BLANCHARD FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BLANCHARD FAMILY FOUNDATION (EIN 23-3010655)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2019-12-11
- IRS object ID
- 201923459349100602
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-11T12:31:59-08:00 | ReturnTs |
| Tax Period End | 2019-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tabeling & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 Lancaster Pike | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233010655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANCHARD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAN | BusinessNameControlTxt |
| Phone | 3024790727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 JAN DRIVE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGUERITE BLANCHARD DUNN | PersonNm |
| Person Title | MANAGING MEMBER | PersonTitleTxt |
| Phone | 3024790727 | PhoneNum |
| Signature | 2019-12-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda T Tabeling CPA | PreparerPersonNm |
| PTIN | P00069858 | PTIN |
| Phone | 3029998020 | PhoneNum |
| Preparation | 2019-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,565,753 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $57,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,741 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $57,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,741 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $770 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,874 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,249 | CashBOYAmt |
| Cash EOY | $5,949 | CashEOYAmt |
| Cash EOYFMV | $5,949 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $1,160 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $760 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $760 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $884,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $862,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,559,044 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $896,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $869,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,565,753 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $896,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $869,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $896,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $869,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $896,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $869,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $896,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,126 | ExcessRevenueOverExpensesAmt |
| Subtotal | $870,359 | SubtotalAmt |
| Other Decreases | $1,309 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $869,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 28 SHARES FRONTIER | P | 2010-01-22 | 2019-06-12 | $44 | $0 | $2,993 | -$2,949 | $0 | $0 | $0 | -$2,949 |
| 800 SHARES GENERAL ELECTRIC | P | 2008-11-04 | 2019-06-12 | $8,083 | $0 | $16,796 | -$8,713 | $0 | $0 | $0 | -$8,713 |
| 1125 PACCAR | P | 1999-08-26 | 2019-06-12 | $12,012 | $0 | $1,924 | $10,088 | $0 | $0 | $0 | $10,088 |
| WABTEC CORP SPINOFF FROM GE | P | 2008-11-04 | 2019-02-26 | $267 | $0 | $15 | $252 | $0 | $0 | $0 | $252 |
| DOW INC SPINOFF | P | 2010-01-22 | 2019-04-04 | $20 | $0 | $7 | $13 | $0 | $0 | $0 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,184 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,648,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,361 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,680,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046627 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,389 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,562,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,464 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,578,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,386 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,520,194 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044327 | DistributionYr5Rt |
| Total Distribution | 0.234429 | TotalDistributionRt |
| Average Distribution | 0.046886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,607,442 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,367 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $559 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$760 | OriginalReturnOverpaymentAmt |
| Overpayment | $201 | OverpaymentAmt |
| Applied To ES Tax | $201 | AppliedToESTaxAmt |
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 | false | 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 | 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 | MARGUERITE DUNN | IndividualWithBooksNm |
| Phone | 3024790727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 JAN DRIVE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ELWOOD P BLANCHARD JR | ||||||||
| PO BOX 622 | MENDENHALL | PA | 19357 | MEMBER | 0.00 | $0 | $0 | $0 |
| BARBARA D BLANCHARD | ||||||||
| PO BOX 622 | MENDENHALL | PA | 19357 | MEMBER | 0.00 | $0 | $0 | $0 |
| BARBARA BLANCHARD LEWIS | ||||||||
| 494 COTE HILL ROAD | MORRISVILLE | VT | 05661 | MEMBER | 0.00 | $0 | $0 | $0 |
