HAROLD C SMITH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD C SMITH FOUNDATION (EIN 47-1491651)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202021969349100042
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T14:10:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133573805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARASH FRIEDMAN FRIEDBERG & ADASKO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 471491651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD C SMITH FOUNDATION TO PROMOTE | BusinessNameLine1Txt |
| Business Name Line2 | CHRISTIANITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 7327740870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WORTH STREET NO 1053 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN STAM | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 9145571950 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY PERSAMPIERI | PreparerPersonNm |
| PTIN | P00292455 | PTIN |
| Phone | 2126964600 | 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 | $83,634,267 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $74,754,181 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,020,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,020,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$220,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,451,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $123,170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $123,170 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $75,677,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,143,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,160 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,024 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,298 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,412 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $72,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $94,154 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $711 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $277,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $171,809 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $826,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,364,891 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,364,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,191,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,364,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,485,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $968,615 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,703,365 | CashBOYAmt |
| Cash EOY | $3,606,718 | CashEOYAmt |
| Cash EOYFMV | $3,606,718 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,447 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses EOY | $12,435 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,435 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,199,617 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,167,162 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,414,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,484,917 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,038,263 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,363,035 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,778,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,271,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,634,267 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,926 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $74 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,926 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,771,738 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,257,421 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,771,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,257,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,778,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,271,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,771,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,485,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,257,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,257,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (133 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC. VAR 20**CALLED** @100 EFF: 12/10/2019 | P | 2018-03-21 | 2019-12-10 | $250,000 | $250,000 | $0 | $0 |
