Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SYKORA FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 567
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLASSBORO, NJ08028
A Employer identification number

03-0547269
B Telephone number (see instructions)

(856) 881-4200
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,423,991J 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) 2,979,804
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5 5 5
4 Dividends and interest from securities... 172,706 172,706 172,706
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,595
b Gross sales price for all assets on line 6a 27,595
7 Capital gain net income (from Part IV, line 2)... 27,595
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........ 3,180,110 200,306 172,711
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......   4,075    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...   5,066    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......   68    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 0 9,209 0 0
25 Contributions, gifts, grants paid....... 237,100 237,100
26 Total expenses and disbursements. Add lines 24 and 25 237,100 9,209 0 237,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,943,010
b Net investment income (if negative, enter -0-) 191,097
c Adjusted net income (if negative, enter -0-)... 172,711
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 48,669 164,536 164,536
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,000 2,000 2,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,381,209 Click to see attachment
List of Attached Documents:
// Content
5,199,143 		5,257,455
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,431,878 5,365,679 5,423,991
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,431,878 5,365,679
29 Total net assets or fund balances (see instructions)..... 2,431,878 5,365,679
30 Total liabilities and net assets/fund balances (see instructions). 2,431,878 5,365,679
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
2,431,878
2
Enter amount from Part I, line 27a .....................
2
2,943,010
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,374,888
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,209
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,365,679
Form 990-PF (2023)
Form 990-PF (2023)
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   P    
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 27,595     27,595
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       27,595
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 27,595
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 0
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 right arrow 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) 1 2,656
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 2,656
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 2,656
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,928
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 2,928
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 272
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow272 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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)
right arrow
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowELIZABETH WEICK Telephone no.right arrow (856) 881-4200

Located atright arrowPO BOX 567GLASSBORONJ ZIP+4right arrow08028
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
ELIZABETH WEICK TRUSTEE
10.00 		0 0 0
PO BOX 567
GLASSBORO,NJ08028
STANLEY SYKORA TRUSTEE
10.00 		0 0 0
PO BOX 567
GLASSBORO,NJ08028
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
4,096,808
b
Average of monthly cash balances.......................
1b
121,064
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,217,872
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
4,217,872
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,268
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,154,604
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
207,730
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
207,730
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,656
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,656
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
205,074
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
205,074
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
205,074
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
237,100
b
Program-related investments—total from Part VIII-B..................
1b
0
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
237,100
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 205,074
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,643
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 237,100
a Applied to 2022, but not more than line 2a 8,643
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 2023 distributable amount..... 205,074
e Remaining amount distributed out of corpus 23,383
5 Excess distributions carryover applied to 2023. 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 23,383
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		23,383
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 23,383
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

ACENDA

42 DELSEA DRIVE SOUTH
GLASSBORO,NJ08028 		  PC COMMUNITY OUTREACH 1,000

ACENDA

43 DELSEA DRIVE SOUTH
GLASSBORO,NJ08028 		  PC COMMUNITY OUTREACH 500

ALEX'S LEMONADE STAND FOUNDATION

333 E LANCASTER AVE SUITE 414
WYNNEWOOD,PA19096 		  PC COMMUNITY OUTREACH 500

ALZHEIMER'S ASSOCIATION- DELAWARE VALLEY

399 MARKET STREET
PHILADELPHIA,PA19106 		  PC COMMUNITY OUTREACH 1,500

AMERICAN LEGION POST 158

111 108TH AVE
TREASURERISLAND,FL33706 		  PC COMMUNITY OUTREACH 1,500

AMERICAN LEGION POST 273

600 AMERICAN LEGION DR
MADEIRA BEACH,FL33708 		  PC COMMUNITY OUTREACH 1,500

AMERICAN LEGION POST 352

FIRST STREET
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

AMERICAN LEGION POST 524

4562 WEST AVE
OCEAN CITY,NJ08226 		  PC COMMUNITY OUTREACH 500

AMERICAN LEGION RIDERS

PO BOX 199
NORTHFIELD,NJ08225 		  PC COMMUNITY OUTREACH 500

AMERICAN SOCIETY OF CYTOPATHOLOGY

100 WEST 10TH ST
WILMINGTON,DE19801 		  PC COMMUNITY OUTREACH 500

AMVETS POST 911

PO BOX 413
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

AMVETS POST 911

PO BOX 413
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

ANIMAL RESCUE LEAGUE OF BERKS COUNTY

58 KENNEL RD
BIRDSBORO,NJ19508 		  PC COMMUNITY OUTREACH 350

ARCHMERE ACADEMY

3600 PHILADELPHIA PIKE
CLAYMONT,DE19703 		  PC SCHOLARSHIP AND EDUCATION 1,000

ATLANTIC CAPE COMMUNITY COLLEGE

5100 BLACK HORSE PIKE
MAYS LANDING,NJ08330 		  PC SCHOLARSHIP AND EDUCATION 1,000

ATLANTIC CHRISTIAN SCHOOL

391 ZION ROAD
EGG HARBOR TOWNSHIP,NJ08234 		  PC SCHOLARSHIP AND EDUCATION 1,500

ATLANTIC CHRISTIAN SCHOOL

391 ZION ROAD
EGG HARBOR TOWNSHIP,NJ08234 		  PC SCHOLARSHIP AND EDUCATION 1,000

AVANZAR

927 NORTH MAIN STREET
PLEASANTVILLE,NJ08330 		  PC COMMUNITY OUTREACH 500

AYUDA FOR THE ARTS

PO BOX 112
MASSAPEQUA PARK,NY11762 		  PC ARTS AND EDUCATION 500

BATTLESHIP NEW JERSEY MESEUM

62 BATTLESHIP PLACE
CAMDEN,NJ08103 		  PC ARTS AND EDUCATION 750

BETH EL SYNAGOGUE

PO BOX 3133
MARGATE,NJ08402 		  PC COMMUNITY OUTREACH 1,000

BOY SCOUTS JERSEY SHORE COUNCIL

1518 RIDGEWAY ROAD
TOMS RIVER,NJ08755 		  PC COMMUNITY OUTREACH 500

BOY SCOUTS OF AMERICA TROOP 29

500 MCKENNANS CHURCH RD
WILMINGTON,DE19808 		  PC COMMUNITY OUTREACH 3,000

BOYS & GIRLS CLUB OF DELAWARE

669 SOUTH UNION STREET
WILMINGTON,DE19805 		  PC COMMUNITY OUTREACH 1,300

CAMDEN COHERO SCHOLARSHIP FUND

162 W WHITE HORSE PIKE
BERLIN,NJ08009 		  PC COMMUNITY OUTREACH 500

CAMDEN COHERO SCHOLARSHIP FUND

162 W WHITE HORSE PIKE
BERLIN,NJ08009 		  PC COMMUNITY OUTREACH 500

