FORNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FORNEY FAMILY FOUNDATION INC (EIN 23-7079172)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-26
- IRS object ID
- 202331169349101723
- Schema version
- 2022v5.0
- 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
- Cash Distribution Expln Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-26T13:44:25-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237079172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forney Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Gerald G Forney | InCareOfNm |
| Business Name Control | FORN | BusinessNameControlTxt |
| Foreign Phone | 3036533475 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 549 | AddressLine1Txt |
| City | Unionville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gerald Glenn Forney | PersonNm |
| Person Title | Treasurer Secretary | PersonTitleTxt |
| Foreign Phone | 3036533475 | ForeignPhoneNum |
| Signature | 2023-04-26 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $229,641 | 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 | $172,788 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $230,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $188,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,223 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $171 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,524 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $516 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $516 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,508 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,759 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,193 | CashBOYAmt |
| Cash EOY | $124,596 | CashEOYAmt |
| Cash EOYFMV | $124,596 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,265 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $146,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $101,780 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $208,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $229,641 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $208,501 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $201,558 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $208,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $201,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $208,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $201,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $208,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,943 | ExcessRevenueOverExpensesAmt |
| Subtotal | $201,558 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $201,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - 1380 Shares Corteva Common Stock | $76,265 | $0 | $75,298 | $967 | $967 |
| Publicly Traded Securities - 1380 Shares Verizon Common | $52,588 | $0 | $50,101 | $2,487 | $2,487 |
| Publicly Traded Securities - 600 Shares MTB Common Stock | $101,986 | $0 | $97,491 | $4,495 | $4,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,949 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,462 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $204 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $204 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.guidestar.org/23-7079172 | WebsiteAddressTxt |
| Individual With Books | Gerald Glenn Forney | IndividualWithBooksNm |
| Phone | 3036533475 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 High Street | AddressLine1Txt |
| Address Line2 | Unit D | AddressLine2Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2020 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2019 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2018 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Barbara D Forney | |||||||||
| 2333 Hilltop View Road | Coatesville | PA | 19320 | President | 1.00 | $0 | $0 | $0 | |
| Marilyn G Forney | |||||||||
| 2323 Hilltop View Road | Coatesville | PA | 19320 | Vice President | 1.00 | $0 | $0 | $0 | |
| Gerald Glenn Forney | |||||||||
| 1290 High Street | Denver | CO | 80218 | Treasurer Secretary | 2.00 | $0 | $0 | $0 | Unit D |
| Elizabeth M Huxster | |||||||||
| 2323 Hilltop View Road | Coatesville | PA | 19320 | Director | 1.00 | $0 | $0 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $204 | TotalTaxAmt |
