SNAVE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SNAVE FOUNDATION (EIN 23-6928009)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-02
- IRS object ID
- 202001549349100600
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-02T07:06:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 236928009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNAVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNAV | BusinessNameControlTxt |
| Phone | 6178721688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 ENGLEWOOD RD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN DURANT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6178721688 | PhoneNum |
| Signature | 2020-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.243.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-02 | IPDt |
| IP Tm | 08:05:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BD9A5248FD892EED72309E8CBFD61EFE5C549072 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD9A5248FD892EED72309E8CBFD61EFE5C549072 | AtSubmissionFilingDeviceId |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,659,762 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $344,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $344,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $470,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $441,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,444 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,598 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $464,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $440,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,401 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,401 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,528,584 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,478,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,635,361 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,538,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,503,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,659,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,538,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,503,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,538,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,503,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,538,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,503,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,538,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,503,151 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,503,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALES OF UNITS FROM CONSOLIDATED FUND | P | 2019-03-14 | $20,000 | $16,579 | $3,421 | $3,421 |
| SALES OF UNITS FROM CONSOLIDATED FUND | P | 2019-12-04 | $450,000 | $356,078 | $93,922 | $93,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,343 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $412,755 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,828,071 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046755 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $512,351 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,654,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059201 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $362,096 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,985,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045346 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $362,702 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,328,183 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043551 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $478,286 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,508,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056211 | DistributionYr5Rt |
| Total Distribution | 0.251064 | TotalDistributionRt |
| Average Distribution | 0.050213 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,845,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $444,168 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,408 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $448,576 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $464,500 | 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 | $4,408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,512 | OverpaymentAmt |
| Applied To ES Tax | $3,512 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | THE TREASURER | IndividualWithBooksNm |
| Phone | 6178721688 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 ENGLEWOOD RD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PETER A EVANS | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | SEC/EXECUTIVE TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALLISON COOPER | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EVAN KRAVITZ | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE EFF. 8/2019 | 1.00 | $0 | $0 | $0 |
| JENNIFER KRAVITZ | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN F EVANS | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TREASURER/TRUSTEE 'TIL 8/2019 | 1.00 | $0 | $0 | $0 |
| CLAIRE DURANT | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN DURANT | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE/TREASURER EFF. 8/2019 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $9,242,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,590 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,276,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,276,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $430,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,845,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $442,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $442,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,408 | TotalTaxAmt |