CANCER SUPPORT COMMUNITY DELAWARE

13 CREST HAVEN RD
CMCH,NJ08210 		  PC COMMUNITY OUTREACH 500

CAPE MAY COUNTY CHAMBER

PO BOX 1085
WILMINGTON,DE19899 		  PC COMMUNITY OUTREACH 2,000

CEASAR RODNEY ROTRAY CLUB

PO BOX 565
CECILTON,MD21913 		  PC COMMUNITY OUTREACH 750

CECILTON VOLUNTEER FIRE COMPANY

PO BOX 565
CECILTON,MD21913 		  PC COMMUNITY OUTREACH 1,000

CHRISTIANA CARE NEONATAL ITENSIVE CARE UN

4000 NEXUS DRIVE
WILMINGTON,DE19803 		  PC COMMUNITY OUTREACH 500

CHURCH BY THE SEA

495 137TH AVE
MADEIRA BEACH,FL33708 		  PC COMMUNITY OUTREACH 500

CITY OF SOMERS POINT ART COMMISSION

1 W NEW JERSEY AVE
SOMERS POINT,NJ08244 		  PC ARTS AND EDUCATION 500

CITY OF SOMERS POINT ART COMMISSION

1 W NEW JERSEY AVE
SOMERS POINT,NJ08244 		  PC ARTS AND EDUCATION 500

COAST GUARD FOUNDATION

394 TAUGWONK RD
STONNINGTON,CT06378 		  PC COMMUNITY OUTREACH 1,000

COMMUNITY EDUCATION BUILDING

1200 NORTH FRENCH ST
WILMINGTON,DE19801 		  PC COMMUNITY OUTREACH 1,000

COMMUNITY FOOD BANK OF NEW JERSEY

31 EVANS TERMINAL
HILLSIDE,NJ07205 		  PC COMMUNITY OUTREACH 1,000

CONSTRUCTION EDUCATION FOUNDATION OF DE

31 BLEVINS DR SUITE B
NEW CASTLE,DE19720 		  PC COMMUNITY OUTREACH 2,500

CORA SERVICES

8540 VERREE ROAD
PHILADELPHIA,PA19111 		  PC COMMUNITY OUTREACH 1,000

CORA SERVICES

8540 VERREE ROAD
PHILADELPHIA,PA19111 		  PC COMMUNITY OUTREACH 1,500

CRANSTON HEIGHTS FIRE COMPANY

3306 KIRKWOOD HWY
WILMINGTON,DE19808 		  PC COMMUNITY OUTREACH 500

CUMBERLAND FAMILY SHELTER

6140 MAYS LANDING RD
VINELAND,NJ08361 		  PC COMMUNITY OUTREACH 500

CUMBERLAND FAMILY SHELTER

6140 MAYS LANDING RD
VINELAND,NJ08361 		  PC COMMUNITY OUTREACH 500

DELAWARE ART MUSEUM

2301 KENTMERE PKWY
WILMINGTON,DE19806 		  PC ARTS AND EDUCATION 1,000

DELAWARE BREAST COALITION

100 W 10TH STREET STE 209
WILMINGTON,DE19801 		  PC COMMUNITY OUTREACH 500

DELAWARE NATIONAL GUARD YOUTH FOUNDATION

1 VAVALA WAY
NEW CASTLE,DE19720 		  PC COMMUNITY OUTREACH 500

DELAWARE WRESTLING ALLIANCE INC

1186 PRESIDENTIAL DR
WILMINGTON,DE19807 		  PC COMMUNITY OUTREACH 1,000

DEL-MAR-VA COUNCIL

100 W 10TH ST
WILMINGTON,DE19801 		  PC COMMUNITY OUTREACH 1,000

EHT ELKS #2563

PO BOX 422
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

ELSMERE FIRE DEPARTMENT

1107 KIRKWOOD HWY
ELSMERE,DE19805 		  PC COMMUNITY OUTREACH 500

ELSMERE FIRE DEPARTMENT

1107 KIRKWOOD HWY
ELSMERE,DE19805 		  PC COMMUNITY OUTREACH 1,000

ELSMERE FIRE DEPARTMENT

1107 KIRKWOOD HWY
ELSMERE,DE19805 		  PC COMMUNITY OUTREACH 1,000

EPILEPSY FOUNDATION (NEW JERSEY)

