Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
ROMA BANK COMMUNITY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)101 JFK PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHORT HILLS, NJ07078
A Employer identification number

56-2582815
B Telephone number (see instructions)

(609) 223-8331
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,413,712J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 273,525 273,525  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,413
b Gross sales price for all assets on line 6a 18,412
7 Capital gain net income (from Part IV, line 2)... 15,413
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 288,938 288,938  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,014 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 355 130   225
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,369 130   225
25 Contributions, gifts, grants paid....... 385,500 385,500
26 Total expenses and disbursements. Add lines 24 and 25 389,869 130   385,725
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -100,931
b Net investment income (if negative, enter -0-) 288,808
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 74,577 28,420 28,420
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,216,916 Click to see attachment2,211,912 7,385,292
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,291,493 2,240,332 7,413,712
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment2,008
23 Total liabilities (add lines 17 through 22)......... 0 2,008
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,291,493 2,238,324
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,291,493 2,238,324
30 Total liabilities and net assets/fund balances (see instructions). 2,291,493 2,240,332
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,291,493
2
Enter amount from Part I, line 27a .....................
2
-100,931
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
47,762
4
Add lines 1, 2, and 3 ..........................
4
2,238,324
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,238,324
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1,276 SHR INVESTORS BANCORP D    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,412   2,999 15,413
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       15,413
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,413
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,014
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,014
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,506
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,506
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,492
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,492 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ROMABANKCOMMUNITYFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (973) 376-5100

    Located atbullet101 JFK PARKWAYSHORT HILLSNJ ZIP+4bullet07078
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KEVIN CUMMINGS TRUSTEE/PRESIDENT
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    RODGER HERRIGEL TRUSTEE/SECRETARY
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    MICHELE N SIEKERKA ESQ TRUSTEE
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    MICHAEL SMITH TRUSTEE/TREASURER
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    PETER A INVERSO TRUSTEE/CHAIRMAN
    1.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    ALFRED DIBLASIO JR TRUSTEE
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    JAMES KILGORE TRUSTEE
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    ERIC LEAR TRUSTEE
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    WILLIAM WALSH JR TRUSTEE
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    DOMENICK CAMA TRUSTEE
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    VICTORIA MAGLIACANE TRUSTEE
    0.50     		0 0 0
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,141,414
    b
    Average of monthly cash balances.......................
    1b
    86,758
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,228,172
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,228,172
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    108,423
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,119,749
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    355,987
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    355,987
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,014
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,014
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    351,973
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    351,973
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    351,973
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 351,973
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 325,125
    b From 2017...... 36,850
    c From 2018...... 205,854
    d From 2019...... 170,729
    e From 2020......  
    f Total of lines 3a through e ........ 738,558
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 385,725
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 351,973
    e Remaining amount distributed out of corpus 33,752
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 772,310
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		325,125
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		447,185
    10 Analysis of line 9:
    a Excess from 2017.... 36,850
    b Excess from 2018.... 205,854
    c Excess from 2019.... 170,729
    d Excess from 2020....  
