ENDOWMENT FOUNDATION OF THE JEWISH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ENDOWMENT FOUNDATION OF THE JEWISH (EIN 22-2454899)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-30
- IRS object ID
- 201510309349301016
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-30T10:01:08-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221758785 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS MERKER & CO LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 RIVERVIEW DRIVE - 3RD FL | AddressLine1 |
| City | TOTOWA | City |
| State | NJ | State |
| ZIP Code | 07512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222454899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDOWMENT FOUNDATION OF THE JEWISH | BusinessNameLine1 |
| Business Name Line2 | FED OF GRT CLIFTON PASSAIC INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDO | BusinessNameControlTxt |
| Phone | 9737777031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 ALLWOOD ROAD SUITE 2 | AddressLine1 |
| City | CLIFTON | City |
| State | NJ | State |
| ZIP Code | 070121942 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY FREEDMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9737777031 | PhoneNum |
| Signature | 2014-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN S MERKER | PreparerPersonNm |
| PTIN | P00038667 | PTIN |
| Phone | 8627574300 | PhoneNum |
| Preparation | 2014-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY FREEDMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 ALLWOOD ROAD SUITE 2 | AddressLine1 |
| City | CLIFTON | City |
| State | NJ | State |
| ZIP Code | 070121942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,221 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE ENDOWMENT FOUNDATION EXEMPT PURPOSE IS TO PROVIDE GRANTS TO 501(C)3 ORGANIZATIONS FOR THE BENEFIT OF THE GENERAL PUBLIC EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, AS DESIGNED BY THE DONOR AND APPROVED BY THE BOARD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $170 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,621 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,973 | PYOtherRevenueAmt |
| CY Other Revenue | $7,401 | CYOtherRevenueAmt |
| PY Total Revenue | $27,317 | PYTotalRevenueAmt |
| CY Total Revenue | $26,022 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,986 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,996 | PYOtherExpensesAmt |
| CY Other Expenses | $10,747 | CYOtherExpensesAmt |
| PY Total Expenses | $88,982 | PYTotalExpensesAmt |
| CY Total Expenses | $18,247 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$61,665 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,775 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $602,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $654,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,641 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $599,292 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $649,359 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ENDOWMENT FOUNDATION EXEMPT PURPOSE IS TO PROVIDE GRANTS TO 501(C)3 ORGANIZATIONS FOR THE BENEFIT OF THE GENERAL PUBLIC EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, AS DESIGNED BY THE DONOR AND APPROVED BY THE BOARD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,725 | ExpenseAmt |
| Grant | $7,500 | GrantAmt |
| Desc | THE ENDOWMENT FOUNDATION MANAGES THE ADMINISTRATION OF DONOR ADVISED FUNDS AND OTHER ACCOUNTS, WORKING CLOSELY WITH DONORS AND THEIR FAMILIES IN AIDING THEM TO ACHIEVE THEIR PHILANTHROPIC GOALS. THE GRANTS ARE MADE EXCLUSIVELY TO LOCAL, REGIONAL, STATE, AND NATIONAL REGISTERED 501(C)3 CHARITABLE ORGANIZATIONS. THERE ARE CURRENTLY 24 FUNDS THAT DISTRIBUTED A TOTAL OF 7,500 TO SIX CHARITIES. | Desc |
| Total Program Service Expenses | $17,725 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY FREEDMAN EXEC DIRECTOR | PersonNm |
| Phone | 9737777031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 ALLWOOD ROAD SUITE 2 | AddressLine1 |
| City | CLIFTON | City |
| State | NJ | State |
| ZIP Code | 070121942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LOUIS B CHAPMAN | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| HERBERT KLEIN | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MARK S LEVENSON | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MORRIS YAMNER | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| NORMAN PICKELNY | ||||||
| PRESIDENT | 0.20 | $0 | $0 | $0 | Yes (X) | |
| GORDON BRAVERMAN | ||||||
| VICE PRES | 0.20 | $0 | $0 | $0 | Yes (X) | |
| NANCY FREEDMAN | ||||||
| EXEC DIR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,614 | TotalRevenueColumnAmt |
| Exclusion | $9,614 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,876 | SecuritiesAmt |
| Other | $330 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,199 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,677 | SecuritiesAmt |
| Other | $330 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,007 | TotalRevenueColumnAmt |
| Exclusion | $9,007 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST INCOME | Desc |
| Total Revenue Column | $7,401 | TotalRevenueColumnAmt |
| Exclusion | $7,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,401 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,022 | TotalRevenueColumnAmt |
| Exclusion | $26,022 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $7,500 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Program Services | $4,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,502 | TotalAmt |
| Program Services | $3,502 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINSTRATIVE FEES | $2,470 | $2,223 | $247 |
| STATE FILING FEES | $275 | $275 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,247 | TotalAmt |
| Program Services | $17,725 | ProgramServicesAmt |
| Management And General | $522 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,093 | BOYAmt |
| EOY | $5,786 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,274 | BOYAmt |
| EOY | $404,709 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,425 | BOYAmt |
| EOY | $243,505 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,792 | BOYAmt |
| EOY | $654,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $4,641 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $4,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,104 | BOYAmt |
