CADRE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CADRE FOUNDATION INC (EIN 22-3341312)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202001959349100400
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T06:12:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830618895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECHTEL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 ATRIUM WAY SUITE 200 | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | 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 | 223341312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CADRE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CADR | BusinessNameControlTxt |
| Phone | 8564287012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 NORTH RIDING DRIVE | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DORIS L CAREY | PersonNm |
| Person Title | PRES/DIRECTOR | PersonTitleTxt |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH BECHTEL CPA | PreparerPersonNm |
| PTIN | P01534910 | PTIN |
| Phone | 8563387710 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 06:12:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B8019CA6ED9B29502C491DAE87DE30157DDD522B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01638E158BADB15C93124B9C5EF8149EA12FA99D | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,435 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,245 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,245 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,702 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,952 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,593 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,593 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,626 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,626 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,825 | CashBOYAmt |
| Cash EOY | $4,860 | CashEOYAmt |
| Cash EOYFMV | $4,860 | CashEOYFMVAmt |
| Corporate Stock BOY | $32,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,217 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $89,809 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $86,556 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $91,358 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $125,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $125,087 | RetainedEarningBOYAmt |
| Retained Earning EOY | $116,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,590 | ExcessRevenueOverExpensesAmt |
| Subtotal | $116,497 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $116,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 ISHARES US AEROSPACE EFT | P | 2018-02-14 | 2019-07-18 | $21,381 | $19,699 | $1,682 | $1,682 |
| 3 GUGGENHEIM DEFINED | P | 2018-10-26 | 2019-10-01 | $29 | $28 | $1 | $1 |
| 2041 FT UNIT 7045 US | P | 2018-02-14 | 2019-10-01 | $18,084 | $19,985 | -$1,901 | -$1,901 |
| 66 JOHNSON AND JOHNSON COM | P | 2001-12-07 | 2019-10-01 | $8,546 | $3,674 | $4,872 | $4,872 |
| 1 GUGGENHEIM DEFINED | P | 2019-01-28 | 2019-10-01 | $10 | $9 | $1 | $1 |
| 7 FT UNIT 7045 US | P | 2018-06-26 | 2019-10-01 | $62 | $64 | -$2 | -$2 |
| 25 JOHNSON AND JOHNSON COM | P | 2003-05-27 | 2019-10-01 | $3,237 | $1,344 | $1,893 | $1,893 |
| 1 GUGGENHEIM DEFINED | P | 2019-01-28 | 2019-10-01 | $10 | $9 | $1 | $1 |
| 15 FT UNIT 7045 US | P | 2018-12-27 | 2019-10-01 | $133 | $104 | $29 | $29 |
| 688 GUGGENHEIM DEFINED | P | 2018-02-14 | 2019-10-01 | $6,661 | $7,287 | -$626 | -$626 |
| 1 GUGGENHEIM DEFINED | P | 2019-02-26 | 2019-10-01 | $10 | $10 | ||
| 1 FT UNIT 7045 US | P | 2018-06-26 | 2019-10-01 | $9 | $8 | $1 | $1 |
| 2 GUGGENHEIM DEFINED | P | 2018-02-14 | 2019-10-01 | $19 | $22 | -$3 | -$3 |
| 2 GUGGENHEIM DEFINED | P | 2019-03-26 | 2019-10-01 | $19 | $18 | $1 | $1 |
| 0.0127 FT UNIT 7045 US | P | 2018-06-26 | 2019-10-01 | ||||
| 1 GUGGENHEIM DEFINED | P | 2018-03-02 | 2019-10-01 | $10 | $10 | ||
| 1 GUGGENHEIM DEFINED | P | 2019-04-26 | 2019-10-01 | $10 | $10 | ||
| 12.9873 FT UNIT 7045 US | P | 2019-06-26 | 2019-10-01 | $115 | $114 | $1 | $1 |
| 4 GUGGENHEIM DEFINED | P | 2018-03-27 | 2019-10-01 | $39 | $41 | -$2 | -$2 |
| 1 GUGGENHEIM DEFINED | P | 2019-04-26 | 2019-10-01 | $10 | $10 | ||
| 0.0127 FT UNIT 7045 US | P | 2018-06-26 | 2019-10-01 | ||||
| 3 GUGGENHEIM DEFINED | P | 2018-04-26 | 2019-10-01 | $29 | $31 | -$2 | -$2 |
| 1 GUGGENHEIM DEFINED | P | 2019-05-29 | 2019-10-01 | $10 | $10 | ||
| 908 BLACKROCK TECHNOLOGY | P | 2018-07-27 | 2019-11-19 | $24,734 | $21,983 | $2,751 | $2,751 |
| 5 GUGGENHEIM DEFINED | P | 2018-06-26 | 2019-10-01 | $48 | $51 | -$3 | -$3 |
| 1 GUGGENHEIM DEFINED | P | 2019-06-26 | 2019-10-01 | $10 | $10 | ||
| 1 BLACKROCK TECHNOLOGY | P | 2018-12-07 | 2019-11-19 | $27 | $23 | $4 | $4 |
| 1 GUGGENHEIM DEFINED | P | 2018-07-26 | 2019-10-01 | $10 | $10 | ||