    e Excess from 2021.... 33,752
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CITIZENS PHILANTHROPIC FOUNDATION
    101 JFK PARKWAY
    SHORT HILLS,NJ07078
    (781) 471-1478
    bThe form in which applications should be submitted and information and materials they should include:
    HTTPS://WWW.CYBERGRANTS.COM/CITIZENS/PRELIMPHILANTHROPIC
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION CURRENTLY FOCUSES ITS GIVING IN THREE KEY AREAS: HELPING PEOPLE TO MANAGE THEIR MONEY, ENGAGING WITH PARTNERS IN THE FIGHT AGAINST HUNGER, AND STRENGTHENING OUR COMMUNITIES.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    TRENTON LITERACY MOVEMENT
    349 WEST STATE ST
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    E E JENKINS MINISTRIES
    7 HARVEST LANE
    COLUMBUS,NJ08022     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    GREATER TRENTON
    102 BARRACK ST
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    RIDER UNIVERSITY
    2083 LAWRENCEVILLE ROAD
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    ALICE PAUL INSTITUTE INC
    PO BOX 1376
    MOUNT LAUREL,NJ08054     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    ANCHOR HOUSE INC
    482 CENTRE STREET
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    ARMED FORCES HERITAGE MUSEUM
    PO BOX 324
    WRIGHTSTOWN,NJ08562     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    ARTS GUILD NEW JERSEY
    400 HIGH ST SUITE B
    BURLINGTON,NJ08016     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    BIG BROTHERS BIG SISTERS OF MERCER CTY
    535 EAST FRANKLIN ST
    TRENTON,NJ08610     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    BOYS & GIRLS CLUB TRENTON& MERCER COUNTY
    212 CENTRE ST
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    BOYS& GIRLS CLUB OF CAMDEN COUNTY
    2 S DUDLEY ST
    CAMDEN,NJ08105     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    BURLINGTON COUNTY BAR FOUNDATION
    137 HIGH STREET
    MOUNT HOLLY,NJ08060     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    CAMP DARK WATERS
    PO BOX 263
    MEDFORD,NJ08055     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    CAPITAL HEALTH FOUNDATION
    TWO CAPITAL WAY
    PENNINGTON,NJ08534     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    CATHEDRAL KITCHEN
    1514 FEDERAL STREET
    CAMDEN,NJ08105     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    CENTER FOR FAMILY SERVICES
    584 BENSON STREET
    CAMDEN,NJ08103     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    CLARIFI-- CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VALLEY
    1608 WALNUT ST 10TH FLOOR
    PHILADELPHIA,PA19103     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    COUNT BAISE CENTER FOR THE ARTS
    99 MONMOUTH ST
    RED BANK,NJ07701     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    CROSSROADS OF THE AMERICAN REVOLUTION
    101 BARRACK ST
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    DEBORAH HOSPIITAL FOUNDATION
    212 TRENTON ROAD
    BROWNS MILLS,NJ08015     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    DRESS FOR SUCCESS CENTRAL NJ
    3131 PRINCETON PIKE
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    EMMANUEL CANCER FOUNDATION
    77 BRANT AVE
    CLARK,NJ07066     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    ENABLE INC
    13 ROSZEL RD
    PRINCETON,NJ08540     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    EVERY CHILD VALUED A NJ NONPROFIT ORGANIZATION
    175 JOHNSON AVE
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    GIRL SCOUTS OF CENTRALSOUTHERN NJ
    40 BRACE ROAD
    CHERRY HILL,NJ08034     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    GLOUCESTER COUNTY HABITAT FOR HUMANITY
    425 S BROADWAY
    PITMAN,NJ08071     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    GOOD COUNSEL INC
    411 CLINTON ST
    HOBOKEN,NJ07030     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    HABITAT FOR HUMANITY BURLINGTON COUNTY
