JOHN F SCARPA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHN F SCARPA FOUNDATION (EIN 23-2939489)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349101413
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:21:27-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT RD - SUITE 500 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 334804040 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F SCARPA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6096469400 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,804,664 | 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 | $1,644,403 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $467,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,604,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,144,047 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $461 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,227,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,260,200 | 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 | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,922 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,922 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $987 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $682,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $682,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $705,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $682,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,522,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,245,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,504 | CashBOYAmt |
| Cash EOY | $172,717 | CashEOYAmt |
| Cash EOYFMV | $172,717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $155,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $458,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $458,364 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,571,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,296,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,672,513 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $626,707 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $345,203 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $352,125 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $743,672 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,314,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,148,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,144,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,587,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,804,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,144,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,587,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,144,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,587,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,144,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,587,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,144,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,522,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $384,674 | OtherIncreasesAmt |
| Subtotal | $6,051,507 | SubtotalAmt |
| Other Decreases | $464,335 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,587,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,581,622 | $3,987,388 | $1,594,234 | $1,594,234 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | P | $7 | -$7 | -$7 | |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | P | $178 | -$178 | -$178 | |
| WOODEN BRIDGE PARTNERS, LLC | P | $122,427 | -$122,427 | -$122,427 | |
| WOODEN BRIDGE PARTNERS, LLC | P | $349,791 | -$349,791 | -$349,791 | |
| SECTION 1256 CONTRACTS & STRADDLES | P | $921 | -$921 | -$921 | |
| CAPITAL GAINS DIVIDENDS | P | $23,137 | $23,137 | $23,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,144,047 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $860,010 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,586,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.187520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $456,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,471,263 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102170 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $476,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,134,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.092866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $421,358 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,694,569 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089754 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $636,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,869,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108452 | DistributionYr5Rt |
| Total Distribution | 0.580762 | TotalDistributionRt |
