JOHN F SCARPA FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHN F SCARPA FOUNDATION (EIN 23-2939489)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201243199349101119
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T14:55:03-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231406493 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORISON COGEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232939489 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN FSCARPA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 6096469400 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN F SCARPA | Name |
| Title | PRESIDENT | Title |
| Phone | 6096469400 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | L MARTIN MILLER CPA | Name |
| PTIN | P00023394 | PTIN |
| Phone | 2674403000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4708813 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3645 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3645 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 92348 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 92348 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17931 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 758283 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17931 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 18706 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 18706 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 132630 | TotalRevenueAndExpenses |
| Total Net Investment Income | 132630 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 20240 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 20240 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 18577 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2895 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 685 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 495 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 44752 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 23630 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 457920 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 457920 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 502672 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 23630 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 457920 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -370042 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 109000 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 28560 | CashBOY |
| Cash EOY | 73342 | CashEOY |
| Cash EOYFMV | 73342 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 557286 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 93144 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 93144 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1217806 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1314604 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1533869 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 295088 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 300833 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 318566 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2595542 | InvestmentsOtherBOY |
| Investments Other EOY | 2492984 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2689892 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4694282 | TotalAssetsBOY |
| Total Assets EOY | 4274907 | TotalAssetsEOY |
| Total Assets EOYFMV | 4708813 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4694282 | RetainedEarningsBOY |
| Retained Earnings EOY | 4274907 | RetainedEarningsEOY |
| Total Net Assets BOY | 4694282 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4274907 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4694282 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4274907 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4694282 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -370042 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4324240 | Subtotal |
| Other Decreases | 49333 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4274907 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 733469 | 740160 | -6691 | -6691 | |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | 192 | -192 | -192 | P | |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | 843 | 843 | 843 | P | |
| SG NETQUOTE LLC | 16134 | 16134 | 16134 | P | |
| CAPITAL GAINS DIVIDENDS | 7837 | 7837 | 7837 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17931 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 476775 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5134024 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.092866 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 421358 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4694569 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.089754 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 636550 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5869404 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.108452 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 546975 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7054800 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.077532 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 597488 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5682815 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.105139 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.473743 | TotalDistributionRatio |
| Average Distribution Ratio | 0.094749 | AverageDistributionRatio |
| Net Noncharitable Assets | 4471263 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 423648 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1090 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 424738 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 457920 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1090 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1090 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1090 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Overpayment | 3898 | Overpayment |
