SNAVE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SNAVE FOUNDATION (EIN 23-6928009)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-01
- IRS object ID
- 202110919349100001
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-01T07:57:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236928009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNAVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNAV | BusinessNameControlTxt |
| Phone | 6178721688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 ENGLEWOOD RD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN DURANT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6178721688 | PhoneNum |
| Signature | 2021-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | DURANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | 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 | 2020 | 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 | $10,800,503 | 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 | $223,222 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $415,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $694,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $471,292 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,869 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $523,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $519,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $171,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $470,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,052 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,478,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,642,405 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,768,451 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,503,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,674,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,800,503 | 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 | $7,503,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,674,457 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,503,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,674,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,503,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,674,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,503,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $171,306 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,674,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,674,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF UNITS FROM CONSOLIDATED FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2020-12-15 | SoldDt |
| Gross Sales Price | $415,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $300,051 | CostOrOtherBasisAmt |
| Gain Or Loss | $114,949 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $114,949 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,128 | 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 | $6,128 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $415 | TaxDueAmt |
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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | THE TREASURER | IndividualWithBooksNm |
| Phone | 6178721688 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 ENGLEWOOD RD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| PETER A EVANS | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | SEC/EXECUTIVE TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALLISON COOPER | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EVAN KRAVITZ | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACQUELINE DURANT | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE EFF. 06/2020 | 1.00 | $0 | $0 | $0 |
| JENNIFER KRAVITZ | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE UNTIL 06/2020 | 1.00 | $0 | $0 | $0 |
| ERIK REMSEN | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE/GRANTS CHAIR EFF. 06/2020 | 1.00 | $0 | $0 | $0 |
| CLAIRE DURANT NEEDHAM | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE UNTIL 06/2020 | 1.00 | $0 | $0 | $0 |
| BRIAN DURANT | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE/TREASURER | 1.00 | $0 | $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 | $9,468,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,593,645 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,593,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $464,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,129,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $456,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $456,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,543 | TotalTaxAmt |
| Distributable Before Adj | $449,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $449,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $449,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $519,992 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $519,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $519,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $449,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $88,086 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $26,624 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $519,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $449,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,083 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $184,793 | 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 | $184,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $88,086 | ExcessFromYear3Amt |
| Excess From Year1 | $26,624 | ExcessFromYear1Amt |
| Excess From Current Year | $70,083 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABINGTON HEALTH FOUNDATION | |||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | PC | GENERAL PURPOSE | $2,000 | |
| AES EDUCATIONAL FOUNDATION | |||||||
| 132 EAST 43RD STREET SUITE 405 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $50,000 | |
| ALL DORCHESTER SPORTS LEAGUE | |||||||
| 1565 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | PC | GENERAL PURPOSE | $1,000 | |
| ARCH STREET MEETING HOUSE PRESERVATION TRUST | |||||||
| 320 ARCH STREET | PHILADELPHIA | PA | 19106 | PC | ARCH STREET MEETING HOUSE PRESERVATION | $5,000 | |
| BREAD LOAF SCHOOL OF ENGLISH | |||||||
| 75 FRANKLIN STREET | MIDDLEBURY | VT | 05753 | PC | WHAT'S THE STORY PROGRAM | $28,500 | |
| BROAD STREET MINISTRY | |||||||