| MARGUERITE DUNN | ||||||||
| 1411 JAN DRIVE | Wilmington | DE | 19803 | MEMBER | 0.00 | $0 | $0 | $0 |
| ELWOOD NEAL BLANCHARD | ||||||||
| 100 COSSART ROAD | CHADDS FORD | PA | 19317 | MEMBER | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,590,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,631,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,631,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,607,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,372 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,372 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $559 | TotalTaxAmt |
| Distributable Before Adj | $79,813 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,813 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $559 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,674 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,674 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $326 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $326 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $326 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $79,487 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELWOOD P BLANCHARD JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGUERITE DUNN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 JAN DRIVE | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3024790727 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE SPECIFIED | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501 C(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INSPIRE S-VE INC | ||||||
| PO BOX 600 | SPENCER | NY | 14883 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $3,000 |
| HOUR CHILDREN INC | ||||||
| 36-11A 12TH STREET | LONG ISLAND CITY | NY | 11106 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $3,000 |
| CHAUTAUQUA LAKE ASSOCIATION | ||||||
| 429 E TERRACE AVE | LAKEWOOD | NY | 14750 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $4,500 |
| CHAUTAUQUA WATERSHED CONSERVANCY INC | ||||||
| 413 NORTH MAIN STREET | JAMESTOWN | NY | 14701 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $2,250 |
| GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL INC | ||||||
| 501 SOUTH COLLEGE AVE | NEWARK | DE | 19713 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $6,000 |
| HABITAT FOR HUMANITY | ||||||
| 1920 HUTTON STREET | WILMINGTON | DE | 19802 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| MENTAL HEALTH ASSOCIATION IN DELAWARE | ||||||
| 100 WEST 10TH ST STE 600 | WILMINGTON | DE | 19801 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $3,000 |
| FOOD BANK OF DELAWARE | ||||||
| 14 GARFIELD WAY | NEWARK | DE | 19713 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| NAMI-DE | ||||||
| 2400 W 14TH ST | WILMINGTON | DE | 19805 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $3,000 |
| NATIVITY PREPARATORY SCHOOL | ||||||
| 1515 LINDEN STREET | WILMINGTON | DE | 19805 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| PROVIDENCE HOUSE | ||||||
| 703 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $3,000 |
| LAMOILLE FAMILY CENTER | ||||||
| 480 CADYS FALLS ROAD | MORRISVILLE | VT | 05661 | 501C(3) | UNRESTRICED TO SUPPORT OPERATIONS | $9,500 |
| UNITED WAY OF LAMOILLE COUNTY | ||||||
| 20 MORRISVILLE PLAZA STE B | MORRISVILLE | VT | 05661 | 501C(3) | UNRESTRICED TO SUPPORT OPERATIONS | $1,750 |
| Planned Parenthood of South East | ||||||
| 1144 Locust Street | Philadelphia | PA | 19107 | 501C (3) | UNRESTRICED TO SUPPORT OPERATIONS | $2,000 |
| Lamoille Community Food Share | ||||||
| 221 MAIN ST | Hyde Park | VT | 05655 | 501C (3) | UNRESTRICED TO SUPPORT OPERATIONS | $2,000 |
| Serviam Girls ACAD | ||||||
| 14 Halcyon Drive | New Castle | DE | 19720 | 501C (3) | UNRESTRICED TO SUPPORT OPERATIONS | $5,000 |
| Campaign 2020 Rock Hall Fire Department | ||||||
| 21500 Rock Hall Ave | Rock Hall | MD | 21661 | 501C(3) | UNRESTRICED TO SUPPORT OPERATIONS | $12,500 |
| Special Olympics | ||||||
| 619 College Ave | Newark | DE | 19716 | 501c(3) | UNRESTRICED TO SUPPORT OPERATIONS | $3,250 |
| Athletes Without Limits | ||||||
| 740 NE 3rd Street Ste3 322 | Bend | OR | 97701 | 501c(3) | UNRESTRICED TO SUPPORT OPERATIONS | $750 |
| Mary Campbell Center | ||||||
| 4641 Weldin Road | Wilmington | DE | 19803 | 501c(3) | UNRESTRICED TO SUPPORT OPERATIONS | $1,000 |
| Garfield Center of the Arts | ||||||
| 210 High Street | Chester Town | MD | 21620 | 501c(3) | UNRESTRICED TO SUPPORT OPERATIONS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,741 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,434 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TABELING & CO TAX PREPARATION fye 17 | CategoryTxt |
| Amt | $1,000 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $862,341 | EOYBookValueAmt |
| EOYFMV | $1,559,044 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSSES ON STOCK SALES | Desc |
| Amt | $1,309 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| POSTAGE | $2 | $2 |
| BANK FEE | $95 | $95 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DELAWARE EXCISE TAX | ||
| FEDERAL TAX-balance fye17 | $770 | $770 |
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