FAITH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FAITH FOUNDATION (EIN 23-7794551)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-02
- IRS object ID
- 202140339349100014
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-02T13:37:38-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232749044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEE BERGVALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 754 | AddressLine1Txt |
| City | WARRINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189760754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237794551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAITH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRETT GRIFFITH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAIT | BusinessNameControlTxt |
| Phone | 2153926273 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 SUMMIT SQUARE CENTER 110 | AddressLine1Txt |
| City | LANGHORNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19047 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT R GRIFFITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2153228100 | PhoneNum |
| Signature | 2021-01-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BERGVALL CPA | PreparerPersonNm |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2021-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,686,783 | 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 | $51,335 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,158 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$338,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,795,490 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,400 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$106,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,297 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,070 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,070 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,515 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $32,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$310,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $331,816 | CashBOYAmt |
| Cash EOY | $156,886 | CashEOYAmt |
| Cash EOYFMV | $156,886 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $354,883 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $274,302 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,677,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,605,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,255,595 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,363,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,037,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,686,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,363,775 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,037,047 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,363,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,037,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,363,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,037,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,363,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$310,579 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,053,196 | SubtotalAmt |
| Other Decreases | $16,149 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,037,047 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $295,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,561,680 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053075 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $285,827 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,766,375 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049568 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $338,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,728,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059138 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $122,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,173,474 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023678 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,146,475 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036416 | DistributionYr5Rt |
| Total Distribution | 0.221875 | TotalDistributionRt |
| Average Distribution | 0.044375 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,516,919 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $244,813 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $246,315 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,005 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,005 | SubtotalAmt |
| Tax Based On Investment Income | $3,005 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $3,065 | TaxDueAmt |
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 |
| 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRETT R GRIFFITH | IndividualWithBooksNm |
| Phone | 2153926273 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 SUMMIT SQUARE CENTER 110 | AddressLine1Txt |
| City | LANGHORNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19047 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HELGA L GRIFFITH | ||||||||
| 13 SUMMIT SQUARE CENTER 110 | LANGHORNE | PA | 19047 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| RICHARD S GRIFFITH JR | ||||||||
| 13 SUMMIT SQUARE CENTER 110 | LANGHORNE | PA | 19047 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SCOTT M GRIFFITH | ||||||||
| 13 SUMMIT SQUARE CENTER 110 | LANGHORNE | PA | 19047 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| BARBARA L BALDWIN | ||||||||
| 13 SUMMIT SQUARE CENTER 110 | LANGHORNE | PA | 19047 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| BRETT R GRIFFITH | ||||||||
| 13 SUMMIT SQUARE CENTER 110 | LANGHORNE | PA | 19047 | TRUSTEE | 000.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,972,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $628,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,600,933 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,600,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,516,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $275,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $275,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,005 | TotalTaxAmt |
| Distributable Before Adj | $272,841 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $272,841 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $272,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $172,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,841 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $17,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $172,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $17,741 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,741 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $83,100 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRIST'S HOME | ||||||
| 800 NORTH YORK RD | WARMINSTER | PA | 18974 | PC | CARE OF SENIORS AND CHILDREN | $30,000 |
| CALVARY CHAPEL OF PHILADELPHIA | ||||||
| 13500 PHILMONT AVE | PHILADELPHIA | PA | 19116 | PC | CHRISTIAN MINISTRY | $60,000 |
| RELIANT MISSION | ||||||
| 11002 LAKE HART DRIVE | ORLANDO | FL | 32832 | PC | CHRISTIAN MINISTRY | $25,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | CHRISTIAN MINISTRY | $30,000 |
| FIELDS OF ABUNDANCE MISSION | ||||||
| PO BOX 87 | PIPERSVILLE | PA | 18947 | PC | CHRISTIAN MINISTRY | $10,000 |
| RIPE FOR HARVEST | ||||||
| PO BOX 487 | MONUMENT | CO | 80132 | PC | CHRISTIAN MINISTRY | $2,000 |
| FREEDOM'S FOUNDATION | ||||||
| 1601 VALLEY FORGE RD | VALLEY FORGE | PA | 19482 | PC | EDUCATION | $10,000 |
| SALVATION ARMY | ||||||
| 4050 CONSHOHOCKEN AVE | PHILADELPHIA | PA | 19131 | PC | CHRISTIAN MINISTRY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,158 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$338,211 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $2,400 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$159,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,400 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$157,514 | 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 | DEED OF TRUST OF SCOTT GRIFFITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 OLD JACKSONVILLE ROAD | AddressLine1Txt |
| City | IVYLAND | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18974 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $51,335 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 232 SH VANGUARD MID-CAP INDEX | NoncashPropertyDesc |
| Fair Market Value | $51,335 | FairMarketValueAmt |
| Received | 2019-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PERSHING-SEE ATTACHED | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $1,795,490 | GrossSalesPriceAmt |
| Basis | $2,133,701 | BasisAmt |
| Total Net | -$338,211 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING MUTUAL FUND, AS ATTACHED | $4,268,465 | $4,837,167 |
| PERSHING ET, AS ATTACHED | $337,394 | $418,428 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $16,149 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| PA REGISTRATION FEES | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $2,400 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $27,070 | Amt |
| Net Investment Income | $27,070 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $2,515 | Amt |
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