HAROLD M SKEETS HERITAGE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD M SKEETS HERITAGE FOUNDATION INC (EIN 75-3142155)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-02
- IRS object ID
- 201231239349100648
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-02T08:43:34-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E HOWE & CO CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CHESLEY DR | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 190631754 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753142155 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD M SKEETS HERITAGE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO HAROLD R HERITAGE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARO | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1 |
| City | THOROFARE | City |
| State | NJ | State |
| ZIP Code | 08086 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAROLD R HERITAGE SR | Name |
| Title | Vice Pres, SECY | Title |
| Date Signed | 2012-05-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Herbert I Berkowitz | Name |
| Phone | 6105216556 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 33030 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 400 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 169 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 169 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 169 | InterestOnSavingsAdjNetIncm |
| Total Revenue And Expenses | 569 | TotalRevenueAndExpenses |
| Total Net Investment Income | 169 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 169 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 550 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 28 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 578 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2178 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1609 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 169 | NetInvestmentIncome |
| Adjusted Net Income | 169 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 34639 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 33030 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 33030 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 34639 | TotalAssetsBOY |
| Total Assets EOY | 33030 | TotalAssetsEOY |
| Total Assets EOYFMV | 33030 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 34639 | UnrestrictedBOY |
| Unrestricted EOY | 33030 | UnrestrictedEOY |
| Total Net Assets BOY | 34639 | TotalNetAssetsBOY |
| Total Net Assets EOY | 33030 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 34639 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 33030 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 34639 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1609 | ExcessOfRevenueOverExpenses |
| Subtotal | 33030 | Subtotal |
| Total Net Assets Fund Balances EOY | 33030 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1997 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 35220 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05670 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1992 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 37697 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05284 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4483 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 42047 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.10662 | DistributionRatioYear3 |
| Noncharitable Assets Year4 | 44376 | NoncharitableAssetsYear4 |
| Noncharitable Assets Year5 | 38554 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.21616 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04323 | AverageDistributionRatio |
| Net Noncharitable Assets | 33326 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1441 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1443 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2 | InvestmentIncomeExciseTax |
| Subtotal | 2 | Subtotal |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Tax Due | 2 | TaxDue |
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 |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | 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 |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD R HERITAGE | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1 |
| City | THOROFARE | City |
| State | NJ | State |
| ZIP Code | 08086 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| HAROLD R HERITAGE SR | ||||||
| 158 W WOLFERT STATION ROAD | MICKLETON | NJ | 08056 | Vice Pres, SECY | 0.00 | 0 |
| JOHN R HERITAGE SR | ||||||
| 446 WESTWOOD DRIVE | WOODBURY | NJ | 08096 | Pres., TREAS. | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 33818 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 33834 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 33834 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 508 | CashDeemedCharitable |
| Net Noncharitable Assets | 33326 | NetNoncharitableAssets |
| Minimum Investment Return | 1666 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1666 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Total Tax | 2 | TotalTax |
| Distributable Amount Before Adj | 1664 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1664 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1664 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1600 | ExpensesAndContributions |
| Qualifying Distributions | 1600 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1598 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1664 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1588 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1600 | QualifyingDistributions |
| Applied To Year1 | 1588 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12 | AppliedToCurrentYear |
| Undistributed Income CY | 1652 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | HMH FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1 |
| City | THOROFARE | City |
| State | NJ | State |
| ZIP Code | 08086 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8568452855 | RecipientPhoneNumber |
| Form And Info And Materials | TWO PAGE SCHOLARSHIP APPLICATION FORM (INCLUDING LETTER OF RECOMMENDATION, 250 WORD ESSAY, CURRENT & COMPLETE TRANSCRIPT OF GRADES AND A COPY OF LAST SEMESTERS TUITION PAYMENT) | FormAndInfoAndMaterials |
| Submission Deadlines | DECEMBER 15 TO BE AWARDED BY JANUARY 15 NEXT YEAR | SubmissionDeadlines |
| Restrictions On Awards | EMPLOYEE OF HERITAGES DAIRY STORES INC FOR ONE YEAR, WORKED OVER 500 HOURS DURING THE PREVIOUS YEAR AND A CURRENT EMPLOYEE. SEE ENCLOSED EMPLOYEE NOTICE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | BRETT MURPHY | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 CENTRAL AVENUE | AddressLine1 |
| City | RUNNEMEDE | City |
| State | NJ | State |
| ZIP Code | 08078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | N/A | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | SCHOLARSHIP | PurposeOfGrantOrContribution |
| Amount | $1,600 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1600 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $169 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 169 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $550 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| NJ ANNUAL REPORT | $25 |
| IRS 990PF EXCISE TAX | $3 |