SALEM HEALTH AND WELLNESS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SALEM HEALTH AND WELLNESS FOUNDATION INC (EIN 01-0625542)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-02
IRS object ID: 202421239349100412
Schema version: 2023v5.0
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Legal Fees Schedule
Other Assets 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	2024-05-02T09:06:23-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	222417800	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARTINI & MARTINI CPA P A	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1135 E CHESTNUT AVE	AddressLine1Txt
City	VINELAND	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08360	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	010625542	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SALEM HEALTH AND WELLNESS	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SALE	BusinessNameControlTxt
Phone	8562994460	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	91 S VIRGINIA AVE STE A	AddressLine1Txt
City	PENNS GROVE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	080691765	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAUL S DILORENZO	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	8562994460	PhoneNum
Signature	2024-04-23	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	PAUL	PersonFirstNm
Person Last	DILORENZO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOMINICK MERIGHI	PreparerPersonNm
PTIN	P02381479	PTIN
Phone	8566918934	PhoneNum
Preparation	2024-05-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$37,582,470	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$554,316	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$692,263	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$692,263	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$488,593	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,485,729	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$488,593	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$180,000	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$180,000	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,915,172	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,360,856	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$152,980	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$7,649	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$145,331	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$85,479	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$4,274	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$93,128	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$35,483	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,774	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$33,709	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$78,386	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$1,176	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$78,826	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$36,753	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$14,701	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$22,052	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$112,784	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$89,215	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$23,569	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$14,457	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$4,502	DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$14,355	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$14,355	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$77,122	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$79,719	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$612,301	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$118,789	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$490,689	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$328,310	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$322,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$940,611	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$118,789	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$813,389	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$974,561	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,242,067	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$44,755	CashBOYAmt
Cash EOY	$622,840	CashEOYAmt
Cash EOYFMV	$622,840	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,694,436	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$881,369	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$881,369	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$85,067	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$64,365	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$64,365	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$11,712,145	CorporateStockBOYAmt
Corporate Stock EOY	$13,149,883	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,149,883	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$7,585,788	CorporateBondsBOYAmt
Corporate Bonds EOY	$8,878,897	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$8,878,897	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$93,273	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$50,045	LandBldgEquipAccumDeprecAmt
Land BOY	$20,708	LandBOYAmt
Land EOY	$43,228	LandEOYAmt
Other Assets BOY	$13,203,922	OtherAssetsBOYAmt
Other Assets EOY	$13,985,116	OtherAssetsEOYAmt
Other Assets EOYFMV	$13,985,116	OtherAssetsEOYFMVAmt
Total Assets BOY	$34,346,821	TotalAssetsBOYAmt
Total Assets EOY	$37,625,698	TotalAssetsEOYAmt
Total Assets EOYFMV	$37,582,470	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$47,559	AccountsPayableBOYAmt
Accounts Payable EOY	$90,013	AccountsPayableEOYAmt
Total Liabilities BOY	$47,559	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$90,013	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$24,049,411	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$26,679,898	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$10,249,851	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$10,855,787	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$34,299,262	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$37,535,685	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$34,346,821	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$37,625,698	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$34,299,262	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$974,561	ExcessRevenueOverExpensesAmt
Other Increases	$2,261,862	OtherIncreasesAmt
Subtotal	$37,535,685	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$37,535,685	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	BROKER HELD PUBLICLY TRADED SECURITI	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$1,019,125	GrossSalesPriceAmt
Cost Or Other Basis	$997,136	CostOrOtherBasisAmt
Gain Or Loss	$21,989	GainOrLossAmt
Gains Minus Excess Or Losses	$21,989	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$488,593	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$17,265	InvestmentIncomeExciseTaxAmt
Subtotal	$17,265	SubtotalAmt
Tax Based On Investment Income	$17,265	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$65,467	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$65,467	TotalPaymentsAndCreditsAmt
Overpayment	$48,202	OverpaymentAmt
Applied To ES Tax	$48,202	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
Org Report Or Register State	NJ	OrgReportOrRegisterStateCd
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	WWW.SALEMWELLNESSFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	PAUL S DILORENZO	IndividualWithBooksNm
Phone	8562994460	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	91 S VIRGINA AVE	AddressLine1Txt
City	CARNEYS POINT	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08069	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
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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
PAUL S DILORENZO
91 S VIRGINA AVE	CARNEYS POINT	NJ	08069	EXECUTIVE DI	40.00	$152,980	$7,649	$0
DANIEL DELANEY
37 S LOCUST AVE	SALEM	NJ	08079	TRUSTEE	1.00	$0	$0	$0
BENJAMIN GRIFFITH
6 VAN METER TERRACE	SALEM	NJ	08079	TRUSTEE	1.00	$0	$0	$0
ANN MARIE HEALY
67 E LAKE RD	WOODSTOWN	NJ	08098	VICE CHAIR	1.00	$0	$0	$0
JEANETTE JACKSON
13 DIXIE DR	PENNS GROVE	NJ	08069	SECRETARY	1.00	$0	$0	$0
STEPHEN KROUGH
13 KLESSEL AVE	PENNSVILLE	NJ	08070	TRUSTEE	1.00	$0	$0	$0
KATHLEEN LOCKBAUM
58 PENNSVILLE PEDRICKTOWN RD	PEDRICKTOWN	NJ	08067	TREASURER	1.00	$0	$0	$0
LYNNE SAUNDERS
140A WALNUT STREET	SALEM	NJ	08079	TRUSTEE	1.00	$0	$0	$0
RALPH THOMAS
309 STATE ST	ELMER	NJ	08318	CHAIRMAN	1.00	$0	$0	$0
PEGGY WHITE
340 HUSTED STATION RD	PITTSGROVE	NJ	08318	TRUSTEE	1.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	EMILY HERNANDEZ	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2115 W KORFF DR	AddressLine1Txt
City	VINELAND	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08360	ZIPCd

