D B ANDERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- D B ANDERSON CHARITABLE FOUNDATION (EIN 27-0784157)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-11
- IRS object ID
- 201822549349100217
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-11T11:50:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411384792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROEHLING ANDERSON LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HIGHWAY 169 SOUTH - SUITE 400 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55426 | 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 | 270784157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DB ANDERSON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DBAN | BusinessNameControlTxt |
| Phone | 9524840899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MARTICVILLE ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH CARRINGTON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9524840899 | PhoneNum |
| Signature | 2018-09-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN WAGNER CPA | PreparerPersonNm |
| PTIN | P00017555 | PTIN |
| Phone | 9529793100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 165.225.34.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-07 | IPDt |
| IP Tm | 13:52:48 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F702918C365B626D97A5EC1F8C6297791C0741CD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B1F351309140FCACDABE663B7ED927A63EDBB73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,107,983 | 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 | $1,225,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,150 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,261,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,405 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,700 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,916 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,630 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,630 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,137,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,905 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $399,237 | CashBOYAmt |
| Cash EOY | $302,604 | CashEOYAmt |
| Cash EOYFMV | $302,604 | CashEOYFMVAmt |
| Corporate Stock BOY | $405,249 | CorporateStockBOYAmt |
| Corporate Stock EOY | $512,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $512,916 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $91,317 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $92,463 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $92,463 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,200,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,200,000 | LandEOYAmt |
| Land EOYFMV | $1,200,000 | LandEOYFMVAmt |
| Total Assets BOY | $895,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,107,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,107,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $895,803 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,107,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $895,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,107,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $895,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,107,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $895,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,137,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,829 | OtherIncreasesAmt |
| Subtotal | $2,107,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,107,983 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,341 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $786,905 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080494 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,154 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $665,736 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,584 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $504,522 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026924 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $278,667 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $216,490 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.173218 | DistributionYr5Rt |
| Total Distribution | 0.409425 | TotalDistributionRt |
| Average Distribution | 0.081885 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $888,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,744 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,093 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,321,049 | 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 | $349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151 | OverpaymentAmt |
| Applied To ES Tax | $151 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BETH CARRINGTON | IndividualWithBooksNm |
| Phone | 9524840899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MARTICVILLE ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID B ANDERSON | ||||||||
| 16570 NE HIGHWAY 27A | WILLISTON | FL | 32696 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN CARRINGTON | ||||||||
| 1920 CR 6 | ORONO | MN | 55356 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH CARRINGTON | ||||||||
| 1920 CR 6 | ORONO | MN | 55356 | DIRECTOR | 1.00 | $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) |
|---|---|---|
| Description1 | INVESTMENT IN LAND AT 230 INDIAN HILL ROAD, CONESTOGA, PA 17516. THE PROPERTY IS CURRENTLY BEING USED BY THE BUILDING BRIDGES FOUNDATION, A 501(C)(3) ORGANIZATION, TO PROVIDE EQUINE ASSISTED THERAPY TO MILITARY VETERANS FOR PTSD, MENTAL DISORDERS, COUNSELING, AND THE LIKE. | Description1Txt |
| Expenses1 | $1,200,000 | Expenses1Amt |
| Total | $1,200,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $550,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $350,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $901,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $901,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $888,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $349 | TotalTaxAmt |
| Distributable Before Adj | $44,069 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,069 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,069 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,049 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,200,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,321,049 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $349 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,320,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,081 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $6,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,660 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,273 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,321,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,276,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,346,253 | 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 | $29,163 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,317,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,081 | ExcessFromYear4Amt |
| Excess From Year2 | $6,369 | ExcessFromYear2Amt |
| Excess From Year1 | $26,660 | ExcessFromYear1Amt |
| Excess From Current Year | $1,276,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHEL UNIVERSITY | |||||||
| 3900 BETHEL DRIVE | ARDEN HILLS | MN | 55112 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $15,000 |
| BUILDING BRIDGES FOUNDATION AT ANDERSON FARM | |||||||
| 230 INDIAN HILL ROAD | CONESTOGA | PA | 17516 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $40,000 |
| COLLEGE OF SOUTHERN MARYLAND | |||||||
| 8730 MITCHELL ROAD | LA PLATA | MD | 20646 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $5,000 |
| HARRISBURG AREA COMMUNITY COLLEGE | |||||||
| 1 HACC DRIVE | HARRISBURG | PA | 17110 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $1,803 |
| INDIANA UNIVERSITY OF PENNSYLVANIA | |||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $2,000 |
| JERUSALEM EDUCATION FUND INC | |||||||
| 45 EAST CITY LINE AVENUE PMP 352 | BALA CYNWYD | PA | 19004 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $10,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| OLD MAIN | STATE COLLEGE | PA | 16801 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $1,000 |
| RUSH CITY BAPTIST CHURCH | |||||||
| 1080 WEST 4TH STREET | RUSH CITY | MN | 55069 | NOT RELATED | PUBLIC CHARITY - REL | RELIGIOUS-GENERAL TAX EXEMPT PURPOSERELIGIOUS - GENERAL TAX EXEMPT PURPOSE | $1,000 |
| UNIVERSITY OF MARYLAND | |||||||
| COLLEGE PARK | COLLEGE PARK | MD | 20742 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,803 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,405 | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID B ANDERSON | |||||||
| 1 | 16570 NE HIGHWAY 27A | WILLISTON | FL | 32696 | $1,200,000 | Yes (X) | |
| TOWER ADMINISTRATIVE SERVICES INC | |||||||
| 2 | 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 | $25,750 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LAND. ADDRESS: 230 INDIAN HILL ROAD, CONESTOGA, PA 17516 | NoncashPropertyDesc |
| Fair Market Value | $1,200,000 | FairMarketValueAmt |
| Received | 2017-09-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY BOND FUNDS AT END OF YEAR MARKET VALUE | BondNm |
| EOY Book Value | $92,463 | EOYBookValueAmt |
| EOYFMV | $92,463 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY STOCK FUNDS AT END OF YEAR MARKET VALUE | StockNm |
| EOY Book Value | $512,916 | EOYBookValueAmt |
| EOYFMV | $512,916 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $9,700 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,700 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $74,829 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990 PF | $1,347 | $0 | $0 |
| FOREIGN TAXES | $93 | $0 | $0 |
| PROPERTY TRANSFER TAX | $17,082 | $0 | $17,082 |
| PROPERTY TAX | $6,834 | $0 | $6,834 |
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