    530 ROUTE 38 E
    MAPLE SHADE,NJ08052     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    HAMILTON TOWNSHIP SCHOOL DISTRICT
    90 PARK AVENUE
    HAMILTON,NJ08690     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    HISTIOCYTOSIS ASSOC INC
    332 NORTH BROADWAY
    PITMAN,NJ08071     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    HISTORICAL SOCIETY OF HAMILTON TOWNSHIP
    PO BOX 11271
    YARDVILLE,NJ08620     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    HOME FRONT INC
    1880 PRINCETON AVE
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    INTERFAITH CAREGIVERS OF GREATER COUNTY
    3635 QUAKERBRIDGE ROAD
    HAMILTON,NJ08619     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    ISLES
    10 WOOD STREET
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    JAMES R HALSEY FOUNDATION OF THE ARTS
    33 STARWYCK COURT
    ROBBINSVILLE,NJ08691     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    JAWS YOUTH PLAYBOOK
    270 EAGLE POINT ROAD
    WEST DEPTFORD,NJ08086     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    JOHN O WILSON HAMILTON NEIGHBORHOOD
    SERVICE CENTER INC
    HAMILTON,NJ08610     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    JOSEPH'S HOUSE OF CAMDEN
    20 CHURCH ST
    CAMDEN,NJ08105     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    JR'S ANGELS
    PO BOX 33
    PITMAN,NJ08071     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    JUNIOR ACHIEVEMENT OF NEW JERSEY
    360 PEAR BLOSSOM DRIVE
    EDISON,NJ08837     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    KIDSBRIDGE INC --
    999 LOWER FERRY ROAD
    EWING,NJ08628     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    KIWANIS CLUB OF TRENTON
    802 RIVER ROAD
    EWING,NJ08628     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    LATIN AMERICAN ECONOMIC DEVELOPMENT ASSOC
    433 MARKET ST
    CAMDEN,NJ08105     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    LATIN AMERICAN LEGAL DEFENSE & EDUCATION FUND INC
    669 CHAMBERS ST
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    LAWRENCE JOB TRAINING PARTNERSHIP
    2688 MAIN STREET
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    LUCY OUTREACH A NJ NONPROFIT CORPORATION
    3201 FEDERAL ST
    CAMDEN,NJ08105     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    LUTHERAN SOCIAL MINSTRIES OF NJ FOUNDATIO
    3 MANHATTAN DRIVE
    BURLINGTON,NJ08016     		NO INDIVIDUAL PC GENERAL PURPOSE 3,750
    MEN FOR HOPE
    966 SOUTH BROAD ST
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 250
    MOORESTOWN VISITING NURSE ASSOC
    300 HARPER DRIVE
    MOORESTOWN,NJ08057     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    MOUNT CARMEL GUILD
    73 NORTH CLINTON AVENUE
    TRENTON,NJ08609     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    NJSIAA
    1161 RT 130 NORTH
    ROBBINSVILLE,NJ08691     		NO INDIVIDUAL PC GENERAL PURPOSE 7,750
    OLD BARRACKS MUSEUM
    101 BARRACK STREET
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    OUR COMMUNITY SALUTES OF SOUTH JERSEY
    41 COHASSET LANE
    CHERRY HILL,NJ08003     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    PEI KIDS
    231 LAWRENCE ROAD
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 250
    PEOPLE FOR PEOPLE FOUNDATION GLOUCESTER
    101 JESSUP LANE
    WEST DEPTFORD,NJ08062     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    PRINCETON-BLAIRSTOWN CENTER INC
    13 ROSZEL ROAD
    PRINCETON,NJ08540     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    PROJECT FREEDOM INC
    1 FREEDOM BLVD
    ROBBINSVILLE,NJ08646     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    REE WYNN FOUNDATION
    PO BOX 524
    PENNSAUKEN,NJ08110     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    RYAN'S QUEST INC
    PO BOX 2544
    HAMILTON,NJ08690     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    SAY IT WITH CLAY INC
    644 ATLANTIC AVE