3817 CROSSWICKS HAMILTON SQ RD
HAMILTON,NJ08691 		  PC COMMUNITY OUTREACH 500

FAITHFUL FRIENDS ANIMAL SOCIETY

12 GERMAY DRIVE
WILMINGTON,DE19804 		  PC COMMUNITY OUTREACH 500

FAITHFUL FRIENDS ANIMAL SOCIETY

12 GERMAY DRIVE
WILMINGTON,DE19804 		  PC COMMUNITY OUTREACH 1,000

FIVE POINTS FIRE COMPANY

209 S MARYLAND AVE
WILMINGTON,DE19804 		  PC COMMUNITY OUTREACH 500

FOUNDATION FOR SUICIDE PREVENTION

199 WATER STREET 11TH FL
NEW YORK,NY10038 		  PC COMMUNITY OUTREACH 500

FRIENDS OF YOUNG AMERICA

188 GARFIELD AVE
ISLAND HEIGHTS,NJ08732 		  PC COMMUNITY OUTREACH 250

FUSION CHURCH

6300 E BLACK HORSE PK
EGG HARBOR TOWNSHIP,NJ08234 		  PC COMMUNITY OUTREACH 5,000

FUSION CHURCH

6300 E BLACK HORSE PK
EGG HARBOR TOWNSHIP,NJ08234 		  PC COMMUNITY OUTREACH 10,000

GARDEN STATE COUNCIL BSA

695 RANCOCAS ROAD
WESTHAMPTON,NJ08060 		  PC COMMUNITY OUTREACH 2,000

GARDEN STATE COUNCIL BSA

695 RANCOCAS ROAD
WESTHAMPTON,NJ08060 		  PC COMMUNITY OUTREACH 25,000

GEORGE'S HOUSE

3 MYERS DRIVE
MULLICA HILL,NJ08062 		  PC COMMUNITY OUTREACH 2,000

GILDA'S CLUB SOUTH JERSEY

450 TILTON RD
NORTHFIELD,NJ08225 		  PC COMMUNITY OUTREACH 500

GLASSBORO FIRE CO

27 EAST HIGH ST
GLASSBORO,NJ08028 		  PC COMMUNITY OUTREACH 2,000

GLASSBORO LITTLE LEAGUE

435 PEACE LANE
GLASSBORO,NJ08028 		  PC COMMUNITY OUTREACH 1,000

GLASSBORO PARK & RECREATION

833 KINGS HIGHWAY
WOODBURY,NJ08096 		  PC COMMUNITY OUTREACH 400

GLASSBORO POLICE DEPARTMENT

1 SOUTH MAIN ST
GLASSBORO,NJ08028 		  PC COMMUNITY OUTREACH 1,500

GLOUCESTER COUNTY CERTIFIED GARDENERS

254 COUNTY HOUSE RD
CLARKSBORO,NJ08020 		  PC COMMUNITY OUTREACH 1,500

GRACE LUTHERAN CHURCH

11 E DEWES AVE
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

GREG DIANTONIO MEMORIAL FUND

5304 LAKE RD
WILDWOOD,NJ08260 		  PC COMMUNITY OUTREACH 500

HIGHLAND CHEMICAL ENGINE CO

109 EAST WOODLAND AVE
PITMAN,NJ08071 		  PC COMMUNITY OUTREACH 1,000

HOCKESSIN FIRE COMPANY

1225 OLD LANCASTER PIKE
HOCKESSIN,DE19707 		  PC COMMUNITY OUTREACH 500

HOLY TRINITY GREEK ORTHODOX CHURCH

7004 RIDGE AVE
EGG HARBOR TOWNSHIP,NJ08234 		  PC COMMUNITY OUTREACH 500

HUMANE SOCIETY OF ATLANTIC COUNTY

1401 ABSECON BLVD
ATLANTIC CITY,NJ08401 		  PC COMMUNITY OUTREACH 500

INDEPENDENCE SHOOL

1300 PAPER MILL ROAD
NEWARK,DE19711 		  PC SCHOLARSHIP AND EDUCATION 1,000

ITALIAN-AMERICAN BENEVOLENT ASSOCIATION

ATTNPAUL JANETTA
VINELAND,NJ08361 		  PC COMMUNITY OUTREACH 400

JERSEY SHORE WOMENS CENTER

335 E JIMMI LEADS RD
GALLOWAY,NJ08205 		  PC COMMUNITY OUTREACH 500

JOY TO THE CHILD INC

42 FOLWELL STATION RD
JOBSTOWN,NJ08041 		  PC COMMUNITY OUTREACH 1,500

