FORNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FORNEY FAMILY FOUNDATION INC (EIN 23-7079172)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-14
- IRS object ID
- 202001059349100700
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-14T10:59:45-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237079172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forney Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Gerald G Forney | InCareOfNm |
| Business Name Control | FORN | BusinessNameControlTxt |
| Phone | 3036533475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 549 | AddressLine1Txt |
| City | Unionville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gerald G Forney | PersonNm |
| Person Title | Treasurer Secretary | PersonTitleTxt |
| Phone | 3036533475 | PhoneNum |
| Signature | 2020-04-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $852,863 | 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 | $27,848 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,637 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $57,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,637 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $68 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,279 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,824 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,612 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $233,942 | CashBOYAmt |
| Cash EOY | $132,435 | CashEOYAmt |
| Cash EOYFMV | $132,435 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $312,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $314,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $470,770 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,140 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $249,658 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $746,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $647,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $852,863 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $746,558 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $647,105 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $746,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $647,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $746,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $647,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $746,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,669 | OtherIncreasesAmt |
| Subtotal | $647,105 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $647,105 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $365,351 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,213,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.300999 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,657 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,444,706 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111204 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,065 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,235,159 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,015,676 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022153 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $977,483 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025576 | DistributionYr5Rt |
| Total Distribution | 0.531231 | TotalDistributionRt |
| Average Distribution | 0.106246 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $848,878 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,190 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $296 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,486 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,824 | 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 | $296 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $704 | OverpaymentAmt |
| Applied To ES Tax | $704 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.guidestar.org/profile/23-7079172 | WebsiteAddressTxt |
| Individual With Books | Gerald Forney | IndividualWithBooksNm |
| Phone | 3036533475 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 181340 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Dale Forney | ||||||||
| 2333 Hilltop View Road | Coatesville | PA | 19320 | President | 1.00 | $0 | $0 | $0 |
| Marilyn Glenn Forney | ||||||||
| PO Box 549 | Unionville | PA | 19375 | Vice President | 1.00 | $0 | $0 | $0 |
| Gerald Glenn Forney | ||||||||
| PO Box 181340 | Denver | CO | 80218 | Treasurer Secretary | 2.00 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $696,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $861,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $861,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $848,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $296 | TotalTaxAmt |
| Distributable Before Adj | $42,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,148 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,148 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $215,824 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $215,824 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,588 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,213 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $305,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $477,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $651,336 | 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 | $23,178 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $628,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,588 | ExcessFromYear4Amt |
| Excess From Year3 | $27,213 | ExcessFromYear3Amt |
| Excess From Year2 | $94,376 | ExcessFromYear2Amt |
| Excess From Year1 | $305,305 | ExcessFromYear1Amt |
| Excess From Current Year | $173,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marilyn G Forney | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Kalmar Nyckel Foundation | ||||||
