PENNINGTON BIOMEDICAL RESEARCH FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PENNINGTON BIOMEDICAL RESEARCH FOUNDATION (EIN 58-1767810)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201601349349305685
- Schema version
- 2014v6.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T14:31:13-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721202445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSTLETHWAITE & NETTERVILLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8550 UNITED PLAZA BLVD SUITE 1001 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581767810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNINGTON BIOMEDICAL RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 2257632500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 PERKINS ROAD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SILVIA | PersonNm |
| Person Title | PRESIDENT/CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2257632500 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RALPH STEPHENS | PreparerPersonNm |
| PTIN | P00638118 | PTIN |
| Phone | 2259224600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL M DREHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 PERKINS ROAD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,718,795 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PBRF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | THE PENNINGTON BIOMEDICAL RESEARCH FOUNDATION PROVIDES THE PENNINGTON BIOMEDICAL RESEARCH CENTER WITH VITAL FUNDING FOR NUTRITION-BASED RESEARCH WHICH AIMS TO PREVENT PREMATURE DEATH FROM CHRONIC DISEASES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $5,694 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,865,829 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,349,683 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,104,630 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,184,219 | CYInvestmentIncomeAmt |
| PY Other Revenue | $275,794 | PYOtherRevenueAmt |
| CY Other Revenue | $323,118 | CYOtherRevenueAmt |
| PY Total Revenue | $7,246,253 | PYTotalRevenueAmt |
| CY Total Revenue | $2,857,020 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,819 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,760 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,870,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,579,323 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $207,357 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $96,917 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $562,284 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $558,069 | PYOtherExpensesAmt |
| CY Other Expenses | $701,764 | CYOtherExpensesAmt |
| PY Total Expenses | $2,640,857 | PYTotalExpensesAmt |
| CY Total Expenses | $4,383,764 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,605,396 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,526,744 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,344,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,579,380 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,373,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,436,624 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,970,704 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,142,756 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PENNINGTON BIOMEDICAL RESEARCH FOUNDATION PROVIDES THE PENNINGTON BIOMEDICAL RESEARCH CENTER WITH VITAL FUNDING FOR NUTRITION-BASED RESEARCH WHICH AIMS TO PREVENT PREMATURE DEATH FROM CHRONIC DISEASES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $529,214 | ExpenseAmt |
| Desc | PENNINGTON BIOMEDICAL RESEARCH FOUNDATION PROVIDES ANNUAL FUNDING TO THE PENNINGTON BIOMEDICAL RESEARCH CENTER FOR ENDOWED CHAIR AND PROFESSORSHIP HOLDERS FOR FACULTY SUPPLEMENTS, RESEARCH EQUIPMENT, AND SUPPLIES. THE FOUNDATION MAINTAINS 11 ENDOWED CHAIRS AND 4 ENDOWED PROFESSORSHIPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,918,713 | ExpenseAmt |
| Desc | PENNINGTON BIOMEDICAL RESEARCH FOUNDATION PROVIDES FUNDING TO THE PENNINGTON BIOMEDICAL RESEARCH CENTER FOR SPECIFIC RESEARCH PROJECTS, INCLUDING BUT NOT LIMITED TO THOSE RELATED TO THE INSTITUTE FOR DEMENTIA RESEARCH AND PREVENTION, CHILDHOOD OBESITY & PUBLIC HEALTH, SCIENTIFIC SYMPOSIA, PHYSICAL ACTIVITY & EXERCISE, AND DIABETES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $304,019 | ExpenseAmt |
| Desc | PENNINGTON BIOMEDICAL RESEARCH FOUNDATION PROVIDES PROGRAMMATIC INVESTMENT PLAN FUNDING TO THE PENNINGTON BIOMEDICAL RESEARCH CENTER FOR THREE MAJOR AREAS: PRIORITY RESEARCH PROGRAMS THAT WILL ADDRESS THE URGENT SCIENTIFIC NEEDS OF ITS RESEARCH ENTERPRISE, DEPLOY PROACTIVE BUSINESS DEVELOPMENT IN AN EFFORT TO ENHANCE REVENUE GENERATION TO PROVIDE LONG TERM FINANCIAL STABILITY AND HEALTH, AND POSITION THE RESEARCH CENTER AS THE WORLD LEADER IN OBESITY AND CHRONIC DISEASE THROUGH A TARGETED COMMUNICATIONS AND BRANDING INITIATIVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $554,331 | ExpenseAmt |