| MORGAN STANLEY 2.375%XXX**MATURED** | P | 2017-09-19 | 2019-07-23 | $250,000 | $250,000 | $0 | $0 |
| SHELL INTERNTNL 4.3%XXX**MATURED** | P | 2018-03-22 | 2019-09-22 | $250,000 | $250,000 | $0 | $0 |
| APPLE INC | P | 2017-03-21 | 2019-09-18 | $166,026 | $105,949 | $60,077 | $60,077 |
| APPLE INC | P | 2017-03-21 | 2019-09-18 | $77,479 | $49,443 | $28,036 | $28,036 |
| APPLE INC | P | 2017-03-21 | 2019-09-18 | $44,274 | $28,253 | $16,021 | $16,021 |
| APPLE INC | P | 2017-03-21 | 2019-09-18 | $44,274 | $28,253 | $16,021 | $16,021 |
| APPLE INC | P | 2017-03-21 | 2019-07-11 | $363,961 | $254,277 | $109,684 | $109,684 |
| APPLE INC | P | 2017-03-21 | 2019-07-11 | $101,100 | $70,633 | $30,467 | $30,467 |
| APPLE INC | P | 2017-03-21 | 2019-07-11 | $217,366 | $151,860 | $65,506 | $65,506 |
| APPLE INC | P | 2017-03-21 | 2019-07-11 | $45,495 | $31,785 | $13,710 | $13,710 |
| ARCOSA INC 00500 | P | 2016-08-12 | 2019-07-11 | $12,049 | $6,435 | $5,614 | $5,614 |
| ARCOSA INC 00500 | P | 2016-08-12 | 2019-07-11 | $1,194 | $629 | $565 | $565 |
| ARCOSA INC 00500 | P | 2016-08-19 | 2019-07-11 | $1,206 | $678 | $528 | $528 |
| ARCOSA INC 00500 | P | 2016-09-16 | 2019-07-11 | $9,649 | $5,128 | $4,521 | $4,521 |
| AUTODESK INC | P | 2018-12-07 | 2019-12-09 | $2,535 | $1,914 | $621 | $621 |
| ALLERGAN PLC F | P | 2019-07-22 | 2019-12-09 | $10,423 | $9,127 | $1,296 | $1,296 |
| ALLERGAN PLC F | P | 2019-07-22 | 2019-11-26 | $4,986 | $4,400 | $586 | $586 |
| AIR LIQUIDE FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | P | 2018-06-07 | 2019-10-17 | $18 | $16 | $2 | $2 |
| TD AMERITRADE HLDGS | P | 2017-07-26 | 2019-08-15 | $59,977 | $65,087 | -$5,110 | -$5,110 |
| TD AMERITRADE HLDGS | P | 2017-07-26 | 2019-07-11 | $36,082 | $33,360 | $2,722 | $2,722 |
| ANGEL OAK MULTI STRATEGY INCM FD INSTL | P | 2019-01-30 | 2019-10-17 | $1,030,270 | $1,025,616 | $4,654 | $4,654 |
| ANGEL OAK MULTI STRATEGY INCM FD INSTL | P | 2019-01-30 | 2019-09-18 | $100,015 | $99,384 | $631 | $631 |
| ASML HLDGS NV FSPONSORED ADR 1 ADR REPS 1 ORD SHS | P | 2018-06-07 | 2019-09-17 | $19,106 | $15,956 | $3,150 | $3,150 |
| BARCLAYS SELECT MLP ETN | P | 2017-05-18 | 2019-11-19 | $244,645 | $341,380 | -$96,735 | -$96,735 |
| BARCLAYS SELECT MLP ETN | P | 2017-05-18 | 2019-11-19 | $220,180 | $306,744 | -$86,564 | -$86,564 |
| BARCLAYS SELECT MLP ETN | P | 2017-05-22 | 2019-11-19 | $24,464 | $34,635 | -$10,171 | -$10,171 |
| BARCLAYS SELECT MLP ETN | P | 2017-05-18 | 2019-11-20 | $326,793 | $445,751 | -$118,958 | -$118,958 |
| BARCLAYS SELECT MLP ETN | P | 2017-05-26 | 2019-11-20 | $81,698 | $112,730 | -$31,032 | -$31,032 |
| BARCLAYS SELECT MLP ETN | P | 2017-06-02 | 2019-11-20 | $245,095 | $333,021 | -$87,926 | -$87,926 |
| BROWN FORMAN CORP CLASS B | P | 2018-01-23 | 2019-10-02 | $28,488 | $25,282 | $3,206 | $3,206 |
| BRISTOL-MYERS SQUIBB | P | 2016-09-16 | 2019-07-11 | $27,960 | $35,213 | -$7,253 | -$7,253 |
| CITIGROUP INC | P | 2017-03-21 | 2019-07-11 | $198,414 | $163,342 | $35,072 | $35,072 |
| CITIGROUP INC | P | 2017-03-21 | 2019-07-11 | $141,007 | $116,082 | $24,925 | $24,925 |
| CITIGROUP INC | P | 2017-03-21 | 2019-07-11 | $57,407 | $47,260 | $10,147 | $10,147 |
| CIMPRESS F | P | 2019-07-22 | 2019-10-01 | $14,715 | $10,414 | $4,301 | $4,301 |
| CENTENE CORP | P | 2018-05-03 | 2019-10-02 | $100,227 | $147,707 | -$47,480 | -$47,480 |
| CENTENE CORP | P | 2018-05-03 | 2019-10-02 | $46,687 | $61,747 | -$15,060 | -$15,060 |
| CENTENE CORP | P | 2018-09-17 | 2019-10-02 | $33,837 | $56,422 | -$22,585 | -$22,585 |
