RIDER-POOL FOUNDATION 43501: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RIDER-POOL FOUNDATION 43501 (EIN 23-6207356)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-11
- IRS object ID
- 202412559349100816
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-11T13:01:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 236207356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RIDER-POOL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIDE | BusinessNameControlTxt |
| Phone | 4127474857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4127474857 | PhoneNum |
| Signature | 2024-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2024-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,264,068 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $226,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,692,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,496 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,751 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,751 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $302,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,733 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,418 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,134 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,284 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $28,859 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,859 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,235 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,732 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,878 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $621,901 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $621,901 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $730,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $701,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$427,565 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $343,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $617,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $617,005 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,836,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,121,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,677,428 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,878,583 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,728,618 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,969,635 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,058,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,467,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,264,068 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,058,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,467,478 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,058,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,467,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,058,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,467,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,058,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$427,565 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,761 | OtherIncreasesAmt |
| Subtotal | $10,634,331 | SubtotalAmt |
| Other Decreases | $166,853 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,467,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 135.93 ISHARES S&P 500 INDEX FUND CLASS K | 2000-05-31 | 2023-06-28 | $70,000 | $23,182 | $46,818 | $46,818 | |
| 1217.532 FIRST EAGLE OVERSEAS FUND CLASS I FD 902 | 2020-10-28 | 2023-06-28 | $29,993 | $28,515 | $1,478 | $1,478 | |
| 973. ISHARES CORE MSCI EAFE ETF ETF | 2019-11-07 | 2023-06-28 | $65,083 | $62,664 | $2,419 | $2,419 | |
| 3603.604 NEUBERGER BERMAN LONG SH-INS | 2020-05-13 | 2023-06-28 | $60,000 | $52,577 | $7,423 | $7,423 | |
| 1245.64 T ROWE PR GROWTH STOCK-I | 2008-05-20 | 2023-06-28 | $100,000 | $40,450 | $59,550 | $59,550 | |
| 90762.88 VANGUARD SHORT TERM BOND INDEX FUND ADM | 2015-11-10 | 2023-06-28 | $900,368 | $949,138 | -$48,770 | -$48,770 | |
| 697.447 VANGUARD WINDSOR II FUND ADM | 2006-12-20 | 2023-06-28 | $50,000 | $43,929 | $6,071 | $6,071 | |
| 59.3 RADCLIFFE INTERNATIONAL SPAC FUND, LTD. SPAC-LTD C | 2022-01-01 | 2023-11-30 | $6,088 | $5,137 | $951 | $951 | |
| 30.823 RADCLIFFE INTERNATIONAL SPAC FUND, LTD. SPAC-LTDC1-22 | 2022-01-01 | 2023-11-30 | $3,164 | $3,082 | $82 | $82 | |
| 20192. BROADSTONE NET LEASE INC-A | 2021-03-22 | 2023-12-07 | $334,968 | $410,433 | -$75,465 | -$75,465 | |
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,939 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,496 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,807 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,807 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,632 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,624 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,256 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $449 | OverpaymentAmt |
| Applied To ES Tax | $449 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127474857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | TRUSTEE | 6 | $26,418 |
| JOHN P JONES III | ||||||
| 3020 FAIRFIELD DRIVE | ALLENTOWN | PA | 18103 | CO-TRUSTEE | 1 | $0 |
| JOHN E MCGLADE | ||||||
| 22028 PENSTOCK CT | BETHLEHEM | PA | 180150000 | CO-TRUSTEE | 1 | $0 |
| WAYNE HINMAN | ||||||
| 2176 WALLACE PATE DRIVE | GEORGETOWN | SC | 294400000 | CO-TRUSTEE | 1 | $0 |
| STEVE JONES | ||||||
