MERION FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MERION FOUNDATION (EIN 20-5374661)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-29
- IRS object ID
- 201933029349100423
- 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
- Form 990-PF
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-29T14:22:08-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232194268 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOOLARD KRAJNIK MASCIANGELO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W WELSH POOL ROAD | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205374661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MERION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 6106641267 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVENUE | AddressLine1Txt |
| City | MERION STATION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ETTLESON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106641267 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK LOUGHRY | PreparerPersonNm |
| PTIN | P01444525 | PTIN |
| Phone | 6103635200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.92.233.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 14:22:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 507346069C3C3A44F814A1C4796C4294583A0798 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,290,638 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Gross Rents Rev And Expnss | $111,104 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $111,104 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $111,104 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $81,197 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,450 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,450 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $112,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $112,554 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $997 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $498 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16,498 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,999 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $10,999 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $5,499 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,635 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $14,635 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,317 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $35,839 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $35,839 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $35,839 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $48,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,077 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $42,077 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,085 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $104,547 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $104,547 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,399 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,007 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,805 | CashBOYAmt |
| Cash EOY | $28,642 | CashEOYAmt |
| Cash EOYFMV | $28,642 | CashEOYFMVAmt |
| Acct Rcvbl | $2,390 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,390 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,390 | AcctRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,324,984 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,378 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,235,697 | LandBOYAmt |
| Land EOY | $1,259,606 | LandEOYAmt |
| Land EOYFMV | $1,259,606 | LandEOYFMVAmt |
| Total Assets BOY | $1,272,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,290,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,290,638 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $211,035 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $240,563 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $211,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $240,563 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,061,467 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,050,075 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,061,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,050,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,272,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,290,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,061,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,050,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,050,075 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,664 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.884881 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,198 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.459509 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,188 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,064 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 11.454887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,000 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 17.799277 | TotalDistributionRt |
| Average Distribution | 4.449819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,233 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,431 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $143,497 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,399 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $131 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | COLETTE SPEAKMAN BANNAN MGR | IndividualWithBooksNm |
| Phone | 6106441267 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVENUE | AddressLine1Txt |