| CENTENE CORP | P | 2019-02-22 | 2019-10-02 | $19,703 | $29,538 | -$9,835 | -$9,835 |
| CAPITAL ONE FC | P | 2017-07-26 | 2019-07-31 | $190,122 | $178,405 | $11,717 | $11,717 |
| COGNIZANT TECH SOLU CLASS A | P | 2017-11-27 | 2019-10-02 | $72,495 | $87,764 | -$15,269 | -$15,269 |
| COGNIZANT TECH SOLU CLASS A | P | 2017-11-27 | 2019-07-11 | $117,763 | $131,647 | -$13,884 | -$13,884 |
| CORTEVA INC | P | 2017-03-21 | 2019-11-05 | $141,917 | $177,623 | -$35,706 | -$35,706 |
| CORTEVA INC | P | 2017-03-21 | 2019-11-05 | $9,973 | $12,482 | -$2,509 | -$2,509 |
| CORTEVA INC | P | 2017-03-21 | 2019-11-05 | $75,029 | $93,906 | -$18,877 | -$18,877 |
| CORTEVA INC | P | 2017-03-21 | 2019-11-05 | $44,726 | $55,979 | -$11,253 | -$11,253 |
| CORTEVA INC | P | 2017-03-21 | 2019-11-05 | $11,081 | $13,869 | -$2,788 | -$2,788 |
| CORTEVA INC | P | 2017-03-21 | 2019-11-05 | $1,108 | $1,387 | -$279 | -$279 |
| CHEVRON CORP | P | 2017-03-21 | 2019-11-19 | $69,910 | $64,689 | $5,221 | $5,221 |
| CHEVRON CORP | P | 2017-03-21 | 2019-11-20 | $75,362 | $69,541 | $5,821 | $5,821 |
| CHEVRON CORP | P | 2017-03-21 | 2019-07-11 | $700,053 | $603,764 | $96,289 | $96,289 |
| CHEVRON CORP | P | 2017-03-21 | 2019-09-18 | $259,114 | $226,412 | $32,702 | $32,702 |
| CHEVRON CORP | P | 2017-03-21 | 2019-07-22 | $187,208 | $161,723 | $25,485 | $25,485 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-09-18 | $107,459 | $139,510 | -$32,051 | -$32,051 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-09-18 | $73,784 | $95,791 | -$22,007 | -$22,007 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-09-18 | $30,614 | $39,745 | -$9,131 | -$9,131 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-09-18 | $3,061 | $3,974 | -$913 | -$913 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-11-19 | $93,515 | $131,884 | -$38,369 | -$38,369 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-11-19 | $22,322 | $31,480 | -$9,158 | -$9,158 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-11-19 | $45,829 | $64,633 | -$18,804 | -$18,804 |
| DUPONT DE NEMOURS INC | P | 2017-03-21 | 2019-11-19 | $25,364 | $35,770 | -$10,406 | -$10,406 |
| DOLLAR GENERAL CORP | P | 2018-01-23 | 2019-11-06 | $107,896 | $69,760 | $38,136 | $38,136 |
| DOW INC | P | 2017-03-21 | 2019-07-31 | $265,914 | $346,838 | -$80,924 | -$80,924 |
| DOW INC | P | 2017-03-21 | 2019-07-31 | $2,076 | $2,708 | -$632 | -$632 |
| DOW INC | P | 2017-03-21 | 2019-07-31 | $20,763 | $27,081 | -$6,318 | -$6,318 |
| DOW INC | P | 2017-03-21 | 2019-07-31 | $83,805 | $109,309 | -$25,504 | -$25,504 |
| DOW INC | P | 2017-03-21 | 2019-07-31 | $140,584 | $183,367 | -$42,783 | -$42,783 |
| DOW INC | P | 2017-03-21 | 2019-07-31 | $18,686 | $24,373 | -$5,687 | -$5,687 |
| NEW ORIENTAL EDUCATION FSPONSORED ADR 1 ADR REPS 1 ORD SHS | P | 2018-11-01 | 2019-09-17 | $30,695 | $17,303 | $13,392 | $13,392 |
| EURONET WORLDWIDE | P | 2017-09-25 | 2019-07-11 | $21,106 | $11,735 | $9,371 | $9,371 |
| EXPEDIA GROUP INC. | P | 2017-10-16 | 2019-11-11 | $335,236 | $459,846 | -$124,610 | -$124,610 |
| EXPEDIA GROUP INC. | P | 2017-10-16 | 2019-11-11 | $174,343 | $260,043 | -$85,700 | -$85,700 |
| EXPEDIA GROUP INC. | P | 2017-10-30 | 2019-11-11 | $78,703 | $95,146 | -$16,443 | -$16,443 |
| EXPEDIA GROUP INC. | P | 2018-01-08 | 2019-11-11 | $82,190 | $104,656 | -$22,466 | -$22,466 |
| FIDELITY NATL INFO | P | 2017-11-30 | 2019-08-02 | $21 | $13 | $8 | $8 |
| FIDELITY NATL INFO | P | 2018-01-23 | 2019-08-15 | $188,188 | $139,378 | $48,810 | $48,810 |
| FISERV INC | P | 2018-01-08 | 2019-08-15 | $38,266 | $24,625 | $13,641 | $13,641 |
| FLOWERS FOODS INC | P | 2016-09-22 | 2019-07-11 | $19,444 | $13,002 | $6,442 | $6,442 |
| F N B CORP PA | P | 2016-09-20 | 2019-07-11 | $3,515 | $3,669 | -$154 | -$154 |
| FARFETCH LIMITED F | P | 2019-07-22 | 2019-12-27 | $6,945 | $14,371 | -$7,426 | -$7,426 |
| FORTIVE CORP DISC | P | 2017-07-24 | 2019-11-06 | $329,526 | $285,503 | $44,023 | $44,023 |
