STRATEGY STUDIO / PUBLIC DATA EXPLORER

EAGLES MERE FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
EAGLES MERE FOUNDATION (EIN 23-6805376)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-08
IRS object ID
201643139349300649
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-08T10:13:45-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Tilly Virchow Krause LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11027 Mumma RdAddressLine1Txt
CityWormleysburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP170431118ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236805376EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EAGLES MERE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEAGLBusinessNameControlTxt
Phone8776763600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11628 JFK BOULEVARD NO 500AddressLine1Txt
CityphiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN ZUCKERMANPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8776763600PhoneNum
Signature2016-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJulius C Green CPAPreparerPersonNm
PTINP00350393PTIN
Phone7177610211PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALAN ZUCKERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11628 JFK BOULEVARD NO 500AddressLine1Txt
CityphiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$616,468GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EAGLESMERE.ORG/EMFOUNDATION.HTMLWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionPreserving and enhancing the unique character of Eagles Mere, Pennsylvania.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$29,455PYContributionsGrantsAmt
CY Contributions Grants$12,733CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$32,362PYInvestmentIncomeAmt
CY Investment Income$259,125CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$800CYOtherRevenueAmt
PY Total Revenue$61,817PYTotalRevenueAmt
CY Total Revenue$272,658CYTotalRevenueAmt
PY Grants And Similar Paid$10,090PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,100CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,958CYTotalFundraisingExpenseAmt
PY Other Expenses$4,741PYOtherExpensesAmt
CY Other Expenses$6,815CYOtherExpensesAmt
PY Total Expenses$14,831PYTotalExpensesAmt
CY Total Expenses$11,915CYTotalExpensesAmt
PY Revenues Less Expenses$46,986PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$260,743CYRevenuesLessExpensesAmt
Total Assets BOY$1,419,554TotalAssetsBOYAmt
Total Assets EOY$1,408,131TotalAssetsEOYAmt
Total Liabilities BOY$765,051TotalLiabilitiesBOYAmt
Total Liabilities EOY$755,309TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$654,503NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$652,822NetAssetsOrFundBalancesEOYAmt
MissionThe Eagles Mere Foundation is a community foundation funded by donors who share the Foundation's vision of preserving and enhancing the unique character of Eagles Mere, Pennsylvania. The Foundation was established in August 1986.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,100ExpenseAmt
Grant$5,100GrantAmt
DescThe organization provides grants to qualified organizations that are also tax exempt in the Eagles Mere, Pennsylvania area. The organization made various grants in the year to organizations that were instrumental in educational and historical activities.Desc
Total Program Service Expenses$5,100TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alan ZuckermanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8776763600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11628 JFK Boulevard 500AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
suzanne lee
President1.00Yes (X)Yes (X)$0$0$0
alan Zuckerman
Treasurer2.00Yes (X)Yes (X)$0$0$0
Scott Repke
Director1.00Yes (X)$0$0$0
Frank Comfort
Director1.00Yes (X)$0$0$0
Bob Spahr
Director1.00Yes (X)$0$0$0
Katrine Pendleton
Secretary1.00Yes (X)Yes (X)$0$0$0
Kate Albertini
director1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$12,733AllOtherContributionsAmt
Total Contributions$12,733TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,310TotalRevenueColumnAmt
Exclusion$31,310ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$571,625SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$343,810SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$227,815SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$227,815TotalRevenueColumnAmt
Exclusion$227,815ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Business900099BusinessCd
Total Revenue Column$800TotalRevenueColumnAmt
Exclusion$800ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$800OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$272,658TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$259,925ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,100TotalAmt
Program Services$5,100ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,850TotalAmt
Management And General$3,850ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,958TotalAmt
Fundraising$1,958FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Postage$442$442
Printing$345$345
Taxes$100$100
Miscellaneous$90$90

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30TotalAmt
Management And General$30ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,915TotalAmt
Program Services$5,100ProgramServicesAmt
Management And General$4,857ManagementAndGeneralAmt
Fundraising$1,958FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,613BOYAmt
EOY$2,338EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,417,941BOYAmt
EOY$1,405,793EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,419,554BOYAmt
EOY$1,408,131EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$765,051BOYAmt
EOY$755,309EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$765,051BOYAmt
EOY$755,309EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$603,099BOYAmt
EOY$602,156EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,404BOYAmt
EOY$50,666EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$654,503BOYAmt
EOY$652,822EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,419,554BOYAmt
EOY$1,408,131EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$260,743ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$262,424NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$184,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,375CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,455CurrentTaxYearMinus1YearAmt
Current Tax Year$12,733CurrentTaxYearAmt
Total$245,126TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$184,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,375CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,455CurrentTaxYearMinus1YearAmt
Current Tax Year$12,733CurrentTaxYearAmt
Total$245,126TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$245,126PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,210CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,321CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,287CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,842CurrentTaxYearMinus1YearAmt
Current Tax Year$31,310CurrentTaxYearAmt
Total$125,970TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$800CurrentTaxYearAmt
Total$800TotalAmt
FieldValueIRS element (for citing)
Total Support$371,896TotalSupportAmt
Public Support CY1700.65910PublicSupportCY170Pct
Public Support PY1700.69300PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$4,724DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$9,200FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$14,987DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$1,022,052DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$386,079FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFunds Hels as Agency EndowmentDesc
Amt$755,309Amt
FieldValueIRS element (for citing)
Total Liability$755,309TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe Foundation believes that it has appropriate support for tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11The Board of Directors reviews the 990 prior to filing, and approves.
Form 990, Part VI, Section C, line 19governing documents and financial statements are available upon request.