THE SUMMIT FOUNDATION A NJ NONPROFIT CORPORATION: Form 990, tax year 2024
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- Organization
- THE SUMMIT FOUNDATION A NJ NONPROFIT CORPORATION (EIN 22-1948007)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-12
- IRS object ID
- 202532559349301028
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-12T14:20:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223604710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M WOOD CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603B OMNI DRIVE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221948007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMIT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 6463695516 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 867 | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079020867 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA TURK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6463695516 | PhoneNum |
| Signature | 2025-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES M WOOD | PreparerPersonNm |
| PTIN | P00310420 | PTIN |
| Phone | 9084311700 | PhoneNum |
| Preparation | 2025-09-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANA TURK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 867 | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079020867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,808,222 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUMMITFOREVER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE SUMMIT FOUNDATION (THE FOUNDATION) IS A NONPROFIT CORPORATION LOCATED IN SUMMIT, NEW JERSEY. ITS PURPOSE IS TO FOSTER PHILANTHROPY AND SERVE THE PUBLIC CHARITABLE, EDUCATIONAL OR BENEVOLENT NEEDS OF THE REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $731,294 | PYContributionsGrantsAmt |
| CY Contributions Grants | $379,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $821,109 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,167,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,850 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,555,253 | PYTotalRevenueAmt |
| CY Total Revenue | $2,547,550 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,379,187 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $970,831 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,364 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $120,715 | PYOtherExpensesAmt |
| CY Other Expenses | $139,966 | CYOtherExpensesAmt |
| PY Total Expenses | $1,499,902 | PYTotalExpensesAmt |
| CY Total Expenses | $1,110,797 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,436,753 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,435,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,717,541 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,435,836 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,717,541 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SUMMIT FOUNDATION IS A TAX-EXEMPT COMMUNITY FOUNDATION THAT FOSTERS PHILANTHROPY IN THE GREATER SUMMIT NJ AREA. THE FOUNDATION USES COMPETITIVE GRANTS AND THE WISHES OF DONORS TO MEET THE NEEDS OF THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $970,831 | ExpenseAmt |
| Grant | $970,831 | GrantAmt |
| Desc | $649,835 GRANTED TO AGENCIES PURSUANT TO A RIGOROUS APPLICATION REVIEW PROCESS.$134,350 AWARDED TO 34 AGENCIES FROM DONOR ADVISED FUNDS. $151,664 AWARDED IN SCHOLARSHIPS TO 52 STUDENT RECIPIENTS. $34,982 DONOR ADVISED DISTRIBUTIONS TO 5 FUNDS. | Desc |
| Total Program Service Expenses | $970,831 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE WILLIAMS | PersonNm |
| Phone | 9084008756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 LINDEN PLACE | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DANA TURK | ||||||
| PRESIDENT | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES FLEISCHMANN | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REGINA DALY | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTHA SAYRE | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IRENE MURDOCK | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK COOPER | ||||||
| PRESIDENT EMERITUS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CELIA COLBERT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY CUMMINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY DISIBIO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA FONTAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL FORMICHELLI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GELBER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER GERARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE GOTTESMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH GRIFFITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB JEFFRIES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE KALIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLI MONTGOMERY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARA REEDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK YEAGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $379,667 | AllOtherContributionsAmt |
| Total Contributions | $379,667 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $473,687 | TotalRevenueColumnAmt |
| Exclusion | $473,687 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,954,868 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,260,672 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,694,196 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,694,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,694,196 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,547,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,694,196 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $473,687 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,167 | TotalAmt |
