HUMMINGBIRD FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HUMMINGBIRD FOUNDATION INC (EIN 59-3797192)
- Tax period
- 2023-03-01 to 2024-02-29
- Filed
- 2024-10-31
- IRS object ID
- 202403059349101545
- Schema version
- 2023v5.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T16:06:29-05:00 | ReturnTs |
| Tax Period End | 2024-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593797192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMMINGBIRD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUMM | BusinessNameControlTxt |
| Phone | 8564241123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO LINDABURY MCCORMICK 53 CARDINA | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R HUMMEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8564241123 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY FAUGNO | PreparerPersonNm |
| PTIN | P00235434 | PTIN |
| Phone | 7322437000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,264,040 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $439,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $439,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,113,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,993,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,113,373 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $84 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $84 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,553,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,553,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,245 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,245 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,984 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $352 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,910 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114,720 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,004 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,427,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,427,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,581,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,451,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,971,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,423,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,591 | CashBOYAmt |
| Cash EOY | $59,977 | CashEOYAmt |
| Cash EOYFMV | $59,977 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $548,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $852,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $852,258 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,082,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,803,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,321,429 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,049,975 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,277,004 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,028,003 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $343,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,373 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,373 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,025,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,995,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,264,040 | 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 | $14,025,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,995,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,025,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,995,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,025,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,995,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,025,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,971,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,997,603 | SubtotalAmt |
| Other Decreases | $2,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,995,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3,266 SHS. DFA WORLD EX US CORE EQUITY INTL | 2019-08-30 | 2023-03-29 | $39,290 | $34,260 | $5,030 | $5,030 | |
