BETA

SARAH BONWELL HUDGINS FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SARAH BONWELL HUDGINS FOUNDATION INC (EIN 54-0971072)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-03-09
IRS object ID
202020699349300807
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-09T08:43:46-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453936274PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BETH MOORE & ASSOCIATES CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 120547AddressLine1Txt
CityNEWPORT NEWSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN540971072EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARAH BONWELL HUDGINS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSARABusinessNameControlTxt
Phone7578278757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SINGLETON DRIVEAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER REGISTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7578278757PhoneNum
Signature2020-03-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA CANDELLA CPAPreparerPersonNm
PTINP01695830PTIN
Phone7572241174PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.183.132.240IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-03-05IPDt
IP Tm17:21:30IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id642910601CFE6B544ABC0307FF60E291808AC188AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJENNIFER REGISTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SINGLETON DRIVEAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23666ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,036,003GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SARAHBONWELLHUDGINS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO ENHANCE THE LIVES OF PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,743PYContributionsGrantsAmt
CY Contributions Grants$45,409CYContributionsGrantsAmt
PY Program Service Revenue$322,401PYProgramServiceRevenueAmt
CY Program Service Revenue$277,131CYProgramServiceRevenueAmt
PY Investment Income$75,388PYInvestmentIncomeAmt
CY Investment Income$313,550CYInvestmentIncomeAmt
PY Other Revenue$26,561PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$444,093PYTotalRevenueAmt
CY Total Revenue$636,090CYTotalRevenueAmt
PY Grants And Similar Paid$27,296PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,438CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$134,978PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$133,805CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$490,581PYOtherExpensesAmt
CY Other Expenses$594,159CYOtherExpensesAmt
PY Total Expenses$652,855PYTotalExpensesAmt
CY Total Expenses$732,402CYTotalExpensesAmt
PY Revenues Less Expenses-$208,762PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$96,312CYRevenuesLessExpensesAmt
Total Assets BOY$7,373,279TotalAssetsBOYAmt
Total Assets EOY$7,067,980TotalAssetsEOYAmt
Total Liabilities BOY$395,721TotalLiabilitiesBOYAmt
Total Liabilities EOY$341,177TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,977,558NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,726,803NetAssetsOrFundBalancesEOYAmt
MissionTO ENHANCE THE LIVES OF PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$534,053ExpenseAmt
Grant$4,438GrantAmt
Revenue$277,131RevenueAmt
DescDEPRECIATION AND MAINTENANCE ON FACILITIES USED AS A TRAINING AND REHABILITATION CENTER FOR MENTALLY DISABLED PERSONS.Desc
Total Program Service Expenses$534,053TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7578278757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SINGLETON DRIVEAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23666ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JENNIFER REGISTER
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
RICHARD BAGLEY JR
SECOND VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SARAH PUCKETT
TRUSTEE1.00Yes (X)$0$0$0
CHARLES ELINSKY
TRUSTEE1.00Yes (X)$0$0$0
EDITH WHITE
TRUSTEE1.00Yes (X)$0$0$0
PAUL BABCOCK
TRUSTEE1.00Yes (X)$0$0$0
TOM HARTMAN
TRUSTEE1.00Yes (X)$0$0$0
ANDREW SULLIVAN
TRUSTEE1.00Yes (X)$0$0$0
CATHIE HARNEY
TRUSTEE1.00Yes (X)$0$0$0
GEORGE LEAGUE
TRUSTEE1.00Yes (X)$0$0$0
DON SWAIN
TRUSTEE1.00Yes (X)$0$0$0
KIRK WALL
TRUSTEE1.00Yes (X)$0$0$0
DEL DAVID E YANCEY
TRUSTEE1.00Yes (X)$0$0$0
HERBERT GREEN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
WILLIAM STINEBAUGH
TREASURER1.00Yes (X)Yes (X)$0$0$0
SOUTH PATTERSON
TRUSTEE1.00Yes (X)$0$0$0
LORRI POWERS
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$90,050$0$0
JONATHAN MINIKOFF
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$90,050TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$45,409AllOtherContributionsAmt
Total Contributions$45,409TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCOMPLEX RENTALDesc
Business532000BusinessCd
Total Revenue Column$277,131TotalRevenueColumnAmt
Related Or Exempt Func Income$277,131RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$277,131TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$134,476TotalRevenueColumnAmt
Exclusion$134,476ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$578,987SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$399,913SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$179,074SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,074TotalRevenueColumnAmt
Exclusion$179,074ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$636,090TotalRevenueColumnAmt
Related Or Exempt Func Income$277,131RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$313,550ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,438TotalAmt
Program Services$4,438ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$90,050TotalAmt
Program Services$54,030ProgramServicesAmt
Management And General$36,020ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$32,450TotalAmt
Program Services$19,470ProgramServicesAmt
Management And General$12,980ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,305TotalAmt
Program Services$5,623ProgramServicesAmt
Management And General$5,682ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,713TotalAmt
Program Services$2,442ProgramServicesAmt
Management And General$271ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,649TotalAmt
Program Services$3,512ProgramServicesAmt
Management And General$18,137ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,848TotalAmt
Management And General$5,848ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,954TotalAmt
Management And General$5,954ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,897TotalAmt
