PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND (EIN 46-1031284)
Tax period
2016-04-01 to 2017-03-31
Filed
2017-08-02
IRS object ID
201712149349100406
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-02T13:26:37-04:00ReturnTs
Tax Period End2017-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208473468PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WELLS AND PRIEST INC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 250AddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430580250ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461031284EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAST EXHALTED RULERS ASSOCIATIONBusinessNameLine1Txt
Business Name Line2OF NEWARK OH LODGE 391 CHARITY FDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPASTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 280AddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430580280ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY KINNEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2017-07-25SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY M PRIESTPreparerPersonNm
PTINP00025170PTIN
Phone7403498616PhoneNum
Preparation2017-07-25PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id3B6C3453B7738FCAC58C476F75E7199F568429FCAtSubmissionCreationDeviceId
At Submission Filing Device Id9DE02C351A77681C6748EF7C670851D8B8C661D3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,323FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,277ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$9,277TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$453AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$301OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$754TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,354TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,077ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,400CashBOYAmt
Cash EOY$5,323CashEOYAmt
Cash EOYFMV$5,323CashEOYFMVAmt
Total Assets BOY$6,400TotalAssetsBOYAmt
Total Assets EOY$5,323TotalAssetsEOYAmt
Total Assets EOYFMV$5,323TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,026AccountsPayableBOYAmt
Accounts Payable EOY$1,026AccountsPayableEOYAmt
Total Liabilities BOY$1,026TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,026TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,374UnrestrictedBOYAmt
Unrestricted EOY$4,297UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,374TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,297TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,400TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,323TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,374TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,077ExcessRevenueOverExpensesAmt
Subtotal$4,297SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,297TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,368AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,345NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.925892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,845NetVlNoncharitableAssetsYr2Amt
Distribution Yr24.340949DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$20NetVlNoncharitableAssetsYr3Amt
Total Distribution6.266841TotalDistributionRt
Average Distribution3.133421AverageDistributionRt
Net Vl Noncharitable Assets$6,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,182AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$21,182AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksGARY KINNEYIndividualWithBooksNm
Phone7403343830PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line173 N 3RD STAddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43055ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY KINNEY
PO BOX 280NEWARKOH43058PRESIDENT000.00$0$0$0
LARRY THOMAS
PO BOX 280NEWARKOH43058SECRETARY000.00$0$0$0
LARRY WISE
PO BOX 280NEWARKOH43058TREASURER000.00$0$0$0
GREG MCGLONE
PO BOX 280NEWARKOH430580280VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,863TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$338MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$338MinimumInvestmentReturnAmt
Distributable Before Adj$338DistributableBeforeAdjAmt
Distributable Before Ded$338DistributableBeforeDedAmt
Distributable As Adjusted$338DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,600ExpensesAndContributionsAmt
Qualifying Distributions$9,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$338DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$12,207ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,151ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,358TotalExcessDistributionCyovAmt
Qualifying Distributions$9,600QualifyingDistributionsAmt
Applied To Current Year$338AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,262RemainingDistriFromCorpusAmt
Total Corpus$29,620TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$29,620ExcessDistriCyovToNextYrAmt
Excess From Year2$12,207ExcessFromYear2Amt
Excess From Year1$8,151ExcessFromYear1Amt
Excess From Current Year$9,262ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LICKING COUNTY YMCA
470 W CHURCH STNEWARKOH43055GENERAL FUNDING$2,000
WREATHS ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623GENERAL FUNDING$1,500
ELKS NATIONAL FOUNDATION
2750 N LAKEVIEW AVECHICAGOIL60614GENERAL FUNDING$1,832
LICKING COUNTY FOUNDATION
23 S PARK PLACENEWARKOH43055GENERAL FUNDING$500
UTICA HIGH SCHOOL
145 MILL STUTICAOH43080GENERAL FUNDING$200
NEWARK CATHOLIC HIGH SCHOOL
1 GREEN WAVE DRNEWARKOH43055GENERAL FUNDING$400
OHIO ELKS ASSOC CEREBRAL PALSY
829 CUNNINGHAM RDSALEMOH44460GENERAL FUNDING$2,668
EYES OF FREEDOM
2561 JADE CTGROVE CITYOH43123GENERAL FUNDING$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,600TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBENEVOLENT PROT ORDER OF ELKS 391ContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line173 N THIRD STAddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43055ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,277TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$453Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
PENALTY$301

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