BETA

JORDAN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JORDAN FAMILY FOUNDATION (EIN 26-2600531)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-15
IRS object ID
201501059349100245
Schema version
2014v5.0
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)
Return2015-04-15T13:34:55-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115942 CONNEAUT LAKE ROADAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262600531EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJORDBusinessNameControlTxt
Phone8148384313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J WALKERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8148384313PhoneNum
Signature2015-04-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH C LEDFORDPreparerPersonNm
PTINP00020172PTIN
Phone8143361512PhoneNum
Preparation2015-04-03PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,126,934FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$65,776ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$40,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,238DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,233NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$458,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,233CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$110,247TotalRevAndExpnssAmt
Total Net Invst Incm$44,471TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,033AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,033AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$197TaxesRevAndExpnssAmt
Taxes Net Invst Incm$197TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,596OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,588OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,826TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,785TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,041TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,545ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,545ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,371TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,785TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,586TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,876ExcessRevenueOverExpensesAmt
Net Investment Income$35,686NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$548CashBOYAmt
Cash EOY$145CashEOYAmt
Cash EOYFMV$145CashEOYFMVAmt
Sav And Temp Cash Invst BOY$125,185SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,759SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,759SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$878,964CorporateStockBOYAmt
Corporate Stock EOY$965,852CorporateStockEOYAmt
Corporate Stock EOYFMV$1,044,030CorporateStockEOYFMVAmt
Total Assets BOY$1,004,697TotalAssetsBOYAmt
Total Assets EOY$1,048,756TotalAssetsEOYAmt
Total Assets EOYFMV$1,126,934TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,004,697RetainedEarningBOYAmt
Retained Earning EOY$1,048,756RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,004,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,048,756TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,004,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,048,756TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,004,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,876ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,053,573SubtotalAmt
Other Decreases$4,817OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,048,756TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$458,744GrossSalesPriceAmt
Cost Or Other Basis$454,511CostOrOtherBasisAmt
Gain Or Loss$4,233GainOrLossAmt
Gains Minus Excess Or Losses$4,233GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,233CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,694AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$860,434NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051944DistributionYr1Rt
Adjusted Qlfy Distri Yr2$43,866AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$808,950NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054226DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,462AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$840,868NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051687DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,816AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$798,757NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048596DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,092AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$697,803NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056022DistributionYr5Rt
Total Distribution0.262475TotalDistributionRt
Average Distribution0.052495AverageDistributionRt
Net Vl Noncharitable Assets$1,003,346NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,671AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$357NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$53,028AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,586QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$714InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$714SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$714TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,720EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,720TotalPaymentsAndCreditsAmt
Overpayment$2,006OverpaymentAmt
Applied To ES Tax$2,006AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JORDANFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSUSAN J WALKERIndividualWithBooksNm
Phone8148384313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EVELYN M JORDAN
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & PRESIDENT1.00$0$0$0
LYNN A JORDAN-DEICHMAN
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & VICE PRESIDENT0.50$0$0$0
DEBORAH J KAPUSTA
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & SECRETARY0.50$0$0$0
SUSAN J WALKER
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$987,785AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,840AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,018,625TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,018,625AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,279CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,003,346NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,167MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,167MinimumInvestmentReturnAmt
Tax Based On Investment Income$714TaxBasedOnInvestmentIncomeAmt
Total Tax$714TotalTaxAmt
Distributable Before Adj$49,453DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,453DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,453DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,586ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,586QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,586AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,453DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$29,395ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,369ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,764TotalExcessDistributionCyovAmt
Qualifying Distributions$52,586QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,453AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,133RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$36,897TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$36,897ExcessDistriCyovToNextYrAmt
Excess From Year2$29,395ExcessFromYear2Amt
Excess From Year1$4,369ExcessFromYear1Amt
Excess From Current Year$3,133ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEVELYN M JORDANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJORDAN FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8148384313RecipientPhoneNum
Form And Info And MaterialsSUBMITTED USING THE JORDAN FAMILY FOUNDATION GRANT APPLICATION FORM AVAILABLE AT THE SAEGERTOWN BOROUGH OFFICE, 603 ERIE ST, SAEGERTOWN, PA. FULL PROJECT BUDGETS SHOULD BE INCLUDED WITH THE APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31ST AND SEPTEMBER 30THSubmissionDeadlinesTxt
Restrictions On AwardsPROJECT MUST ENHANCE OR OTHERWISE BENEFIT THE COMMUNITY OF SAEGERTOWN. THE ORGANIZATION MUST BE TAX EXEMPT UNDER SECTION 501(C)(3). ORGANIZATIONS NOT INDEPENDENTLY INCORPORATED AS TAX-EXEMPT MAY APPLY THROUGH A QUALIFIED INCORPORATED "CONDUIT" ORGANIZATION. THE ORGANIZATION MUST NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, COLOR, RELIGION, NATIONAL ORIGIN, HANDICAP, SEXUAL ORIENTATION, MARITAL STATUS, GENDER OR GENDER IDENTITY IN ANY PROGRAM OR ACTIVITIES RECEIVING FUNDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAEGERTOWN AREA LIBRARY ASSOCIATION INC
325 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYCOUNTERTOP PROJECT$1,275
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433LOCAL GOVERNMENTBATHROOM UPGRADE PROJECT AT JORDAN PARK$11,070
SAEGERTOWN HERITAGE SOCIETY
320 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYPARKING LOT PROJECT$4,300
SAEGERTOWN HERITAGE SOCIETY
320 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYFLAT MAP FILE PROJECT$1,800
SAEGERTOWN WOMEN'S IMPROVEMENT CLUB
C/O MARILYN DAVIS 17473 ST HWY 86SAEGERTOWNPA16433PUBLIC CHARITY16TH ANNUAL GOLF OUTING$100
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433PUBLIC CHARITYSPRING BEAUTIFICATION PROJECT$32,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,545TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,238ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,233ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,471ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,471TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHALMER AND EVELYN JORDANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11911 NEW POINT COMFORT RDAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP342234818ZIPCd
FieldValueIRS element (for citing)
Total Contributions$65,776TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,033Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,033DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING UNDISTRIBUTED INCOME FROM:TAX YEAR 2008: $18,361TAX YEAR 2009: $ 4,586TAX YEAR 2011: $ 2,431ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$965,852EOYBookValueAmt
EOYFMV$1,044,030EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAXESDesc
Amt$4,817Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$8,588$8,588$0
OFFICE SUPPLIES$8$0$8

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$197Amt
Net Investment Income$197NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.