D B ANDERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- D B ANDERSON CHARITABLE FOUNDATION (EIN 27-0784157)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-02
- IRS object ID
- 202421849349100707
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-02T10:40:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411384792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROEHLING ANDERSON LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HIGHWAY 169 SOUTH - SUITE 400 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55426 | 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 | 270784157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DB ANDERSON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DBAN | BusinessNameControlTxt |
| Phone | 9524840899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MARTICVILLE ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH CARRINGTON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9524840899 | PhoneNum |
| Signature | 2024-05-30 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETH | PersonFirstNm |
| Person Last | CARRINGTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN WAGNER CPA | PreparerPersonNm |
| PTIN | P00017555 | PTIN |
| Phone | 9529793100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,109,441 | 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 | $530,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,879 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,879 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,666 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $579,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,470 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $730 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $777 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,148 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,663 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $437,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $197,860 | CashBOYAmt |
| Cash EOY | $701,538 | CashEOYAmt |
| Cash EOYFMV | $701,538 | CashEOYFMVAmt |
| Corporate Stock BOY | $657,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $802,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $802,042 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $295,131 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $205,861 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $205,861 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $975,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $975,000 | LandBOYAmt |
| Land EOY | $975,000 | LandEOYAmt |
| Land EOYFMV | $1,400,000 | LandEOYFMVAmt |
| Total Assets BOY | $2,125,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,684,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,109,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,125,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,684,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,125,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,684,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,125,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,684,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,125,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $437,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $122,194 | OtherIncreasesAmt |
| Subtotal | $2,684,441 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,684,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK | P | 2022-12-28 | 2023-12-29 | $100,000 | $100,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $19,666 | $19,666 | $19,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,666 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $774 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $79 | OverpaymentAmt |
| Applied To ES Tax | $79 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETH CARRINGTON | IndividualWithBooksNm |
| Phone | 9524840899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MARTICVILLE ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID B ANDERSON | ||||||||
| 16570 NE HIGHWAY 27A | WILLISTON | FL | 32696 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN CARRINGTON | ||||||||
| 1920 CR 6 | ORONO | MN | 55356 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH CARRINGTON | ||||||||
| 1920 CR 6 | ORONO | MN | 55356 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE D.B. ANDERSON CHARITABLE FOUNDATION PROVIDES A NO COST LEASE TO BUILDING BRIDGES FOUNDATION AT ANDERSON FARM. BUILDING BRIDGES FOUNDATION AT ANDERSON FARM IS A PUBLIC NON-PROFIT FOUNDATION. BUILDING BRIDGES FOCUSES ON PROVIDING THERAPEUTIC EQUINE ASSISTED PROGRAMS TO MILITARY VETERANS WITH DISBILITIES AND THEIR FAMILIES. THIS FURTHERS THE D. B. ANDERSON CHARITABLE FOUNDATION'S EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $47,046 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,017,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $247,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,665,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,665,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,625,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $677 | TotalTaxAmt |
| Distributable Before Adj | $130,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,729 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $136,729 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $120,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,064 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,694 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,553 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $218,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,151 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,743 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $120,281 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,064 | ExcessFromYear4Amt |
| Excess From Year3 | $32,694 | ExcessFromYear3Amt |
| Excess From Year2 | $41,553 | ExcessFromYear2Amt |
| Excess From Current Year | $6,151 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLORADO CHRISTIAN UNIVERSITY | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $6,500 |
| GROUND ZERO BOXING CLUB | |||||||
| 228 INDIAN HILL ROAD | CONESTOGA | PA | 17516 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $35,000 |
| JERUSALEM EDUCATION FUND INC | |||||||
| 45 EAST CITY LINE AVENUE PMP 352 | BALA CYNWYD | PA | 19004 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $10,000 |
| MILLERSVILLE UNIVERSITY | |||||||
| 40 DILWORTH ROAD | MILLERSVILLE | PA | 17551 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $10,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 237 UNCLE HEINIE WAY | ATLANTA | GA | 30332 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $5,000 |
| MICHAEL P MCMAHON SCHOLARSHIP FUND | |||||||
| 101 EAST FRANKLIN STREET | NEW HOLLAND | PA | 17557 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $1,000 |
| HOLY ROSARY REGIONAL CATHOLIC SCHOOL | |||||||
| 3040 WALTON ROAD | PLYMOUTH MEETING | PA | 19462 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $2,000 |
| LANCASTER COUNTRY DAY SCHOOL | |||||||
| 725 HAMILTON ROAD | LANCASTER | PA | 17603 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $4,006 |
| COMMERCIAL DIVING TECHNOLOGIES | |||||||
| 17212 US HIGHWAY 19 | HUDSON | FL | 34667 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $2,000 |
| IVY TECH COMMUNITY COLLEGE | |||||||
| 220 DEAN JOHNSON BLVD | SOUTH BEND | IN | 46601 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $2,677 |
| UNIVERSITY OF SOUTH CAROLINA | |||||||
| 514 MAIN ST | COLUMBIA | SC | 29208 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $5,000 |
| BALL STATE UNIVERSITY | |||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $1,500 |
| COOK BAPTIST CHURCH | |||||||
| 210 1ST AVE NE | COOK | MN | 55723 | N/A | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,683 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,879 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,925 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,470 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID ANDERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16570 NE HIGHWAY 27A | AddressLine1Txt |
| City | WILLISTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $530,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,730 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $730 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY BOND FUNDS AT END OF YEAR MARKET VALUE | BondNm |
| EOY Book Value | $205,861 | EOYBookValueAmt |
| EOYFMV | $205,861 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY STOCK FUNDS AT END OF YEAR MARKET VALUE | StockNm |
| EOY Book Value | $802,042 | EOYBookValueAmt |
| EOYFMV | $802,042 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY MAINTENANCE | $38,450 | $0 | $0 | $38,450 |
| PROPERTY INSURANCE | $6,119 | $0 | $0 | $6,119 |
| PROPERTY INSPECTION | $599 | $0 | $0 | $599 |
| OFFICE EXPENSE | $1,390 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $122,194 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990 PF | $500 | $500 | $0 | $0 |
| PROPERTY TAX | $1,148 | $0 | $0 | $1,148 |
| FOREIGN TAX | $277 | $277 | $0 | $0 |
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