    COLLINGSWOOD,NJ08108     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    SOCIETY FOR THE PREVENTION OF TEENSUICIDE
    110 WEST MAIN ST
    FREEHOLD,NJ07728     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    SOUTH JERSEY AERO FOUNDATION INC
    10 PLYMOUTH COURT
    MOUNT HOLLY,NJ08060     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    SPECIAL PARENT ADVOCACY GROUP A NJ NON
    PROFIT CORPORATION
    EAST WINDSOR,NJ08520     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    SUSTAINABLE JERSEY A NJ NONPROFIT CORP
    PO BOX 6855
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 7,500
    THE ARCMERCER'
    180 EWINGVILLE ROAD
    EWING,NJ08638     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    THE CAPITAL SINGERS OF TRENTON
    PO BOX 5297
    TRENTON,NJ08638     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    THE CENTER FOR INDEPENDENT LIVING OF SOUTH JERSEY
    1150 DELSEA DRIVE 1
    WESTVILLE,NJ08093     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    THE FRIENDS OF FOUNDATION ACADEMY CHARTER SCHOOL INC
    363 W STATE ST C/O GRAIG WEISS
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    TRENTON YMCA
    431 PENNINGTON AVE
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    TRINITY COUNSELING SERVICE
    22 STOCKTON ST
    PRINCETON,NJ08540     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    UNITED WAY OF GREATER MERCER COUNTY
    3150 BRUNSWICK PIKE
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    URBAN PROMISE MINISTRIES
    3700 RUDDEROW ST
    PENNSAUKEN,NJ08110     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    VINCENTOWN UNITED METHODIST CHURCH
    97 MAIN STREET
    VINCENTOWN,NJ08088     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    WE SERVE TOO
    3 PIN OAK COURT
    VOORHEES,NJ08043     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    WIGS AND WISHES BY MARTINO CARTIER
    304 HURFFVILLE CROSSKEYS RD
    SEWELL,NJ08080     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    WOODFORD CEDAR RUN WILDLIFE REFUGE
    4 SAWMILL ROAD
    MEDFORD,NJ08055     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    WTHS 5TH QUARTER FOOTBALL CLUB INC
    133 PITMAN DOWNER RD
    SEWELL,NJ08080     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    YWCA PRINCETON
    59 PAUL ROBESON PLACE
    PRINCETON,NJ08540     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    MEALS ON WHEELS OF MERCER CTY
    320 HOLLOWBROOK DR
    EWING,NJ08638     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    THE FOUNDATION OF MORRIS HALLST LAWRENCE
    2381 LAWRENCEVILLE RD
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    ARTPRIDE NJ FOUNDATION INC
    432 HIGH STREET
    BURLINGTON,NJ08016     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    BAPS CHARITIES INC
    81 SUTTONS LANE
    PISCATAWAY,NJ08854     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    BURLINGTON COUNTY FARM FAIR
    PO BOX 475
    COLUMBUS,NJ08022     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    CATHOLIC YOUTH ORGANIZATION OF MERCER CTY
    920 SOUTH BROAD ST
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    CHRISTINA SEIX ACADEMY
    1550 STUYVESANT AVE
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    DOUGHMAIN EDUCATION FOUNDATION
    189 WALL ST
    PRINCETON,NJ08540     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    FOUNDATION ACADEMY CHARTER SCHOOL
    363 WEST STATE ST
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    GREATER TRENTON
    102 BARRACK ST
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 25,000
    HISPA
    PO BOX 702
    PRINCETON,NJ08542     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    INTERNATIONAL CHARTER SCHOOL OF TRENTON
    105 GRAND ST
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    JUNIOR ACHIEVEMENT OF NEW JERSEY
    360 PEAR BLOSSOM DRIVE
    EDISON,NJ08837     		NO INDIVIDUAL PC GENERAL PURPOSE 10,000
    MACHESTIC DRAGONS
