JOHN F SCARPA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN F SCARPA FOUNDATION (EIN 23-2939489)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349100424
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T08:35:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231406493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORISON COGEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 484 NORRISTOWN RD STE 100 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | 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 | 232939489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN FSCARPA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6096469400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334804040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F SCARPA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6096469400 | PhoneNum |
| Signature | 2022-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SCARPA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L MARTIN MILLER CPA | PreparerPersonNm |
| PTIN | P00023394 | PTIN |
| Phone | 2674403000 | 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 | $3,494,923 | 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 | $1,195,616 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $972,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,742 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,256 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,256 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,540,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,238 | 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 | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,262 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,262 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,488 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,257 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,004 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,419,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,419,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,535,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,419,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,083 | CashBOYAmt |
| Cash EOY | $12,122 | CashEOYAmt |
| Cash EOYFMV | $12,122 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,300 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,882 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $203,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $140,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $523,943 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,699,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,216,850 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,764,976 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,972,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,563,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,494,923 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,972,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,563,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,972,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,563,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,972,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,563,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,972,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,976,243 | SubtotalAmt |
| Other Decreases | $412,999 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,563,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB - PUBLICLY TRADED SECURITIES | P | $828,038 | $671,772 | $156,266 | $156,266 |
| CHARLES SCHWAB - PUBLICLY TRADED SECURITIES | P | $29,980 | $29,889 | $91 | $91 |
| FROM K1: ZCA ROCK ISLAND, LP | P | $5,011 | $5,011 | $5,011 | |
| CAPITAL GAINS DIVIDENDS | P | $109,374 | $109,374 | $109,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,742 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,079 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,079 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,079 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | 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 | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,921 | OverpaymentAmt |
| Applied To ES Tax | $2,921 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F SCARPA PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096469400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3122 FIRE ROAD | AddressLine1Txt |
| City | EGG HARBOR TWP | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08234 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN F SCARPA | ||||||||
| 1676 SOUTH OCEAN BLVD | PALM BEACH | FL | 334804040 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL B AZEEZ | ||||||||
| 3122 FIRE ROAD | EGG HARBOR | NJ | 08234 | TREASURER, DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL P HANEY | ||||||||
| 1001 E HECTOR STREET | CONSHOHOCKEN | PA | 19428 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,341,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,475 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $191,848 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,599,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,599,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,545,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,079 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,079 | TotalTaxAmt |
| Distributable Before Adj | $173,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,184 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,419,987 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,419,987 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $271,620 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $353,673 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $350,401 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,443,103 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,132,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,551,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,419,987 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,246,803 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,798,020 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $271,620 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,526,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $353,673 | ExcessFromYear4Amt |
| Excess From Year3 | $350,401 | ExcessFromYear3Amt |
| Excess From Year2 | $1,443,103 | ExcessFromYear2Amt |
| Excess From Year1 | $2,132,420 | ExcessFromYear1Amt |
| Excess From Current Year | $1,246,803 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F SCARPA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||||||
| 2300 CENTREPARK WEST DRIVE | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | ||||
| AVALON LIONS CHARITIES FOUNDATION INC | |||||||||||
| PO BOX 365 | AVALON | NJ | 08202 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | ||||
| AVALON RESCUE SQUAD | |||||||||||
| PO BOX 233 | AVALON | NJ | 08202 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| BIG BROTHERS BIG SISTERS OF CUMBERLAND & SALEM COUNTIES | |||||||||||
| PO BOX 2188 | VINELAND | NJ | 08362 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| BURLINGTON COUNTY ANIMAL SHELTER | |||||||||||
| 35 ACADEMY DRIVE | WESTHAMPTON | NJ | 08060 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $250 | ||||
| CCTEC FOUNDATION INC | |||||||||||
| 3400 COLLEGE DRIVE | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $101,000 | ||||
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | ||||
| CUMBERLAND CAPE ATLANTIC YMCA | |||||||||||
| 1159 E LANDIS AVENUE | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $20,000 | ||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||
| 700 S DIXIE HIGHWAY SUITE 100 | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | ||||
| ECOFLIGHT | |||||||||||
| 307 ASPEN AIRPORT BUSINESS CENTER | ASPEN | CO | 81611 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | SUITE L | |||
| FAMILIES FIRST OF PALM BEACH COUNTY | |||||||||||
| 3333 FOREST HILL BOULEVARD SECOND | WEST PALM BEACH | FL | 33406 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | FLOOR | |||
| FOUNDCARE | |||||||||||
| 2330 S CONGRESS AVENUE | WEST PALM BEACH | FL | 33406 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $100,000 | ||||
| FRED'S FOOTSTEPS | |||||||||||
| PO BOX 315 | GLADWYNE | PA | 19035 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| GARDEN STATE COUNCIL BOY SCOUTS OF AMERICA | |||||||||||
| 693 RANCOCAS ROAD | WESTHAMPTON | NJ | 08060 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 | ||||
| GLASSTOWN PRODUCTIONS | |||||||||||
| 600 G STREET | MILLVILLE | NJ | 08332 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | ||||
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||||||
| 40 W 57TH STREET SUITE 1440 | NEW YORK | NY | 10019 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | ||||
| IAMA ATTN ROBERT CARULLO | |||||||||||
| 7 CRANBERRY LANE | SHAMONG | NJ | 08088 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | ||||
| IMPACT ISRAEL | |||||||||||
| 4340 EAST-WEST HIGHWAY SUITE 202 | BETHESDA | MD | 20814 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | ||||
| INSPIRA FOUNDATION | |||||||||||
| 2950 COLLEGE DRIVE SUITE 1F | VINELAND | NJ | 08362 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $122,500 | ||||
| JOHN J BURNS LIBRARY BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02647 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $12,500 | ||||
| LARC SCHOOL | |||||||||||
| 1828 CENTRE PO BOX 99106 | CAMDEN | NJ | 08101 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,500 | ||||
| MARINE CORPS LAW ENFOREMENT FOUNDATION | |||||||||||
| PO BOX 704 | MAPLE SHADE | NJ | 08052 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $21,000 | ||||
| MILLVILLE ARMY AIR FIELD MUSEUM | |||||||||||
| 1 LEDDON STREET | MILLVILLE | NJ | 08332 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $6,000 | ||||
| NATIONAL INSTITUTE OF TRANSPORTATION | |||||||||||
| 2600 W OLIVE AVENUE SUITE 500 | BURBANK | CA | 91505 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | ||||
| NATIONAL LAW ENFORCEMENT MUSEUM | |||||||||||
| 901 E STREET NW SUITE 100 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | ||||
| PALM BEACH ISLAND CATS INC | |||||||||||
| PO BOX 173 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| PALM BEACH POLICE & FIRE FOUNDATION | |||||||||||
| 139 NORTH COUNTY ROAD SUITE 26 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $16,000 | ||||
| PEGGY ADAMS ANIMAL RESCUE LEAQUE | |||||||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $24,000 | ||||
| PURPLE MOUNTAIN INSTITUTE | |||||||||||
| 11505 E CAMINO DEL DESIERTO | TUSCON | AZ | 85747 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | ||||
| ROBIN HOOD PROJECT | |||||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 | ||||
| SALESIAN SISTERS | |||||||||||
| 659 BELMONT AVE | NORTH HALEDON | NJ | 07508 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,500 | ||||
| ST AUGUSTINE PREP | |||||||||||
| 611 CEDAR AVE | RICHLAND | NJ | 08350 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $38,830 | ||||
| ST BARBARA RC CHAPEL OF VINELAND | |||||||||||
| PO BOX 2733 | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $250 | ||||
| ST BRENDAN THE NAVIGATOR | |||||||||||
| 5012 DUNE DRIVE | AVALON | NJ | 08202 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| ST JOSEPH'S VILLA | |||||||||||
| 1101 W WISSAHICKON AVENUE | FLOURTOWN | PA | 19031 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| ST MARY SCHOOL | |||||||||||
| 735 UNION ROAD | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $59,570 | ||||
| ST PADRE PIO PARISH | |||||||||||
| 4680 DANTE AVENUE | VINELAND | NJ | 08361 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| STOCKTON UNIVERSITY FOUNDATION | |||||||||||
| 101 VERA KING FARRIS DRIVE | GALLOWAY | NJ | 08205 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $252,500 | ||||
| THE AMERICAN UNIVERSITY OF ROME ATTN RICHARD HODGES | |||||||||||
| NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | VIA PIETRO ROSELLI 4-00153 | ROME | IT | |||||
| TOUCH RATE LLC | |||||||||||
| PO BOX 149428 | ORLANDO | FL | 32814 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $9,333 | ||||
| VILLANOVA UNIVERSITY SCHOOL OF LAW | |||||||||||
| 299 N SPRING MILL RD | VILLANOVA | PA | 19085 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $523,254 | ||||
| VINELAND HISTORICAL AND ANTIQUATIAN SOCIETY | |||||||||||
| PO BOX 35 | VINELAND | NJ | 08362 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | ||||
| WEST PALM BEACH POLICE FOUNDATION | |||||||||||
| PO BOX 851 | WEST PALM BEACH | FL | 33402 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | ||||
| WHEATON ARTS | |||||||||||
| 1501 GLASSTOWN ROAD | MILLVILLE | NJ | 08332 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $3,500 | ||||
| WILLSEYE FOUNDATION | |||||||||||
| 840 WALNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,419,987 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,403 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,742 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $344,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,406 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN F SCARPA | |||||||
| 1 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $149,333 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 2 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $39,560 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 3 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $46,140 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 4 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $111,485 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 5 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $515,000 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 6 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $87,173 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 7 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $246,925 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,697 SHS MONTROSE ENVIRONMENT | $149,333 | 2021-05-06 |
| 2 | 2,000 SHS VROOM INC | $39,560 | 2021-11-11 |
| 3 | 2,000 SHS VROOM INC | $46,140 | 2021-10-19 |
| 4 | 2,606 SHS VROOM INC | $111,485 | 2021-05-06 |
| 5 | 10,000 SHS COMCAST | $515,000 | 2021-12-02 |
| 6 | 6,424 SHS VROOM INC | $87,173 | 2021-12-02 |
| 7 | 3,500 SHS AMERICAN FUNDS GROWTH FUND | $246,925 | 2021-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMCAST CORP NEW CL A | $85,059 | $448,038 |
| PHILIP MORRIS INTERNATIONAL INC | $55,331 | $75,905 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD GROWTH | AT COST | $117,615 | $250,944 |
| VANGUARD VALUE | AT COST | $435,060 | $594,177 |
| ISHARES INT GOV CREDIT BOND ETF | AT COST | $543,972 | $570,911 |
| SUNBRIDGE EMERGING MARKET | AT COST | $98,564 | $79,364 |
| HSBC OPPTY FD CL I | AT COST | $36,873 | $22,279 |
| LOOMIS SAYLES GLOBAL GROWTH CL Y | AT COST | $286,958 | $390,886 |
| UNDISCOVERED MGRS BEHAVIORAL VALUE FL L | AT COST | $55,255 | $75,393 |
| VANGUARD REAL ESTATE INDEX FD ADMIRAL | AT COST | $17,978 | $25,856 |
| HOTCHKIS & WILEY GLOBAL VALUE I | AT COST | $114,878 | $154,088 |
| MFS INTL GROWTH CL I | AT COST | $161,960 | $226,177 |
| ZCA ROCK ISLAND | AT COST | $4,756 | $4,756 |
| ZCA CHESTERBROOK | AT COST | $34,452 | $34,452 |
| 321 HILLSIDE DEVELOPMENT | AT COST | $23,179 | $23,179 |
| SPDR GOLD SHARES | AT COST | $59,035 | $69,068 |
| BLACKROK STRATEGIC INCO | AT COST | $98,771 | $97,035 |
| VROOM INC | AT COST | $63,446 | $69,315 |
| AMERICAN FUNDS | AT COST | $4,457 | $16,664 |
| CATALYST INVESTORS V, LP | AT COST | $33,974 | $33,974 |
| ISHARES MSCI INTL VALUE | AT COST | $25,667 | $26,458 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO RECORD INVESTMENTS AT BROKER MAINTAINED COST BASIS | Desc |
| Amt | $412,999 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $330 | $0 | $0 |
| MISCELLANEOUS | $2,846 | $0 | $0 |
| LIFE INSURANCE PREMIUMS | $54,077 | $0 | $0 |
| RENTAL LOSS - 321 HILLSIDE DEVELOPMENT PARTNERS | $31,090 | $31,090 | $0 |
| OTHER DEDUCTIONS - CATALYST INVESTORS V, LP | $3,665 | $3,665 | $0 |
| OTHER DEDUCTIONS - ZCA CHESTERBROOK, LP | $183 | $183 | $0 |
| OTHER DEDUCTIONS - ZCA ROCK ISLAND, LP | $66 | $66 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1: ZCA CHESTERBROOK, LP | Desc |
| Revenue And Expenses Per Books | $1,256 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,256 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $14,262 | Amt |
| Net Investment Income | $14,262 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,339 | $0 | $0 |
| FOREIGN TAXES | $1,488 | $1,488 | $0 |
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