SWEDENBORG FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SWEDENBORG FOUNDATION INC (EIN 13-1362850)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349301634
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T08:03:30-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232309118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART DEVINE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131362850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEDENBORG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWED | BusinessNameControlTxt |
| Phone | 8003553222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH CHURCH STREET | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HORIGAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8003553222 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G KEEBLER | PreparerPersonNm |
| PTIN | P00029800 | PTIN |
| Phone | 2676707300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD B HATHEWAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH CHURCH STREET | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,425,200 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SWEDENBORG.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1849 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $851,711 | PYContributionsGrantsAmt |
| CY Contributions Grants | $254,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,193,370 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,790,148 | CYInvestmentIncomeAmt |
| PY Other Revenue | $729,317 | PYOtherRevenueAmt |
| CY Other Revenue | -$91,814 | CYOtherRevenueAmt |
| PY Total Revenue | $2,774,398 | PYTotalRevenueAmt |
| CY Total Revenue | $5,953,149 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $594,752 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $665,549 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $100,115 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $362,029 | PYOtherExpensesAmt |
| CY Other Expenses | $870,937 | CYOtherExpensesAmt |
| PY Total Expenses | $956,781 | PYTotalExpensesAmt |
| CY Total Expenses | $1,536,486 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,817,617 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,416,663 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,608,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,351,408 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,586 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,241 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,580,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,332,167 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $701,539 | ExpenseAmt |
| Desc | PUBLICATION AND DISTRIBUTION OF THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $289,912 | ExpenseAmt |
| Desc | ONLINE PROGRAMMING OF EMANUEL SWEDENBORG'S WORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,801 | ExpenseAmt |
| Desc | MARKETING AND PROMOTION OF EMANUEL SWEDENBORG'S WORKS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,037,252 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEDENBORG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003553222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH CHURCH ST | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR RICHARD HATHEWAY | ||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY CONANT | ||||||
| VICE PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETE TOOT | ||||||
| SECRETARY | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES P HORIGAN | ||||||
| TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN FEIL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| REV DR JAMES F LAWRENCE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| REV DR JONATHAN S ROSE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $111,475 | $0 | $0 | |
| DR LEWIS SHAW | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR STUART SHOTWELL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $78,712 | $0 | $0 | |
| DR SYLVIA SHAW | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| REV JEREMY SIMONS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SMOLEY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $5,500 | $0 | $0 | |
| KATHY TAFEL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA WELDON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR JANE WILLIAMS-HOGAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $195,687 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $9,355 | MembershipDuesAmt |
| All Other Contributions | $245,460 | AllOtherContributionsAmt |
| Total Contributions | $254,815 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,131 | TotalRevenueColumnAmt |
| Exclusion | $271,131 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,638,924 | SecuritiesAmt |
| Other | $207,798 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,137,176 | SecuritiesAmt |
| Other | $190,529 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,501,748 | SecuritiesAmt |
| Other | $17,269 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,519,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,519,017 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $52,532 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $144,346 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$91,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$91,814 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,953,149 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,427,203 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $271,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,489 | TotalAmt |
| Program Services | $371,963 | ProgramServicesAmt |
| Management And General | $96,439 | ManagementAndGeneralAmt |
| Fundraising | $50,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,941 | TotalAmt |
| Program Services | $20,045 | ProgramServicesAmt |
| Management And General | $5,197 | ManagementAndGeneralAmt |
| Fundraising | $2,699 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,329 | TotalAmt |
| Program Services | $49,737 | ProgramServicesAmt |
| Management And General | $12,895 | ManagementAndGeneralAmt |
| Fundraising | $6,697 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,790 | TotalAmt |
| Program Services | $35,719 | ProgramServicesAmt |
| Management And General | $9,261 | ManagementAndGeneralAmt |
| Fundraising | $4,810 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,762 | TotalAmt |
| Management And General | $3,762 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,884 | TotalAmt |
| Management And General | $35,884 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,141 | TotalAmt |
| Management And General | $69,141 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,045 | TotalAmt |
| Program Services | $394,171 | ProgramServicesAmt |
| Management And General | $42,874 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,881 | TotalAmt |
| Program Services | $109,399 | ProgramServicesAmt |
| Management And General | $16,482 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,626 | TotalAmt |
| Program Services | $4,675 | ProgramServicesAmt |
| Management And General | $27,951 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,577 | TotalAmt |
| Program Services | $14,364 | ProgramServicesAmt |
| Management And General | $21,213 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,367 | TotalAmt |
| Management And General | $30,367 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,463 | TotalAmt |
| Program Services | $71 | ProgramServicesAmt |
| Management And General | $25,392 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MEMBERSHIP DEVELOPMENT | $70,975 | $35,153 | $35,822 | |
| MISCELLANEOUS | $4,216 | $1,955 | $0 | $2,261 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,536,486 | TotalAmt |
| Program Services | $1,037,252 | ProgramServicesAmt |
| Management And General | $399,119 | ManagementAndGeneralAmt |
| Fundraising | $100,115 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,972 | BOYAmt |
| EOY | $178,228 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,500 | BOYAmt |
| EOY | $4,620 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,690 | BOYAmt |
| EOY | $17,761 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,922 | BOYAmt |