| Amount Credited To Next Year | 3898 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F SCARPA PRESIDENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6096469400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4033392 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 505961 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4539353 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4539353 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 68090 | CashDeemedCharitable |
| Net Noncharitable Assets | 4471263 | NetNoncharitableAssets |
| Minimum Investment Return | 223563 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 223563 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1090 | TaxBasedOnInvestmentIncome |
| Total Tax | 1090 | TotalTax |
| Distributable Amount Before Adj | 222473 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 222473 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 222473 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 457920 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 457920 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1090 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 456830 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 222473 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 331544 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 219797 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 346258 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 188382 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 234323 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1320304 | TotalExcessDistriCarryover |
| Qualifying Distributions | 457920 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 222473 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 235447 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1555751 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 331544 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1224207 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 219797 | ExcessFromYear4 |
| Excess From Year3 | 346258 | ExcessFromYear3 |
| Excess From Year2 | 188382 | ExcessFromYear2 |
| Excess From Year1 | 234323 | ExcessFromYear1 |
| Excess From Current Year | 235447 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACHILIES INTERNATIONAL SOUTH FLORIDA | ||||||||
| 42 WEST 38TH ST 4TH FL | NEW YORK | NY | 10018 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| AVALON RESCUE SQUAD | ||||||||
| PO BOX 233 | AVALON | NJ | 08202 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| CARON RENAISSANCE | ||||||||
| 203 ROYAL POINCIANA WAY SUITE 1 | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| THE CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 34TH AND CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| THE CYSTIC FIBROSIS FOUNDATION | ||||||||
| 700 S DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | NONE | 501(C)3 | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| DEBORAH F SAGER MEMORIAL FUND | ||||||||
| 2950 COLLEGE DRIVE | VINELAND | NJ | 08360 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| EACH ONE COUNTS FOUNDATION | ||||||||
| 2 BAYBERRY WAY | POUND RIDGE | NY | 10576 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| ECOFLIGHT | ||||||||
| 307 ASPEN AIRPORT BUSINESS CENTER | ASPEN | CO | 81611 | NONE | 501(C)3 | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | SUITE L |
| FRIENDS OF YEMIN ORDE | ||||||||
| 12230 WILLKINS AVENUE | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| HANSEN HOUSE | ||||||||
| PO BOX 1020 | COLOGNE | NJ | 08213 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| HOME SAFE | ||||||||
| 2840 SIXTH AVENUE SOUTH | LAKE WORTH | FL | 33461 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $15,000 | |
| LANDIS THEATER FOUNDATION | ||||||||
| 424 LANDIS AVENUE | VINELAND | NJ | 08460 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| 401 PLYMOUTH ROAD SUITE 150 | PLYMOUTH MEETING | PA | 19462 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 1 REED STREET 200 | PHILADELPHIA | PA | 19147 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| PBA LOCAL 59-AVALON POLICE | ||||||||
| 3100 DUNE DRIVE | AVALON | NJ | 08202 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $95,000 | |
| PURPLE MOUNTAIN INSTITUTE | ||||||||
| 11505 EAST CAMINO DEL DESIERTO | TUSCON | AZ | 85747 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| ROBIN HOOD PROJECT | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 10434 SAINT ANDREWS BOULEVARD | BOYNTON BEACH | FL | 33436 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| SACRED HEART SCHOOL | ||||||||
| 410 NORTH M STREET | LAKE WORTH | FL | 33460 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $12,500 | |
| SALESIAN SISTERS | ||||||||
| 659 BELMONT AVE | NORTH HALEDON | NJ | 07508 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| SISTERS OF MERCY OF THE AMERICAS | ||||||||
| 1645 US HIGHWAY 22 WEST | WATCHUNG | NJ | 07069 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| SOUTH JERSEY HEALTHCARE FOUNDATION | ||||||||
| 2950 COLLEGE DRIVE SUITE 1F | VINELAND | NJ | 08360 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $114,400 | |
| ST AUGUSTINES COLLEGE PREPARATORY SCHOOL | ||||||||
| 611 CEDAR AVE | RICHLAND | NJ | 08350 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $400 | |
| ST JOSEPH GUILD | ||||||||
| PO BOX 36 | FLOURTOWN | PA | 190310036 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| ST PADRE PIO PARISHL | ||||||||
| 4680 DANTE AVENUE | VINELAND | NJ | 08361 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| ST STEVENS CONVENT | ||||||||
| 6300 BROWNING ROAD | PENNSAUKEN | NJ | 08109 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| THE RICHARD STOCKTON COLLEGE FOUNDATION | ||||||||