Management And General$6,897ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,158TotalAmt
Program Services$20,158ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$213,636TotalAmt
Program Services$199,726ProgramServicesAmt
Management And General$13,910ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,337TotalAmt
Program Services$18,580ProgramServicesAmt
Management And General$6,757ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS AND MAINTENANCE$128,932$128,932
BAD DEBT$64,991$64,991
CAMPERSHIPS AND RECREAT$35,447$35,447
UTILITIES$32,286$13,923$18,363

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,311TotalAmt
Program Services$27,772ProgramServicesAmt
Management And General$2,539ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$732,402TotalAmt
Program Services$534,053ProgramServicesAmt
Management And General$198,349ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$323,791BOYAmt
EOY$378,757EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,146BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,348BOYAmt
EOY$6,394EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,916,992LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,216,726LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,907,407BOYAmt
EOY$3,700,266EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,099,780BOYAmt
EOY$2,978,367EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,807BOYAmt
EOY$4,196EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,373,279BOYAmt
EOY$7,067,980EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,348BOYAmt
EOY$6,754EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$380,373BOYAmt
EOY$327,423EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,000BOYAmt
EOY$7,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$395,721BOYAmt
EOY$341,177EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,977,558BOYAmt
EOY$6,726,803EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,977,558BOYAmt
EOY$6,726,803EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,373,279BOYAmt
EOY$7,067,980EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$96,312ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$154,443NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,011CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,743CurrentTaxYearMinus1YearAmt
Current Tax Year$45,409CurrentTaxYearAmt
Total$138,124TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,011CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,743CurrentTaxYearMinus1YearAmt
Current Tax Year$45,409CurrentTaxYearAmt
Total$138,124TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$138,124PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$136,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,869CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,733CurrentTaxYearMinus1YearAmt
Current Tax Year$134,476CurrentTaxYearAmt
Total$570,817TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$84CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180CurrentTaxYearMinus1YearAmt
Total$264TotalAmt
FieldValueIRS element (for citing)
Total Support$709,205TotalSupportAmt
Gross Receipts Rltd Activities$2,320,139GrossReceiptsRltdActivitiesAmt
Public Support CY1700.19480PublicSupportCY170Pct
Public Support PY1700.20150PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE FOUNDATION MEETS THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:-DURING THE FISCAL YEAR THE ORGANIZATION RECEIVED GENERAL PUBLIC SUPPORT IN EXCESS OF 10% AND THE 5 YEAR AVERAGE WAS IN EXCESS OF 10%.- THE FOUNDATION HAS A BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE EXECUTIVE DIRECTOR IS TASKED WITH INCREASING THE PUBLIC SUPPORT IN THE UPCOMING YEARS. DURING THE 2018 FISCAL YEAR THE EXECUTIVE DIRECTOR OVER DOUBLED THE CONTRIBUTIONS.- THE CURRENT YEAR SUPPORT CAME FROM VARIOUS INDIVIDUAL MEMBERS AND BUSINESSES IN THE LOCAL COMMUNITY.- THE BOARD OF DIRECTORS REPRESENT A BROAD RANGE OF INDIVIDUAL FROM THE LOCAL COMMUNITY AND PUBLIC OFFICIALS- THE FOUNDATION PROVIDES HOUSING AND WORK/ACTIVITIES FOR INDIVIDUALS WITH MENTAL AND/PHYSICAL DISABILITIES. THIS IS DONE BY MAINTAINING GROUP HOUSING FOR INDIVIDUALS AND RENTAL OF FACILITIES AT BELOW MARKET RATES TO ORGANIZATIONS THAT SUPPORT THIS MISSION.FactsAndCircumstancesTestTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$122,322OtherCostOrOtherBasisAmt
Book Value$122,322BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,175,769OtherCostOrOtherBasisAmt
Depreciation$4,687,177DepreciationAmt
Book Value$3,488,592BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$618,901OtherCostOrOtherBasisAmt
Depreciation$529,549DepreciationAmt
Book Value$89,352BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,700,266TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
Amt$7,000Amt
FieldValueIRS element (for citing)
Total Liability$7,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$943,887TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$154,443NetUnrealizedGainsInvstAmt
Revenue Not Reported-$154,443RevenueNotReportedAmt
Revenue Subtotal$1,098,330RevenueSubtotalAmt
Other Revenues Not Included-$462,240OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$462,240RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$636,090TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,194,642TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,194,642ExpensesSubtotalAmt
Other Expenses Not Included-$462,240OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$462,240ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$732,402TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION HAS DETERMINE THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2019. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2016 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT FEES 5,848. DONATED RENT -468,088.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT FEES 5,848. DONATED RENT -468,088.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE TAX RETURN IS INITIALLY REVIEWED BY MANAGEMENT WITH QUESTIONS DIRECTED TO THE CPA. THE TREASURER OF THE BOARD THEN REVIEWS THE RETURN WITH MANAGEMENT PRIOR TO THE SIGNING AND FILING OF THE TAX RETURN.
FORM 990, PART VI, SECTION B, LINE 15TRUSTEE STAFF SUPPORT COMMITTEE AND BUDGET AND FINANCE COMMITTEE PROPOSE A COST OF LIVING INCREASE BASED ON INFLATION AND THE ENTIRE BOARD APPROVES THE INCREASE AS PART OF THE ANNUAL BUDGET.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE MAINTAINED BY THE EXCUTIVE DIRECTOR AND ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.