| Grant | $5,760 | GrantAmt |
| Desc | OTHER DIRECT SUPPORT AND ASSISTANCE TO PENNINGTON BIOMEDICAL RESEARCH CENTER | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $554,331 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,760 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,306,277 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BRAD JEWELLCPAMPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2257632511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 PERKINS RD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TIM A BARFIELD JR | ||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNETTE D BARTON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JS SI BROWN III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAXINE CORMIER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA P DE LA BRETONNE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR E FAVRE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FLEMING MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GRAVES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J GERARD JERRY JOLLY | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| C KRIS KIRKPATRICK | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES A LANDRY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL S LUIKART MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C BRENT MCCOY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES R MCILWAIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH S NALTY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE D NELSON JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN B NOLAND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET L OLSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLAS PERKIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN P REILLY JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARMAND ROOS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SPAIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD SULLIVAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN G TURNER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN WILLIAMS MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MONICA ZUMO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER G WINSTEAD | ||||||
| PRESIDENT/CEO (UNTIL 12/31/2014) | 40.00 | Yes (X) | $183,494 | $0 | $10,447 | |
| WILLIAM L SILVIA JR | ||||||
| INTERIM PRESIDENT/CEO(1/1-5/15/2015) | 12.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL M DREHER | ||||||
| PRESIDENT/CEO (BEG. 5/15/2015) | 40.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD JEWELL | ||||||
| CHIEF ADMINISTRATIVE & FINANCIAL OFFICER | 40.00 | Yes (X) | $144,017 | $0 | $13,077 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $327,511 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,524 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELLING SERVICE CO LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST PRATT STREET STE 1520 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PARTNERSHIP BRANDING AND LEADERSHIP DEVE | ServicesDesc |
| Compensation | $108,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,475 | FundraisingAmt |
| All Other Contributions | $1,346,208 | AllOtherContributionsAmt |
| Noncash Contributions | $56,073 | NoncashContributionsAmt |
| Total Contributions | $1,349,683 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $753,135 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,694 | UnrelatedBusinessRevenueAmt |
| Exclusion | $747,441 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,207,619 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,776,535 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $431,084 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $431,084 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $192,522 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,475 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $85,240 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,282 | TotalRevenueColumnAmt |
| Exclusion | $107,282 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FUND MANAGEMENT | 900099 | $141,218 | $141,218 |
| PMF COST RECOVERY | 900099 | $57,204 | $57,204 |
| OTHER INCOME | 900099 | $17,414 | $17,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $215,836 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,857,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $646,920 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,694 | UnrelatedBusinessRevenueAmt |
| Exclusion | $854,723 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,760 | TotalAmt |
| Program Services | $5,760 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,865 | TotalAmt |
| Management And General | $202,948 | ManagementAndGeneralAmt |
| Fundraising | $42,917 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,438,930 | TotalAmt |
| Program Services | $2,154,569 | ProgramServicesAmt |
| Fundraising | $284,361 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,445 | TotalAmt |
| Program Services | $834,876 | ProgramServicesAmt |
| Management And General | $42,306 | ManagementAndGeneralAmt |
| Fundraising | $60,263 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
| Fundraising | $54,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,400 | TotalAmt |
| Program Services | $198,422 | ProgramServicesAmt |
| Management And General | $63,978 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,031 | TotalAmt |
| Program Services | $23,379 | ProgramServicesAmt |
| Management And General | $32,652 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,984 | TotalAmt |
| Program Services | $28,227 | ProgramServicesAmt |
| Management And General | $14,282 | ManagementAndGeneralAmt |
| Fundraising | $475 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,196 | TotalAmt |
| Program Services | $115,739 | ProgramServicesAmt |
| Management And General | $1,360 | ManagementAndGeneralAmt |
| Fundraising | $97 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,007 | TotalAmt |
| Program Services | $40,865 | ProgramServicesAmt |
| Management And General | $1,376 | ManagementAndGeneralAmt |
| Fundraising | $2,766 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191 | TotalAmt |
| Management And General | $191 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,275 | TotalAmt |
| Management And General | $31,275 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUSINESS DEVELOPMENT | $233,901 | $37,039 | $98,151 | $98,711 |
| RESEARCH SUPPLIES & EQU | $102,868 | $102,868 | ||
| OPERATIONS & MAINTENANC | $61,817 | $45,075 | $7,747 | $8,995 |
| DUES & SUBSCRIPTIONS | $38,170 | $26,214 | $9,284 | $2,672 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$290,076 | TotalAmt |
| Program Services | -$306,756 | ProgramServicesAmt |
| Management And General | $9,653 | ManagementAndGeneralAmt |
| Fundraising | $7,027 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,383,764 | TotalAmt |
| Program Services | $3,306,277 | ProgramServicesAmt |
| Management And General | $515,203 | ManagementAndGeneralAmt |
| Fundraising | $562,284 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,970 | BOYAmt |
| EOY | $101,641 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,940 | BOYAmt |
| EOY | $213,071 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,178,406 | BOYAmt |
| EOY | $3,432,417 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,569 | BOYAmt |
| EOY | $4,938 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,211 | BOYAmt |
| EOY | $7,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,334 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477 | BOYAmt |
| EOY | $286 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,708,910 | BOYAmt |
| EOY | $26,819,226 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,344,483 | BOYAmt |
| EOY | $30,579,380 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,866 | BOYAmt |
| EOY | $543,197 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,981,913 | BOYAmt |
| EOY | $7,893,427 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,373,779 | BOYAmt |
| EOY | $8,436,624 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,099,138 | BOYAmt |
| EOY | $1,787,246 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,190,761 | BOYAmt |
| EOY | $11,650,748 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,680,805 | BOYAmt |
| EOY | $8,704,762 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,970,704 | BOYAmt |
| EOY | $22,142,756 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,344,483 | BOYAmt |
| EOY | $30,579,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,526,744 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $79,592 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $619,204 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,044,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,138,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,188,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,865,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,349,683 | CurrentTaxYearAmt |
| Total | $15,586,291 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,044,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,138,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,188,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,865,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,349,683 | CurrentTaxYearAmt |
