SUMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SUMAS FAMILY FOUNDATION INC (EIN 83-4471241)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349105678
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T12:23:01-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN743066984PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Michael C Fresco CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124 Brant AvenueAddressLine1Txt
CityClarkCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07066ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN834471241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SUMAS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUMABusinessNameControlTxt
Phone9734672200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1733 MOUNTAIN AVENUEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07081ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLUIGI PERRIPersonNm
Person TitleTreasurerPersonTitleTxt
Phone9734672200PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLUIGIPersonFirstNm
Person LastPERRIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL C FRESCO CPAPreparerPersonNm
PTINP00325696PTIN
Phone7323813200PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$384,586FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$393,936ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$393,936TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$22,110AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$8,655AccountingFeesChrtblPrpsAmt
Printing And Pub Rev And Expnss$640PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$142,070OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,550OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$164,820TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,205TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$79,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$243,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,205TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$150,116ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$190,263CashBOYAmt
Cash EOY$358,936CashEOYAmt
Cash EOYFMV$358,936CashEOYFMVAmt
Acct Rcvbl$25,650AcctRcvblAmt
Acct Rcvbl BOY$29,050AcctRcvblBOYAmt
Acct Rcvbl EOY$25,650AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$25,650AcctRcvblEOYFMVAmt
Total Assets BOY$219,313TotalAssetsBOYAmt
Total Assets EOY$384,586TotalAssetsEOYAmt
Total Assets EOYFMV$384,586TotalAssetsEOYFMVAmt
Accounts Payable BOY$36,033AccountsPayableBOYAmt
Accounts Payable EOY$51,190AccountsPayableEOYAmt
Total Liabilities BOY$36,033TotalLiabilitiesBOYAmt
Total Liabilities EOY$51,190TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$183,280RetainedEarningBOYAmt
Retained Earning EOY$333,396RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$183,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$333,396TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$219,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$384,586TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$183,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$150,116ExcessRevenueOverExpensesAmt
Subtotal$333,396SubtotalAmt
Tot Net Ast Or Fund Balances EOY$333,396TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LUIGI PERRIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9734672200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1733 MOUNTAIN AVENUEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07081ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PERRY BLATT
733 MOUNTAIN AVENUESPRINGFIELDNJ07081President3.00$0
LUIGI PERRI
733 MOUNTAIN AVENUESPRINGFIELDNJ07081Treasurer3.00$0
AMANDA FISCHER
733 MOUNTAIN AVENUESPRINGFIELDNJ07081Secretary3.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$269,632AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$269,632TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$269,632AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$265,588NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,279MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,279MinimumInvestmentReturnAmt
