EVANS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FOUNDATION (EIN 13-3178754)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-08-06
- IRS object ID
- 202532189349101408
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-06T14:26:47-05:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231420296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIANA CARR O'CONNOR & LYNAM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E LANCASTER AVENUE SUITE 202 | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133178754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 6103573361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3705 LISETER RD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN ZAVAWSKI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6103573361 | PhoneNum |
| Signature | 2025-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A SIANA | PreparerPersonNm |
| PTIN | P00299891 | PTIN |
| Phone | 6102964200 | PhoneNum |
| Preparation | 2025-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $658,751 | 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 |
| Interest On Sav Rev And Expnss | $10,179 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,179 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $617,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,624 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,040 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,260 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,909 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,327 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $582 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $288 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,237 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,300 | CashBOYAmt |
| Cash EOY | $6,440 | CashEOYAmt |
| Cash EOYFMV | $6,440 | CashEOYFMVAmt |
| Corporate Stock BOY | $713,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $652,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $652,311 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $719,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $658,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $658,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $719,578 | CapitalStockBOYAmt |
| Capital Stock EOY | $658,751 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $719,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $658,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $719,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $658,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $719,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,237 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $673,341 | SubtotalAmt |
| Other Decreases | $14,590 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $658,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES - SHORT TERM | P | 2024-11-30 | 2024-12-31 | $1 | $1 | $0 | $0 |
| RAYMOND JAMES - SHORT TERM | P | 2023-08-30 | 2024-12-31 | $2,623 | $2,510 | $113 | $113 |
| RAYMOND JAMES - LONG TERM | P | 2018-09-14 | 2024-12-31 | $120,997 | $81,180 | $39,817 | $39,817 |
| CHARLES SCHWAB - SHORT TERM | P | 2024-01-01 | 2024-12-31 | $387,017 | $338,639 | $48,378 | $48,378 |
| CHARLES SCHWAB - LONG TERM | P | 2023-02-02 | 2024-09-25 | $100,397 | $150,198 | -$49,801 | -$49,801 |
| CAPITAL GAINS DIVIDENDS | P | $6,036 | $6,036 | $6,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $38 | TaxDueAmt |
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 |
| Individual With Books | MEGAN E ZAVAWSKI | IndividualWithBooksNm |
| Phone | 6103573361 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3705 LISETER RD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN SEITS SR | ||||||||
| 579 NE PLANTATION RD APT N103 | STUART | FL | 34996 | PRESIDENT | 1.00 | $23,300 | $0 | $0 |
| KEVIN SEITS JR | ||||||||
| 579 NE PLANTATION RD APT N103 | STUART | FL | 34996 | MANAGER | 1.00 | $1,000 | $0 | $0 |
| MEGAN ZAVAWSKI | ||||||||
| 3705 LISETER RD | NEWTOWN SQUARE | PA | 19073 | VICE PRESIDENT | 1.00 | $30,000 | $0 | $0 |
| ALEXIS ZAVAWSKI | ||||||||
| 3705 LISETER RD | NEWTOWN SQUARE | PA | 19073 | MANAGER | 1.00 | $1,000 | $0 | $0 |
| ALEXANDRA SEITS | ||||||||
| 579 NE PLANTATION RD APT N103 | STUART | FL | 34996 | SECRETARY/TREASURER | 1.00 | $1,000 | $0 | $0 |
| HUNTER ZAVAWSKI | ||||||||
| 3705 LISETER RD | NEWTOWN SQUARE | PA | 19073 | MANAGER | 1.00 | $1,000 | $0 | $0 |
| TREVOR SEITS | ||||||||
| 579 NE PLANTATION RD APT N103 | STUART | FL | 34996 | MANAGER | 1.00 | $1,000 | $0 | $0 |
| CONNOR SEITS | ||||||||
| 579 NE PLANTATION RD APT N103 | STUART | FL | 34996 | MANAGER | 1.00 | $1,000 | $0 | $0 |
| CAMERON ZAVAWSKI | ||||||||
| 3705 LISETER RD | NEWTOWN SQUARE | PA | 19073 | MANAGER | 1.00 | $1,000 | $0 | $0 |
| MACKENZIE BLACK | ||||||||
| 3705 LISETER RD | NEWTOWN SQUARE | PA | 19073 | MANAGER | 1.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $682,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $696,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $696,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $686,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38 | TotalTaxAmt |
| Distributable Before Adj | $34,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,961 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,693 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,215 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,657 | ExcessFromYear4Amt |
| Excess From Year2 | $1,264 | ExcessFromYear2Amt |
| Excess From Year1 | $12,601 | ExcessFromYear1Amt |
| Excess From Current Year | $14,693 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AVALON RECREATION DEPARTMENT | ||||||
| 3001 AVALON AVENUE | AVALON | NJ | 08202 | UNKNOWN | NONE SPECIFIED | $7,100 |
| FIRST TEE - TREASURE COAST | ||||||
| 2000 SE ST LUCIE BLVD | STUART | FL | 34996 | UNKNOWN | NONE SPECIFIED | $5,000 |
| COVENANT HOUSE | ||||||
| 31 E ARMAT ST | PHILADELPHIA | PA | 19144 | UNKNOWN | NONE SPECIFIED | $1,000 |
| SEA ISLE RECREATION DEPARTMENT | ||||||
| 4501 PARK ROAD | SEA ISLE CITY | NJ | 08243 | UNKNOWN | NONE SPECIFIED | $6,000 |
| STONE HARBOR RECREATION DEPARTMENT | ||||||
| 8200 2ND AVENUE | STONE HARBOR | NJ | 08247 | UNKNOWN | NONE SPECIFIED | $9,000 |
| WESTTOWN SCHOOL | ||||||
| 975 WESTTOWN ROAD | WEST CHESTER | PA | 19382 | UNKNOWN | NONE SPECIFIED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,179 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,624 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDE FUNDS FOR CHARITIES |
| 4 | PROVIDE FUNDS FOR CHARITIES |
| 8 | PROVIDE FUNDS FOR CHARITIES |
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 | $15,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES | $272,400 | $272,400 |
| CHARLES SCHWAB | $379,911 | $379,911 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VALUATION ADJUSTMENT | Desc |
| Amt | $14,590 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $147 | $147 | $0 |
| OFFICE EXPENSES | $98 | $98 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $2,909 | Amt |
| Net Investment Income | $2,327 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $582 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $94 | $75 | $19 |
| EXCISE TAX | $213 | $213 | $0 |