JOHN F SCARPA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN F SCARPA FOUNDATION (EIN 23-2939489)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349101814
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:09:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231406493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORISON COGEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 484 NORRISTOWN RD STE 100 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232939489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN FSCARPA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6096469400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334804040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F SCARPA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6096469400 | PhoneNum |
| Signature | 2025-11-04 | 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 | L MARTIN MILLER CPA | PreparerPersonNm |
| PTIN | P00023394 | PTIN |
| Phone | 2674403000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,200,567 | 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 | $527,014 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,040,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,006 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,827 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,827 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $560,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $396,793 | 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 | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,482 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,482 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,289 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,289 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $286,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $369,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,767 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,805 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,192 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $44,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,796 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,392 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $587,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $858,133 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,083,370 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $686,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $974,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,200,567 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $932 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $932 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $686,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $973,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $686,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $686,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $974,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $686,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $286,893 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $973,860 | SubtotalAmt |
| Other Decreases | $58 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB - PUBLICLY TRADED SECURITIES | P | $884,788 | $524,599 | $360,189 | $360,189 |
| CHARLES SCHWAB - PUBLICLY TRADED SECURITIES | P | $150,301 | $141,051 | $9,250 | $9,250 |
| ZCA ROCK ISLAND, LP | P | $4,902 | -$4,902 | -$4,902 | |
| CAPITAL GAINS DIVIDENDS | P | $5,469 | $5,469 | $5,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $138 | EsPenaltyAmt |
| Overpayment | $728 | OverpaymentAmt |
| Applied To ES Tax | $728 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F SCARPA PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096469400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3122 FIRE ROAD | AddressLine1Txt |
| City | EGG HARBOR TWP | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN F SCARPA | ||||||||
| 1676 SOUTH OCEAN BLVD | PALM BEACH | FL | 334804040 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL B AZEEZ | ||||||||
| 3122 FIRE ROAD | EGG HARBOR | NJ | 08234 | TREASURER, DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL P HANEY | ||||||||
| 1001 E HECTOR STREET | CONSHOHOCKEN | PA | 19428 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $653,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $210,094 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,011,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,011,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $996,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,134 | TotalTaxAmt |
| Distributable Before Adj | $44,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,694 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,443,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,132,420 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,246,803 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,299,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,150,466 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,272,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,595 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,404,162 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,443,103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,961,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,132,420 | ExcessFromYear4Amt |
| Excess From Year3 | $1,246,803 | ExcessFromYear3Amt |
| Excess From Year2 | $1,299,775 | ExcessFromYear2Amt |
| Excess From Year1 | $1,150,466 | ExcessFromYear1Amt |
