STRATEGY STUDIO / PUBLIC DATA EXPLORER

EDWARDS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EDWARDS FAMILY CHARITABLE FOUNDATION (EIN 46-1342894)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-09
IRS object ID
201503139349100420
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-09T10:10:24-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Vieira & Associates CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Grant Ave Ste 106AddressLine1Txt
CityEndicottCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461342894EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARDS FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone5707272977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1334 KING HILL RDAddressLine1Txt
CitySTARUCCACityNm
State AbbreviationPAStateAbbreviationCd
ZIP18462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE M EDWARDSPersonNm
Person TitleDirectorPersonTitleTxt
Signature2015-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN B BURTIS CPAPreparerPersonNm
PTINP00078865PTIN
Phone6077231272PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,252FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,713DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,713DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,713DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$32NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,800GrossSalesPriceAmt
Total Rev And Expnss$3,681TotalRevAndExpnssAmt
Total Net Invst Incm$3,713TotalNetInvstIncmAmt
Total Adj Net Incm$3,713TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$413AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$439OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,414TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$599TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,414TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$599TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,733ExcessRevenueOverExpensesAmt
Net Investment Income$3,114NetInvestmentIncomeAmt
Adjusted Net Income$3,713AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,333SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$123SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$123SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$51,781OtherInvestmentsBOYAmt
Other Investments EOY$51,649OtherInvestmentsEOYAmt
Other Investments EOYFMV$53,094OtherInvestmentsEOYFMVAmt
Other Assets BOY$5,438OtherAssetsBOYAmt
Other Assets EOY$5,035OtherAssetsEOYAmt
Other Assets EOYFMV$5,035OtherAssetsEOYFMVAmt
Total Assets BOY$59,552TotalAssetsBOYAmt
Total Assets EOY$56,807TotalAssetsEOYAmt
Total Assets EOYFMV$58,252TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$59,552UnrestrictedBOYAmt
Unrestricted EOY$56,807UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$59,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$59,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,733ExcessRevenueOverExpensesAmt
Subtotal$56,819SubtotalAmt
Other Decreases$12OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$32CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$62InvestmentIncomeExciseTaxAmt
Subtotal$62SubtotalAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Tax Due$62TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRUCE M EDWARDSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5707272977PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1334 KING HILL RDAddressLine1Txt
CitySTARRUCCACityNm
State AbbreviationPAStateAbbreviationCd
ZIP18462ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRUCE M EDWARDSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1334 KING HILL RDAddressLine1Txt
CitySTARRUCCACityNm
State AbbreviationPAStateAbbreviationCd
ZIP18462ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,659AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,814AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$58,473TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$58,473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$877CashDeemedCharitableAmt
Net Vl Noncharitable Assets$57,596NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,880MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,880MinimumInvestmentReturnAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Total Tax$62TotalTaxAmt
Distributable Before Adj$2,818DistributableBeforeAdjAmt
Distributable Before Ded$2,818DistributableBeforeDedAmt
Distributable As Adjusted$2,818DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,000ExpensesAndContributionsAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,818DistributableAsAdjustedAmt
Undistributed Income PY$2,734UndistributedIncomePYAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt
Applied To Year1$2,734AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,266AppliedToCurrentYearAmt
Undistributed Income CY$552UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE M EDWARDSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEDWARDS FAMILY CHARITABLE FOUNDATIORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1334 KING HILL RDAddressLine1Txt
CitySTARUCCACityNm
State AbbreviationPAStateAbbreviationCd
ZIP18462ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5707272977RecipientPhoneNum
Form And Info And MaterialsALL REQUESTS SHOULD BE WRITTEN.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS IN THE NORTHERN TIER OF PENNSYLVANIA AND THE SOUTHERN TIER OF NEW YORK.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonOTSCHODELA COUNCIL-BOY SCOUTS OF AMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16134 NY-23AddressLine1Txt
CityONEONTACityNm
State AbbreviationNYStateAbbreviationCd
ZIP13820ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO COVER COSTS OF NEW BUILDING.GrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,713ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$32RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,713ExclusionAmt
Related Or Exempt Function Incm-$32RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,681TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryaccountingCategoryTxt
Amt$825Amt
Net Investment Income$413NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesORGANIZATIONAL COSTSAmortizedExpensesDesc
Acquired Completed Or Expended2012-12-31AcquiredCompletedOrExpendedDt
Amortized$6,042AmortizedAmt
Deduction For Prior Years$604DeductionForPriorYearsAmt
Amortization Period15.0000AmortizationPeriodRt
Current Year Amortization$403CurrentYearAmortizationAmt
Total Amortization$1,007TotalAmortizationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNet Intangible AssetsDesc
BOY Book Value$5,438BOYBookValueAmt
EOY Book Value$5,035EOYBookValueAmt
EOYFMV$5,035EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$12Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Amortization$403
FILING FEES$36$36

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryANNUAL ACCOUNT FEESCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt