O L PATHY FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- O L PATHY FAMILY FOUNDATION INC (EIN 45-2617992)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-22
- IRS object ID
- 202002359349100300
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-22T11:29:49-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norberg Davis Bourne & Painter | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12069 Tech Road | AddressLine1Txt |
| City | Silver Spring | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20904 | 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 | 452617992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OL PATHY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLPA | BusinessNameControlTxt |
| Phone | 3014246637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 HUNGERFORD DRIVE | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH P SALETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3014246637 | PhoneNum |
| Signature | 2020-08-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD PAINTER | PreparerPersonNm |
| PTIN | P00037231 | PTIN |
| Phone | 3014246637 | PhoneNum |
| Preparation | 2020-08-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.231.216.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-22 | IPDt |
| IP Tm | 11:29:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A07661B0EFBB9C646A582A3DE0C309576B915F13 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A07661B0EFBB9C646A582A3DE0C309576B915F13 | 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 | $11,137,727 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $289,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $289,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,382,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,454 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $300,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $295,707 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,454 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,925 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,540 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,777 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,777 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,599 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $403 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $26,960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,765 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $603,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $603,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $717,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $622,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$416,497 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,454 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,190 | CashBOYAmt |
| Cash EOY | $57,607 | CashEOYAmt |
| Cash EOYFMV | $57,607 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,519 | SavAndTempCashInvstBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $11,090,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,080,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,080,120 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,169,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,137,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,137,727 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,169,280 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,137,727 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,169,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,137,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,169,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,137,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,169,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$416,497 | ExcessRevenueOverExpensesAmt |
| Other Increases | $384,944 | OtherIncreasesAmt |
| Subtotal | $11,137,727 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,137,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MUTUAL FUNDS, ETC HELD AT PNC | P | 2018-08-17 | 2019-04-01 | $591,037 | $0 | $586,583 | $4,454 | $0 | $0 | $0 | $4,454 |
| MUTUAL FUNDS, ETC HELD AT PNC | P | 2018-05-04 | 2019-09-11 | $1,791,375 | $0 | $1,789,283 | $2,092 | $0 | $0 | $0 | $2,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,546 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,454 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $617,653 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,315,001 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $477,921 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,865,985 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $590,128 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,103,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $473,239 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,256,417 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046141 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $768,747 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,253,580 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068311 | DistributionYr5Rt |
| Total Distribution | 0.271429 | TotalDistributionRt |
| Average Distribution | 0.054286 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,982,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $596,196 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $598,535 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $622,765 | 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 | $2,339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,339 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$9,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $6,583 | OverpaymentAmt |
| Applied To ES Tax | $6,583 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3014246637 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 HUNGERFORD DR STE 223 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH P SALETT | ||||||||
| 6860 PENTRIDGE CT | CHESTERTOWN | MD | 21620 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PETER SALETT | ||||||||
| 476 1/2 STATE STREET | BROOKLYN | NY | 11217 | VICE-PRESIDENT-SECRETARY | 0.00 | $0 | $0 | $0 |
| STEPHEN SALETT | ||||||||
| 395 HENRY STREET APT 3N | BROOKLYN | NY | 11201 | VICE-PRESIDENT-TREASURER | 0.00 | $0 | $0 | $0 |
