JOSEPH & RUTH SCODARI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH & RUTH SCODARI FAMILY FOUNDATION (EIN 26-2935293)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202501839349100800
- Schema version
- 2024v5.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-02T07:37:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262935293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph & Ruth Scodari Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH SCODARI | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,362,608 | 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 | $147,789 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,921 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,921 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $615,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,360 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $293,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,340 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,934 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,934 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,123 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,214 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $274,364 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,043,077 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,971,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,088,244 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,168,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,246,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,362,608 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,168,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,246,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,168,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,246,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,168,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,246,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,168,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,055 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,246,175 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,246,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $615,190 | GrossSalesPriceAmt |
| Cost Or Other Basis | $528,830 | CostOrOtherBasisAmt |
| Gain Or Loss | $86,360 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $86,360 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,360 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,619 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,619 | SubtotalAmt |
| Tax Based On Investment Income | $2,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $81 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Joseph C Scodari | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Ruth E Scodari | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,994,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,172,892 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,172,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,110,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,619 | TotalTaxAmt |
| Distributable Before Adj | $202,896 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $202,896 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $202,896 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $196,214 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,896 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $31,449 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,253 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,214 | QualifyingDistributionsAmt |
| Applied To Current Year | $196,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,682 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,682 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,559 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,767 | ExcessFromYear4Amt |
| Excess From Year2 | $12,253 | ExcessFromYear2Amt |
| Excess From Year1 | $74,539 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joseph C Scodari | ContributingManagerNm |
| Contributing Manager | Ruth E Scodari | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANN SILVERMAN COMMUNITY HEALTH CLINIC | |||||||
| 595 W STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $1,000 |
| PHOENIX HOUSES OF LONG ISLAND INC | |||||||
| 34-25 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | N/A | PC | General & Unrestricted | $25,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $60,000 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 34TH ST CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $60,000 |
| UNITED WAY OF NORTH CAROLINA | |||||||
| 1130 KILDAIRE FARM RD STE 100 | CARY | NC | 27511 | N/A | PC | Hurricane Helene disaster relief effort | $10,000 |
| VOLUNTEERS IN MEDICINE CLINIC | |||||||
| 15 NORTHRIDGE DR | HILTON HEAD | SC | 29926 | N/A | PC | General & Unrestricted | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,921 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $145,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,537 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Scodari Joseph C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Tidelands Court | AddressLine1Txt |
| City | Bluffton | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $147,789 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | JOHNSON & JOHNSON JNJ, 900 sh. | NoncashPropertyDesc |
| Fair Market Value | $147,789 | FairMarketValueAmt |
| Received | 2024-09-20 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS CORPORATE BOND | $141,015 | $142,064 |
| AMERICAN FUNDS EUROPACIFIC GRO | $200,203 | $175,122 |
| ARTISAN INTERNATIONAL SMALL MI | $92,565 | $136,178 |
| BNY MELLON GLOBAL FIXED INCOME | $97,286 | $93,937 |
| CHARLES SCHWAB INTRNTNL EQ | $127,231 | $168,868 |
| COMMERCE BOND INSTITUTIONAL FU | $71,665 | $65,144 |
| DODGE & COX STOCK | $86,597 | $109,215 |
| HARTFORD SHORT DURATION FUND C | $17,548 | $17,565 |
| ISHARES CORE US REIT ETF | $113,792 | $123,686 |
| JOHN HANCOCK II-STR INC-I | $184,997 | $190,521 |
| MAINTSTAY SHORT TERM DUR HIGH | $90,026 | $87,099 |
| NEW WORLD FUND CLASS F3 | $167,544 | $184,109 |
| PARNASSUS FIXED INCOME FUND IN | $93,799 | $94,328 |
| PRUDENTIAL SHORT DURATION HIGH | $90,000 | $84,451 |
| SCHWAB STRATEGIC TR US LARGE C | $276,206 | $400,075 |
| SCHWAB U.S. LARGE-CAP GROWTH | $119,896 | $428,083 |
| SCHWAB U.S. SMALL-CA | $89,850 | $145,126 |
| SCHWAB US BROAD MARKET | $160,476 | $243,185 |
| SCHWAB US LARGE CAP ETF | $160,218 | $389,702 |
| SCHWAB US MID CAP | $241,035 | $375,075 |
| SCHWAB US REIT | $71,919 | $73,963 |
| SCHWAB US TIPS | $79,183 | $75,785 |
| T. ROWE PRICE GROWTH STOCK FUN | $110,695 | $170,830 |
| VANGUARD SM-CAP ETF | $88,065 | $114,133 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $5,189 | $5,189 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $15,934 | Amt |
| Net Investment Income | $15,934 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $2,000 |
| 990-PF Excise Tax for 2023 | $1,123 |