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FUND FOR THE ADVANCEMENT OF MENTAL HEALTH INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FUND FOR THE ADVANCEMENT OF MENTAL HEALTH INC (EIN 13-6161245)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-30
IRS object ID
202202739349300015
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-09-30T08:49:14-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223480145PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLMAN FRENIA ALLISON PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11985 CEDAR BRIDGE AVENUE SUITE 3AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136161245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FUND FOR THE ADVANCEMENT OF MENTALBusinessNameLine1Txt
Business Name Line2HEALTH INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFUNDBusinessNameControlTxt
Phone7184422225PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1669 CASTLETON AVENUEAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT HELBOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7184422225PhoneNum
Signature2022-09-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastHELBOCKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG R JOHNSONPreparerPersonNm
PTINP00836358PTIN
Phone7327971333PhoneNum
Preparation2022-09-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT HELBOCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1669 CASTLETON AVENUEAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$510,328GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE FUND FOR THE ADVANCEMENT OF MENTAL HEALTH, INC. WAS FORMED TO PROMOTE THE ADVANCEMENT OF KNOWLEDGE AND THE UNDERSTANDING OF MENTAL HEALTH BY PROVIDING FUNDS AND FACILITIES.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,676PYInvestmentIncomeAmt
CY Investment Income$488CYInvestmentIncomeAmt
PY Other Revenue$314,375PYOtherRevenueAmt
CY Other Revenue$349,226CYOtherRevenueAmt
PY Total Revenue$317,071PYTotalRevenueAmt
CY Total Revenue$349,714CYTotalRevenueAmt
PY Grants And Similar Paid$200,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$151,408PYOtherExpensesAmt
CY Other Expenses$180,446CYOtherExpensesAmt
PY Total Expenses$351,408PYTotalExpensesAmt
CY Total Expenses$180,446CYTotalExpensesAmt
PY Revenues Less Expenses-$34,337PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$169,268CYRevenuesLessExpensesAmt
Total Assets BOY$1,716,902TotalAssetsBOYAmt
Total Assets EOY$1,805,293TotalAssetsEOYAmt
Total Liabilities BOY$1,460,438TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,379,561TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$256,464NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$425,732NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE THE ADVANCEMENT OF KNOWLEDGE AND THE UNDERSTANDING OF MENTAL HEALTH BY PROVIDING FUNDS AND FACILITIES. DISSEMINATING INFORMATION, PROVIDING RESEARCH AND ASSISTANCE TO OTHER ORGANIZATIONS IN FORMULATING AND IMPLEMENTING MENTAL HEALTH PROGRAMS. ( SEE SCH O) AIDING IN MAINTAINING HIGH PROFESSIONAL STANDARDS IN THE PRACTICE OF PSYCHIATRY, PSYCHOLOGY AND PSYCHIATRIC SOCIAL SERVICES IN COOPERATION WITH OTHER ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROMOTE THE ADVANCEMENT OF KNOWLEDGE AND THE UNDERSTANDING OF MENTAL HEALTH BY PROVIDING FUNDS AND FACILITIES. SEE RENTAL EXPENSE LISTED ON PG. 9,PART VIII, LINE 6B.Desc
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LENORA DEPRIMOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7184422225PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1669 CASTLETON AVENUEAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10301ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT HELBOCK
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ELAINE LANHAM
VICE PRESIDENT & SEC1.00Yes (X)Yes (X)$0$0$0
CARMELLA BRANDOFINO
TREASURER1.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$488TotalRevenueColumnAmt
Exclusion$488ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$483,012RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$160,614RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$322,398RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$322,398TotalRevenueColumnAmt
Related Or Exempt Func Income$322,398RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINSURANCE REFUNDDesc
Business561499BusinessCd
Total Revenue Column$26,828TotalRevenueColumnAmt
Exclusion$26,828ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$26,828OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$349,714TotalRevenueColumnAmt
Related Or Exempt Func Income$322,398RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$27,316ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Management And General$12,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,230TotalAmt
Management And General$8,230ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$108,638TotalAmt
Management And General$108,638ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$50,976TotalAmt
Management And General$50,976ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISC EXPENSESDesc
Total$602TotalAmt
Management And General$602ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$180,446TotalAmt
Program Services$0ProgramServicesAmt
Management And General$180,446ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$518,835BOYAmt
EOY$648,704EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$137,159BOYAmt
EOY$125,176EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,761BOYAmt
EOY$6,672EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,690,861LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$667,185LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,052,082BOYAmt
EOY$1,023,676EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,065BOYAmt
EOY$1,065EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,716,902BOYAmt
EOY$1,805,293EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,680BOYAmt
EOY$11,854EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,477,130BOYAmt
EOY$1,391,726EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY-$28,372BOYAmt
EOY-$24,019EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,460,438BOYAmt
EOY$1,379,561EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$256,464BOYAmt