| 315 SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | PC | GENERAL PURPOSE | $2,000 | |
| CAMPAIGN ZERO | |||||||
| 10 LIBERTY ST NO 38D | NEW YORK | NY | 10005 | PC | GENERAL PURPOSE | $2,000 | |
| CARING FOR FRIENDS | |||||||
| 12271 TOWNSEND ROAD | PHILADELPHIA | PA | 191541288 | PC | GENERAL PURPOSE | $2,000 | |
| CHARITY WATER | |||||||
| 40 WORTH STREET SUITE 829 | NEW YORK | NY | 10013 | PC | GENERAL PURPOSE | $1,000 | |
| CLIMATE JUSTICE ALLIANCE | |||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | PC | GENERAL PURPOSE | $4,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | PC | GENERAL PURPOSE | $2,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | GENERAL PURPOSE | $4,000 | |
| FRIENDS CENTER FOR CHILDREN | |||||||
| 227 EAST GRAND AVENUE | NEW HAVEN | CT | 06513 | PC | EMOTIONAL WELLBEING PROGRAM | $40,000 | |
| FRIENDS SCHOOL HAVERFORD | |||||||
| 851 BUCK LANE | HAVERFORD | PA | 19041 | PC | GENERAL PURPOSE | $5,000 | |
| GERMANTOWN FRIENDS SCHOOL | |||||||
| 31 W COULTER STREET | PHILADELPHIA | PA | 19144 | PC | RENOVATION AND EXPANSION OF PRESCHOOL CLASSROOMS | $1,000 | |
| GROW DAT YOUTH FARM | |||||||
| 150 ZACHARY TAYLOR DRIVE | NEW ORLEANS | LA | 70124 | PC | GENERAL PURPOSE | $1,000 | |
| HOPE CENTER RESOURCES | |||||||
| PO BOX 24242 | SEATTLE | WA | 98124 | PC | GENERAL PURPOSE | $1,000 | |
| HAVEN'S HARVEST | |||||||
| 225 EAST GRAND AVENUE | NEW HAVEN | CT | 06513 | PC | GENERAL PURPOSE | $2,000 | |
| JENKINTOWN FOOD CUPBOARD INC | |||||||
| 328 SUMMIT AVENUE | JENKINTOWN | PA | 19046 | PC | GENERAL PURPOSE | $4,000 | |
| KEXP | |||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | PC | GENERAL PURPOSE | $1,000 | |
| LET'S GROW KIDS | |||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | PC | GENERAL PURPOSE | $2,000 | |
| LOUIS D BROWN PEACE INSTITUTE | |||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | PC | GENERAL PURPOSE | $1,000 | |
| LOVIN' SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVENUE | BOSTON | MA | 02134 | PC | GENERAL PURPOSE | $2,000 | |
| MIDDLEBURY AREA LAND TRUST | |||||||
| PO BOX 804 | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $1,000 | |
| MIDDLEBURY COMMUNITY MUSIC CENTER | |||||||
| 6 MAIN STREET | MIDDLEBURY | VT | 05753 | PC | SCHOLARSHIP PROGRAM | $71,008 | |
| MOTOR CITY GROUNDS CREW | |||||||
| 17217 WYOMING STREET | DETROIT | MI | 48221 | PC | GENERAL PURPOSE | $2,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL PURPOSE | $2,000 | |
| NEWTOWN FRIENDS SCHOOL | |||||||
| 1450 NEWTOWN-LANGHORNE ROAD | NEWTOWN | PA | 18940 | PC | GENERAL PURPOSE | $50,000 | |
| ONE VIBE AFRICA VIA OMPRAKASH FOUNDATION | |||||||
| 2311 N 45TH ST | SEATTLE | WA | 98103 | PC | GENERAL PURPOSE | $2,000 | |
| PANTHERA | |||||||
| ATTENTION BUSINESS DEVELOPMENT 8 | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $1,000 | WEST 40TH STREET 18TH FLOOR |
| PHILABUNDANCE | |||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | PC | GENERAL PURPOSE | $2,000 | |
| PHILADELPHIA FUTURES | |||||||
| 123 SOUTH BROAD STREET SUITE 850 | PHILADELPHIA | PA | 19109 | PC | GENERAL PURPOSE | $5,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | |||||||
| EAKINS HOUSE 1727-29 MOUNT VERNON | PHILADELPHIA | PA | 19130 | PC | GENERAL PURPOSE | $2,000 | ST |
| QUAKER VOLUNTARY SERVICE | |||||||
| PO BOX 8240 | ATLANTA | GA | 31106 | PC | GENERAL PURPOSE | $50,000 | |
| REACH EDUCATION INC | |||||||
| 300 M STREET SE SUITE 803 | WASHINGTON | DC | 20003 | PC | THE REACH FELLOWSHIP, PROGRAM EXPANSION | $2,000 | |
| REBUILDING TOGETHER PHILADELPHIA | |||||||
| 4355 ORCHARD ST | PHILADELPHIA | PA | 19124 | PC | GENERAL PURPOSE | $2,500 | |
| RUTLAND AREA NAACP | |||||||
| PO BOX 311 | WALLINGFORM | VT | 05773 | PC | GENERAL PURPOSE | $500 | |
| SOUTHERN CENTER FOR HUMAN RIGHTS | |||||||
| 60 WALTON STREET NW | ATLANTA | GA | 303032149 | PC | GENERAL PURPOSE | $1,000 | |
| THE FIARIA PROJECT INC | |||||||
| 68 HILLSIDE AVENUE | DOYLESTOWN | PA | 18901 | PC | GENERAL PURPOSE | $2,000 | |
| THE MUSEUM SCHOOL FOUNDATION | |||||||
| 923 FORREST BOULEVARD | DECATUR | GA | 30030 | PC | GENERAL PURPOSE | $6,000 | |
| THE QUAKER SCHOOL AT HORSHAM | |||||||
| 250 MEETINGHOUSE ROAD | HORSHAM | PA | 19044 | PC | GENERAL PURPOSE | $45,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 021141101 | PC | THOMAS S. DURANT, MD, FELLOWSHIP | $500 | |
| URBANARIAS | |||||||
| 1322 N ADAMS CT | ARLINGTON | VA | 22201 | PC | GENERAL PURPOSE | $1,000 | |
| VALLEY FORGE EDUCATIONAL SERVICES | |||||||
| 1777 NORTH VALLEY ROAD | MALVERN | PA | 19355 | PC | GENERAL PURPOSE | $40,000 | |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | PC | GENERAL PURPOSE | $2,000 | |
| VERMONT LAND TRUST | |||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | PC | GENERAL PURPOSE | $1,000 | |
| WILLIAM PENN CHARTER SCHOOL | |||||||
| 3000 W SCHOOL HOUSE LN | PHILADELPHIA | PA | 19144 | PC | COLLEGE PREP | $55,000 | |
| WOLF CONSERVATION CENTER | |||||||
| PO BOX 421 | SOUTH SALEM | NY | 10590 | PC | GENERAL PURPOSE | $1,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,008 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $471,292 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $471,292 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF J MORRIS EVANS SR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WALTER EVANS EXECUTOR 8417 STEN | AddressLine1Txt |
| City | WYNDMOOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $223,222 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $464,611 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $9,593,6362. 1.5% OF LINE 1: $143,9053. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $516,579 (2017), 412,755 (2018), AND 464,500 (2019) FOR AN AVERAGE OF $464,611 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FFC CONSOLIDATED FUND | AT COST | $7,624,271 | $10,753,899 |
| VANGUARD | AT COST | $18,134 | $14,552 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINSTRATIVE FEES | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $115 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTANT | $3,500 | $0 | $3,500 |
| INVESTMENT MANAGEMENT | $600 | $600 | $0 |
| LEGAL | $2,000 | $0 | $2,000 |
| WEBSITE DEVELOPMENT | $2,369 | $0 | $2,369 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,616 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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