SADOCK FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SADOCK FAMILY FOUNDATION INC (EIN 83-1265602)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349100241
Schema version
2019v5.0
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)
Return2020-11-16T08:23:49-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12564 BRUNSWICK PIKEAddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP086484128ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831265602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SADOCK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSADOBusinessNameControlTxt
Phone6104583121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 BRANFORD DRIVEAddressLine1Txt
CityROBBINSVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08691ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIELLE C SADOCKPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFLORENCE H LAU MBA EAPreparerPersonNm
PTINP01584806PTIN
Phone6098839000PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.167.186.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm08:23:49IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1B091F4AA142215A8CCB6869FD2D2FC32E18272AAtSubmissionCreationDeviceId
At Submission Filing Device Id420D4E3D70D54B25DA6E4E418BFA0CF8DA933120AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,911,508FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16,846InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,846InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$88,050DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88,050DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,992NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,992GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,992CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,123,888TotalRevAndExpnssAmt
Total Net Invst Incm$123,888TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$855LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$855LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$15,526OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,526OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$16,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,381TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$410,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$410,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$426,381TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,381TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$410,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,697,507ExcessRevenueOverExpensesAmt
Net Investment Income$107,507NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Sav And Temp Cash Invst EOY$724,750SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$724,750SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$3,502,763CorporateStockEOYAmt
Corporate Stock EOYFMV$3,716,765CorporateStockEOYFMVAmt
Corporate Bonds EOY$469,993CorporateBondsEOYAmt
Corporate Bonds EOYFMV$469,993CorporateBondsEOYFMVAmt
Total Assets EOY$4,697,507TotalAssetsEOYAmt
Total Assets EOYFMV$4,911,508TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$4,697,507NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$4,697,507TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,697,507TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$4,697,507ExcessRevenueOverExpensesAmt
Subtotal$4,697,507SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,697,507TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$18,992CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,150InvestmentIncomeExciseTaxAmt
Subtotal$2,150SubtotalAmt
Tax Based On Investment Income$2,150TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$32EsPenaltyAmt
Tax Due$2,182TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1FOX ROTHSCHILD LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6104583121PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1747 CONSTITUTION DR STE 100AddressLine1Txt
CityEXTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP193410673ZIPCd
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
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
DANIELLE C SADOCK
3 BRANFORD DRIVEROBBINSVILLENJ08691PRESIDENT/TR10.00$0$0$0
HANNAH R SADOCK
3 BRANFORD DRIVEROBBINSVILLENJ08691SECRETARY4.00$0$0$0
ABBY APPLEBAUM
3 BRANFORD DRIVEROBBINSVILLENJ08691TRUSTEE4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,019,324AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$671,220AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,690,544TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,690,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,358CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,635,186NetVlNoncharitableAssetsAmt
Minimum Investment Return$181,759MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$181,759MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,150TaxBasedOnInvestmentIncomeAmt
Total Tax$2,150TotalTaxAmt
Distributable Before Adj$179,609DistributableBeforeAdjAmt
Distributable Before Ded$179,609DistributableBeforeDedAmt
Distributable As Adjusted$179,609DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$410,000ExpensesAndContributionsAmt
Qualifying Distributions$410,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$410,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$179,609DistributableAsAdjustedAmt
Qualifying Distributions$410,000QualifyingDistributionsAmt
Applied To Current Year$179,609AppliedToCurrentYearAmt
Remaining Distri From Corpus$230,391RemainingDistriFromCorpusAmt
Total Corpus$230,391TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$230,391ExcessDistriCyovToNextYrAmt
Excess From Current Year$230,391ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VISITATION HOME INC
2271 ROUTE 33 SUITE 105HAMILTON SQUARENJ08690POFTO ASSIST THOSE WITH DISABILITIES$400,000
RJ LEONARD FOUNDATION
PO BOX 1138DOYLESTOWNPA18901POFFOR FELLOWSHIPS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$410,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,846ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88,050ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,992ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$123,888ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,888TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDANIELLE SADOCKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13 BRANFORD DRIVEAddressLine1Txt
CityROBBINSVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08691ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS 3274BondNm
EOY Book Value$469,993EOYBookValueAmt
EOYFMV$469,993EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS 3274$3,006,969$3,174,982
INVESTMENTS 4876$250,000$262,537
INVESTMENTS 8985$245,794$279,246

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$855LegalFeesAmt
Net Investment Income$855NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ACCOUNT FEES$15,426$15,426
SERVICE CHARGES$100$100

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDANIELLE SADOCKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 BRANFORD DRIVEAddressLine1Txt
CityROBBINSVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08691ZIPCd

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