| 1124 East Seventh Street | Wilmington | DE | 19801 | PC | General operating support | $27,670 |
| University of Pennsylvania | ||||||
| 2929 Walnut Street | Philadelphia | PA | 19104 | PC | General operating support | $52,660 |
| St Michael Lutheran Ch | ||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | General operating support | $20,000 | |
| St Michael Lutheran Ch | ||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | General operating support | $600 | |
| Kennett Sq Cons Sch | ||||||
| 100 East South Street | Kennett Square | PA | 19348 | General operating support | $5,000 | |
| Luther Fdn SoChesCo | ||||||
| PO Box 178 | Unionville | PA | 19375 | General operating support | $1,054 | |
| Denver Mus Nat Sci | ||||||
| 2001 Colorado Boulevard | Denver | CO | 80205 | General operating support | $10,000 | |
| Univ Chicago | ||||||
| 5235 South Harper Court | Chicago | IL | 60616 | General operating support | $2,500 | |
| Utah State Univ | ||||||
| 1420 Old Main Hall | Logan | UT | 84322 | General operating support | $2,500 | |
| Tau Beta Pi | ||||||
| PO Box 2697 | Knoxville | TN | 37901 | General operating support | $1,000 | |
| Our Saviors Lutheran | ||||||
| 915 East Ninth Avenue | Denver | CO | 80218 | General operating support | $10,000 | |
| Stroud Water Research | ||||||
| 970 Spencer Road | Avondale | PA | 19311 | General operating support | $1,000 | |
| Del-Mar-Va BSA | ||||||
| 100 West 10th Street | Wilmington | DE | 19801 | General operating support | $500 | |
| Church of the Nazarene | ||||||
| 240 State Road | Avondale | PA | 19390 | General operating support | $250 | |
| Tick Tock Early Learning | ||||||
| 1694 Baltimore Pike | Avondale | PA | 19311 | General operating support | $500 | |
| Academy Nat Sci Phila | ||||||
| 1900 Benjamin Franklin Pkwy | Philadelphia | PA | 19103 | General operating support | $1,000 | |
| Arden Shakespeare | ||||||
| 2126 The Highway | Arden | DE | 19810 | General operating support | $500 | |
| Bucknell University | ||||||
| 112 Marts Hall | Lewisburg | PA | 17837 | General operating support | $4,500 | |
| Habitat for Humanity | ||||||
| PO Box 1452 | Coatesville | PA | 19320 | General operating support | $200 | |
| Ceasefire PA Educ Fund | ||||||
| PO Box 60095 | Philadelphia | PA | 19102 | General operating support | $1,000 | |
| Delaware Theatre Co | ||||||
| 200 Water Street | Wilmington | DE | 19801 | General operating support | $3,000 | |
| Brandywine Conservancy | ||||||
| PO Box 141 | Chadds Ford | PA | 19317 | General operating support | $2,000 | |
| Sean R Lough Foundation | ||||||
| 1800 Larimer Street | Denver | CO | 80202 | General operating support | $1,840 | |
| Family Promise SoChesCo | ||||||
| 1156 West Baltimore Pike | Kennett Square | PA | 19348 | General operating support | $1,000 | |
| Wagner Free Institute | ||||||
| 1700 West Montgomery Ave | Philadelphia | PA | 19121 | General operating support | $500 | |
| Goodwill Industries | ||||||
| 1048 North Plum Street | Lancaster | PA | 17601 | General operating support | $100 | |
| Delaware Futures | ||||||
| 1104 North Adams Street | Wilmington | DE | 19081 | General operating support | $500 | |
| St Michael Lutheran Ch | ||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | General operating support | $2,000 | |
| Natural Lands Trust | ||||||
| 1031 Palmers Mill Road | Media | PA | 19063 | General operating support | $500 | |
| Camp Dreamcatcher | ||||||
| 148 West State Street | Kennett Square | PA | 19348 | General operating support | $10,000 | |
| Dela Community Found | ||||||
| PO Box 1636 | Wilmington | DE | 19899 | General operating support | $1,000 | |
| Natl Parks Conservation | ||||||
| 777 6th Street NW | Washington | DC | 20001 | General operating support | $100 | |
| Hockessin Montessori | ||||||
| 1000 Old Lancaster Pike | Hockessin | DE | 19707 | General operating support | $5,000 | |
| Natl Academy Engineering | ||||||
| 500 5th St NW | Washington | DC | 20001 | General operating support | $1,000 | |
| American Diabetes | ||||||
| 1701 North Beauregard St | Alexandria | VA | 22231 | General operating support | $2,000 | |
| League of Women Vtrs Edu | ||||||
| 1730 M Street NW | Washington | DC | 20036 | General operating support | $100 | |
| Chester Co Historical Soc | ||||||
| 225 North High Street | West Chester | PA | 19380 | General operating support | $100 | |
| World Wildlife Fund | ||||||
| 1250 24th Street NW | Washington | DC | 20037 | General operating support | $100 | |
| Kalmar Nyckel Foundation | ||||||
| 1124 East 7th Street | Wilmington | DE | 19801 | General operating support | $1,500 | |
| Green River Union | ||||||
| 2228 Threlkel Ferry Rd | Bowling Green | KY | 42102 | General operating support | $500 | |
| Nature Conservancy | ||||||
| 4245 North Fairfax Drive | Arlington | VA | 22203 | General operating support | $100 | |
| Chapel Street Players | ||||||
| PO Box 36 | Newark | DE | 19715 | General operating support | $1,000 | |
| Purdue University | ||||||
| 403 West Wood Street | Lafayette | IN | 47906 | General operating support | $1,000 | |
| St Michael Lutheran Ch | ||||||
| 109 East Doe Run Road | Unionville | PA | 19375 | General operating support | $320 | |
| Gun Sense USA Education | ||||||
| PO Box 1314 | Malvern | PA | 19355 | General operating support | $5,000 | |
| Kennett Sq Senior Ctr | ||||||
| 427 South Walnut Street | Kennett Square | PA | 19348 | General operating support | $1,000 | |
| Stroud Water Research | ||||||
| 970 Spencer Road | Avondale | PA | 19311 | General operating support | $630 | |
| Penn Museum | ||||||
| 3260 South Street | Philadelphia | PA | 19104 | General operating support | $7,700 | |
| Lutheran Community Svcs | ||||||
| 700 Light Street | Baltimore | MD | 21230 | General operating support | $200 | |
| Kennett Area Aftr Sch Assoc | ||||||
| PO Box 1068 | Kennett Square | PA | 19348 | General operating support | $1,000 | |