| 1 GUGGENHEIM DEFINED | P | 2019-07-25 | 2019-10-01 | $10 | $10 | ||
| 0.2920 BLACKROCK TECHNOLOGY | P | 2018-12-07 | 2019-11-19 | $8 | $6 | $2 | $2 |
| 3 GUGGENHEIM DEFINED | P | 2018-07-26 | 2019-10-01 | $29 | $31 | -$2 | -$2 |
| 0.2052 GUGGENHEIM DEFINED | P | 2019-07-25 | 2019-10-01 | $2 | $2 | ||
| 12 BLACKROCK TECHNOLOGY | P | 2018-12-07 | 2019-11-19 | $327 | $257 | $70 | $70 |
| 1 GUGGENHEIM DEFINED | P | 2018-08-28 | 2019-10-01 | $9 | $10 | -$1 | -$1 |
| 1 GUGGENHEIM DEFINED | P | 2019-07-25 | 2019-10-01 | $10 | $10 | ||
| 38 EXXON MOBIL CORP COM | P | 2001-12-07 | 2019-12-09 | $2,589 | $1,427 | $1,162 | $1,162 |
| 1 GUGGENHEIM DEFINED | P | 2018-08-28 | 2019-10-01 | $9 | $10 | -$1 | -$1 |
| 0.9809GUGGENHEIM DEFINED | P | 2019-08-23 | 2019-10-01 | $9 | $9 | ||
| 25 EXXON MOBIL CORP COM | P | 2003-05-27 | 2019-12-09 | $1,703 | $927 | $776 | $776 |
| 3 GUGGENHEIM DEFINED | P | 2018-09-26 | 2019-10-01 | $29 | $31 | -$2 | -$2 |
| 1.8139 GUGGENHEIM DEFINED | P | 2019-09-24 | 2019-10-01 | $3 | $3 | ||
| 1 GUGGENHEIM DEFINED | P | 2018-10-26 | 2019-10-01 | $10 | $10 | ||
| 0.3223 GUGGENHEIM DEFINED | P | 2019-09-24 | 2019-10-01 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,702 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $110 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,975 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $160,285 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105905 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $175,497 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104252 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,241 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $169,449 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095846 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,413 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $186,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109420 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,292 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $204,477 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094348 | DistributionYr5Rt |
| Total Distribution | 0.509771 | TotalDistributionRt |
| Average Distribution | 0.101954 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $154,368 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,738 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,858 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,626 | 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 | $120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $120 | SubtotalAmt |
| Tax Based On Investment Income | $120 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $120 | TaxDueAmt |
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 |
| 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 |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | DORIS L CAREY | IndividualWithBooksNm |
| Phone | 8564287012 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 NORTH RIDING DRIVE | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080032176 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DORIS L CAREY | ||||||||
| 11 NORTH RIDING DRIVE | CHERRY HILL | NJ | 08003 | PRES/DIRECTO | 3.00 | $0 | $0 | $0 |
| DIANE C DREWKE | ||||||||
| 13809 SERRA OAKS CT | SARATOGA | CA | 95070 | VP/DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $147,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,719 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $156,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120 | TotalTaxAmt |
| Distributable Before Adj | $7,598 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,598 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,598 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,626 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,626 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $120 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,598 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,749 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,626 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,028 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,934 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,125 | ExcessFromYear4Amt |
| Excess From Year3 | $7,813 | ExcessFromYear3Amt |
| Excess From Year2 | $9,749 | ExcessFromYear2Amt |
| Excess From Year1 | $9,083 | ExcessFromYear1Amt |
| Excess From Current Year | $13,028 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTER FOR LAW JUSTICE | ||||||||
| 1000 REGENT UNIVERSITY DR | VIRGINIA BEACH | VA | 23464 | NONE | 501C3 | GENERAL FUND | $120 | |
| AMERICAN WILDLIFE FOUNDATION | ||||||||
| 31812 OR-213 | MOLELLA | OR | 97038 | NONE | 501C3 | GENERAL FUND | $100 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 E CROOTATI AVE | COALATI | CA | 94931 | NONE | 501C3 | GENERAL FUND | $250 | |