JOY TO THE CHILD INC

42 FOLWELL STATION RD
JOBSTOWN,NJ08041 		  PC COMMUNITY OUTREACH 1,500

KIND TO KIDS FOUNDATION

100 WEST 10TH ST
WILMINGTON,DE19801 		  PC COMMUNITY OUTREACH 500

KINGSWOOD COMMUNITY CENTER INC

2300 BOWERS ST
WILMINGTON,DE19802 		  PC COMMUNITY OUTREACH 2,500

LAS AMERICAS ASPIRA ACADEMY

750 OTTS CHAPEL RD
NEWARK,DE19713 		  PC COMMUNITY OUTREACH 500

LAWSON'S PRIDE OF SOMERS POINT

41 GREATE BAY DR
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

LAWSON'S PRIDE OF SOMERS POINT

41 GREATE BAY DR
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

LIBERTY & PROSEPERITY

435 SHORE ROAD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

LIBERTY & PROSEPERITY

435 SHORE ROAD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

LIFEGATE CHURCH OF SOMERS POINT

296 BETHEL ROAD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

MARINE CORPS LEAGUE

344 HARVEY AVE
WENONAH,NJ08090 		  PC COMMUNITY OUTREACH 1,500

MARINE CORPS LEAGUE AUXILIARY

344 HARVEY AVE
WENONAH,NJ08090 		  PC COMMUNITY OUTREACH 1,500

MASSEY AIR MUSEUM INC

33541 MARYLAND LINE RD
MASSEY,MD21650 		  PC ARTS AND EDUCATION 1,000

MILL CREEK FIRE COMPANY

3808 KIRKWOOD HWY
WILMINGTON,DE19808 		  PC COMMUNITY OUTREACH 500

MINQUAS OF NEWPORT FIRE COMPANY

21 N JAMES ST
NEWPORT,DE19804 		  PC COMMUNITY OUTREACH 500

MOT CHARTER SCHOOL

1275 CEDAR LANE RD
MIDDLETOWN,DE19709 		  PC SCHOLARSHIP AND EDUCATION 1,000

MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA

375 KINGS HWY N
CHERRY HILL,NJ08034 		  PC COMMUNITY OUTREACH 500

NEMOURS CHILDREN HEALTH

1600 ROCKLAND RD
WILMINGTON,DE19803 		  PC COMMUNITY OUTREACH 1,000

NEW JERSEY AMVETS CONVENTION CORP

415 SHORE RD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 100

NEWARK CHARTER SCHOOL

2001 PATRIOT WAY
NEWARK,DE19711 		  PC SCHOLARSHIP AND EDUCATION 1,000

NJSBGA ATLANTIC CO CHAPTER

39 MIN STREET
NEWTOWN,NJ07860 		  PC COMMUNITY OUTREACH 1,500

NJSBGA CAMDENGLOUCESTER CHAPTER

PO BOX 376
NEWTOWN,NJ07860 		  PC COMMUNITY OUTREACH 500

NORTH ITALY BENEFICIAL ASSOCIATION

414 VIRANO LANE
VINELAND,NJ08360 		  PC COMMUNITY OUTREACH 500

ODYSEEY CHARTER SCHOOL

4319 LANCASTER PIKE
WILMINGTON,DE19805 		  PC SCHOLARSHIP AND EDUCATION 1,000

ORIGINAL BOBO BAND INC

PO BOX 31
PITMAN,NJ08071 		  PC COMMUNITY OUTREACH 500

OUR LADY OF MERCY ACADEMY

1001 MAIN ROAD
NEWFIELD,NJ08344 		  PC SCHOLARSHIP AND EDUCATION 1,500

PATRIOTS FOR THE SOMERS MANSION

17 NORTHVIEW DR
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,500

PATRIOTS FOR THE SOMERS MANSION

17 NORTHVIEW DR
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 5,000