Field	Value	IRS element (for citing)
Title	GRANTS ADMIN	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$52,500	CompensationAmt
Employee Benefits	$2,625	EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Business Name Line2BusinessName/BusinessNameLine2Txt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
SEI PRIVATE TRUST COMPANY
SEI PRIVATE TRUST COMPANY	1 FREEDOM VALLEY DR	OAKS	PA	19456	INVESTMENT MGMT	$89,215
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER BIDDLE & REATH LLP	600 CAMPUS DRIVE	FLORHAM PARK	NJ	07932	LEGAL SERVICES	$78,260

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	SUPPORT - CONTRIBUTION TO GRANTMAKERS IN HEALTH TO SUPPORT THEIR MISSION - HEALTH PHILANTHROPHY	Description1Txt
Expenses1	$5,610	Expenses1Amt
Description2	PREVENTATIVE CARE GRANTS: 1. PENNS GROVE CHA 3,000 2. SALEM COMMUNITY COLLEGE 10,000 3. SALEM COUNTY OFFICE ON AGING 46,000 4. SALEM HIGH SCHOOL 3,000 5. SNJPC 25,000 6. STAND UP FOR SALEM 3,000	Description2Txt
Expenses2	$90,000	Expenses2Amt
Description3	MATCHING GIFT PROGRAM - THE SALEM HEALTH AND WELLNESS FOUNDATION PROVIDES GENERAL OPERATING SUPPORT TO SALEM COUNTY 501(C)(3) NON-PROFIT ORGANIZATIONS OFFERING SERVICES THAT FALL WITHIN THE FOUNDATION'S CHARITABLE PURPOSES, VIA THE MATCHING GIFT PROGRAM. 1. RANCH HOPE 20,000 2. MEALS ON WHEELS 20,000 3. PENNSVILLE VNA 20,000 4. CORNERSTONE 20,000 5. HABITAT FOR HUMANTY 20,000 6. BBBS 20,000 7. APPEL FARMS 20,000 8. ARC 20,000 9. INSPIRA 20,000 10. REVIVE SOUTH JERSEY 12,700 11. SALEM LITTLE LEAGUE 20,000 12. SHADOW EQUESTRIAN 20,000	Description3Txt
Expenses3	$232,700	Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$20,591,332	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,721,672	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$22,313,004	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$22,313,004	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$334,695	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$21,978,309	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,098,915	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,098,915	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$17,265	TaxBasedOnInvestmentIncomeAmt
Total Tax	$17,265	TotalTaxAmt
Distributable Before Adj	$1,081,650	DistributableBeforeAdjAmt
Distributable Before Ded	$1,081,650	DistributableBeforeDedAmt
Distributable As Adjusted	$1,081,650	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$813,389	ExpensesAndContributionsAmt
Qualifying Distributions	$813,389	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,081,650	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$21,587,918	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$14,374,244	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$35,962,162	TotalExcessDistributionCyovAmt
Qualifying Distributions	$813,389	QualifyingDistributionsAmt
Applied To Current Year	$813,389	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$268,261	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$268,261	ExcessDistributionCyovAppCYAmt
Total Corpus	$35,693,901	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$35,693,901	ExcessDistriCyovToNextYrAmt