EOY$425,732EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$256,464BOYAmt
EOY$425,732EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,716,902BOYAmt
EOY$1,805,293EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$169,268ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$20CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20CurrentTaxYearMinus1YearAmt
Total$40TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$375,017CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$387,517CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$463,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$471,294CurrentTaxYearMinus1YearAmt
Current Tax Year$483,012CurrentTaxYearAmt
Total$2,180,352TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$375,017CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$387,517CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$463,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$471,314CurrentTaxYearMinus1YearAmt
Current Tax Year$483,012CurrentTaxYearAmt
Total$2,180,392TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,180,392PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,920CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,259CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,676CurrentTaxYearMinus1YearAmt
Current Tax Year$488CurrentTaxYearAmt
Total$9,000TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,920CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,259CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,676CurrentTaxYearMinus1YearAmt
Current Tax Year$488CurrentTaxYearAmt
Total$9,000TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$376,937CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$389,174CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$465,791CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$473,990CurrentTaxYearMinus1YearAmt
Current Tax Year$483,500CurrentTaxYearAmt
Total$2,189,392TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99590PublicSupportCY509Pct
Public Support PY5090.99440PublicSupportPY509Pct
Investment Income CY0.00410InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$382,171OtherCostOrOtherBasisAmt
Book Value$382,171BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,304,515OtherCostOrOtherBasisAmt
Depreciation$663,010DepreciationAmt
Book Value$641,505BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,175OtherCostOrOtherBasisAmt
Depreciation$4,175DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,023,676TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
SECURITY DEPOSIT- HEADSTART$12,620
UNAMORTIZED DEBT ISSUANCE COSTS-$36,639
FieldValueIRS element (for citing)
Total Liability-$24,019TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$510,328TotalRevEtcAuditedFinclStmtAmt
Other Revenue$160,614OtherRevenueAmt
Revenue Not Reported$160,614RevenueNotReportedAmt
Revenue Subtotal$349,714RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$349,714TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$341,060TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$160,614OtherExpensesIncludedAmt
Expenses Not Reported$160,614ExpensesNotReportedAmt
Expenses Subtotal$180,446ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$180,446TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:AS REQUIRED BY THE ACCOUNTING STANDARDS CODIFICATION, THE FUND ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FUND HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE. THE FUND BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE FUNDS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. THE FUND HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:BUSINESS RENTAL EXPENSE 160,614.
PART XII, LINE 2D - OTHER ADJUSTMENTS:BUILDING RENTAL EXPENSE 160,614.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6THE BOARD OF TRUSTEES VOLUNTEER THEIR TIME ON THE BOARD
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS A BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE IRS FORM 990 IS PREPARED BY THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT UTILIZING AUDIT WORKPAPERS AS WELL AS CLIENT PREPARED SUPPORTING SCHEDULES. THE FORM 990 IS REVIEWED IN DETAIL WITH MANAGEMENT. THE FORM 990 IS THEN PRESENTED TO THE BOARD WHO REVIEWS IT IN DETAIL. A PERIOD OF TIME IS ALLOTTED FOR QUESTIONS AND COMMENTS. ONCE THAT TIME HAS PASSED THE RETURN IS SIGNED BY AN AUTHORIZED TRUSTEE AND SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, EACH RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW ACOPY OF THE "CONFLICT OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS" POLICY. ANY INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL. ANY CHANGES TO THE POLICY ARE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PERSONS. THE ANNUAL POLICY PROVIDES A SECTION WHEREBY ANY POTENTIAL CONFLICTS AND AFFILIATIONS CAN BE LISTED. THE SIGNED FORMS ARE RETURNED AND A FILE IS MAINTAINED FOR EACH FISCAL YEAR. DURING BOARD MEETINGS, MEMBERS HAVE THE OPPORTUNITY TO DECLARE A CONFLICT AND ABSTAIN FROM VOTING ON ANY ISSUE THAT RELATES TO THE ORGANIZATION WHERE A CONFLICT HAS BEEN DECLARED. ABSTENTIONS AND OBJECTIONS FOR ALL VOTES ARE NOTED IN THE OFFICIAL BOARD MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990'S AND NY CHARITIES REGISTRATION STATEMENTS SHALL BE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC WHO SO REQUESTS. REQUESTS FOR COPIES SHALL BE MADE IN WRITING OR ELECTRONICALLY TO THE ORGANIZATION INDICATING THE NAME AND ADDRESS OF THE REQUESTOR. THE IRS FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. MANAGEMENT HAS REQUESTED A COPY OF THE ORIGINAL FORM 1023 FROM THE IRS VIA FORM 4506-A. FORM 1023 WILL BE AVAILABLE ONCE THE COPY IS RECEIVED.
FORM 990, PART VI LINE 15A & 15B COMPENSATION PROCESSCOMPENSATION PROCESS THERE IS NO CEO, NO EXECUTIVE DIRECTOR NOR ANY TOP MANAGEMENT OFFICIALS WHO ARE PAID; HOWEVER, THE FUND ENTERED INTO A SERVICE AGREEMENT IN A PRIOR YEAR, FOR MANAGEMENT SERVICES INCLUDING BOOKKEEPING PROVIDED BY SIMHS, A DIVISION OF RUMC, FOR $1,000 PER MONTH.
FORM 990, PART XI, LINE 2C ADDITIONAL INFORMATIONFINANCIAL REVIEW PROCESS THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THESE RESPONSIBILITIES ARE THE RESPONSIBILITY OF THE GOVERNING BOARD.

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