PERRIN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PERRIN FOUNDATION INC (EIN 22-6049335)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-21
- IRS object ID
- 201930529349100408
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-21T15:41:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263719436 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMBRIDES ARNOLD MOULTHROP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 PARK ST STE 301 | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070423443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226049335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 9089033067 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BSS 2250 CHANEY ROAD | AddressLine1Txt |
| City | DUBUQUE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 520012913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SULLIVAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9082328315 | PhoneNum |
| Signature | 2019-01-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE E MOULTHROP | PreparerPersonNm |
| PTIN | P00009145 | PTIN |
| Phone | 9737448660 | PhoneNum |
| Preparation | 2019-02-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.204.75.196 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-21 | IPDt |
| IP Tm | 15:41:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 033E37117A6432193043065C9F7D8B2DA1EC6786 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 033E37117A6432193043065C9F7D8B2DA1EC6786 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,706,428 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $341,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $341,995 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $341,995 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,102,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,613,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,102,962 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $56,431 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,444,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,444,958 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $398,427 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $91,179 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,529 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $345 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $381 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $106,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $719,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $719,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $825,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $619,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,364,703 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $398,427 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,944 | CashBOYAmt |
| Cash EOY | $35,624 | CashEOYAmt |
| Cash EOYFMV | $35,621 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $845,197 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,491 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,703,941 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,359,353 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,352,790 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,679,988 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,418,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,632,622 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,320,860 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,487,575 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,466,125 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,650,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,315,209 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,005,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,211,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,829,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,706,428 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,150 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,210,552 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,829,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,210,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,829,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,211,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,829,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,210,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $619,258 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,829,810 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,829,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,138,576 | $2,082,145 | $56,431 | $56,431 |
| PUBLICLY TRADED SECURITIES | P | $5,425,150 | $4,428,300 | $996,850 | $996,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,102,962 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $56,431 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $777,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,398,438 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $715,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,541,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $795,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,590,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058516 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $982,616 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,209,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069154 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $753,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,857,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054380 | DistributionYr5Rt |
| Total Distribution | 0.297096 | TotalDistributionRt |
| Average Distribution | 0.059419 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,558,646 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $805,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $819,288 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $719,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,294 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,294 | SubtotalAmt |
| Tax Based On Investment Income | $27,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16,934 | TaxDueAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LAMBRIDES ARNOLD MOULTHROP LLP | IndividualWithBooksNm |
| Phone | 9737448660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 PARK ST | AddressLine1Txt |
| Address Line2 | SUITE 301 | AddressLine2Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID C WOHLGEMUTH | ||||||||
| 573 CANTON AVE | MONROETON | PA | 18832 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID PARSONS | ||||||||
| 30 ARLINGTON AVE | HAWTHORNE | NJ | 07506 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT DADD | ||||||||
| 14 GREEN VALLEY DRIVE | GREEN BROOK | NJ | 08812 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT Q BENNETT | ||||||||
| 12538 JOHN F KENNEDY ROAD | DUBUQUE | IA | 520020119 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| ROBERT SULLIVAN | ||||||||
| 51 NORTHVIEW TERRACE | YONKERS | NY | 10703 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL J MEARNS | ||||||||
| 181 EMERSON ROAD | SOMERSET | NJ | 08873 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRED SCHWERTFEGER | ||||||||
| 13020 ORIOLE LANE | BROOKFIELD | WI | 53005 | DIRECTOR | 1.00 | $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 | $13,727,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,765,123 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,765,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,558,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $677,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $677,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,294 | TotalTaxAmt |
| Distributable Before Adj | $650,638 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $650,638 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $650,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $719,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $719,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $650,638 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $78,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $283,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,777 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $661,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,450 | QualifyingDistributionsAmt |
| Applied To Current Year | $650,638 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,812 | RemainingDistriFromCorpusAmt |
| Total Corpus | $730,757 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $78,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $652,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $283,182 | ExcessFromYear4Amt |
| Excess From Year3 | $86,777 | ExcessFromYear3Amt |
| Excess From Year2 | $95,889 | ExcessFromYear2Amt |
| Excess From Year1 | $117,473 | ExcessFromYear1Amt |
| Excess From Current Year | $68,812 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT SULLIVAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 NORTHVIEW TERRACE | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9143298757 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MADE TO CHRISTIAN ORGANIZATIONS, CHURCHES, SCHOOLS AND MISSION ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BELIEVERS STEWARDSHIP | ||||||||||
| 2250 CHANEY RD | DUBUQUE | IA | 52001 | NON PF | GENERAL CHARITABLE | $40,000 | ||||
| BIBLE & LIFE MINISTRIES | ||||||||||
| 3116 GULFWIND DRIVE | LAND OLAKES | FL | 34639 | NON PF | GENERAL CHARITABLE | $1,750 | ||||
| BIBLICAL ELDERSHIP RESOURCES | ||||||||||
| 307 DELAWARE DRIVE | COLORADO SPRINGS | CO | 80909 | NONPF | GENERAL CHARITABLE | $5,000 | ||||
| CAMP IROQUOINA | ||||||||||
| RR1 BOX 1601 | HALLSTEAD | PA | 18822 | NON PF | GENERAL CHARITABLE | $20,000 | ||||
| CAMP LI-LO-LI | ||||||||||
| 8811 SUNFISH RUN ROAD | RANDOLPH | NY | 14772 | NON PF | GENERAL CHARITABLE | $11,500 | ||||
| CHRISTIAN MISSIONS IN MANY LANDS | ||||||||||
| PO BOX 13 | SPRING LAKE | NJ | 07762 | NON PF | GENERAL CHARITABLE | $204,750 | ||||
| CHRISTIAN WORKERS FELLOWS | ||||||||||
| PO BOX 1117 | LAWRENCE | KS | 66044 | NON PF | GENERAL CHARITABLE | $108,700 | ||||
| CORNERSTONE MAGAZINE | ||||||||||
| PO BOX 690096 | CHARLOTTE | NC | 28227 | NON PF | GENERAL CHARITABLE | $15,000 | ||||
| COUNSEL MAGAZINE | ||||||||||
| PO BOX 176 | PALOS PARK | IL | 60464 | NON PF | GENERAL CHARITABLE | $1,750 | ||||
| EMMAUS INTERNATIONAL | ||||||||||
| PO BOX 1028 | DUBUQUE | IA | 52001 | NON PF | GENERAL CHARITABLE | $25,000 | ||||
| EMMAUS BIBLE COLLEGE | ||||||||||
| 2570 ASBURY ROAD | DUBUQUE | IA | 52001 | NON PF | GENERAL CHARITABLE | $215,000 | ||||
| EVERYDAY PUBLICATIONS | ||||||||||
| NON PF | GENERAL CHARITABLE | $1,750 | 310 KILLALY STREET WEST | PORT COLBOURNE | CANADA | CA | ||||
| GREENWOOD HILLS B C A | ||||||||||
| 7062 LINCOLN WAY EAST | FAYETTEVILLE | PA | 17222 | NON PF | GENERAL CHARITABLE | $11,500 | ||||
| GROWING CHRISTIAN | ||||||||||
| PO BOX 2268 | WESTERLY | RI | 02891 | NON PF | GENERAL CHARITABLE | $7,000 | ||||
| HORTEN HAVEN | ||||||||||
| PO BOX 276 | CHAPEL HILL | TN | 37034 | NON PF | GENERAL CHARITABLE | $11,500 | ||||
| IMMANUEL MISSION | ||||||||||
| PO BOX 2000 | TEEC NOS POS | AZ | 86514 | NON PF | GENERAL CHARITABLE | $1,500 | ||||
| PARK OF THE PALMS | ||||||||||
| 677 HEBRON AVE | KEYSTONE HEIGHTS | FL | 32656 | NON PF | GENERAL CHARITABLE | $10,000 | ||||
| PITTSBORO CHRISTIAN VILLAGE | ||||||||||
| 1825 EAST STREET | PITTSBORO | NC | 27312 | NON PF | GENERAL CHARITABLE | $10,000 | ||||
| REST HAVEN HOMES | ||||||||||
| 1424 UNION NE | GRAND RAPIDS | MI | 49505 | NON PF | GENERAL CHARITABLE | $10,000 | ||||
| SPREAD THE WORD | ||||||||||
| 2400 ADMIRE SPRINGS DRIVE | DOVER | PA | 17315 | NON PF | GENERAL CHARITABLE | $1,750 | ||||
| TOMORROW'S FOREFATHERS INC | ||||||||||
| PO BOX 11451 | CEDAR RAPIDS | IA | 524101451 | NON PF | GENERAL CHARITABLE | $1,000 | ||||
| WESTERN ASSEMBLIES HOME | ||||||||||
| 350 BERKELEY AVENUE | CLAREMONT | CA | 91711 | NON PF | GENERAL CHARITABLE | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $719,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $341,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,102,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,444,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,444,958 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHEDULE ATTACHAED | BondNm |
| EOY Book Value | $1,487,575 | EOYBookValueAmt |
| EOYFMV | $1,466,125 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $1,418,558 | EOYBookValueAmt |
| EOYFMV | $1,632,622 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,359,353 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,352,790 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHELUE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,315,209 | BookValueAmt |
| EOYFMV | $8,005,779 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $381 | $381 |
| ADMINISTRATIVE | $370 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL LIABILITY | Desc |
| BOY Book Value | $1,150 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISORY FEES | $79,529 | $79,529 |
| ACCOUNTANT FEES | $11,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NY FILING FEE | $750 | |
| FOREIGN TAXES | $345 | $345 |
| EXCISE TAX | $13,225 |