| EOY | $243,505 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,188 | BOYAmt |
| EOY | $405,854 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,292 | BOYAmt |
| EOY | $649,359 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,792 | BOYAmt |
| EOY | $654,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,775 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,292 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $170 | CurrentTaxYearMinus1YearAmt |
| Total | $34,013 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $170 | CurrentTaxYearMinus1YearAmt |
| Total | $34,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,211 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,802 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,614 | CurrentTaxYearAmt |
| Total | $54,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $88,130 | TotalSupportAmt |
| Public Support CY170 | 0.08850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.10740 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test PY | Yes (X) | TenPctFactsCrcmstncsTestPYInd |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | |
| PART II, LINE 17B | THE ENDOWMENT FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION, WHICH RECEIVES GREATER THAN 10% OF ITS SUPPORT FROM PUBLIC SOURCES, AND THE FOLLOWING FACTS ARE TAKEN INTO CONSIDERATION. 1. THE ENDOWMENT FOUNDATION IS SO ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS (IE. BY MAINTAINING AN ACTIVE BROAD BASE FUND RAISING PROGRAM). 2. THE PERCENTAGE OF PUBLIC SUPPORT IS GREATER THAN 10%. 3. THE BREADTH OF SUPPORT IS FROM NUMEROUS DONORS WHO MAKE CONTRIBUTIONS IN AMOUNTS RANGING FROM 10 TO 500 FROM THE GENERAL PUBLIC WHICH WILL FURTHER THE ENDOWMENT FOUNDATION'S EXEMPT PURPOSE. 4. THE BOARD OF TRUSTEES AND DIRECTORS IS REPRESENTATIVE OF A BROAD BASE OF THE GENERAL PUBLIC WITH VARIOUS COMMUNITY INTEREST AND VIEWS. 5. THE ENDOWMENT FOUNDATION PROVIDES FOR GRANTS TO 501(C)3 ORGANIZATIONS. THOSE ENTITIES BENEFIT THE GENERAL PUBLIC THROUGH CONTRIBUTIONS TO MUSEUMS, LIBRARIES, UNIVERSITIES, HOSPITALS, OLD AGE HOMES, AND NATIONAL COMMUNITY ORGANIZATIONS, WHICH ENABLE THOSE BENEFIT AGENCIES TO PROVIDE SERVICES AND TO MAINTAIN FACILITIES OR AGENCIES OF DIRECY BENEFIT TO THE PUBLIC, WITH NO DIRECT NEED OR INDIRECT BENEFIT OF THE PAYER. 6. BASED UPON THE FACTS AND CIRCUMSTANCES AS OUTLINED ABOVE, THE ENDOWMENT FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION UNDER 170(C)(2). |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 11 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 13 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Vl EOY | $181,953 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $228,542 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $599,292 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $68,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,747 | AdministrativeExpensesAmt |
| End Year Balance | $649,359 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $647,233 | BeginningYearBalanceAmt |
| Contributions | $170 | ContributionsAmt |
| Investment Earnings Or Losses | $40,871 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $79,986 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,996 | AdministrativeExpensesAmt |
| End Year Balance | $599,292 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $720,200 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,909 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,956 | AdministrativeExpensesAmt |
| End Year Balance | $647,233 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $719,645 | BeginningYearBalanceAmt |
| Contributions | $135 | ContributionsAmt |
| Investment Earnings Or Losses | $105,432 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $96,600 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,412 | AdministrativeExpensesAmt |
| End Year Balance | $720,200 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $710,806 | BeginningYearBalanceAmt |
| Contributions | $33,708 | ContributionsAmt |
| Investment Earnings Or Losses | $35,862 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,483 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,248 | AdministrativeExpensesAmt |
| End Year Balance | $719,645 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRIBUTION REC SPLIT INT LIFE INS | $243,505 |
| INVESTMENT FEE RECEIVABLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $243,505 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $68,314 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $42,292 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $42,292 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,022 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $26,022 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,247 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $18,247 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $18,247 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE INTENDED USE OF THE ENDOWMENT FUNDS ARE FOR PROVIDING GRANTS TO 501 (C) 3 ORGANIZATIONS FOR THE BENEFIT FOR THE GENERAL PUBLIC EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FOUNDATION DISTRIBUTION COMMITTEE WILL DISTRIBUTE FUNDS ONLY TO 501(C)TAX EXEMPT ORGANIZATIONS. COPIES OF THE IRS TAX EXEMPT STATUS IS MAINTAINED ON FILE IN THE ENDOWMENT FOUNDATIONS OFFICES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ENDOWMENT FOUNDATION EXEMPT PURPOSE IS TO PROVIDE GRANTS TO 501(C)3 ORGANIZATIONS FOR THE BENEFIT OF THE GENERAL PUBLIC EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, AS DESIGNED BY THE DONOR AND APPROVED BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR MAILED COPIES OF THE FINAL VERSION OF THE FORM 990 TO EACH MEMBER OF THE ORGANIZATION PRIOR TO SUBMISSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ENDOWMENT FOUNDATION ANNUALLY HAS MEMBERS OF THE BD OF DIRECTORS SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE OVERSIGHT PROCESS IS ADMINISTERED BY THE EXECUTIVE DIRECTOR. IN CASE OF CONFLICTS, THESE BOARD MEMBERS ARE ASKED TO RECUSE THEMSELVES FROM PARTICIPATING ON ISSUES THAT CREATE A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. |
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