| 1,953 SHS. GMO QUALITY FUND R6 | 2021-12-31 | 2023-03-29 | $48,063 | $49,717 | -$1,654 | -$1,654 | |
| 839 SHS. POLEN GROWTH FUND - INS | 2022-12-31 | 2023-03-29 | $28,333 | $29,830 | -$1,497 | -$1,497 | |
| 719 SHS. VANGUARD FTSE ALL-WORLD EX-U | 2021-12-31 | 2023-03-29 | $37,863 | $36,449 | $1,414 | $1,414 | |
| 10,639.026 SHS. AMERICAN BEACON AHL TARGETRISK FUND | 2022-12-31 | 2023-03-31 | $107,454 | $126,821 | -$19,367 | -$19,367 | |
| 11,189.313 SHS. PIMCO ALL ASSETS AUTH -IS | 2021-12-31 | 2023-03-31 | $72,842 | $89,441 | -$16,599 | -$16,599 | |
| 18,373.183 SHS. LEGG MASON BW GLOBAL OP BD-IS | 2021-12-31 | 2023-04-28 | $166,829 | $193,825 | -$26,996 | -$26,996 | |
| 3,000 SHS. ALPHABET INC CAP STK CL A | 2014-12-10 | 2023-12-14 | $394,025 | $63,187 | $330,838 | $330,838 | |
| 1,750 SHS. APPLE INC. | 2008-04-24 | 2023-12-14 | $345,879 | $10,600 | $335,279 | $335,279 | |
| 900 SHS. AUTOMATIC DATA PROCESSING INC. | 2022-04-20 | 2023-12-14 | $212,030 | $209,064 | $2,966 | $2,966 | |
| 650 SHS. COSTCO WHOLESALE CORP | 2017-03-28 | 2023-12-14 | $411,606 | $69,170 | $342,436 | $342,436 | |
| 1,500 SHS. DANAHER CORP | 2017-03-28 | 2023-12-14 | $342,409 | $58,983 | $283,426 | $283,426 | |
| 73,006.321 SHS. DOUBLELINE TOTAL RET BD -I | 2021-12-31 | 2023-12-14 | $643,916 | $772,028 | -$128,112 | -$128,112 | |
| 1,250 SHS. ECOLAB INC. | 2018-10-16 | 2023-12-14 | $246,181 | $121,636 | $124,545 | $124,545 | |
| 3,000 SHS. FORTIVE CORP | 2020-11-16 | 2023-12-14 | $220,673 | $147,077 | $73,596 | $73,596 | |
| 26,808.758 SHS. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2022-12-31 | 2023-12-14 | $643,142 | $692,680 | -$49,538 | -$49,538 | |
| 21,955.261 SHS. GUGGENHEIM TOTAL RETURN BOND FUND | 2022-12-31 | 2023-12-14 | $520,998 | $530,000 | -$9,002 | -$9,002 | |
| 500 SHS. INTUIT INC. | 2013-09-05 | 2023-12-14 | $300,947 | $33,059 | $267,888 | $267,888 | |
| 1,500 SHS. ISHS. TRUST RUSSELL 2000 INDEX FUND | 2021-12-31 | 2023-12-14 | $296,930 | $193,944 | $102,986 | $102,986 | |
| 1,000 SHS. JACOBS SOLUTIONS INC | 2023-01-04 | 2023-12-14 | $128,872 | $125,838 | $3,034 | $3,034 | |
| 1,700 SHS. JPMORGAN CHASE & CO | 2017-03-28 | 2023-12-14 | $278,224 | $96,796 | $181,428 | $181,428 | |
| 15,938.607 SHS. JPMORGAN INCOME FUND | 2022-12-31 | 2023-12-14 | $132,450 | $135,000 | -$2,550 | -$2,550 | |
| 62,382.739 SHS. PIMCO INCOME FUND | 2021-12-31 | 2023-12-14 | $660,009 | $757,793 | -$97,784 | -$97,784 | |
| 69,706.5 SHS. PIMCO MORTGAGE OPPORTUNITIES & BOND FD | 2021-12-31 | 2023-12-14 | $655,938 | $762,872 | -$106,934 | -$106,934 | |
| 12,594.784 SHS. POLEN GROWTH FUND - INS | 2021-12-31 | 2023-12-14 | $525,202 | $507,598 | $17,604 | $17,604 | |
| 1,200 SHS. PROLOGIS INC. | 2022-04-20 | 2023-12-14 | $164,132 | $208,247 | -$44,115 | -$44,115 | |
| 300 SHS. PROLOGIS INC. | 2023-04-20 | 2023-12-14 | $41,033 | $38,276 | $2,757 | $2,757 | |
| 800 SHS. ROCKWELL AUTOMATION INC | 2013-05-07 | 2023-12-14 | $245,308 | $68,354 | $176,954 | $176,954 | |
| 500 SHS. ROPER INDUSTRIES INC | 2019-06-20 | 2023-12-14 | $270,511 | $180,555 | $89,956 | $89,956 | |
| 750 SHS. SHERWIN WILLIAMS CO. | 2023-07-12 | 2023-12-14 | $231,147 | $188,738 | $42,409 | $42,409 | |
| 1,000 SHS. STERIS PLC SHS | 2020-09-15 | 2023-12-14 | $208,575 | $159,276 | $49,299 | $49,299 | |
| 3,500 SHS. TJX COS INC | 2019-06-20 | 2023-12-14 | $316,189 | $150,185 | $166,004 | $166,004 | |
| 680 SHS. VANGUARD TOTAL STK MKT IN-AD | 2021-12-31 | 2023-12-14 | $77,989 | $68,279 | $9,710 | $9,710 | |
| 728 SHS. ACCENTURE PLC | 2017-03-23 | 2023-12-20 | $250,965 | $88,827 | $162,138 | $162,138 | |
| 185 SHS. AMAZON.COM INC | 2017-03-22 | 2023-12-20 | $28,606 | $7,840 | $20,766 | $20,766 | |
| 575 SHS. THERMO FISHER SCIENTIFIC INC | 2019-03-28 | 2023-12-20 | $303,864 | $140,591 | $163,273 | $163,273 | |
| 1,331 SHS. VISA INC-CLASS A SHS. | 2019-03-28 | 2023-12-20 | $346,235 | $118,766 | $227,469 | $227,469 | |
| 1,050 SHS. ZOETIS INC CL A | 2018-04-10 | 2023-12-20 | $207,570 | $87,527 | $120,043 | $120,043 | |
| 8 SHS. ADOBE INC | 2022-12-31 | 2024-02-16 | $4,730 | $4,857 | -$127 | -$127 | |
| 39 SHS. ADOBE INC | 2022-12-31 | 2024-02-16 | $21,840 | $23,676 | -$1,836 | -$1,836 | |
| 2 SHS. SERVICENOW INC | 2022-12-31 | 2024-02-22 | $1,547 | $1,410 | $137 | $137 | |
| 9 SHS. SERVICENOW INC | 2022-12-31 | 2024-02-22 | $6,930 | $6,344 | $586 | $586 | |
| 3 SHS. SERVICENOW INC | 2022-12-31 | 2024-02-23 | $2,343 | $2,115 | $228 | $228 | |
| 13 SHS. SERVICENOW INC | 2022-12-31 | 2024-02-23 | $10,036 | $9,163 | $873 | $873 | |
| 4 SHS. SERVICENOW INC | 2022-12-31 | 2024-02-23 | $3,095 | $2,820 | $275 | $275 | |
| 1 SHS. SERVICENOW INC | 2022-12-31 | 2024-02-23 | $769 | $705 | $64 | $64 | |
| 13 SHS. SERVICENOW INC | 2022-12-31 | 2024-02-26 | $10,171 | $9,164 | $1,007 | $1,007 | |
| 7 SHS. ADOBE INC | 2022-12-31 | 2024-02-27 | $4,167 | $4,249 | -$82 | -$82 | |
| 2800 SHS. COMCAST CORP CLASS A | 2012-12-18 | 2023-06-20 | $113,954 | $53,292 | $60,662 | $60,662 | |
| 200 SHS. COMCAST CORP CLASS A | 2013-01-04 | 2023-06-20 | $8,140 | $3,809 | $4,331 | $4,331 | |
| 1000 SHS. CROWN CASTLE INC | 2013-06-13 | 2023-07-20 | $106,325 | $65,692 | $40,633 | $40,633 | |
| 250 SHS. CROWN CASTLE INC | 2013-10-17 | 2023-07-20 | $26,581 | $18,293 | $8,288 | $8,288 | |
| 100 SHS. CROWN CASTLE INC | 2019-03-28 | 2023-07-20 | $10,632 | $12,567 | -$1,935 | -$1,935 | |
| 850 SHS. ESTEE LAUDERCO INC | 2019-04-22 | 2023-07-20 | $154,966 | $143,982 | $10,984 | $10,984 | |
| 1000 SHS. XYLEM INC | 2019-03-11 | 2023-09-07 | $95,708 | $76,334 | $19,374 | $19,374 | |
| 1350 SHS. ISHARES BIOTECHNOLOGY | 2017-03-28 | 2023-11-21 | $158,364 | $80,628 | $77,736 | $77,736 | |
| 500 SHS. VERALTO CORP | 2012-12-18 | 2023-11-21 | $35,443 | $7,784 | $27,659 | $27,659 | |
| GLENMEDE GLOBAL GROWTH FUND | $55 | $55 | $55 | P | |||
| GLENMEDE GLOBAL GROWTH FUND | $241 | -$241 | -$241 | P | |||
| CAPITAL GAINS DIVIDENDS | $65,602 | $65,602 | $65,602 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,113,373 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,585 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,585 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $75,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $209 | EsPenaltyAmt |
| Overpayment | $27,206 | OverpaymentAmt |
| Applied To ES Tax | $27,206 | 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 | NJ | 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 | DAVID AND JANE HUMMEL | IndividualWithBooksNm |
| Phone | 8564241123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 PARTREE ROAD | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08003 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 R HUMMEL | ||||||||
| 120 PARTREE ROAD | CHERRY HILL | NJ | 08003 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE HUMMEL | ||||||||
| 120 PARTREE ROAD | CHERRY HILL | NJ | 08003 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHAD HUMMEL | ||||||||
| 17 CLUB DRIVE | SUMMIT | NJ | 07901 | TRUSTEE | 3.00 | $4,000 | $0 | $0 |
| RICHARD VESTAL | ||||||||
| PO BOX 209 | PENNS PARK | PA | 18943 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| TODD HUMMEL | ||||||||
| 1842 FRANKFORD AVE UNIT 2 | PHILADELPHIA | PA | 19125 | TRUSTEE | 3.00 | $6,500 | $0 | $0 |
| IAN SMITH | ||||||||
| 102 WOODALE DRIVE | KENNETT SQUARE | PA | 19348 | TRUSTEE | 3.00 | $6,500 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,337,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $489,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $203,781 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,030,783 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,030,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,775,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $838,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $838,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,585 | TotalTaxAmt |
| Distributable Before Adj | $791,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $791,181 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $791,181 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,451,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,451,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $791,181 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $347,108 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,435 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $239,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,682 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $793,702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,451,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $791,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $659,823 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,453,525 | 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 | $347,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,106,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,435 | ExcessFromYear4Amt |
| Excess From Year3 | $239,242 | ExcessFromYear3Amt |
| Excess From Year2 | $174,682 | ExcessFromYear2Amt |
| Excess From Year1 | $13,235 | ExcessFromYear1Amt |
| Excess From Current Year | $659,823 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID R HUMMEL | ContributingManagerNm |
| Contributing Manager | JANE HUMMEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA'S GROW-A-ROW | |||||||
| 150 PITTSTOWN RD | PITTSTOWN | NJ | 08867 | NONE | PC | TO SUPPORT FOOD PRODUCTION. | $150,000 |
| CATHEDRAL SOUP KITCHEN | |||||||
| 1514 MARKET STREET | CAMDEN | NJ | 08105 | NONE | PC | TO PROVIDE MEALS TO THE POOR AND HUNGRY. | $135,000 |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | |||||||
| 420 N 20TH ST | PHILADELPHIA | PA | 19130 | NONE | PC | TO PROVIDE HEALTH FOR PEOPLE WITH SERIOUS ILLNESSES. | $292,000 |
| LUCY OUTREACH | |||||||
| 3201 FEDERAL ST | CAMDEN | NJ | 08105 | NONE | PC | TO SUPPORT YOUTH OUTREACH PROGRAMS FOR UNDERSERVED COMMUNITIES. | $300,000 |
| HOPEWORKS | |||||||
| 808 MARKET ST | CAMDEN | NJ | 08102 | NONE | PC | TO SUPPORT YOUNG ADULTS FIND STABLE CAREERS THROUGH SKILL-BUILDING AND JOB EXPERIENCE. | $300,000 |
| UNIVERSITY CITY DISTRICT | |||||||
| 3940 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | TO SUPPORT COMMUNITY REVITALIZATION. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,427,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $439,991 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,113,373 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,553,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,553,448 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID HUMMEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 PARTREE ROAD | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,549 | Amt |
| Net Investment Income | $5,565 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,984 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLENMEDE - 00-4/9 - CORPORATE BONDS | BondNm |
| EOY Book Value | $4,277,004 | EOYBookValueAmt |
| EOYFMV | $4,028,003 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLENMEDE - 00-4/9 - CORPORATE STOCK | $10,605,742 | $12,028,112 |
| GLENMEDE - 00-4/9 - GLENMEDE GLOBAL GROWTH FUND | $197,853 | $293,317 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,245 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,245 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM OFFICER | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,373 | EOYBookValueAmt |
| EOYFMV | $2,373 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT - COST BASIS | Desc |
| Amt | $2,396 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $101,862 | $101,862 | $0 |
| GLENMEDE GLOBAL GROWTH FUND | $11,247 | $11,247 | $0 |
| GLENMEDE GLOBAL GROWTH FUND-RENTAL | $1,611 | $1,611 | $0 |
| BANK FEES | $25 | $0 | $25 |
| INTEREST AND PENALTIES | $120 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $45 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GLENMEDE 00-4/9 - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $84 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $352 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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