Excess From Year4	$21,319,657	ExcessFromYear4Amt
Excess From Year3	$14,374,244	ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
APPEL FARM ARTS AND MUSIC CENTER
APPEL FARM ARTS AND MUSIC CENTER	457 SHIRLEY RD	ELMER	NJ	08318	NONE	PC	GIFT MATCHING PROGRAM	$20,000
ARC OF SALEM COUNTY
ARC OF SALEM COUNTY	150 SALEM-WOODSTOWN RD	SALEM	NJ	08079	NONE	PC	GIFT MATCHING PROGRAM	$20,000
BIG BROTHERS BIG SISTERS OF CUMBER
BIG BROTHERS BIG SISTERS OF CUMBERLAND/SALEM COUNT	4934 LANDIS AVE	VINELAND	NJ	08360	NONE	PC	GIFT MATCHING PROGRAM	$20,000
CORNERSTONE WOMEN'S RESOURCE CENTER
CORNERSTONE WOMENS RESOURCE CENTER	PO BOX 63	SALEM	NJ	08079	NONE	PC	GIFT MATCHING PROGRAM	$20,000
HABITAT FOR HUMANITY OF SALEM COUNT
HABITAT FOR HUMANITY OF SALEM COUNTY	416 S PENNSVILLE-AUBURN	CARNEYS POINT	NJ	08069	NONE	PC	GIFT MATCHING PROGRAM	$20,000
INSPIRA FOUNDATION
INSPIRA FOUNDATION	159 BRIDGETON PIKE	MULLICA HILL	NJ	08062	NONE	PC	GIFT MATCHING PROGRAM	$20,000
MEALS ON WHEELS
MEALS ON WHEELS	90 MARKET ST	SALEM	NJ	08079	NONE	PC	GIFT MATCHING PROGRAM	$20,000
PENNS GROVE COMMUNITY HOUSING AUTHO
PENNS GROVE COMMUNITY HOUSING AUTHORITY	40 SOUTH BROADWAY	PENNS GROVE	NJ	08069	NONE	PC	SUMMER BASKETBALL CAMP	$3,000
PENNSVILLE VISITING NURSES ASSOCIAT
PENNSVILLE VISITNG NURSES ASSOCIATION	14 N BROADWAY	PENNSVILLE	NJ	08070	NONE	PC	GIFT MATCHING PROGRAM	$20,000
RANCH HOPE
RANCH HOPE	PO BOX 325	ALLOWAY	NJ	08001	NONE	PC	GIFT MATCHING PROGRAM	$20,000
REVIVE SOUTH JERSEY
REVIVE SOUTH JERSEY	31 WEST COMMERCE ST	BRIDGETON	NJ	08302	NONE	PC	GIFT MATCHING PROGRAM	$12,700
SALEM COMMUNITY COLLEGE
SALEM COMMUNITY COLLEGE	460 HOLLYWOOD AVE	CARNEYS POINT	NJ	08069	NONE	GOV	NURSING SCHOLARSHIPS	$10,000
SALEM COUNTY DEPARTMENT OF HEALTH
SALEM COUNTY DEPARTMENT OF HEALTH	110 5TH STREET STE 500	SALEM	NJ	08079	NONE	PC	TRANSPORTATION MATCH	$43,000
SALEM COUNTY OFFICE ON AGING AND DI
SALEM COUNTY OFFICE ON AGING AND DISABILITIES	110 5TH STREET STE 500	SALEM	NJ	08079	NONE	PC	FALL FESTIVAL	$3,000
SALEM COUNTY HIGH SCHOOL
SALEM COUNTY HIGH SCHOOL	219 WALNUT STREET	SALEM	NJ	08079	NONE	GOV	TEEN PREGNANCY PREVENTION PROGRAM	$3,000
SALEM LITTLE LEAGUE
SALEM LITTLE LEAGUE	CHURCH LANDING RD	PENNSVILLE	NJ	08070	NONE	PC	GIFT MATCHING PROGRAM	$20,000
SHADW EQUESTRIAN
SHADW EQUESTRIAN	1907 MONROEVILLE RD	MONROEVILLE	NJ	08343	NONE	PC	GIFT MATCHING PROGRAM	$20,000
SOUTHERN NEW JERSEY PERINATAL COOPE
SOUTHERN NEW JERSEY PERINATAL COOPERATIVE	2500 MCCLELLAN AVE 250	PENNSAUKEN TOWNSHIP	NJ	08109	NONE	PC	SUPPORT CHILDREN & FAMILIES INITIATI	$25,000
STAND UP FOR SALEM
STAND UP FOR SALEM	219 E BROADWAY	SALEM	NJ	08079	NONE	PC	TEEN EMPLOYMENT PROGRAM	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$322,700	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$692,263	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$180,000	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$466,604	ExclusionAmt
Related Or Exempt Function Incm	$21,989	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,338,867	ExclusionAmt
Related Or Exempt Function Incm	$21,989	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,360,856	TotalIncomeProducingActyAmt

