HUMMINGBIRD FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HUMMINGBIRD FOUNDATION INC (EIN 59-3797192)
- Tax period
- 2012-03-01 to 2013-02-28
- Filed
- 2013-09-13
- IRS object ID
- 201322569349100607
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-13T12:30:54-05:00 | Timestamp |
| Tax Period End Date | 2013-02-28 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVE SO STE 600 | AddressLine1 |
| City | ISELIN | City |
| State | NJ | State |
| ZIP Code | 088302700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593797192 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hummingbird Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID AND JANE HUMMEL | InCareOfName |
| Name Control | HUMM | NameControl |
| Phone | 8564241123 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o David R Hummel 120 Partree Ro | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Cherry Hill | City |
| State | NJ | State |
| ZIP Code | 08003 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID HUMMEL | Name |
| Title | PRESIDENT | Title |
| Phone | 8564241123 | Phone |
| Date Signed | 2013-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY J FAUGNO CPA | Name |
| Phone | 7322437000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10386441 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 588544 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 227228 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 227228 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 227228 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1293305 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1922857 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1293305 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 78110 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 2109077 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1520533 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 305338 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 16750 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 2970 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8847 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6160 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 9990 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18061 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 18061 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 44717 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18061 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 18061 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 460000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 460000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 504717 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18061 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 18061 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 460000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1604360 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1502472 | NetInvestmentIncome |
| Adjusted Net Income | 287277 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1298933 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1437364 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1437364 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 6078500 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7544429 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8949077 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 7377433 | TotalAssetsBOY |
| Total Assets EOY | 8981793 | TotalAssetsEOY |
| Total Assets EOYFMV | 10386441 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 7377433 | RetainedEarningsBOY |
| Retained Earnings EOY | 8981793 | RetainedEarningsEOY |
| Total Net Assets BOY | 7377433 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8981793 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7377433 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8981793 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7377433 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1604360 | ExcessOfRevenueOverExpenses |
| Subtotal | 8981793 | Subtotal |
| Total Net Assets Fund Balances EOY | 8981793 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 10 VICTREX SHARES | D | 2006-12-21 | 2012-12-21 | 262 | 158 | 104 | 104 |
| 49,990 VICTREX SHARES | D | 2008-12-19 | 2012-12-21 | 1310083 | 341932 | 968151 | 968151 |
| JP MORGAN #32453-L/T COMMON STOCK | P | 268276 | 231925 | 36351 | 36351 | ||
| JP MORGAN #32453-S/T COMMON STOCK | P | 70906 | 61298 | 9608 | 9608 | ||
| JP MORGAN #32454-BONDS | 273330 | 270648 | 2682 | 2682 | |||
| JP MORGAN #36949-S/T STOCK | P | 583740 | 515238 | 68502 | 68502 | ||
| JP MORGAN #36949-L/T STOCK | P | 1771690 | 1563783 | 207907 | 207907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1293305 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 78110 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 361134 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8236643 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043845 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 225200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6795291 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033141 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 242403 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3993525 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060699 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 192115 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3285164 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05848 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 130196 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3844044 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03387 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.230035 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046007 | AverageDistributionRatio |
| Net Noncharitable Assets | 9515593 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 437784 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 15025 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 452809 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 460000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 15025 | InvestmentIncomeExciseTax |
| Subtotal | 15025 | Subtotal |
| Tax Based On Investment Income | 15025 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 15000 | TaxPaidWithExtension |
| Total Credits And Payments | 21000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Overpayment | 5970 | Overpayment |
| Amount Credited To Next Year | 5970 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND JANE HUMMEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8564241123 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 PARTREE ROAD | AddressLine1 |
| City | Cherry Hill | City |
| State | NJ | State |
| ZIP Code | 08003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| David R Hummel | ||||||||
| 120 Partree Road | Cherry Hill | NJ | 08003 | President | 1.0 | 0 | 0 | 0 |
| Jane Hummel | ||||||||
| 120 Partree Road | Cherry Hill | NJ | 08003 | Vice President | 1.0 | 0 | 0 | 0 |
| Chad Hummel | ||||||||
| 15 Sheridan Square | New York | NY | 10014 | Trustee | 3.0 | 4500 | ||
| John Blasi | ||||||||
| 14 Hillview Terrace | Cherry Hill | NJ | 07901 | Trustee | 3.0 | 5000 | ||
| Richard Vestal | ||||||||
| PO Box 209 | Penns Park | PA | 18943 | Trustee | 3.0 | 5000 | ||
| Todd Hummel | ||||||||
| 120 PARTREE ROAD | CHERRY HILL | NJ | 08003 | Trustee | 3.0 | 2250 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8012925 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1647576 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9660501 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9660501 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 144908 | CashDeemedCharitable |
| Net Noncharitable Assets | 9515593 | NetNoncharitableAssets |
| Minimum Investment Return | 475780 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 475780 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15025 | TaxBasedOnInvestmentIncome |
| Total Tax | 15025 | TotalTax |
| Distributable Amount Before Adj | 460755 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 460755 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 460755 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 460000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 460000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 15025 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 444975 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 460755 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 243043 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 460000 | QualifyingDistributions |
| Applied To Year1 | 243043 | AppliedToYear1 |
| Applied To Current Year | 216957 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 243798 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND JANE HUMMEL | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ARTHRITIS FOUNDATION | ||||||||
| 555 ROUTE 1 SOUTH SUITE 320 | ISELIN | NJ | 08830 | NONE | CHARITY | TO HELP SUPPORT ARTHRITIS RESEARCH | $65,500 | |
| CATHEDRAL KITCHEN | ||||||||
| 1514 MARKET STREET | CAMDEN | NJ | 08105 | NONE | CHARITY | TO PROVIDE MEALS TO THE POOR AND HUNGRY. | $87,500 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | ||||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 07205 | NONE | CHARITY | FOR ASSISTANCE TO INDIGENT FAMILIES | $106,000 | |
| Philadelphia Mural Arts Program | ||||||||
| 1729 Mount Vernon Street | Philadelphia | PA | 19130 | NONE | CHARITY | To Support Arts Program. | $81,000 | |
| Alzheimers Associations | ||||||||
| 399 Market Street | Philadelphia | PA | 19106 | none | Charity | To help support Alzheimers research. | $25,000 | |
| Hopital Albert Schweitzer Haiti | ||||||||
| PO Box 81046 | Pittsburgh | PA | 15217 | none | Charity | To support impoverished people in Haiti. | $50,000 | |
| National Military Family Association | ||||||||
| 2500 North Van Dorn Street | Alexandria | VA | 223021601 | None | Charity | To support military families. | $35,000 | Suite 102 |
| Operation Gratitude | ||||||||
| 16444 Refugio Road | Encino | CA | 91436 | none | Charity | To improve morale amongst U.S. Service Members deployed in hostile regions, their children left behind, Veterans, and others. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 460000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $227,228 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,293,305 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,520,533 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1520533 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | David and Jane Hummel | 120 Partree Road | Cherry Hill | NJ | 08003 | 15000 | X | |
| 2 | David and Jane Hummel | 120 Partree Road | Cherry Hill | NJ | 08003 | 573544 | X | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | Victrex Stock 28,722 shares | NoncashPropertyDescription |
| Fair Market Value | 573544 | FairMarketValue |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,847 | Amount |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | The foundation does not engage in fundraising and does not pay for any fundraising activities on its behalf. The founders of the foundation David and Jane Hummel, fund the foundation periodically as the need arises to enable the foundation to make grants to public charities. Unless and until the foundation would obtain more than $10,000 per year from the general public, it is unecessary for the foundation to annually re-register and pay the registration fee to the state of New Jersey since it is not required. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JP MORGAN 32453 | 1629904 | 1762117 |
| JP MORGAN 32454 | 0 | 0 |
| JP MORGAN 36949 | 0 | 0 |
| JP MORGAN 39361 | 3078196 | 4276900 |
| CHARLES SCHWAB 8095 | 2836329 | 2910060 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,970 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INSURANCE | 2270 | ||
| INVESTMENT FEES | 18061 | 18061 | 18061 |
| REGISTRATION FEES | 85 | ||
| MISCELLANEOUS | -426 | ||
| PRIOR YEAR GRANT REFUNDED | -10000 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $6,160 | Amount |
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