| STANLEY SALETT | ||||||||
| 6860 PENTRIDGE CT | CHESTERTOWN | MD | 21620 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL CAMPAIGN TO RAISE PUBLIC AWARENESS ABOUT THE ISSUE OF HUMAN TRAFFICKING, WITH THE GOAL OF BECOMING A MAJOR RESOURCE FOR INFORMATION ON THIS ISSUE. | Description1Txt |
| Expenses1 | $603,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,085,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,149,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,149,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,982,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,339 | TotalTaxAmt |
| Distributable Before Adj | $546,786 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $546,786 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $546,786 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $622,765 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $622,765 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $620,426 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,786 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,124 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $622,765 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $546,786 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,979 | RemainingDistriFromCorpusAmt |
| Total Corpus | $187,238 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $41,124 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $70,135 | ExcessFromYear1Amt |
| Excess From Current Year | $75,979 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTWORKS FOR FREEDOM | ||||||
| 3855 NORTH 30TH ST | ARLINGTON | VA | 22207 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $15,000 |
| CENTER FOR MIND BODY MEDICINE | ||||||
| 5225 CONNECTICUT AVE STE 415 | WASHINGTON | DC | 20015 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $100,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| CHIPS | ||||||
| 200 FOURTH AVE | BROOKLYN | NY | 11217 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| EAST NEW YORK FARMS | ||||||
| 613 NEW LOTS AVE | BROOKLYN | NY | 11207 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| MOVE FOR HUNGER | ||||||
| PO BOX 608 | NEPTUNE | NJ | 07754 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| THE BROTHERHOOD SISTER SOL | ||||||
| 512 WEST 143RD ST | NEW YORK | NY | 10031 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| WHY HUNGER | ||||||
| 505 EIGHTH AVE STE 2100 | NEW YORK | NY | 10018 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $15,000 |
| PALESTINIAN HOUSE OF FRIENDSHIP | ||||||
| PO BOX 357 | SOUTH ROYALTON | VT | 05068 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $15,000 |
| US FUND FOR UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| PBS | ||||||
| 2100 CRYSTAL AVE | ARLINGTON | VA | 22202 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| WOMEN'S REFUGEE COMMISSION | ||||||
| 15 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| CENTER FOR COMMUNITYCONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY | NEW YORK | NY | 10012 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| HOPE HOUSE | ||||||
| PO BOX 60682 | WASHINGTON | DC | 20039 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $50,000 |
| POLARIS PROJECT | ||||||
| PO BOX 392710 | PITTSBURGH | PA | 15251 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| CASA DE LA CULTURA EL SALVADOR | ||||||
| 4120 14TH STREET NW STE 22 | WASHINGTON | DC | 20011 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $15,000 |
| THE HUMAN TRAFFICKING PRO BONO LEGAL CENTER | ||||||
| 1030 15TH STREET NW 104B | WASHINGTON | DC | 20005 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| HARMONY PROJECT | ||||||
| 817 VINE ST STE 212 | LOS ANGELES | CA | 90038 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| NEW WORLD FOUNDATION | ||||||
| 666 WEST END AVE | NEW YORK | NY | 10025 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $25,000 |
| PHILANTHROPIC NETWORK | ||||||
| 416 HUNGERFORD DR STE 223 | ROCKVILLE | MD | 20850 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $48,000 |
| HARMONY PROGRAM | ||||||
| 1700 BROADWAY 39TH FL | NEW YORK | NY | 10019 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| WAMU | ||||||
| 4401 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| FUND FOR THE CITY OF NEW YORK | ||||||
| 121 6TH AVE | NEW YORK | NY | 10013 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| MERCY CORPS | ||||||
| PO BOX 80020 | PRESCOTT | AZ | 86304 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HWY EAST | FAIRFIELD | CT | 06825 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| TIDES FOUNDATION | ||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $150,000 |
| UNRWA USA | ||||||
| 1875 CONNECTICUT AVE | WASHINGTON | DC | 20009 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $10,000 |
| WNYC | ||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | PC | CONTRIBUTION TOQUALIFYING 501(C)(3)ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $603,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $295,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,707 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CONSTANCE V PATHY | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RUE DE LA GAUCHETIERE OUEST | AddressLine1Txt |
| City | MONTREAL CA | CityNm |
| Country | CA | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAROLD PAINTER,CPA ACCOUNTING | CategoryTxt |
| Amt | $10,540 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | MUTUAL FUNDS, ETC. HELD AT PNC | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $2,382,412 | GrossSalesPriceAmt |
| Basis | $2,375,866 | BasisAmt |
| Total Net | $6,546 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LONGMAN & VANGRACK, LLC LEGAL FEES | CategoryTxt |
| Legal Fees | $1,925 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $234 | |
| PAYROLL PROCESSING FEES | $524 | |
| CONTRACTORS | $19,765 | $19,765 |
| OFFICE | $3,405 | |
| REGISTRATION FEES | $1,187 | |
| COMPUTER SERVICES | $1,845 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS / LOSS ON INVESTMENTS | Desc |
| Amt | $384,944 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC BANK INVESTMENT MGMT | CategoryTxt |
| Amt | $61,777 | Amt |
| Net Investment Income | $61,777 | NetInvestmentIncomeAmt |