| Distributable Before Adj | $437,876 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $437,876 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $437,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $464,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $464,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,408 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $460,092 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,470 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $88,086 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $148,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $464,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $437,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,624 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $175,180 | 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 | $60,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $88,086 | ExcessFromYear2Amt |
| Excess From Current Year | $26,624 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABINGTON HEALTH FOUNDATION | ||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | PC | GENERAL PURPOSE | $3,250 |
| ARCH STREET MEETING HOUSE PRESERVATION TRUST | ||||||
| 320 ARCH STREET | PHILADELPHIA | PA | 19106 | PC | ARCH STREET MEETING HOUSE PRESERVATION | $21,000 |
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||
| 2708 SOUTH NELSON STREET | ARLINGTON | VA | 22206 | PC | GENERAL PURPOSE | $1,000 |
| AWBURY ARBORETUM ASSOCIATION | ||||||
| ONE AWBURY ROAD | PHILADELPHIA | PA | 19138 | PC | GENERAL PURPOSE | $4,000 |
| BLISS MEADOWS | ||||||
| 3503 N CHARLES STREET | BALTIMORE | MD | 21218 | PC | PASE 1 OF 5 YEAR PHASE IN PLAN | $50,000 |
| BREADLOAF SCHOOL OF ENGLISH | ||||||
| MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | PC | WHAT'S THE STORY PROGRAM | $43,500 |
| ENVIRONMENT CALIFORNIA | ||||||
| 3435 WILSHIRE BLVD SUITE 385 | LOS ANGELES | CA | 90010 | PC | GENERAL PURPOSE | $2,000 |
| FIARIA PROJECT | ||||||
| 68 HILLSIDE AVENUE | DOYLESTOWN | PA | 18901 | PC | GENERAL PURPOSE | $1,000 |
| FRIENDS CENTER FOR CHILDREN | ||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | PC | EMOTIONAL WELLBEING PROGRAM | $51,250 |
| FRIENDS PUBLISHING CORP | ||||||
| 1216 ARCH ST | PHILADELPHIA | PA | 19107 | PC | TRANSITION FROM HARD COPY TO DIGITAL | $10,000 |
| GERMANTOWN FRIENDS SCHOOL | ||||||
| 31 W COULTER STREET | PHILADELPHIA | PA | 19144 | PC | RENOVATION AND EXPANSION OF PRESCHOOL CLASSROOMS | $35,000 |
| GOLDTHWAIT RESERVATION | ||||||
| PO BOX 1025 | MARBLEHEAD | MA | 01945 | PC | GENERAL PURPOSE | $1,000 |
| GROW DAT YOUTH FARM | ||||||
| 150 ZACHARY TAYLOR DR | NEW ORLEANS | LA | 70124 | PC | GENERAL PURPOSE | $1,000 |
| HOMEWARD BOUND | ||||||
| 12805 HWY 55 SUITE 400 | PLYMOUTH | MN | 55441 | PC | GENERAL PURPOSE | $250 |
| INSPIRITUS | ||||||
| 230 PEACHTREE ST NW SUITE 1100 | ATLANTA | GA | 30303 | PC | AFTERSCHOOL PROGRAM AND SUMMER CAMP | $48,000 |
| JOHN GRAHAM HOUSING AND SERVICES | ||||||
| 69 N MAIN STREET | VERGENNES | VT | 05491 | PC | GENERAL PURPOSE | $1,000 |
| LINDOS SUENOS PROGRAM | ||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | PC | GENERAL PURPOSE | $1,000 |
| MAL'S PALS FOUNDATION | ||||||
| 49 HILLSDALE ST | DORCHESTER CENTER | MA | 02124 | PC | GENERAL PURPOSE | $1,000 |
| MIDDLEBURY LAND TRUST | ||||||
| PO BOX 804 | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $250 |
| MIDDLEBURY MUSIC CENTER | ||||||
| 6 MAIN STREET | MIDDLEBURY | VT | 05753 | PC | SCHOLARSHIP PROGRAM | $11,000 |
| MIDDLEBURY UNDERGROUND INC | ||||||
| 369 HAPPY VALLEY ROAD | MIDDLEBURY | VT | 05753 | PC | COURAGEOUS STAGE PROGRAM | $38,000 |
| MORE THAN WORDS | ||||||
| 376 MOODY STREET | WALTHAM | MA | 02453 | PC | GENERAL PURPOSE | $1,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||
| 1667 K ST NW 550 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE | $900 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PC | GENERAL PURPOSE | $750 |
| OMPRAKASH FOUNDATION | ||||||
| 2311 N 45TH ST | SEATTLE | WA | 98103 | PC | GENERAL PURPOSE | $500 |
| OUR CHILDREN'S TRUST | ||||||
| PO BOX 5181 | EUGENE | OR | 97405 | PC | GENERAL PURPOSE | $1,000 |
| PENDLE HILL | ||||||
| 338 PLUSH MILL ROAD | WALLINGFORD | PA | 19086 | PC | CAMPUS MAINTENANCE/IMPROVEMENT | $60,000 |
| REACH INC | ||||||
| 300 M STREET SE SUITE 803 | WASHINGTON | DC | 20003 | PC | THE REACH FELLOWSHIP, PROGRAM EXPANSION | $50,000 |
| REBUILDING PHILADELPHIA TOGETHER | ||||||
| 4355 ORCHARD ST | PHILADELPHIA | PA | 19124 | PC | GENERAL PURPOSE | $1,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL PURPOSE | $1,000 |
| THE MIQUON SCHOOL | ||||||
| 2025 HARTS LN | CONSHOHOCKEN | PA | 19428 | PC | CONSTRUCT NEW LIBRARY | $1,000 |
| UNICEF USA | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL PURPOSE | $1,000 |
| URBANARIAS | ||||||
| 1322 N ADAMS CT | ARLINGTON | VA | 22201 | PC | GENERAL PURPOSE | $500 |
| VALLEY FORGE EDUCATIONAL SERVICES | ||||||
| 1777 NORTH VALLEY ROAD | MALVERN | PA | 19355 | PC | GENERAL PURPOSE | $1,000 |
| WASHINGTON TRAILS ASOCIATION | ||||||
| 705 SECOND AVE SUITE 300 | SEATTLE | WA | 98104 | PC | GENERAL PURPOSE | $500 |
| WATER MISSIONS | ||||||
| PO BOX 71489 | NORTH CHARLESTON | SC | 29415 | PC | GENERAL PURPOSE | $1,000 |
| WOLF CONSERVATION CENTER | ||||||
| PO BOX 421 | SOUTH SALEM | NY | 10590 | PC | GENERAL PURPOSE | $250 |
| WILLIAM PENN CHARTER SCHOOL | ||||||
| 3000 W SCHOOL HOUSE LN | PHILADELPHIA | PA | 19144 | PC | COLLEGE PREP | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $344,077 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $97,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $441,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,444 | TotalIncomeProducingActyAmt |
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 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $430,477 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $9,276,1562. 1.5% OF LINE 1: $139,1423. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $362,096 (2016), $516,579 (2017) AND 412,755 (2018) FOR AN AVERAGE OF $430,477 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FFC CONSOLIDATED FUND | AT COST | $7,345,912 | $9,492,265 |
| VANGUARD | AT COST | $132,838 | $143,096 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINSTRATIVE FEES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTANT | $3,450 | $0 | $3,450 |
| INVESTMENT MANAGEMENT | $600 | $600 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $11,598 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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