HUMMINGBIRD FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HUMMINGBIRD FOUNDATION INC (EIN 59-3797192)
Tax period
2018-03-01 to 2019-02-28
Filed
2019-10-08
IRS object ID
201942819349100534
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)
Return2019-10-08T19:28:15-05:00ReturnTs
Tax Period End2019-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131639826PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 WOOD AVENUE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088302700ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593797192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUMMINGBIRD FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUMMBusinessNameControlTxt
Phone8564241123PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O LINDABURY MCCORMICK 53 CARDINALAddressLine1Txt
CityWESTFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07091ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID R HUMMELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8564241123PhoneNum
Signature2019-09-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY FAUGNOPreparerPersonNm
PTINP00235434PTIN
Phone7322437000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.238.150.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-25IPDt
IP Tm08:58:09IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdBFFF94EB4DDFE25C9D2108301F2242FCC5D10FACAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,668,684FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,309ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$501,432DividendsRevAndExpnssAmt
Dividends Net Invst Incm$501,432DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,647,692NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,053,742GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,310,937CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,162,433TotalRevAndExpnssAmt
Total Net Invst Incm$7,812,369TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,250CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,250CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,792LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,792LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,309AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,793AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,516AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,506TaxesRevAndExpnssAmt
Taxes Net Invst Incm$484TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$86,180OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$84,189OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,991OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$141,287TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$102,716TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,549TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,087,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,087,475ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,228,762TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$102,716TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,120,024TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,933,671ExcessRevenueOverExpensesAmt
Net Investment Income$7,709,653NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$133,776CashBOYAmt
Cash EOY$2,730CashEOYAmt
Cash EOYFMV$2,730CashEOYFMVAmt
Sav And Temp Cash Invst BOY$996,811SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,839,480SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,839,480SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$11,148,823CorporateStockBOYAmt
Corporate Stock EOY$11,600,838CorporateStockEOYAmt
Corporate Stock EOYFMV$13,058,862CorporateStockEOYFMVAmt
Corporate Bonds BOY$855,542CorporateBondsBOYAmt
Corporate Bonds EOY$1,568,107CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,559,551CorporateBondsEOYFMVAmt
Other Investments BOY$87,350OtherInvestmentsBOYAmt
Other Investments EOY$142,635OtherInvestmentsEOYAmt
Other Investments EOYFMV$208,061OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,222,302TotalAssetsBOYAmt
Total Assets EOY$15,153,790TotalAssetsEOYAmt
Total Assets EOYFMV$16,668,684TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,222,302RetainedEarningBOYAmt
Retained Earning EOY$15,153,790RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,222,302TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,153,790TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,222,302TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,153,790TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,222,302TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,933,671ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,155,973SubtotalAmt
Other Decreases$2,183OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,153,790TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
VICTREXD$7,203,884$7,203,884$7,203,884
CHARLES SCHWAB-8095P$1,461,418-$95,572-$95,572$1,556,990
CHARLES SCHWABP$2,388,440$202,625$202,625$2,185,815
FieldValueIRS element (for citing)
Capital Gain Net Income$7,310,937CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$458,382AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,810,138NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030951DistributionYr1Rt
Adjusted Qlfy Distri Yr2$754,496AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,892,048NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058524DistributionYr2Rt
Adjusted Qlfy Distri Yr3$873,030AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,550,788NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064427DistributionYr3Rt
Adjusted Qlfy Distri Yr4$896,192AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,801,311NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070008DistributionYr4Rt
Adjusted Qlfy Distri Yr5$842,943AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,700,505NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.072043DistributionYr5Rt
