FORNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FORNEY FAMILY FOUNDATION INC (EIN 23-7079172)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-02-23
- IRS object ID
- 202210549349100206
- Schema version
- 2021v4.0
- 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 Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-23T06:41:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 G Forney | PersonNm |
| Person Title | Treasurer Secretary | PersonTitleTxt |
| Foreign Phone | 3036533475 | ForeignPhoneNum |
| Signature | 2022-02-23 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $283,993 | 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 | $22,357 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,793 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,369 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $235 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $68 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $68 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,086 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,086 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,898 | CashBOYAmt |
| Cash EOY | $60,193 | CashEOYAmt |
| Cash EOYFMV | $60,193 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,153 | 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 | $180,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $221,647 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $312,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $208,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $283,993 | 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 | $312,936 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $208,501 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $312,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $208,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $312,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $208,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $312,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,435 | ExcessRevenueOverExpensesAmt |
| Subtotal | $208,501 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $208,501 | 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 - Corteva Common Stock 900 Shares | $38,461 | $0 | $33,233 | $5,228 | $5,228 |
| Publicly Traded Securities - Corteva Common Stock 494.410 Shares | $21,129 | $0 | $5,903 | $15,226 | $15,226 |
| Publicly Traded Securities - Corteva Common Stock 213.59 Shares | $9,128 | $0 | $1,789 | $7,339 | $7,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,793 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,228 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $491 | 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 | $491 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $491 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 Unit D | AddressLine1Txt |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Dale Forney | ||||||||
| PO Box 549 | Unionville | PA | 19375 | President | 1.00 | $0 | $0 | $0 |
| Marilyn G Forney | ||||||||
| PO Box 549 | Unionville | PA | 19375 | Vice President | 1.00 | $0 | $0 | $0 |
| Gerald Glenn Forney | ||||||||
| PO Box 181340 | Denver | CO | 80218 | Treasurer Secretary | 2.00 | $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 | $266,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $332,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $332,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $327,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $491 | TotalTaxAmt |
| Distributable Before Adj | $15,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,862 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,086 | 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 | $162,086 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,213 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,376 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $305,305 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $173,676 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $479,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,080,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $146,224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,226,468 | 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 | $27,213 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,199,255 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,376 | ExcessFromYear4Amt |
| Excess From Year3 | $305,305 | ExcessFromYear3Amt |
| Excess From Year2 | $173,676 | ExcessFromYear2Amt |
| Excess From Year1 | $479,674 | ExcessFromYear1Amt |
| Excess From Current Year | $146,224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| St Michael Lutheran Church | |||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | 509a1 | General operating suppot | $20,100 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $4,000 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,000 | |
| Kennett Library Foundation | |||||||
| PO Box 730 | Kennett Square | PA | 19348 | 509a1 | General operating support | $4,000 | |
| Kennett Library Foundation | |||||||
| PO Box 730 | Kennett Square | PA | 19348 | 509a1 | General operating support | $2,000 | |
| St Michael Lutheran Church | |||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | 509a1 | General operating support | $7,500 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,000 | |
| Brandywine Conservancy | |||||||
| PO Box 141 | Chadds Ford | PA | 19317 | 509a1 | General operating support | $1,000 | |
| Chester Cty Boy Scouts | |||||||
| PO Box 1179 | Exton | PA | 19341 | 509a1 | General operating support | $500 | |
| Friends Home Kennett | |||||||
| 147 West State Street | Kennett Square | PA | 19348 | 509a1 | General operating support | $500 | |
| Hagley Museum | |||||||
| PO Box 3630 | Wilmington | DE | 19807 | 509a1 | General operating support | $500 | |
| Salvation Army | |||||||
| PO Box C-635 | West Nyack | NY | 10994 | 509a1 | General operating support | $1,000 | |
| Arden Club | |||||||
| 2126 The Highway | Arden | DE | 19810 | 509a1 | General operating support | $500 | |
| Family Promise SoChesCo | |||||||
| 1156 West Baltimore Pike | Kennett Square | PA | 19348 | 509a1 | General operating support | $1,000 | |
| Habitat for Humanity | |||||||
| PO Box 1452 | Coatesville | PA | 19320 | 509a1 | General operating support | $500 | |
| McClean Cty Historical Soc | |||||||
| PO Box 34 | Calhoun | KY | 42327 | 509a1 | General operating support | $500 | |
| Operation Bootstrap | |||||||
| 625 Fourth Avenue South | Minneapolis | MN | 55415 | 509a1 | General operating support | $1,000 | |
| Purdue Foundation | |||||||
| 403 West Wood Street | West Lafayette | IN | 47906 | 509a2 | General operating support | $1,000 | |
| Society of the Sigma Xi | |||||||
| PO Box 13975 | Research Triangle | NC | 22709 | 509a1 | General operating support | $500 | |
| Chester Co Historical Soc | |||||||
| 225 North High Street | West Chester | PA | 19380 | 509a1 | General operating support | $200 | |
| Wilmington Drama League | |||||||
| 10 W Lea Blvd | Wilmington | DE | 19802 | 509a1 | General operating support | $1,000 | |
| Kennett Library Foundation | |||||||
| PO Box 730 | Kennett Square | PA | 19348 | 509a1 | General operating support | $1,000 | |
| Stroud Water Research | |||||||
| 970 Spencer Road | Avondale | PA | 19311 | 509a1 | General operating support | $1,000 | |
| Tik Tok Early Learning | |||||||
| 1694 Baltimore Pike | Avondale | PA | 19311 | 509a1 | General operating support | $1,000 | |
| National Parks Foundation | |||||||
| 1500 K Street NW Suite 700 | Washington | DC | 20005 | 509a1 | General operating support | $100 | |
| Metropolitan Museum of Art | |||||||
| 1000 5th Ave | New York | NY | 10028 | 509a1 | General operating support | $110 | |
| Academy of Natural Sciences | |||||||
| 1900 Benjamin Franklin Pkwy | Philadelphia | PA | 19103 | 509a1 | General operating support | $1,000 | |
| World Wildlife Fund | |||||||
| 1250 24th Street N W | Washington | DC | 20037 | 509a1 | General operating support | $100 | |
| Sierra Club | |||||||
| 2101 Webster St Suite 1250 | Oakland | CA | 94612 | 509a1 | General operating support | $100 | |
| Kennett After School | |||||||
| PO Box 1068 | Kennett Square | PA | 19348 | 509a1 | General operating support | $1,000 | |
| Chapel Street Players | |||||||
| PO Box 36 | Newark | DE | 19715 | 509a1 | General operating support | $1,000 | |
| National Academy Engineering | |||||||
| 500 5th St NW | Washington | DC | 22201 | 509a1 | General operating support | $1,000 | |
| Delmarva Boy Scouts | |||||||