| Average Distribution | 0.116152 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,722,166 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $548,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,453 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $560,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $682,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $1,529 | OverpaymentAmt |
| Applied To ES Tax | $1,529 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | EGG HARBOR TWP | City |
| State | NJ | State |
| ZIP Code | 08234 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $4,121,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $417,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $255,140 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,794,077 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,794,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,722,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,453 | TotalTaxAmt |
| Distributable Before Adj | $223,655 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,655 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $682,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $682,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,453 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $670,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $346,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $188,382 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $234,323 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $235,447 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $637,389 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,641,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $682,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,655 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $459,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,100,814 | 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 | $346,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,754,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $188,382 | ExcessFromYear4Amt |
| Excess From Year3 | $234,323 | ExcessFromYear3Amt |
| Excess From Year2 | $235,447 | ExcessFromYear2Amt |
| Excess From Year1 | $637,389 | ExcessFromYear1Amt |
| Excess From Current Year | $459,015 | 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACHILIES INTERNATIONAL | ||||||||
| 257 SANFORD AVENUE | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $6,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | ||||||||
| 3333 FOREST HILL BOULEVARD | WEST PALM BEACH | FL | 33406 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| CHRIST THE GOOD SHEPHERD PARISH | ||||||||
| 1655 MAGNOLIA ROAD | VINELAND | NJ | 08361 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| EAGLES FLY FOR LEUKEMIA | ||||||||
| 37 EGRET TRAIL | CAPE MAY COURT HOUSE | NJ | 08210 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| ECOFLIGHT | ||||||||
| 307 ASPEN AIRPORT BUSINESS CENTER | ASPEN | CO | 81611 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | SUITE L |
| FRATERNAL ORDER OF POLICE ASSOCIATES LODGE #19 | ||||||||
| PO BOX 2037 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| AVALON VOLUNTEER FIRE DEPARTMENT | ||||||||
| 3100 DUNE DRIVE | AVALON | NJ | 08202 | NONE | 501(C)(4) | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | |
| FRIENDS OF YEMIN ORDE | ||||||||
| 4340 EAST-WEST HIGHWAY SUITE 202 | BETHESDA | MD | 20814 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| THE HANSEN FOUNDATION | ||||||||
| PO BOX 1020 | COLOGNE | NJ | 08213 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 | |
| HELEN L DILLER VACATION HOME FOR BLIND CHILDREN | ||||||||
| 127 26TH STREET BOX 338 | AVALON | NJ | 08202 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 | |
| HOME SAFE | ||||||||
| 2840 SIXTH AVENUE SOUTH | LAKE WORTH | FL | 33461 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $15,000 | |
| IL CIRCOLO | ||||||||
| 1375 GATEWAY BLVD | BOYNTON BEACH | FL | 33426 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | |
| ITALIANI NEL MONDO COMMITTEE | ||||||||
| 191 PRESIDENTIAL BLVD SUITE 118 | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| MARINE CORPS LAW ENFOREMENT FOUNDATION | ||||||||
| PO BOX 704 | MAPLE SHADE | NJ | 08052 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,100 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 901 MAYS LANDING ROAD | SOMERS POINT | NJ | 08244 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| NFL ALUMNI PHILADELPHIA CHAPTER | ||||||||
| 204 CEMETERY ROAD | MOUNT LAUREL | NJ | 08054 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| PALM BEACH CIVIC ASSOCIATION | ||||||||
| 139 N COUNTY ROAD SUITE 33 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| PBA LOCAL 59-AVALON POLICE | ||||||||
| 3000 DUNE DRIVE | AVALON | NJ | 08202 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| PURPLE MOUNTAIN INSTITUTE | ||||||||
| 11505 EAST CAMINO DEL DESIERTO | TUSCON | AZ | 85747 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | |
| SACRED HEART SCHOOL | ||||||||
| 410 NORTH M STREET | LAKE WORTH | FL | 33460 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $15,200 | |
| SALESIAN SISTERS | ||||||||
| 659 BELMONT AVE | NORTH HALEDON | NJ | 07508 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 | |
| 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 | |
| SOUTH JERSEY HEALTHCARE FOUNDATION | ||||||||
| 2950 COLLEGE DRIVE SUITE 1F | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $115,420 | |
| ST AUGUSTINES COLLEGE PREPARATORY SCHOOL | ||||||||
| 611 CEDAR AVE | RICHLAND | NJ | 08350 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $15,500 | |
| ST BRENDAN THE NAVIGATOR | ||||||||
| 5012 DUNE DRIVE | AVALON | NJ | 08202 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| THE CHILDREN'S MEDICAL FOUNDATION | ||||||||
| 10 PENN TOWER 3400 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | |
| THE CLINIC | ||||||||
| 143 CHURCH STREET | PHOENIXVILLE | PA | 19460 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| THE CYSTIC FIBROSIS FOUNDATION | ||||||||
| 700 S DIXIE HIGHWAY SUITE 100 | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $55,000 | |
| THE ITALIAN CULTURAL FOUNDATION | ||||||||
| PO BOX 841 | VINELAND | NJ | 083620841 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,500 | |
| THE LEGAL AID SOCIETY OF PALM BEACH COUNTY INC | ||||||||
| 423 FERN STREET SUITE 200 | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 4360 NORTHLAKE BLVD SUITE 109 | PALM BEACH GARDENS | FL | 33410 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| THE NATIONAL ITALIAN AMERICAN FOUNDATION | ||||||||
| 1860 19TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $20,000 | |
| THE PALM BEACH POLICE FOUNDATION | ||||||||
| 139 NORTH COUNTY ROAD SUITE 20C | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $20,000 | |
| THE RICHARD STOCKTON COLLEGE FOUNDATION | ||||||||
| 101 VERA KING FARRIS DRIVE | GALLOWAY | NJ | 08205 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | |
| TOWN OF PALM BEACH UNITED WAY | ||||||||
| 44 COCANUT ROW M201 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | |
| VILLA MARIA BY THE SEA | ||||||||
| 11101 FIRST AVENUE | STONE HARBOR | NJ | 08247 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| VILLANOVA UNIVERSITY SCHOOL OF LAW | ||||||||
| 299 N SPRING MILL RD | VILLANOVA | PA | 19085 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | |
| VINELAND JUNIOR FOOTBALL LEAQUE | ||||||||
| PO BOX 2245 | VINELAND | NJ | 08362 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| WHEATON ARTS | ||||||||
| 1501 GLASSTOWN ROAD | MILLVILLE | NJ | 08332 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| YMCA OF VINELAND | ||||||||
| 1159 E LANDIS AVENUE | VINELAND | NJ | 08360 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| KRAVIS CENTER | ||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | |
| MARCH OF DIMES | ||||||||
| 2301 CENTREPARK WEST DRIVE 125 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 | |
| NAVY LEAGUE - PBC | ||||||||
| 277 ROYAL POINCIANA WAY 112 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 | |
| PHILADELPHIA-ISRAEL CHAMBER OF COMMERCE | ||||||||
| 200 SOUTH BROAD STREET SUITE 700 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(6) | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,250 | |
| THE DONALD TRUMP FOUNDATION | ||||||||
| 725 FIFTH AVENUE | NEW YORK | NY | 20033 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| SCHULTZ HILL FOUNDATION | ||||||||
| 1616 PACIFIC AVENUE 6TH FLOOR | ATLANTIC CITY | NJ | 08401 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,200 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 150 MONUMENT ROAD SUITE 100 | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| NOWRUZ COMMISSION | ||||||||
| 8500 NORMANDALE LAKE BLVD 600 | BLOOMINGTON | MN | 55437 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $50,000 | |
| NECO FOUNDATION INC | ||||||||
| 12 EAST 33RD STREET 12TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $50,000 | |
| SOUTH FLORIDA SCIENCE MUSEUM | ||||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $100,000 | |
| JOHN R ELLIOT FOUNDATION | ||||||||
| BOX 700 | SOMERS POINT | NJ | 08244 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| STOP BULLYING NOW FOUNDATION INC | ||||||||
| 2401 PGA BOULEVARD UNIT 196 | PALM BEACH GARDENS | FL | 33410 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 | |
| CREIGHTON PREPARATORY SCHOOL | ||||||||