| Program Services | $819,167 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,664 | TotalAmt |
| Program Services | $151,664 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240 | TotalAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,481 | TotalAmt |
| Management And General | $19,481 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,496 | TotalAmt |
| Management And General | $88,496 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,066 | TotalAmt |
| Fundraising | $12,066 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,904 | TotalAmt |
| Management And General | $9,495 | ManagementAndGeneralAmt |
| Fundraising | $4,409 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,722 | TotalAmt |
| Management And General | $1,722 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $2,035 | $0 | $2,035 | $0 |
| BANK FEES | $960 | $0 | $71 | $889 |
| POSTAGE | $754 | $0 | $754 | $0 |
| REGISTRATION | $308 | $0 | $308 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,797 | TotalAmt |
| Program Services | $970,831 | ProgramServicesAmt |
| Management And General | $122,602 | ManagementAndGeneralAmt |
| Fundraising | $17,364 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,757,674 | BOYAmt |
| EOY | $1,056,673 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,935 | BOYAmt |
| EOY | $25,391 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,601,688 | BOYAmt |
| EOY | $19,594,258 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,539 | BOYAmt |
| EOY | $41,219 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,435,836 | BOYAmt |
| EOY | $20,717,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,515,082 | BOYAmt |
| EOY | $11,447,841 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,920,754 | BOYAmt |
| EOY | $9,269,700 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,435,836 | BOYAmt |
| EOY | $20,717,541 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,435,836 | BOYAmt |
| EOY | $20,717,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,436,753 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$155,048 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $666,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $562,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $719,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,197 | CurrentTaxYearAmt |
| Total | $2,707,415 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $666,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $562,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $719,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,197 | CurrentTaxYearAmt |
| Total | $2,707,415 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,707,415 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $388,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $458,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $467,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $474,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $473,687 | CurrentTaxYearAmt |
| Total | $2,262,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,969,735 | TotalSupportAmt |
| Public Support CY170 | 0.54480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 17 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 7 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $111,824 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $15,819 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $266,020 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $34,976 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,585,213 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $305,221 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,986,478 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $927,772 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $345,919 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $93,977 | AdministrativeExpensesAmt |
| End Year Balance | $9,474,354 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,309,328 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,116,156 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $352,439 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $86,567 | AdministrativeExpensesAmt |
| End Year Balance | $8,986,478 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,072,955 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,287,307 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $388,040 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $88,280 | AdministrativeExpensesAmt |
| End Year Balance | $8,309,328 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,045,182 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,456,516 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $331,419 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $97,324 | AdministrativeExpensesAmt |
| End Year Balance | $10,072,955 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,939,969 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $605,201 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $417,064 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $82,924 | AdministrativeExpensesAmt |
| End Year Balance | $9,045,182 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.70600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,304,006 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$155,048 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$155,048 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,459,054 | RevenueSubtotalAmt |
