THE ARTHUR AND GAIL PASQUARELLA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ARTHUR AND GAIL PASQUARELLA FAMILY FOUNDATION (EIN 20-8071773)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349102308
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:46:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231130381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRADLEY RONON STEVENS & YOUNG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VALLEY STREAM PARKWAY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208071773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARTHUR AND GAIL PASQUARELLA | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 6106405800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CODJWINKOWSKI30 VALLEY STREAM PKY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR PASQUARELLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106405800 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARTHUR | PersonFirstNm |
| Person Last | PASQUARELLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J WINKOWSKI | PreparerPersonNm |
| PTIN | P01220305 | PTIN |
| Phone | 6106405800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,845,138 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,978 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,978 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,504,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,107,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,698 | 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 | $14,217 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,217 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $42,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,157 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,433 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,433 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $908,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $452,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,343,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,343,223 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,620,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,621,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,501,915 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,056,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,965,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,845,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $5,056,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,965,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,056,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,965,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,056,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,965,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,056,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $908,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,965,138 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,965,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (93 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 71 SHARES AMGEN INC | P | 2023-01-12 | $19,191 | $16,400 | $2,791 | $2,791 |
| 245 SHARES MONDELEZ INTERNATIONAL INC | P | 2023-01-12 | $16,346 | $16,489 | -$143 | -$143 |
| 28 SHARES WALT DISNEY CO | P | 2023-01-13 | $2,775 | $4,492 | -$1,717 | -$1,717 |
| 10 SHARES UNITED PARCEL SVC INC | P | 2023-01-13 | $1,820 | $1,532 | $288 | $288 |
| 29 SHARES APPLE INC | P | 2023-01-23 | $4,115 | $3,122 | $993 | $993 |
| 25 SHARES APPLE INC | P | 2023-01-30 | $3,590 | $2,692 | $898 | $898 |
| 26 SHARES WALT DISNEY CO | P | 2023-02-08 | $2,925 | $4,171 | -$1,246 | -$1,246 |
| 91 SHARES INTEL INC | P | 2023-02-09 | $2,556 | $4,585 | -$2,029 | -$2,029 |
| 69 SHARES AMERICAN INTERNATIONAL GROUP INC | P | 2023-03-08 | $3,960 | $3,257 | $703 | $703 |
| 553 SHARES BANK OF AMERICA CORP | P | 2023-03-09 | $17,148 | $19,856 | -$2,708 | -$2,708 |
| 37 SHARES METLIFE | P | 2023-03-10 | $2,327 | $1,930 | $397 | $397 |
| 40 SHARES AMERICAN INTERNATIONAL GROUP INC | P | 2023-03-10 | $2,158 | $1,888 | $270 | $270 |
| 375 SHARES BANK OF AMERICA CORP | P | 2023-03-13 | $10,965 | $13,075 | -$2,110 | -$2,110 |
| 51 SHARES ADOBE INC | P | 2023-03-14 | $16,994 | $20,625 | -$3,631 | -$3,631 |
| 418 SHARES ALPHABET INC CLASS C | P | 2023-03-15 | $19,625 | $18,120 | $1,505 | $1,505 |
| US TREASURY BILL | P | 2023-03-28 | $1,000,000 | $988,567 | $11,433 | $11,433 |
| 7 SHARES LENNAR CORP | P | 2023-03-29 | $712 | $528 | $184 | $184 |
| 32 SHARES MICROSOFT CORP | P | 2023-09-29 | $8,934 | $7,021 | $1,913 | $1,913 |
| 121 SHARES PAYPAL HOLDINGS INC | P | 2023-03-29 | $8,929 | $17,249 | -$8,320 | -$8,320 |
| 42 SHARES MONDELEZ INTERNATIONAL INC | P | 2023-04-10 | $2,946 | $2,399 | $547 | $547 |
| 13 SHARES PROCTER & GAMBLE | P | 2023-04-10 | $1,950 | $1,645 | $305 | $305 |
| 42 SHARES CISCO SYSTEMS INC | P | 2023-04-19 | $2,021 | $2,175 | -$154 | -$154 |
| 23 SHARES UNITED PARCEL SVC INC | P | 2023-05-23 | $3,934 | $3,523 | $411 | $411 |
| 26 SHARES SAP AG | P | 2023-05-23 | $3,391 | $2,343 | $1,048 | $1,048 |
| 4 SHARES BROADCOM INC | P | 2023-05-26 | $3,157 | $1,602 | $1,555 | $1,555 |
| 54 SHARES ORACLE CORPORATION | P | 2023-05-26 | $5,639 | $3,606 | $2,033 | $2,033 |
| 32 SHARES VERIZON COMMUNICATIONS | P | 2023-06-06 | $1,110 | $1,792 | -$682 | -$682 |
| 15 SHARES APPLE INC | P | 2023-06-08 | $2,696 | $1,615 | $1,081 | $1,081 |
| 3 SHARES MASTERCARD INC | P | 2023-06-12 | $1,119 | $904 | $215 | $215 |
| 30 SHARES MICROSOFT CORP | P | 2023-06-12 | $9,826 | $6,582 | $3,244 | $3,244 |
| 48 SHARES MICROSOFT CORP | P | 2023-06-15 | $16,561 | $10,531 | $6,030 | $6,030 |
| 84 SHARES SALESFORCE INC | P | 2023-06-23 | $17,524 | $16,931 | $593 | $593 |
| 26 SHARES GARTER INC | P | 2023-06-28 | $8,793 | $4,921 | $3,872 | $3,872 |
| 79 SHARES AUTODESK INC | P | 2023-06-28 | $16,323 | $20,037 | -$3,714 | -$3,714 |
| 15 SHARES APPLE INC | P | 2023-06-30 | $2,677 | $1,615 | $1,062 | $1,062 |
| 25 SHARES APPLE INC | P | 2023-07-07 | $4,808 | $2,692 | $2,116 | $2,116 |
| 37 SHARES RAYTHEON TEHCNOLOGIES CORP | P | 2023-07-07 | $3,637 | $2,836 | $801 | $801 |
| 443 SHARES TRUIST FINANCIAL CORP | P | 2023-07-10 | $14,260 | $22,755 | -$8,495 | -$8,495 |
| 28 SHARES RAYTHEON TECHNOLOGIES CORP | P | 2023-07-11 | $2,720 | $2,146 | $574 | $574 |
| 15 SHARES APPLE INC | P | 2023-07-14 | $2,847 | $1,615 | $1,232 | $1,232 |
| 200 SHARES AMAZON.COM INC | P | 2023-07-14 | $27,018 | $33,534 | -$6,516 | -$6,516 |
