PAMELA MINFORD CHARITABLEFOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PAMELA MINFORD CHARITABLEFOUNDATION (EIN 20-5249564)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-27
- IRS object ID
- 201912399349100421
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-27T14:00:08-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454014835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W E BOGER & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3655 ROUTE 202 SUITE 115 | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189026601 | 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 | 205249564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pamela Minford Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAME | BusinessNameControlTxt |
| Phone | 2153134191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 Bomaca Drive | AddressLine1Txt |
| City | Doylestown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Dailey | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William E Boger | PreparerPersonNm |
| PTIN | P01261698 | PTIN |
| Phone | 2153481446 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,895,810 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $165,783 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $131,250 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $131,250 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $165,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,271 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $131,271 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,888 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $35,550 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,662 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,571 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $643 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,571 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,571 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,962 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,981 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,962 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,962 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,343 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,343 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,343 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,502 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $3,502 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,261 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $1,261 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,261 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $15,219 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $65,408 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $65,408 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65,863 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,098 | CashBOYAmt |
| Cash EOY | $39,643 | CashEOYAmt |
| Cash EOYFMV | $39,643 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,236 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,750,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,750,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,750,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,750,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Land Bldg Investments EOYFMV | $10,931 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,247 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,316 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,473 | LandBOYAmt |
| Land EOY | $10,931 | LandEOYAmt |
| Total Assets BOY | $1,884,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,895,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,895,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,884,635 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,895,810 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,884,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,895,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,884,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,895,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,884,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,175 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,895,810 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,895,810 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,445 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,834,437 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,677 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,811,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,792,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05225 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,931 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,774,022 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05126 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,054 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,763,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06640 | DistributionYr5Rt |
| Total Distribution | 0.246236 | TotalDistributionRt |
| Average Distribution | 0.049247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,861,026 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,650 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,793 | 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 | $1,174 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,174 | SubtotalAmt |
| Tax Based On Investment Income | $1,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,048 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,048 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $134 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | www.minfordcharity.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deborah Dailey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2153481446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 Bomaca Drive | AddressLine1Txt |
| City | Doylestown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| Deborah Minford Dailey | ||||||
| 13 Bomaca Drive | Doylestown | PA | 18901 | President | 12.00 | $27,500 |
| George Dailey | ||||||
| 13 Bomaca Drive | Doylestown | PA | 18901 | Vice President | 0.00 | $0 |
| Brian Dailey | ||||||