| 2450 BALLYBUNION ROAD | CENTER VALLEY | PA | 180340000 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,043,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,043,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,043,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,863,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $593,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $593,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,807 | TotalTaxAmt |
| Distributable Before Adj | $589,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $589,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $589,346 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $701,779 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $701,779 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $589,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $544,741 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $701,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $544,741 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $432,308 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD F MEEHAN M P H EXECUTIVE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 W HAMILTON STREET SUITE 202 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107709346 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE ACCEPTED THROUGH AN ELECTRONIC APPLICATION PROCESS. THE APPLICATION CAN BE FOUND AT WEBSITE, WWW.POOLTRUST.ORG TO BEGIN THIS PROCESS. SEE ATTACHED THE RIDER-POOL FOUNDATION APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEARLY BY APRIL 1ST FOR FUNDING YEARLY ON JUNE 1ST YEARLY BY AUGUST 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS PER THE ATTACHED APPLICATION PROCESS STATEMENT FROM THE RIDER-POOL FOUNDATION WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LEONARD PARKER POOL INSTITUTE FOR HEALTH | ||||||||
| 645 WEST HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL USE OF THE | $126,901 | |
| ALLENTOWN ART MUSEUM | ||||||||
| 31 N FIFTH STREET | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL USE OF THE | $40,000 | |
| LEHIGH VALLEY HEALTH NETWORK | ||||||||
| 645 WEST HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ALLENTOWN PARKS | ||||||||
| 2700 PARKWAY BLVD | ALLENTOWN | PA | 18104 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| POOL FELLOWSHIP | ||||||||
| PO BOX 1870 | ALLENTOWN | PA | 18105 | NONE | PC | FELLOWSHIPS | $200,000 | LVHN |
| THE BAUM SCHOOL OF ART | ||||||||
| 510 W LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| NORTH PENN LEGAL SERVICES | ||||||||
| 33 N MAIN ST STE 200 | PITTSTON | PA | 18640 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| LEHIGH VALLEY COMM BROADCASTERS | ||||||||
| 301 BROADWAY | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL USE OF THE | $10,000 | |
| WILDLANDS CONSERVANCY INC | ||||||||
| 3701 ORCHID PL | EMMAUS | PA | 18049 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $621,901 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP/S-CORP | 14 | $39 |
| SECTION 897 CAPITA | 14 | $2,712 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $302,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,716 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 277902698 EATON VANCE ATLANTA | AT COST | $204,235 | $280,258 |
| 464287507 ISHARES CORE S&P MID | AT COST | $221,790 | $630,516 |
| 741479406 T ROWE PR GROWTH STO | AT COST | $246,514 | $508,861 |
| 921937702 VANGUARD SHORT TERM | |||
| 922018304 VANGUARD WINDSOR II | AT COST | $941,120 | $1,160,723 |
| 922031836 VANGUARD SHORT TERM | AT COST | $675,300 | $650,961 |
| 32008F200 FIRST EAGLE OVERSEAS | AT COST | $577,785 | $614,468 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $861,126 | $940,650 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $369,360 | $345,613 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $930,706 | $1,047,832 |
| BROADSTONE NET LEASE INC-A | |||
| 066922204 ISHARES S&P 500 INDE | AT COST | $394,419 | $886,538 |
| 25264S833 DIAMOND HILL LONG-SH | AT COST | $794,600 | $694,609 |
| 921937801 VANGUARD INTERMEDIAT | AT COST | $904,900 | $916,399 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $28,859 | LegalFeesAmt |
| Disbursements Charitable Prps | $28,859 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| XXX-XX-XXXX HATTERAS CORE ALTERN | $19,698 | $19,733 | $9,392 |
| XXX-XX-XXXX RADCLIFFE INTERNATIO | $150,000 | $150,000 | $162,306 |
| XXX-XX-XXXX RADCLIFFE INTERNATIO | $800,000 | $500,000 | $592,179 |
| XXX-XX-XXXX RADCLIFFE INTERNATIO | $300,000 | $300,000 | $307,800 |
| XXX-XX-XXXX RADCLIFFE INTERNATIO | $1,608,885 | $1,758,885 | $1,897,958 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $7,246 |
| RETURN OF CAPITAL ADJUSTMENT | $1,983 |
| ADJUSTMENT TO INCOME | $13 |
| RADCLIFFE INTERNATIONAL COST BASIS ADJ | $157,187 |
| COST BASIS ADJUSTMENT | $424 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP RENEWAL FEES | $10,000 | $0 | $10,000 |
| LIABILITY INSURANCE FEES | $1,500 | $0 | $1,500 |
| FROM PARTNERSHIP/S-CORP | $4 | $4 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECTION 897 CAPITAL GAIN | $2,712 | $2,712 |
| FROM PARTNERSHIP/S-CORP | $39 | $39 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TRANSACTIONS POSTED IN 2023 | Desc |
| Amt | $3,761 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-PNC CONSULTING FEES | CategoryTxt |
| Amt | $34,235 | Amt |
| Disbursements Charitable Prps | $34,235 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $1,632 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,995 | $3,995 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,737 | $1,737 | $0 |