FAITH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FAITH FOUNDATION (EIN 23-7794551)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-01-18
- IRS object ID
- 201710189349100701
- Schema version
- 2015v3.0
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-18T15:34:56-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232749044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEE BERGVALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 754 | AddressLine1Txt |
| City | WARRINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189760754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237794551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAITH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRETT GRIFFITH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAIT | BusinessNameControlTxt |
| Phone | 2153228100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 458 PIKE ROAD | AddressLine1Txt |
| City | HUNTINGDON VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT R GRIFFITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2153228100 | PhoneNum |
| Signature | 2016-12-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA R BERGVALL CPA | PreparerPersonNm |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2017-01-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $5,828,409 | 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 | $1,687,948 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $869,985 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,778,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,786 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,958 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,527 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,051 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,443 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,625,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,930 | CashBOYAmt |
| Cash EOY | $83,795 | CashEOYAmt |
| Cash EOYFMV | $83,795 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $212,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $657,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $657,876 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,122,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,941,121 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,012,342 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,460,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,656,962 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,657,144 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,160,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $1,160,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,160,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $193,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $223,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $257,252 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,106,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,723,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,828,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,106,634 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,723,748 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,106,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,723,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,106,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,723,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,106,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,625,418 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,732,052 | SubtotalAmt |
| Other Decreases | $8,304 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,723,748 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OSTERWEIS FUND | P | 2013-01-01 | 2015-10-19 | $134,981 | $145,000 | -$10,019 | -$10,019 |
| SCHOONER FUND | P | 2013-01-01 | 2015-10-19 | $216,324 | $217,869 | -$1,545 | -$1,545 |
| DREHAUS ACTIVE INCOME | P | 2013-03-22 | 2016-01-07 | $91,713 | $100,000 | -$8,287 | -$8,287 |
| FPA NEW INCOME | P | 2013-01-01 | 2016-01-07 | $211,176 | $225,000 | -$13,824 | -$13,824 |
| TFS MARKET NEURAL FUND | P | 2003-06-18 | 2016-01-07 | $81,334 | $90,000 | -$8,666 | -$8,666 |
| CALIFORNIA RESOURCES | P | 2005-04-26 | 2016-03-24 | $1 | $1 | $1 | |
| GOLDMAN SACHS STRATEGIC INC. | P | 2013-01-01 | 2016-04-20 | $134,453 | $149,988 | -$15,535 | -$15,535 |
| CALIFORNIA RESOURCES | P | 2005-04-26 | 2016-06-02 | $3 | $1 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$57,873 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,146,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $289,129 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,751,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077073 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,210,822 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027496 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $145,642 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,929,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $291,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,711,776 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078562 | DistributionYr5Rt |
| Total Distribution | 0.256612 | TotalDistributionRt |
| Average Distribution | 0.051322 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,173,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $265,513 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $266,716 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,405 | SubtotalAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,876 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,876 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $47 | EsPenaltyAmt |
| Overpayment | $1,424 | OverpaymentAmt |
| Applied To ES Tax | $1,424 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRETT GRIFFITH | IndividualWithBooksNm |
| Phone | 2153228100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 458 PIKE ROAD | AddressLine1Txt |
| City | HUNTINGDON VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19006 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HELGA L GRIFFITH | ||||||||
| 458 PIKE ROAD | HUNTINGDON VALLEY | PA | 19006 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RICHARD S GRIFFITH JR | ||||||||
| 458 PIKE ROAD | HUNTINGDON VALLEY | PA | 19006 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SCOTT M GRIFFITH | ||||||||
| 458 PIKE ROAD | HUNTINGDON VALLEY | PA | 19006 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BARBARA L BALDWIN | ||||||||
| 458 PIKE ROAD | HUNTINGDON VALLEY | PA | 19006 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BRETT R GRIFFITH | ||||||||
| 458 PIKE ROAD | HUNTINGDON VALLEY | PA | 19006 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,780,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,160,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,252,258 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,252,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,173,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $258,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $258,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,405 | TotalTaxAmt |
| Distributable Before Adj | $256,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $256,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $256,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $122,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,269 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $73,106 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $73,106 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $122,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $73,106 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,106 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $60,663 | UndistributedIncomeCYAmt |
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 |
|---|---|---|---|---|---|---|---|
| COMPASSION INTERNATIONAL | |||||||
| 2290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80997 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| HANDIVANGELISM MINISTRIES INTERNL | |||||||
| 300 WEST CHESTNUT STREET | EPHRATA | PA | 17522 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| CHRIST'S HOME | |||||||
| 800 NORTH YORK RD | WARMINSTER | PA | 18974 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| CALVARY CHAPEL OF PHILADELPHIA | |||||||
| 13500 PHILMONT AVE | PHILADELPHIA | PA | 19116 | NONE | 501(C)(3) | UNRESTRICTED | $45,000 |
| RELIANT MISSION | |||||||
| 11002 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | 501(C) | UNRESTRICTED | $25,000 |
| TRINITY CHURCH | |||||||
| 239 COLUMBIA AVE | HORSHAM | PA | 19044 | NONE | 501(C)3 | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$57,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,913 | 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 |
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 | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD HELGA GRIFFITH | ||||||||
| 1 | 4000 GULF SHORE BLVD | NORTH VILLA 3000 | NAPLES | FL | 34103 | $1,160,000 | Yes (X) | |
| RICHARD AND HELGA GRIFFITH | ||||||||
| 2 | 4000 GULF SHORE BLVD | NORTH VILLA 3000 | NAPLES | FL | 34103 | $527,948 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4 BRITTANY DR., CAPE MAY | NoncashPropertyDesc |
| Fair Market Value | $1,160,000 | FairMarketValueAmt |
| Received | 2015-12-29 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS-FIXED (SEE ATTACHED) | BondNm |
| EOY Book Value | $1,656,962 | EOYBookValueAmt |
| EOYFMV | $1,657,144 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS-EQUITY (SEE ATTACHED) | $1,930,097 | $1,981,124 |
| SCHWAB EQUITIES (SEE ATTACHED) | $11,024 | $31,218 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $1,160,000 | CostOrOtherBasisAmt |
| Book Value | $1,160,000 | BookValueAmt |
| EOYFMV | $1,160,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS (SEE ATTACHE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $223,994 | BookValueAmt |
| EOYFMV | $257,252 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $8,304 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $51 | $51 |
| ASSOCIATION FEES | $1,000 | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $19,308 | $19,308 |
| APPRAISAL FEES | $650 | $650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $2,407 | |
| REAL ESTATE TAXES | $7,527 | $7,527 |
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