HAROLD M SKEETS HERITAGE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD M SKEETS HERITAGE FOUNDATION INC (EIN 75-3142155)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202021919349101242
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T15:42:24-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231682016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E HOWE & CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CHESLEY DR FIRST FLOOR | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190631754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753142155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD M SKEETS HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO HAROLD R HERITAGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD R HERITAGE SR | PersonNm |
| Person Title | Vice Pres, SECY | PersonTitleTxt |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Herbert I Berkowitz | PreparerPersonNm |
| PTIN | P00517879 | PTIN |
| Phone | 6105216556 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,341 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $130 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $5,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $130 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $715 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $31 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $130 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,465 | CashBOYAmt |
| Cash EOY | $23,219 | CashEOYAmt |
| Cash EOYFMV | $23,219 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,992 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,122 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $30,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,341 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,457 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,884 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,341 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,341 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD R HERITAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8568452855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN R HERITAGE SR | ||||||
| 6 BRATTLEBORO ROAD | SWEDESBORO | NJ | 08085 | Pres., TREAS. | 0.00 | $0 |
| HAROLD R HERITAGE SR | ||||||
| 158 W WOLFERT STATION ROAD | MICKLETON | NJ | 08056 | Vice Pres, SECY | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $31,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $1,543 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,543 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,543 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,543 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $2,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,543 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $957 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,073 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,073 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,116 | ExcessFromYear1Amt |
| Excess From Current Year | $957 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HMH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8568452855 | RecipientPhoneNum |
| Form And Info And Materials | TWO PAGE SCHOLARSHIP APPLICATION FORM (INCLUDING LETTER OF RECOMMENDATION, 250 WORD ESSAY, CURRENT & COMPLETE TRANSCRIPT OF GRADES AND A COPY OF LAST SEMESTERS TUITION PAYMENT) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15 TO BE AWARDED BY JANUARY 15 NEXT YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPLOYEE OF HERITAGES DAIRY STORES INC FOR ONE YEAR, WORKED OVER 500 HOURS DURING THE PREVIOUS YEAR AND A CURRENT EMPLOYEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHERINE CONWAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 CARRIAGE HILL CIRCLE | AddressLine1Txt |
| City | MANTUA | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $2,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $715 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| IRS 990 PF EXCISE TAX | $1 |
| NJ ANNUAL REPORT | $30 |