PATRIOTS FOR THE SOMERS MANSION

17 NORTHVIEW DR
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 5,000

PAUL VI HIGH SCHOOL

901 HOPKINS ROAD SUITE B
HADDONFIELD,NJ08033 		  PC SCHOLARSHIP AND EDUCATION 1,000

PAUL VI HIGH SCHOOL

901 HOPKINS ROAD SUITE B
HADDONFIELD,NJ08033 		  PC SCHOLARSHIP AND EDUCATION 2,000

PHEL-MCDERMID SYNDROME FOUNDATION

8 SORRENTO DR
OSPREY,FL34229 		  PC COMMUNITY OUTREACH 1,000

PITMAN FIRE COMPANY #1

110 S BROADWAY
PITMAN,NJ08071 		  PC COMMUNITY OUTREACH 1,000

PITMAN UNITED METHODIST CHURCH

758 N BROADWAY
PITMAN,NJ08071 		  PC COMMUNITY OUTREACH 500

REACH RIVERSIDE

2300 BOWERS ST
WILMINGTON,DE19802 		  PC COMMUNITY OUTREACH 2,000

READ ALOUD DELAWARE

100 WEST 10TH ST
WILMINGTON,DE19801 		  PC COMMUNITY OUTREACH 500

REHOBOTH BEACH BOYS & GIRLS CLUB

19285 HOLLAND GLADE RD
REHOBOTH BEACH,DE19971 		  PC COMMUNITY OUTREACH 500

RENEE'S RESCUES

PO BOX 1297
HOCKESSIN,DE19707 		  PC COMMUNITY OUTREACH 1,000

ROBERT JOHNSON VFW 2189

500 BETHEL RD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

SAINT MARK'S HIGH SCHOOL

2501 PIKE CREEK ROAD
WILMINGTON,DE19808 		  PC SCHOLARSHIP AND EDUCATION 1,000

SALESIANUM SCHOOL

1801 N BROOM STREET
WILMINGTON,DE19802 		  PC SCHOLARSHIP AND EDUCATION 1,000

SANFORD SCHOOL

6900 LANCASTER PIKE
HOCKESSIN,DE19707 		  PC SCHOLARSHIP AND EDUCATION 2,000

SANFORD SCHOOL

6900 LANCASTER PIKE
HOCKESSIN,DE19707 		  PC SCHOLARSHIP AND EDUCATION 1,000

SANFORD SCHOOL

6900 LANCASTER PIKE
HOCKESSIN,DE19707 		  PC SCHOLARSHIP AND EDUCATION 20,000

SCHOOL OF HEALTH PROF HOPE PROGRAM FUND

PO BOX 19
NEWBRUNSWICK,NJ08903 		  PC SCHOLARSHIP AND EDUCATION 2,000

SCHOOL OF HEALTH PROF HOPE PROGRAM FUND

PO BOX 19
NEWBRUNSWICK,NJ08903 		  PC SCHOLARSHIP AND EDUCATION 1,000

SEAN'S HOUSE

136 WEST MAIN ST
NEWARK,DE19711 		  PC COMMUNITY OUTREACH 1,000

SEAN'S HOUSE

136 WEST MAIN ST
NEWARK,DE19711 		  PC COMMUNITY OUTREACH 1,000

SEAN'S HOUSE

136 WEST MAIN ST
NEWARK,DE19711 		  PC COMMUNITY OUTREACH 2,000

SIGMA PI EDUCATIONAL FOUNDATION

1101 KERMIT DRIVE
NASHVILLE,TN37217 		  PC COMMUNITY OUTREACH 2,000

SIGMA PI EDUCATIONAL FOUNDATION

1101 KERMIT DRIVE
NASHVILLE,TN37217 		  PC COMMUNITY OUTREACH 500

SIGMA PI EDUCATIONAL FOUNDATION

1101 KERMIT DRIVE
NASHVILLE,TN37217 		  PC COMMUNITY OUTREACH 500

SOMERS POINT FOUNDATION FOR EDUCATION

PO BOX 98
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

SOMERS POINT HISTORICAL SOCIETY

745 SHORE ROAD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

SOMERS POINT SHARKS

PO BOX 151
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 300

