MERION FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MERION FOUNDATION (EIN 20-5374661)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349101643
- Schema version
- 2017v2.3
- 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
- Schedule B
- 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 | 2018-11-13T15:59:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 6106471267 | 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 | 6106471267 | PhoneNum |
| Signature | 2018-10-27 | 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 | 2018-10-27 | IPDt |
| IP Tm | 13:22:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F22F0A27B976A5DCC26BB996228052C13C15B84B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,272,502 | 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 | $52,400 | ContriRcvdRevAndExpnssAmt |
| Gross Rents Rev And Expnss | $55,270 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $55,270 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $55,270 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $21,701 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $300 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $107,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,270 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,570 | 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 | $520 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $347 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $173 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,205 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,137 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $4,137 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $2,068 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $495 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $495 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $247 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,539 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $29,539 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $59,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,924 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $50,924 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $85,442 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $85,442 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,725 | CashBOYAmt |
| Cash EOY | $36,805 | CashEOYAmt |
| Cash EOYFMV | $36,805 | CashEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,265,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,539 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,056,911 | LandBOYAmt |
| Land EOY | $1,235,697 | LandEOYAmt |
| Land EOYFMV | $1,235,697 | LandEOYFMVAmt |
| Total Assets BOY | $1,060,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,272,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,272,502 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,033 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $211,035 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $211,035 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,056,603 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,061,467 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,056,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,061,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,060,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,272,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,056,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,061,467 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,061,467 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,198 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.459509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,064 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 11.454887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,000 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 16.914396 | TotalDistributionRt |
| Average Distribution | 5.638132 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,962 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,664 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY BROTHERS GENERAL CONTRACTORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 DARBY ROAD | AddressLine1Txt |
| City | HAVERTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19083 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BUILDING IMPROVEMENTS | ServiceTypeTxt |
| Compensation | $61,210 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,500 | 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 | $20,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $998 | 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 | $17,664 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,664 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,664 | 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 Yr5 | $5,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $24,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,188 | 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 | $53,188 | 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 | $5,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,000 | ExcessFromYear3Amt |
| Excess From Year2 | $12,188 | ExcessFromYear2Amt |
| Excess From Year1 | $12,000 | 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 | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,664 | CurrentYearAmt |
| Year1 | $12,000 | Year1Amt |
| Year2 | $12,188 | Year2Amt |
| Year3 | $24,000 | Year3Amt |
| Total | $65,852 | 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 | $17,664 | CurrentYearAmt |
| Year1 | $12,000 | Year1Amt |
| Year2 | $12,188 | Year2Amt |
| Year3 | $24,000 | Year3Amt |
| Total | $65,852 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,806 | CurrentYearAmt |
| Year1 | $3,725 | Year1Amt |
| Year2 | $736 | Year2Amt |
| Year3 | $1,424 | Year3Amt |
| Total | $42,691 | 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 | $665 | CurrentYearAmt |
| Year1 | $73 | Year1Amt |
| Year2 | $35 | Year2Amt |
| Year3 | $47 | Year3Amt |
| Total | $820 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| NEW HORIZONS SENIOR CENTER | |||||
| 100 CONWAY AVENUE | NARBETH | PA | 19072 | LUNCH PROGRAM GRANT | $3,000 |
| METHODIST SERVICES | |||||
| 4300 MONUMENT ROAD | PHILADELPHIA | PA | 19131 | BEDROOM RENOVATION GRANT | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500 | 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 | $21,701 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CATERER FEES | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,001 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MERION COMMUNITY ASSOCIATION | ||||||
| 1 | 625 HAZELHURST AVENUE | MERION STATION | PA | 19066 | $6,500 | Yes (X) |
| LOWER MERION TOWNSHIP | ||||||
| 2 | 75 EAST LANCASTER AVENUE | ARDMORE | PA | 190032323 | $45,900 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| BALA CYNWYD BUILDING | 2016-12-31 | $1,056,911 | SL | 39.000000000000 | $27,100 | $0 | $27,100 |
| BATHROOM IMPROVEMENTS | 2017-09-22 | $42,937 | SL | 39.000000000000 | $275 | $0 | $275 |
| DECK | 2017-12-07 | $19,421 | SL | 39.000000000000 | $41 | $0 | $41 |
| DRAPES | 2017-08-31 | $10,865 | SL | 5.000000000000 | $724 | $0 | $724 |
| HVAC | 2017-11-30 | $21,950 | SL | 39.000000000000 | $47 | $0 | $47 |
| KITCHEN IMPROVEMENTS | 2017-11-20 | $8,844 | SL | 39.000000000000 | $19 | $0 | $19 |
| LAND IMPROVEMENTS | 2017-04-26 | $21,086 | SL | 15.000000000000 | $937 | $0 | $937 |
| PAINTING | 2017-12-06 | $32,734 | SL | 39.000000000000 | $70 | $0 | $70 |
| PLUMBING | 2017-10-10 | $10,042 | SL | 39.000000000000 | $64 | $0 | $64 |
| ROOF IMPROVEMENTS | 2017-11-22 | $8,550 | SL | 39.000000000000 | $18 | $0 | $18 |
| CARPENTRY IMPROVEMENTS | 2017-08-29 | $27,523 | SL | 39.000000000000 | $235 | $0 | $235 |
| ELECTRICAL IMPROVEMENTS | 2017-12-06 | $4,373 | SL | 39.000000000000 | $9 | $0 | $9 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BALA CYNWYD BUILDING | $1,056,911 | $27,100 | $1,029,811 |
| BATHROOM IMPROVEMENTS | $42,937 | $275 | $42,662 |
| DECK | $19,421 | $41 | $19,380 |
| DRAPES | $10,865 | $724 | $10,141 |
| HVAC | $21,950 | $47 | $21,903 |
| KITCHEN IMPROVEMENTS | $8,844 | $19 | $8,825 |
| LAND IMPROVEMENTS | $21,086 | $937 | $20,149 |
| PAINTING | $32,734 | $70 | $32,664 |
| PLUMBING | $10,042 | $64 | $9,978 |
| ROOF IMPROVEMENTS | $8,550 | $18 | $8,532 |
| CARPENTRY IMPROVEMENTS | $27,523 | $235 | $27,288 |
| ELECTRICAL IMPROVEMENTS | $4,373 | $9 | $4,364 |
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 | $12,526 | $8,351 | $8,351 | $4,175 |
| WATER | $736 | $491 | $491 | $245 |
| TELEPHONE | $1,585 | $1,057 | $1,057 | $528 |
| GENERAL SUPPLIES | $6,461 | $4,307 | $4,307 | $2,154 |
| ACQUISITION & LOC EXPENSES | $4,723 | $3,149 | $3,149 | $1,574 |
| CAPITAL IMPROVEMENTS | $9,383 | $9,383 | $9,383 | $0 |
| REPAIR AND MAINTENANCE | $24,022 | $24,022 | $24,022 | $0 |
| OFFICE | $164 | $164 | $164 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CATERER FEES | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BMT LOAN | $0 | $192,630 |
| DEPOSITS | $4,033 | $14,400 |
| SECURITY DEPOSIT | $0 | $4,005 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVERTISING | CategoryTxt |
| Amt | $520 | Amt |
| Net Investment Income | $347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $347 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $173 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS | CategoryTxt |
| Amt | $742 | Amt |
| Net Investment Income | $495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $495 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $247 | DisbursementsCharitablePrpsAmt |
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