JOHN AND NANCY SYKES FOUNDATION INCORPORATED: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND NANCY SYKES FOUNDATION INCORPORATED (EIN 22-3365673)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202222909349100717
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T10:14:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 6098220587 | PhoneNum |
| Signature | 2022-10-17 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,444,845 | 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 | $47,422 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,250 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,250 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $325,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,436 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $205,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,886 | 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 |
| Accounting Fees Rev And Expnss | $7,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,788 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $972 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,741 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,741 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,570 | CashBOYAmt |
| Cash EOY | $347,374 | CashEOYAmt |
| Cash EOYFMV | $347,374 | CashEOYFMVAmt |
| Corporate Stock BOY | $840,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $770,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,097,471 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $147,128 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,053,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,117,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,444,845 | 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 | $1,047,993 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,111,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,053,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,117,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,053,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,117,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,053,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,117,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,117,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 521.709 SHS COLUMBIA ACORN | P | 2020-12-18 | 2021-07-06 | $19,057 | $18,040 | $1,017 | $1,017 |
| 202 SHS CLOROX COMPANY | P | 2010-05-21 | 2021-07-09 | $36,534 | $12,887 | $23,647 | $23,647 |
| SHS COLUMBIA ACORN | P | 2002-05-03 | 2021-07-06 | $157,528 | $134,622 | $22,906 | $22,906 |
| 103 SHS DIAGEO PLC | P | 2002-10-21 | 2021-07-09 | $19,454 | $5,635 | $13,819 | $13,819 |
| 292 SHS WEINGARTEN REALTY | P | 2002-05-03 | 2021-08-05 | $642 | $7,021 | -$6,379 | -$6,379 |
| FRCTL SH KIMCO REALTY CORP | P | 2021-08-05 | 2021-08-05 | $3 | $3 | $3 | |
| 500 SHS CORESITE REALTY CORP | P | 2018-05-03 | 2021-12-29 | $85,000 | $50,661 | $34,339 | $34,339 |
| 411 SHS KIMCO REALTY MERGER | P | 2002-05-03 | 2021-08-05 | $7,019 | $7,019 | $7,019 | |
| COST ADJUSTMENT | P | 2019-12-31 | 2021-12-31 | $935 | -$935 | -$935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,436 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,557 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $430 | OverpaymentAmt |
| Applied To ES Tax | $430 | 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 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | 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 (8 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 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOE BROWN | ||||||||
| 27 BRAMPTON COURT | GALLOWAY | NJ | 08205 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN GLASSEY | ||||||||
| 1000 BAY DRIVE | WEST ATLANTIC CITY | NJ | 08232 | CO-TRUSTEE | 8.00 | $0 | $0 | $0 |
| ROBERT HUGHEY | ||||||||
| 8603 VENTNOR AVE | MARGATE | NJ | 08402 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| KEVIN MCCABE | ||||||||
| 3 BARR CT | LINWOOD | NJ | 08221 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| DR DAVID SMITH | ||||||||
| 1600 LAKE DR | LINWOOD | NJ | 08221 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| TOM SYKES | ||||||||
| 801 NMASSACHUSETTS AVE | ATLANTIC CITY | NJ | 08401 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| KELLY HUNT | ||||||||
| 318 SOUTHMOOR DRIVE | GALLOWAY | NJ | 08205 | CO-TRUSTEE | 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 | $2,039,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,246,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,246,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,213,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,127 | TotalTaxAmt |
| Distributable Before Adj | $108,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,535 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $99,614 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Total For Prior Years | $56,909 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $99,614 | AppliedToYear1Amt |
| Applied To Prior Years | $20,217 | 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 | $36,692 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $36,692 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $108,535 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 49TH BLOCK SOCIETY AC THE ATLANTIC CITY ARTS FOUNDATION | ||||||
| PO BOX 3154 | ATLANTIC CITY | NJ | 08404 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,000 |
| ATLANTIC CITY RESCUE MISSION | ||||||
| 2009 BACHARACH BLVD | ATLANTIC CITY | NJ | 08401 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| Atlanticare Foundation | ||||||
| 2500 English Creek Ave | Egg Harbor Twp | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,800 |
| Baby Basics of Collier County | ||||||
| PO Box 413005 | Naples | FL | 34101 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,000 |
| BIG DOG RESCUE PROJECT | ||||||
| 605 W DICKSON ST STE 201 | FAYETTEVILLE | AR | 72701 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,425 |
| BLESSED SACREMENT CHURCH | ||||||
| 11 N KENYON AVE | MARGATE | NJ | 08402 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $200 |
| BOROUGH OF LONGPORT LIFEGUARD | ||||||
| 2305 ATLANTIC AVE | LONGPORT | NJ | 08403 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $150 |
| BOYS & GIRLS CLUB OF ATLANTIC CITY | ||||||
| 317 N PENNSYLVANIA AVE | ATLANTIC CITY | NJ | 08401 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $1,000 |
| CASA ATLANTIC CITY | ||||||
| 321 SHORE RD | SOMERS POINT | NJ | 08102 | 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. | $2,750 |
| CATHOLIC STRONG DIOCESE OF CAMDEN | ||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,500 |
| CENTER FOR FAMILY SERVICES | ||||||
| 584 BENSON STREET | CAMDEN | NJ | 08103 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,050 |
| COMMUNITY FOOD BANK | ||||||
| 6735 E BLACK HORSE PIKE | EGG HARBOR CITY | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,000 |
| 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. | $1,000 |
| EAGLES MERE CONSERVANCY | ||||||
| 487 Lakewood Avenue | Eagles MERE | PA | 17731 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $800 |
| FACES 4 AUTISM | ||||||
| 1049 OCEAN HEIGHTS AVE | EGG HARBOR CITY | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 |
| GIVE FOUNDATION GIVE INDIA | ||||||
| PO BOX 50876 | PALO ALTO | CA | 94303 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $539 |
| GREATER ATLANTIC CANCER FOUNDATION GACF | ||||||
| 2500 English Creek Ave | Egg Harbor Twp | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,890 |
| HOLY SPIRIT HIGH SCHOOL MUSIC DEPARTMENT | ||||||
| 500 S New Road | Absecon | NJ | 08201 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $11,000 |
| HOUSE OF CHARITY | ||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $250 |
| LARC SCHOOL | ||||||
| 1089 CREEK ROAD | BELLMAWR | NJ | 08031 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,880 |
| LEARNING A-Z | ||||||
| 1840 E RIVER RD STE 220 | TUCSON | AZ | 85718 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $216 |
| MAINLAND PBA 77 | ||||||
| 6712 WASHINGTON AVE | EGG HARBOR CITY | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| Margate Rec Hoops | ||||||
| 8103 Winchester Ave | Margate City | NJ | 08402 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $600 |
| PENN MEDICINE HOSPICE | ||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $100 |
| PROJECT HOPE HELP HOPE LIVE ORG | ||||||
| PO BOX 5029 | HAGERSTOWN | MD | 21741 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 |
| REMEMBERING JAMIE SCHOLARSHIP | ||||||
| PO BOX 370 | SOMERS POINT | NJ | 08244 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $100 |
| ROSEMOUNT COLLEGE | ||||||
| 1400 Montgomery Avenue | Rosemount | PA | 19010 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,000 |
| SJ FIELD OF DREAMS | ||||||
| 1000 Bay Drive | West Atlantic City | NJ | 08232 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $15,171 |
| ST AGNES CHURCH | ||||||
| VANDERBILT ROAD | NAPLES | FL | 34120 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,000 |
| ST AUGUSTINE PREPARATORY SCHOOL | ||||||
| 611 CEDAR AVE | RICHLAND | NJ | 08350 | 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. | $7,000 |
| St Joseph House | ||||||
| 3307 Austin St | Houston | TX | 77004 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,500 |
| 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 | $3,000 |
| STOCKTON UNIVERSITY FOUNDATION | ||||||
| 101 VERA KING FARRIS DR | GALLOWAY | NJ | 08205 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| TARA MILLER MELANOMA FOUNDATION | ||||||
| PO BOX 3154 | Margate | NJ | 08402 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| THE HOMETOWN FOUNDATION INC DREAM RIDE | ||||||
| 275 SCHOOLHOUSE ROAD | CHESHIRE | CT | 06410 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $520 |
| THE WOMEN'S CENTER | ||||||
| 133 PARK ST NE | VIENNA | VA | 22180 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $1,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $300 |
| VILLANOVA UNIVERSITY | ||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,741 | 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 | $61,250 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,886 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| The Charity League | |||||||
| 1 | 216 Mystic Drive | Egg Harbor Township | NJ | 08234 | $17,000 | Yes (X) | |
| DEBORAH SYKES | |||||||
| 2 | 11650 W BAY DR | JUPITER | FL | 33477 | $5,157 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 100 SHRS OF CARRIER GLOBAL CORP | NoncashPropertyDesc |
| Fair Market Value | $5,157 | FairMarketValueAmt |
| Received | 2021-07-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREP | CategoryTxt |
| Amt | $7,650 | Amt |
| Net Investment Income | $3,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,825 | 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 | $770,381 | EOYBookValueAmt |
| EOYFMV | $2,097,471 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $80 | $80 | $0 |
| FUNDRAISING EXPENSE | $16,864 | $0 | $11,000 |
| POSTAGE | $232 | $0 | $232 |
| NJ ANNUAL CORPORATE LICENSE | $33 | $0 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,200 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $11,728 | $912 | $0 |
| TAXES - OTHER | $60 | $60 | $0 |
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