| Hagley Museum | ||||||
| PO Box 3630 | Wilmington | DE | 19807 | General operating support | $200 | |
| Avon Grove Church | ||||||
| 240 State Road | Avondale | PA | 19390 | General operating support | $250 | |
| Friends WO A Border | ||||||
| 1123 Broadway | New York | NY | 10010 | General operating support | $1,000 | |
| Nature Conservancy | ||||||
| 4245 North Fairfax Drive | Arlington | VA | 22203 | General operating support | $1,000 | |
| Primitive Hall Foundation | ||||||
| PO Box 273 | Unionville | PA | 19375 | General operating support | $100 | |
| New Vocations Racehorse Adpt | ||||||
| 3293 Wright Road | Laura | OH | 45337 | General operating support | $1,000 | |
| Paris Foundation | ||||||
| 229 South Bridge Street | Elkton | MD | 21921 | General operating support | $1,000 | |
| University of Delaware | ||||||
| 83 East Main Street | Newark | DE | 19716 | General operating support | $500 | |
| Kennett Area Sr Center | ||||||
| 427 South Walnut Street | Kennett Square | PA | 19348 | General operating support | $500 | |
| Po Mar Lin Fire Company | ||||||
| PO Box 36 | Unionville | PA | 19375 | General operating support | $250 | |
| Greenmore Farm Animal Rescue | ||||||
| 246 Clonmell Upland Road | West Grove | PA | 19390 | General operating support | $500 | |
| Appalachian Trail Conservancy | ||||||
| PO Box 807 | Harpers Ferry | WV | 25425 | General operating support | $500 | |
| Citizens Climate Education | ||||||
| 1330 Orange Avenue | Coronado | CA | 92118 | General operating support | $500 | |
| Union Concerned Scientists | ||||||
| Two Brattle Square | Cambridge | MA | 02138 | General operating support | $500 | |
| Land Trust SoChesCo | ||||||
| 541 Chandler Mill Road | Avondale | PA | 19311 | General operating support | $500 | |
| Univ Penna Vet School | ||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | General operating support | $1,000 | |
| 350 org | ||||||
| 20 Jay Street | New York | NY | 11201 | General operating support | $500 | |
| Brandywine Red Clay | ||||||
| 1760 Unionville Wawaset Rd | West Chester | PA | 19382 | General operating support | $500 | |
| Jefferson Medical College | ||||||
| 125 South Ninth Street | Philadelphia | PA | 19107 | General operating support | $500 | |
| Kennett Food Cupboard | ||||||
| PO Box 1025 | Kennett Square | PA | 19348 | General operating support | $1,000 | |
| Colo Coal Against Sex Assault | ||||||
| PO Box 40350 | Denver | CO | 80204 | General operating support | $1,000 | |
| Colby College | ||||||
| 4120 Mayflower | Waterville | ME | 04901 | General operating support | $500 | |
| Chesapeake Bay Foundation | ||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | General operating support | $100 | |
| AAEP Foundation | ||||||
| 4033 Iron Works Parkway | Herndon | TN | 37752 | General operating support | $1,000 | |
| La Communidad Hispana | ||||||
| 731 West Cypress Street | Kennett Square | PA | 19348 | General operating support | $500 | |
| Student Organizing | ||||||
| 294 Washington Street | Boston | MA | 02108 | General operating support | $2,000 | |
| ACLU Foundation CO | ||||||
| 303 East 17th Avenue | Denver | CO | 80203 | General operating support | $1,000 | |
| Planned Parenthood Chesco | ||||||
| 8 South Wayne Street | Chester | PA | 19382 | General operating support | $500 | |
| Wilmington Drama League | ||||||
| 10 West Lea Blvd | Wilmington | DE | 19802 | General operating support | $500 | |
| Lutheran Church Good Shep | ||||||
| 1530 Foulk Road | Wilmington | DE | 19803 | General operating support | $200 | |
| Historicorps | ||||||
| 300 Union Avenue | Morrison | CO | 80465 | General operating support | $500 | |
| Upstream USA | ||||||
| 1201 Connecticut Ave NW | Washington | DC | 20036 | General operating support | $2,000 | |
| Faith Lutheran Church | ||||||
| 3313 Arlington Boulevard | Arlington | VA | 22201 | General operating support | $500 | |
| Salvation Army | ||||||
| PO Box C-635 | West Nyack | NY | 10994 | General operating support | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,824 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,637 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,637 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,637 | 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 | Marilyn Glenn Forney | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 549 | AddressLine1Txt |
| City | Unionville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $27,848 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1500 shares of Chemours common stock CUSIP XXX-XX-XXXX | NoncashPropertyDesc |
| Fair Market Value | $27,848 | FairMarketValueAmt |
| Received | 2019-12-24 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Johnson Johnson Deb 5-15-33 | BondNm |
| EOY Book Value | $200,140 | EOYBookValueAmt |
| EOYFMV | $249,658 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T 3300 Shares | $96,206 | $128,964 |
| Chemours 2419 Shares | $42,912 | $43,760 |
| Chemours 1500 Shares | $27,848 | $27,135 |
| DowDuPont 3624-1500 Shares | $0 | $0 |
| Verizon 2700 Shares | $100,202 | $165,780 |
| Corteva 708 Shares | $7,691 | $20,928 |
| Dow 708 Shares | $16,076 | $38,749 |
| DuPont 708 Shares | $23,595 | $45,454 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax refund received | Desc |
| Amt | $4,669 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RLF Service Corporation designated corporate agent | CategoryTxt |
| Amt | $235 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marilyn G Forney | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 549 | AddressLine1Txt |
| City | Unionville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19375 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Delaware Franchise Tax | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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