JOHN AND NANCY SYKES FOUNDATION INCORPORATED: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND NANCY SYKES FOUNDATION INCORPORATED (EIN 22-3365673)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349103372
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:18:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | JOHN SYKES JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6098220587 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Clayton K Himstedt | PreparerPersonNm |
| PTIN | P00617313 | PTIN |
| Phone | 6096414000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.239.49.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 15:22:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF1A57EABB70EFB3D85D332F0978CB1C5485A237 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A5262B644CC55C00C62457DF85D4EBA3798CBBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,022,551 | 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 | $44,686 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $65,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $938 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,760 | 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 | $7,488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $85 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,684 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,831 | CashBOYAmt |
| Cash EOY | $64,789 | CashEOYAmt |
| Cash EOYFMV | $64,789 | CashEOYFMVAmt |
| Corporate Stock BOY | $824,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $807,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,804,918 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $114,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $130,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,844 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,006,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,002,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,022,551 | 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 | $1,000,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $997,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,006,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,002,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,006,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,002,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,006,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,002,949 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,002,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY 2385 CASH IN LIEU | P | 2017-12-31 | 2019-03-29 | $13 | $8 | $5 | $5 |
| BECTON DICKSON | P | 2017-12-31 | 2019-09-11 | $12,927 | $1,525 | $11,402 | $11,402 |
| KNOWLES CORPORATION | P | 2017-12-31 | 2019-09-11 | $3,254 | $3,630 | -$376 | -$376 |
| TUPPER WARE BRANDS | P | 2011-11-23 | 2019-12-13 | $1,567 | $11,660 | -$10,093 | -$10,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $938 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,698,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,470 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,604,300 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039562 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,403,447 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034883 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,292 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,358,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047310 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,244 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,314,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053448 | DistributionYr5Rt |
| Total Distribution | 0.223908 | TotalDistributionRt |
| Average Distribution | 0.044782 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,819,737 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,491 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,952 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,435 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $922 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $922 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $2,469 | OverpaymentAmt |
| Applied To ES Tax | $2,469 | 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 | JOHN SYKES JR | 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 | 2018 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN J SYKES JR | |||||||||
| 16150 WEST BAY DRJONATHAN LANDING | 242 | JUPITER | FL | 33477 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| ANNE MCCABE | |||||||||
| 8555 DANBURY BLVD 202 | NAPLES | FL | 34120 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 | |
| JOE BROWN | |||||||||
| 1000 BAY DRIVE | WEST ATLANTIC CITY | NJ | 08232 | 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 | |||||||||
| 1000 BAY DRIVE | WEST ATLANTIC CITY | NJ | 08232 | 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 | |
| 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 | $1,776,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,847,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,847,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,819,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $922 | TotalTaxAmt |
| Distributable Before Adj | $90,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,435 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,435 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,252 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,435 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $17,817 | Taxable2Amt |
| Undistributed Income CY | $90,065 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Atlanticare Foundation | ||||||
| 2500 English Creek Ave | Egg Harbor Twp | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 |
| Baby Basics of Collier County | ||||||
| PO Box 413005 | Naples | FL | 34101 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 |
| CATHOLIC FAITH APPEAL | ||||||
| PO BOX 60759 | FT MYERS | FL | 33906 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $250 |
| CATHOLIC STRONG DIOCESE OF CAMDEN | ||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $4,600 |
| 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 |
| DIOCESE OF CAMDEN | ||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $1,000 |
| GEORGIAN COURT | ||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,500 |
| GREATER ATLANTIC CANCER FOUNDATION GACF | ||||||
| 2500 English Creek Ave | Egg Harbor Twp | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $3,800 |
| HAVEN FOUNDATION | ||||||
| PO BOX 128 | BREWER | ME | 04412 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| HEARTS TRC | ||||||
| 214 ASBURY ROAD | EGG HARBOR TWP | NJ | 08234 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $500 |
| HOLY SPIRIT HIGH SCHOOL MUSIC DEPARTMENT | ||||||
| 500 S New Road | Absecon | NJ | 08201 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,000 |
| HOOPS OF ALL | ||||||
| 465 ESPLANADE AVENUE | PACIFICA | CA | 94044 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,150 |
| HOUSE OF CHARITY | ||||||
| 631 MARKET STREET | CAMDEN | NJ | 08102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $250 |
| LIVING FAITH ALLIANCE CHURCH | ||||||
| 1987 S LINCOLN AVE | VINELAND | NJ | 08361 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $1,250 |
| Margate Rec Hoops | ||||||
| 8103 Winchester Ave | Margate City | NJ | 08402 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $100 |
| NAPLES BOTANICAL GARDEN | ||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $110 |
| NAPLES WOMAN'S CLUB | ||||||
| 570 PARK STREET | NAPLES | FL | 34102 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $300 |
| OUR LADY OF THE SEA SISTER CHAMUS WALK | ||||||
| 15 N CALIFORNIA AVE | ATLANTI CITY | NJ | 08401 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $500 |
| PLAY FOR PINK | ||||||
| 28 WEST 44TH ST STE 609 | NEW YORK | NY | 10036 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $95 |
| PLEASANTVILLE HIGH SCHOOL FBO MAROON & WHITE | ||||||
| 701 MILL ROAD | PLEASANTVILLE | NJ | 08232 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $1,000 |
| RAYMOND SMITH SCHOLARSHIP | ||||||
| 4060 ELATI ST | DENVER | CO | 80216 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSESTO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES | $1,000 |
| 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. | $1,000 |
| SJ FIELD OF DREAMS | ||||||
| 1000 Bay Drive | West Atlantic City | NJ | 08232 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $7,834 |
| ST AGNES CHURCH | ||||||
| VANDERBILT ROAD | NAPLES | FL | 34120 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,000 |
| ST ELIZABETH ANN SETON CHURCH | ||||||
| 591 NEW JERSEY AVENUE | Absecon | NJ | 08201 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 5021 HARDING HWY | MAYS LANDING | NJ | 08330 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $100 |
| 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. | $3,000 |
| TARA MILLER MELANOMA FOUNDATION | ||||||
| PO BOX 3154 | Margate | NJ | 08402 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $942 |
| VILLANOVA UNIVERSITY | ||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | UNRELATED | TO PROVIDE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,881 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $938 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,760 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charity League | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 Mystic Drive | AddressLine1Txt |
| City | Egg Harbor Township | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREP | CategoryTxt |
| Amt | $7,488 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $807,792 | EOYBookValueAmt |
| EOYFMV | $1,804,918 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COLUMBIA ACORN INTL CLASS 2 MUTUAL FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $130,368 | BookValueAmt |
| EOYFMV | $152,844 | 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 | $20,684 | $20,684 | $0 |
| FUNDRAISING EXPENSE | $25,508 | $0 | $8,554 |
| POSTAGE | $220 | $0 | $0 |
| NJ ANNUAL CORPORATE LICENSE | $28 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $5,770 | $0 | $0 |
| TAXES - OTHER | $60 | $0 | $0 |
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