HAROLD M SKEETS HERITAGE FOUNDATION INC: Form 990PF, tax year 2023
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- Organization
- HAROLD M SKEETS HERITAGE FOUNDATION INC (EIN 75-3142155)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-01
- IRS object ID
- 202411229349102416
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-01T12:52:57-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231682016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E HOWE & CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CHESLEY DR FIRST FLOOR | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753142155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD M SKEETS HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO HAROLD R HERITAGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD R HERITAGE SR | PersonNm |
| Person Title | Vice Pres, SECY | PersonTitleTxt |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD R HERITAGE | PersonFirstNm |
| Person Last | SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Herbert I Berkowitz | PreparerPersonNm |
| PTIN | P00517879 | PTIN |
| Phone | 6105216556 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,438 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $227 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $10,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $227 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $32 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,522 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $227 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,346 | CashBOYAmt |
| Cash EOY | $36,942 | CashEOYAmt |
| Cash EOYFMV | $36,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,269 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,496 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $59,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,438 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,615 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,438 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,177 | ExcessRevenueOverExpensesAmt |
| Subtotal | $46,438 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,438 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD R HERITAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8568452855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN R HERITAGE SR | ||||||
| 6 BRATTLEBORO ROAD | SWEDESBORO | NJ | 08085 | Pres., TREAS. | 0.00 | $0 |
| HAROLD R HERITAGE SR | ||||||
| 158 W WOLFERT STATION ROAD | MICKLETON | NJ | 08056 | Vice Pres, SECY | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $53,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $2,609 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,609 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,522 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,522 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,609 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,116 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $957 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,392 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,522 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,913 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,305 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,116 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,189 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $957 | ExcessFromYear4Amt |
| Excess From Year3 | $3,161 | ExcessFromYear3Amt |
| Excess From Year2 | $13,921 | ExcessFromYear2Amt |
| Excess From Year1 | $22,237 | ExcessFromYear1Amt |
| Excess From Current Year | $19,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HMH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8568452855 | RecipientPhoneNum |
| Form And Info And Materials | TWO PAGE SCHOLARSHIP APPLICATION FORM (INCLUDING LETTER OF RECOMMENDATION, 250 WORD ESSAY, CURRENT & COMPLETE TRANSCRIPT OF GRADES AND A COPY OF LAST SEMESTERS TUITION PAYMENT) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15 TO BE AWARDED BY JANUARY 15 NEXT YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPLOYEE OF HERITAGES DAIRY STORES INC FOR ONE YEAR, WORKED OVER 500 HOURS DURING THE PREVIOUS YEAR AND A CURRENT EMPLOYEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRICE WARREN | |||||||
| 1353 GEORGIA AVENUE | WEST DEPTFORD | NJ | 08093 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SKYLAR BOHRER | |||||||
| 705 DEBRA DRIVE | WILLIAMSTOWN | NJ | 08094 | NONE | N/A | SCHOLARSHIP | $1,600 |
| JASMINE LEW | |||||||
| 15 LANDSBROOKE COURT | SEWELL | NJ | 08080 | NONE | N/A | SCHOLARSHIP | $5,000 |
| SOPHIA GRASSO | |||||||
| 91 ABERDEEN DRIVE | ERIAL | NJ | 08081 | NONE | N/A | SCHOLARSHIP | $4,000 |
| RAVEN BATOT | |||||||
| 39 N POPLAR STREET | GIBBSTOWN | NJ | 08027 | NONE | N/A | SCHOLARSHIP | $2,722 |
| ANGELA CANALE | |||||||
| 304 N MAIN STREET UNIT 2 | GLASSBORO | NJ | 08028 | NONE | N/A | SCHOLARSHIP | $3,200 |
| CHARLIE SMITH | |||||||
| 909 HOWE STREET | TURNERSVILLE | NJ | 08012 | NONE | N/A | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,522 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| IRS 990 PF EXCISE TAX | $1 |
| NJ ANNUAL REPORT | $31 |