| 7400 WESTERN AVENUE | OMAHA | NE | 68114 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| LARE SCHOOL | ||||||||
| PO BOX 989 | MARLTON | NJ | 08053 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,500 | |
| THE PAR 3 FOUNDATION INC | ||||||||
| 400 ROYAL PALM WAY SUITE 304 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $50,000 | |
| ST EDWARDS CHURCH | ||||||||
| 144 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 | |
| THE INTERNATIONAL SOCIETY OF PALM BEACH | ||||||||
| 44 COCOANUT ROW M-207C | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| PRESERVATION FOUNDATION OF PALM BEACH | ||||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | NONE | PC | GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 | |
| ST JOSEPH'S VILLA | ||||||||
| 1101 W WISSAHICKON AVENUE | FLOURTOWN | PA | 19031 | 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 | $682,670 | 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 | $131 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,561 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $467,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $583,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $583,380 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN F SCARPA | |||||||
| 1 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $1,019,741 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 2 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $298,350 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 3 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $301,312 | Yes (X) | Yes (X) |
| JOHN F SCARPA | |||||||
| 4 | 1676 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25,185 SHS COMCAST CP NEW CL A SPL | $1,019,741 | 2013-08-28 |
| 2 | 6,500 SHS COMCAST CP NEW CL A SPL | $298,350 | 2013-11-12 |
| 3 | 3,325 SHS PHILLIP MORRIS INTERNATIONAL INC | $301,312 | 2013-11-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILMINGTON BROAD MARKET | $0 | $0 |
| VANGUARD HIGH YIELD CORP ADM | $0 | $0 |
| FIDELITY FOCUSED HIGH INCOME | $0 | $0 |
| MFS EMERGING MARKETS DEBT FUND I | $0 | $0 |
| RIDGEWORTH SEIX FLOATING RATE HIGH | $245,203 | $248,067 |
| CR SUISSE SEC (USA) 0% | $100,000 | $104,058 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAS VEGAS SANDS | $2,377 | $9,859 |
| ISHARES BARCLAYS TIPS BOND FUND | $0 | $0 |
| ISHARES TRUST COHEN & STEERS REALTY MAJORS INDEX | $0 | $0 |
| VANGUARD EMERING MARKETS | $0 | $0 |
| WILMINGTON SMALL CAP STRATEGY FUND | $0 | $0 |
| WILMINGTON LARGE CAP STRATEGY FUND | $0 | $0 |
| SPDR DOW JONES INTL REAL ESTATE ETF | $0 | $0 |
| VANGUARD MSCI EAFE ETF | $0 | $0 |
| COMCAST CORP NEW CL A | $91,350 | $129,913 |
| FRONTIER COMMUNICATIONS CORP | $0 | $0 |
| PHILIP MORRIS INTERNATIONAL INC | $27,157 | $187,765 |
| WELLS FARGO COMPANY | $0 | $0 |
| WINDSTREAM CORP | $0 | $0 |
| SPDR S&P GLOBAL NATURAL RESOURCES ETF | $0 | $0 |
| VANGUARD DIVIDEND APPREC INDEX FUND ETF | $0 | $0 |
| CATCHMARK TIMBER TR INC CL-A | $82,500 | $85,235 |
| COMCAST CP NEW CL A SPL | $471,121 | $583,596 |
| MATTHEWS CHINA FUND INSTL | $115,000 | $107,543 |
| OAKMARK FUND | $251,500 | $262,656 |
| OPPENHEIMER DEVELOPING MKTS FD CL Y | $345,000 | $352,760 |
| VAN ECK GLOBAL HARD ASSETS FD CL I | $145,000 | $149,350 |
| VANGUARD INTL VALUE FUND | $445,000 | $465,526 |
| WILLIAM BLAIR INTL GWTH FD CL I | $320,000 | $338,310 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SG AZOOGLE LP | AT COST | $249,980 | $0 |
| WOODEN BRIDGE PARTNER TRUST | AT COST | $0 | $0 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | AT COST | $0 | $0 |
| COLUMBIA SHORT TERM BOND CL R5 | AT COST | $263,500 | $263,391 |
| EATON VANCE DIVERSIFIED | AT COST | $80,000 | $79,275 |
| VANGUARD SHORT TERM INVESTMENT GRADE FUND ADMIRAL | AT COST | $260,000 | $259,978 |
| ISHARES CORE TOTAL ETF US BOND MARKET | AT COST | $200,271 | $198,492 |
| JP MORGAN EXCH TRADED NT ALERIAN MLP | AT COST | $209,845 | $224,102 |
| VANGUARD CORP BOND ETF INTERMEDIATE-TERM | AT COST | $150,243 | $148,860 |
| VANGUARD GROWTH | AT COST | $605,061 | $655,537 |
| VANGUARD VALUE | AT COST | $295,983 | $319,310 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO RECORD INVESTMENTS AT BROKER MAINTAINED COST BASIS | Description |
| Amount | $464,335 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $490 | $0 | $0 |
| NONDEDUCTIBLE INVESTMENT EXPENSES | $119 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $461 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $461 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO RECORD PRIOR YEAR CONTRIBUTIONS | Description |
| Amount | $384,674 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,922 | Amt |
| Net Investment Income | $13,922 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,374 | $0 | $0 |
| FOREIGN TAX | $987 | $987 | $0 |
Comments