| GLENCORE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | P | 2018-06-07 | 2019-07-11 | $18,966 | $30,104 | -$11,138 | -$11,138 |
| GRIFOLS SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | P | 2018-06-07 | 2019-12-03 | $24,138 | $24,784 | -$646 | -$646 |
| GRUBHUB | P | 2019-07-22 | 2019-11-26 | $1,345 | $2,378 | -$1,033 | -$1,033 |
| HONEYWELL INTL INC | P | 2017-10-30 | 2019-07-11 | $74,770 | $59,709 | $15,061 | $15,061 |
| INTERCONTINENTAL EXC | P | 2018-10-02 | 2019-11-06 | $105,687 | $86,798 | $18,889 | $18,889 |
| INTERXION HOLDING NV F | P | 2018-06-07 | 2019-09-17 | $11,854 | $9,703 | $2,151 | $2,151 |
| JAZZ PHARMACEUTICAL F | P | 2019-07-22 | 2019-10-03 | $12,214 | $13,217 | -$1,003 | -$1,003 |
| KONTOOR BRANDS INC | P | 2018-01-23 | 2019-07-11 | $21,992 | $23,278 | -$1,286 | -$1,286 |
| KONTOOR BRANDS INC | P | 2018-01-23 | 2019-07-11 | $17,182 | $17,985 | -$803 | -$803 |
| KONTOOR BRANDS INC | P | 2019-01-30 | 2019-07-11 | $4,810 | $5,294 | -$484 | -$484 |
| KONTOOR BRANDS INC | P | 2018-01-23 | 2019-05-23 | $21 | $20 | $1 | $1 |
| LIGAND PHARMA | P | 2017-11-27 | 2019-11-18 | $35,695 | $45,120 | -$9,425 | -$9,425 |
| LONDON STOCK EXCHANGE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | P | 2018-06-07 | 2019-10-15 | $38,573 | $25,732 | $12,841 | $12,841 |
| MERCADOLIBRE INC | P | 2018-06-07 | 2019-07-11 | $37,790 | $17,211 | $20,579 | $20,579 |
| MERCADOLIBRE INC | P | 2018-06-07 | 2019-09-17 | $20,423 | $10,613 | $9,810 | $9,810 |
| MELLANOX TECHS LTD F | P | 2019-02-22 | 2019-07-11 | $70,751 | $66,503 | $4,248 | $4,248 |
| ORACLE CORP | P | 2017-09-25 | 2019-10-02 | $276,721 | $251,258 | $25,463 | $25,463 |
| OCCIDENTAL PETROL CO | P | 2018-09-14 | 2019-12-10 | $148,247 | $297,760 | -$149,513 | -$149,513 |
| OCCIDENTAL PETROL CO | P | 2018-09-14 | 2019-12-10 | $98,077 | $200,753 | -$102,676 | -$102,676 |
| OCCIDENTAL PETROL CO | P | 2018-10-16 | 2019-12-10 | $50,170 | $97,007 | -$46,837 | -$46,837 |
| PARKER-HANNIFIN CORP | P | 2018-02-09 | 2019-07-11 | $95,090 | $101,281 | -$6,191 | -$6,191 |
| PRUDENTIAL FINL | P | 2017-08-10 | 2019-07-11 | $106,500 | $113,405 | -$6,905 | -$6,905 |
| PRUDENTIAL FINL | P | 2017-08-10 | 2019-10-21 | $290,306 | $343,977 | -$53,671 | -$53,671 |
| ROSS STORES INC | P | 2018-02-15 | 2019-11-04 | $42,975 | $30,699 | $12,276 | $12,276 |
| RAYTHEON CO | P | 2018-08-24 | 2019-07-11 | $246,914 | $277,381 | -$30,467 | -$30,467 |
| RAYTHEON CO | P | 2018-08-24 | 2019-07-11 | $207,834 | $233,787 | -$25,953 | -$25,953 |
| RAYTHEON CO | P | 2018-08-31 | 2019-07-11 | $39,080 | $43,594 | -$4,514 | -$4,514 |
| TRANSDIGM GROUP INC | P | 2019-07-22 | 2019-12-09 | $2,840 | $2,396 | $444 | $444 |
| TE CONNECTIVITY LTD F | P | 2017-09-25 | 2019-12-04 | $59,366 | $53,135 | $6,231 | $6,231 |
| TE CONNECTIVITY LTD F | P | 2017-09-25 | 2019-10-11 | $65,514 | $58,813 | $6,701 | $6,701 |
| TRINITY INDUSTRIES | P | 2016-08-12 | 2019-07-11 | $19,440 | $17,128 | $2,312 | $2,312 |
| TRINITY INDUSTRIES | P | 2016-08-12 | 2019-07-11 | $1,944 | $1,690 | $254 | $254 |
| TRINITY INDUSTRIES | P | 2016-08-19 | 2019-07-11 | $1,944 | $1,802 | $142 | $142 |
| TRINITY INDUSTRIES | P | 2016-09-16 | 2019-07-11 | $15,552 | $13,636 | $1,916 | $1,916 |
| UNION PACIFIC CORP | P | 2017-03-21 | 2019-07-22 | $217,269 | $130,506 | $86,763 | $86,763 |
| UNION PACIFIC CORP | P | 2017-03-21 | 2019-11-20 | $183,635 | $109,103 | $74,532 | $74,532 |
| UNION PACIFIC CORP | P | 2017-03-21 | 2019-07-11 | $416,143 | $253,182 | $162,961 | $162,961 |
| UNION PACIFIC CORP | P | 2017-03-21 | 2019-09-18 | $208,362 | $130,506 | $77,856 | $77,856 |
| UNION PACIFIC CORP | P | 2017-03-21 | 2019-09-18 | $10,835 | $6,786 | $4,049 | $4,049 |
| UNION PACIFIC CORP | P | 2017-03-21 | 2019-09-18 | $197,527 | $123,720 | $73,807 | $73,807 |
| WAYFAIR INC CLASS A | P | 2019-07-22 | 2019-09-30 | $16,858 | $21,407 | -$4,549 | -$4,549 |
| WAYFAIR INC CLASS A | P | 2019-07-22 | 2019-09-30 | $14,708 | $18,845 | -$4,137 | -$4,137 |
