KINGS GRANT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KINGS GRANT FOUNDATION (EIN 05-0520607)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-13
- IRS object ID
- 202023189349102317
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T13:05:59-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461787508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NADEAU AND ASSOCIATES CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 NEW LONDON AVENUE SUITE 350 | AddressLine1Txt |
| City | CRANSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050520607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGS GRANT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O COURTNEY DESISTO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 8138925957 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336010897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY DESISTO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8132293600 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Kennedy | PreparerPersonNm |
| PTIN | P01423547 | PTIN |
| Phone | 4017326100 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.117.172.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 11:13:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3DD0D1AAB22D3D2BA798346D0B2EA6A1ED8AC73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7009E1D52C4EC5E150993F0B0D0E04955650AC7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,045,975 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,108 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $302,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $889,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $302,197 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,348,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,971 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $19 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $19 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,055,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,055,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,089,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,055,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $259,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $562,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $562,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,380,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,407,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,674,638 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $380,873 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $380,873 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $380,433 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $620,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $428,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $428,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,519,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,778,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,045,975 | 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 | $2,519,508 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,778,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,519,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,778,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,519,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,778,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,519,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $259,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,778,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,778,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON 10524856000 | P | $424,792 | $365,898 | $58,894 | $58,894 |
| BNY MELLON 10524856010 | P | $127,082 | $125,487 | $1,595 | $1,595 |
| BNY MELLON 10524856020 | P | $100,624 | $95,415 | $5,209 | $5,209 |
| HEALTHEDGE K-1 | P | $236,544 | $45 | $236,499 | $236,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $302,197 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,067,694 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,556,081 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.300245 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $852,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,359,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.195491 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $709,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,356,165 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.162857 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,041,168 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,908,782 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.212103 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $969,335 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,182,108 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.187054 | DistributionYr5Rt |
| Total Distribution | 1.057750 | TotalDistributionRt |
| Average Distribution | 0.211550 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,817,997 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $596,147 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $599,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,055,256 | 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 | $3,171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,682 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,682 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $511 | OverpaymentAmt |
| Applied To ES Tax | $511 | 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 | RI | 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 | COURTNEY DESISTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8138925957 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33601 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LISA HARDIMAN | ||||||||
| PO BOX 897 | TAMPA | FL | 33601 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| COURTNEY DESISTO | ||||||||
| PO BOX 897 | TAMPA | FL | 33601 | TRUSTEE | 4.00 | $0 | $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 | $2,634,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,860,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,860,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,817,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,171 | TotalTaxAmt |
| Distributable Before Adj | $137,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,055,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,055,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,171 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,052,085 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $722,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $800,645 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $497,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $640,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $894,292 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,554,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,055,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $917,527 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,472,171 | 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 | $722,378 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,749,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $800,645 | ExcessFromYear4Amt |
| Excess From Year3 | $497,247 | ExcessFromYear3Amt |
| Excess From Year2 | $640,082 | ExcessFromYear2Amt |
| Excess From Year1 | $894,292 | ExcessFromYear1Amt |
| Excess From Current Year | $917,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA HARDIMAN | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||||||
| 5535 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PUBLIC CHARITY | EDUCATIONAL & SERVICE LEARNING | $70,000 | ||||
| ASSUMPTION COLLEGE | |||||||||||
| 500 SALISBURY ST | WORCESTER | MA | 01609 | NONE | PUBLIC CHARITY | EDUCATION | $40,000 | ||||
| ECKERD CONNECTS | |||||||||||
| 100 STARCREST DR | CLEARWATER | FL | 33765 | NONE | PUBLIC CHARITY | EDUCATE & PROMOTE WELL BEING OF CHILDREN | $500,000 | ||||
| HEALTHEDGE SCHEDULE K-1 | |||||||||||
| 5550 W EXECUTIVE DR SUITE 230 | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL CHARITY | $256 | ||||
| PRAXIS | |||||||||||
| 409 W 45TH ST 3RD FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | RELIGIOUS REDEMPTIVE ENTREPRENEURSHIP | $200,000 | ||||
| THE RELATIONAL ENRICHMENT CENTER - ITHRAA FAMILY TRAINING | |||||||||||
| NONE | PUBLIC CHARITY | EDUCATIONAL & LEADERSHIP BUILDING | $245,000 | SUITE 206 OASIS BUILDING 2 | SWEIFIEH | JORDAN | JO | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,055,256 | 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 | $1,108 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,666 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $302,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $348,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,971 | TotalIncomeProducingActyAmt |
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 |
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 | DENNIS HARDIMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & PROFESSIONAL | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELATIONAL ENRICHMENT CENTER-ITHRAA FAMILY TRAINING | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OASIS BUILDING A SUITE 206 | AddressLine1Txt |
| City | SWEIFIETH | CityNm |
| Province Or State | JORDON | ProvinceOrStateNm |
| Country | JO | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-06-25 | GrantDt |
| Grant | $245,000 | GrantAmt |
| Purpose Of Grant | EDUCATIONAL PURPOSES, TRAINING AND RELATIONAL SKILLS DEVELOPMENT | PurposeOfGrantTxt |
| Expended By Grantee | $245,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | JUNE 2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-06-30 | VerificationDt |
| Results Of Verification | ALL GRANTS/FUNDS WERE USED FOR THE AGREED UPON PURPOSES. FOREIGN CHARITY USED FUNDS FOR CHARITABLE EDUCATIONAL PURPOSES. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BNY MELLON BONDS | BondNm |
| EOY Book Value | $380,873 | EOYBookValueAmt |
| EOYFMV | $380,433 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON STOCKS | StockNm |
| EOY Book Value | $1,407,144 | EOYBookValueAmt |
| EOYFMV | $1,674,638 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $428,108 | BookValueAmt |
| EOYFMV | $428,108 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $2,050 | $2,050 | $0 |
| ADMINISTRATIVE EXPENSES | $50 | $0 | $0 |
| OTHER EXPENSES | $613 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,770 | Amt |
| Net Investment Income | $29,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |