 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$9,753 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $764 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $764 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $430 | 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 | $430 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $346 | TaxDueAmt |
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 | Yes (1) | 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 | DEBORAH SYKES | IndividualWithBooksNm |
| Phone | 6095173064 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 S 21ST STREET | AddressLine1Txt |
| City | LONGPORT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08403 | 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 | 0 | UndistributedIncomePYInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE MCCABE | ||||||||
| 8555 DANBURY BLVD 202 | NAPLES | FL | 34120 | PAST SECRETARY | 0.50 | $0 | $0 | $0 |
| KEVIN MCCABE | ||||||||
| 3 BARR CT | LINWOOD | NJ | 08221 | PAST TRUSTEE | 0.50 | $0 | $0 | $0 |
| TOM SYKES | ||||||||
| 801 NMASSACHUSETTS AVE | ATLANTIC CITY | NJ | 08401 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| DEBORAH SYKES | ||||||||
| 16150 W BAY DR 242 | JUPITER | FL | 33477 | 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 |
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 | $2,051,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,344,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,344,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,309,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $764 | TotalTaxAmt |
| Distributable Before Adj | $114,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $108,535 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $36,692 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $108,535 | AppliedToYear1Amt |
| Applied To Prior Years | $36,692 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,613 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $83,077 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARC SOUTHEAST | ||||||
| PO BOX 570132 | ATLANTA | GA | 30357 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $518 |
| ATLANTIC CITY ARTS FOUNDATION | ||||||
| 1535 BACHARACH BLVD | ATLANTIC CITY | NJ | 08401 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 |
| Atlanticare Foundation | ||||||
| 2500 English Creek Ave | Egg Harbor Twp | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,500 |
| BIG DOG RESCUE PROJECT | ||||||
| 605 W DICKSON ST STE 201 | FAYETTEVILLE | AR | 72701 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| CATHOLIC CHARITIES OF NJ PROVIDENCE HOUSE | ||||||
| 383 WEST STATE STREET | TRENTON | NJ | 08607 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| CATHOLIC FAITH APPEAL | ||||||
| PO BOX 60759 | FT MYERS | FL | 33906 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $300 |
| CATHOLIC STRONG DIOCESE OF CAMDEN | ||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $7,000 |
| COMMUNITY FOOD BANK | ||||||
| 6735 E BLACK HORSE PIKE | EGG HARBOR CITY | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||
| 191 PEACHTREE STREET NE | ATLANTA | GA | 30303 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| COVENANT HOUSE | ||||||
| 227 N SOUTH CAROLINA AVE | ATLANTIC CITY | NJ | 08401 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 |
| EAGLES MERE BORO MUSEUM | ||||||
| 288 EAGLES MERE AVE | EAGLES MERE | PA | 17731 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| FRANCISCAN SISTERS OF THE POOR | ||||||
| 708 THIRD AVE | NEW YORK | NY | 10017 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 |
| FURRY FRIEND CHARITIES | ||||||
| 3531 ROMEA CIR | NEW SMYRNA BEACH | FL | 32168 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,600 |
| GEORGIAN COURT | ||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| HEALING FOR THE SOUL | ||||||
| 720 WESLEY AVENUE | PLEASANTVILLE | NJ | 08232 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 |
| HOLY SPIRIT HIGH SCHOOL | ||||||
| 1 NEW ROAD | ABSECON | NJ | 08201 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $10,000 |
| HOUSE OF CHARITY | ||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,300 |
| HSHS SACRED HEART HOSPITAL | ||||||
| 900 W CLAIREMONT AVE | EAU CLAIRE | WI | 54701 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 |
| LONGPORT BOROUGH | ||||||
| 2305 ATLANTIC AVE | LONGPORT | NJ | 08403 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $400 |
| Margate Rec Hoops | ||||||
| 8103 Winchester Ave | Margate City | NJ | 08402 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $400 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,500 |
| ROSEMOUNT COLLEGE | ||||||
| 1400 Montgomery Avenue | Rosemount | PA | 19010 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| SOUTH JERSEY COASTAL ROWING | ||||||
| PO BOX 442 | MOUNT LAUREL | NJ | 08054 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| ST ELIZABETH ANN SETON CHURCH | ||||||
| 591 NEW JERSEY AVENUE | Absecon | NJ | 08201 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 |
| ST JUDES CHILDRENS HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 |
| St Monicas Parish | ||||||
| 2651 ATLANTIC AVE | Atlantic CITY | NJ | 08401 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| STANLY MARCZYK SCHOLARSHIP FUN | ||||||
| 611 NEW ROAD | NORTHFIELD | NJ | 08225 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| STAR OF THE SEA SCHOOL | ||||||
| 15 N CALIFORNIA AVE | ATLANTI CITY | NJ | 08401 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSE | $5,000 |
| STOCKTON UNIVERSITY FOUNDATION | ||||||
| 101 VERA KING FARRIS DR | GALLOWAY | NJ | 08205 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 |
| TARA MILLER MELANOMA FOUNDATION | ||||||
| PO BOX 3154 | Margate | NJ | 08402 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 |
| THE DONNY FUND INC | ||||||
| 1000 BAY Drive | PLEASANTVILLE | NJ | 08232 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $87,542 |
| THE HOMETOWN FOUNDATION INC DREAM RIDE | ||||||
| 275 SCHOOLHOUSE ROAD | CHESHIRE | CT | 06410 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $90 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,450 | 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 | $57,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,399 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREP | CategoryTxt |
| Amt | $7,750 | Amt |
| Net Investment Income | $1,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,813 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SIGNED:_________________________________DATE___________________________________________________________________NAME AND TITLE | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $747,956 | EOYBookValueAmt |
| EOYFMV | $2,010,984 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $588 | LegalFeesAmt |
| Net Investment Income | $147 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $441 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $46 | $46 | $0 |
| FUNDRAISING EXPENSE | $1,657 | $0 | $1,657 |
| NJ ANNUAL CORPORATE LICENSE | $33 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEB DESIGN | CategoryTxt |
| Amt | $168 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $126 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $17,353 | $0 | $17,353 |
| TAXES - OTHER | $60 | $0 | $0 |
Comments