| Excess From Current Year | $131,595 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F SCARPA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A MEANINGFUL PURPOSE AT REED'S FARM | |||||||
| 5075 SPRUCE AVENUE | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $25,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2300 CENTREPARK WEST DRIVE | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 |
| AVALON RESCUE SQUAD | |||||||
| PO BOX 233 | AVALON | NJ | 08202 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| CCTEC FOUNDATION INC | |||||||
| 3400 COLLEGE DRIVE | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| CHOP FOUNDATION | |||||||
| PO BOX 249 | GREENSCASTLE | PA | 172250249 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 |
| CUMBERLAND CAPE ATLANTIC YMCA | |||||||
| 1159 E LANDIS AVENUE | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $20,000 |
| GARDEN STATE COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 693 RANCOCAS ROAD | WESTHAMPTON | NJ | 08060 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| LARC SCHOOL | |||||||
| 1828 CENTRE PO BOX 99106 | CAMDEN | NJ | 08101 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,500 |
| MILLVILLE ARMY AIR FIELD MUSEUM | |||||||
| 1 LEDDON STREET | MILLVILLE | NJ | 08332 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| PALM BEACH POLICE & FIRE FOUNDATION | |||||||
| 139 NORTH COUNTY ROAD SUITE 26 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $15,160 |
| SALESIAN SISTERS | |||||||
| 659 BELMONT AVE | NORTH HALEDON | NJ | 07508 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $66,825 |
| SISTERS OF MERCY - MID ATLANTIC COMMUNITY | |||||||
| 1645 US HIGHWAY 22 WEST | WATCHUNG | NJ | 07069 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| ST AUGUSTINE PREP | |||||||
| 611 CEDAR AVE | RICHLAND | NJ | 08350 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 |
| ST MARY SCHOOL | |||||||
| 735 UNION ROAD | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 |
| STOP BULLYING NOW FOUNDATION INC | |||||||
| 9835-16 LAKE WORTH ROAD 302 | LAKE WORTH | FL | 33467 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $250 |
| VILLANOVA UNIVERSITY SCHOOL OF LAW | |||||||
| 299 N SPRING MILL RD | VILLANOVA | PA | 19085 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $12,054 |
| WHEATON ARTS | |||||||
| 1501 GLASSTOWN ROAD | MILLVILLE | NJ | 08332 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,289 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,831 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,129 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,006 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $4,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,793 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | CANCELLED CHECK | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN F SCARPA | |||||||
| 1 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $522,014 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 2 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,136 SHARES WEAVE COMMUNICATIONS INC | $77,925 | 2024-04-22 |
| 1 | 1,324 SHARES WEAVE COMMUNICATIONS INC | $14,365 | 2024-08-15 |
| 1 | 3,972 SHARES WEAVE COMMUNICATIONS INC | $41,984 | 2024-09-09 |
| 1 | VARIOUS STOCKS DONATION | $387,740 | 2024-08-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LORD ABBETT BOND | BondNm |
| EOY Book Value | $53,796 | EOYBookValueAmt |
| EOYFMV | $54,392 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK STRATEGIC INCOME | AT COST | $9,788 | $9,899 |
| CATALYST INVESTORS V, LP | AT COST | $148,245 | $148,245 |
| GQG PARTNERS INT'L QLTY | AT COST | $14,287 | $14,289 |
| HARBOR DIVIDEND GROWTH | AT COST | $53,474 | $65,852 |
| HARDING LOEVNER INTERNAT | AT COST | $50,223 | $49,350 |
| HOTCHKIS & WILEY GLOBAL VALUE I | AT COST | $21,798 | $27,207 |
| LOOMIS SAYLES GLOBAL GROWTH CL Y | AT COST | $32,230 | $52,088 |
| PIMCO INCOME INSTL | AT COST | $9,870 | $9,820 |
| SEAFARER OVERSEAS | AT COST | $20,489 | $20,548 |
| SPDR GOLD SHARES | AT COST | $11,106 | $18,402 |
| SPDR S&P 500 | AT COST | $18,807 | $32,259 |
| SPYGLASS GROWTH INSTITUTE | AT COST | $9,904 | $21,058 |
| UNDISCOVERED MGRS BEHAVIORAL VALUE FL L | AT COST | $21,094 | $29,048 |
| VANGUARD GROWTH | AT COST | $31,721 | $106,714 |
| VANGUARD VALUE | AT COST | $79,469 | $131,377 |
| WEAVE COMMUNICATIONS INC | AT COST | $41,984 | $63,234 |
| WISDOMTREE JAPAN HEDGE | AT COST | $4,627 | $4,963 |
| ZCA CHESTERBROOK | AT COST | $28,312 | $28,312 |
| SFG ALIGNED LP | AT COST | $250,705 | $250,705 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $58 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $136 | $0 | $0 |
| LIFE INSURANCE PREMIUMS | $54,077 | $0 | $0 |
| OTHER DEDUCTIONS - CATALYST INVESTORS V, LP | $6,616 | $6,616 | $0 |
| OTHER DEDUCTIONS - ZCA CHESTERBROOK, LP | $207 | $207 | $0 |
| OTHER DEDUCTIONS - SFG ALIGNED, LP | $37 | $37 | $0 |
| RENTAL LOSS - SFG ALIGNED, LP | $68 | $68 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1: ZCA CHESTERBROOK, LP | $3,616 | $3,616 | $3,616 |
| K-1: 321 HILLSIDE DEVELOPMENT PARTNERS | $2,211 | $2,211 | $2,211 |
| OTHER INCOME | $4,000 | $4,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 321 HILLSIDE DEVELOPMENT | $0 | $838 |
| ZCA ROCK ISLAND | $0 | $94 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $4,208 | $4,208 | $0 |
| PROFESSIONAL FEES | $16,274 | $16,274 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $8,002 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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