| EOY | $119,189 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,040 | BOYAmt |
| EOY | $49,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $687,553 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $206,614 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,777 | BOYAmt |
| EOY | $480,939 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,172,875 | BOYAmt |
| EOY | $15,766,960 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,046 | BOYAmt |
| EOY | $1,734,332 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,608,822 | BOYAmt |
| EOY | $18,351,408 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,586 | BOYAmt |
| EOY | $19,241 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,586 | BOYAmt |
| EOY | $19,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,738,767 | BOYAmt |
| EOY | $17,803,535 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$280,920 | BOYAmt |
| EOY | $272,632 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,389 | BOYAmt |
| EOY | $256,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,580,236 | BOYAmt |
| EOY | $18,332,167 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,608,822 | BOYAmt |
| EOY | $18,351,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,416,663 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,492,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$172,181 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,185,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,029,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $261,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $952,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,695 | CurrentTaxYearAmt |
| Total | $3,689,365 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,185,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,029,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $261,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $952,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,695 | CurrentTaxYearAmt |
| Total | $3,689,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,410,362 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,279,003 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $281,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $276,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $310,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $271,131 | CurrentTaxYearAmt |
| Total | $1,373,017 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $963 | CurrentTaxYearMinus1YearAmt |
| Total | $3,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,066,282 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $402,176 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.25250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25380 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE FOUNDATION GENERALLY RECEIVES DONATIONS AND MEMBER DUES FROM THE GENERAL PUBLIC AND MEMBERS. NORMALLY A LARGE NUMBER OF SMALLER DONATIONS ARE RECEIVED FROM THE GENERAL PUBLIC AND FROM MEMBERS BASED UPON SEVERAL FUND RAISING APPEALS DURING THE YEAR. FOR MANY YEARS THE FOUNDATION HAS CONSISTENTLY ATTRACTED A VARIETY OF DONATIONS FROM ITS RESTRICTED AND UNRESTRICTED ACTIVITIES AND PROGRAMS. IN 2010 AND 2013 THE FOUNDATION RECEIVED ONE-TIME LARGE BEQUESTS FROM TWO DISTINCT DONORS. IN ADDITION, THE FOUNDATION RELIES ON REVENUES FROM ITS INVESTMENTS AND PUBLICATION SALES. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $474,701 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,463 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $508,164 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $423,668 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $51,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500 | OtherExpendituresAmt |
| End Year Balance | $474,709 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $400,431 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,237 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $423,668 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.49620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,523 | OtherCostOrOtherBasisAmt |
| Book Value | $128,523 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $468,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $141,135 | DepreciationAmt |
| Book Value | $326,958 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,686 | DepreciationAmt |
| Book Value | $12,604 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,793 | DepreciationAmt |
| Book Value | $12,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $480,939 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE INVESTMENT TRUSTS | Desc |
| Book Value | $1,734,332 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,734,332 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,434,366 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,492,551 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$101,437 | OtherRevenueAmt |
| Revenue Not Reported | -$4,593,988 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,028,354 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $69,141 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$144,346 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$75,205 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,953,149 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,510,254 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $144,346 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $144,346 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,365,908 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $69,141 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $101,437 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $170,578 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,536,486 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION CLARIFIES THE ACCOUNTING AND REPORTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS, TAKEN OR EXPECTED TO BE TAKEN IN FILINGS WITH TAXING JURISDICTIONS, USING MINIMUM RECOGNITION AND MEASUREMENT THRESHOLDS. MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL, STATE AND LOCAL JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. SHOULD SETTLEMENT OF AN EXAMINATION, OR OTHER EVENT, RESULT IN A CHANGE IN MANAGEMENT'S EVALUATION OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN FILINGS THAT HAVE NOT BEEN CLOSED BY STATUTE OR EXAMINATION, ANY TAX, INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFIT, AS A RESULT OF THE UNCERTAIN TAX POSITION, WOULD BE REPORTED IN THE PROVISION FOR INCOME TAXES, INTEREST EXPENSE, AND OPERATING EXPENSES, RESPECTIVELY. MANAGEMENT BELIEVES THE FOUNDATION HAS NO RELATED TAX EXPOSURE AS OF DECEMBER 31, 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES REPORTED ON FINANCIAL STATEMENTS |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOK DISTRIBUTION COSTS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOK DISTRIBUTION COSTS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF SALES REPORTED ON FINANCIAL STATEMENTS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT, TREASURER, AND ACCOUNTING AND MANAGEMENT PERSONNEL REVIEW FORM 990. EACH BOARD MEMBER RECEIVES A COPY. THE FORM IS MADE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION HEADQUARTERS TO ALL PARTIES OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DECISIONS ARE REVIEWED AND APPROVED BY AN AUTHORIZED COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FINANCIAL STATEMENTS, TAX RETURNS AND POLICIES ARE AVAILABLE FOR PHYSICAL INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL ANNUAL FINANCIAL STATEMENTS, FORM 990 AND STATE FILED CHARITIES REPORTS AND DOCUMENTS ARE MADE AVAILABLE TO PARTIES OF INTEREST AT THE ANNUAL MEETING AND UPON REQUEST DURING THE YEAR. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICE FEES: PROGRAM SERVICE EXPENSES 3,322. MANAGEMENT AND GENERAL EXPENSES 42,874. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,196. CREATIVE CONSULTANTS: PROGRAM SERVICE EXPENSES 390,849. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 390,849. |
| FORM 990, PART XI, LINE 9: | INVENTORY RESTATEMENT -172,181. |
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