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GERARD HEALTH FOUNDATION LLC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GERARD HEALTH FOUNDATION LLC (EIN 04-3580039)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-01
IRS object ID
201621229349100602
Schema version
2015v2.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-01T16:57:34-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sciarra CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1858 Worcester RoadAddressLine1Txt
CityFraminghamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01702ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043580039EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERARD HEALTH FOUNDATION LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGERABusinessNameControlTxt
Phone5087859774PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 ROLLING LANEAddressLine1Txt
CityDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAYMOND B RUDDYPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatricia SciarraPreparerPersonNm
PTINP00306104PTIN
Phone5086510998PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,351FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$545,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$545,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$325,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$325,000OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$34,709LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$34,709LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$114,991OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$114,991OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,235TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$12,235TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,124DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$22,390TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$22,390TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$2,492PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$2,492PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,574OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$17,574OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$531,490TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$530,366TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,934ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,934ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$533,424TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$532,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,576ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,651CashBOYAmt
Cash EOY$36,351CashEOYAmt
Cash EOYFMV$36,351CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,625LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,610LandBldgEquipAccumDeprecAmt
Land BOY$2,139LandBOYAmt
Land EOY$1,015LandEOYAmt
Total Assets BOY$25,790TotalAssetsBOYAmt
Total Assets EOY$37,366TotalAssetsEOYAmt
Total Assets EOYFMV$36,351TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$25,790RetainedEarningBOYAmt
Retained Earning EOY$37,366RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,790TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,366TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,790TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,366TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,790TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,576ExcessRevenueOverExpensesAmt
Subtotal$37,366SubtotalAmt
Tot Net Ast Or Fund Balances EOY$37,366TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$387,660AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,649NetVlNoncharitableAssetsYr1Amt
Distribution Yr18.68239DistributionYr1Rt
Adjusted Qlfy Distri Yr2$418,252AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$48,517NetVlNoncharitableAssetsYr2Amt
Distribution Yr28.62073DistributionYr2Rt
Adjusted Qlfy Distri Yr3$440,215AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$43,291NetVlNoncharitableAssetsYr3Amt
Distribution Yr310.16874DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,036,645AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$47,928NetVlNoncharitableAssetsYr4Amt
Distribution Yr421.62922DistributionYr4Rt
Adjusted Qlfy Distri Yr5$816,985AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$43,941NetVlNoncharitableAssetsYr5Amt
Distribution Yr518.59277DistributionYr5Rt
Total Distribution67.693849TotalDistributionRt
Average Distribution13.538770AverageDistributionRt
Net Vl Noncharitable Assets$51,095NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$691,763AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$691,763AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$532,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5087859774PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126 ROLLING LANEAddressLine1Txt
CityDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020302446ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRAYMOND B RUDDYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 ROLLING LANEAddressLine1Txt
CityDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020302446ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonCLAUDE ALLENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120203 GOSHEN ROAD 146AddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20879ZIPCd
FieldValueIRS element (for citing)
TitleSr. VPTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$325,000CompensationAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CREATIVE RESPONSE CONCEPTSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12760 EISENHOWER AVEAddressLine1Txt
CityALEXANDERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Service TypePUBLIC RELATIONSServiceTypeTxt
Compensation$107,413CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,873AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,873TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$51,873AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$778CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,095NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,555MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,555MinimumInvestmentReturnAmt
Distributable Before Adj$2,555DistributableBeforeAdjAmt
Distributable Before Ded$2,555DistributableBeforeDedAmt
Distributable As Adjusted$2,555DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$532,300ExpensesAndContributionsAmt
Qualifying Distributions$532,300QualifyingDistributionsAmt
Adjusted Qualifying Distri$532,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,555DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$814,788ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,034,249ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$438,050ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$415,826ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$385,428ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,088,341TotalExcessDistributionCyovAmt
Qualifying Distributions$532,300QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,555AppliedToCurrentYearAmt
Remaining Distri From Corpus$529,745RemainingDistriFromCorpusAmt
Total Corpus$3,618,086TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$814,788ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,803,298ExcessDistriCyovToNextYrAmt
Excess From Year4$1,034,249ExcessFromYear4Amt
Excess From Year3$438,050ExcessFromYear3Amt
Excess From Year2$415,826ExcessFromYear2Amt
Excess From Year1$385,428ExcessFromYear1Amt
Excess From Current Year$529,745ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON SYMPHONY
301 MASSACHUSETTS AVEBOSTONMA02115NONEPFDonation$100
HEARTBEAT OF MIAMI
301 WESTWARD DRMIAMI SPRINGSFL33166NONEPFDONATION$1,834
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,934TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
COMPUTER EQUIPMENT2011-05-20$2,481$1,777SL5.0000$496
COMPUTER EQUIPMENT2011-11-30$2,652$1,634SL5.0000$530
COMPUTER EQUIPMENT2014-04-01$492$74SL5.0000$98

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$5,625CostOrOtherBasisAmt
Accumulated Depreciation$4,610AccumulatedDepreciationAmt
Book Value$1,015BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal feesCategoryTxt
Legal Fees$34,709LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$34,709DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Computer repairs$479$479
Insurance$690$690
Office Expense$5,027$5,027
Payroll processing$2,042$2,042
Postage$634$634
Supplies$1,646$1,646
Telephone$6,902$6,902
Web Expense$154$154

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryConsulting feesCategoryTxt
Amt$114,991Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$114,991DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll taxes$12,110$12,110
State filing fees$125$125

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