| Total | $15,586,291 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,951,168 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,635,123 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $665,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $606,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $913,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,104,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,184,219 | CurrentTaxYearAmt |
| Total | $4,473,817 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $342,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $213,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,836 | CurrentTaxYearAmt |
| Total | $1,270,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,330,316 | TotalSupportAmt |
| Public Support CY170 | 0.40480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,427,865 | BeginningYearBalanceAmt |
| Contributions | $355,891 | ContributionsAmt |
| Investment Earnings Or Losses | $132,781 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,166,585 | OtherExpendituresAmt |
| End Year Balance | $11,749,952 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,221,385 | BeginningYearBalanceAmt |
| Contributions | $344,862 | ContributionsAmt |
| Investment Earnings Or Losses | $1,624,236 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $762,618 | OtherExpendituresAmt |
| End Year Balance | $12,427,865 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,492,083 | BeginningYearBalanceAmt |
| Contributions | $350,100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,524,427 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,145,225 | OtherExpendituresAmt |
| End Year Balance | $11,221,385 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,482,402 | BeginningYearBalanceAmt |
| Contributions | $226,025 | ContributionsAmt |
| Investment Earnings Or Losses | $40,613 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,256,957 | OtherExpendituresAmt |
| End Year Balance | $10,492,083 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,333,620 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,160,512 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,111,720 | OtherExpendituresAmt |
| End Year Balance | $11,482,402 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,334 | DepreciationAmt |
| Book Value | $286 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $286 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT SECURITIES-RESTRICTED | $25,472,338 | F |
| ANNUITY HELD BY RABBI TRUST | $770,572 | F |
| BENEFICIAL INTEREST IN LEAD TRUST | $576,316 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,819,226 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD IN CUSTODY | $7,122,231 |
| OTHER LIABILITES | $624 |
| RETIREMENT OBLIGATION | $770,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,893,427 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,992,376 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$814,330 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $16,745 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $42,444 | OtherRevenueAmt |
| Revenue Not Reported | -$755,141 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,747,517 | RevenueSubtotalAmt |
| Other Revenues Not Included | $109,503 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $109,503 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,857,020 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,486,483 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $16,745 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $85,974 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $102,719 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,383,764 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,383,764 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION MANAGES ENDOWED CHAIRS AND ENDOWED PROFESSORSHIPS UNDER THE LOUISIANA BOARD OF REGENTS EMINENT SCHOLARS PROGRAM AND THE ENDOWED PROFESSORSHIPS PROGRAM FOR THE BENEFIT OF THE PENNINGTON BIOMEDICAL RESEARCH CENTER. THESE ENDOWMENTS ARE CREATED BY PRIVATE DONATIONS TO THE FOUNDATION THAT EQUAL 60% OF THE ENDOWMENT MATCHED BY 40% FROM THE REGENTS. ENDOWMENT SPENDING IS PROVIDED EACH YEAR TO THE PENNINGTON BIOMEDICAL RESEARCH CENTER FOR USE BY THE CHAIR/PROFESSORSHIP HOLDERS FOR SALARY SUPPLEMENTS, RESEARCH EQUIPMENT, RESEARCH SUPPLIES, AND OTHER PROGRAM RELATED EXPENDITURES. |
