SALEM HEALTH AND WELLNESS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SALEM HEALTH AND WELLNESS FOUNDATION INC (EIN 01-0625542)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-07-15
IRS object ID: 202121969349100802
Schema version: 2020v4.0
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
Investments Other Schedule2
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	2021-07-15T07:32:57-07:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	222672100	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EDWARD T GHEYSENS JR CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	13 SOUTH MAIN STREET	AddressLine1Txt
City	WOODSTOWN	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08098	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	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 Foundation Inc	BusinessNameLine1Txt
Business Name Line2	co Brenda L Goins Ex Director	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	AddressLine1Txt
City	Penns Grove	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08069	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Lisa Hartsough RN	PersonNm
Person Title	Chairman	PersonTitleTxt
Signature	2021-07-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Lisa Hartsough	PersonFirstNm
Person Last	RN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Edward T Gheysens Jr	PreparerPersonNm
PTIN	P00448729	PTIN
Phone	8567691166	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return Former Pub Chrty	Yes (X)	InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$57,497,806	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	$543,826	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$19	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$19	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$483,127	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$483,127	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$273,451	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$13,421,077	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$273,451	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$840,380	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$840,380	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,140,803	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,596,977	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$135,744	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$6,787	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$132,950	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$67,812	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$3,391	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$66,446	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$39,496	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,975	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$34,021	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$138,822	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,657	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$168,782	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$26,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$10,750	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$15,350	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$180,410	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$135,410	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$45,000	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$30,413	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$10,313	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$62,174	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$2,401	DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$1,096	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,096	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$364	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$263	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$60,251	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$58,685	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$682,909	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$171,283	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$584,767	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,921,780	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,921,780	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,604,689	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$171,283	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$5,506,547	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,463,886	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,425,694	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$438,713	CashBOYAmt
Cash EOY	$159,912	CashEOYAmt
Cash EOYFMV	$159,912	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$4,053,865	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$40,031	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$40,031	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$34,485	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$38,781	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$38,781	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$21,812,500	CorporateStockBOYAmt
Corporate Stock EOY	$15,719,456	CorporateStockEOYAmt
Corporate Stock EOYFMV	$15,719,456	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$5,030,077	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,386,437	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,386,437	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,195,292	OtherInvestmentsBOYAmt
Other Investments EOY	$1,316,744	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,316,744	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$87,024	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$76,237	LandBldgEquipAccumDeprecAmt
Land BOY	$11,588	LandBOYAmt
Land EOY	$10,787	LandEOYAmt
Land EOYFMV	$8,500	LandEOYFMVAmt
Other Assets BOY	$25,798,555	OtherAssetsBOYAmt
Other Assets EOY	$36,827,945	OtherAssetsEOYAmt
Other Assets EOYFMV	$36,827,945	OtherAssetsEOYFMVAmt
Total Assets BOY	$59,375,075	TotalAssetsBOYAmt
Total Assets EOY	$57,500,093	TotalAssetsEOYAmt
Total Assets EOYFMV	$57,497,806	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$59,864	AccountsPayableBOYAmt
Accounts Payable EOY	$47,591	AccountsPayableEOYAmt
Grants Payable EOY	$10,000	GrantsPayableEOYAmt
Total Liabilities BOY	$59,864	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$57,591	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$39,489,534	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$19,825,677	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets EOY	$12,200,055	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$59,315,211	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$57,442,502	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$59,375,075	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$57,500,093	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$59,315,211	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,463,886	ExcessRevenueOverExpensesAmt
Other Increases	$1,591,177	OtherIncreasesAmt
Subtotal	$57,442,502	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$57,442,502	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
How Acquired	P	HowAcquiredCd
Acquired	2001-12-01	AcquiredDt
Sold	2020-12-31	SoldDt
Gross Sales Price	$13,421,077	GrossSalesPriceAmt
Cost Or Other Basis	$13,147,626	CostOrOtherBasisAmt
Gain Or Loss	$273,451	GainOrLossAmt
Gains Minus Excess Or Losses	$273,451	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$273,451	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$19,817	InvestmentIncomeExciseTaxAmt
Subtotal	$19,817	SubtotalAmt
Tax Based On Investment Income	$19,817	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$75,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$75,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$55,183	OverpaymentAmt
Applied To ES Tax	$20,000	AppliedToESTaxAmt
Refund	$35,183	RefundAmt