| 16 SHARES APPLE INC | P | 2023-07-21 | $3,076 | $1,723 | $1,353 | $1,353 |
| 32 SHARES AMERICAN INTERNATIONAL GROUP INC | P | 2023-07-31 | $1,926 | $1,510 | $416 | $416 |
| 7 SHARES JOHNSON & JOHNSON | P | 2023-08-22 | $1,166 | $1,106 | $60 | $60 |
| 18 SHARES RTX CORPORATION | P | 2023-08-22 | $1,540 | $1,380 | $160 | $160 |
| 6 SHARES JOHNSON & JOHNSON | P | 2023-08-31 | $973 | $948 | $25 | $25 |
| 14 SHARES RTX CORPORATION | P | 2023-08-31 | $1,209 | $1,073 | $136 | $136 |
| 6 SHARES JOHNSON & JOHNSON | P | 2023-09-06 | $950 | $948 | $2 | $2 |
| 11 SHARES RTX CORPORATION | P | 2023-09-06 | $919 | $843 | $76 | $76 |
| 11 SHARES JOHNSON & JOHNSON | P | 2023-09-07 | $1,764 | $1,735 | $29 | $29 |
| 15 SHARES RTX CORPORATION | P | 2023-09-07 | $1,263 | $1,150 | $113 | $113 |
| 171 SHARES VERIZON COMMUNICATIONS | P | 2023-09-07 | $5,870 | $9,574 | -$3,704 | -$3,704 |
| 20 SHARES RTX CORPORATION | P | 2023-09-08 | $1,661 | $1,533 | $128 | $128 |
| 32 SHARES VERIZON COMMUNICATIONS | P | 2023-09-08 | $1,068 | $1,792 | -$724 | -$724 |
| 58 SHARES VERIZON COMMUNICATIONS | P | 2023-09-11 | $1,973 | $3,247 | -$1,274 | -$1,274 |
| 37 SHARES VERIZON COMMUNICATIONS | P | 2023-09-13 | $1,256 | $2,071 | -$815 | -$815 |
| 38 SHARES VERIZON COMMUNICATIONS | P | 2023-09-14 | $1,298 | $2,127 | -$829 | -$829 |
| 271 SHARES DOCUSIGN INC | P | 2023-09-15 | $11,900 | $33,610 | -$21,710 | -$21,710 |
| 56 SHARES VERIZON COMMUNICATIONS | P | 2023-09-15 | $1,891 | $3,135 | -$1,244 | -$1,244 |
| 299 SHARES ACTIVISION BLIZZARD INC | P | 2023-09-22 | $28,079 | $23,156 | $4,923 | $4,923 |
| 11 SHARES APPLE INC | P | 2023-10-02 | $1,902 | $1,184 | $718 | $718 |
| 4 SHARES MASTERCARD INC | P | 2023-10-04 | $1,573 | $1,205 | $368 | $368 |
| 11 SHARES LINDE PLCE | P | 2023-10-05 | $4,062 | $2,649 | $1,413 | $1,413 |
| 7 SHARES MASTERCARD INC | P | 2023-10-05 | $2,748 | $2,108 | $640 | $640 |
| 2 SHARES LINDE PLC | P | 2023-10-09 | $744 | $482 | $262 | $262 |
| 8 SHARES MASTERCARD INC | P | 2023-10-09 | $3,143 | $2,410 | $733 | $733 |
| 10 SHARES PROCTER & GAMBLE | P | 2023-10-09 | $1,425 | $1,265 | $160 | $160 |
| 17 SHARES SAP AG | P | 2023-10-09 | $2,195 | $1,497 | $698 | $698 |
| 13 SHARES CHESAPEAKE ENERGY CORP | P | 2023-10-18 | $1,153 | $953 | $200 | $200 |
| 33 SHARES EQT CORP | P | 2023-10-18 | $1,436 | $862 | $574 | $574 |
| 58 SHARES WILLIAMS COMPANIES INC | P | 2023-10-18 | $2,057 | $1,370 | $687 | $687 |
| 2 SHARES BROADCOM INC | P | 2023-10-20 | $1,720 | $801 | $919 | $919 |
| 89 SHARES WILLIAMS COMPANIES INC | P | 2023-10-20 | $3,120 | $2,102 | $1,018 | $1,018 |
| 15 SHARES CHESAPEAKE ENERGY CORP | P | 2023-10-23 | $1,305 | $1,100 | $205 | $205 |
| 25 SHARES EQT CORPORATION | P | 2023-10-23 | $1,051 | $653 | $398 | $398 |
| 12 SHARES CHESAPEAKE ENERGY CORP | P | 2023-10-25 | $1,026 | $880 | $146 | $146 |
| 30 SHARES EQT CORPORATION | P | 2023-10-25 | $1,269 | $784 | $485 | $485 |
| 234 SHARES CINCINNATI FINANCIAL CORP | P | 2023-10-25 | $23,096 | $27,352 | -$4,256 | -$4,256 |
| 15 SHARES APPLE INC | P | 2023-10-26 | $2,497 | $1,615 | $882 | $882 |
| .33 FRACTIONAL SHARE VERALTO CORPORATION | P | 2023-10-31 | $24 | $83 | -$59 | -$59 |
| 13 SHARES CHESAPEAKE ENERGY CORP | P | 2023-11-06 | $1,123 | $953 | $170 | $170 |
