SAMUEL J PAPARONE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: SAMUEL J PAPARONE FOUNDATION INC (EIN 22-3552785)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-11
IRS object ID: 202601319349104590
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Other Decreases Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-11T20:12:56-07:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	274755923	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Lisa A Paparone CFP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	83 Parry Dr	AddressLine1Txt
City	Hainesport	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08036	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223552785	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Samuel J Paparone Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SAMU	BusinessNameControlTxt
Phone	6095181574	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	83 Parry Drive	AddressLine1Txt
City	Hainesport	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08036	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Lisa A Paparone	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	6095181574	PhoneNum
Signature	2026-05-11	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Lisa A Paparone	PreparerPersonNm
PTIN	P00636519	PTIN
Phone	6095181574	PhoneNum
Preparation	2026-05-11	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2025	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	$114,158	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$19	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$19	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$19	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$2,922	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,922	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$2,922	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$7,954	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$12,549	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$7,954	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$10,895	TotalRevAndExpnssAmt
Total Net Invst Incm	$10,895	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,941	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$575	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$575	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$575	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$575	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$0	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$31	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$31	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$31	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$31	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$606	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$606	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$606	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$606	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,856	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$606	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$606	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$606	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,039	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,289	NetInvestmentIncomeAmt
Adjusted Net Income	$2,335	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$81,195	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$82,125	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$114,158	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$81,195	TotalAssetsBOYAmt
Total Assets EOY	$82,125	TotalAssetsEOYAmt
Total Assets EOYFMV	$114,158	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$81,195	CapitalStockBOYAmt
Capital Stock EOY	$82,125	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$81,195	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$82,125	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$81,195	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$82,125	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$81,195	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,039	ExcessRevenueOverExpensesAmt
Subtotal	$82,234	SubtotalAmt
Other Decreases	$109	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$82,125	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	DepreciationDepreciationAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	FMV As Of123169FMVAsOf123169Amt	Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF	P	2018-06-14	2025-09-03	$10,030	$0	$4,595	$5,435	$0	$0	$0	$5,435
Capital Gain Distrib JP Morgan Eq Inc Fd	P	2018-12-31	2025-12-12	$2,519	$0	$0	$2,519	$0	$0	$0	$2,519

Field	Value	IRS element (for citing)
Capital Gain Net Income	$7,954	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$143	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$143	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$143	TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid	$0	OriginalReturnTaxPaidAmt
Tax Due	$143	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	Lisa A Paparone	IndividualWithBooksNm
Phone	6095181574	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	83 Parry Drive	AddressLine1Txt
City	Hainesport	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08036	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
Katharina Paparone
corp address	Hainesport	NJ	08036	president	0.25	$0	$0	$0
Leslie Paparone
corp address	Hainesport	NJ	08036	Secretary	0.25	$0	$0	$0
Bruce Paparone
corp address	Hainesport	NJ	08036	VP	0.25	$0	$0	$0
Lisa Paparone
corp address	Hainesport	NJ	08036	Treasurer	2.00	$575	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$112,286	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$112,286	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$112,286	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,684	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$110,602	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,530	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,530	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$143	TaxBasedOnInvestmentIncomeAmt
Total Tax	$143	TotalTaxAmt
Distributable Before Adj	$5,387	DistributableBeforeAdjAmt
Distributable Before Ded	$5,387	DistributableBeforeDedAmt
Distributable As Adjusted	$5,387	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$606	ExpensesAndContributionsAmt
Qualifying Distributions	$606	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,387	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$9,331	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$9,334	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$9,331	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$9,831	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$581	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$38,408	TotalExcessDistributionCyovAmt
Qualifying Distributions	$606	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$606	RemainingDistriFromCorpusAmt
Total Corpus	$39,014	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$5,387	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$9,331	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$29,683	ExcessDistriCyovToNextYrAmt
Excess From Year4	$9,334	ExcessFromYear4Amt
Excess From Year3	$9,331	ExcessFromYear3Amt
Excess From Year2	$9,831	ExcessFromYear2Amt
Excess From Year1	$581	ExcessFromYear1Amt
Excess From Current Year	$606	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
Shareholder Manager	None	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	NA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	N/A	AddressLine1Txt
City	NA	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08036	ZIPCd

Field	Value	IRS element (for citing)
Form And Info And Materials	N/A	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Urban Promise Ministries
PO Box 1479	Camden	NJ	08105	PC	unrestricted	$5,500
Brookfield Academy
1009 Berlin Rd	Cherry Hill	NJ	08034	PC	unrestricted	$3,750

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,250	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	n/a	Desc
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$0	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1	LineNumberTxt
Relationship Statement	N/A	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Lisa A. Paparone accounting	CategoryTxt
Amt	$575	Amt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Sec 4940 tax	Desc
Amt	$109	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	NJ Annual Report fee	Desc
Revenue And Expenses Per Books	$31	RevenueAndExpensesPerBooksAmt
Net Investment Income	$31	NetInvestmentIncomeAmt
Adjusted Net Income	$31	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$31	DisbursementsCharitablePrpsAmt