| Other Revenues Not Included | $88,496 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $88,496 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,547,550 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,022,301 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,022,301 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $88,496 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $88,496 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,110,797 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE FUNDING FOR CERTAIN ACTIVITIES, GRANTS AND SCHOLARSHIPS IN PERPETUITY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 88,496. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 88,496. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS OF UNION COUNTY | |||||||
| 1050 JEANETTE AVE | UNION | NJ | 07083 | 221641962 | $12,500 | $0 | VARIOUS PROJECTS |
| CENTER FOR HOPE HOSPICE | |||||||
| 1900 RARITAN ROAD | SCOTCH PLAINS | NJ | 07076 | 222444824 | $29,085 | $0 | VARIOUS PROJECTS |
| CENTRAL COMMUNITY FOUNDATION | |||||||
| 70 MAPLE STREET | SUMMIT | NJ | 07901 | 921741770 | $100,000 | $0 | VARIOUS PROJECTS |
| CHILD FOCUS | |||||||
| 415 HAMBURG TURNPIKE SUITE D2 | WAYNE | NJ | 07470 | 208456398 | $25,000 | $0 | VARIOUS PROJECTS |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | 222423882 | $50,000 | $0 | VARIOUS PROJECTS |
| CONTACT WE CARE INC DBA CARING CONTACT | |||||||
| PO BOX 2376 | WESTFIELD | NJ | 07091 | 237442645 | $8,500 | $0 | VARIOUS PROJECTS |
| EMPOWERING KIDS ORGANIZATION | |||||||
| 61 MAPLE STREET 1623 | SUMMIT | NJ | 07901 | 845175362 | $10,000 | $0 | VARIOUS PROJECTS |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 310 SOUTH STREET | MORRISTOWN | NJ | 07960 | 223392808 | $11,000 | $0 | VARIOUS PROJECTS |
| FOUNDATION FOR UNIVERSITY HOSPITAL | |||||||
| 3 PENN PLAZA EAST 13TH FLOOR | NEWARK | NJ | 07103 | 471686351 | $15,000 | $0 | VARIOUS PROJECTS |
| FRIENDS OF SUMMIT PUBLIC ART | |||||||
| 512 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | 850733900 | $10,000 | $0 | VARIOUS PROJECTS |
| GIVING AND RECEIVING ASSISTANCE FOR OUR COMMUNITY'S ESSENTIALS INC | |||||||
| 100 MORRIS AVE | SUMMIT | NJ | 07901 | 851144186 | $14,000 | $0 | VARIOUS PROJECTS |
| IMAGINE A CENTER FOR COPING WITH LOSS | |||||||
| 244 SHEFIELD STREET | MOUNTAINSIDE | NJ | 07092 | 453606502 | $25,000 | $0 | VARIOUS PROJECTS |
| LITERACY NEW JERSEY | |||||||
| 121-125 CHESTNUT STREET SUITE 203 | ROSELLE | NJ | 07203 | 521146384 | $9,000 | $0 | VARIOUS PROJECTS |
| MADISON AREA YMCA | |||||||
| 111 KINGS ROAD | MADISON | NJ | 07940 | 221487385 | $10,000 | $0 | VARIOUS PROJECTS |
| MATHENY SCHOOL AND HOSPITAL | |||||||
| 65 HIGHLAND AVE PO BOX 339 | PEAPACK | NJ | 07977 | 221482276 | $8,000 | $0 | VARIOUS PROJECTS |
| ONE WORLD ONE LOVE | |||||||
| 561 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | 820903326 | $6,000 | $0 | VARIOUS PROJECTS |
| OPPORTUNITY PROJECT | |||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | 223242203 | $19,000 | $0 | VARIOUS PROJECTS |
| OUR HOUSE FOUNDATION INC | |||||||
| 76 FLORAL AVENUE | MURRAY HILL | NJ | 07974 | 222856145 | $7,850 | $0 | VARIOUS PROJECTS |
| OVERLOOK HOSPITAL FOUNDATION | |||||||
| 46 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | 510194054 | $50,100 | $0 | VARIOUS PROJECTS |
| PAPER MILL PLAYHOUSE | |||||||
| 22 BROOKSIDE | MILLBURN | NJ | 07041 | 221550515 | $15,500 | $0 | VARIOUS PROJECTS |
| REEVES-REED ARBORETUM | |||||||
| 165 HOBART AVENUE | SUMMIT | NJ | 07901 | 237335987 | $45,500 | $0 | VARIOUS PROJECTS |
| SAGE ELDERCARE | |||||||
| 290 BROAD STREET | SUMMIT | NJ | 07901 | 221657929 | $40,000 | $0 | VARIOUS PROJECTS |
| ST JOSEPH SOCIAL SERVICE CENTER | |||||||
| 118 DIVISION STREET | ELIZABETH | NJ | 07201 | 521467470 | $6,500 | $0 | VARIOUS PROJECTS |
| SUMMIT AREA YMCA | |||||||
| 99 MORRIS AVENUE | SUMMIT | NJ | 07901 | 221487392 | $23,300 | $0 | VARIOUS PROJECTS |
| SUMMIT FOOTBALL ALUMNI ASSOCIATION | |||||||
| PO BOX 840 | SUMMIT | NJ | 07901 | 223249544 | $7,500 | $0 | VARIOUS PROJECTS |
| SUMMIT SPEECH SCHOOL | |||||||
| 705 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | 221829502 | $45,000 | $0 | VARIOUS PROJECTS |
| THE CONNECTION FOR WOMEN & FAMILIES | |||||||
| 79 MAPLE STREET | SUMMIT | NJ | 07901 | $40,500 | $0 | VARIOUS PROJECTS | |
| THE CRAIG SCHOOL | |||||||
| 10 TOWER HILL ROAD WILSON BUILDING | MOUNTAIN LAKES | NJ | 07046 | $22,120 | $0 | VARIOUS PROJECTS | |
| THE FORTNIGHTLY CLUB OF SUMMIT | |||||||
| 214 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | $15,000 | $0 | VARIOUS PROJECTS | |
| TRINITAS HEALTH FOUNDATION | |||||||
| PO BOX 259 | ELIZABETH | NJ | 07207 | $20,350 | $0 | VARIOUS PROJECTS | |
| UNION COUNTY COLLEGE FOUNDATION | |||||||
| 1033 SPRINGFIELD AVENUE | CRANFORD | NJ | 07016 | $7,000 | $0 | VARIOUS PROJECTS | |
| VISUAL ARTS CENTER OF NEW JERSEY | |||||||
| 68 ELM STREET | SUMMIT | NJ | 07901 | $10,000 | $0 | VARIOUS PROJECTS | |
| YWCA OF EASTERN UNION COUNTY | |||||||
| PO BOX 462 | KENILWORTH | NJ | 07033 | $12,500 | $0 | VARIOUS PROJECTS | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATION SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 52 | RecipientCnt |
| Cash Grant | $151,664 | CashGrantAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,712 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS CIRCULATED ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS COMPLETE AN ANNUAL QUESTIONNAIRE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS AVAILABLE TO THE PUBLIC ON WWW.GUIDESTAR.ORG. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. |
| PART XII, LINE 1 OTHER ACCOUNTING METHOD OR CHANGE IN ACCOUNTING METHOD | THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. |
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