| WAYFAIR INC CLASS A | P | 2019-07-25 | 2019-09-30 | $2,150 | $2,562 | -$412 | -$412 |
| WELLS FARGO BK N A | P | 2018-05-03 | 2019-07-23 | $225,810 | $251,005 | -$25,195 | -$25,195 |
| WELLS FARGO BK N A | P | 2018-05-03 | 2019-07-23 | $119,117 | $128,406 | -$9,289 | -$9,289 |
| WELLS FARGO BK N A | P | 2018-05-11 | 2019-07-23 | $106,693 | $122,599 | -$15,906 | -$15,906 |
| WORLDPAY I N C XXXMANDATORY MERGER EFF: 07/31/19 | P | 2017-11-30 | 2019-08-01 | $32,065 | $32,065 | $32,065 | |
| CIMAREX ENERGY CO | P | 2017-07-21 | 2019-07-12 | $46,778 | $87,656 | -$40,878 | -$40,878 |
| CIMAREX ENERGY CO | P | 2017-07-21 | 2019-07-12 | $25,315 | $43,561 | -$18,246 | -$18,246 |
| CIMAREX ENERGY CO | P | 2017-11-27 | 2019-07-12 | $21,463 | $44,096 | -$22,633 | -$22,633 |
| CAPITAL GAINS DIVIDENDS | P | $127,440 | $127,440 | $127,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$220,637 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,501,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $941,775 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.841381 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $256,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $466,023 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.549404 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,966 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $179,915 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.755724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,975 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.376176 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 7.522685 | TotalDistributionRt |
| Average Distribution | 1.504537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,133,765 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,419,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,686 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,428,716 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,364,891 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $734 | EsPenaltyAmt |
| Tax Due | $20,106 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | WWW.BIZAPEDIA.COM/DE/THE-HAROLD-C-SMITH-FOUNDATIO | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126964600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WORTH STREET NO 1053 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KURT KABOTH ESQ | ||||||||
| 300 COOKMAN AVE SUITE 322 | ASBURY PARK | NJ | 07712 | SECRETARY | 5.00 | $0 | $0 | $0 |
| NANCY W OPALACK | ||||||||
| 1750 16THST NW 81 | WASHINGTON | DC | 20009 | MEMBER, DIRECTOR & CEO | 5.00 | $143,450 | $0 | $0 |
| DONALD G GEHLBACH | ||||||||
| 108 CENTER ST PO BOX 723 | WOLFEBORO FALLS | NH | 03896 | MEMBER & DIRECTOR | 5.00 | $0 | $0 | $0 |
| DENNY MATHEWS | ||||||||
| 1703 THERRELL FARMS RD | WAXHAW | NC | 28173 | DIRECTOR& TREASURER | 5.00 | $0 | $0 | $0 |
| BURCHELL VALLDEJULI | ||||||||
| PO BOX 185009 | HAMDEN | CT | 06518 | DIRECTOR& PRESIDENT | 5.00 | $0 | $0 | $0 |
| PIERRE ARTY | ||||||||
| 260 65TH STREET 2C | BROOKLYN | NY | 11220 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| HANS ANDERSON | ||||||||
| 32MISCHAHILLRD | TRUMBULL | CT | 06611 | DIRECTOR& SECRETARY | 5.00 | $0 | $0 | $0 |
| JEFF WHITTLE | ||||||||
| 239 HAMPTON STREET | ROCK HILL | SC | 29730 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| VANESSA JEROME | ||||||||
| 6833 SHORE RD APT 4 D | BROOKLYN | NY | 11220 | VANESSA JEROME | 10.00 | $104,000 | $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 | $46,882,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,983,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,866,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,866,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $733,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,133,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,406,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,406,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,372 | TotalTaxAmt |