| 31 SHARES EQT CORPORATION | P | 2023-11-06 | $1,320 | $810 | $510 | $510 |
| 10 SHARES CHESAPEAKE ENERGY CORP | P | 2023-11-08 | $820 | $733 | $87 | $87 |
| 17 SHARES EQT CORPORATION | P | 2023-11-08 | $687 | $444 | $243 | $243 |
| 14 SHARES CHESAPEAKE ENERGY CORP | P | 2023-11-10 | $1,098 | $1,026 | $72 | $72 |
| 27 SHARES EQT CORPORATION | P | 2023-11-10 | $1,055 | $706 | $349 | $349 |
| 8 SHARES RTX CORPORATIONQ | P | 2023-11-14 | $649 | $613 | $36 | $36 |
| 168 SHARES ILLUMINA INC | P | 2023-11-28 | $15,900 | $42,908 | -$27,008 | -$27,008 |
| 85 SHARES NETFLIX INC | P | 2023-12-04 | $38,441 | $40,291 | -$1,850 | -$1,850 |
| .80 FRACTIONAL SHARE COMMERCE BANCSHARES | P | 2023-12-20 | $43 | $52 | -$9 | -$9 |
| 16 SHARES CHESAPEAKE ENERGY CORP | P | 2023-12-22 | $1,236 | $1,198 | $38 | $38 |
| 53 SHARES PHILLIPS 66 | P | 2023-12-27 | $7,157 | $4,165 | $2,992 | $2,992 |
| 58 SHARES PHILLIPS 66 | P | 2023-12-29 | $7,714 | $4,558 | $3,156 | $3,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,527 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,527 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,417 | OverpaymentAmt |
| Applied To ES Tax | $1,417 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Individual With Books | DAVID J WINKOWSKI ESQUIRE | IndividualWithBooksNm |
| Phone | 4843231347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VALLEY STREAM PARKWAY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR P PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| AMANDA ROSE PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| JESSICA A PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| GAIL A PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | VICE PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| 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 |
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 | $4,320,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,247,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,567,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,567,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,484,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,110 | TotalTaxAmt |
| Distributable Before Adj | $273,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,107 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $172,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $309,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,045,362 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,383 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,609,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $133,107 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $133,107 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,476,568 | 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 | $38,896 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,437,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $309,927 | ExcessFromYear4Amt |
| Excess From Year2 | $1,045,362 | ExcessFromYear2Amt |
| Excess From Year1 | $82,383 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR P PASQUARELLA | ContributingManagerNm |
| Contributing Manager | GAIL A PASQUARELLA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| BETHESEDA PROJECT | ||||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | NA | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,500 | |
| BREATHING ROOM FOUNDATION INC | ||||||||
| 8310 BROOKSIDE ROAD | ELKINS PARK | PA | 19027 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| BUCKS COUNTY SPCA | ||||||||
| PO BOX 277 | LAHASKA | PA | 18931 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||||
| PO BOX 781352 | PHILADELPHIA | PA | 191781352 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,500 | |
| CITY OF ELDERLY LOVE | ||||||||
| PO BOX 359 | SKIPPACK | PA | 19474 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| ELMWOOD PARK ZOO | ||||||||
| 1661 HARDING BOULEVARD | NORRISTOWN | PA | 19401 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| FOOD CONNECT | ||||||||
| 2407 GRAYS FERRY AVE | PHILADELPHIA | PA | 19146 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,500 | |
| MONTGOMERY COUNTY SPCA | ||||||||
| 19 E RIDGE PIKE PO BOX 222 | CONSHOHOCKEN | PA | 19428 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $100,000 | |
| PHILADELPHIA BOYS CHOIR & CHORALE | ||||||||
| 1336 SPRING GARDEN STREET | PHILADELPHIA | PA | 19123 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| ROMAN CATHOLIC HIGH SCHOOL | ||||||||
| 301 N BROAD STREET | PHILADELPHIA | PA | 19107 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| ST MATTHEW'S HOUSE | ||||||||
| 2601 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| SALVATION ARMY HAWAII AND PACIFIC REGION | ||||||||
| 2950 MANOA ROAD | HONOLULU | HI | 96822 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,000 | |
| USO | ||||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,000 | |
| VISITATION BVM SCHOOL | ||||||||
| 190 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $5,000 | |
| PENNSYLVANIA SPCA | ||||||||
| 350 EAST ERIE AVENUE | PHILADELPHIA | PA | 19134 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $250 | |
| TABBY'S PLACE | ||||||||
| 1100 US-202 | RINGOS | NJ | 08551 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,000 | |
| MOUNT SAINT JOSEPH ACADEMY | ||||||||
| 120 WEST WISSAHICKON AVENUE | FLOURTOWN | PA | 19031 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $250 | |
| SHRINERS HOSPITAL OF PHILADELPHIA | ||||||||
| ATTN SHRINERS CHILDRENS PO BOX | ATLANTA | GA | 30394 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | 947765 |
| KATALUNA HORSE RESCUE | ||||||||
| 3807 324TH AVE SE | FALL CITY | WA | 98024 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| COLLIER COMMUNITY FOUNDATION | ||||||||
| 1110 PINE RIDGE ROAD STE 200 | NAPLES | FL | 34108 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| VFW | ||||||||
| PO BOX 8958 | TOPEKA | KS | 666088958 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| STREET TAILS ANIMAL RESCUE | ||||||||
| 1030 N 2ND STREET STE 401 | PHILADELPHIA | PA | 19123 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| BREATHING ROOM FOUNDATION INC | ||||||||