| 13 Bomaca Drive | Doylestown | PA | 18901 | Director | 1.00 | $7,500 |
| Kevin Dailey | ||||||
| 13 Bomaca Drive | Doylestown | PA | 18901 | Director | 1.00 | $550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,750,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,889,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,889,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,861,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,174 | TotalTaxAmt |
| Distributable Before Adj | $91,877 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,877 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,793 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,793 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,174 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,877 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,132 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,102 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $20,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,793 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,916 | RemainingDistriFromCorpusAmt |
| Total Corpus | $93,700 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,296 | ExcessFromYear4Amt |
| Excess From Year3 | $6,102 | ExcessFromYear3Amt |
| Excess From Year1 | $20,254 | ExcessFromYear1Amt |
| Excess From Current Year | $31,916 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Doylestown Health | |||||||
| 595 West State Street | Doylestown | PA | 18901 | none | 501(c) | To assist with medical research and related special projects. | $26,000 |
| Doylestown Fire Company | |||||||
| 68 Shewell Avenue | Doylestown | PA | 18901 | none | 501(c) | To assist with general operations and collections related special projects. | $8,000 |
| Bucks Beautiful | |||||||
| 85 E State Street | Doylestown | PA | 18901 | none | 501 (c) | To assist with medical research and related special projects. | $2,500 |
| Glenside UC of Christ Preschool | |||||||
| 2160 Wharton Road | Glenside | PA | 19038 | none | 501 (c) | To assist with medical research and related special projects. | $3,500 |
| The Breathing Room Foundation | |||||||
| 120 S York Road Suite 7 | Hatboro | PA | 19040 | none | 501(c) | To assist with general operations and collections related special projects. | $225 |
| Our Lady of Mt Carmel School | |||||||
| 225 East Ashland Street | Doylestown | PA | 18901 | none | 501 (c) | To assist with general operations and collections related special projects. | $23,850 |
| Pine2Pink | |||||||
| PO Box 307 | Doylestown | PA | 18901 | none | 501 (c) | To assist with general operations and collections related special projects. | $5,600 |
| St Andrews School | |||||||
| 51 Wrights Rd | Newtown | PA | 18940 | none | 501 (c) | To assist with general operations and collections related special projects. | $1,000 |
| Travis Manion Foundation | |||||||
| 164 E State Street | Doylestown | PA | 18901 | none | 501 (c) | To assist with general operations and collections related special projects. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,775 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $21 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $131,250 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $16,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,087 | ExclusionAmt |
| Related Or Exempt Function Incm | $131,271 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,358 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 605.2 Accounting Fees | CategoryTxt |
| Amt | $5,962 | Amt |
| Net Investment Income | $2,981 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,962 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,962 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Computer | 2013-11-25 | $1,306 | $1,066 | SL | 5.0000 | $240 |
| Office Furniture | 2017-01-25 | $2,058 | $378 | SL | 5.0000 | $412 |
| Office Furniture | 2017-01-26 | $1,143 | $210 | SL | 5.0000 | $229 |
| Office Furniture | 2017-02-09 | $3,056 | $561 | SL | 5.0000 | $611 |
| Office Furniture | 2017-03-02 | $508 | $85 | SL | 5.0000 | $102 |
| Office Furniture | 2017-03-08 | $1,161 | $193 | SL | 5.0000 | $232 |
| Office Furniture | 2017-03-09 | $476 | $80 | SL | 5.0000 | $95 |
| Office Furniture | 2017-04-10 | $3,418 | $513 | SL | 5.0000 | $684 |
| Apple Computer | 2017-12-18 | $1,837 | SL | 5.0000 | $367 | |
| Office Furniture | 2017-10-02 | $1,200 | $60 | SL | 5.0000 | $240 |
| Office Furniture | 2017-08-29 | $235 | $16 | SL | 5.0000 | $47 |
| Office Furniture | 2017-08-31 | $254 | $17 | SL | 5.0000 | $51 |
| Apple Computer | 2018-01-02 | $960 | SL | 5.0000 | $192 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture and Fixtures | $14,469 | $5,008 | $9,461 |
| Machinery and Equipment | $4,778 | $3,308 | $1,470 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,571 | LegalFeesAmt |
| Net Investment Income | $643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,571 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,571 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bookkeeping | $1,582 | $1,582 | $1,582 |
| Computer | $250 | $250 | $250 |
| Corporate Services | $791 | $791 | $791 |
| Fees and Research | $332 | $332 | $332 |
| Management services SR | $1,700 | $1,700 | $1,700 |
| Marketing Web | $79 | $79 | $79 |
| Office Expense | $1,197 | $1,197 | $1,197 |
| Office Supplies | $489 | $489 | $489 |
| Postage | $293 | $293 | $293 |
| Registered agent fee | $270 | $270 | $270 |
| Special Event Expenses | $18,446 | ||
| Taxation and Tax related Fees SR | $1,345 | $1,345 | $1,345 |
| Telephone | $5,234 | $5,234 | $5,234 |
| Website & Internet | $1,657 | $1,657 | $1,657 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Income From Special Events | $34,533 | ||
| Other Investment Income | $131,250 | $131,250 | $131,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS 12/31/2017 | $1,091 | $1,091 | $1,091 | $1,091 |
| IRS 12/31/2018 Estimated payments | $1,048 | $1,048 | $1,048 | $1,048 |
| IRS 6/30/17 | $51 | $51 | $51 | $51 |
| IRS 6/30/2015 Refund | $919 | -$919 | -$919 | -$919 |
| IRS 6/30/2016 Refund | $93 | -$93 | -$93 | -$93 |
| PA 12/31/2017 Filing Fees | $15 | $15 | $15 | $15 |
| PA 6/30/2017 Filing Fees | $150 | $150 | $150 | $150 |
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