| 1910 Baden Powell Way | Dover | DE | 19904 | 509a1 | General operating support | $500 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | DE | 22203 | 509a1 | General operating support | $2,500 | |
| Buck and Doe Trust | |||||||
| PO Box 804 | Unionville | PA | 19375 | 509a1 | General operating support | $40 | |
| Brandywine Conservancy | |||||||
| PO Box 141 | Chadds Ford | PA | 19317 | 509a1 | General operating support | $5,000 | |
| Chesapeake Bay Foundation | |||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | 509a1 | General operating support | $100 | |
| Camp Dreamcatcher | |||||||
| 148 West State Street | Kennett Square | PA | 19348 | 509a1 | General operating support | $5,000 | |
| Green River Union Cemetery | |||||||
| 2228 Threlkel Road | Bowling Green | KY | 42101 | 509a1 | General operating support | $500 | |
| St Michael Lutheran Church | |||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | 509a1 | General operating support | $1,000 | |
| Primitive Hall Foundation | |||||||
| 830 North Chatham Rd | West Grove | PA | 19390 | 509a1 | General operating support | $100 | |
| Fulton County Historical Soc | |||||||
| PO BOX 1031 | Fulton | KY | 42041 | 509a1 | General operating support | $100 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,500 | |
| Avon Grove Charter Sch | |||||||
| 110 State Road | West Grove | PA | 19390 | 509a1 | General operating support | $4,800 | |
| Kennett School District | |||||||
| 100 East South Street | Kennett Square | PA | 19348 | 509a1 | General operating support | $5,000 | |
| Gun Sense USA | |||||||
| P O Box 1314 | Malvern | PA | 19355 | 509a1 | General operating support | $2,500 | |
| Brandywine Soaring | |||||||
| 1235 Newark Rd | Toughkenamon | PA | 19374 | 509a1 | General operating support | $1,000 | |
| Goodwill Industries | |||||||
| 300 Lea Blvd | Wilmington | DE | 19802 | 509a1 | General operating support | $100 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $15,000 | |
| Martin Luther Foundation | |||||||
| 122 Jenners Pond Rd | Jennersville | PA | 19390 | 509a1 | General operating support | $1,000 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,500 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,500 | |
| Operation Bootstrap | |||||||
| 625 Fourth Avenue South | Minneapolis | MN | 55415 | 509a1 | General operating support | $1,000 | |
| Kalmar Nyckel Foundation | |||||||
| 1124 East 7th Street | Wilmington | DE | 19807 | 509a1 | General operating support | $2,120 | |
| Bayshore Center | |||||||
| 2800 High St | Port Norris | NJ | 08349 | 509a1 | General operating support | $1,250 | |
| Unionville Community Fair | |||||||
| 101 E Street Rd | Unionville | PA | 19348 | 509a1 | General operating support | $500 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,500 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,500 | |
| Lutheran Family Services | |||||||
| 700 Light St | Baltimore | MD | 21230 | 509a1 | General operating support | $500 | |
| Lutheran Church Good Shepard | |||||||
| 1530 Foulk Rd | Wilmington | DE | 19803 | 509a1 | General operating support | $100 | |
| Multiple Sclerosis | |||||||
| 733 3rd Avenue | New York | NY | 10017 | 509a1 | General operating support | $500 | |
| Faith Lutheran Church | |||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | 509a1 | General operating support | $2,500 | |
| Nature Conservancy | |||||||
| 4245 North Fairfax Drive | Arlington | VA | 22203 | 509a1 | General operating support | $1,000 | |
| Quaker Hill Preservation | |||||||
| 521 N West St | Wilmington | DE | 19801 | 509a1 | General operating support | $1,000 | |
| Brandywine Red Clay | |||||||
| 1760 Unionville Wawaset Rd | West Chester | PA | 19382 | 509a1 | General operating support | $500 | |
| Greenmore Animal Rescue | |||||||
| 246 Clonmell Upland Road | West Grove | PA | 19390 | 509a1 | General operating support | $500 | |
| HIstoricorps | |||||||
| 300 Union Avenue | Morrison | CO | 80465 | 509a1 | General operating support | $500 | |
| Citizens Climate Education | |||||||
| 1330 Orange Ave 309 | Coronado | CA | 92118 | 509a1 | General operating support | $500 | |
| ACLU Fdn Florida | |||||||
| 4343 W Flagler St Suite 400 | Miami | FL | 33134 | 509a1 | General operating support | $1,000 | |
| Goodwill Industries | |||||||
