THE COLKER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE COLKER FAMILY FOUNDATION (EIN 23-2818637)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349102292
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T16:20:36-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE THIRD AVENUE SUITE 300 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232818637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ROBERT GRODINSKYTOM TOSCANICO-TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLK | BusinessNameControlTxt |
| Phone | 6106474901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BERWYN PARK 899 CASSAT ROAD NO | AddressLine1Txt |
| Address Line2 | 320 | AddressLine2Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F ESQUIRE ESQUIRE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6106474901 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER TAARICK | PreparerPersonNm |
| PTIN | P01437554 | PTIN |
| Phone | 9544626351 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,878,370 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $160,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,916 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,916 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $293,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,346 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $88 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $486,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $312,152 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,404 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,702 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,023 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,590 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,590 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $958 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $330 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,899 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $426,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,305 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,837 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,273 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,615 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $667,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,009,862 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,544,586 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $202,766 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $186,864 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $906,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,333,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,878,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $906,895 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,333,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $906,895 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,333,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $906,895 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,333,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $906,895 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $426,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,333,440 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,333,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.76833 SHS KINDER MORGAN INC | P | 2014-12-02 | 2014-12-02 | $32 | $32 | $0 | $0 |
| 25,000 SHS DIAGEO PLC | P | 2009-03-16 | 2014-01-15 | $25,000 | $27,766 | -$2,766 | -$2,766 |
| 2,000 SHS KINDER MORGAN ENERGY PARTNERS | P | 2001-07-09 | 2014-12-02 | $268,112 | $268,112 | $268,112 | |
| GNMA II PASS THRU | P | 2014-01-01 | 2014-12-31 | $551 | $551 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,346 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,124 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,492,290 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097919 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,532 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,356,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,468 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,356,666 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049731 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,254,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,042 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,116,991 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066287 | DistributionYr5Rt |
| Total Distribution | 0.336735 | TotalDistributionRt |
| Average Distribution | 0.067347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,681,174 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,222 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,046 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $116,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,899 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,691 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106474901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BERWYN PARK 899 CASSATT ROAD | AddressLine1Txt |
| Address Line2 | SUITE 320 | AddressLine2Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JEAN S COLKER | |||||||||
| 1 COMPASS ISLAND | FORT LAUDERDALE | FL | 33308 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| ROBERT S GRODINSKY | |||||||||
| 436 OLD YORK RD STE 10 | JENKINTOWN | PA | 19046 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| RANDALL COLKER | |||||||||
| 1 COMPASS ISLAND | FORT LAUDERDALE | FL | 33308 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| THOMAS F TOSCANI | |||||||||
| 400 BERWYN PARK 899 CASSATT SUITE | BERWYN | PA | 19312 | TRUSTEE | 1.00 | $0 | $0 | $0 | 320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,619,912 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,706,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,706,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,681,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,091 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,042 | IncomeTaxAmt |
| Total Tax | $8,133 | TotalTaxAmt |
| Distributable Before Adj | $75,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,926 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,899 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,899 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,899 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $65,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,973 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,207 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $65,234 | ExcessFromYear1Amt |
| Excess From Current Year | $8,973 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS F TOSCANI ESQUIRE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BERWYN PARK 899 CASSATT ROAD | AddressLine1Txt |
| Address Line2 | SUITE 320 | AddressLine2Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106474901 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIDS IN DISTRESS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 819 NE 26TH ST | AddressLine1Txt |
| City | WILTON MANORS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO HELP PREVENT CHILD ABUSE, PRESERVE THE FAMILY, AND TREAT CHILDREN WHO HAVE BEEN ABUSED. | GrantOrContributionPurposeTxt |
| Amt | $45,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,802 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,916 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,613 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $265,346 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| MISC. INCOME | 14 |
| EXCISE TAX REFUND | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,613 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $312,152 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,765 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEAN S COLKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 COMPASS ISLAND | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $160,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES - MCGLADREY LLP | CategoryTxt |
| Amt | $5,180 | Amt |
| Net Investment Income | $2,590 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,590 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO - CORPORATE BONDS (SEE ATTACHMENT A) | BondNm |
| EOY Book Value | $175,000 | EOYBookValueAmt |
| EOYFMV | $186,864 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO - CORPORATE STOCK (SEE ATTACHMENT A) | StockNm |
| EOY Book Value | $1,009,862 | EOYBookValueAmt |
| EOYFMV | $1,544,586 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,273 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,615 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - TOSCANI & LINDROS LLP | CategoryTxt |
| Legal Fees | $7,404 | LegalFeesAmt |
| Net Investment Income | $3,702 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,023 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 FROM KINDER MORGAN ENERGY PARTNERS | $8 | $8 | $0 |
| K-1 FROM SUSBURBAN PROPANE PARTNERS | $35 | $35 | $0 |
| MISCELLANEOUS EXPENSE | $573 | $287 | $286 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 FROM KINDER MORGAN ENERGY PARTNERS LP | $44 | $44 | $44 |
| K-1 FROM SUBURBAN PROPANE PARTNERS | $44 | $44 | $44 |
| K-1 FROM SUBURBAN PROPANE PARTNERS (UBTI) | $1,961 | $0 | $1,961 |
| K-1 FROM KINDER MORGAN ENERGY PARTNERS LP (UBTI) | $12,652 | $0 | $12,652 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $958 | $958 | $0 |
| EXCISE TAX | $1,062 | $0 | $0 |