CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201701259349101295
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:27:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273420282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cedarcrest Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFFORD P HAUGEN | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171255000112 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,116,588 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,174 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,947 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,529 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,529 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,854 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,714 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,634 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $943,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $970,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,021,954 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,085,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,065,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,116,588 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,085,862 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,065,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,085,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,065,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,085,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,065,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,085,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,251 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,065,611 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,065,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $67,232 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,058 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,174 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,174 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,174 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,049,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084077 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $913,025 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.154437 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,781 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $648,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.243446 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $509,801 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $500,551 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.01848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $622,954 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076657 | DistributionYr5Rt |
| Total Distribution | 1.577097 | TotalDistributionRt |
| Average Distribution | 0.315419 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,054,044 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $332,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $504 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $332,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,914 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,008 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,008 | SubtotalAmt |
| Tax Based On Investment Income | $1,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $92 | OverpaymentAmt |
| Applied To ES Tax | $92 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Sally J Badali | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Laura W Brewer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Elizabeth K Burke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Franklin A Burke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Robert Burke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Clifford Haugen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| W Dean Karrash | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John T Lawton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $942,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,070,095 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,070,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,054,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,008 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,008 | TotalTaxAmt |
| Distributable Before Adj | $51,694 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,694 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,914 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $37,914 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,914 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,694 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $16,814 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $485,093 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,641 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $763,630 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,914 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,780 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,780 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $749,850 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,034 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $746,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $485,093 | ExcessFromYear4Amt |
| Excess From Year3 | $128,574 | ExcessFromYear3Amt |
| Excess From Year2 | $95,641 | ExcessFromYear2Amt |
| Excess From Year1 | $37,508 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth K Burke | ContributingManagerNm |
| Contributing Manager | Franklin A Burke | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUILDING A BRIDGE TO UGANDA | |||||||
| 2617 HUNTINGDON PIKE | HUNTINGDON VY | PA | 19006 | N/A | PC | General & Unrestricted | $500 |
| COALITION FOR CHRISTIAN OUTREACH | |||||||
| 5912 PENN AVE | PITTSBURGH | PA | 15206 | N/A | PC | ministry of Harold Burnett | $1,000 |
| CRADLE OF HOPE INC | |||||||
| 1657 THE FAIRWAY 140 | JENKINTOWN | PA | 19046 | N/A | PC | General & Unrestricted | $250 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| 805 N BETHLEHEM PIKE | SPRING HOUSE | PA | 19477 | N/A | PC | General & Unrestricted | $1,500 |
| HARVEST USA | |||||||
| 3901 MAIN ST STE 304 | PHILADELPHIA | PA | 19127 | N/A | PC | General & Unrestricted | $250 |
| HATBORO-HORSHAM A S A | |||||||
| 503 LONG LN | HATBORO | PA | 19040 | N/A | PC | General & Unrestricted | $1,000 |
| HOLY TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||
| 2086 PARKVIEW AVE | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP- USA | |||||||
| PO BOX 7895 | MADISON | WI | 53707 | N/A | PC | General & Unrestricted | $250 |
| LASALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | Secret Santa Program | $100 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | JENKINTOWN | PA | 19046 | N/A | PC | General & Unrestricted | $3,835 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General & Unrestricted | $1,500 |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | N/A | PC | General & Unrestricted | $250 |
| MONTGOMERY THEATER INC | |||||||
| PO BOX 64033 | SOUDERTON | PA | 18964 | N/A | PC | General & Unrestricted | $250 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | General & Unrestricted | $1,500 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | N/A | PC | General & Unrestricted | $100 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $900 |
| RUBYES KIDS INCORPORATED | |||||||
| 453 JOHNSON ST | JENKINTOWN | PA | 19046 | N/A | PC | General & Unrestricted | $100 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $250 |
| SPECIAL OLYMPICS PENNSYLVANIA INC | |||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | N/A | PC | General & Unrestricted | $250 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $250 |
| SUNDAY BREAKFAST ASSOCIATION INC | |||||||
| 302 N 13TH ST | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $4,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 5005 LBJ FWY STE 250 | DALLAS | TX | 75244 | N/A | PC | General & Unrestricted | $500 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | N/A | PC | General & Unrestricted | $250 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General & Unrestricted | $2,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST 433 FRANKLIN BU | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF THE ARTS | |||||||
| 320 S BROAD ST | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $250 |
| WILLAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $2,000 |
| WILLAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Artisans Program | $500 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $165 |
| WYNDCROFT SCHOOL | |||||||
| 1395 WILSON ST | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $3,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,046 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORNING INC | $197,192 | $224,109 |
| FORD MOTOR COMPANY | $26,243 | $24,260 |
| GENERAL ELECTRIC CO | $74,413 | $111,390 |
| GLAXOSMITHKLINE PLC | $25,632 | $23,106 |
| INTEL CORP | $424,831 | $498,821 |
| KOHLS CORP | $25,816 | $29,628 |
| NOKIA | $170,720 | $84,656 |
| PFIZER INC | $26,130 | $25,984 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,689 | $7,689 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,529 | Amt |
| Net Investment Income | $1,529 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $1,100 |
| 990-PF Extension for 2015 | $1,754 |
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