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	Yes (true)	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Brenda Goins	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8562994460	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	91 S Virginia 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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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 (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt
Lori Dilks
6 Nicholas Drive	Pennsville	NJ	08070	Treasurer	1.00	$0
Lisa Hartsough RN
211 Hayes Street	Carneys Point	NJ	08069	Chairman	1.00	$0
William J Allen
10 Walker Dr	New Castle	DE	19720	Trustee	1.00	$0
Ralph Thomas
309 State St	Elmer	NJ	08318	Vice Chair	1.00	$0
William H McAllister
11 Meghans Way	Pennsville	NJ	08070	Trustee	1.00	$0
Brenda L Goins
627 Quinton Rd	Salem	NJ	08079	Executive Dir.	40.00	$135,744	$8,384
Dorothy Haefner
409 Welchville Road	Salem	NJ	08079	Secretary	1.00	$0
Lynee R Saunders
140A Walnut Street	Salem	NJ	08079	Trustee	1.00	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	JUDITH A FOLEY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	86 Kansas Road	AddressLine1Txt
City	Pennsville	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08070	ZIPCd

Field	Value	IRS element (for citing)
Title	EXEC. ASSISTANT	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$67,812	CompensationAmt
Employee Benefits	$4,050	EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
SEI Private Trust Company
1 Freedom Valley Dr	Oaks	PA	19456	Investment Management	$138,822
Drinker Biddle & Reath LLP
600 Campus Drive	Florham Park	NJ	079321047	Legal Fees	$133,079

