PAMELA MINFORD CHARITABLEFOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAMELA MINFORD CHARITABLEFOUNDATION (EIN 20-5249564)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-11
- IRS object ID
- 202001639349101355
- 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
- Accounting Fees Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-11T16:16:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233018514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNLAPSLK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 HORIZON DRIVE SUITE 106 | AddressLine1Txt |
| City | CHALFONT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18914 | 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 | 205249564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAMELA MINFORD CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAME | BusinessNameControlTxt |
| Phone | 2153134191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 BOMACA DRIVE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MINFORD DAILEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2153134191 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA L DAVIS | PreparerPersonNm |
| PTIN | P00163568 | PTIN |
| Phone | 2675943755 | PhoneNum |
| Preparation | 2020-05-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-18 | IPDt |
| IP Tm | 08:09:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C389CDDCCB84CD8B006513A4231EE6D71B888079 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C389CDDCCB84CD8B006513A4231EE6D71B888079 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,887,558 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $183,555 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $153,733 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $29,822 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $183,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,822 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,525 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,575 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,571 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $643 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,928 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,403 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,601 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,802 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $425 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,275 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $141 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,260 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $32,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,822 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,643 | CashBOYAmt |
| Cash EOY | $34,632 | CashEOYAmt |
| Cash EOYFMV | $34,632 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,255 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,750,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,750,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,750,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,750,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,247 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,576 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,931 | LandBOYAmt |
| Land EOY | $7,671 | LandEOYAmt |
| Land EOYFMV | $7,671 | LandEOYFMVAmt |
| Total Assets BOY | $1,895,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,887,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,887,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,895,810 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,887,558 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,895,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,887,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,895,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,887,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,895,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,887,558 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,887,558 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,619 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,861,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065888 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,445 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,834,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035676 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,811,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040663 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,792,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052245 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,931 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,774,022 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051257 | DistributionYr5Rt |
| Total Distribution | 0.245729 | TotalDistributionRt |
| Average Distribution | 0.049146 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,882,851 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,414 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,949 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,231 | 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 | $1,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,414 | 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 | $53 | EsPenaltyAmt |
| Tax Due | $1,467 | 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 | 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 | WWW.MINFORDCHARITY.ORG | WebsiteAddressTxt |
| Individual With Books | DEBORAH MINFORD DAILEY | IndividualWithBooksNm |
| Phone | 2153481446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 BOMACA DRIVE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH MINFORD DAILEY | ||||||||
| 13 BOMACA DRIVE | DOYLESTOWN | PA | 18901 | PRESIDENT | 12.00 | $27,500 | $0 | $0 |
| GEORGE DAILEY | ||||||||
| 13 BOMACA DRIVE | DOYLESTOWN | PA | 18901 | VICE PRESIDENT | 1.00 | $550 | $0 | $0 |
| BRIAN DAILEY | ||||||||
| 13 BOMACA DRIVE | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $9,500 | $0 | $0 |
| KEVIN DAILEY | ||||||||
| 13 BOMACA DRIVE | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $550 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,759,301 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,911,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,911,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,882,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,414 | TotalTaxAmt |
| Distributable Before Adj | $92,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,231 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,414 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,817 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,296 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,102 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $20,254 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,916 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,568 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,502 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $146,070 | 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 | $4,296 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $141,774 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,102 | ExcessFromYear4Amt |
| Excess From Year2 | $20,254 | ExcessFromYear2Amt |
| Excess From Year1 | $31,916 | ExcessFromYear1Amt |
| Excess From Current Year | $83,502 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKS COUNTY HISTORICAL SOCIETY (MERCER MUSEUM) | |||||||
| 84 S PINE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | YOUTH EDUCATION | $2,500 |
| NEW HOPE HISTORICAL SOCIETY | |||||||
| 45 S MAIN STREET | NEW HOPE | PA | 18938 | NONE | PC | WEATHERVANE | $2,500 |
| OUR LADY OF MOUNT CARMEL SCHOOL | |||||||
| 225 EAST ASHLAND AVENUE | DOYLESTOWN | PA | 18901 | NONE | PC | TUITION ASSISTANCE, EQUIPMENT AND PROGRAMS | $32,500 |
| DOYLESTOWN HEALTH FOUNDATION | |||||||
| 595 W STATE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | UNMET PRIORITY NEEDS OF WOMEN'S SERVICES | $40,120 |
| CAMP ECHO | |||||||
| 58 CAMP VICTORY ROAD | MILLVILLE | PA | 17846 | NONE | PC | CAMP FOR CHILDREN WITH MEDICAL NEEDS | $100 |
| BREATHING ROOM FOUNDATION | |||||||
| 120 S YORK ROAD SUITE 7 | HATBORO | PA | 19040 | NONE | PC | GENERAL FUND | $2,500 |
| DOYLESTOWN FIRE COMPANY | |||||||
| 68 SHEWELL AVENUE | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $2,000 |
| CENTRAL BUCKS AMBULANCE | |||||||
| 455 EAST STREET | DOYLESTOWN | PA | 18901 | NONE | PC | AMBULANCE STRETCHER REPLACEMENT | $2,500 |
| FRANKLIN MINT FEDERAL FOUNDATION | |||||||
| 1974 SPROUL ROAD 304 | BROOMALL | PA | 19008 | NONE | PC | STUDENT FIELD TRIPS | $7,500 |
| GLENSIDE UC PRESCHOOL | |||||||
| 2160 WHARTON ROAD | GLENSIDE | PA | 19038 | NONE | PC | TUITION ASSISTANCE | $6,500 |
| PINE2PINK | |||||||
| PO BOX 307 | DOYLESTOWN | PA | 18901 | NONE | PC | CANCER SUPPORT | $1,000 |
| BUCKS BEAUTIFUL | |||||||
| 85 E STATE STREET | DOYLESTOWN | PA | 18901 | NONE | PC | REPLANT BUCKS | $5,000 |
| SAINT ANDREW SCHOOL | |||||||
| 51 WRIGHTS ROAD | NEWTOWN | PA | 18940 | NONE | PC | TUITION ASSISTANCE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,720 | 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 | $19 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,733 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,232 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,232 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,403 | Amt |
| Net Investment Income | $1,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,802 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $13,509 | $7,517 | $5,992 | $5,992 |
| COMPUTER EQUIPMENT | $5,738 | $4,059 | $1,679 | $1,679 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,571 | LegalFeesAmt |
| Net Investment Income | $643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,928 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT AND WEBSITE | $1,900 | $0 | $0 | $1,900 |
| MARKETING | $669 | $0 | $0 | $669 |
| OFFICE EXPENSES | $9,056 | $0 | $0 | $9,056 |
| CORPORATE EXPENSES | $964 | $0 | $0 | $964 |
| SPECIAL EVENT EXPENSES | $20,342 | $0 | $0 | $20,342 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST ON MORTGAGE NOTE RECEIVABLE | $153,733 | $153,733 | |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | $29,822 | $29,822 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNTAINHEAD LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,750,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $141 | Amt |
| Net Investment Income | $141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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