HUMMINGBIRD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUMMINGBIRD FOUNDATION INC (EIN 59-3797192)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2020-08-05
- IRS object ID
- 202012189349100611
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-05T16:44:29-05:00 | ReturnTs |
| Tax Period End | 2020-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131639826 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593797192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMMINGBIRD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUMM | BusinessNameControlTxt |
| Phone | 8564241123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO LINDABURY MCCORMICK 53 CARDINA | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R HUMMEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8564241123 | PhoneNum |
| Signature | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY FAUGNO | PreparerPersonNm |
| PTIN | P00235434 | PTIN |
| Phone | 7322437000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-28 | IPDt |
| IP Tm | 07:50:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BFFF94EB4DDFE25C9D2108301F2242FCC5D10FAC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,624,501 | 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 | $13,860 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $378,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $378,775 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,719,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $529 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $393,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,304 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,594 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,594 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,306 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,792 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,514 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $75,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103,778 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,887 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $245,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $822,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $822,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,067,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $869,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$674,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,730 | CashBOYAmt |
| Cash EOY | $700 | CashEOYAmt |
| Cash EOYFMV | $700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,839,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,132,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,132,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,600,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,655,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,626,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,568,107 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,572,034 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,650,258 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $142,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $214,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,153,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,475,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,624,501 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,153,790 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,475,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,153,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,475,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,153,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,475,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,153,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$674,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,479,317 | SubtotalAmt |
| Other Decreases | $3,504 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,475,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GLENMEDE 00-4/9 | $3,226,038 | $3,351,606 | -$125,568 | -$125,568 | |
| CHARLES SCHWAB - 8095 | $1,382,254 | $1,367,855 | $14,399 | $14,399 | |
| CAPITAL GAINS DISTRIBUTIONS | $111,698 | $111,698 | $111,698 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $529 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,042,927 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,000,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $458,382 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,810,138 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030951 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $754,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,892,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $873,030 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,550,788 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064427 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $896,192 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,801,311 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070008 | DistributionYr5Rt |
| Total Distribution | 0.285258 | TotalDistributionRt |
| Average Distribution | 0.057052 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,114,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $976,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,587 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $979,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $869,995 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,914 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,914 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,739 | OverpaymentAmt |
| Applied To ES Tax | $15,739 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID AND JANE HUMMEL | IndividualWithBooksNm |
| Phone | 8564241123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 PARTREE ROAD | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08003 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID R HUMMEL | ||||||||
| 120 PARTREE ROAD | CHERRY HILL | NJ | 08003 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE HUMMEL | ||||||||
| 120 PARTREE ROAD | CHERRY HILL | NJ | 08003 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHAD HUMMEL | ||||||||
| 214 EAST 24TH STREET | NEW YORK | NY | 10010 | TRUSTEE | 3.00 | $6,500 | $0 | $0 |
| RICHARD VESTAL | ||||||||
| PO BOX 209 | PENNS PARK | PA | 18943 | TRUSTEE | 3.00 | $2,500 | $0 | $0 |
| TODD HUMMEL | ||||||||
| 112 BELLEVUE AVE E APT 305 | SEATTLE | WA | 98102 | TRUSTEE | 3.00 | $6,500 | $0 | $0 |
| IAN SMITH | ||||||||
| 102 WOODALE DRIVE | KENNETT SQUARE | PA | 19348 | TRUSTEE | 3.00 | $6,500 | $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 | $15,638,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,537,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $199,476 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,375,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,375,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,114,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,175 | TotalTaxAmt |
| Distributable Before Adj | $850,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $850,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $850,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $869,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $869,995 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $869,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $850,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,621 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $231,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $347,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $758,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $869,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $850,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,435 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $778,121 | 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 | $53,621 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $724,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $231,725 | ExcessFromYear4Amt |
| Excess From Year3 | $126,232 | ExcessFromYear3Amt |
| Excess From Year1 | $347,108 | ExcessFromYear1Amt |
| Excess From Current Year | $19,435 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID R HUMMEL | ContributingManagerNm |
| Contributing Manager | JANE HUMMEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICA'S GROW-A ROW | ||||||||
| 150 PITTSTOWN RD | PITTSTOWN | NJ | 08867 | NONE | PC | TO SUPPORT FOOD PRODUCTION. | $150,000 | |
| CATHEDRAL SOUP KITCHEN | ||||||||
| 1514 MARKET STREET | CAMDEN | NJ | 08105 | NONE | PC | TO PROVIDE MEALS TO THE POOR AND HUNGRY. | $250,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | ||||||||
| THE LINCOLN FINANCIAL MURAL ARTS | PHILADELPHIA | PA | 19130 | NONE | PC | TO SUPPORT ARTS PROGRAM. | $400,000 | CENTER |
| PHILABUNDANCE | ||||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | NONE | PC | TO HELP END HUNGER | $22,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $822,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $378,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $379,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,304 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND JANE HUMMEL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 PARTREE ROAD | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,860 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,306 | Amt |
| Net Investment Income | $5,792 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,514 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLENMEDE - 00-4/9 - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,572,034 | EOYBookValueAmt |
| EOYFMV | $1,650,258 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB 8095 - CORPORATE STOCK | $5,954,717 | $8,194,312 |
| GLENMEDE - 00-4/9 - CORPORATE STOCK | $5,700,453 | $5,431,790 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB 8095 - OTHER ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $115,403 | BookValueAmt |
| EOYFMV | $214,935 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,594 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,594 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT - COST BASIS | Desc |
| Amt | $3,504 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,264 | $1,132 | $1,132 |
| INVESTMENT FEES | $100,219 | $100,219 | $0 |
| REGISTRATION FEES | $750 | $0 | $750 |
| BANK FEES | $29 | $0 | $29 |
| USCIF | $2,427 | $2,427 | $0 |
| CONSULTING | $5,100 | $0 | $5,100 |
| PENALTIES | $2,072 | $0 | $0 |
| WEBSITE DESIGN | $4,000 | $0 | $4,000 |
| CONFERENCE | $2,876 | $0 | $2,876 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments