HELP YOURSELF WIN FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HELP YOURSELF WIN FOUNDATION (EIN 32-0147415)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349302130
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:09:09-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141745230 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ SELIG & ZERONDA CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 CENTURY HILL DRIVE | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 121102113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320147415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELP YOURSELF WIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELP | BusinessNameControlTxt |
| Phone | 5182805735 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1090 AVON ROAD | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 123082404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER H HULL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5182805735 | PhoneNum |
| Signature | 2024-11-09 | 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 | PAUL R JANKOWSKI CPA | PreparerPersonNm |
| PTIN | P00517066 | PTIN |
| Phone | 5187837200 | PhoneNum |
| Preparation | 2024-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROGER H HULL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1090 AVON ROAD | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 123082404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $184,017 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HELPYOURSELFWIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE FOUNDATION IS TO CHANGE THE PROSPECTS FOR THOSE AT-RISK OF BEING LEFT BEHIND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $152,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $160,726 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,304 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,291 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $169,235 | PYTotalRevenueAmt |
| CY Total Revenue | $184,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $99,705 | PYOtherExpensesAmt |
| CY Other Expenses | $85,990 | CYOtherExpensesAmt |
| PY Total Expenses | $129,705 | PYTotalExpensesAmt |
| CY Total Expenses | $125,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,530 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $58,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $688,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $745,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $174 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $687,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $745,348 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE FOUNDATION IS TO CHANGE THE PROSPECTS FOR THOSE AT-RISK FOR BEING LEFT BEHIND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $47,820 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Desc | SUPPORT PROVIDED FOR THE SET UP AND IMPLEMENTATION OF HELP YOURSELF ACADEMIES ASSOCIATED WITH COLLEGE CAMPUSES. ACADEMIES CAN BE FOUND ON FIVE COLLEGE CAMPUSES THROUGHOUT THE UNITED STATES WITH MULTIPLE PROGRAMS ON EACH CAMPUS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $50,514 | ExpenseAmt |
| Desc | TRAINING TO UNEMPLOYED OR UNDEREMPLOYED PARTICIPANTS WAS PROVIDED IN FOUR AREAS INCLUDING 1)EDUCATION NECESSARY TO RECEIVE A HIGH SCHOOL EQUIVALENT DEGREE (GED), 2) LIFE SKIIS TRAINING 3) EDUCATION NECESSARY TO RECEIVE A CERTIFICATE OF EMPLOYABILITY, AN OSHA CARD (ALLOWING THEM TO WORK ON CONSTRUCTION SITES), AND NCCER TRAINING, AND 4) CONSTRUCTION SKILLS TRAINING (INCLUDING BUT NOT LIMITED TO DRY-WALLING, TAPING, PAINTING, FRAMING). NINE PARTICIPANTS GRADUATED IN 2023. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $98,334 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER H HULL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5182805735 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1090 AVON ROAD | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 123082404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERTO HULL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL JANOVIC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL GOLUB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROCKIE MANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER H HULL | ||||||
| PRESIDENT | 20.00 | $0 | $0 | $0 | Yes (X) | |
| MARGARET KIRWIN | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $160,726 | AllOtherContributionsAmt |
| Total Contributions | $160,726 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,291 | TotalRevenueColumnAmt |
| Exclusion | $23,291 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,291 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,800 | TotalAmt |
| Management And General | $4,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,130 | TotalAmt |
| Management And General | $5,130 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103 | TotalAmt |
