ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL (EIN 23-6260105)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-17
- IRS object ID
- 201601389349100115
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-17T12:15:11-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236260105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM AND MARIA SARAH SEYBERT | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTION FOR POOR BOYS AND GIRLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAM | BusinessNameControlTxt |
| Phone | 2156969336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1286 | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARIO BELLOT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-05-13 | 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 | 2016-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,672,704 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $262,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $791,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,237 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $329,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,173 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,044 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,044 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,087 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,459 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,159 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,159 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,389 | CashBOYAmt |
| Cash EOY | $19,452 | CashEOYAmt |
| Cash EOYFMV | $19,452 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,968 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,663,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,728,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,622,772 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,131,403 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,069,402 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,028,512 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,866,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,819,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,672,704 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $4,000 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $4,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,866,568 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,815,565 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,866,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,815,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,866,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,819,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,866,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,003 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,815,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,815,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6231.804SHS. VANGUARD SHORT-TERM INV | P | 2014-01-28 | 2015-01-27 | $66,742 | $66,867 | -$125 | -$125 |
| 7971.063SHS. VANGUARD INTERMEDIATE-T | P | 2007-04-11 | 2015-01-27 | $79,631 | $77,399 | $2,232 | $2,232 |
| 464.752SHS. VANGUARD STRATEGIC EQUIT | P | 2015-06-18 | $16,062 | $8,513 | $7,549 | $7,549 | |
| 207.469SHS. VANGUARD INTERMEDIATE-TE | P | 2015-12-31 | $2,000 | $2,018 | -$18 | -$18 | |
| 10.756SHS. VANGUARD SHORT-TERM INV | P | 2014-03-31 | 2015-01-27 | $115 | $115 | ||
| 55.52SHS. VANGUARD BOND MARKET | P | 2012-09-05 | 2015-01-27 | $612 | $622 | -$10 | -$10 |
| 1083.365SHS. VANGUARD TOTAL STOCK MA | P | 2015-06-18 | $58,252 | $36,106 | $22,146 | $22,146 | |
| 653.71SHS. VANGUARD STRATEGIC EQUITY | P | 2015-12-31 | $18,500 | $12,706 | $5,794 | $5,794 | |
| 903.005SHS. VANGUARD SHORT-TERM INV | P | 2014-12-04 | 2015-01-27 | $9,671 | $9,680 | -$9 | -$9 |
| 154.73SHS. VANGUARD BOND MARKET | P | 2012-12-21 | 2015-01-27 | $1,705 | $1,714 | -$9 | -$9 |
| 1203.882SHS. VANGUARD TOTAL INTERN'L | P | 2015-06-18 | $33,492 | $31,505 | $1,987 | $1,987 | |
| 396.439SHS. VANGUARD INTERMEDIATE-TE | P | 2012-09-05 | 2015-01-27 | $3,960 | $4,119 | -$159 | -$159 |
| 239.128SHS. VANGUARD BOND MARKET | P | 2012-12-21 | 2015-01-27 | $2,635 | $2,650 | -$15 | -$15 |
| 476.887SHS. VANGUARD BOND MARKET | P | 2015-07-28 | $5,126 | $5,221 | -$95 | -$95 | |