Distributable Before Adj$13,279DistributableBeforeAdjAmt
Distributable Before Ded$13,279DistributableBeforeDedAmt
Distributable As Adjusted$13,279DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,205ExpensesAndContributionsAmt
Qualifying Distributions$89,205QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,279DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$40,499ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,039ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$149,124ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$227,662TotalExcessDistributionCyovAmt
Qualifying Distributions$89,205QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,279AppliedToCurrentYearAmt
Remaining Distri From Corpus$75,926RemainingDistriFromCorpusAmt
Total Corpus$303,588TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$303,588ExcessDistriCyovToNextYrAmt
Excess From Year3$40,499ExcessFromYear3Amt
Excess From Year2$38,039ExcessFromYear2Amt
Excess From Year1$149,124ExcessFromYear1Amt
Excess From Current Year$75,926ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUTISM SPEAKS INC
1060 STATE ROAD 2ND FLOORPRINCETONNJ08540PCGENERAL SUPPORT$15,000
COMMUNITY FOOD BANK OF NEW JERSEY
31 EVANS TERMINALHILLSIDENJ07205PCGENERAL SUPPORT$5,000
FIRST TEE NEW YORK INC
3545 JEROME AVENUEBRONXNY10467PCGENERAL SUPPORT$2,500
MARKET STREET MISSION INC
9 MARKET STREETMORRISTOWNNJ07960PCGENERAL SUPPORT$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCGENERAL SUPPORT$5,000
NJ SHARING NETWORK FOUNDATION
691 CENTRAL AVENUENEW PROVIDENCENJ07974PCGENERAL SUPPORT$15,000
ST NICHOLAS CONSTANTINE & HELEN GREEK CH
80 LAUREL AVENUEROSAELANDNJ07068PCGENERAL SUPPORT$15,000
TED R GREEN FOUNDATION
116 RHODE ISLAND AVENUEEAST ORANGENJ07018PCGENERAL SUPPORT$5,000
THE ALS ASSOCIATION GREATER PHILADELPHIA
321 NORRISTOWN RDAMBLERPA19002PCGENERAL SUPPORT$5,000
THE ARC OF ESSEX COUNTY INC
123 NAYLON AVENUELIVINGSTONNJ07039PCGENERAL SUPPORT$1,000
THE SALVATION ARMY NJ DIVISION
4 GARY ROADUNIONNJ07083PCGENERAL SUPPORT$2,500
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040PCGENERAL SUPPORT$5,000
TRINITAS HEALTH FOUNDATION
PO BOX 259ELIZABETHNJ07207PCGENERAL SUPPORT$500
UNITED WAY OF GREATER UNION COUNTY
33 WEST GRAND STREETELIZABETHNJ07202PCGENERAL SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,000TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (16 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CALANDRAS BAKERY
1244 ROUTE 46 EASTFAIRFIELDNJ07006$10,000Yes (X)
CORPORATE BUILDING SERVICES
22202 ROUTE 22BREWSTERNY10509$7,000Yes (X)
DFA DAIRY BRANDS
3PO BOX 955334 DEPT 33401FORT WORTHTX76155$5,000Yes (X)
DIFRANCESCO BATEMAN COLEY YOSPIN KU
415 MOUNTAINSIDE BOULEVARDWARRENNJ07059$5,000Yes (X)
ENVIRO SERVICE & SUPPLY CORP
545B MARBLE LOOPSTATEN ISLANDNY10309$5,000Yes (X)
GREENBAUM ROWE SMITH & DAVID LLP
699 WOOD AVENUE SOUTHISELINNJ08830$10,000Yes (X)
INSERRA SUPERMARKETS
720 RIDGE ROADMAHWAHNJ07430$5,000Yes (X)
KIMBERLY-CLARK CORPORATION
8351 PHELPS DRIVEIRVINGTX75038$6,000Yes (X)
KORNGUT PALEUDIS LLC
9225 WEST 34TH ST SUITE 2205NEW YORKNY10122$5,000Yes (X)
LOWENSTEIN SANDLER
10ONE LOWENSTEIN DRIVEROSELANDNJ07068$10,000Yes (X)
MANOS FAMILY PROVISIONS LLC
11206 ANTHONY COURTMORGANVILLENJ07751$5,000Yes (X)
OTOOLE SCRIVO LLC
1214 VILLAGE PARK ROADCEDAR GROVENJ07009$10,000Yes (X)
POLAR BEVERAGES
131001 SOUTHBRIDGE STREETWORCESTERMA01610$5,000Yes (X)
RETAIL FLUENT
14535 US-46LITTLE FALLSNJ07424$5,000Yes (X)
THE COCA-COLA COMPANY
151 COCA COLA PLAZA NORTH WESTATLANTAGA30313$10,000Yes (X)
WOLLMUTH MAHER & DEUTSCH LLP
16500 5TH AVENUENEW YORKNY10110$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$22,110Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,655DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING AND MARKETING$552
BANK SERVICE CHARGES$1,550$1,550
DUES AND SUBSCRIPTIONS$139
EVENT PLANNING$6,000
FACILITY RENTAL$100,189
LICENSES AND PERMITS$244
PROMOTIONAL EXPENSES$27,655
RAFFLES AND PRIZES$5,005
SUPPLIES$736

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