    PO BOX 2540
    HAMILTON SQUARE,NJ08690     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    MOBILE MEALS OF HAMILTON TWNSHIP INC
    2277 STATE HIGHWAY 33
    HAMILTON,NJ08690     		NO INDIVIDUAL PC GENERAL PURPOSE 3,500
    NEW JERSEY ASSOCIATION ON CORRECTION
    986 SOUTH BROAD STREET
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    NJ CHAMBER OF COMMERCE FOUNDATION
    216 WEST STATE STREET
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 7,500
    NJ CHAPTER AMERICAN ACADEMY OF PEDIATRIC
    50 MILLSTONE ROAD
    EAST WINDSOR,NJ08520     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    NJAC FOUNDATION
    150 WEST STATE STREET
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 10,500
    PRINCETON HEALTHCARE SYSTEM FOUNDATION
    5 PLAINSBORO ROAD
    PLAINSBORO,NJ08536     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    ROEBLING MUSEUM
    100 SECOND AVENUE
    ROEBLING,NJ08554     		NO INDIVIDUAL PC GENERAL PURPOSE 3,000
    SOUTH JERSEY SCHOLARSHIP FUND
    631 MARKET ST
    CAMDEN,NJ08102     		NO INDIVIDUAL PC GENERAL PURPOSE 2,000
    THE ARC OF BURLINGTON COUNTY
    115 E BROAD ST
    BURLINGTON,NJ08016     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    THE BRIDGE ACADEMY OF NEW JERSEY
    1958-B LAWRENCEVILLE ROAD
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 10,000
    THE FIVE BEFORE FIVE FOUNDATION INC
    1427 N MICHIGAN AVE
    ATLANTIC CITY,NJ08401     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    THE PRINCETON FESTIVAL A NJ NON PROFIT
    PO BOX 2063
    PRINCETON,NJ08543     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    ZZAK G APPLAUD OUR KIDS FOUNDATION
    PO BOX 994
    BARNEGAT,NJ08005     		NO INDIVIDUAL PC GENERAL PURPOSE 3,000
    IRON MIKE FOUNDATION
    175 LEONARD AVENUE
    HAMILTON,NJ08610     		NO INDIVIDUAL PC GENERAL PURPOSE 10,000
    AMERICA'S GROW A ROW
    150 PITTSTOWN ROAD
    PITTSTOWN,NJ08867     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    HAMILTON AREA YMCA
    1315 WHITEHORSE MERCERVILLE RD
    HAMILTON,NJ08619     		NO INDIVIDUAL PC GENERAL PURPOSE 11,250
    MAPLE SHADE POLICE CHAPLAIN ASSOC
    233 E MAIN ST
    MAPLE SHADE,NJ08052     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    METROPOLITAN CAMDEN HABITAT FOR HUMANITY
    1814 EAT ROUTE70
    CHERRY HILL,NJ08003     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    NONPROFITCONNECT
    957 ROUTE 33
    HAMILTON SQUARE,NJ08690     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    THE CHILDREN'S HOME SOCIETY OF NJ
    635 SOUTH CLINTON AVE
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    ANTHONY'S LEGACY OF LOVE FOUNDATION
    PO BOX 212
    COLUMBUS,NJ08022     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    ARTS COUNCIL OF PRINCETON
    102 WITHERSPOON ST
    PRINCETON,NJ08542     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    BRIDGETON POLICE ATHLETIC LEAGUE
    1 DR MARTIN LUTHER KING JR WAY
    BRIDGETON,NJ08302     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    CAMDEN COUNTY BAR FOUNDATION
    1040 N KINGS HIGHWAY
    CHERRY HILL,NJ08034     		NO INDIVIDUAL PC GENERAL PURPOSE 4,000
    EDEN AUTISM
    2 MERWICK ROAD
    PRINCETON,NJ08540     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    FOCUS NJ-THE CENTER FOR ECONOMIC RESEARCH & WORKFORCE SOLUTIONS
    10 WEST LAFAYETTE STREET
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    GRACEWAY BIBLE CHURCH
    1934 KLOCKNER RD
    HAMILTON,NJ08619     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    IMPACT CHARITY SERVICES
    PO BOX 1692
    MOUNT LAUREL,NJ08054     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    INTERFAITH HOSPITALITY NETWORK BURLINGTON COUNTY
    16 E MAIN STREET
    MOORESTOWN,NJ08057     		NO INDIVIDUAL PC GENERAL PURPOSE 1,000
    MIGHTY WRITERS
    1801 BROADWAY
    CAMDEN,NJ08104     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    MILLHILL CHILD & FAMILY DEVELOPMENT