| 563.755SHS. VANGUARD INTERMEDIATE-TE | P | 2012-12-28 | 2015-01-27 | $5,632 | $5,829 | -$197 | -$197 |
| 1620.022SHS. VANGUARD BOND MARKET | P | 2013-01-30 | 2015-01-27 | $17,853 | $17,901 | -$48 | -$48 |
| 1122.544SHS. VANGUARD BOND MARKET AD | P | 2015-09-16 | $12,000 | $12,289 | -$289 | -$289 | |
| 154.19SHS. VANGUARD INTERMEDIATE-TER | P | 2012-12-28 | 2015-01-27 | $1,540 | $1,594 | -$54 | -$54 |
| 1517.195SHS. VANGUARD BOND MARKET | P | 2013-01-24 | 2015-01-27 | $16,719 | $16,765 | -$46 | -$46 |
| 461.291SHS. VANGUARD SHORT-TERM INV | P | 2015-10-22 | $4,922 | $4,944 | -$22 | -$22 | |
| 847.378SHS. VANGUARD INTERMEDIATE-TE | P | 2013-01-24 | 2015-01-27 | $8,465 | $8,728 | -$263 | -$263 |
| 16558.777SHS. VANGUARD BOND MARKET | P | 2012-01-27 | 2015-01-27 | $182,478 | $182,643 | -$165 | -$165 |
| 2251.406SHS. VANGUARD BOND MARKET AD | P | 2015-11-11 | $24,000 | $24,645 | -$645 | -$645 | |
| 368.136SHS. VANGUARD INTERMEDIATE-TE | P | 2013-03-28 | 2015-01-27 | $3,678 | $3,751 | -$73 | -$73 |
| 66.464SHS. VANGUARD TOTAL INTERN'L S | P | 2015-04-28 | $1,915 | $1,739 | $176 | $176 | |
| 26521.63SHS. VANGUARD INTERNATIONAL | P | 2015-11-11 | $26,000 | $26,522 | -$522 | -$522 | |
| 60.516SHS. VANGUARD INTERMEDIATE-TER | P | 2013-03-28 | 2015-01-27 | $604 | $617 | -$13 | -$13 |
| 442.744SHS. VANGUARD BOND MARKET ADM | P | 2015-06-18 | $4,751 | $4,847 | -$96 | -$96 | |
| 26606.31SHS. VANGUARD INTERMEDIATE-T | P | 2015-11-11 | $26,500 | $26,606 | -$106 | -$106 | |
| 193.604SHS. VANGUARD INTERMEDIATE-TE | P | 2012-03-30 | 2015-01-27 | $1,934 | $1,952 | -$18 | -$18 |
| 151.478SHS. VANGUARD INTERNATIONAL B | P | 2015-06-18 | $3,164 | $3,262 | -$98 | -$98 | |
| 11617.55SHS. VANGUARD SHORT-TERM INV | P | 2015-11-11 | $11,500 | $11,618 | -$118 | -$118 | |
| 73.256SHS. VANGUARD INTERMEDIATE-TER | P | 2012-03-30 | 2015-01-27 | $732 | $738 | -$6 | -$6 |
| 355.805SHS. VANGUARD INTERMEDIATE-TE | P | 2015-06-18 | $3,473 | $3,461 | $12 | $12 | |
| 16192.03SHS. VANGUARD PRIMECAP FUND | P | 2015-11-11 | $25,000 | $16,192 | $8,808 | $8,808 | |
| 1254.179SHS. VANGUARD INTERMEDIATE-T | P | 2011-06-03 | 2015-01-27 | $12,529 | $12,617 | -$88 | -$88 |
| 862.097SHS. VANGUARD SHORT-TERM INV | P | 2015-06-18 | $9,198 | $9,241 | -$43 | -$43 | |
| 4348.42SHS. VANGUARD WINDSOR II FUND | P | 2015-11-11 | $5,000 | $4,348 | $652 | $652 | |
| 62.251SHS. VANGUARD INTERMEDIATE-TER | P | 2011-12-29 | 2015-01-27 | $622 | $621 | $1 | $1 |
| 282.15SHS. VANGUARD EXPLORER FUND | P | 2015-06-18 | $26,657 | $19,617 | $7,040 | $7,040 | |
| 20668.37SHS. VANGUARD TOTAL STOCK MA | P | 2015-11-11 | $32,000 | $20,668 | $11,332 | $11,332 | |
| 662.128SHS. VANGUARD INTERMEDIATE-TE | P | 2011-12-29 | 2015-01-27 | $6,615 | $6,601 | $14 | $14 |
| 24.987SHS. VANGUARD PRIMECAP FUND | P | 2015-06-18 | $2,756 | $1,773 | $983 | $983 | |
| 140.977SHS. VANGUARD BOND MARKET ADM | P | 2015-12-31 | $1,500 | $1,543 | -$43 | -$43 | |
| 585.798SHS. VANGUARD INTERMEDIATE-TE | P | 2013-12-17 | 2015-01-27 | $5,852 | $5,700 | $152 | $152 |
| 66.88SHS. VANGUARD WINDSOR II FUND | P | 2015-06-18 | $4,587 | $3,774 | $813 | $813 | |
| 142.18SHS. VANGUARD INTERNATIONAL BO | P | 2015-12-31 | $3,000 | $3,061 | -$61 | -$61 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,237 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$134 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $353,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,964,928 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050826 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $384,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,491,071 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059208 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,186 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,844,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039384 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $286,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,501,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052029 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,372,795 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033874 | DistributionYr5Rt |
| Total Distribution | 0.235321 | TotalDistributionRt |
| Average Distribution | 0.047064 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,902,435 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $324,856 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,041 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $327,897 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $334,833 | 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 | $3,041 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,041 | SubtotalAmt |
| Tax Based On Investment Income | $3,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,487 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,487 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,446 | OverpaymentAmt |
| Applied To ES Tax | $6,082 | AppliedToESTaxAmt |
| Refund | $364 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SEYBERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DIANA LOUKEDIS DOHERTY | IndividualWithBooksNm |
| Phone | 2156969336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 BELMONT SQUARE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| DARIO BELLOT | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| AISHAH MILLER | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | VICE PRESIDE | 1.50 | $0 | $0 | $0 |
| RICHARDSON SEDMAK | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | TREASURER | 2.00 | $0 | $0 | $0 |
| OBINNA I ABARA ESQ | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | SECRETARY | 1.50 | $0 | $0 | $0 |
| JULIE COUSLER EMIG | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DWAYNE WHARTON | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEEPA VASUDEVAN | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA WHITE | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LANDON JONES | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA LOUKEDIS DOHERTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 BELMONT SQUARE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT SERVICES | ServiceTypeTxt |
| Compensation | $52,125 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
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 | $6,978,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,007,548 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,007,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,902,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,041 | TotalTaxAmt |
| Distributable Before Adj | $342,081 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $342,081 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $342,081 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,833 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $334,833 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,041 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $331,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $342,081 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $11,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,833 | QualifyingDistributionsAmt |
| Applied To Current Year | $334,833 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,248 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,248 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,530 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,530 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANA LOUKEDIS DOHERTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1286 | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156969336 | RecipientPhoneNum |
| Recipient Email Address | ADMIN@SEYBERTFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE FOR GRANT FORMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT DUE DATES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO THE BENEFIT OF POOR BOYS AND GIRLS RESIDING IN PHILADELPHIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 12 PLUS | ||||||
| 1349 W CHELTENHAM AVE | PHILADELPHIA | PA | 19027 | 501(C)3 | GENERAL OPERATING | $4,000 |
| 1812 PRODUCTIONS | ||||||
| 2329 S 3RD ST | PHILADELPHIA | PA | 19148 | 501(C)3 | GENERAL OPERATING | $4,000 |
| A LITTLE TASTE OF EVERYTHING | ||||||
| 4919 PENTRIDGE STREET | PHILADELPHIA | PA | 19143 | 501(C)3 | GENERAL OPERATING | $3,000 |
| ART REACH | ||||||
| 1819 JFK BLVD SUITE 200 | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $3,000 |
| ARTISTAS Y MUSICOS LATINO AMERICANO | ||||||
| 4261 N 5TH ST | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $4,000 |
| ARTWELL | ||||||
| 3723 CHESTNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $4,000 |
| ASIAN AMERICANS UNITED | ||||||
| 1023 CALLOWHILL ST | PHILADELPHIA | PA | 19123 | 501(C)3 | GENERAL OPERATING | $4,000 |
| ASIAN ARTS INITIATIVE | ||||||
| ASIAN ARTS INITIATIVE | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $4,000 |
| THE ATTIC YOUTH CENTER | ||||||
| 255 S 16TH ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $10,000 |
| AWBURY ARBORETUM ASSOC | ||||||
| 1 AWBURY RD | PHILADELPHIA | PA | 19138 | 501(C)3 | GENERAL OPERATING | $3,000 |
| AYUDA COMMUNITY CENTER | ||||||
| 4400 N MARSHALL ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $4,000 |
| BIG PICTURE ALLIANCE | ||||||
| 4732 STENTON AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $4,000 |
| BREAKTHROUGH OF GREATER PHILA | ||||||
| 34 WEST COULTER ST | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| BUILDABRIDGE INTERNATIONAL | ||||||
| 205 W TULPEHOCKEN ST | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| CAMBODIAN ASSOC OF GREATER PHILA | ||||||
| 5412 N 5TH ST | PHILADELPHIA | PA | 19120 | 501(C)3 | GENERAL OPERATING | $3,500 |
| CENTER FOR EMERGING VISUAL ARTISTS | ||||||
| 237 S 18TH ST SUITE 3A | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $4,000 |
| CENTRO NUEVA CREACION | ||||||
| 185 WEST TIOGA STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $5,000 |
| COLLEGE POSSIBLE PHILADELPHIA | ||||||
| 2000 HAMILTON ST SUITE | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $4,000 |
| WILLIAM PENN CHARTER SCHOOL | ||||||
| 3000 W SCHOOL HOUSE LANE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $4,000 |
| COLLEGE SETTLEMENT OF PHILADELPHIA | ||||||
| 600 WITMER RD | HORSHAM | PA | 19044 | 501(C)3 | GENERAL OPERATING | $3,000 |
| COMMONWEALTH YOUTHCHOIRS | ||||||
| 35 WEST CHELTEN AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $3,000 |
| COURT APPOINTED SPECIAL ADVOCATES O | ||||||
| 1940 BRANDYWINE ST | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $5,000 |
| DRAGONFLY FOREST INC | ||||||
| 1100 E HECTOR STREET SU | CONSHOHOCKEN | PA | 19428 | 501(C)3 | GENERAL OPERATING | $3,000 |
| EDUCATION PLUS INC | ||||||
| 970 SPROUL ROAD | BRYN MAWR | PA | 19010 | 501(C)3 | GENERAL OPERATING | $5,000 |
| ESF DREAM CAMP FOUNDATION | ||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | 501(C)3 | GENERAL OPERATING | $3,000 |
| ESPERANZA IMMIGRATION LEGAL SERVICE | ||||||
| 4261 N 5TH STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $3,500 |
| FRANCISVILLE NEIGHBORHOOD DEVELOPME | ||||||
| 1708 RIDGE AVENUE | PHILADELPHIA | PA | 19030 | 501(C)3 | GENERAL OPERATING | $4,000 |
| FUND FOR PHILADELPHIA FOR US2020PHL | ||||||
| ROOM 798 CITY HALL | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $3,000 |
| GEORGIA E GREGORY INTERDENOMINATIO | ||||||
| 1628-30 WEST ALLEGHENY AV | PHILADELPHIA | PA | 19132 | 501(C)3 | GENERAL OPERATING | $3,000 |
| GIRLS ROCK PHILLY | ||||||
| 1867 FRANKFORD AVE | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $3,000 |
| GIVING OF SELF PARTNERSHIP | ||||||
| 6101 LIMEKILN PIKE | PHILADELPHIA | PA | 19141 | 501(C)3 | GENERAL OPERATING | $4,000 |
| INN DWELLING | ||||||
| 109 E PRICE ST | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| INTERNATIONAL BALLET EXCHANGE | ||||||
| 38 EAST SCHOOLHOUSE LN | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| LIVECONNECTIONS | ||||||
| 3025 WALNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| METROPOLITAN BALLET COMPANY | ||||||
| 1316 WARNER RD | JENKINTOWN | PA | 19046 | 501(C)3 | GENERAL OPERATING | $2,500 |
| MINDING YOUR MIND | ||||||
| 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | 501(C)3 | GENERAL OPERATING | $4,500 |
| MUSICOPIA | ||||||
| 2001 MARKET STREET SUITE | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| NATIONAL NURSING CENTERS CONSORTIUM | ||||||
| 260 S BROAD STREET | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $4,000 |
| NEIGHBORHOOD BIKEWORKS | ||||||
| 18TH FLOOR | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $4,000 |
| NORRIS SQUARE NEIGHBORHOOD PROJECT | ||||||
| 2141 N HOWARD ST | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $5,000 |
| NORTH LIGHT COMMUNITY CENTER | ||||||
| 175 GREEN LANE | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $3,000 |
| NSCDAPA (STENTON) | ||||||
| 4601 N 18TH STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $4,000 |
