IN A PERFECT WORLD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- IN A PERFECT WORLD FOUNDATION (EIN 20-4083846)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349102584
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T13:44:07-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341873282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 9TH STREET SUITE 1000 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204083846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IN A PERFECT WORLD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INAP | BusinessNameControlTxt |
| Phone | 8669231555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8491 w sunset blvd box 515 | AddressLine1Txt |
| City | los angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith McDaniel | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8669231555 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE M LEDWEIN | PreparerPersonNm |
| PTIN | P00448677 | PTIN |
| Phone | 6123397811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,487,109 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $176,214 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $431 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,827 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $348,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,640 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,928 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,712 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,191 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $595 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $596 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,173 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $870 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,530 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $91,509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $347,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $288,821 | CashBOYAmt |
| Cash EOY | $290,201 | CashEOYAmt |
| Cash EOYFMV | $290,201 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $469,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $319,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $319,944 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $384 | AcctRcvblAmt |
| Acct Rcvbl EOY | $384 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $384 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $2,765,568 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,876,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,876,580 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,586 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,529,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,487,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,487,109 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $39 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,951 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,951 | 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 | $3,529,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,484,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,529,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,529,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,487,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,529,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,530,433 | SubtotalAmt |
| Other Decreases | $46,275 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Global Net Lease, Inc. | P | 2014-06-13 | 2015-06-30 | $12,705 | $11,536 | $1,169 | $1,169 |
| franklin mutual global | P | 2011-06-01 | 2015-06-26 | $166,900 | $142,959 | $23,941 | $23,941 |
| Capital Gains Dividends | P | $40,717 | $40,717 | $40,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,827 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $244,533 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,656,782 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $159,944 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,676,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043510 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,492 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,652,224 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024503 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,808 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,672,891 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026357 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,776,623 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054829 | DistributionYr5Rt |
| Total Distribution | 0.216070 | TotalDistributionRt |
| Average Distribution | 0.043214 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,519,201 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,621 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,700 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $332,211 | 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 | $1,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,645 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,145 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $2,517 | OverpaymentAmt |
| Applied To ES Tax | $2,517 | 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 | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | 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 | IAPW.ORG | WebsiteAddressTxt |
| Individual With Books | JUDITH MCDANIEL | IndividualWithBooksNm |
| Phone | 8669231555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 s 6th street suite 4000 | AddressLine1Txt |
| City | minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MANUELA TESTOLINI | ||||||||
| 8491 w sunset blvd box 515 | los angeles | CA | 90069 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| NORMAN BAILEY | ||||||||
| 8491 w sunset blvd box 515 | los angeles | CA | 90069 | CHAIR | 25.00 | $0 | $0 | $0 |
| CHRISTINE ONESKY | ||||||||
| 8491 w sunset blvd box 515 | los angeles | CA | 90069 | BOARD MEMBER | 20.00 | $0 | $0 | $0 |
| Judith McDaniel | ||||||||
| 8491 w sunset blvd box 515 | los angeles | CA | 90069 | Treasurer | 35.00 | $14,640 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Reach (rural education and community harmony) - education empowers children to reach their fullest potential and secure a brighter future. Many children in rural communities of developing countries either cannot afford to attend school or attend rundown schools that are crowded and dark.. IAPW is helping break the cycle of poverty and illiteracy by constructing and renovating schools in the world's most economically poor countries. To fulfill this vision, IAPW has partnered with Buildon (a 501(c)(3) organization) for construction of schools in developing countries. Through our partnership with Buildon, IAPW has built 24 schools in Mali, Malawi, Senegal, burkina faso, Haiti, Nicaragua And Nepal, hosting over 3,800 students. many of the schools now also host adult literacy programs which further benefit and enrich the communities. | Description1Txt |
| Expenses1 | $138,538 | Expenses1Amt |
| Description2 | AMBASSADORS OF CHANGE - Our Youth Ambassador program offers teens 14-18 years in Los Angeles and DC the opportunity to make a difference in their community. Guided by the Youth Advisory Board, the ambassadors actively represent their region for a one-year term, coordinating projects to improve in areas that include health, environment, poverty, gender, justice, the arts and education. YOUTH ARE POWERFUL ADVOCATES FOR ANY CAUSE! IAPW AMBASSADORS WILL ENCOURAGE ALL YOUNG PEOPLE TO TAKE ACTION AND MAKE A DIFFERENCE. | Description2Txt |
| Expenses2 | $1,719 | Expenses2Amt |
| Description3 | Giving Tree program - IAPW supports community-based organizations and educators that implement innovative strategies and programs designed to allow youth to express themselves about issues that impact their lives and to reach their full potential. IAPW has been a long time supporter of arts empowerment activities for children & youth in foster care, transitional housing and abuse treatment centers. Our continued work with Free Arts MN provides a safe environment for youth to engage in healing self-expression and build positive relationships with caring adults. In 2015, IAPW formed a new partnership with Horton's Kids to expand the reach of their Community Resource Center, which was established in 2011 to serve Washington, DC's poorest, most at-risk neighborhoods where the annual income is under $10,000 per family. The Center is equipped with an accessible source of emergency food, books, internet access and bulletproof glass to provide a safe place for neighborhood youth. | Description3Txt |
| Expenses3 | $108,564 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,912,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $660,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,572,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,572,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,519,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,621 | TotalTaxAmt |
| Distributable Before Adj | $174,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $174,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $174,339 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $332,211 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,621 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $330,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,012 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $332,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,012 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $174,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,860 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $40,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MANUELA TESTOLINI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Build On | |||||||
| PO Box 16741 | Stamford | CT | 06905 | None | Public | Nicaragua | $30,000 |
| free arts | |||||||
| 400 1st ave north 518 | minneapolis | MN | 55401 | none | public | general funding | $15,000 |
| build On | |||||||
| po Box 16741 | stamford | CT | 06905 | none | public | Burkina faso | $32,000 |
| build On | |||||||
| pO Box 16741 | stamford | CT | 06905 | none | public | senegal | $30,000 |
| build On | |||||||
| pO Box 16741 | stamford | CT | 06905 | none | public | Malawi | $27,000 |
| capital partners for education | |||||||
| 1413 k st nw | washington | DC | 20005 | none | public | college education for low income students | $25,000 |
| project hope international | |||||||
| po box 5029 | hagerstown | MD | 21741 | none | public | general funding | $13,500 |
| horton's kids | |||||||
| 100 maryland ave ne | washington | DC | 20012 | none | public | capital improvements | $20,000 |
| horton's kids | |||||||
| 100 maryland ave ne | washington | DC | 20012 | none | public | t shirts | $743 |
| feed them with music | |||||||
| 755 grant st | excelsior | MN | 55331 | none | public | general funding | $5,000 |
| friends of the grantsburg library inc | |||||||
| po box 712 | grantsburg | WI | 54840 | none | public | after school reading program | $5,841 |
| project hope international | |||||||
| pO Box 5029 | hagerstown | MD | 21741 | none | public | general funding | $9,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,451 | 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 | $431 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,976 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $172,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,234 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ | CategoryTxt |
| Amt | $7,800 | Amt |
| Net Investment Income | $3,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Franklin Income Fund Class C | $140,157 | $140,157 |
| ARC Healthcare Trust | $435,000 | $435,000 |
| ARC Global | $108,889 | $108,889 |
| Mutual Series Shares Class A | $162,874 | $162,874 |
| Lord Abbett Inflation Focused Fund Class A | $30,993 | $30,993 |
| fRANKLIN growth opportunities fund | $160,553 | $160,553 |
| Lord Abbett High-Yield Fund Class A | $71,999 | $71,999 |
| Lord Abbett Floating Rate Fund Class A | $34,738 | $34,738 |
| Lord Abbett Calibrated Dividend Growth Fund Class A | $181,052 | $181,052 |
| Lord Abbett Short Duration Income Fund Class A | $1,047,860 | $1,047,860 |
| Lord Abbett Bond-Debenture Fund Class A | $70,006 | $70,006 |
| Franklin Rising Dividends FD Class A | $177,513 | $177,513 |
| Franklin Floating Rate Daily Access Fund Class A | $122,238 | $122,238 |
| Lord Abbett Growth Leaders Fund Class A | $91,018 | $91,018 |
| Lord abbett calibrated mid cap value fund class a | $41,690 | $41,690 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Best & Flanagan | CategoryTxt |
| Legal Fees | $1,191 | LegalFeesAmt |
| Net Investment Income | $595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $596 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDUCATIONAL DOCUMENTARY | $150,000 | $150,000 | $0 |
| LESS: ACCUMULATED AMORTIZATION | -$150,000 | -$150,000 | $0 |
| Due from Broker | $5,586 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized loss on investments | Desc |
| Amt | $46,275 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,652 | $0 | $2,652 |
| Office Expenses | $6,377 | $1,275 | $5,102 |
| WEBSITE | $3,586 | $0 | $0 |
| Payroll Fees | $1,865 | $373 | $1,492 |
| MN Annual Registration | $25 | $0 | $25 |
| CA Annual Registration | $10 | $0 | $10 |
| WI Annual registration | $10 | $0 | $10 |
| fundraising and promotion | $39,832 | $0 | $39,832 |
| meetings | $4,409 | $882 | $3,527 |
| program travel | $17,442 | $0 | $17,442 |
| program supplies | $15,933 | $0 | $15,933 |
| program events | $2,765 | $0 | $2,765 |
| grant research | $2,719 | $0 | $2,719 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Liabilities | Desc |
| BOY Book Value | $39 | BOYBookValueAmt |
| EOY Book Value | $2,951 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | contract services | CategoryTxt |
| Amt | $10,173 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,173 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $1,087 | $217 | $870 |
| Taxes | $1,500 | $0 | $0 |
Comments