    101 OAKLAND ST
    TRENTON,NJ08618     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    SERV FOUNDATION INC
    20 SCOTCH ROAD
    EWING,NJ08628     		NO INDIVIDUAL PC GENERAL PURPOSE 2,000
    SOLES4SOULS INC
    15 PARK DR
    FRANKLIN,NJ07416     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    SUCCESS 1ST INC
    98 CANDLEWOOD DR
    MANTUA,NJ08051     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    THE O LEAGUE
    11 W BROAD ST
    BURLINGTON,NJ08016     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    TRENTON AREA SOUP KITCHEN
    72 1/2 ESCHER STREET
    TRENTON,NJ08605     		NO INDIVIDUAL PC GENERAL PURPOSE 1,500
    TRENTON CIRCUS SQUAD
    675 S CLINTON AVE
    TRENTON,NJ08540     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    WASHINGTON TOWNSHIP EDUCATION ASSOCIATION
    206 E HOLLY AVE
    SEWELL,NJ08080     		NO INDIVIDUAL PC GENERAL PURPOSE 2,000
    HAMILTON AREA YMCA
    1315 WHITEHORSE MERCERVILLE RD
    HAMILTON,NJ08619     		NO INDIVIDUAL PC GENERAL PURPOSE 11,250
    NAMI MERCER NJ INC
    3371 BRUNSWICK PIKE SUITE 124
    LAWRENCEVILLE,NJ08648     		NO INDIVIDUAL PC GENERAL PURPOSE 2,000
    THOMAS EDISON STATE COLLEGE FOUNDATION
    111 W STATE STREET
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 15,000
    ARM IN ARM
    123 E HANOVER ST
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    CATHOLIC CHARITIES DIOCESE OF TRENTON
    383 WEST STATE STREET PO BOX 1423
    TRENTON,NJ08607     		NO INDIVIDUAL PC GENERAL PURPOSE 3,500
    CATHOLIC YOUTH ORGANIZATION OF MERCER CTY
    920 SOUTH BROAD ST
    TRENTON,NJ08611     		NO INDIVIDUAL PC GENERAL PURPOSE 3,500
    CHOOSE NEW JERSEY INC
    ONE GATEWAY CENTER
    NEWARK,NJ07102     		NO INDIVIDUAL PC GENERAL PURPOSE 12,500
    CONTACT OF MERCER CTY NJ INC
    60 S MAIN ST
    PENNINGTON,NJ08534     		NO INDIVIDUAL PC GENERAL PURPOSE 5,000
    GIRLS ON THE RUN NJ EAST
    PO BOX 896
    MILLBURN,NJ07041     		NO INDIVIDUAL PC GENERAL PURPOSE 2,000
    GROUNDS FOR SCULPTURE
    80 SCUPLTORS WAY
    HAMILTON,NJ08615     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    HEPATITIS B FOUNDATION
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    THE COLLEGE OF NEW JERSEY FOUNDATION
    2000 PENNINGTON ROAD
    EWING,NJ08628     		NO INDIVIDUAL PC GENERAL PURPOSE 10,000
    THOMAS EDISON STATE COLLEGE FOUNDATION
    111 W STATE STREET
    TRENTON,NJ08608     		NO INDIVIDUAL PC GENERAL PURPOSE 15,000
    BARUCH S BLUMBERG INSTITUTE
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902     		NO INDIVIDUAL PC GENERAL PURPOSE 2,500
    BUCKS COUNTY BIOTECHNOLOGY CENTER DBA PENNSYLVANIA BIOTECHONOLOGY CENTER
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902     		NO INDIVIDUAL PC GENERAL PURPOSE 500
    Total .................................bullet 3a 385,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 15,413  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 288,938 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    288,938
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ROMA BANK COMMUNITY FOUNDATION INC
    EIN:
    56-2582815
    Name of Stock End of Year Book Value End of Year Fair Market Value
    487,800 SHS INVESTORS BANCORP 2,211,912 7,385,292

    TY 2021 OtherExpensesSchedule
    Name:
    ROMA BANK COMMUNITY FOUNDATION INC
    EIN:
    56-2582815
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 225 0   225
    FEES 130 130   0


    TY 2021 OtherIncreasesSchedule
    Name:
    ROMA BANK COMMUNITY FOUNDATION INC
    EIN:
    56-2582815
    Description Amount
    PRIOR YEAR COST BASIS ADJUSTMENT OF INVESTORS BANCORP STOCK 47,762


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ROMA BANK COMMUNITY FOUNDATION INC
    EIN:
    56-2582815
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 0 2,008


    TY 2021 TaxesSchedule
    Name:
    ROMA BANK COMMUNITY FOUNDATION INC
    EIN:
    56-2582815
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX EXPENSE 4,014 0   0