PERRIN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PERRIN FOUNDATION INC (EIN 22-6049335)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-05
- IRS object ID
- 201721569349100107
- Schema version
- 2016v3.0
- 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
- 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 | 2017-06-05T13:07:28-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 14 GREEN VALLEY DRIVE | AddressLine1Txt |
| City | GREEN BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08812 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DADD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9082328315 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE E MOULTHROP | PreparerPersonNm |
| PTIN | P00009145 | PTIN |
| Phone | 9737448660 | PhoneNum |
| Preparation | 2017-06-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 67F11860A5CB5980D44325FE083D3B432E123BD5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67F11860A5CB5980D44325FE083D3B432E123BD5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,149,822 | 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 | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $82 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $246,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,049 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $246,049 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,327,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $509,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,061 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $246,131 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $129,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $129,389 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,911 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $842 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $164,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $715,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $715,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $880,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $715,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$370,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $373,919 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $246,131 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $226,031 | CashBOYAmt |
| Cash EOY | $131,119 | CashEOYAmt |
| Cash EOYFMV | $131,119 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,099,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,303 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,466,705 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,604,536 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,632,029 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,308,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,211,446 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,486,517 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,810,242 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,768,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,789,987 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,953,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,435,361 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,764,867 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,864,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,496,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,149,822 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,705 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,705 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,864,465 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,493,476 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,864,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,493,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,864,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,496,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,864,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$370,989 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,493,476 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,493,476 | 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 | $2,964,103 | $2,982,144 | -$18,041 | -$18,041 |
| PUBLICLY TRADED SECURITIES | P | $4,344,904 | $4,082,822 | $262,082 | $262,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,930 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $795,275 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,590,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058516 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $982,616 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,209,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069154 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $753,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,857,078 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054380 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $722,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,353,439 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $771,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,864,248 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055676 | DistributionYr5Rt |
| Total Distribution | 0.291794 | TotalDistributionRt |
| Average Distribution | 0.058359 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,541,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $731,896 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,739 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $735,635 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $715,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,478 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,478 | SubtotalAmt |
| Tax Based On Investment Income | $7,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,022 | OverpaymentAmt |
| Applied To ES Tax | $7,022 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 | ||||||||
| RR2 BOX 3124 | MONROETON | PA | 18832 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GEORGE MACKENZIE | ||||||||
| 221 GOLF EDGE | WESTFIELD | NJ | 07090 | 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 | ||||||||
