THE CENTER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE CENTER FOUNDATION (EIN 23-2789808)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-25
- IRS object ID
- 201630859349100208
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-25T16:35:48-04:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270683479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peterson Fieo and Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 Chesley Drive Suite 102 | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232789808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Center Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W State Street | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190632807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan K Garrison | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 6105656171 | PhoneNum |
| Signature | 2016-01-25 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George Fieo | PreparerPersonNm |
| PTIN | P00231326 | PTIN |
| Phone | 6104571486 | PhoneNum |
| Preparation | 2016-03-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $214,429 | 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 | $194,227 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $997 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $997 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,120 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $1,702 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,756 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $198,849 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $997 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,699 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $122,067 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $122,067 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,040 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,040 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,493 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,493 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $1,323 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $24,743 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $24,743 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,158 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,158 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $513 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $513 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $26,592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $199,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $997 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,699 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,365 | CashBOYAmt |
| Cash EOY | $10,025 | CashEOYAmt |
| Cash EOYFMV | $10,025 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $8,065 | AcctRcvblBOYAmt |
| Pledges Rcvbl | $152,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $120,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $152,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $152,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,915 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,275 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,275 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $31,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,024 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,922 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,817 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,430 | LandBOYAmt |
| Land EOY | $1,105 | LandEOYAmt |
| Land EOYFMV | $1,105 | LandEOYFMVAmt |
| Total Assets BOY | $213,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,429 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,240 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,690 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,240 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,690 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $197,103 | UnrestrictedBOYAmt |
| Unrestricted EOY | $198,739 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $198,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $214,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,716 | OtherIncreasesAmt |
| Subtotal | $198,739 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $198,739 | 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 |
|---|---|---|---|---|---|---|---|
| 1000 shs CDI | D | 2012-06-05 | 2014-08-21 | $14,818 | $17,960 | -$3,142 | -$3,142 |
| 500 shs CDI | D | 2012-06-05 | 2014-11-07 | $8,596 | $8,980 | -$384 | -$384 |
| 1000 shs CDI | D | 2012-06-05 | 2014-11-17 | $17,506 | $16,813 | $693 | $693 |
| 500 shs CDI | D | 2014-08-21 | 2015-01-06 | $8,960 | $7,585 | $1,375 | $1,375 |
| 500 shs CDI | D | 2015-02-13 | 2015-03-03 | $9,240 | $8,913 | $327 | $327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,131 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,702 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,863 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,844 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.122588 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,516 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,257 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.233851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $321,079 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $132,410 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.424885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $353,929 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $105,743 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.347068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $429,708 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $119,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.592966 | DistributionYr5Rt |
| Total Distribution | 13.721358 | TotalDistributionRt |
| Average Distribution | 2.744272 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,509 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,606 | 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 | $10 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $10 | 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 | Yes (true) | 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 | www.thecenterfoundation.org | WebsiteAddressTxt |
| Individual With Books | Susan K Garrison | IndividualWithBooksNm |
| Phone | 6105656171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W State Street | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190632807 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Michael J J Campbell | ||||||||
| 300 W State Street | Media | PA | 190632807 | Board President and Treasurer | 20.00 | $0 | $0 | $0 |
| Susan K Garrison | ||||||||
| 300 W State Street | Media | PA | 190632807 | Executive Director | 20.00 | $0 | $0 | $0 |
| Lori Simons | ||||||||
| 300 W State Street | Media | PA | 190632807 | Board Secretary | 20.00 | $0 | $0 | $0 |
| Cathy Judge Cardillo | ||||||||
| 300 W State Street | Media | PA | 190632807 | Trustee | 1.00 | $0 | $0 | $0 |
| Sallie-Elizabeth Clayton | ||||||||
| 300 W State Street | Media | PA | 190632807 | trustee | 1.00 | $0 | $0 | $0 |
| Carol Goertzel | ||||||||
| 300 W State Street | Media | PA | 190632807 | trustee | 1.00 | $0 | $0 | $0 |
| Joyce E Jefferson | ||||||||
| 300 W State Street | Media | PA | 190632807 | trustee | 1.00 | $0 | $0 | $0 |
| Robin Otto | ||||||||
| 300 W State Street | Media | PA | 190632807 | trustee | 1.00 | $0 | $0 | $0 |
| Larry Smoose | ||||||||
| 300 W State Street | Media | PA | 190632807 | trustee | 1.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Young Parents Support Network - Mentoring program for pregnant and parenting teenagers 13-19 matching with adult volunteers and providing life skills training | Description1Txt |
| Expenses1 | $66,173 | Expenses1Amt |
| Description2 | resource referral and case management | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | WomenCare Mentoring Program - Trained and supported case management of female abuse survivors immigrants and other women in transition with volunteer mentors | Description3Txt |
| Expenses3 | $78,143 | Expenses3Amt |
| Description4 | and provided job skills and life skills training | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,491 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,606 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,606 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,596 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $199,606 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-03-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $997 | CurrentYearAmt |
| Year1 | $1,770 | Year1Amt |
| Year2 | $4,063 | Year2Amt |
| Year3 | $3,141 | Year3Amt |
| Total | $9,971 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $847 | CurrentYearAmt |
| Year1 | $1,505 | Year1Amt |
| Year2 | $3,454 | Year2Amt |
| Year3 | $2,670 | Year3Amt |
| Total | $8,476 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,606 | CurrentYearAmt |
| Year1 | $158,863 | Year1Amt |
| Year2 | $181,516 | Year2Amt |
| Year3 | $321,079 | Year3Amt |
| Total | $861,064 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,606 | CurrentYearAmt |
| Year1 | $158,863 | Year1Amt |
| Year2 | $181,516 | Year2Amt |
| Year3 | $321,079 | Year3Amt |
| Total | $861,064 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,150 | CurrentYearAmt |
| Year1 | $2,495 | Year1Amt |
| Year2 | $2,709 | Year2Amt |
| Year3 | $4,414 | Year3Amt |
| Total | $11,768 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael J J Campbell | ContributingManagerNm |
| Contributing Manager | Susan K Garrison | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $996 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | -$1,131 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$134 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$134 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| United Way | |||||||
| 1 | 1709 Benjamin Franklin Parkway | Philadelphia | PA | 19103 | $25,000 | Yes (X) | |
| Susan Garrison Michael Campbell | |||||||
| 2 | 513 W Front Street | Media | PA | 19063 | $69,940 | Yes (X) | |
| Pam Larry Phelan | |||||||
| 3 | 110 Knightsbridge Road | Wynnewood | PA | 19096 | $20,000 | Yes (X) | |
| Garrison Family Foundation | |||||||
| 4 | 800 Manchester Avenue | Media | PA | 19063 | $5,000 | Yes (X) | |
| Santander Bank | |||||||
| 5 | 75 State Street | Boston | MA | 02109 | $5,000 | Yes (X) | |
| Doug Whyte | |||||||
| 6 | co Susan Garrison 300 W State Stree | Media | PA | 19063 | $6,943 | Yes (X) | |
| E SMITH TRUST | |||||||
| 7 | 1525 W Mt Harris Blvd | Charlotte | NC | 28262 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | CDI STOCKS | NoncashPropertyDesc |
| Fair Market Value | $69,940 | FairMarketValueAmt |
| Received | 2015-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting and audit fees | CategoryTxt |
| Amt | $4,493 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,493 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Computer - Desks | 2009-09-14 | $1,699 | $1,629 | SL | 5 | $70 | $0 | $0 |
| Computer | 2010-09-22 | $1,797 | $1,436 | SL | 5 | $359 | $0 | $0 |
| Xerox | 2011-03-10 | $1,855 | $1,484 | SL | 5 | $371 | $0 | $0 |
| Computer Equipment - Golden Impulse | 2009-09-14 | $3,730 | $3,575 | SL | 5 | $155 | $0 | $0 |
| computers | 2014-05-05 | $1,842 | $369 | SL | 5 | $368 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments | StockNm |
| EOY Book Value | $48,024 | EOYBookValueAmt |
| EOYFMV | $48,024 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land Building and equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $10,922 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $10,922 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| payroll Services | $1,547 | $0 | $0 | $1,547 |
| admin office supplies etc | $5,083 | $0 | $0 | $5,083 |
| bank charges | $150 | $0 | $0 | $150 |
| workshops staff develop &c | $3,177 | $0 | $0 | $3,177 |
| computer supplies & repairs | $0 | $0 | $0 | $0 |
| contract services | $925 | $0 | $0 | $925 |
| insurance | $2,021 | $0 | $0 | $2,021 |
| volunteer recruitment | $1,009 | $0 | $0 | $1,009 |
| volunteer expenses | $4,070 | $0 | $0 | $4,070 |
| group special events | $6,717 | $0 | $0 | $6,717 |
| miscellaneous | $1,893 | $0 | $0 | $1,893 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $4,756 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| difference capl gain GAAP vs tax | $3,718 |
| rounding | -$2 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | United Way | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 Benjamin Franklin Parkway | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
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