SOMERS POINT VFW 2189

500 BETHEL RD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,500

SOMERS PT VOLUNTEER FIRE CO #1

PO BOX 555
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

SOMERS PT VOLUNTEER FIRE CO #2

PO BOX 11
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

SOUTH JERSEY DREAM CENTER

PO BOX 52
WEST DEPTFORD,NJ08086 		  PC COMMUNITY OUTREACH 500

SOUTH JERSEY ICE & ATHLECTIC CENTER

PO BOX 178
LINWOOD,NJ08221 		  PC COMMUNITY OUTREACH 1,000

SPECIAL OLYMPICS NEW JERSEY

1 EUNICE KENNEDY SHRIVER WAY
LAWRENCEVILLE,NJ08648 		  PC COMMUNITY OUTREACH 500

SPECIAL OLYMPICS OF DELAWARE

619 SOUTH COLLEGE AVE
NEWARK,DE19711 		  PC COMMUNITY OUTREACH 1,000

SPIRIT AND TRUTH MINISTRIES INC

PO BOX 89
VINELAND,NJ08362 		  PC COMMUNITY OUTREACH 400

ST AUGUSTINE PREPARATORY SCHOOL

611 CEDAR AVE
RICHLAND,NJ08350 		  PC SCHOLARSHIP AND EDUCATION 250

ST JOSEPH ACADEMY

328 VINE STREET
HAMMOMTON,NJ08037 		  PC SCHOLARSHIP AND EDUCATION 1,000

ST JUDES CHILDREN RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105 		  PC COMMUNITY OUTREACH 500

ST MARY SCHOOL

735 UNION ROAD
VINELAND,NJ08360 		  PC SCHOLARSHIP AND EDUCATION 300

ST MARY SCHOOL

735 UNION ROAD
VINELAND,NJ08360 		  PC SCHOLARSHIP AND EDUCATION 1,000

ST JOSEPH'S CHURCH

606 SHORE RD
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 500

TABERNACLE BAPTIST CHURCH

PO BOX 154
OCEAN CITY,NJ08226 		  PC COMMUNITY OUTREACH 500

TARA'S HAPPY BOXES

207 WEST NEW JERSEY AVENUE
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 300

TATNALL SCHOOL

1501 BARLEY MILL ROAD
WILMINGTON,DE19807 		  PC SCHOLARSHIP AND EDUCATION 1,000

TEEN WAREHOUSE INC

1121 THATCHER STREET
WILMINGTON,DE19802 		  PC COMMUNITY OUTREACH 2,000

THE B FOUNDATION

101 ROCKLAND CIRCLE
WILMINGTON,DE19803 		  PC COMMUNITY OUTREACH 1,000

THE BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		  PC COMMUNITY OUTREACH 2,500

THE CENTER FOR COMMUNITY ARTS

1301 BAYSHORE ROAD
VILLAS,NJ08251 		  PC COMMUNITY OUTREACH 750

THE GRAND

818 N MARKET STREET
WILMINGTON,DE19801 		  PC COMMUNITY OUTREACH 1,000

THE ITALIAN CULTURAL FOUNDATION

PO BOX 841
VINELAND,NJ08362 		  PC COMMUNITY OUTREACH 500

THE ITALIAN CULTURAL FOUNDATION

PO BOX 841
VINELAND,NJ08362 		  PC COMMUNITY OUTREACH 500

THE ITALIAN OPEN INC

9 WELLS DRIVE
MEDFORD,NJ08055 		  PC COMMUNITY OUTREACH 1,500

THE LEUKEMIA & LYMPHOMA SOCIETY INC

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NJ10573 		  PC COMMUNITY OUTREACH 500

THE LEUKEMIA & LYMPHOMA SOCIETY INC

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NJ10573 		  PC COMMUNITY OUTREACH 500

THE OCEAN CLEANUP N PACIFIC FOUNDATION

100 WALL STREET 10TH FLOOR
NEW YORK,NY10005 		  PC COMMUNITY OUTREACH 500

THE OCEAN CLEANUP N PACIFIC FOUNDATION

100 WALL STREET 10TH FLOOR
NEW YORK,NY10005 		  PC COMMUNITY OUTREACH 500

THE SAMARITAN CENTER OF GLASSBORO

123 E HIGH STREET
GLASSBORO,NJ08028 		  PC COMMUNITY OUTREACH 1,000

THE SOUTH JERSEY JAZZ SOCIETY

PO BOX 329
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 2,000

THEATER COLLABORATIVE OF SOUTH JERSEY

738 BAY AVE
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

THEATER COLLABORATIVE OF SOUTH JERSEY

738 BAY AVE
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

TONY MART CARES INC

6 LAKEVIEW DR W
EGG HARBOR TOWNSHIP,NJ08234 		  PC COMMUNITY OUTREACH 1,000

TONY MART CARES INC

6 LAKEVIEW DR W
EGG HARBOR TOWNSHIP,NJ08234 		  PC COMMUNITY OUTREACH 1,000

TOWER HILL SCHOOL

2813 W 17TH STREET
WILMINGTON,DE19806 		  PC SCHOLARSHIP AND EDUCATION 1,000

TRAILDRAGGER INN INC

76 HANGER AVE
HAMMONTON,NJ08037 		  PC COMMUNITY OUTREACH 1,000

TRISTATE ATHLETICS BOOSTER CLUB

701 FALLON AVE
WILMINGTON,DE19804 		  PC COMMUNITY OUTREACH 500

UNIVERSITY OF DELAWARE

83 EAST MAIN STREET
NEWARK,DE19716 		  PC SCHOLARSHIP AND EDUCATION 2,000

VFW 4256

2901 GULF BLVD
MADEIRA BEACH,FL33708 		  PC COMMUNITY OUTREACH 1,500

VFW POST 679

275 WILMER STREET
GLASSBORO,NJ08028 		  PC COMMUNITY OUTREACH 1,500

VOLUNTEER HOSE COMPANY

27 WEST GREENT ST
MIDDLETOWN,DE19709 		  PC COMMUNITY OUTREACH 500

WALK NOW WINE LATER

4 OVERLOOK DR
WOOLWICH,NJ08085 		  PC COMMUNITY OUTREACH 750

WILDWOOD CATHOLIC ACADEMY

1500 CENTRAL AVE
NORTH WILLWOOD,NJ08260 		  PC SCHOLARSHIP AND EDUCATION 1,000

WILMINGTON FRIENDS SCHOOL

101 SCHOOL ROAD
WILMINGTON,DE19803 		  PC SCHOLARSHIP AND EDUCATION 1,000

WYATT STRONG FOUNDATION

123 E MEYRAN AVE
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 750

WYATT STRONG FOUNDATION

123 E MEYRAN AVE
SOMERS POINT,NJ08244 		  PC COMMUNITY OUTREACH 1,000

BANCROFT SCHOOL

1255 CALDWELL ROAD
CHERRY HILL,NJ08034 		  PC SCHOLARSHIP AND EDUCATION 1,500

NEW LIFE ASSEMBLY CHURCH

5701 FERNWOOD AVE
EGG HARBOR TOWNSHIP,NJ08234 		  PC COMMUNITY OUTREACH 3,000
Total .................................right arrow 3a 237,100
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 5  
4 Dividends and interest from securities ....     14 172,706  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     14    
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 ............ 		    14 27,595  
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) .. 0 200,306 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
200,306
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE SYKORA FAMILY CHARITABLE FOUNDATION
 
Employer identification number

03-0547269
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE SYKORA FAMILY CHARITABLE FOUNDATION
  		Employer identification number
03-0547269
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MORGAN STANLEY CAPITAL MANAGEMENT LLC
 
1 NEW YORK PLAZA 7TH FLOOR
 
NEW YORK, NY10004

$ 2,979,804


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE SYKORA FAMILY CHARITABLE FOUNDATION
  		Employer identification number

03-0547269
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CASH AND SECURITIES FROM AN IRA DUE TO DEATH $ 2,979,804  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE SYKORA FAMILY CHARITABLE FOUNDATION
  		Employer identification number

03-0547269
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SYKORA FAMILY CHARITABLE FOUNDATION
EIN:
03-0547269
Name of Stock End of Year Book Value End of Year Fair Market Value
MORGAN STANLEY INVESTMENTS 5,199,143 5,257,455

TY 2023 OtherDecreasesSchedule
Name:
THE SYKORA FAMILY CHARITABLE FOUNDATION
EIN:
03-0547269
Description Amount
PROFESSIONAL FEES 4,075
INVESTMENT FEES 68
FOREIGN TAXES PAID 5,066