| 8310 BROOKSIDE ROAD | ELKINS PARK | PA | 19027 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | 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 | $9,978 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,720 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$31,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,422 | TotalIncomeProducingActyAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR & GAIL PASQUARELLA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DJWINKOWSKI 30 VALLEY STREAM PK | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (139 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $48,383 | $47,550 |
| ABBVIE CORP | $11,872 | $18,596 |
| ACCENTURE PLC | $46,746 | $56,497 |
| ADOBE SYSTEMS | $89,186 | $137,815 |
| AIRBNB INC | $58,075 | $52,822 |
| ALCON INC | $24,110 | $26,717 |
| ALIGN TECHNOLOGY | $19,372 | $12,604 |
| ALPHABET INC CLASS C | $63,797 | $97,242 |
| AMAZON.COM INC | $174,664 | $209,221 |
| AMERICAN INTL GROUP INC. | $8,637 | $12,398 |
| AMERICAN TOWER REIT | $26,478 | $28,280 |
| AMERIPRISE FINL INC | $25,130 | $41,401 |
| AMGEN INC | $29,511 | $34,850 |
| AMGEN INC. | $5,899 | $11,521 |
| ANALOG DEVICES INC | $2,184 | $5,957 |
| ANSYS INC | $27,215 | $41,005 |
| APOLLO GLOBAL MANAGEMENT INC | $29,823 | $52,746 |
| APPLE INC | $17,227 | $30,805 |
| ASTRAZENECA | $15,491 | $15,491 |
| AT&T INC | $30,124 | $20,388 |
| ATMOS ENERGY CORP | $28,801 | $30,366 |
| AUTODESK INC | $65,466 | $76,453 |
| AUTOMATIC DATA PROCESSING INC | $5,055 | $11,649 |
| AVALONBAY COMMUNITIES INC | $22,380 | $24,713 |
| BANK OF AMERICA CORP | $4,496 | $6,734 |
| BECTON DICKINSON & CO | $35,008 | $36,087 |
| BLACKSTONE GROUP INC | $24,215 | $36,134 |
| BROADCOM INC | $11,090 | $29,023 |
| CAPITAL ONE FINANCIAL CORP | $43,871 | $57,037 |
| CHESAPEAKE ENERGY CORP | $5,390 | $4,693 |
| CHEVRON CORP | $14,306 | $18,198 |
| CISCO SYS INC | $15,937 | $16,015 |
| CISCO SYS INC | $22,644 | $24,957 |
| COCA COLA INC | $50,764 | $54,157 |
| COCA COLA INC | $12,866 | $14,674 |
| COCA COLA INC | $2,084 | $2,947 |
| COMCAST CORP | $45,481 | $41,964 |
| COMMERCE BANCSHARES INC | $17,339 | $14,314 |
| CONOCOPHILLIPS | $3,119 | $6,964 |
| CONSTELLATION BRANDS INC | $21,524 | $23,933 |
| CORTEVA INC | $39,319 | $36,755 |
| COTERRA ENERGY INC | $29,861 | $30,445 |
| CROWN CASTLE INTERNATIONAL | $28,676 | $19,697 |
| CULLEN FROST BANKERS INC | $21,241 | $19,854 |
| DANAHER CORP | $23,332 | $31,462 |
| DIAGEO PLC | $23,933 | $20,392 |
| ECOLAB INC | $26,174 | $28,959 |
| EDISON INTERNATIONAL | $20,548 | $22,591 |
| ELI LILLY & CO | $13,144 | $12,824 |
| ENBRIDGE INC | $38,963 | $37,317 |
| EQT CORPORATION | $4,904 | $6,070 |
| EQUITY LIFESTYLES PROPERTIES INC | $23,665 | $24,266 |
| EXXON MOBIL CORP | $6,329 | $6,999 |
| EXXON MOBIL CORP | $14,355 | $12,897 |
| FREEPORT MCMORAN INC | $8,814 | $13,069 |
| GARTNER INC | $14,075 | $32,480 |
| GENERAL MOTORS COMPANY | $12,821 | $12,428 |
| GENL DYNAMICS CORP | $17,629 | $27,525 |
| GILEAD SCIENCES INC | $15,131 | $15,716 |
| HOME DEPOT INC | $22,906 | $26,684 |
| HOME DEPOT INC | $10,429 | $26,684 |
| HONEYWELL INTL INC | $23,664 | $29,150 |
| IBM CORP | $16,351 | $20,771 |
| INTEL CORP | $17,220 | $20,753 |
| JOHNSON & JOHNSON | $25,550 | $24,765 |
| JOHNSON & JOHNSON | $6,961 | $9,404 |
| JP MORGAN CHASE & CO | $19,436 | $27,216 |
| JP MORGAN CHASE & CO | $28,396 | $37,252 |
| LENNAR CORP | $23,304 | $46,053 |
| LINDE PLC | $22,430 | $37,375 |
| LOWES COMPANIES | $24,849 | $26,483 |