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

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/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
ALBERT M PARVIN TRUST
1	PNC PO BOX 91309	CLEVLAND	OH	44101	$12,746	Yes (X)
ELEANOR RUMSEY CHARITABLE TRUST
2	PO BOX 95021	HENDERSON	NV	890095021	$9,500	Yes (X)
ESTATE OF J EVAN HITCHNER
3	PO BOX 95021	HENDERSON	NV	890095021	$484,000	Yes (X)
MORRIS FOX CHARITABLE TRUST
4	PO BOX 95021	HENDERSON	NV	890095021	$30,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$36,753	Amt
Net Investment Income	$14,701	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$22,052	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	DEPRECIATION	PropertyDesc
Current Year Expense	$4,502	CurrentYearExpenseAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME	BondNm
EOY Book Value	$8,878,897	EOYBookValueAmt
EOYFMV	$8,878,897	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DOMESTIC EQUITUES	$8,046,121	$8,046,121
INTERNATIONAL EQUITIES	$5,103,762	$5,103,762

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
FURNITURE AND FIXTURES	$93,273	$50,045	$43,228
MACHINERY AND EQUIPMENT
IMPROVEMENTS

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Legal Fees	$78,386	LegalFeesAmt
Net Investment Income	$1,176	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$78,826	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BENEFICIAL INTERETS	$10,163,945	$10,769,881	$10,769,881
INTEREST INCOME RECEIVABLE	$7,890	$187,890	$187,890
INVESTMENT INCOME RECEIVABLE	$21,810	$27,345	$27,345
MISCELANEOUS RECEIVABLE	$10,277
NOTES REVEIVABLE	$3,000,000	$3,000,000	$3,000,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
403 B PLAN	$1,875	$1,875
COMMUNICATIONS	$11,377	$11,377
DUES AND MEMBERSHIPS	$5,547	$5,547
EQUIPMENT MAINTENANCE	$946	$946
INSURANCE	$17,211	$17,211
INTERNET ACCESS FEES	$4,512	$4,512
MARKETING	$750	$250
MISCELLANEOUS	$1,574	$1,574
OFFICE EXPENSE	$10,232	$13,329
OFFICE RENT	$14,400	$14,400
STATE FILING FEES	$250	$250
SUBSCRIPTIONS	$1,168	$1,168
TELEPHONE	$2,586	$2,586
WEBSITE HOSTING	$4,694	$4,694

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	INTEREST INCOME - CHA PARTNER	Desc
Revenue And Expenses Per Books	$180,000	RevenueAndExpensesPerBooksAmt
Net Investment Income	$180,000	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
CHANGE IN VALUE OF TRUSTS	$605,936
UNREALIZED GAIN INVESTMENTS	$1,655,926

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
CONSULTING FEES	$23,569	$23,569
INVESTMENT MGMT FEES	$89,215		$89,215

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	CategoryTxt
Amt	$14,457	Amt