| PART X, LINE 2: | THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE GUIDANCE INCLUDED IN THE ACCOUNTING STANDARDS CODIFICATION (ASC). THE FOUNDATION RECOGNIZES THE EFFECT OFINCOME TAX POSITIONS ONLY IF THE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE RECORDED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN THE RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE FOUNDATION HAS EVALUATED ITS POSITION REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS AT JUNE 30, 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES INCLUDED IN REVENUE 85,240. CHANGE IN VALUE OF SPLIT INTEREST TRUSTS -42,796. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BRAY RABBI TRUST INTEREST INCOME 109,503. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES INCLUDED IN REVENUE 85,240. PENNINGTON DISCOVERIES MGT PORTION 203. TAX DEPRECIATION 531. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELLING SERVICE CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 27462 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100877462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROSPECT RESEARCH AND PROFESSIONAL ADVISORY SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $54,000 | RetainedByContractorAmt |
| Net To Organization | -$54,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $54,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$54,000 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE ANSWER | Event1Nm |
| Gross Receipts Event1 | $195,997 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $192,522 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,025 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $14,995 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $17,598 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $51,622 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $195,997 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,475 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $192,522 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,025 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $14,995 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $17,598 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $51,622 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,240 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $107,282 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | COMMUNITY COUNSELLING SERVICE PROVIDES VARIOUS GENERAL PLANNING, ADVICE, AND CONSULTING SERVICES FOR THE ORGANIZATION. THESE SERVICES ARE NOT DIRECTLY CONNECTED TO A SPECIFIC FUNDRAISING CAMPAIGN. FURTHER, CONSULTANT DOES NOT SOLICIT, NOR DOES IT RECEIVE FUNDS ON BEHALF OF THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER G WINSTEAD | PersonNm |
| Title | PRESIDENT/CEO (UNTIL 12/31/2014) | TitleTxt |
| Base Compensation Filing Org | $183,494 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,175 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,272 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $193,941 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | MEMBERSHIP TO A SOCIAL CLUB FOR THE CHIEF EXECUTIVE OFFICER IS USED 100% FOR PENNINGTON BIOMEDICAL RESEARCH FOUNDATION AND CENTER BUSINESS. THERE IS NO PERSONAL USE INVOLVED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,959 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,876 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (46 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TOUR STADIUMS, SIDELINE PASSES, AUTOGRAPHED LSU MEMORABILIA | 1 | $5,700 | FAIR MARKET VALUE |
| Yes (X) | 2 ISSUE (DOC'S DASH AD), 500 - 1000 ISSUES FOR RACE PACKETS | 1 | $3,500 | FAIR MARKET VALUE |
| Yes (X) | A PRIVATE SCREENING PARTY FOR 21 PEOPLE | 1 | $2,000 | FAIR MARKET VALUE |
| Yes (X) | A FOUR-NIGHT RENTAL OF SEASPRAY CONDO ON PERDIDO KEY, FL | 1 | $1,265 | FAIR MARKET VALUE |
| Yes (X) | TENT BOOTH WITH POST-RACE STRETCHING SERVICES & KOOZIES | 1 | $1,204 | FAIR MARKET VALUE |
| Yes (X) | WINE GLASSES;CRYSTAL WINE CHILLER; ZAMIA CHEESEBOARD & PLATE KNIFE | 1 | $1,000 | FAIR MARKET VALUE |
| Yes (X) | A ROUND OF GOLF FOR FOUR AT UNIVERSITY CLUB PLANTATION | 1 | $800 | FAIR MARKET VALUE |
| Yes (X) | 30-WALKIE TALKIES (2-WAY RADIOS), 30-REMOTE MICROPHONES | 1 | $776 | FAIR MARKET VALUE |
| Yes (X) | A YETI HOPPER 20QT COOLER AND A STEALTH KAYAK | 1 | $750 | FAIR MARKET VALUE |
| Yes (X) | FARMING BOOTH IN KID ZONE - SEEDS, CUPS, SOIL AND EDUCATION ON FARMING | 1 | $600 | FAIR MARKET VALUE |
| Yes (X) | A TWO-NIGHT HOTEL STAY AND DINNER FOR TWO AT BESH STEAK | 1 | $550 | FAIR MARKET VALUE |
| Yes (X) | PRIVATE TRAINING PACKAGE - 6 SESSIONS | 1 | $495 | FAIR MARKET VALUE |
| Yes (X) | 500 NAMEBADGE LANYARDS | 1 | $483 | FAIR MARKET VALUE |
| Yes (X) | GIFT CERTIFICATES - GROCERY STORE TOUR & 7-DAY MENU MAKEOVER | 1 | $465 | FAIR MARKET VALUE |
| Yes (X) | 1000 SUN SCREEN PACKETS FOR DOC'S DASH RACE PACKET | 1 | $450 | FAIR MARKET VALUE |
| Yes (X) | GLOVES, HAND WRAPS, AND 1-MONTH GYM MEMBERSHIP | 1 | $300 | FAIR MARKET VALUE |
| Yes (X) | BREC ON THE GEAUX | 1 | $300 | FAIR MARKET VALUE |
| Yes (X) | 10 $15 GIFT CERTIFICATES AND 500 RACE BIBS | 1 | $275 | FAIR MARKET VALUE |
| Yes (X) | FIVE $50 GIFT CARDS | 1 | $250 | FAIR MARKET VALUE |