Total Distribution0.295953TotalDistributionRt
Average Distribution0.059191AverageDistributionRt
Net Vl Noncharitable Assets$17,000,268NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,006,263AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$77,097NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,083,360AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,120,024QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$77,097InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$77,097SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$77,097TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,011EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$70,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$93,011TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$15,914OverpaymentAmt
Applied To ES Tax$15,914AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID AND JANE HUMMELIndividualWithBooksNm
Phone8564241123PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 PARTREE ROADAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID R HUMMEL
120 PARTREE ROADCHERRY HILLNJ08003PRESIDENT1.00$0$0$0
JANE HUMMEL
120 PARTREE ROADCHERRY HILLNJ08003VICE PRESIDENT1.00$0$0$0
CHAD HUMMEL
214 EAST 24TH STREETNEW YORKNY10010TRUSTEE3.00$6,500$0$0
JOHN BLASI
14 HILLVIEW TERRACECHERRY HILLNJ07901TRUSTEE3.00$6,500$0$0
RICHARD VESTAL
PO BOX 209PENNS PARKPA18943TRUSTEE3.00$6,500$0$0
TODD HUMMEL
112 BELLEVUE AVE E APT 305SEATTLEWA98102TRUSTEE3.00$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,274,962AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,846,446AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$137,747FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,259,155TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,259,155AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$258,887CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,000,268NetVlNoncharitableAssetsAmt
Minimum Investment Return$850,013MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$850,013MinimumInvestmentReturnAmt
Tax Based On Investment Income$77,097TaxBasedOnInvestmentIncomeAmt
Total Tax$77,097TotalTaxAmt
Distributable Before Adj$772,916DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$772,916DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$772,916DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,120,024ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,120,024QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$77,097PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,042,927AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$772,916DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$53,621ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$231,725ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$126,232ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$411,578TotalExcessDistributionCyovAmt
Qualifying Distributions$1,120,024QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$772,916AppliedToCurrentYearAmt
Remaining Distri From Corpus$347,108RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$758,686TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$758,686ExcessDistriCyovToNextYrAmt
Excess From Year4$53,621ExcessFromYear4Amt
Excess From Year3$231,725ExcessFromYear3Amt
Excess From Year2$126,232ExcessFromYear2Amt
Excess From Current Year$347,108ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID R HUMMELContributingManagerNm
Contributing ManagerJANE HUMMELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICA'S GROW-A ROW
150 PITTSTOWN RDPITTSTOWNNJ08867NONEPCTO SUPPORT FOOD PRODUCTION.$25,000
ARTHRITIS FOUNDATION
555 ROUTE 1 SOUTH SUITE 320ISELINNJ08830NONEPCTO HELP SUPPORT ARTHRITIS RESEARCH.$142,500
CATHEDRAL SOUP KITCHEN
1514 MARKET STREETCAMDENNJ08105NONEPCTO PROVIDE MEALS TO THE POOR AND HUNGRY.$290,350
HOPITAL ALBERT SCHWEITZER HAITI
2840 LIBERTY AVE SUITE 201PITTSBURGHPA15222NONEPCTO SUPPORT IMPOVERISHED PEOPLE IN HAITI.$235,875
INTREPID FALLEN HEROES FUND
ONE INTREPID SQUARE WEST 46TH STNEW YORKNY10036NONEPCTO SUPPORT MILITARY PERSONNEL AND VETERANS.$157,50012TH AVE
PHILADELPHIA MURAL ARTS ADVOCATES
THE LINCOLN FINANCIAL MURAL ARTSPHILADELPHIAPA19130NONEPCTO SUPPORT ARTS PROGRAM.$236,250CENTER
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,087,475TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$501,432ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,647,692ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,149,124ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,149,124TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID AND JANE HUMMELBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1120 PARTREE ROADAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd
FieldValueIRS element (for citing)
Total Contributions$13,309TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$19,309Amt
Net Investment Income$5,793NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,516DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGLENMEDE - 00-4/9 - CORPORATE BONDSBondNm
EOY Book Value$1,568,107EOYBookValueAmt
EOYFMV$1,559,551EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB 8095 - CORPORATE STOCK$6,353,406$7,991,562
GLENMEDE - 00-4/9 - CORPORATE STOCK$5,247,432$5,067,300

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB 8095 - OTHER ASSETSFMV$85,513$148,438
INVESTMENT IN USCIFFMV$57,122$59,623

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,792LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,792DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEQUITY ADJUSTMENT - COST BASISDesc
Amt$2,183Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,264$1,132$1,132
INVESTMENT FEES$76,594$76,594$0
REGISTRATION FEES$835$0$835
BANK FEES$24$0$24
USCIF$6,463$6,463$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$6,022$0$0
FOREIGN TAXES$484$484$0

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