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Improving Access to Healthcare - Grants to assist in the operation of the Salem Medical Center.	Description1Txt
Expenses1	$4,500,000	Expenses1Amt
Description2	Preventative Care: 1. Matching funds for Salem County rural health related transportation program - $ 76,796 2. Grant partnership with Acenda, providing mental health services in Salem County, NJ - $ 75,000 3. Grant to Pennsville Township, NJ - NJ Healthy Communities Grant for upgrade to Riverview Park to accomodate Citizens with disabilities- $ 20,000 4. Grant to Catholic Charities to support food pantries during Covid 19 - $ 19,000 5. Grant to Puerto Rican Action Committee (PRAC) to support lost revenue due to Covid 19 - $ 15,000 6. Grant of Penns Grove Middle School to support the After School physical activity Program - $ 3,000 7. Grant to Rutgers University Foundationt o support a comprehensive Family and Community Health Sciences Extension program for residents of Salem County, NJ - $ 55,000 8. Grant to Salem High School to support the Teen Prevention Education Program (TEEN PEP), a sexual health program - $ 7,500	Description2Txt
Expenses2	$271,296	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 areas of interest, via the matching gift program. In 2020, this program supported 8 Salem County non-profit organizations.	Description3Txt
Expenses3	$146,734	Expenses3Amt
Description4	Live Healthy Salem County Initiative - To assist a county wide group of community residents, nonprofits, stakeholders, and service providers coming together to address the health needs of Salem County Residents. The mission of Live Healthy Salem County is to inspire residents to live healthy, productive lives by enhancing opportunities that lead to a sustainable culture of wellness.	Description4Txt
Expenses4	$32,952	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	Low Interest loan to Salem Medical Center, a hospital under section 170(b)(1)(a)(iii). The loan's significant purpose is to further the accomplishment of Salem Health and Wellness Foundation's mission to promote the health and wellness of the residents of Salem County, NJ, and not to produce income. The loan accomplishes one or more purposes described in section 170(c)(1) or (2)(b); namely Salem Health and Wellness foundation's and salem medical center's (the hospital) charitable, scientific, and educational purposes.	Description1Txt
Expenses1	$10,000,000	Expenses1Amt
Total	$10,000,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$22,569,007	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$824,297	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$23,393,304	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$23,393,304	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$350,900	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$23,042,404	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,152,120	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,152,120	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$19,817	TaxBasedOnInvestmentIncomeAmt
Total Tax	$19,817	TotalTaxAmt
Distributable Before Adj	$1,132,303	DistributableBeforeAdjAmt
Distributable Before Ded	$1,132,303	DistributableBeforeDedAmt
Distributable As Adjusted	$1,132,303	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,506,547	ExpensesAndContributionsAmt
Program Related Invst Total	$10,000,000	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$15,506,547	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$15,506,547	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,132,303	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$23,049,589	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$23,049,589	TotalExcessDistributionCyovAmt
Qualifying Distributions	$15,506,547	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,132,303	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$14,374,244	RemainingDistriFromCorpusAmt
Total Corpus	$37,423,833	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$37,423,833	ExcessDistriCyovToNextYrAmt
Excess From Year1	$23,049,589	ExcessFromYear1Amt
Excess From Current Year	$14,374,244	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Candid
32 Old Ship 24th Floor	New York	NY	10005	None	PC	To Support Mission Related Work	$3,750
Puerto Rican Action Committee
114 East Main St	Penns Grove	NJ	08069	None	PC	Funding for Prac's Health Program. To improve access to healthcare for Hispanic and underserved families in Salem County and to supplement lost revenue due to Covid 19	$15,000
Acenda
42 S Delsea Dr	Glassboro	NJ	08028	None	PC	Support for Acenda's work providing mental health services to residents with a focus on children and veterans in salem county	$75,000
Meals on Wheels
90 Market St	Salem	NJ	08079	None	PC	Support to help Meals on Wheels keep Salem County residents off their waiting list	$20,000
Ranch Hope Inc
PO Box 325	Alloway	NJ	08001	None	PC	Matching gift program to support their ongoing programs	$20,000
Habitat for Humanity Salem
416 S Pennsville-Auburn Rd	Carneys Point	NJ	08069	None	PC	Matching Gift Program to Support their ongoing programs	$20,000
Cornerstone Womens Resource Ctr
PO Box 63	Salem	NJ	08079	None	PC	Matching Gift Program to support their ongoing programs	$20,000
Appel Farm Arts Music Ctr
457 Shirley Rd PO Box 888	Elmer	NJ	08318	None	PC	Matching Gift Program to Support their ongoing programs	$20,000
Pennsville Visiting Nurse Assoc
14 N Broadway	Pennsville	NJ	08070	None	PC	Matching gift program to support their ongoing programs	$18,427
The Arc of Salem County
150 Salem-Woodstown Rd	Salem	NJ	08079	None	PC	Matching gift program to support their ongoing programs	$8,307
Salem Medical Center
310 Woodstown Road	Salem	NJ	08079	None	PC	To Support the purchase and the revitalization of our local hospital	$4,500,000
Daytop NJ Inc
80 W Main St	Mendham	NJ	07945	None	PC	To Support ongoing programs	$20,000
Pennsville Township NJ
90 N Broadway	Pennsville	NJ	08070	None	GOV	Upgrades to riverview park to accomodate citizens with disabilities	$20,000
Salem County Office on Aging
110 Fifth St 900	Salem	NJ	08079	None	GOV	Funds for Salem County rural health related transportation program	$76,796
Penns Grove Middle School
351 E Maple Ave	Penns Grove	NJ	08069	None	GOV	To Support the after School physical activity program	$3,000
Rutgers University Foundation
335 George St Ste 4000	New Brunswick	NJ	08901	None	PC	To fund a position to conduct a comprehensive family and community health sciences extension program for residents of Salem County, NJ	$55,000
Salem High School
219 Walnut St	Salem	NJ	08079	None	GOV	To fund the Teen Prevention Education Program (TEEN PEP) - a sexual health program	$7,500
Catholic Charities
114 State St	Penns Grove	NJ	08069	None	PC	Support for food pantries during Covid 19	$19,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,921,780	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$483,127	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$273,451	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
Interest - N/R - SMC	14	$568,333
L.T. Capital Gain Distrib	18	$272,047

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,596,977	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,596,977	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 (5 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
Morris Fox Charitable Trust
1	Wells Fargo PO Box 95021	Henderson	NV	890095021	$30,000	Yes (X)
Estate of J Evan Hitchner
2	Wells Fargo PO Box 95021	Henderson	NV	890095021	$484,000	Yes (X)
Eleanor Rumsey Charitable Trust
3	Wells Fargo PO Box 95021	Henderson	NV	890095021	$9,200	Yes (X)
Albert M Parvin Trust
4	PNC 116 Allegheny Ctr	Pittsburgh	PA	152125333	$9,438	Yes (X)
Harold Mildred Huber Trust
5	Well Fargo PO Box 95021	Henderson	NV	890095021	$8,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Audit, Payroll, & Tax Preparation	CategoryTxt
Amt	$26,100	Amt
Net Investment Income	$10,750	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$15,350	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (16 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt
Refrigerator-Lowes	2010-12-27	$417	$378	SL	10.0000	$39
4 Shelf Corner Bookcase	2010-04-09	$220	$214	SL	10.0000	$6
15' Conference table	2011-01-25	$3,537	$3,157	SL	10.0000	$354
20 Conference Chairs	2011-01-25	$4,738	$4,226	SL	10.0000	$474
Constr-New Office	2006-08-01	$10,090	$3,474	SL	39.0000	$259
Exterior Sign Above Door	2013-06-05	$675	$447	SL	10.0000	$68
HP 3500 Desktop PC	2015-02-03	$550	$541	SL	5.0000	$9
HP Elite Desktop PC	2015-09-29	$630	$536	SL	5.0000	$94
LG 22" LCD Monitor	2016-02-19	$199	$153	SL	5.0000	$40
5 Apple IPAD Mini's	2016-04-04	$1,162	$870	SL	5.0000	$232
1 Apple IPAD Mini	2016-05-11	$243	$179	SL	5.0000	$49
Lenova ThinkPad Laptop	2016-09-13	$529	$353	SL	5.0000	$106
Grant Camera/Projector	2016-10-14	$793	$517	SL	5.0000	$159
31 LED Light Fixtures	2017-07-19	$3,565	$863	SL	10.0000	$357
High Back Desk Chair	2018-01-16	$240	$92	SL	5.0000	$48
Zoom Equipment	2020-08-17	$1,600		SL	5.0000	$107

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	Fixed Income	BondNm
EOY Book Value	$3,386,437	EOYBookValueAmt
EOYFMV	$3,386,437	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Domestic Equities	$8,509,060	$8,509,060
International Equities	$7,210,396	$7,210,396

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	SEI Core Property Fund, LP	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$1,316,744	BookValueAmt
EOYFMV	$1,316,744	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Furniture and Fixtures	$15,735	$15,571	$164
Machinery and Equipment	$55,962	$54,041	$1,921	$8,500
Improvements	$15,327	$6,625	$8,702

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Legal Fees	CategoryTxt
Legal Fees	$138,822	LegalFeesAmt
Net Investment Income	$2,657	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$168,782	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Beneficial Interests - in Perpetual Tr	$11,239,771	$12,114,149	$12,114,149
Due From U.S. Treasury		$35,183	$35,183
Interest Income Receivable		$61,520	$61,520
Investment Income Receivable	$58,784	$9,030	$9,030
Notes Receivable - SMC		$108,063	$108,063

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
403 B Plan Administration Expense	$1,150	$1,150
Dues & Memberships	$1,530	$1,670
Equipment Maintenance	$1,546
Grant Expenses	$32,952	$32,952
Insurance	$8,988	$11,582
Internet Access Fees	$959	$959
Marketing	$1,438	$1,438
Miscellaneous Expenses	$1,030	$1,494
Office Expenses	$1,661	$1,661
Online Grantmakeing Software	$4,253	$500
Subcontractor		$544
Telephone	$3,012	$3,012
Website Hosting	$1,732	$1,723

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Interest - N/R - SMC	$568,333	$568,333
L.T. Capital Gain Distrib	$272,047	$272,047

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Increase in FMV of Perpetual Trusts	Desc
Amt	$874,381	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Mangement Fees	$135,410	$135,410	$0	$0
Program Consultants	$45,000	$0	$0	$45,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Excise Tax Expense - Form 990-PF	$19,817	$61,891
Foreign Taxes W/H on Dividends	$10,313		$10,313
NJ State Filing Fees	$283	$283