| CAMPAIGN TIBET | ||||||||
| 1825 JEFFERSON PI NW | WASHINGTON | DC | 20036 | NONE | 501C3 | GENERAL FUND | $100 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| 378 N MAIN AVE | TUCSON | AZ | 85701 | NONE | 501C3 | GENERAL FUND | $100 | |
| CHRISTIANS IN DEFENSE OF ISRAEL | ||||||||
| PO BOX 540209 | ORLANDO | FL | 32854 | NONE | 501C3 | GENERAL FUND | $200 | |
| CLEAN WATER ACTION | ||||||||
| 909 ABBOT RD | EAST LANSING | MI | 48823 | NONE | 501C3 | GENERAL FUND | $100 | |
| DELAWARE RIVER KEEPERS | ||||||||
| 925 CANAL ST 3701 | BRISTOL | PA | 19007 | NONE | 501C3 | GENERAL FUND | $100 | |
| FREEDOM CENTER | ||||||||
| 2121 NJ-38 | CHERRY HILL | NJ | 08002 | NONE | 501C3 | GENERAL FUND | $100 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501C3 | GENERAL FUND | $100 | 11TH FLOOR |
| FRONTIERS OF FREEDOM INSTITUTE INC | ||||||||
| 4094 MAJESTIC LN | FAIRFAX | VA | 22033 | NONE | 501C3 | GENERAL FUND | $50 | 380 |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | 501C3 | GENERAL FUND | $500 | |
| IN DEFENSE OF ANIMALS | ||||||||
| 3010 KERNER BLVD | SAN RAFAEL | CA | 94901 | NONE | 501C3 | GENERAL FUND | $100 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD ST SW | WASHINGTON | DC | 20515 | NONE | 501C3 | GENERAL FUND | $150 | |
| LADY FREETHINKER | ||||||||
| 12405 VENICE BLVD | LOS ANGELES | CA | 90066 | NONE | 501C3 | GENERAL FUND | $360 | 390 |
| LIBERTY COUNSEL INC | ||||||||
| PO BOX 540774 | ORLANDO | FL | 32854 | NONE | 501C3 | GENERAL FUND | $100 | |
| LIBERTY RELIEF INTERNATIONAL | ||||||||
| PO BOX 540537 | ORLANDO | FL | 32854 | NONE | 501C3 | GENERAL FUND | $50 | |
| MERCY SHIPS | ||||||||
| 15862 TX-110 N | LINDALE | TX | 75771 | NONE | 501C3 | GENERAL FUND | $200 | |
| NATIONAL RIGHT TO WORK LGL D | ||||||||
| 8001 BRADDOCK RD | SPRINGDALE | VA | 22151 | NONE | 501C3 | GENERAL FUND | $100 | |
| NETWORK FOR ANIMALS | ||||||||
| 4957 CROSS POINTE DRIVE | OLDSMAR | FL | 34677 | NONE | 501C3 | GENERAL FUND | $200 | |
| OCEANA INC | ||||||||
| 1025 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501C3 | GENERAL FUND | $100 | SUITE 200 |
| PCRM | ||||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | 501C3 | GENERAL FUND | $15,600 | 400 |
| PETA | ||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | 501C3 | GENERAL FUND | $14 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | NONE | 501C3 | GENERAL FUND | $500 | 552 |
| PROJECT VERITAS | ||||||||
| 1212 W BOSTON POST RD | MAMORONEK | NY | 10543 | NONE | 501C3 | GENERAL FUND | $322 | |
| RAINFOREST ACTION NETWORK | ||||||||
| 425 BUSH ST | SAN FRANCISCO | CA | 94108 | NONE | 501C3 | GENERAL FUND | $25 | SUITE 300 |
| REACHING UNREACHED NATIONS | ||||||||
| PO BOX 6543 NULL | VIRGINIA BEACH | VA | 23456 | NONE | 501C3 | GENERAL FUND | $460 | |
| RESERVATION ANIMAL RESCUE | ||||||||
| 16415 ADDISON RD | ADDISON | TX | 75001 | NONE | 501C3 | GENERAL FUND | $100 | SUITE 200 |
| SECURE FREEDOM | ||||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | 501C3 | GENERAL FUND | $100 | SUITE 189 |
| SOI DOG | ||||||||
| 2010 15TH ST | SAN FRANCISCO | CA | 94114 | NONE | 501C3 | GENERAL FUND | $100 | |
| THE HERITAGE FOUNDATION | ||||||||
| 14382 US HWY 19S | THOMASVILLE | GA | 31757 | NONE | 501C3 | GENERAL FUND | $100 | |
| UNTIED AMERICAN COMMITTEE | ||||||||
| 2223 2 AVE N | LAKE WORTH | FL | 33461 | NONE | GENERAL FUND | $25 | NO B121 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT RD | JACKSONVILLE | FL | 32256 | NONE | GENERAL FUND | $100 | SUITE 300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,626 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,245 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,702 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,952 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,952 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,593 | Amt |
| Net Investment Income | $1,593 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SHS ISHARES US AEROSPACE ETF | ||
| 716 SHS GUGGENHEIM DEFINED PORTF | ||
| 2063 SHS FT UNIT 7045 US INFRASTRUCT | ||
| 2043 SHS ADVISORS DISCIPLINED TR UNI | $20,282 | $22,400 |
| 921 SHS BLACKROCK TECHNOLOGY | ||
| 1520.87 FEDERATED MDT ALL CAP CORE | $41,234 | $43,010 |
| 2441 FT UNIT 8313 CAP STR PORTFOLIO | $25,040 | $25,948 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 91 SHS JOHNSON & JOHNSON COM | ||
| 83 SHS APPLE INC | $6,228 | $24,373 |
| 161 SHS JPMORGAN CHASE & CO | $14,926 | $22,443 |
| 104 SHS MICROSOFT CORP | $3,927 | $16,401 |
| 63 SHS EXXON MOBIL CORP COM |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| VARIOUS FEES/EXPENSES | $112 | $112 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
Comments