THE HELM FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HELM FOUNDATION INC (EIN 26-0001014)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202001979349102750
- Schema version
- 2018v3.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T21:01:10-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260001014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT HELM | InCareOfNm |
| Business Name Control | HELM | BusinessNameControlTxt |
| Phone | 6314144000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o MARCUM LLP-10 MELVILLE PARK Rd | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HELM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD FINKELSTEIN | PreparerPersonNm |
| PTIN | P00301744 | PTIN |
| Phone | 6314144000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 12486720201975000046 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0C38342DB16B38D913E42CDCB0F3C4681FBBC50F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DD190A912A364DA14B50EEF01AE8D3366EE1126C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,085,812 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,649 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $109,786 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,595 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $151,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $450 | LegalFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $45,455 | DeprecAndDpltnRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $45,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,588 | CashBOYAmt |
| Cash EOY | $20,588 | CashEOYAmt |
| Cash EOYFMV | $20,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $224,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,550 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $439,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $437,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $909,489 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,280,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $298,455 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,027,640 | LandBOYAmt |
| Land EOY | $982,185 | LandEOYAmt |
| Land EOYFMV | $982,185 | LandEOYFMVAmt |
| Total Assets BOY | $1,712,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,613,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,085,812 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,712,282 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,613,357 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,712,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,613,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,712,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,613,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,712,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,925 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,613,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,613,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| EXPRESS SCRIPTS AND CIGNA | P | $14,610 | $14,610 | $14,610 |
| WABTEC CORPORATION | P | $39 | $39 | $39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,649 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,007,134 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,599 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $986,754 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.208359 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $504,876 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $902,416 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.559471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,467 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $844,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102377 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,498,765 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,831,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.529237 | DistributionYr5Rt |
| Total Distribution | 1.420579 | TotalDistributionRt |
| Average Distribution | 0.284116 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,034,355 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $293,877 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $788 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $294,665 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,576 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,576 | SubtotalAmt |
| Tax Based On Investment Income | $1,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $224 | OverpaymentAmt |
| Applied To ES Tax | $224 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT HELM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6314144000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARCUMLLP- 10 MELVILLE PARK ROA | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Lesley Malin Helm | ||||||||
| c/o MARCUM LLP-10 MELVILLE PARK Rd | MELVILLE | NY | 11747 | President | 1.0 | $0 | $0 | $0 |
| Scott Helm | ||||||||
| c/o MARCUM LLP-10 MELVILLE PARK Rd | MELVILLE | NY | 11747 | VP, Secretary and Treasurer | 2.0 | $0 | $0 | $0 |
| Gladys M Helm | ||||||||
| c/o MARCUM LLP-10 MELVILLE PARK Rd | MELVILLE | NY | 11747 | Director | 1.0 | $0 | $0 | $0 |
| JoAnne C Malin | ||||||||
| c/o MARCUM LLP-10 MELVILLE PARK Rd | MELVILLE | NY | 11747 | Director | 1.0 | $0 | $0 | $0 |
| 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 | $833,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,050,107 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,050,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,034,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,576 | TotalTaxAmt |
| Distributable Before Adj | $50,142 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,142 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,450 | 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 | $205,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $205,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,358,168 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,841 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $459,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,261 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,019,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $50,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,308 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,174,333 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,358,168 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $816,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,841 | ExcessFromYear4Amt |
| Excess From Year3 | $459,755 | ExcessFromYear3Amt |
| Excess From Year2 | $156,261 | ExcessFromYear2Amt |
| Excess From Current Year | $155,308 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT HELM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | scott helm | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/OMARCUM LLP-10 MELVILLE PARK ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6314144000 | RecipientPhoneNum |
| Form And Info And Materials | n/a | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | n/a | SubmissionDeadlinesTxt |
| Restrictions On Awards | n/a | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chesapeake Shakespeare Company | |||||||
| 7 SOUTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| THE LARK THEATRE COMPANY | |||||||
| 311 WEST 43RD STREET SUITE 406 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,697 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS | Desc |
| Exclusion | $36,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,789 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BUILDING | PropertyDesc |
| Acquired | 2014-02-01 | AcquiredDt |
| Cost Or Other Basis | $1,250,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $253,000 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 27 | LifeRt |
| Current Year Expense | $45,455 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| XCEL ENERGY | $167,067 | $565,155 |
| VERIZON COMMUNICATIONS | $36,332 | $57,130 |
| MERCK & CO INC | $110,785 | $167,700 |
| PFIZER INC COM | $38,100 | $51,984 |
| GENERAL ELECTRIC CO COM | $74,623 | $42,000 |
| EVERGY INCORPORATED | $6,584 | $9,203 |
| CIGNA CORPORATION | $1,732 | $14,810 |
| EXPRESS SCRIPTS | $0 | $0 |
| FAIRPOINT COMMUNICATIONS | $172 | $0 |
| WABTEC CORP | $1,639 | $1,507 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $450 | LegalFeesAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND- RE | Desc |
| Revenue And Expenses Per Books | $109,786 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36,595 | NetInvestmentIncomeAmt |
Comments