EDWARDS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS FAMILY CHARITABLE FOUNDATION (EIN 46-1342894)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-11
- IRS object ID
- 201303459349100500
- Schema version
- 2012v2.0
- 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
- Amortization Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-11T08:00:58-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vieira & Associates CPAs PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Grant Ave Ste 106 | AddressLine1 |
| City | Endicott | City |
| State | NY | State |
| ZIP Code | 13760 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461342894 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDWA | NameControl |
| Phone | 5707272977 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 KING HILL RD | AddressLine1 |
| City | STARUCCA | City |
| State | PA | State |
| ZIP Code | 18462 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE M EDWARDS | Name |
| Title | Director | Title |
| Date Signed | 2013-12-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN B BURTIS CPA | Name |
| PTIN | P00078865 | PTIN |
| Phone | 6077231272 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 55680 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 56042 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 33 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 33 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 56075 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 33 | TotalAdjustedNetIncome |
| Other Prof Fees Rev And Expnss | 150 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 150 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 201 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 351 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 351 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 55724 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 33 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1 | CashEOY |
| Cash EOYFMV | 1 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 18352 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18352 | SavingsAndTempCashInvstEOYFMV |
| Investments Other EOY | 31530 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 31486 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 5841 | OtherAssetsEOY |
| Other Assets EOYFMV | 5841 | OtherAssetsEOYFMV |
| Total Assets EOY | 55724 | TotalAssetsEOY |
| Total Assets EOYFMV | 55680 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted EOY | 55724 | UnrestrictedEOY |
| Total Net Assets EOY | 55724 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 55724 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Of Revenue Over Expenses | 55724 | ExcessOfRevenueOverExpenses |
| Subtotal | 55724 | Subtotal |
| Total Net Assets Fund Balances EOY | 55724 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE M EDWARDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5707272977 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 KING HILL RD | AddressLine1 |
| City | STARRUCCA | City |
| State | PA | State |
| ZIP Code | 18462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRUCE M EDWARDS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 KING HILL RD | AddressLine1 |
| City | STARRUCCA | City |
| State | PA | State |
| ZIP Code | 18462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15621 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28201 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 43822 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 43822 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 657 | CashDeemedCharitable |
| Net Noncharitable Assets | 43165 | NetNoncharitableAssets |
| Minimum Investment Return | 2158 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2158 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 2158 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2158 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2158 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2158 | DistributableAmountAsAdjusted |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Undistributed Income CY | 2158 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE M EDWARDS | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EDWARDS FAMILY CHARITABLE FOUNDATIO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 KING HILL RD | AddressLine1 |
| City | STARUCCA | City |
| State | PA | State |
| ZIP Code | 18462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5707272977 | RecipientPhoneNumber |
| Form And Info And Materials | ALL REQUESTS SHOULD BE WRITTEN. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | ORGANIZATIONS IN THE NORTHERN TIER OF PENNSYLVANIA AND THE SOUTHERN TIER OF NEW YORK. | RestrictionsOnAwards |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | ORGANIZATIONAL COSTS | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2012-12-31 | DateAcquiredCompletedExpended |
| Amount Amortized | 6042 | AmountAmortized |
| Amortization Period | 15.0000 | AmortizationPeriod |
| Current Year Amortization | 201 | CurrentYearAmortization |
| Total Amount Of Amortization | 201 | TotalAmountOfAmortization |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| WELLS FARGO ABSOLUTE RETURN FD | AT COST | 5000 | 4948 |
| PIMCO ALL ASSET ALL AUTHORITY FD | AT COST | 5026 | 4687 |
| LOOMIS SAYLES GLOBAL EQUITY & INCOME FD | AT COST | 3500 | 3462 |
| JP MORGAN VALUE ADVANTAGE FUND | AT COST | 3000 | 3198 |
| JANUS BALANCED FUND | AT COST | 3504 | 3597 |
| IVY ASSET STATEGY FUND | AT COST | 3000 | 2990 |
| FIDELITY ADVISOR NEW INSIGHTS | AT COST | 3500 | 3659 |
| BLACKROCK GLOBAL ALLOCATION | AT COST | 5000 | 4945 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Intangible Assets | Description |
| EOY Book Value | 5841 | EOYBookValue |
| EOYFMV | 5841 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Amortization | Description |
| Revenue And Expenses Per Books | 201 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT SET-UP FEES | Category |
| Amount | $150 | Amount |
| Net Investment Income | 150 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |