HUMMINGBIRD FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HUMMINGBIRD FOUNDATION INC (EIN 59-3797192)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2023-10-25
- IRS object ID
- 202302989349100205
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-25T08:10:21-05:00 | ReturnTs |
| Tax Period End | 2023-02-28 | 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 | 2022-03-01 | 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 | 2023-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HUMMEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY FAUGNO | PreparerPersonNm |
| PTIN | P00235434 | PTIN |
| Phone | 7322437000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $16,347,493 | 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 | $12,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $448,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $448,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,418,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $893 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $893 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $661,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $649,735 | 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 | $861 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $861 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,595 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,655 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $140,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,266 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $835,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $835,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,007,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $854,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$345,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $516,124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,590 | CashBOYAmt |
| Cash EOY | $1,591 | CashEOYAmt |
| Cash EOYFMV | $1,591 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $220,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $548,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $548,390 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,045,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,082,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,661,979 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,008,864 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,049,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,773,920 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $96,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $343,075 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $361,613 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,373,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,025,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,347,493 | 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 | $14,373,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,025,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,373,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,025,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,373,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,025,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,373,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$345,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,028,211 | SubtotalAmt |
| Other Decreases | $2,600 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,025,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $231,359 | $231,359 | $231,359 | |
| GLENMEDE 00-4/9 | $2,466,252 | -$57,014 | -$57,014 | $2,523,266 | |
| CHARLES SCHWAB 8095 | $1,714,344 | $19,452 | $19,452 | $1,694,892 | |
| GLENMEDE GLOBAL GROWTH FUND | P | $622 | $622 | $622 | |
| GLENMEDE GLOBAL GROWTH FUND | P | $5,465 | $5,465 | $5,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,822 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,822 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,648 | OverpaymentAmt |
| Applied To ES Tax | $9,648 | 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 |
| 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 | ||||||||
| 214 EAST 24TH STREET | NEW YORK | NY | 10010 | 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 | ||||||||
| 2940 W THOMPSON ST APT 407 | PHILADELPHIA | PA | 19121 | 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 | $16,448,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $424,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $351,644 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,225,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,225,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,966,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $848,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $848,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,174 | TotalTaxAmt |
| Distributable Before Adj | $841,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $841,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $841,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $854,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $854,397 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $841,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $347,108 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,435 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $239,242 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $174,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $780,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $854,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $841,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $793,702 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $793,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $347,108 | ExcessFromYear4Amt |
| Excess From Year3 | $19,435 | ExcessFromYear3Amt |
| Excess From Year2 | $239,242 | ExcessFromYear2Amt |
| Excess From Year1 | $174,682 | ExcessFromYear1Amt |
| Excess From Current Year | $13,235 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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. | $185,000 | |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | ||||||||
| 420 N 20TH ST | PHILADELPHIA | PA | 19130 | NONE | PC | TO PROVIDE HEALTH FOR PEOPLE WITH SERIOUS ILLNESSES. | $100,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | ||||||||
| THE LINCOLN FINANCIAL MURAL ARTS | PHILADELPHIA | PA | 19130 | NONE | PC | TO SUPPORT ARTS PROGRAM. | $400,000 | CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $835,000 | 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 | $448,958 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $893 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,884 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $649,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $649,735 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID 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 | $12,000 | 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 | $11,250 | Amt |
| Net Investment Income | $3,595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,655 | 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 | $2,049,975 | EOYBookValueAmt |
| EOYFMV | $1,773,920 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB 8095 - CORPORATE STOCK | $5,592,702 | $8,071,731 |
| GLENMEDE - 00-4/9 - CORPORATE STOCK | $5,331,080 | $5,350,215 |
| GLENMEDE - 00-4/9 - GLENMEDE GLOBAL GROWTH FUND | $158,798 | $240,033 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB 8095 - OTHER ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $343,075 | BookValueAmt |
| EOYFMV | $361,613 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $861 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $861 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT - COST BASIS | Desc |
| Amt | $2,600 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,261 | $1,130 | $1,131 |
| INVESTMENT FEES | $105,949 | $105,949 | $0 |
| FEDERAL TAX | $19,000 | $0 | $0 |
| GLENMEDE GLOBAL GROWTH FUND | $11,059 | $11,059 | $0 |
| GLENMEDE GLOBAL GROWTH FUND-RENTAL | $2,128 | $2,128 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHARLES SCHWAB 0680 - CLASS ACTION | $84 | $84 | $84 |
| CHARLES SCHWAB 8095 - CLASS ACTION | $809 | $809 | $809 |
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