D B ANDERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- D B ANDERSON CHARITABLE FOUNDATION (EIN 27-0784157)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349101376
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T10:56:55-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411384792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROEHLING ANDERSON LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SHELARD PARKWAY - SUITE 400 | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270784157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DB ANDERSON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DBAN | BusinessNameControlTxt |
| Phone | 9524840899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MARTICVILLE ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH CARRINGTON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9524840899 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN WAGNER CPA | PreparerPersonNm |
| PTIN | P00017555 | PTIN |
| Phone | 9529793100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $648,076 | 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 | $181,001 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,261 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $206,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,072 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $189,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,856 | CashBOYAmt |
| Cash EOY | $46,770 | CashEOYAmt |
| Cash EOYFMV | $46,770 | CashEOYFMVAmt |
| Corporate Stock BOY | $271,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $511,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $511,385 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,923 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $89,921 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $89,921 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $77,710 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $452,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $648,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $648,076 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $452,347 | RetainedEarningBOYAmt |
| Retained Earning EOY | $648,076 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $452,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $648,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $452,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $648,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $452,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $189,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,565 | OtherIncreasesAmt |
| Subtotal | $648,076 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $648,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $17,261 | GrossSalesPriceAmt |
| Gain Or Loss | $17,261 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,261 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,261 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $278,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $216,490 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.173218 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $127,980 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,754 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,687 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.394104 | DistributionYr5Rt |
| Total Distribution | 0.824512 | TotalDistributionRt |
| Average Distribution | 0.164902 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $504,522 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,197 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,584 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $491 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETH CARRINGTON | IndividualWithBooksNm |
| Phone | 9524840899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MARTICVILLE ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID B ANDERSON | ||||||||
| 16570 NE HIGHWAY 27A | WILLISTON | FL | 32696 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN CARRINGTON | ||||||||
| 1920 CR 6 | ORONO | MN | 55356 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH CARRINGTON | ||||||||
| 1920 CR 6 | ORONO | MN | 55356 | DIRECTOR | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $481,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $512,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $512,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $504,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $491 | TotalTaxAmt |
| Distributable Before Adj | $24,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,735 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,584 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,584 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,519 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,151 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,151 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,631 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,631 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,130 | ExcessFromYear4Amt |
| Excess From Year3 | $2,257 | ExcessFromYear3Amt |
| Excess From Year2 | $29,163 | ExcessFromYear2Amt |
| Excess From Year1 | $7,081 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JERUSALEM EDUCATION FUND INC | |||||||
| 45 EAST CITY LINE AVENUE PMP 352 | BALA CYNWYD | PA | 19004 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $5,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| UNIVERSITY PARK | STATE COLLEGE | PA | 16801 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $2,000 |
| TEMPLE UNIVERSITY | |||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $2,000 |
| MINNEAPOLIS COMMUNITY AND TECHNICAL COLLEGE | |||||||
| 1501 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $1,084 |
| PLYMOUTH COVENANT CHURCH | |||||||
| 4300 VICKSBURG LANE N | PLYMOUTH | MN | 55446 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $2,000 |
| BETHEL UNIVERSITY | |||||||
| 3900 BETHEL DRIVE | ST PAUL | MN | 55112 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $500 |
| KAKENYA CENTER FOR EXCELLENCE | |||||||
| 2100 PENNSYLVANIA AVE NW SUITE 525 | WASHINGTON DC | MD | 22037 | NOT RELATED | PUBLIC CHARITY - EDU | EDUCATIONAL - GENERAL TAX EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,584 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,072 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID B ANDERSON | |||||||
| 1 | 16570 NE HIGHWAY 27A | WILLISTON | FL | 32696 | $100,000 | Yes (X) | |
| TOWER ADMINISTRATIVE SERVICES INC | |||||||
| 2 | 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 | $11,000 | Yes (X) | |
| ALLEN WOLFERS | |||||||
| 3 | 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 | $35,000 | Yes (X) | |
| ELIZABETH BARRETT | |||||||
| 4 | 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 | $28,000 | Yes (X) | |
| LOGAN DITZLER | |||||||
| 5 | 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 | $7,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 323 SHARES OF TOWER INSURANCE SERVICES, INC. | NoncashPropertyDesc |
| Fair Market Value | $100,000 | FairMarketValueAmt |
| Received | 2014-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $1,025 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY BOND FUNDS AT END OF YEAR MARKET VALUE | BondNm |
| EOY Book Value | $89,921 | EOYBookValueAmt |
| EOYFMV | $89,921 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY STOCK FUNDS AT END OF YEAR MARKET VALUE | StockNm |
| EOY Book Value | $511,385 | EOYBookValueAmt |
| EOYFMV | $511,385 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE - STOCK SALE | Desc |
| BOY Book Value | $77,710 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRATION FEES | $15 | $0 | $0 |
| LOGO DESIGN SERVICES | $698 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $6,565 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DAVID B ANDERSON | |||
| 16570 NE HWY 27A | WILLISTON | FL | 32696 |
| ALLEN WOLFERS | |||
| 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 |
| ELIZABETH BARRETT | |||
| 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 |
| LOGAN DITZLER | |||
| 8 MARTICVILLE ROAD | LANCASTER | PA | 17603 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990 PF | $1,548 | $0 | $0 |
| FOREGIN TAXES | $39 | $39 | $0 |
Comments