SEED FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEED FOUNDATION (EIN 27-4194214)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349103465
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:08:41-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196106008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274194214 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEED FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEED | BusinessNameControlTxt |
| Phone | 6102130612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 MAIN ST | AddressLine1Txt |
| City | ELVERSON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD ORLANDO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6102130612 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | ORLANDO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE E KANE CPA | PreparerPersonNm |
| PTIN | P01275157 | PTIN |
| Phone | 6103761595 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,059,592 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $392,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $392,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $609,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,906,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $609,242 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,973 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,990 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,024,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,020,180 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,807 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,641 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,060,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,060,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,185,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,104,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $938,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $426,670 | CashBOYAmt |
| Cash EOY | $358,835 | CashEOYAmt |
| Cash EOYFMV | $358,835 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $159,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,701 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $15,255,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,615,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,615,277 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,779 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,779 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,842,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,059,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,059,592 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,842,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,059,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,842,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,059,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,842,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,059,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,842,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,185 | ExcessRevenueOverExpensesAmt |
| Other Increases | $378,332 | OtherIncreasesAmt |
| Subtotal | $16,059,592 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,059,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITES 41313-2 | $806,842 | $759,449 | $47,393 | $47,393 | |
| PUBLICLY TRADED SECURITES 42489-9 | $460,756 | $298,084 | $162,672 | $162,672 | |
| PUBLICLY TRADED SECURITES 42491-5 | $3,992,631 | $3,917,640 | $74,991 | $74,991 | |
| PUBLICLY TRADED SECURITES 46521-5 | $582,529 | $321,940 | $260,589 | $260,589 | |
| CAPITAL GAINS DIVIDENDS | $63,597 | $63,597 | $63,597 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $609,242 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,052 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,052 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,052 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,094 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,854 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,802 | OverpaymentAmt |
| Applied To ES Tax | $7,802 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODD ORLANDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102130612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 MAIN ST | AddressLine1Txt |
| City | ELVERSON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROLAND THOMPSON | ||||||||
| 4020 MAIN STREET | ELVERSON | PA | 19520 | CHAIRMAIN | 1.50 | $0 | $0 | $0 |
| TODD ORLANDO | ||||||||
| 4020 MAIN STREET | ELVERSON | PA | 19520 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| MICHAEL BLACKSTONE | ||||||||
| 4020 MAIN STREET | ELVERSON | PA | 19520 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| EDWARD CONE | ||||||||
| 4020 MAIN STREET | ELVERSON | PA | 19520 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET STREET 26TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES/FEES | ServiceTypeTxt |
| Compensation | $56,077 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,679,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $387,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,067,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,067,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,826,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $791,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $791,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,052 | TotalTaxAmt |
| Distributable Before Adj | $778,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $778,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $778,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,104,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,104,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $778,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,166,179 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $461,383 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $547,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $792,053 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,967,434 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,104,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $778,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $325,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,293,298 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,166,179 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,127,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $461,383 | ExcessFromYear4Amt |
| Excess From Year3 | $547,819 | ExcessFromYear3Amt |
| Excess From Year2 | $792,053 | ExcessFromYear2Amt |
| Excess From Current Year | $325,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROLAND THOMPSON | ContributingManagerNm |
| Contributing Manager | TODD ORLANDO | ContributingManagerNm |
| Contributing Manager | MICHAEL BLACKSTONE | ContributingManagerNm |
| Contributing Manager | EDWARD CONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROLAND THOMPSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 MAIN ST | AddressLine1Txt |
| City | ELVERSON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6102202334 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION SHOULD BE SUBMITTED ELECTRONICALLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | INSTITUTION MUST BE A CHRISTIAN ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 58TEN | ||||||
| 169 210 CROSSINGS BLVD | ELVERSON | PA | 19520 | PUBLIC CHARITY | DORM PROJECT IN KENYA | $115,000 |
| ANTIOCH BAPTIST CHURCH | ||||||
| PO BOX 62 | ALAMANCE | NC | 27201 | PUBLIC CHARITY | HAITI RELIEF - SEA HOPE | $20,000 |
| BAPTIST INTERNATIONAL EVANGELISTIC MINISTRIES | ||||||
| PO BOX 707 | DANVILLE | IN | 46122 | PUBLIC CHARITY | LAND PURCHASE IN SAN FRANCISO MAGU, MEXICO | $46,000 |
| BIBLE BAPTIST CHURCH | ||||||
| 1237 PAOLI PIKE | WEST CHESTER | PA | 19380 | PUBLIC CHARITY | LASER PROJECTORS FOR AUDITORIUM | $37,280 |
| BIBLES INTERNATIONAL | ||||||
| 609 36TH STREET SE | GRAND RAPIDS | MI | 495482317 | PUBLIC CHARITY | MATCHING GIFT FOR SCRIPT BIBLE/SANGO PROJECT | $80,000 |
| CHRISTIAN WAY MINISTRIES | ||||||
| 214 GRIFFIN DRIVE | GREENVILLE | SC | 29607 | PUBLIC CHARITY | MATCHING GIFT FOR 2T TRAINING | $25,000 |
| EURASIAN BAPTIST MISSION | ||||||
| 6847 N 9TH AVENUE ST 332 | PENSACOLA | FL | 32504 | PUBLIC CHARITY | WATER IMRPOVEMENT PROJECT | $23,620 |
| FAITH BAPTIST BIBLE COLLEGE | ||||||
| 1900 NW 4TH ST | ANKENY | IA | 50023 | PUBLIC CHARITY | MATCHING GIFT FOR CAPITAL CAMPAIGN | $175,000 |
| HERITAGE BAPTIST COALITION | ||||||
| 380 W BOUGHTON ROAD | BOLINGBROOK | IL | 60439 | PUBLIC CHARITY | PANDEMIC FOOD AND MEDICAL SUPPLIES RELIEF | $20,000 |
| HIDDEN TREASURE CHRISTIAN SCHOOL | ||||||
| 500 WEST LEE ROAD | TAYLORS | SC | 29687 | PUBLIC CHARITY | ADULT MINISTRY START UP COSTS AND STUDENT SCHOLARSHIPS | $40,000 |
| INTERNATIONAL PARTNERSHIP MINISTRIES INC | ||||||
| 100 SPRING AVENUE | HANOVER | PA | 173312717 | PUBLIC CHARITY | CAMP BUILDING PROJECT / MINISTRY VEHICLE | $106,500 |
| NOSNUMA INTERNATIONAL | ||||||
| 1520 WEST CANAL COURT SUITE 100 | LITTLETON | CO | 80120 | PUBLIC CHARITY | TEACHER SUPPORT | $56,400 |
| PACIFIC RIM MISSIONS INTERNATIONAL | ||||||
| 6488 SE 27TH ST | GRESHAM | OR | 97080 | PUBLIC CHARITY | COVID RELIEF IN BACOLOD, PHILIPPINES /RELIEF AID FOR TYPHOON ODETTE IN PHILLIPINES | $48,000 |
| REMEMBER | ||||||
| 2236 ASHLEY CROSSIVE DRIVE | CHARLESTON | SC | 29414 | PUBLIC CHARITY | PAKISTAN BIBLES PROJECT | $39,000 |
| SOUTHLAND CHRISTIAN MINISTRIES | ||||||
| 55 HIGHWAY 371 | RINGGOLD | LA | 71068 | PUBLIC CHARITY | MATCHING GIFT FOR BUILDING IMPROVEMENT PROJECT | $125,000 |
| TRI-STATE BIBLE CAMP | ||||||
| 2 RIVER ROAD | MONTAGUE | NJ | 07827 | PUBLIC CHARITY | WATER STORAGE IMPROVEMENTS | $20,000 |
| WORLDVIEW MINISTRIES | ||||||
| 3860 E MAIN STREET | DANVILLE | IN | 46122 | PUBLIC CHARITY | MATCHING GIFT FOR BUILDING PROJECTS | $84,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,060,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $392,948 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $17,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $609,242 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Related Or Exempt Function Incm | $3,983 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,020,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,983 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,024,163 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | RECEIPT OF TAX REFUNDS EXCLUDED | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS - TAXABLE BROKERAGE | FMV | $5,424,695 | $5,424,695 |
| GOLDMAN SACHS - EQUITY | FMV | $6,973,641 | $6,973,641 |
| GOLDMAN SACHS - GRANITE | FMV | $459,429 | $459,429 |
| GOLDMAN SACHS - GSAM (S&P 500) | FMV | $2,552,818 | $2,552,818 |
| PASS THROUGH K-1 - SPICEWOOD MINERAL PARTNERS, LP | FMV | $204,694 | $204,694 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,779 | EOYBookValueAmt |
| EOYFMV | $2,779 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENTS FEES | $56,077 | $56,077 | $0 |
| BANK FEES | $343 | $343 | $0 |
| OTHER DEDUCTIONS FROM INVESTMENTS | $18,221 | $18,221 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $79 | $79 | $0 |
| PASS THROUGH K-1 - SPICEWOOD MINERAL PARTNERS, LP | $17,911 | $17,911 | $0 |
| TAX REFUNDS | $3,983 | $3,983 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST AND BOND PREMIUMS | $47,024 |
| GOLDMAN SACHS INVESTMENTS CHANGE IN MARKET VALUE | $331,020 |
| NONTAXABLE DISTRIBUTIONS | $288 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE CONTRACT SERVICES | $36,000 | $0 | $36,000 |
| CONTRACT SERVICES - OTHER | $3,600 | $0 | $3,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,807 | Amt |
| Net Investment Income | $2,807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |