SUMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SUMAS FAMILY FOUNDATION INC (EIN 83-4471241)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-26
IRS object ID
202142999349100329
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-26T11:09:14-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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)
In Care Of% MELISSA ANDERSENInCareOfNm
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
Signature2021-10-12SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIE ARRIGOPreparerPersonNm
PTINP00058583PTIN
Phone2129498700PhoneNum
Preparation2021-10-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$78,118FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$59,185ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$59,185TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$31OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$31OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,281TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,281TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,904ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,584CashBOYAmt
Cash EOY$78,118CashEOYAmt
Cash EOYFMV$78,118CashEOYFMVAmt
Total Assets BOY$62,584TotalAssetsBOYAmt
Total Assets EOY$78,118TotalAssetsEOYAmt
Total Assets EOYFMV$78,118TotalAssetsEOYFMVAmt
Accounts Payable BOY$26,770AccountsPayableBOYAmt
Accounts Payable EOY$25,400AccountsPayableEOYAmt
Total Liabilities BOY$26,770TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,400TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$35,814RetainedEarningBOYAmt
Retained Earning EOY$52,718RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,814TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$52,718TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$62,584TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$78,118TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,814TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,904ExcessRevenueOverExpensesAmt
Subtotal$52,718SubtotalAmt
Tot Net Ast Or Fund Balances EOY$52,718TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MELISSA ANDERSENBusinessNameLine1Txt
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PERRY BLATT
733 MOUNTAIN AVENUESPRINGFIELDNJ07081PRESIDENT3.0$0$0$0
LUIGI PERRI
733 MOUNTAIN AVENUESPRINGFIELDNJ07081TREASURER3.0$0$0$0
AMANDA FISCHER
733 MOUNTAIN AVENUESPRINGFIELDNJ07081SECRETARY3.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,127AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$86,127TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$86,127AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$84,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,242MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,242MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$4,242DistributableBeforeAdjAmt
Distributable Before Ded$4,242DistributableBeforeDedAmt
Distributable As Adjusted$4,242DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,281ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$42,281QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,281AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,242DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr1$40,499ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,499TotalExcessDistributionCyovAmt
Qualifying Distributions$42,281QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$4,242AppliedToCurrentYearAmt
Remaining Distri From Corpus$38,039RemainingDistriFromCorpusAmt
Total Corpus$78,538TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$78,538ExcessDistriCyovToNextYrAmt
Excess From Year1$40,499ExcessFromYear1Amt
Excess From Current Year$38,039ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL COUNCIL - JEWISH WOMEN OF ESSEX
70 SOUTH ORANGE AVE 120LIVINGSTONNJ07039NONEPCGENERAL SUPPORT$9,000
PITTIES AND PALS RESCUE INC
PO BOX 692JACKSONNJ08527NONEPCGENERAL SUPPORT$500
DEVEREUX FOUNDATION
2021 RENAISSANCE BLVDKING OF PRUSSIAPA19406NONEPCGENERAL SUPPORT$2,500
HAYDEN'S HEART INC
118 BATHURST AVENUENORTH ARLINGTONNJ07031NONEPCGENERAL SUPPORT$1,000
CONSTANTINE & HELEN GREEK ORTHODOX CHURCH
80 LAUREL AVENUEROSELANDNJ07068NONEPCGENERAL SUPPORT$12,000
THE ARC OF ATLANTIC COUNTY INC
550 DELILAH ROAD SUITE 101EGG HARBOR TOWNSHIPNJ08234NONEPCGENERAL SUPPORT$3,250
ALS ASSOCIATION GREATER PHILADELPHIA CHAPTER
321 NORRISTOWN ROAD SUITE 260AMBLERPA19902NONEPCGENERAL SUPPORT$5,000
THE VALERIE FUND
2101 MILLBURN AVEMAPLEWOODNJ07040NONEPCGENERAL SUPPORT$5,500
ARTS COUNCIL OF THE MORRIS AREA
14 MAPLE AVEMORRISTOWNNJ07960NONEPCGENERAL SUPPORT$1,000
SHORE MEDICAL CENTER
100 MEDICAL CENTER WAYSOMERS POINTNJ08244NONEPCGENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

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

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$31RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$31DisbursementsCharitablePrpsAmt

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