| Distributable Before Adj | $2,387,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,387,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,387,316 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,364,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,364,891 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,364,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,387,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,601 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,038 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $232,969 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,454,178 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,816,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,364,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,387,316 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,977,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,794,361 | 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 | $10,794,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,601 | ExcessFromYear4Amt |
| Excess From Year3 | $127,038 | ExcessFromYear3Amt |
| Excess From Year2 | $232,969 | ExcessFromYear2Amt |
| Excess From Year1 | $5,454,178 | ExcessFromYear1Amt |
| Excess From Current Year | $4,977,575 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF EPISCOPALIAN DIOCESE OF JERUSALEM | |||||||||||
| 25 OLD KINGS HIGHWAY N SUITE 13 | DARIEN | CT | 06820 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $500,000 | ||||
| ANANIAS HOUSE | |||||||||||
| 8350 HIGHWAY 6 NORTH | HOUSTON | TX | 77095 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $150,000 | ||||
| ATLANTA DREAM CENTER | |||||||||||
| 652 ANGIER AVE NE | ATLANTA | GA | 30308 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $198,790 | ||||
| BROKEN ARROW MINISTRIES INC | |||||||||||
| PO BOX 3147 | INDIAN WELLS | AZ | 86031 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $184,495 | ||||
| CAMBRIDGE UNIVERSITY USA | |||||||||||
| 1120 AVE OF THE AMERICAS 17TH FL | NEW YORK | NY | 10036 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $97,750 | ||||
| CATHOLIC NEAR EAST WELFARE ASSOCIATION | |||||||||||
| 1011 FIRST AVE 15TH FLOOR | NEW YORK | NY | 10022 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $342,175 | ||||
| COALITION FOR CHRISTIAN OUTREACH | |||||||||||
| 5912 PENN AVE | PITTSBURGH | PA | 15206 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $250,000 | ||||
| EMOTIONALLY HEALTHY DISCIPLESHIP | |||||||||||
| 82-10 QUEENS BLVD | ELMHURST | NY | 11373 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $200,000 | ||||
| FRIENDS OF THE JERUSALEM YMCA | |||||||||||
| 9956 WELLINGTON LANE | WOODBURY | MN | 55125 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $358,000 | ||||
| GLOBAL MINISTRIES | |||||||||||
| 700 PROSPECT AVE 7TH FL | CLEVELAND | OH | 44115 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $64,100 | ||||
| IWERLIEWEN FIR BEDREETE VOLLEKER | |||||||||||
| FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $145,000 | 10 RUE KOMMES HOSTERT | LU | L-6988 | |||||
| LIFE CHURCH | |||||||||||
| 44 BERRIMAN STREET | BROOKLYN | NY | 11208 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $50,000 | ||||
| LIVING STONE BAPTIST CHURCH | |||||||||||
| 83 PULASKI ST | BROOKLYN | NY | 11206 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $98,000 | ||||
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||||||
| 1333 SOUTH KIRKWOOD ROAD | ST LOUIS | MO | 63122 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $200,000 | ||||
| MANHATTAN GRACE TABERNACLE | |||||||||||
| 5 WEST 110TH STREET | NEW YORK | NY | 10029 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $125,000 | ||||
| METRO INTERNATIONAL CHURCH | |||||||||||
| 871 BUSHWICK AVE | BROOKLYN | NY | 11221 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $300,000 | ||||
| RAVI ZACHARIAS INTERNATIONAL MINISTRIES | |||||||||||