| City | MERION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ETTELSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVE | AddressLine1Txt |
| City | MERION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | CHARITABLE DONATIONS TO COMMUNITY SOCIAL SERVICEORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,399 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,399 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,399 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,852 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,852 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,000 | ExcessFromYear4Amt |
| Excess From Year3 | $12,188 | ExcessFromYear3Amt |
| Excess From Year2 | $12,000 | ExcessFromYear2Amt |
| Excess From Year1 | $17,664 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,612 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,612 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,370 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,370 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,399 | CurrentYearAmt |
| Year1 | $17,664 | Year1Amt |
| Year2 | $12,000 | Year2Amt |
| Year3 | $12,188 | Year3Amt |
| Total | $61,251 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,399 | CurrentYearAmt |
| Year1 | $17,664 | Year1Amt |
| Year2 | $12,000 | Year2Amt |
| Year3 | $12,188 | Year3Amt |
| Total | $61,251 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $31,371 | CurrentYearAmt |
| Year1 | $36,806 | Year1Amt |
| Year2 | $3,725 | Year2Amt |
| Year3 | $736 | Year3Amt |
| Total | $72,638 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,075 | CurrentYearAmt |
| Year1 | $665 | Year1Amt |
| Year2 | $73 | Year2Amt |
| Year3 | $35 | Year3Amt |
| Total | $1,848 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MERION COMMUNITY ASSOCIATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVENUE | AddressLine1Txt |
| City | MERION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106641267 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING NEED AND PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LOWER MERION COMMUNITY NON-PROFIT ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $81,197 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CATERER FEES | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,450 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,647 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BALA CYNWYD BUILDING | 2016-12-31 | $1,056,911 | $27,100 | SL | 39.000000000000 | $27,100 | $27,100 | $27,100 |
| BATHROOM IMPROVEMENTS | 2017-09-22 | $42,937 | $275 | SL | 39.000000000000 | $1,101 | $1,101 | $1,101 |
| DECK | 2017-12-07 | $19,421 | $41 | SL | 39.000000000000 | $498 | $498 | $498 |
| DRAPES | 2017-08-31 | $10,865 | $724 | SL | 5.000000000000 | $2,173 | $2,173 | $2,173 |
| HVAC | 2017-11-30 | $21,950 | $47 | SL | 39.000000000000 | $563 | $563 | $563 |
| KITCHEN IMPROVEMENTS | 2017-11-20 | $8,844 | $19 | SL | 39.000000000000 | $227 | $227 | $227 |
| LAND IMPROVEMENTS | 2017-04-26 | $21,086 | $937 | SL | 15.000000000000 | $1,406 | $1,406 | $1,406 |
| PAINTING | 2017-12-06 | $32,734 | $70 | SL | 39.000000000000 | $839 | $839 | $839 |
| PLUMBING | 2017-10-10 | $10,042 | $64 | SL | 39.000000000000 | $257 | $257 | $257 |
| ROOF IMPROVEMENTS | 2017-11-22 | $8,550 | $18 | SL | 39.000000000000 | $219 | $219 | $219 |
| CARPENTRY IMPROVEMENTS | 2017-08-29 | $27,523 | $235 | SL | 39.000000000000 | $706 | $706 | $706 |
| ELECTRICAL IMPROVEMENTS | 2017-12-06 | $4,373 | $9 | SL | 39.000000000000 | $112 | $112 | $112 |
| DECK | 2018-07-16 | $59,750 | SL | 39.000000000000 | $638 | $638 | $638 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BALA CYNWYD BUILDING | $1,056,911 | $54,200 | $1,002,711 |
| BATHROOM IMPROVEMENTS | $42,937 | $1,376 | $41,561 |
| DECK | $19,421 | $539 | $18,882 |
| DRAPES | $10,865 | $2,897 | $7,968 |
| HVAC | $21,950 | $610 | $21,340 |
| KITCHEN IMPROVEMENTS | $8,844 | $246 | $8,598 |
| LAND IMPROVEMENTS | $21,086 | $2,343 | $18,743 |
| PAINTING | $32,734 | $909 | $31,825 |
| PLUMBING | $10,042 | $321 | $9,721 |
| ROOF IMPROVEMENTS | $8,550 | $237 | $8,313 |
| CARPENTRY IMPROVEMENTS | $27,523 | $941 | $26,582 |
| ELECTRICAL IMPROVEMENTS | $4,373 | $121 | $4,252 |
| DECK | $59,750 | $638 | $59,112 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UTILITIES | $14,051 | $9,367 | $9,367 | $4,684 |
| WATER | $1,251 | $834 | $834 | $417 |
| TELEPHONE | $1,320 | $880 | $880 | $440 |
| GENERAL SUPPLIES | $1,633 | $1,089 | $1,089 | $544 |
| ACQUISITION & LOC EXPENSES | $0 | $0 | $0 | $0 |
| CAPITAL IMPROVEMENTS | $8,231 | $8,231 | $8,231 | $0 |
| REPAIR AND MAINTENANCE | $21,541 | $21,541 | $21,541 | $0 |
| OFFICE | $135 | $135 | $135 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CATERER FEES | Desc |
| Revenue And Expenses Per Books | $1,450 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,450 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BMT LOAN | $192,630 | $221,808 |
| DEPOSITS | $14,400 | $12,850 |
| SECURITY DEPOSIT | $4,005 | $5,905 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVERTISING | CategoryTxt |
| Amt | $1,495 | Amt |
| Net Investment Income | $997 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $997 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $498 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS TAXES | CategoryTxt |
| Amt | $21,952 | Amt |
| Net Investment Income | $14,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,635 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,317 | DisbursementsCharitablePrpsAmt |
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