| PO BOX 195 | POMANA | NJ | 08240 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,250 | |
| THE CANUSO FOUNDATION | ||||||||
| 30 WASHINGTON AVE SUITE B4 | HADDONFIELD | NJ | 08033 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| THE FIRST TEE | ||||||||
| 90 MAYS LANDING ROAD | SOMERS POINT | NJ | 08244 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| THE ITALIAN CULTURAL FOUNDATION | ||||||||
| PO BOX 841 | VINELAND | NJ | 083620841 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,350 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 4360 NORTHLAKE BLVD SUITE 109 | PALM BEACH GARDENS | FL | 33410 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| THE NATIONAL ITALIAN AMERICAN FOUNDATION | ||||||||
| 1860 19TH STREET NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $38,500 | |
| VILLA MARIA BY THE SEA | ||||||||
| 11101 FIRST AVENUE | STONE HARBOR | NJ | 08247 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| VILLANOVA UNIVERSITY SCHOOL OF LAW | ||||||||
| 299 N SPRING MILL RD | VILLANOVA | PA | 19085 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| FRATERNAL ORDER OF POLICE ASSOCIATES LODGE #19 | ||||||||
| PO BOX 2037 | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,200 | |
| IL CIRCOLO | ||||||||
| 130 PALM AVENUE 3 | JUPITER | FL | 33477 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| TOWN OF PALM BEACH UNITED WAY | ||||||||
| 44 COCANUT ROW M201 | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $20,000 | |
| PALM BEACH CENTENNIAL COMMISSION | ||||||||
| 340 ROYAL POINCIANA WAY SUITE 326B | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $12,500 | |
| WHEATON ARTS | ||||||||
| 1501 GLASSTOWN ROAD | MILLVILLE | NJ | 08332 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| MASSACHUSETTS GENERAL HOSPITAL CANCER CENTER | ||||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| LIGHTHOUSE ART CENTER MUSUEM & SCHOOL OF ART | ||||||||
| 373 TEQUESTA DRIVE | TEQUESTA | FL | 33469 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $5,720 | |
| KATHERIN M TAGLIALATELLA FOUNDATION | ||||||||
| 231 TENTH AVENUE | NEW YORK | NY | 10011 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $7,500 | |
| SHORE MEMORIAL HEALTH FOUNDATION | ||||||||
| 1 EAST NEW YORK AVENUE | SOMERS POINT | NJ | 08244 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| EHT STREET HOCKEY ASSOCIATION | ||||||||
| PO BOX 963 | PLEASANTVILLE | NJ | 08234 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| YMCA OF VINELAND | ||||||||
| 1159 E LANDIS AVENUE | VINELAND | NJ | 08360 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| MARINE CORPS LAW ENFOREMENT FOUNDATION | ||||||||
| PO BOX 704 | MAPLE SHADE | NJ | 08052 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $1,100 | |
| NFL ALUMNI PHILADELPHIA CHAPTER | ||||||||
| 27 COMPASS CIRCLE | MOUNT LAUREL | NJ | 08054 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| STONE HARBOR KIONS CLUB | ||||||||
| PO BOX 325 | STONE HARBOR | NJ | 08247 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| THE LEGAL AID SOCIETY OF PALM BEACH COUNTY INC | ||||||||
| 423 FERN STREET | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| THE WEISS SCHOOL | ||||||||
| 4176 BURNS ROAD | PALM BEACH GARDENS | FL | 33410 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| THE CHILDREN'S MEDICAL FOUNDATION | ||||||||
| 10 PENN TOWER 3400 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| HELEN L DILLER VACATION HOME FOR BLIND CHILDREN | ||||||||
| 127 26TH STREET BOX 338 | AVALON | NJ | 08202 | NONE | 501(C)(3) | ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 457920 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,645 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $92,348 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $18,706 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,931 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $132,630 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 132630 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | Category |
| Amount | $5,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | WILMINGTON BROAD MARKET | NameOfBond |
| EOY Book Value | 300833 | EOYBookValue |
| EOYFMV | 318566 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| LAS VEGAS SANDS | 127723 | 261722 |
| ISHARES BARCLAYS TIPS BOND FUND | 69474 | 80283 |
| ISHARES TRUST COHEN & STEERS REALTY MAJORS INDEX | 27072 | 50488 |
| VANGUARD EUROPACIFIC | 0 | 0 |
| VANGUARD EMERING MARKETS | 248273 | 267164 |
| ISHARES MSCI EAFE SMALL CAP INDEX FUND | 0 | 0 |
| VANGUARD HIGH YIELD CORP ADM | 84355 | 108104 |
| KKR & CO (GUERNSEY) LP | 0 | 0 |
| ISHARES MSCI EAFE GROWTH INDEX FUND | 126844 | 115306 |
| CLEARWIRE CORP - CLASS A | 0 | 32334 |
| SPDR DOW JONES INTL REAL ESTATE ETF | 9405 | 7798 |
| VANGUARD MSCI EAFE ETF | 621458 | 610670 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SG AZOOGLE LP | AT COST | 249662 | 249662 |
| SG NETQUOTE LLC | AT COST | 440 | 440 |
| WOODEN BRIDGE PARTNER TRUST | AT COST | 472500 | 472500 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | AT COST | 24783 | 23646 |
| WILMINGTON SMALL CAP STRATEGY FUND | AT COST | 88968 | 98567 |
| WILMINGTON LARGE CAP STRATEGY FUND | AT COST | 1602077 | 1791312 |
| FIDELITY FOCUSED HIGH INCOME | AT COST | 54554 | 53765 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WRITE-OFF OF PRIOR YEAR LOSS ON INVESTMENTS | Description |
| Amount | $49,333 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 190 | 0 | 0 |
| PORTFOLIO DEDUCTIONS | 495 | 495 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MISCELLANEOUS | 17796 | 17796 | 17796 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | 910 | 910 | 910 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $20,240 | Amount |
| Net Investment Income | 20240 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $15,682 | 0 | 0 |
| FOREIGN TAXES | $2,895 | 2895 | 0 |
Comments