| 3755 MANSELL ROAD | ALPHARETTA | GA | 30022 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $200,000 | ||||
| REDEEMER CITY TO CITY | |||||||||||
| 1166 AVE OF AMERICAS SUITE 1620 | NEW YORK | NY | 10036 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $1,000,000 | ||||
| REVIVAL TABERNACLE ASSMBLY-GOD | |||||||||||
| 16455 WOODWARD AVE | HIGHLAND PARK | MI | 48203 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $75,000 | ||||
| THE BROOKLYN TABERNACLE | |||||||||||
| 17 SMITH ST | BROOKLYN | NY | 11201 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $75,581 | ||||
| THE WORLD BANK TOGO AND BENIN PROJECT | |||||||||||
| 1818 H STREET | WASHINGTON | DC | 20433 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | PUBLICATION PROJECT | $250,000 | ||||
| UNITED WORLD MISSION | |||||||||||
| 205 REGENCY EXECUTIVE PARK DR SUITE | CHARLOTTE | NC | 28217 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $600,000 | 430 | |||
| URBAN MOSAIC | |||||||||||
| PO BOX 135 | NICHOLASVILLE | KY | 40340 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $200,000 | ||||
| URSINIS COLLEGE | |||||||||||
| 601 E MAIN ST | COLLEGEVILLE | PA | 19426 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $481,000 | ||||
| WORLD COMPASSION FELLOWSHIP | |||||||||||
| 165 COURT STREET 218 | BROOKLYN | NY | 11201 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $600,000 | ||||
| WORLD EVANGELICAL ALLIANCE | |||||||||||
| PO BOX 7099 | DEERFIELD | IL | 60015 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $430,000 | ||||
| YOUNG LIFE | |||||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $190,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,364,891 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,020,666 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,170 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,440 | ExclusionAmt |
| Related Or Exempt Function Incm | -$348,077 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,148,106 | ExclusionAmt |
| Related Or Exempt Function Incm | -$224,907 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $923,199 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | FUNDS USED TO PROMOTE CHARITABLE PURPOSE | RelationshipStatementTxt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB 5368 | BondNm |
| EOY Book Value | $9,038,263 | EOYBookValueAmt |
| EOYFMV | $9,363,035 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB 5368 | StockNm |
| EOY Book Value | $40,414,314 | EOYBookValueAmt |
| EOYFMV | $54,484,917 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,024,617 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,127,782 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $6,175,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $6,039,380 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $49,298 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC | $1,010 | $0 | $0 |
| REPAIRS & MAINTENANCE | $500 | $0 | $0 |
| OFFICE | $584 | $0 | $0 |
| BANK CHARGE | $845 | $845 | $0 |
| WEB MAINTENECE FEE | $916 | $0 | $0 |
| PAYROLL FEE | $1,069 | $0 | $0 |
| POSTAGE & SHIPPING | $1,846 | $0 | $0 |
| PROMOTION | $2,187 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $5,058 | $0 | $0 |
| TELEPHONE AND INTERNET | $5,231 | $0 | $0 |
| RESEARCH | $6,258 | $0 | $0 |
| INSURANCE | $6,617 | $0 | $0 |
| SUPPLIES | $7,981 | $0 | $0 |
| WEBSITE DEVELOPEMENT | $9,553 | $0 | $0 |
| ADVERTISING & MARKETING | $13,226 | $0 | $0 |
| OUTSIDE SERVICES | $65,052 | $21,300 | $0 |
| INVESTMENT FEE | $149,664 | $149,664 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $123,170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $123,170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $123,170 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $74 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,412 | Amt |
| Net Investment Income | $3,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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