| MARTIN MARIETTA MATERIALS INC | $26,618 | $45,401 |
| MASTERCARD INC | $56,172 | $78,904 |
| MEDTRONIC | $3,655 | $4,119 |
| MEDTRONIC PLC | $16,904 | $17,465 |
| MEDTRONIC PLC | $22,908 | $21,089 |
| MERCK & CO INC | $48,779 | $59,307 |
| METLIFE INC | $14,760 | $18,583 |
| MICHELIN COMPAGNIE GENERALE | $18,320 | $25,585 |
| MICROCHIP TECHNOLOGY INC | $25,884 | $42,204 |
| MICROSOFT CORP | $177,554 | $258,716 |
| MICROSOFT CORP | $7,634 | $45,125 |
| MITSUBISHI UFJ FINANCIAL GROUP INC | $14,699 | $21,525 |
| MONDELEZ INTL INC | $20,734 | $26,292 |
| NESTLE | $21,749 | $22,013 |
| NETFLIX INC | $44,982 | $71,084 |
| NIKE INC | $25,547 | $23,125 |
| NORTHROP GRUMMAN | $13,267 | $17,789 |
| NOVO NORDISK A/S ADR | $25,344 | $28,449 |
| ORACLE CORP | $13,321 | $20,981 |
| OSHKOSH CORPORATION | $15,992 | $21,682 |
| PARKER HANNIFIN CORP | $27,359 | $52,059 |
| PAYPAL HLDGS INC | $73,324 | $49,558 |
| PFIZER INC | $2,116 | $1,958 |
| PFIZER INC | $17,317 | $13,099 |
| PFIZER INC | $10,193 | $11,228 |
| PHILIP MORRIS INTL INC | $26,442 | $28,883 |
| PHILLIPS 66 | $2,615 | $3,994 |
| PHILLIPS 66 | $8,094 | $13,713 |
| PIONEER NATURAL RESOURCES CO | $15,633 | $21,139 |
| PNC FINANCIAL SERVICES GROUP | $42,758 | $40,880 |
| PPG INDUSTRIES INC | $26,777 | $29,162 |
| PROCTER & GAMBLE | $44,664 | $48,651 |
| PROCTER & GAMBLE | $15,418 | $15,094 |
| PUBLIC STORAGE | $16,974 | $18,910 |
| QUALCOMM INC | $28,473 | $33,699 |
| RPM INC | $22,916 | $31,926 |
| RTX CORPORATION | $20,847 | $22,886 |
| SALESFORCE.COM INTL | $50,011 | $71,837 |
| SAP AG | $13,981 | $23,652 |
| SEMPRA ENERGY | $37,396 | $40,952 |
| SERVICENOW INC | $59,974 | $96,789 |
| SHELL | $19,294 | $24,346 |
| SONY GROUP CORPORATION | $27,287 | $32,289 |
| SYSCO CORP | $27,490 | $23,767 |
| SYSCO CORP | $9,058 | $11,701 |
| T MOBILE | $21,067 | $23,889 |
| TELEDYNE TECHNOLOGIES INC | $13,710 | $13,835 |
| TEXAS INSTRUMENTS | $8,585 | $9,034 |
| THERMO FISHER SCIENTIFIC INC | $28,510 | $27,601 |
| TRAVELERS COMPANIES INC | $24,001 | $32,002 |
| UNION PACIFIC CORP | $20,505 | $26,281 |
| UNITED PARCEL SERVICE INC | $23,093 | $19,811 |
| UNITED PARCEL SERVICE INC | $14,550 | $14,937 |
| UNITEDHEALTH GROUP INC | $50,667 | $75,812 |
| US BANCORP | $23,447 | $32,503 |
| US BANCORP DEL | $18,133 | $19,043 |
| VERALTO CORPORATION | $11,841 | $4,607 |
| VIATRIS | $111 | $87 |
| VISA INC | $71,608 | $93,466 |
| VULCAN MATERIALS CO | $22,498 | $33,597 |
| WALT DISNEY CO | $11,597 | $8,848 |
| WASTE MANAGEMENT INC | $13,756 | $20,417 |
| WELLS FARGO & CO | $16,575 | $19,196 |
| WILLIAMS CO INC | $28,028 | $39,532 |
| WORKDAY INC | $26,285 | $32,023 |
| XCEL ENERGY INC | $30,663 | $28,355 |
| XYLEM INC | $20,756 | $30,648 |
| ZOETIS INC | $30,525 | $35,527 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STRADLEY, RONON, STEVENS & YOUNG, LLP | CategoryTxt |
| Legal Fees | $14,217 | LegalFeesAmt |
| Net Investment Income | $14,217 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PA REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $41,971 | $41,971 | $0 |
| MISCELLEANEOUS INVESTMENT FEES | $186 | $186 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $940 | $940 | $0 |
| 2022 TAX ON NET INVESTMENT INCOME | $1,493 | $1,493 | $0 |