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MERION FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MERION FOUNDATION (EIN 20-5374661)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349105988
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T14:26:56-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232194268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOOLARD KRAJNIK MASCIANGELO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 W WELSH POOL ROADAddressLine1Txt
CityEXTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205374661EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MERION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERIBusinessNameControlTxt
Phone6106641267PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVENUEAddressLine1Txt
CityMERION STATIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES ETTLESONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6106641267PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastETTLESONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK LOUGHRYPreparerPersonNm
PTINP01444525PTIN
Phone6103635200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,248,640FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Gross Rents Rev And Expnss$39,400GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$39,400GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$39,400GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$16,398NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$10,450OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$10,450OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$49,850TotalRevAndExpnssAmt
Total Net Invst Incm$39,400TotalNetInvstIncmAmt
Total Adj Net Incm$49,850TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,495OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$997OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$997OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$498OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$11,365InterestRevAndExpnssAmt
Interest Net Invst Incm$7,577InterestNetInvstIncmAmt
Interest Adj Net Incm$7,577InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$3,788InterestDsbrsChrtblAmt
Taxes Rev And Expnss$398TaxesRevAndExpnssAmt
Taxes Net Invst Incm$265TaxesNetInvstIncmAmt
Taxes Adj Net Incm$265TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$133TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$37,161DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$37,161DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$37,161DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$40,479OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,653OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$34,653OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,826OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$90,898TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$80,653TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,245TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,898TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80,653TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$80,653TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,245TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,048ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,438CashBOYAmt
Cash EOY$46,476CashEOYAmt
Cash EOYFMV$46,476CashEOYFMVAmt
Acct Rcvbl$25,110AcctRcvblAmt
Acct Rcvbl BOY$12,040AcctRcvblBOYAmt
Acct Rcvbl EOY$25,110AcctRcvblEOYAmt
Land Bldg Equip Cost Or Other Bss$1,341,686LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$139,522LandBldgEquipAccumDeprecAmt
Land BOY$1,239,325LandBOYAmt
Land EOY$1,202,164LandEOYAmt
Land EOYFMV$1,202,164LandEOYFMVAmt
Total Assets BOY$1,261,803TotalAssetsBOYAmt
Total Assets EOY$1,273,750TotalAssetsEOYAmt
Total Assets EOYFMV$1,248,640TotalAssetsEOYFMVAmt
Other Liabilities BOY$225,763OtherLiabilitiesBOYAmt
Other Liabilities EOY$278,758OtherLiabilitiesEOYAmt
Total Liabilities BOY$225,763TotalLiabilitiesBOYAmt
Total Liabilities EOY$278,758TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,036,040NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$994,992NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,036,040TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$994,992TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,261,803TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,273,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,036,040TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,048ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$994,992SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$994,992TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOLETTE SPEAKMAN BANNAN MGRIndividualWithBooksNm
Phone6106441267PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVENUEAddressLine1Txt
CityMERIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJAMES ETTELSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVEAddressLine1Txt
CityMERIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHARITABLE DONATIONS TO COMMUNITY SOCIAL SERVICEORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,459AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,459TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,459AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$427CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,032NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,402MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,245ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,245QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,245AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,188ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,664ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$41,852TotalExcessDistributionCyovAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$41,852TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$12,188ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$29,664ExcessDistriCyovToNextYrAmt
Excess From Year4$12,000ExcessFromYear4Amt
Excess From Year3$17,664ExcessFromYear3Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$741Year1Amt
Year2$1,612Year2Amt
Year3$0Year3Amt
Total$2,353TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$630Year1Amt
Year2$1,370Year2Amt
Year3$0Year3Amt
Total$2,000TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$10,245CurrentYearAmt
Year1$14,876Year1Amt
Year2$19,399Year2Amt
Year3$17,664Year3Amt
Total$62,184TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$10,245CurrentYearAmt
Year1$14,876Year1Amt
Year2$19,399Year2Amt
Year3$17,664Year3Amt
Total$62,184TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year2$31,371Year2Amt
Year3$36,806Year3Amt
Total$68,177TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$935CurrentYearAmt
Year1$641Year1Amt
Year2$1,075Year2Amt
Year3$665Year3Amt
Total$3,316TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMERION COMMUNITY ASSOCIATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVENUEAddressLine1Txt
CityMERIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6106641267RecipientPhoneNum
Form And Info And MaterialsLETTER STATING NEED AND PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLOWER MERION COMMUNITY NON-PROFIT ORGANIZATIONS ONLYRestrictionsOnAwardsTxt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$16,398ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCd
CATERER FEES$45016
OTHER INCOME$10,00016

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$10,450UnrelatedBusinessTaxblIncmAmt
Exclusion$16,398ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,848TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (14 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BALA CYNWYD BUILDING2016-12-31$1,056,911$81,300SL39.000000000000$27,100$27,100$27,100
BATHROOM IMPROVEMENTS2017-09-22$42,937$2,477SL39.000000000000$1,101$1,101$1,101
DECK2017-12-07$19,421$1,037SL39.000000000000$498$498$498
DRAPES2017-08-31$10,865$5,070SL5.000000000000$2,173$2,173$2,173
HVAC2017-11-30$21,950$1,173SL39.000000000000$563$563$563
KITCHEN IMPROVEMENTS2017-11-20$8,844$473SL39.000000000000$227$227$227
LAND IMPROVEMENTS2017-04-26$21,086$3,749SL15.000000000000$1,406$1,406$1,406
PAINTING2017-12-06$32,734$1,748SL39.000000000000$839$839$839
PLUMBING2017-10-10$10,042$578SL39.000000000000$257$257$257
ROOF IMPROVEMENTS2017-11-22$8,550$456SL39.000000000000$219$219$219
CARPENTRY IMPROVEMENTS2017-08-29$27,523$1,647SL39.000000000000$706$706$706
ELECTRICAL IMPROVEMENTS2017-12-06$4,373$233SL39.000000000000$112$112$112
DECK2018-07-16$59,750$2,170SL39.000000000000$1,532$1,532$1,532
ROOF TOP A/C UNIT WITH GAS HEAT2019-06-14$16,700$250SL39.000000000000$428$428$428

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (14 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BALA CYNWYD BUILDING$1,056,911$108,400$948,511$948,511
BATHROOM IMPROVEMENTS$42,937$3,578$39,359$39,359
DECK$19,421$1,535$17,886$17,886
DRAPES$10,865$7,243$3,622$3,622
HVAC$21,950$1,736$20,214$20,214
KITCHEN IMPROVEMENTS$8,844$700$8,144$8,144
LAND IMPROVEMENTS$21,086$5,155$15,931$15,931
PAINTING$32,734$2,587$30,147$30,147
PLUMBING$10,042$835$9,207$9,207
ROOF IMPROVEMENTS$8,550$675$7,875$7,875
CARPENTRY IMPROVEMENTS$27,523$2,353$25,170$25,170
ELECTRICAL IMPROVEMENTS$4,373$345$4,028$4,028
DECK$59,750$3,702$56,048$56,048
ROOF TOP A/C UNIT WITH GAS HEAT$16,700$678$16,022$16,022

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UTILITIES$8,919$5,946$5,946$2,973
WATER$1,326$884$884$442
TELEPHONE$1,320$880$880$440
GENERAL SUPPLIES$912$608$608$304
INSURANCE$5,000$3,333$3,333$1,667
CAPITAL IMPROVEMENTS$3,324$3,324$3,324$0
REPAIR AND MAINTENANCE$18,876$18,876$18,876$0
OFFICE$802$802$802$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CATERER FEES$450$450
OTHER INCOME$10,000$10,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
BMT LOAN$210,758$209,903
DEPOSITS$8,800$17,450
SECURITY DEPOSIT$6,205$6,505
SBA LOAN$0$44,900

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVERTISINGCategoryTxt
Amt$1,495Amt
Net Investment Income$997NetInvestmentIncomeAmt
Adjusted Net Income$997AdjustedNetIncomeAmt
Disbursements Charitable Prps$498DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryBUSINESS TAXESCategoryTxt
Amt$398Amt
Net Investment Income$265NetInvestmentIncomeAmt
Adjusted Net Income$265AdjustedNetIncomeAmt
Disbursements Charitable Prps$133DisbursementsCharitablePrpsAmt

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