| 4315 Kirkwood Hwy | Wilmington | DE | 19808 | 509a1 | General operating support | $100 | |
| Colby College | |||||||
| 4120 Mayflower | Waterville | ME | 04901 | 509a1 | General operating support | $500 | |
| University of Delaware | |||||||
| 210 South College Ave | Newark | DE | 19716 | 509a1 | General operating support | $500 | |
| Appalchian Trail Conservancy | |||||||
| PO Box 807 | Harpers Ferry | WV | 25425 | 509a1 | General operating support | $500 | |
| La Communidad Hispanica | |||||||
| 731 West Cypress Street | Kennett Square | PA | 19348 | 509a1 | General operating support | $500 | |
| PoMarLin Fire Company | |||||||
| PO Box 36 | Unionville | PA | 19375 | 509a1 | General operating support | $250 | |
| Kennett Food Cupboard | |||||||
| PO Box 1025 | Kennett Square | PA | 19348 | 509a1 | General operating support | $1,000 | |
| Jefferson Medical College | |||||||
| 125 South Ninth Street | Philadelphia | PA | 19107 | 509a1 | General operating support | $500 | |
| Delaware Theater Company | |||||||
| 200 Water Street | Wilmington | DE | 19801 | 509a1 | General operating support | $500 | |
| Student Organizing | |||||||
| 294 Washington Street | Boston | MA | 02108 | 509a1 | General operating support | $1,000 | |
| Co Coalition Against Assault | |||||||
| PO Box 40350 | Denver | CO | 80204 | 509a1 | General operating support | $1,000 | |
| University of Pennsylvania | |||||||
| 3260 South Street | Philadelphia | PA | 19140 | 509a1 | General operating support | $1,000 | Penn Museum |
| Union of Concerned Scientists | |||||||
| Two Brattle Square | Cambridge | MA | 02138 | 509a1 | General operating support | $500 | |
| ACLU Foundation Colorado | |||||||
| 303 East 17th Avenue | Denver | CO | 80203 | 509a1 | General operating support | $1,000 | |
| Kennett Area Sr Center | |||||||
| 427 S Walnut St | Kennett Square | PA | 19348 | 509a1 | General operating support | $500 | |
| St Michael Lutheran Church | |||||||
| 109 East Doe Run Road | Unionville | PA | 19348 | 509a1 | General operating support | $140 | |
| After the Bell | |||||||
| PO Box 1068 | Kennett Square | PA | 19348 | 509a1 | General operating support | $1,000 | |
| Salvation Army | |||||||
| PO Box C-635 | West Nyack | NY | 10994 | 509a1 | General operating support | $500 | |
| Larimer County Fire Recovery | |||||||
| 525 W Oak St Ste 101 | Fort Collins | CO | 80521 | 509a1 | General operating support | $500 | |
| Cheshire Hunt | |||||||
| 1549 West Doe Run Road | Unionville | PA | 19375 | 509a1 | General operating support | $5,000 | |
| Planned Parenthood Chesco | |||||||
| 8 South Wayne Street | Chester | PA | 19382 | 509a1 | General operating support | $500 | |
| Habitat for Humanity | |||||||
| PO Box 1452 | Coatesville | PA | 19320 | 509a1 | General operating support | $100 | |
| University of Pennsylvania | |||||||
| 3260 South Street | Philadelphia | PA | 19140 | 509a1 | General operating expenses. | $16,076 | Penn Museum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,086 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $8,576 | 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 | $8,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,576 | 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 | PO Box 549 | AddressLine1Txt |
| City | Unionville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,357 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 720 Shares of Chemours Stock | NoncashPropertyDesc |
| Fair Market Value | $22,357 | FairMarketValueAmt |
| Received | 2021-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Express Tax Exempt | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corteva Common Stock 2316 Shares Sold 8-02-21 | $0 | $0 |
| Dow Common Stock 708 Shares Donated to Penn 5-18-2021 | $0 | $0 |
| Dupont Common Stock 708 Shares | $23,595 | $57,192 |
| Verizon Common Stock 2700 Shares | $100,202 | $140,292 |
| Chemours 720 Shares Donated 12-20-2021 | $3,246 | $24,163 |
| Correction to Basis of Chemours Stock Donated | $19,112 | $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 | RLF Services | CategoryTxt |
| Legal Fees | $235 | LegalFeesAmt |
| Net Investment Income | $235 | 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 G Forney | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS | $647 | $647 | $0 | $0 |
| Delaware Franchise | $25 | $25 | $0 | $0 |
Comments