BARNES FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARNES FAMILY FOUNDATION (EIN 81-0847423)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349101484
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T18:13:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232574246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grim Biehn & Thatcher | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 South Sixth St | AddressLine1Txt |
| Address Line2 | PO Box 215 | AddressLine2Txt |
| City | Perkasie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189440215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810847423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Dan Barnes | InCareOfNm |
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 2152576811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Daniel J Paci PO Box 215 | AddressLine1Txt |
| City | Perkasie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18944 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN BARNES | PersonNm |
| Person Title | Executive Chairman | PersonTitleTxt |
| Phone | 2152576811 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J PACI | PreparerPersonNm |
| PTIN | P00191609 | PTIN |
| Phone | 2152576811 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $377,824 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $4,000,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $737,173 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $737,173 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $820,798 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $820,798 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $114,565 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,565 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,435 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $13,435 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $66,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,717,992 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,717,992 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,974 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $108,974 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,494 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,494 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $391,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $391,147 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,019,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,019,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,019,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,019,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250,406 | CashBOYAmt |
| Cash EOY | $247,824 | CashEOYAmt |
| Cash EOYFMV | $247,824 | CashEOYFMVAmt |
| Other Assets BOY | $130,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $130,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $130,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $380,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $377,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $377,824 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,286 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $63,282 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $46,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,282 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $334,120 | CapitalStockBOYAmt |
| Capital Stock EOY | $314,542 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $334,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $314,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $380,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $377,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $334,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,578 | ExcessRevenueOverExpensesAmt |
| Subtotal | $314,542 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $314,542 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stefanie Robinson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152576811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 South Sixth Street | AddressLine1Txt |
| City | Perkasie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18944 | 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 | Yes (true) | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAN BARNES | ||||||||
| PO Box 50 | Springtown | PA | 18081 | Executive Chairman | 20.00 | $0 | $0 | $0 |
| SUSAN BARNES | ||||||||
| PO Box 50 | Springtown | PA | 18081 | Vice President | 10.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DENISE HOLOTA | ||||||||
| 21 Clifftop Rd | Northampton | PA | 18067 | Executive Asst | 40.00 | $136,026 | $0 | $0 |
| ELIZABETH PARKER | ||||||||
| 114 Beach Ave | Larchmont | NY | 10538 | CEO | 40.00 | $312,577 | $0 | $0 |
| ROSELINE BERNSTEIN | ||||||||
| 13716 Northeast 73rd Pl | Redmond | WA | 98052 | Chief Product Office | 40.00 | $265,750 | $0 | $0 |
| SHANNON KRAWITZ | ||||||||
| 8234 Cadre Noir Rd | Lake Worth | FL | 33467 | Head of Operations | 40.00 | $177,846 | $0 | $0 |
| NICHOLAS HEAD | ||||||||
| 2806 High Point Ct | Grapevine | TX | 76051 | Head of Content | 40.00 | $134,615 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Evoke and Engage | |||||
| 4106 Holland Ave | Dallas | TX | 75219 | Marketing | $274,992 |
| DataArt | |||||
| 475 Park Ave South | New York | NY | 10016 | Product engineering | $124,705 |
| VC Design Lab | |||||
| 390 NE 191st St | Miami | FL | 33179 | Product engineering | $219,145 |
| Nectar for Good | |||||
| 228 South Windomere | Dallas | TX | 75208 | Marketing | $237,680 |
| Live for Life | |||||
| 2011 Willow Ct | Grapevine | TX | 76051 | Behavior design | $244,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Coordination with consultants non-profit organizations and softwaredevelopment contractors to assist in designing planning and implementing programs | Description1Txt |
| Expenses1 | $4,019,578 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $342,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $342,248 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $342,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $337,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,019,578 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,019,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $4,019,578 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $4,019,578 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,019,578 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,019,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,019,578 | ExcessFromCurrentYearAmt |
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 |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,019,578 | CurrentYearAmt |
| Year1 | $2,966,212 | Year1Amt |
| Year2 | $3,073,590 | Year2Amt |
| Year3 | $1,605,617 | Year3Amt |
| Total | $11,664,997 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,019,578 | CurrentYearAmt |
| Year1 | $2,966,212 | Year1Amt |
| Year2 | $3,073,590 | Year2Amt |
| Year3 | $1,605,617 | Year3Amt |
| Total | $11,664,997 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $377,824 | CurrentYearAmt |
| Year1 | $380,406 | Year1Amt |
| Year2 | $414,313 | Year2Amt |
| Year3 | $476,348 | Year3Amt |
| Total | $1,648,891 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $377,824 | CurrentYearAmt |
| Year1 | $380,406 | Year1Amt |
| Year2 | $414,313 | Year2Amt |
| Year3 | $476,348 | Year3Amt |
| Total | $1,648,891 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,237 | CurrentYearAmt |
| Year1 | $9,064 | Year1Amt |
| Year2 | $8,466 | Year2Amt |
| Total | $28,767 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAN BARNES | ContributingManagerNm |
| Contributing Manager | SUSAN BARNES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Endowment Fund | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 Darrow Rd | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Creekmar Capital LLC | CategoryTxt |
| Amt | $66,000 | Amt |
| Disbursements Charitable Prps | $66,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Grim Biehn Thatcher | $7,347 | $7,347 |
| Laura Solomon Assoc | $2,995 | $2,995 |
| Cobalt LLC | $1,691 | $1,691 |
| Sughrue | $1,402 | $1,402 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tradename | Desc |
| BOY Book Value | $130,000 | BOYBookValueAmt |
| EOY Book Value | $130,000 | EOYBookValueAmt |
| EOYFMV | $130,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Payroll administration | $5,866 | $5,866 |
| Information technology | $35,606 | $35,606 |
| Telephone | $1,465 | $1,465 |
| Office | $31,856 | $31,856 |
| Personnel HR | $200,193 | $200,193 |
| Insurance | $14,036 | $14,036 |
| Bank fees | $1,354 | $1,354 |
| Dues and registration | $176 | $176 |
| Advertising and promotion | $2,947 | $2,947 |
| Utilities | $7,279 | $7,279 |
| Business meals | $19,610 | $19,610 |
| Ground transportation | $12,569 | $12,569 |
| Lodging | $39,678 | $39,678 |
| Meetings | $3,727 | $3,727 |
| Advisory Board | $14,600 | $14,600 |
| Miscellaneous | $185 | $185 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AppBehavior design | $332,854 | $332,854 |
| App Brand Marketing | $237,680 | $237,680 |
| App Development | $56,940 | $56,940 |
| App Product engineering | $619,285 | $619,285 |
| App Marketing content | $461,888 | $461,888 |
| App website | $345 | $345 |
| App Market research | $6,125 | $6,125 |
| App Program design | $2,875 | $2,875 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll taxes | CategoryTxt |
| Amt | $108,974 | Amt |
| Disbursements Charitable Prps | $108,974 | DisbursementsCharitablePrpsAmt |
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