| PEGASUS RIDING ACADEMY | ||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA EDUCATION FUND FOR MEN | ||||||
| 1709 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $2,500 |
| PHILADELPHIA READS | ||||||
| 1709 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA WOODEN BOAT FACTORY | ||||||
| 4520 WORTH ST STE L2 | PHILADELPHIA | PA | 19124 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILLY GIRLS IN MOTION INC | ||||||
| 40 WEST TURNBILL AVE | HAVERTOWN | PA | 19083 | 501(C)3 | GENERAL OPERATING | $3,000 |
| PLAY ON PHILLY | ||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | 501(C)3 | GENERAL OPERATING | $3,000 |
| PLAYWORKS EDUCATION ENERGIZED | ||||||
| 1518 WALNUT ST PENTHOUSE | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| THE PROVIDENCE CENTER | ||||||
| 2635 NORTH 4TH ST | PHILADELPHIA | PA | 19133 | 501(C)3 | GENERAL OPERATING | $3,000 |
| RAICES CULTURALES LATINOAMERICANAS | ||||||
| 1417 N 2ND ST FIRST FL A | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $2,500 |
| RESOURCES FOR HUMAN DEVELOPMENT FOR | ||||||
| 801 S 48TH STREET | PHILADELPHIA | PA | 19143 | 501(C)3 | GENERAL OPERATING | $3,000 |
| RESOURCES FOR HUMAN DEVELOPMENT FOR | ||||||
| PO BOX 431 | DREXEL HILL | PA | 19026 | 501(C)3 | GENERAL OPERATING | $5,000 |
| RHAWNHURST TURNING POINT | ||||||
| 7812 CASTOR AVE FIRST FL | PHILADELPHIA | PA | 19152 | 501(C)3 | GENERAL OPERATING | $2,500 |
| ROCK TO THE FUTURE | ||||||
| PO BOX 29324 | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $3,500 |
| SAVANNAH CHAMBER PLAYERS INC AKA P | ||||||
| PO BOX 22363 | PHILADELPHIA | PA | 19110 | 501(C)3 | GENERAL OPERATING | $3,000 |
| SISTER CITIES GIRLCHOIR | ||||||
| PO BOX 15277 | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $4,000 |
| SPARK PROGRAM INC | ||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $4,000 |
| STARFINDER FOUNDATION | ||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $5,000 |
| STEPPINGSTONE SCHOLARS | ||||||
| 4112 STATION ST UNIT D | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $5,000 |
| STORYBOOK MUSICAL THEATER | ||||||
| 1811 EDGE HILL ROAD | ABINGTON | PA | 19001 | 501(C)3 | GENERAL OPERATING | $1,500 |
| SUMMER SEARCH PHILADELPHIA | ||||||
| 1528 WALNUT STREET STE 1 | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $4,000 |
| TALLER PUERTORRIQUENO | ||||||
| 2721 N 5TH ST | PHILADELPHIA | PA | 19133 | 501(C)3 | GENERAL OPERATING | $5,000 |
| TEMPLE UNIVERSITY FOR UNIVERSITY CI | ||||||
| 1115 POLLET WALK TEMPLE | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $3,000 |
| TRUSTEES OF THE UNIV OF PA FOR PRO | ||||||
| 3400 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $2,500 |
| MT AIRY COMMUNITY SERVICES CORP | ||||||
| 559 CARPENTER LN | PHILADELPHIA | PA | 19119 | 501(C)3 | GENERAL OPERATING | $1,000 |
| WEST PARK CULTURAL CENTER | ||||||
| 5114 PARKSIDE AVENUE | PHILADELPHIA | PA | 19131 | 501(C)3 | GENERAL OPERATING | $4,000 |
| YES ANDCOLLABORATIVE ARTS IMAGI | ||||||
| 21 W WASHINGTON LANE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| YOUTH SENTENCING AND RE-ENTRY PROJE | ||||||
| 123 S BROAD STREET 24TH | PHILADELPHIA | PA | 19109 | 501(C)3 | GENERAL OPERATING | $5,000 |
| YOUTH UNITED FOR CHANGE INC | ||||||
| 1910 N FRONT ST | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,935 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $329,173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,173 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXPREPARATION990PF | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,087 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,069,402 | EOYBookValueAmt |
| EOYFMV | $2,028,512 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARDTRUST | StockNm |
| EOY Book Value | $3,728,743 | EOYBookValueAmt |
| EOYFMV | $4,622,772 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $5,044 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,044 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADMINISTRATIVEEXPENSES | $2,432 | $243 | $2,407 |
| DUES&SUBSCRIPTIONS | $2,230 | $2,230 | |
| INSURANCE-LIABILITY | $1,561 | $1,561 | |
| MISCELLANEOUS | $105 | $10 | $95 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTFEES | $52,500 | $5,250 | $47,250 |
| INVESTMENT FEES | $19,236 | $19,236 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES&LICENSES | CategoryTxt |
| Amt | $20,459 | Amt |
Comments