PAMELA MINFORD CHARITABLEFOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PAMELA MINFORD CHARITABLEFOUNDATION (EIN 20-5249564)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201811319349101981
- Schema version
- 2016v3.0
- 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
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T14:13:30-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-07-01 | 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 | 2153400928 | 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 | 2018-05-11 | 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 | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,899,299 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $159,826 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $120,102 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $120,102 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $159,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,107 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $120,107 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,913 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $23,650 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,737 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,601 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $900 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $3,601 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,601 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,750 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $306 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $306 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $153 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,318 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,318 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,318 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,424 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $1,424 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,632 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $2,632 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,632 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $6,546 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,546 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,227 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,362 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,227 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $74,880 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,160 | CashBOYAmt |
| Cash EOY | $76,686 | CashEOYAmt |
| Cash EOYFMV | $76,686 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,122 | 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 Equip Cost Or Other Bss | $14,761 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,270 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,095 | LandBOYAmt |
| Land EOY | $11,491 | LandEOYAmt |
| Land EOYFMV | $11,491 | LandEOYFMVAmt |
| Total Assets BOY | $1,838,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,899,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,899,299 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,838,221 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,899,298 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,838,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,899,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,838,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,899,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,838,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,077 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,899,298 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,899,298 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,792,750 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05225 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,774,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,054 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,763,005 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $122,820 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,753,365 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07005 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,845,145 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07996 | DistributionYr5Rt |
| Total Distribution | 0.319906 | TotalDistributionRt |
| Average Distribution | 0.063981 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,811,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,926 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,074 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,000 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,677 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,149 | SubtotalAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,303 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,303 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $2,152 | OverpaymentAmt |
| Applied To ES Tax | $2,152 | AppliedToESTaxAmt |
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 |
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 | $22,500 |
| George Dailey | ||||||
| 13 Bomaca Drive | Doylestown | PA | 18901 | Vice President | 1.00 | $575 |
| Brian Dailey | ||||||
| 13 Bomaca Drive | Doylestown | PA | 18901 | Director | 0.00 | $0 |
| Kevin Dailey | ||||||
| 13 Bomaca Drive | Doylestown | PA | 18901 | Director | 0.00 | $575 |
| 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 | $89,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,750,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,839,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,839,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,811,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,149 | TotalTaxAmt |
| Distributable Before Adj | $88,445 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,445 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,445 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,677 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $73,677 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $73,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,445 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $57,450 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,046 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,132 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,677 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,677 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,768 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,768 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,258 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,682 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,046 | ExcessFromYear4Amt |
| Excess From Year3 | $31,132 | ExcessFromYear3Amt |
| Excess From Year2 | $4,296 | ExcessFromYear2Amt |
| Excess From Year1 | $6,102 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Our Lady of Mount Carmel | |||||||
| 225 East Ashland Street | Doylestown | PA | 18901 | none | 501(c) | To assist with general operations and collections related special projects. | $12,990 |
| Doylestown Hospital | |||||||
| 595 West State Street | Doylestown | PA | 18901 | none | 501(c) | To assist with medical research and related special projects. | $15,000 |
| 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. | $2,500 |
| Bucks Beautiful | |||||||
| 85 E State Street | Doylestown | PA | 18901 | none | 501 (c) | To assist with general operations and collections related special projects. | $2,500 |
| St Joseph's School | |||||||
| 1733 W Girard Ave | Philadelphia | PA | 19130 | none | 501(c) | To assist with general operations and collections related special projects. | $4,000 |
| Presti Foundation | |||||||
| 5085 Beacon Hill Ct | Doylestown | PA | 18902 | none | 501(c) | To assist with general operations and collections related special projects. | $325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,315 | 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 | $5 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $120,102 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $23,512 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $120,107 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,619 | 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 | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,750 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Computer | 2012-12-11 | $1,635 | $1,172 | SL | 5.0000 | $327 |
| Computer | 2013-11-25 | $1,306 | $674 | SL | 5.0000 | $261 |
| Office Furniture | 2017-01-25 | $2,058 | SL | 5.0000 | $172 | |
| Office Furniture | 2017-01-26 | $1,143 | SL | 5.0000 | $95 | |
| Office Furniture | 2017-02-09 | $3,056 | SL | 5.0000 | $255 | |
| Office Furniture | 2017-03-02 | $508 | SL | 5.0000 | $34 | |
| Office Furniture | 2017-03-08 | $1,161 | SL | 5.0000 | $77 | |
| Office Furniture | 2017-03-09 | $476 | SL | 5.0000 | $32 | |
| Office Furniture | 2017-04-10 | $3,418 | SL | 5.0000 | $171 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $11,820 | $836 | $10,984 | |
| Machinery and Equipment | $2,941 | $2,434 | $507 | $11,491 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,601 | LegalFeesAmt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,601 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,601 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expense | $6,326 | $6,326 | $6,326 |
| Special Event Expenses | $16,212 | ||
| Website & Internet | $220 | $220 | $220 |
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 | $39,724 | ||
| Other Investment Income | $120,102 | $120,102 | $120,102 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 650.3 Professional Fees Foundation Mgt | CategoryTxt |
| Amt | $306 | Amt |
| Net Investment Income | $153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $306 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $153 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS (6-30-16 estimates | $4,303 | $4,303 | $4,303 | $4,303 |
| PA 2015 Filing Fees | $15 | $15 | $15 | $15 |
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