PHILIPPIAN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHILIPPIAN FOUNDATION INC (EIN 23-6296979)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-07-18
- IRS object ID
- 201331999349100703
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-18T09:11:13-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231130381 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRADLEY RONON STEVENS & YOUNG | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 ONE COMMERCE SQUARE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191037098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236296979 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIPPIAN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIL | NameControl |
| Phone | 2156288539 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 TWIN SILO DRIVE | AddressLine1 |
| City | BLUE BELL | City |
| State | PA | State |
| ZIP Code | 19422 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP J BAUR JR | Name |
| Title | PRESIDENT | Title |
| Phone | 2156288539 | Phone |
| Date Signed | 2013-07-18 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN G ANDERSON | Name |
| PTIN | P00100485 | PTIN |
| Phone | 2155648000 | 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 | 89216 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2702 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2702 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4637 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 34637 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4637 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7339 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7339 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3516 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 3516 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 350 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 225 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3866 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3641 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 225 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25566 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3641 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 21925 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18227 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3698 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 26545 | CashBOY |
| Cash EOY | 35654 | CashEOY |
| Cash EOYFMV | 35654 | CashEOYFMV |
| Investments Corp Stock BOY | 17451 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 17451 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 30000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 52429 | InvestmentsOtherBOY |
| Investments Other EOY | 53562 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 53562 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 126425 | TotalAssetsBOY |
| Total Assets EOY | 106667 | TotalAssetsEOY |
| Total Assets EOYFMV | 89216 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 181987 | CapitalStockBOY |
| Capital Stock EOY | 181987 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -55562 | RetainedEarningsBOY |
| Retained Earnings EOY | -75320 | RetainedEarningsEOY |
| Total Net Assets BOY | 126425 | TotalNetAssetsBOY |
| Total Net Assets EOY | 106667 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 126425 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 106667 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 126425 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18227 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 108198 | Subtotal |
| Other Decreases | 1531 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 106667 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| 30M FORD MOTOR CO DEB 6.625% DUE 02/15/28 | P | 2011-02-03 | 2013-01-29 | 34404 | 30000 | 4404 | 4404 |
| CAPITAL GAINS DIVIDENDS | P | 233 | 233 | 233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4637 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14061 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 112152 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.125374 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6570 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 139075 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047241 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6255 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 141952 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044064 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7274 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 108669 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.066937 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8666 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 173067 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050073 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.333689 | TotalDistributionRatio |
| Average Distribution Ratio | 0.066738 | AverageDistributionRatio |
| Net Noncharitable Assets | 99858 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6664 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 37 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6701 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 21925 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 37 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 37 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 87 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 87 | TotalCreditsAndPayments |
| Overpayment | 50 | Overpayment |
| Amount Credited To Next Year | 50 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PHILIP J BAUR JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2156999624 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 TWIN SILO DRIVE | AddressLine1 |
| City | BLUE BELL | City |
| State | PA | State |
| ZIP Code | 19422 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP J BAUR JR | ||||||||
| 509 TWIN SILO DR | BLUE BELL | PA | 19422 | PRES/TRUSTEE | 2.00 | 0 | 0 | 0 |
| BARBARA BAUR | ||||||||
| 509 TWIN SILO DR | BLUE BELL | PA | 19422 | VP/TRUSTEE | 0.00 | 0 | 0 | 0 |
| CARROLL CRAGER | ||||||||
| 127 CARROUSEL CIRCLE | NEW BRITIAN | PA | 18901 | TREASURER | 1.00 | 0 | 0 | 0 |
| EDWIN R BOYNTON | ||||||||
| 30 VALLEY STREAM PARKWAY | MALVERN | PA | 19355 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 79537 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 21842 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 101379 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 101379 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1521 | CashDeemedCharitable |
| Net Noncharitable Assets | 99858 | NetNoncharitableAssets |
| Minimum Investment Return | 4993 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4993 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Total Tax | 37 | TotalTax |
| Distributable Amount Before Adj | 4956 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4956 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4956 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 21925 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 21925 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 37 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 21888 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4956 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 2419 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2419 | TotalExcessDistriCarryover |
| Qualifying Distributions | 21925 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4956 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16969 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19388 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19388 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 2419 | ExcessFromYear1 |
| Excess From Current Year | 16969 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP J BAUR JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHELTEN BAPTIST CHURCH | |||||||
| 1601 LIMEKILIN PIKE | DRESHER | PA | 19025 | NONE | PUBLIC CHARITY | GENERAL USE | $19,200 |
| SEND NORTH | |||||||
| PO BOX 369 | GLENNALLEN | AK | 99588 | NONE | PUBLIC CHARITY | GENERAL USE | $500 |
| MISSION DOOR | |||||||
| 2530 WASHINGTON STREET | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL USE | $500 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 520 ROYAL PALM BLVD | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL USE | $500 |
| GATEWAY GLOBAL OUTREACH | |||||||
| PO BOX 591 | WEST CHESTER | OH | 450710591 | NONE | PUBLIC CHARITY | GENERAL USE | $500 |
| UNITED WORLD MISSION | |||||||
| PO BOX 602002 | CHARLOTTE | NC | 282602002 | NONE | PUBLIC CHARITY | GENERAL USE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,702 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,637 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,339 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7339 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 30M FORD MOTOR CO DEB B/E 6.625% DUE 02/15/28 | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 161SHS IMAGE SYSTEMS | 15000 | 0 |
| 2SHS NEW VALLEY CORP | 2451 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD GNMA FUND | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 53562 | BookValue |
| EOYFMV | 53562 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STRADLEY RONON STEVENS & YOUNG | Category |
| Amount | $3,516 | Amount |
| Net Investment Income | 3516 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TO ADJUST OVERSTATED R/E BEGINNING BALANCE | Description |
| Amount | $1,531 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WILMINGTON TRUST | 200 | 0 | 200 |
| DELAWARE SECRETARY OF STATE | 25 | 0 | 25 |
| INVESTMENT FEES | 125 | 125 | 0 |
Comments