| Management And General | $1,103 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,552 | TotalAmt |
| Management And General | $2,552 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,480 | TotalAmt |
| Program Services | $10,480 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,161 | TotalAmt |
| Program Services | $5,161 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14 | TotalAmt |
| Management And General | $14 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,895 | TotalAmt |
| Management And General | $6,895 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSTRUCTORS | $42,693 | $42,693 | |
| LEASE EXPENSE | $4,716 | $4,716 | |
| DUES AND SUBSCRIPTIONS | $851 | $851 | |
| MEALS AND ENTERTAINMENT | $665 | $665 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930 | TotalAmt |
| Management And General | $930 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,990 | TotalAmt |
| Program Services | $98,334 | ProgramServicesAmt |
| Management And General | $27,656 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,810 | BOYAmt |
| EOY | $183,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,716 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,716 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,372 | BOYAmt |
| EOY | $561,622 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,196 | BOYAmt |
| EOY | $745,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875 | BOYAmt |
| EOY | $174 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875 | BOYAmt |
| EOY | $174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,321 | BOYAmt |
| EOY | $745,348 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,321 | BOYAmt |
| EOY | $745,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,196 | BOYAmt |
| EOY | $745,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $58,027 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,726 | CurrentTaxYearAmt |
| Total | $629,562 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $65,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,390 | CurrentTaxYearAmt |
| Total | $261,560 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $232,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,116 | CurrentTaxYearAmt |
| Total | $891,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $421,207 | SubstantialContributorsTotAmt |
| Public Support Total170 | $469,915 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,291 | CurrentTaxYearAmt |
| Total | $77,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $968,827 | TotalSupportAmt |
| Public Support CY170 | 0.48500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,716 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH - INVESTMENTS | Desc |
| Book Value | $561,622 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $561,622 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS COLLEGE OF LIBERAL ARTS FOUNDATION INC | |||||||
| 375 CHURCH STREET | NORTH ADAMS | MA | 01247 | 042613803 | $15,000 | $0 | TO ASSIST MCLA WITH THEIR MISSION OF EXTENDING PUBLIC SERVICE BY BRINGING THIRD, FOURTH AND FIFTH GRADERS TO CAMPUS AND BUILDING PERSONAL INTEREST IN WHAT A COLLEGE EDUCATION CAN PROVIDE. FOUNDATION PRESIDENT MEETS WITH GRANT RECIPIENT ON AN ANNUAL BASIS TO ENSURE COMPLIANCE. |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET SUITE 900 | ANN ARBOR | MI | 48109 | 386006309 | $15,000 | $0 | TO ASSIST UNIVERSITY OF MICHIGAN WITH THEIR MISSION OF EXTENDING PUBLIC SERVICE BY SUCCESSFULLY IMPLEMENTING HELP YOURSELF ACADEMIES IN LOCAL ELEMENTARY SCHOOLS. IN ADDITION, ELEMENTARY SCHOOL CHILDREN ARE PROVIDED WITH THE OPPORTUNITY TO REGULARLY VISIT THE COLLEGE CAMPUS TO INCREASE THEIR PERSONAL INTEREST IN THE BENEFITS OF A COLLEGE EDUCATION. FOUNDATION PRESIDENT MEETS WITH GRANT RECIPIENT ON AN ANNUAL BASIS TO ENSURE COMPLIANCE. |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE STREET | BELOIT | WI | 53511 | 390808497 | $10,000 | $0 | TO ASSIST BELOIT COLLEGE WITH THEIR MISSION OF PREPARING STUDENTS FOR SUCCESSFUL FUTURES AND MEANINGFUL LIVES, ENCOURAGING THEM TO STRENGTHEN THEIR ENGAGEMENT WITH AND IMPACT ON THE REAL WORLD. FOUNDATION PRESIDENT MEETS WITH GRANT RECIPIENT ON AN ANNUAL BASIS TO ENSURE COMPLIANCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOUNDATION PRESIDENT (ROGER HULL) IS RELATED TO A DIRECTOR OF THE FOUNDATION (ROBERTO HULL) |
| FORM 990, PART VI, SECTION A, LINE 8B | THE GOVERNING BODY DOCUMENTS ITS MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, MANAGEMENT WILL DELIVER THE FORM 990 TO THE BOARD WITH A REQUEST THAT THEY INFORM THE PRESIDENT OR EXECUTIVE DIRECTOR OF ANY CONCERNS OR QUESTIONS. SUBSEQUENT TO FILING OF THE RETURN, THE ORGANIZATION WILL DISTRIBUTE TO THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL DATA AVAILABLE TO THE PUBLIC UPON REQUEST. |
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