| 1163 RIP STEELE ROAD | COLUMBIA | TN | 38401 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| ROBERT SULLIVAN | ||||||||
| 51 NORTHVIEW TERRACE | YONKERS | NY | 10703 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT THOMSON | ||||||||
| 1335 STERLING DRIVE | YORK | PA | 17404 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL J MEARNS | ||||||||
| 181 EMERSON ROAD | SOMERSET | NJ | 08873 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRED SCHWERTFEGER | ||||||||
| 14 GREEN VALLEY DRIVE | GREEN BROOK | NJ | 08812 | 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 | $12,456,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,732,257 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,732,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,541,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $627,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $627,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,478 | TotalTaxAmt |
| Distributable Before Adj | $619,586 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $619,586 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $619,586 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $715,475 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $715,475 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $715,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $619,586 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $85,306 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,142 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,624 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $283,182 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $594,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $715,475 | QualifyingDistributionsAmt |
| Applied To Current Year | $619,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $689,920 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $85,306 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $604,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,142 | ExcessFromYear4Amt |
| Excess From Year3 | $78,624 | ExcessFromYear3Amt |
| Excess From Year2 | $283,182 | ExcessFromYear2Amt |
| Excess From Year1 | $86,777 | ExcessFromYear1Amt |
| Excess From Current Year | $95,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT THOMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1335 STERLING DRIVE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7175058553 | 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 (23 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BELIEVERS STEWARDSHIP | |||||||||||
| 2250 CHANEY RD | DUBUQUE | IA | 52001 | NON PF | GENERAL CHARITABLE | $13,875 | |||||
| BIBLE & LIFE MINISTRIES | |||||||||||
| 3116 GULFWIND DRIVE | LAND OLAKES | FL | 34639 | NON PF | GENERAL CHARITABLE | $1,850 | |||||
| CAMP IROQUOINA | |||||||||||
| RR1 BOX 1601 | HALLSTEAD | PA | 18822 | NON PF | GENERAL CHARITABLE | $11,575 | |||||
| CAMP LI-LO-LI | |||||||||||
| 8811 SUNFISH RUN ROAD | RANDOLPH | NY | 14772 | NON PF | GENERAL CHARITABLE | $11,575 | |||||
| CHRISTIAN MISSIONS IN MAN | |||||||||||
| PO BOX 13 | SPRING LAKE | NJ | 07762 | NON PF | GENERAL CHARITABLE | $197,075 | |||||
| CHRISTIAN RETIREMENT CTR | |||||||||||
| 22427 MONTGOMERY STREET | HAYWARD | CA | 94541 | NON PF | GENERAL CHARITABLE | $9,250 | |||||
| CHRISTIAN WORKERS FELLOWS | |||||||||||
| PO BOX 1117 | LAWRENCE | KS | 66044 | NON PF | GENERAL CHARITABLE | $105,225 | |||||
| CHURCH REFORM & REVITALIZ | |||||||||||
| PO BOX 64260 | COLORADO SPRINGS | CO | 80962 | NON PF | GENERAL CHARITABLE | $10,000 | |||||
| COUNSEL MAGAZINE | |||||||||||
| PO BOX 176 | PALOS PARK | IL | 60464 | NON PF | GENERAL CHARITABLE | $1,850 | |||||
| ECS MINISTRIES | |||||||||||
| 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 | $173,000 | |||||
| EVERYDAY PUBLICATIONS | |||||||||||
| NON PF | GENERAL CHARITABLE | $1,850 | 310 KILLALY STREET WEST | PORT COLBOURNE | CANADA | CA | |||||
| EZEKIEL PROJECT INC | |||||||||||
| PO BOX 51 | ARMADA | MI | 48005 | NON PF | GENERAL CHARITABLE | $35,000 | |||||
| GREENWOOD HILLS B C A | |||||||||||
| 7062 LINCOLN WAY EAST | FAYETTEVILLE | PA | 17222 | NON PF | GENERAL CHARITABLE | $11,575 | |||||
| GROWING CHRISTIAN | |||||||||||
| PO BOX 2268 | WESTERLY | RI | 02891 | NON PF | GENERAL CHARITABLE | $6,950 | |||||
| HORTEN HAVEN | |||||||||||
| PO BOX 276 | CHAPEL HILL | TN | 37034 | NON PF | GENERAL CHARITABLE | $11,575 | |||||
| IMMANUEL MISSION | |||||||||||
| PO BOX 2000 | TEEC NOS POS | AZ | 86514 | NON PF | GENERAL CHARITABLE | $1,400 | |||||
| PARK OF THE PALMS | |||||||||||
| 706 PALMS CIRCLE | KEYSTONE HEIGHTS | FL | 32656 | NON PF | GENERAL CHARITABLE | $9,250 | |||||
| REST HAVEN HOMES | |||||||||||
| 1424 UNION NE | GRAND RAPIDS | MI | 49505 | NON PF | GENERAL CHARITABLE | $9,250 | |||||
| SPREAD THE WORD | |||||||||||
| 2400 ADMIRE SPRINGS DRIVE | DOVER | PA | 17315 | NON PF | GENERAL CHARITABLE | $1,850 | |||||
| STEWARDS MINISTRY | |||||||||||
| 1101 PERIMETER DR | SCHAUMBURG | IL | 60173 | NON PF | GENERAL CHARITABLE | $56,250 | SUITE 600 | ||||
| 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 | $9,250 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $715,475 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $509,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,061 | 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 | $1,768,416 | EOYBookValueAmt |
| EOYFMV | $1,789,987 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $2,211,446 | EOYBookValueAmt |
| EOYFMV | $2,486,517 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,604,536 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,632,029 | 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 | $6,435,361 | BookValueAmt |
| EOYFMV | $6,764,867 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $842 | $842 |
| INSURANCE | $5,523 | |
| ADMINISTRATIVE | $137 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL LIABILITY | Desc |
| EOY Book Value | $2,705 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $129,389 | Amt |
| Net Investment Income | $129,389 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NY FILING FEE | $750 | |
| FOREIGN TAXES | $4,911 | $4,911 |
| EXCISE TAX | $23,023 |