PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND (EIN 46-1031284)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-05
- IRS object ID
- 202042189349100004
- Schema version
- 2019v5.0
- 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) |
|---|---|---|
| Return | 2020-08-05T11:46:34-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208473468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS AND PRIEST INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 250 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430580250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461031284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAST EXHALTED RULERS ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | OF NEWARK OH LODGE 391 CHARITY FD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAST | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 280 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430580280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY KINNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-07-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY M PRIEST | PreparerPersonNm |
| PTIN | P00025170 | PTIN |
| Phone | 7403498616 | PhoneNum |
| Preparation | 2020-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,769 | 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 | $6,460 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $6,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $210 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,792 | CashBOYAmt |
| Cash EOY | $2,769 | CashEOYAmt |
| Cash EOYFMV | $2,769 | CashEOYFMVAmt |
| Total Assets BOY | $1,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,769 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,025 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,024 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,024 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $767 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,745 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $978 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,745 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,745 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,332 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,249 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.111450 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,066 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.520050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,760 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.420118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,368 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,345 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.925892 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,845 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.340949 | DistributionYr5Rt |
| Total Distribution | 13.318459 | TotalDistributionRt |
| Average Distribution | 2.663692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,475 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,272 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | false | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | GARY KINNEY | IndividualWithBooksNm |
| Phone | 7403343830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 N 3RD ST | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GARY KINNEY | ||||||||
| PO BOX 280 | NEWARK | OH | 43058 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DAVE UNDERHILL | ||||||||
| PO BOX 280 | NEWARK | OH | 43058 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| LARRY WISE | ||||||||
| PO BOX 280 | NEWARK | OH | 43058 | TREASURER | 000.00 | $0 | $0 | $0 |
| JOHN RIDENBAUGH | ||||||||
| PO BOX 280 | NEWARK | OH | 430580280 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,706 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $84 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,272 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,272 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,272 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,207 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,151 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,262 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,827 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,272 | QualifyingDistributionsAmt |
| Applied To Current Year | $84 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,188 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,705 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,207 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,151 | ExcessFromYear4Amt |
| Excess From Year3 | $9,262 | ExcessFromYear3Amt |
| Excess From Year2 | $11,827 | ExcessFromYear2Amt |
| Excess From Year1 | $16,070 | ExcessFromYear1Amt |
| Excess From Current Year | $5,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LICKING COUNTY YMCA | |||||
| 470 W CHURCH ST | NEWARK | OH | 43055 | GENERAL FUNDING | $1,000 |
| WREATHS ACROSS AMERICA | |||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | GENERAL FUNDING | $1,500 |
| OHIO ELKS ASSOC CEREBRAL PALSY | |||||
| 829 CUNNINGHAM RD | SALEM | OH | 44460 | GENERAL FUNDING | $2,272 |
| TWENTIENTH CENTURY CLUB FOUNDATION | |||||
| 108 STONINGTON PLACE | NEWARK | OH | 43055 | GENERAL FUNDING | $250 |
| LICKING COUNTY SETTLERS | |||||
| 1499 HIGHPOINT DR | NEWARK | OH | 43055 | GENERAL FUNDING | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,272 | TotalGrantOrContriPdDurYrAmt |
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 | BENEVOLENT PROT ORDER OF ELKS 391 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 N THIRD ST | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,460 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $210 | Amt |