FAITH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FAITH FOUNDATION (EIN 23-7794551)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-01-22
- IRS object ID
- 201600229349100605
- Schema version
- 2014v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-22T13:54:04-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | 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 GRIFFITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2153228100 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA R BERGVALL CPA | PreparerPersonNm |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2015-12-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,975,766 | 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 | $51,002 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $532,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,630 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,195 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $268,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,598 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,970 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,727 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $287,376 | CashBOYAmt |
| Cash EOY | $117,930 | CashEOYAmt |
| Cash EOYFMV | $117,930 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $212,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $212,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $212,508 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,982,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,122,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,040,817 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,499,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,460,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,409,132 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $85,129 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $193,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,379 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,066,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,106,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,975,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,066,751 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,106,634 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,066,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,106,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,066,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,106,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,066,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,437 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,142,188 | SubtotalAmt |
| Other Decreases | $35,554 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,106,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 126.35 SH BARON SMALL CAP | P | 2013-11-26 | 2014-11-13 | $4,496 | $4,283 | $213 | $213 |
| 3910.833 SH SCHOONER FUND | P | 2013-12-31 | 2014-11-13 | $100,469 | $100,000 | $469 | $469 |
| 3335.11 SH BARON SMALL CAP | P | 2012-01-01 | 2014-11-13 | $118,672 | $50,343 | $68,329 | $68,329 |
| 9129.26 SH SCHOONER FUND | P | 2012-01-01 | 2014-11-13 | $234,531 | $217,131 | $17,400 | $17,400 |
| 5413.357 SH COHEN & STEERS | P | 2013-05-24 | 2014-11-14 | $74,030 | $74,811 | -$781 | -$781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,630 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $682 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $289,129 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,751,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077073 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,210,822 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,642 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,929,353 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037065 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $291,605 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,711,776 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078562 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $131,152 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,330,459 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039380 | DistributionYr5Rt |
| Total Distribution | 0.259576 | TotalDistributionRt |
| Average Distribution | 0.051915 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,146,475 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $215,264 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,938 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $217,202 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,876 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,876 | SubtotalAmt |
| Tax Based On Investment Income | $3,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,504 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,504 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,372 | TaxDueAmt |
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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S GRIFFITH | ||||||||
| 458 PIKE ROAD | HUNTINGDON VALLEY | PA | 19006 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| 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 | $3,809,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $399,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,209,619 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,209,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,146,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,876 | TotalTaxAmt |
| Distributable Before Adj | $203,448 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,448 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $151,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,448 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $20,992 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $104,562 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $151,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $52,448 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52,448 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,106 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $73,106 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $73,106 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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 | $13,500 |
| PAC- RESOURCE GROUP INC | |||||||
| 1832 S 11TH ST | PHILADELPHIA | PA | 19148 | NONE | 501(C)(3) | UNRESTRICTED | $26,500 |
| GREAT COMMISSION MINISTRIES | |||||||
| PO BOX 7101 | WINTER PARK | FL | 32793 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| HANDIVANGELISM MINISTRIES INTERNL | |||||||
| 300 WEST CHESTNUT STREET | EPHRATA | PA | 17522 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| CHRIST'S HOME | |||||||
| 800 NORTH YORK RD | WARMINSTER | PA | 18974 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 |
| CALVARY CHAPEL OF PHILADELPHIA | |||||||
| 13500 PHILMONT AVE | PHILADELPHIA | PA | 19116 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 |
| PA UNITED MEDICAL ASSOCIATION | |||||||
| PO BOX 7072 | PENNDEL | PA | 19047 | NONE | 501(C)(3) | HEALTHCARE SERVICES | $10,000 |
| KNIGHTS OF COLUMBUS | |||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 06509 | NONE | 501(C)(3) | FINANCIAL AID TO SICK AND DISABLE | $10,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 34TH ST AND CIVIC CENTER | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | PEDIATRIC MEDICINE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,946 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,630 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,793 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DIANE GRIFFITH 2009 TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 OLD JACKSONVILLE ROAD | AddressLine1Txt |
| City | IVYLAND | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18974 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $51,002 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 322 SH COMCAST CORP | $18,956 | 2014-12-30 |
| 1 | 575 SH ENTERPRISE PROD PARTNERS | $21,057 | 2014-12-30 |
| 1 | 135 SH OCCIDENTAL PETE CORP | $10,989 | 2014-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,970 | Amt |
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 | $1,460,000 | EOYBookValueAmt |
| EOYFMV | $1,409,132 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS-EQUITY (SEE ATTACHED) | $2,111,221 | $2,013,571 |
| SCHWAB EQUITIES (SEE ATTACHED) | $11,024 | $27,246 |
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 | $193,951 | BookValueAmt |
| EOYFMV | $195,379 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST/MARKET ADJUSTMENT | $31,245 |
| COST ADJUSTMENT | $4,309 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $36 | $36 |
| PA REGISTRATION FEES | $30 | $30 |
| PENALTY | $4,195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,195 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,727 | Amt |
| Net Investment Income | $19,727 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GRIFFITH'S 2009 TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 OLD JACKSONVILLE RD | AddressLine1Txt |
| City | IVYLAND | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18974 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $14,400 | Amt |
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