| Yes (X) | 7-DAY PASSES TO SPECTRUM, 1-MILE FUN RUN RACE WARMUP | 1 | $245 | FAIR MARKET VALUE |
| Yes (X) | 1-PAIR OF MALE ATHLETIC SHOES & 1-PAIR OF FEMALE ATHLETIC SHOES | 1 | $240 | FAIR MARKET VALUE |
| Yes (X) | 20 LARGE CARDBOARD TRASH CONTAINERS | 1 | $225 | FAIR MARKET VALUE |
| Yes (X) | 2-LB HAND WEIGHTS, 100 CHEESECURLS, AND 100 LEMON COOLER COOKIES | 1 | $200 | FAIR MARKET VALUE |
| Yes (X) | TEN $20 GIFT CARDS | 1 | $200 | FAIR MARKET VALUE |
| Yes (X) | A GIFT CERTIFICATE FOR A HAIR COLOR AND HIGHLIGHT | 1 | $185 | FAIR MARKET VALUE |
| Yes (X) | VOLUNTEER T-SHIRTS | 1 | $160 | FAIR MARKET VALUE |
| Yes (X) | A LUX SIGNATURE FACIAL AND A 60-MINUTE THERAPEUTIC MASSAGE | 1 | $150 | FAIR MARKET VALUE |
| Yes (X) | A SILK ORCHID PLANT | 1 | $110 | FAIR MARKET VALUE |
| Yes (X) | TWO $50 GIFT CERTIFICATES | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | $100.00 GIFT CERTIFICATE FOR KENDRA SCOTT JEWLERY BAR | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | ELTA PRODUCTS BASKET | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | TWO $50 GIFT CARDS | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | PRINTED INVITATIONS | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | TWO $50 GIFT CARDS | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | FOUR TIKI TUBING PASSES FOR A 4-HOUR TUBING FLOAT DOWN THE AMITE RIVER | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | TWO $50 GIFT CARDS | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | TWO $50 GIFT CARDS | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | $100 GIFT CARD REDEEMABLE AT THE SALON | 1 | $100 | FAIR MARKET VALUE |
| Yes (X) | 1-MONTH FREE GIFT CARD TO STROLLER FIT & FREE STROLLFIT CLASSES | 1 | $75 | FAIR MARKET VALUE |
| Yes (X) | A BEACH BAG AND HAT | 1 | $75 | FAIR MARKET VALUE |
| Yes (X) | $50 GIFT CARD; ACKNOWLEDGED WITH PREVIOUS GIFT | 1 | $50 | FAIR MARKET VALUE |
| Yes (X) | TWO $25 GIFT CERTIFICATES | 1 | $50 | FAIR MARKET VALUE |
| Yes (X) | YMCA TO SPONSOR 5K ZUMBA WARMUP | 1 | $35 | FAIR MARKET VALUE |
| Yes (X) | "COTTON FEELS ROTTEN" BOOK AND COTTON DOG | 1 | $30 | FAIR MARKET VALUE |
| Yes (X) | $25 GIFT CARD | 1 | $25 | FAIR MARKET VALUE |
| Yes (X) | AN "EXTRA EXTRA READ ALL ABOUT IT" COOKBOOK | 1 | $20 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KEVIN P. REILLY, JR., JAMES R. MCILWAIN, AND C. BRENT MCCOY HAVE A BUSINESS RELATIONSHIP. GEORGE D. NELSON, JR. AND JOHN B. NOLAND HAVE A BUSINESS RELATIONSHIP. LEROY HARVEY AND FRAN HARVEY ARE RELATED BY MARRIAGE. BOTH ARE NON-VOTING EX-OFFICIO DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE-AUDIT COMMITTEE HAS REVIEWED FORM 990. A COPY OF THE RETURN WAS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPON ELECTION OR APPOINTMENT, EACH OFFICER AND DIRECTOR IS TO MAKE A WRITTEN DISCLOSURE OF INTERESTS, MEMBERSHIPS, RELATIONSHIPS, ARRANGEMENTS, INVESTMENTS AND HOLDINGS THAT POTENTIALLY COULD RESULT IN A MATERIAL CONFLICT BETWEEN THEIR OR THEIR FAMILY'S PERSONAL, PROFESSIONAL OR BUSINESS INTERESTS, AND THOSE OF THE FOUNDATION. IN THE COURSE OF A FOUNDATION MEETING OR ACTIVITY, AN OFFICER OR DIRECTOR IS TO DISCLOSE ANY DIRECT OR INDIRECT INTEREST IN A TRANSACTION OR DECISION THAT COULD POTENTIALLY BE A CONFLICT OF INTEREST. THE OFFICER OR DIRECTOR WILL RECUSE HIMSELF OR HERSELF FROM THE DISCUSSION AND A VOTE ON SUCH A MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE FOUNDATION REVIEWED THE COMPENSATION COMPARABILITY DATA FOR BOTH THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER. THE TYPES OF DATA RELIED UPON INCLUDED THE GUIDE STAR COMPENSATION SURVEY AND VARIOUS FORM 990 TAX RETURNS. THE EXECUTIVE COMMITTEE REPORTED ITS FINDINGS AND RECOMMENDATIONS FOR COMPENSATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVED THE RECOMMENDATION. SUBSTANTIATION OF THE DELIBERATION AND ACTION, INCLUDING THE PROCESS AND DATA USED, WERE DOCUMENTED IN WRITING AND IS MAINTAINED IN THE EMPLOYEE'S PERSONNEL FILE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE DOCUMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | PENNINGTON BIOMEDICAL RESEARCH FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILBLE TO THE PUBLIC THROUGH ITS OWN WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BOOK TO TAX DIFFERENCE -109,503. PRIOR YEAR ENHANCEMENT -749,197. UNREALIZED GAIN AND LOSS 1,477,888. ROUNDING 16. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PENNINGTON DISCOVERIES INC | |||||||||||
| 6400 PERKINS RD | BATON ROUGE | LA | 70808 | 721320321 | HOLDING COMPANY | LA | C | -$830 | $2,964 | 1.00000 | Yes (1) |
| PENNINGTON BIOMEDICAL RESEARCH FOUNDATION TRUST | |||||||||||
| 6400 PERKINS RD | BATON ROUGE | LA | 70808 | 726144525 | GRANTOR TRUST | LA | T | $109,503 | $770,572 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |