HAROLD C SMITH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD C SMITH FOUNDATION (EIN 47-1491651)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-28
- IRS object ID
- 201931799349101008
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-28T16:23:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133573805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARASH FRIEDMAN FRIEDBERG & ADASKO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 471491651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD C SMITH FOUNDATION TO PROMOTE | BusinessNameLine1Txt |
| Business Name Line2 | CHRISTIANITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 7327740870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 SOUTH MAIN STREET NO 368 | AddressLine1Txt |
| City | NEPTUNE CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY OPALACK | PersonNm |
| Person Title | DIRECTOR CEO | PersonTitleTxt |
| Phone | 7327740870 | PhoneNum |
| Signature | 2019-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY PERSAMPIERI | PreparerPersonNm |
| PTIN | P00292455 | PTIN |
| Phone | 2126964600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.68.99.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-28 | IPDt |
| IP Tm | 13:33:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF7EE2C22FE86202831ABCFD72DC20663EAE029B | AtSubmissionFilingDeviceId |
| 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 | $1,784,362 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,366,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,063 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,006 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,006 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,383,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $870 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $66,459 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,271 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $339,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,501,267 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,501,267 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,840,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,501,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,542,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,304 | CashBOYAmt |
| Cash EOY | $1,703,365 | CashEOYAmt |
| Cash EOYFMV | $1,703,365 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $191,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,997 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $229,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,778,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,784,362 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $74 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,074 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $229,548 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,771,738 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $229,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,771,738 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $229,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,778,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $229,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,542,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,771,738 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,771,738 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $256,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $466,023 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.549404 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $135,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $179,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.755724 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,975 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.376176 | DistributionYr3Rt |
| Total Distribution | 1.681304 | TotalDistributionRt |
| Average Distribution | 0.560435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $941,775 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $527,804 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $527,804 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,501,267 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | WWW.BIZAPEDIA.COM/DE/THE-HAROLD-C-SMITH-FOUNDATIO | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126964600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 SOUTH MAIN STREET NO 368 | AddressLine1Txt |
| City | NEPTUNE CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| KURT KABOTH ESQ | ||||||||
| 300 COOKMAN AVE SUITE 322 | ASBURY PARK | NJ | 07712 | SECRETARY | 2.00 | $0 | $0 | $0 |
| NANCY W OPALACK | ||||||||
| 1750 16THST NW 81 | WASHINGTON | DC | 20009 | MEMBER, DIRECTOR & CEO | 10.00 | $84,000 | $0 | $0 |
| DONALD G GEHLBACH | ||||||||
| 108 CENTER ST PO BOX 723 | WOLFEBORO FALLS | NH | 03896 | MEMBER & DIRECTOR | 2.00 | $0 | $0 | $0 |
| DENNY MATHEWS | ||||||||
| 1703 THERRELL FARMS RD | WAXHAW | NC | 28173 | DIRECTOR& TREASURER | 2.00 | $0 | $0 | $0 |
| BURCHELL VALLDEJULI | ||||||||
| PO BOX 185009 | HAMDEN | CT | 06518 | DIRECTOR& PRESIDENT | 2.00 | $0 | $0 | $0 |
| PIERRE ARTY | ||||||||
| 260 65TH STREET 2C | BROOKLYN | NY | 11220 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| HANS ANDERSON | ||||||||
| 32MISCHAHILLRD | TRUMBULL | CT | 06611 | DIRECTOR& SECRETARY | 2.00 | $0 | $0 | $0 |
| JEFF WHITTLE | ||||||||
| 239 HAMPTON STREET | ROCK HILL | SC | 29730 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $108,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $956,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $956,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $941,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,089 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $47,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,501,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,501,267 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,501,267 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,601 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $127,038 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $232,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $362,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,501,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,454,178 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,816,786 | 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 | $5,816,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,601 | ExcessFromYear3Amt |
| Excess From Year2 | $127,038 | ExcessFromYear2Amt |
| Excess From Year1 | $232,969 | ExcessFromYear1Amt |
| Excess From Current Year | $5,454,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARAB BAPTIST THEOLOGICAL SEMINARY | |||||||
| 3605 SANDY PLAINS RD | MARIETTA | GA | 30066 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $375,000 |
| URSINIS COLLEGE | |||||||
| 601 E MAIN ST | COLLEGEVILLE | PA | 19426 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $381,000 |
| SPRINGFIELD COLLEGE | |||||||
| 263 ALDEN ST | SPRINGFIELD | MA | 01109 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $536,000 |
| AMERICAN FRIENDS OF EPISCOPALIAN DIOCESE OF JERUSALEM | |||||||
| 25 OLD KINGS HIGHWAY N SUITE 13 | DARIEN | CT | 06820 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $540,268 |
| FRIENDS OF THE JERUSALEM YMCA | |||||||
| 9956 WELLINGTON LANE | WOODBURY | MN | 55125 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $100,000 |
| YMCA SYMPOSIUM | |||||||
| 511 HARRISON AVENUE | CLAREMONT | CA | 91711 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | PUBLICATION PROJECT | $52,045 |
| WORLD COMPASSION FELLOWSHIP | |||||||
| 165 COURT STREET 218 | BROOKLYN | NY | 11201 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $300,000 |
| REDEEMER CITY TO CITY | |||||||
| 1166 AVE OF AMERICAS SUITE 1620 | NEW YORK | NY | 10036 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $1,100,000 |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION | |||||||
| 1011 FIRST AVE 15TH FLOOR | NEW YORK | NY | 10022 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $219,954 |
| RIVENDELL | |||||||
| 16 LYNWOOD PL | NEW HAVEN | CT | 06511 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $365,000 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||
| 1333 SOUTH KIRKWOOD ROAD | ST LOUIS | MO | 63122 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $200,000 |
| AID TO THE CHURCH IN NEED | |||||||
| 725 LEONARD STREET | BROOKLYN | NY | 11222 | FUNDS USED TO PROMOTE CHARIT | 501(C)(3) | CHARITABLE PURPOSES | $1,332,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,501,267 | 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 | $7,063 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,006 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,006 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,069 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | FUNDS USED TO PROMOTE CHARITABLE PURPOSE | RelationshipStatementTxt |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $66,459 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $3,963 | $0 | $0 |
| INSURANCE | $5,340 | $0 | $0 |
| RESEARCH | $5,750 | $0 | $0 |
| WEBSITE DEVELOPEMENT | $2,743 | $0 | $0 |
| OUTSIDE SERVICES | $61,032 | $17,500 | $0 |
| BANK CHARGE | $20 | $0 | $0 |
| DUE AND SUBSCRIPTIONS | $918 | $0 | $0 |
| POSTAGE & SHIPPING | $305 | $0 | $0 |
| PAYROLL FEE | $423 | $0 | $0 |
| MISC | $1,642 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $10,006 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,006 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $74 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX PAYMENT | $477 | $0 | $0 |
| PAYROLL TAX | $4,399 | $0 | $0 |
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