| Distributable Before Adj | $4,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $194,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $146,224 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $958,655 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $305,305 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,676 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $479,674 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $146,224 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,199,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $146,224 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,830 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,243,085 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $958,655 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $958,655 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $94,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,148,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $305,305 | ExcessFromYear4Amt |
| Excess From Year3 | $173,676 | ExcessFromYear3Amt |
| Excess From Year2 | $479,674 | ExcessFromYear2Amt |
| Excess From Year1 | $146,224 | ExcessFromYear1Amt |
| Excess From Current Year | $43,830 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Kalmar Nyckel Foundation | ||||||
| 1124 East Seventh Street | Wilmington | DE | 19801 | PF | General Operating Purposes | $23,609 |
| AAEP Foundation | ||||||
| 4033 Iron Works Parkway | Herndon | TN | 37752 | PF | Payments to Organizations | $1,000 |
| Academy Nat Sci Phila | ||||||
| 1900 Benjamin Franklin Pkwy | Philadelphia | PA | 19103 | PF | Payments to Organizations | $1,000 |
| ACLU Foundation Florida | ||||||
| 4343 West Flagler Street | Miami | FL | 33134 | PF | Payments to Organizations | $500 |
| After the Bell KSC Sch | ||||||
| PO Box 1068 | Kennett Square | PA | 19348 | PF | Payments to Organizations | $1,000 |
| Appalachian Trail Conservancy | ||||||
| PO Box 807 | Harpers Ferry | WV | 25425 | PF | Payments to Organizations | $500 |
| Archeological Institute of America | ||||||
| 44 Beacon Street | Boston | MA | 02108 | PF | Payments to Organizations | $500 |
| Arden Shakespeare | ||||||
| 2126 The Highway | Arden | DE | 19810 | PF | Payments to Organizations | $500 |
| Arlington County Foster Care | ||||||
| 2100 Clarendon Boulevard | Arlington | VA | 22201 | PF | Payments to Organizations | $5,000 |
| Avon Grove Charter School | ||||||
| 110 State Road | West Grove | PA | 19390 | PF | Payments to Organizations | $5,000 |
| Avon Grove Charter School | ||||||
| 240 State Road | Avondale | PA | 19390 | PF | Payments to Organizations | $5,000 |
| Birmingham Monthly Meeting | ||||||
| 1245 Birmingham Rd | West Chester | PA | 19382 | PF | Payments to Organizations | $1,041 |
| Brandywine Conservancy | ||||||
| PO Box 141 | Chadds Ford | PA | 19317 | PF | Payments to Organizations | $1,000 |
| Brandywine Soaring | ||||||
| 1235 Newark Rd | Toughkenamon | PA | 19374 | PF | Payments to Organizations | $1,000 |
| Brevard Zoo | ||||||
| 8225 N Wickham Rd | Melbourne | FL | 32940 | PF | Payments to Organizations | $600 |
| Buck and Doe Trust | ||||||
| PO Box 804 | Unionville | PA | 19375 | PF | Payments to Organizations | $100 |
| Camp Dreamcatcher | ||||||
| 148 West State Street | Kennett Square | PA | 19348 | PF | Payments to Organizations | $5,000 |
| Chapel Street Players | ||||||
| PO Box 36 | Newark | DE | 19715 | PF | Payments to Organizations | $500 |
| Chesapeake Bay Foundation | ||||||
| 6 Herndon Ave | Annapolis | MD | 21403 | PF | Payments to Organizations | $100 |
| Chesco Hospital Foundation | ||||||
| 701 East Marshall Street | West Chester | PA | 19380 | PF | Payments to Organizations | $1,000 |
| Chester County BSA | ||||||
| PO Box 1179 | Exton | PA | 19341 | PF | Payments to Organizations | $500 |
| Chester County Foundation | ||||||
| 28 W Market St | West Chester | PA | 19382 | PF | Payments to Organizations | $5,000 |
| Chester Co Historical Soc | ||||||
| 225 North High Street | West Chester | PA | 19380 | PF | Payments to Organizations | $100 |
| Citizens Climate Education | ||||||
| 1330 Orange Avenue | Coronado | CA | 92118 | PF | Payments to Organizations | $1,000 |
| Civil Air Patrol Wyoming | ||||||
| 6211 Randall Ave | Warredn AFB | WY | 82005 | PF | Payments to Organizations | $1,200 |
| Colby College | ||||||
| 4120 Mayflower | Waterville | ME | 04901 | PF | Payments to Organizations | $500 |
| Delaware Swedish Colonial Society | ||||||
| 712 Cherry Tree Rd | Middletown | DE | 19709 | PF | Payments to Organizations | $100 |
| Delaware Theatre Co | ||||||
| 200 Water Street | Wilmington | DE | 19801 | PF | Payments to Organizations | $500 |
| Delmarva BSA | ||||||
| 1910 Baden Powell Wy | Dover | DE | 19904 | PF | Payments to Organizations | $500 |
| Faith Lutheran Church | ||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | PF | Payments to Organizations | $2,500 |
| Faith Lutheran Church | ||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | PF | Payments to Organizations | $2,500 |
| Faith Lutheran Church | ||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | PF | Payments to Organizations | $5,000 |
| Faith Lutheran Church | ||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | PF | Payments to Organizations | $5,000 |
| Faith Lutheran Church | ||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | PF | Payments to Organizations | $5,000 |
| Family Promise SoChesCo | ||||||
| 1156 West Baltimore Pike | Kennett Square | PA | 19348 | PF | Payments to Organizations | $1,000 |
| Friends Home Kennett | ||||||
| 147 W State St | Kennett Square | PA | 19348 | PF | Payments to Organizations | $500 |
| Fund for Woman | ||||||
| PO Box 505 | San Francisco | CA | 94111 | PF | Payments to Organizations | $500 |
| Green River Union Cemetery | ||||||
| General Delivery | Bowling Green | KY | 42101 | PF | Payments to Organizations | $500 |
| Greenmore Farm Animal Rescue | ||||||
| 246 Clonmell Upland Road | West Grove | PA | 19390 | PF | Payments to Organizations | $500 |
| Historicorps | ||||||
| 300 Union Avenue | Morrison | CO | 80465 | PF | Payments to Organizations | $500 |
| Jefferson Medical College | ||||||
| 125 South Ninth Street | Philadelphia | PA | 19107 | PF | Payments to Organizations | $500 |
| Kalmar Nyckel Foundation | ||||||
| 1124 East 7th Street | Wilmington | DE | 19801 | PF | Payments to Organizations | $1,200 |
| Kennett Area Community Service | ||||||
| 136 West Cedar Street | Kennett Square | PA | 19348 | PF | Payments to Organizations | $2,000 |
| Kennett Area Senior Center | ||||||
| 427 South Walnut Street | Kennett Square | PA | 19348 | PF | Payments to Organizations | $500 |
| Kennett Consolidated Schools | ||||||
| 100 East South Street | Kennett Square | PA | 19348 | PF | Payments to Organizations | $1,000 |
| Kennett Consolidated Schools | ||||||
| 100 East South Street | Kennett Square | PA | 19348 | PF | Payments to Organizations | $5,000 |
| Kennett Education Foundation | ||||||
| PO Box 829 | Kennett Square | PA | 19348 | PF | Payments to Organizations | $1,000 |
| La Communidad Hispana | ||||||
| 731 West Cypress Street | Kennett Square | PA | 19348 | PF | Payments to Organizations | $1,000 |
| Lutheran Church Good Shepherd | ||||||
| 1530 Foulk Rd | Wilmington | DE | 19803 | PF | Payments to Organizations | $100 |
| Lutheran Church Good Shepherd | ||||||
| 1530 Foulk Rd | Wilmington | DE | 19803 | PF | Payments to Organizations | $5,000 |
| McClean County Historical Museum | ||||||
| PO Box 34 | Calhoun | KY | 42327 | PF | Payments to Organizations | $5,000 |
| Metropolitan Museum of Art | ||||||
| 1000 5th Ave | New York | NY | 10028 | PF | Payments to Organizations | $100 |
| Microbe TV Foundation | ||||||
| 352 Seventh Ave | New York | NY | 10001 | PF | Payments to Organizations | $2,000 |
| National Academy Engineering | ||||||
| 500 5th St NW | Washington | DC | 20001 | PF | Payments to Organizations | $5,000 |
| National Audobon Society | ||||||
| 225 Varick St | New York | NY | 10014 | PF | Payments to Organizations | $100 |
| National Parks Foundation | ||||||
| PO Box 17394 | Baltimore | MD | 21298 | PF | Payments to Organizations | $100 |
| Natural Lands Trust | ||||||
| 1031 Palmers Mill Road | Media | PA | 19063 | PF | Payments to Organizations | $1,000 |
| Paris Foundation | ||||||
| 229 South Bridge Street | Elkton | MD | 21921 | PF | Payments to Organizations | $1,000 |
| Penn Museum | ||||||
| 3260 South Street | Philadelphia | PA | 19104 | PF | Payments to Organizations | $21,950 |
| Penn Veterinary Medicine | ||||||
| 3800 Spruce St | Philadelphia | PA | 19104 | PF | Payments to Organizations | $1,000 |
| Planned Parenthood Chesco | ||||||
| 8 South Wayne Street | Chester | PA | 19382 | PF | Payments to Organizations | $1,000 |
| Po Mar Lin Fire Company | ||||||
| PO Box 36 | Unionville | PA | 19375 | PF | Payments to Organizations | $500 |
| Primitive Hall Foundation | ||||||
| 830 North Chatham Road | West Grove | PA | 19390 | PF | Payments to Organizations | $100 |
| Red Clay Alliance | ||||||
| 1760 Unionville Wawaset Rd | West Chester | PA | 19382 | PF | Payments to Organizations | $2,000 |
| Salvation Army | ||||||
| PO Box C-635 | West Nyack | NY | 10994 | PF | Payments to Organizations | $500 |
| St Michael Lutheran Ch | ||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | PF | Payments to Organizations | $110 |
| St Michael Lutheran Ch | ||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | PF | Payments to Organizations | $1,000 |
| St Michael Lutheran Ch | ||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | PF | Payments to Organizations | $22,000 |
| Stroud Water Research | ||||||
| 970 Spencer Road | Avondale | PA | 19311 | PF | Payments to Organizations | $750 |
| Stroud Water Research | ||||||
| 970 Spencer Road | Avondale | PA | 19311 | PF | Payments to Organizations | $1,200 |
| Sunday Breakfast Mission | ||||||
| 110 North Poplar Street | Wilmington | DE | 19801 | PF | Payments to Organizations | $100 |
| Sunday Breakfast Mission | ||||||
| 110 North Poplar Street | Wilmington | DE | 19801 | PF | Payments to Organizations | $100 |
| Tick Tock Early Learning | ||||||
| 1694 Baltimore Pike | Avondale | PA | 19311 | PF | Payments to Organizations | $1,000 |
| Union Concerned Scientists | ||||||
| Two Brattle Square | Cambridge | MA | 02138 | PF | Payments to Organizations | $1,000 |
| Unionville Community Fair | ||||||
| PO Box 298 | Unionville | PA | 19375 | PF | Payments to Organizations | $500 |
| University of Delaware | ||||||
| 83 East Main Street | Newark | DE | 19716 | PF | Payments to Organizations | $499 |
| Washington Liberty HS | ||||||
| 1301 N Stafford St | Arlington | VA | 22201 | PF | Payments to Organizations | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,759 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,274 | 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 |
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 | Marilyn G Forney | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 Hilltop View Road | AddressLine1Txt |
| City | Coatesville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $172,788 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Corteva Common Stock Shares Shares of MTB Common Stock | NoncashPropertyDesc |
| Fair Market Value | $172,788 | FairMarketValueAmt |
| Received | 2022-10-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fees | CategoryTxt |
| Amt | $171 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The charity distributed a great deal of money this year. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 708 Shares of Dupont Common Stock | $23,595 | $48,590 |
| 1350 Shares of Verizon Common Stock | $0 | $0 |
| 1350 Shares of Verizon Common Stock | $50,101 | $53,190 |
| 720 Shares of Chemours Common Stock | $0 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Land | $0 | $0 |
| Buildings | $0 | $0 |
| Leasehold improvements | $0 | $0 |
| Equipment | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Delaware Registered Agent | CategoryTxt |
| Legal Fees | $235 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MT Bank Financial Dispute | CategoryTxt |
| Amt | $1,524 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marilyn Glenn Forney | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 Hilltop View Road | AddressLine1Txt |
| City | Coatesville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19320 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Delaware Franchise Tax | $25 | $25 | $0 | $25 |
| Federal Tax Paid | $491 | $491 | $0 | $491 |
Comments