FUTURE HOPE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FUTURE HOPE FOUNDATION (EIN 26-2199528)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202113069349100921
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T16:11:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262199528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Future Hope Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FUTU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE LENCKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHERINE | PersonFirstNm |
| Person Last | LENCKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $910,324 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,859 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $170 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $170 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,391 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,729 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,486 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $929 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,159 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,664 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,159 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $614,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $562,471 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $833,754 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $632,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $639,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $910,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $632,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $639,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $632,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $639,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $632,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $639,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $632,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,387 | ExcessRevenueOverExpensesAmt |
| Subtotal | $639,041 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $639,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $260,465 | GrossSalesPriceAmt |
| Cost Or Other Basis | $205,074 | CostOrOtherBasisAmt |
| Gain Or Loss | $55,391 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $55,391 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,391 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $933 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $933 | SubtotalAmt |
| Tax Based On Investment Income | $933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $460 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $27 | OverpaymentAmt |
| Applied To ES Tax | $27 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| H Russel Lemcke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Katherine Lemcke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $778,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $842,024 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $842,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $829,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $933 | TotalTaxAmt |
| Distributable Before Adj | $40,537 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,537 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,537 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,159 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,159 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,159 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,780 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $100,159 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,780 | AppliedToYear1Amt |
| Applied To Current Year | $40,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,842 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,842 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $18,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $18,842 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Russel Lemcke | ContributingManagerNm |
| Contributing Manager | Katherine Lemcke | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 9 MILLION REASONS INC | |||||||
| 3920 27TH ST | LONG ISLAND CITY | NY | 11101 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | Disaster Response Program | $5,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | COVID-19 Relief & Recovery Initiative | $5,000 |
| ASSOCIATION FOR BLACK ECONOMIC POWER | |||||||
| 227 COLFAX AVE N STE 30 | MINNEAPOLIS | MN | 55405 | N/A | PC | Pimento Relief Fund | $3,000 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS | SACRAMENTO | CA | 95833 | N/A | PC | The SAVE Program | $5,000 |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,000 |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | COVID-19 Relief Fund | $10,000 |
| FOOD FINDERS INC | |||||||
| 10539 HUMBOLT ST | LOS ALAMITOS | CA | 90720 | N/A | PC | The FarmLink Project | $5,000 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | COVID-19 Relief Fund | $2,000 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| HOUSING WORKS HOUSING DEVELOPMENT FUND CORPORATION | |||||||
| 57 WILLOUGHBY ST 2ND FL | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $5,000 |
| KINGS AGAINST VIOLENCE INITIATIVE INC | |||||||
| 451 CLARKSON AVE STE A7221 | BROOKLYN | NY | 11203 | N/A | PC | General & Unrestricted | $5,000 |
| NEW ALTERNATIVES FOR LGBT HOMELESS YOUTH INC | |||||||
| 410 W 40TH ST | NEW YORK | NY | 10018 | N/A | PC | COVID-19 Relief Fund | $5,000 |
| RETHINK FOOD NYC INC | |||||||
| 63 FLUSHING AVE BLDG 58 SUITE 1 | BROOKLYN | NY | 11205 | N/A | PC | COVID-19 Relief Fund | $5,000 |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR ST 9TH FL | NEW YORK | NY | 10006 | N/A | PC | UWS Open Hearts Initiative | $10,000 |
| V-DAY | |||||||
| 4104 24TH ST 4515 | SAN FRANCISCO | CA | 94114 | N/A | PC | CITY OF JOY PROGRAM | $5,000 |
| VISION URBANA INC | |||||||
| 207 E BROADWAY | NEW YORK | NY | 10002 | N/A | PC | Food Pantry & Delivery Services program | $5,000 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | West Side Campaign Against Hunger Program & Pantry | $5,000 |
| WILD BIRD FUND INC | |||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | Spring baby bird campaign | $3,000 |
| WILD BIRD FUND INC | |||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,854 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,192 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Lemcke Katherine | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 230718 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,859 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | RAYTHEON TECHNOLOGIES CORP RTX, 900 sh. | NoncashPropertyDesc |
| Fair Market Value | $55,859 | FairMarketValueAmt |
| Received | 2020-07-01 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCEBERN GLOBAL THEMATIC G | $39,563 | $44,042 |
| CALVERT EQUITY PORTFOLIO | $13,991 | $22,610 |
| CALVERT SHORT DURATION INCOME | $111,173 | $112,800 |
| DIAMOND HILL CORPORATE CREDIT | $18,263 | $18,773 |
| DOUBLELINE TOTAL RETURN BOND | $32,404 | $31,744 |
| GUGGENHEIM TOTAL RETURN BOND F | $40,000 | $39,600 |
| ISHARES MSCI EMERGING MARKETS | $34,112 | $40,099 |
| ISHARES RUSSELL MIDCAP G IN FD | $8,073 | $34,959 |
| ISHARES TRUST RUSSELL 1000 GRO | $49,315 | $183,515 |
| ISHARES TRUST RUSSELL 1000 VAL | $78,141 | $147,884 |
| MFS INTL INTRINSIC VALUE FD I | $34,589 | $47,417 |
| TIAA-CREF SOCIAL CHOICE BOND F | $102,847 | $110,311 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,134 | $7,134 | |
| Bank Charges | $90 | $90 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,486 | Amt |
| Net Investment Income | $6,486 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lemcke Katherine | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 230718 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $500 |
| 990-PF Excise Tax for 2019 | $429 |