M VERNA BUTTERER EDUCATIONAL TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- M VERNA BUTTERER EDUCATIONAL TRUST (EIN 23-7751390)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-04-25
- IRS object ID
- 202511159349101226
- Schema version
- 2024v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T11:22:58-05:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264061548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISSA J KIRKEGARD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3884 STUMP ROAD | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237751390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M VERNA BUTTERER EDUCATIONAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELISSA J KIRKEGARD | InCareOfNm |
| Business Name Control | MVER | BusinessNameControlTxt |
| Phone | 2152490503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | Fountainville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISSA J KIRKEGARD | PersonNm |
| Person Title | ADMIN | PersonTitleTxt |
| Phone | 2152490503 | PhoneNum |
| Signature | 2025-04-25 | 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 | ELISSA J KIRKEGARD | PreparerPersonNm |
| PTIN | P01224798 | PTIN |
| Phone | 2152490440 | PhoneNum |
| Preparation | 2025-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,393,773 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $68,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $193,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,345 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $400,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $400,080 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,760 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,760 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,460 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,460 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,843 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,011 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $348,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $400,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,785,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,708,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,708,923 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,309,772 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,181,559 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,309,772 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,309,772 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,401,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,520,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,701,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,740,060 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,621,393 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,673,435 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,108,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,160,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,393,773 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,108,358 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,160,433 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,108,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,160,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,108,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,160,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,108,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $7,160,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,160,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM CAP GAIN DISTRIBUTION | P | 2011-05-24 | 2024-12-13 | $138,391 | $138,391 | $138,391 | |
| CIL 9725 SHARES OF PARAMOUNT | P | 2022-01-16 | 2024-04-04 | $12 | -$46 | -$46 | $58 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,345 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,561 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,561 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $839 | OverpaymentAmt |
| Applied To ES Tax | $839 | AppliedToESTaxAmt |
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 | WWW.BUTTERER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISSA J KIRKEGARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152490503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | FOUNTAINVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | 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 | false | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE BARNHURST | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| MIRIAM M REIMEL | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| ELISSA J KIRKEGARD | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | ADMINISTRATOR | 30.00 | $65,760 | $0 | $0 |
| SHANNON E JEFFERSON-STELLATO | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISSA J KIRKEGARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | FOUNTAINVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE SERVICES | ServiceTypeTxt |
| Compensation | $65,760 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $248,933 | AllOtherProgramRltdInvstTotAmt |
| Total | $248,933 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,394,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,739,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,134,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,134,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,042,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,561 | TotalTaxAmt |
| Distributable Before Adj | $296,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $120,720 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $417,264 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $417,264 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $248,933 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $590,097 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $417,264 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $207,204 | UndistributedIncomePYAmt |
| Qualifying Distributions | $590,097 | QualifyingDistributionsAmt |
| Applied To Year1 | $207,204 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $382,893 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,371 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M VERNA BUTTERER EDUCATIONAL TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | FOUNTAINVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189230273 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2152400503 | RecipientPhoneNum |
| Recipient Email Address | INFORMATION@BUTTERER.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION FORM IS ATTACHED APPLICATION AT BUTTERERORG WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DEADLINE IS MARCH 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO BUCKS COUNTYPA NEEDY RESIDENTS FOR POST HIGH SCHOOL EDU | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20016 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| ARCADIA UNIVERSITY | |||||||
| 450 SOUTH EASTON ROAD | GLENSIDE | PA | 19038 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| DELAWARE VALLEY UNIVERSITY | |||||||
| 700 EAST BUTLER AVENUE | DOYLESTOWN | PA | 18901 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $6,218 |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $2,667 |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| 1 AEROSPACE BLVD | DAYTONA BEACH | FL | 32114 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| FLORIDA A&M UNIVERSITY | |||||||
| 1735 WAHNISH WAY | TALLAHASSEE | FL | 32307 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $395 |
| FLORIDA STATE UNIVERSITY | |||||||
| A 1500 UNIVERSITY CENTER | TALLAHASSEE | FL | 32306 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $7,839 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O STREET NW | WASHINGTON | DC | 20057 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $5,350 |
| KING'S COLLEGE | |||||||
| 133 NORTH RIVER STREET | WILKES BARRE | PA | 18711 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $5,681 |
| MARIST COLLEGE | |||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $1,732 |
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $3,747 |
| OHIO STATE UNIVERSITY | |||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| PENN STATE UNIVERSITY | |||||||
| 109 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $40,843 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| SAINT JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $2,184 |
| SALUS UNIVERSITY | |||||||
| 8360 OLD YORK ROAD | ELKINS PARK | PA | 19027 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $12,000 |
| SAVANNAH COLLEGE OF ART & DESIGN | |||||||
| PO BOX 2701 | SAVANNAH | GA | 31402 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $2,516 |
| SCHOOL OF VISUAL ARTS | |||||||
| 209 EAST STREET | NEW YORK | NY | 10010 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| ST JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY LINE AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $2,733 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 828799 | PHILADELPHIA | PA | 19182 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $15,878 |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $9,832 |
| TREASURER OF VIRGINIA TECH | |||||||
| 800 WASHINGTON ST SW | BLACKSBURG | VA | 24061 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $1,766 |
| UNIVERSITY OF DELAWARE | |||||||
| 30 LOVETT AVENUE | NEWARK | DE | 19716 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,070 |
| UNIVERSITY OF GEORGIA | |||||||
| 424 E BROAD STREET | ATHENS | GA | 30602 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| UNIVERSITY OF MARYLAND | |||||||
| 7809 REGENTS DRIVE | COLLEGE PARK | MD | 20742 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $5,200 |
| UNIVERSITY OF MIAMI | |||||||
| 1307 STANFORD DRIVE | MIAMI | FL | 33146 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $7,588 |
| UNIVERSITY OF MICHIGAN | |||||||
| 515 E JEFFERSON STREET | ANN ARBOR | MI | 48109 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| PO BOX 643092 | PITTSBURGH | PA | 15264 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $14,261 |
| UNIVERSITY OF SCRANTON | |||||||
| PO BOX 1404 | SCRANTON | PA | 18501 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $5,840 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| URSINUS COLLEGE | |||||||
| 601 EAST MAIN STREET | COLLEGEVILLE | PA | 19426 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| WILKES UNIVERSITY | |||||||
| 84 WEST SOUTH STREET | WILKES BARRE | PA | 18766 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $1,073 |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $5,520 |
| MORAVIAN COLLEGE | |||||||
| 1200 MAIN STREET | BETHLEHEM | PA | 18018 | NONE | PC Public charity de | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,933 | 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 | $68,703 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $138,345 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $261,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,345 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $400,080 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | MUTUAL FUND INVESTMENT DISTRIBUTES LT CAPITAL GAINS EACH YEAR |
| 8 | WHICH IS AVAILABLE FOR GRANTS AND EXPENSES OFFSET BY CAP LOSS |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOR EVERY SCHOLARSHIPLOAN AWARDED 50 IS A GIFT REPORTED ON PART 1LINE 25 IN THE YEAR PAID 50 IS A LOAN TO BE REPAID FIVE YEARS AFTER GRADUATION OR FUNDING | Desc |
| Amt | $248,933 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| 12132024 | ||||||
| INVESCO CAP GN DIS | 2024-12 | CAP GN DIS | 2024-12 | $138,391 | $138,391 | |
| 04042024 | ||||||
| PARAMOUNT | 2022-01 | PURCHASE | 2024-04 | $12 | -$46 | $58 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATT | $194,809 | $185,178 |
| BANK OF AMERICA | $297,754 | $317,723 |
| BERKSHIRE | $99,958 | $90,345 |
| CARDINAL HEALTH | $197,763 | $165,819 |
| DOW CHEMICAL | $94,255 | $82,294 |
| ENERGY TRANSFER | $98,885 | $99,127 |
| EXELON | $98,868 | $95,818 |
| GOLDMAN SACHS | $191,512 | $210,650 |
| HEWLETT PACKARD | $224,243 | $234,290 |
| HOWMET AEROSPACE | $173,860 | $204,140 |
| KRAFT HEINZ | $96,546 | $97,236 |
| MICROSOFT | $48,504 | $40,446 |
| MORGAN STANLEY | $99,776 | $99,322 |
| MYLAN | $95,771 | $88,369 |
| TCI COMMUNICATIONS | $76,803 | $85,261 |
| VERIZON | $45,203 | $39,496 |
| WELLS FARGO | $184,254 | $221,770 |
| WEYERHAEUSER | $302,629 | $316,151 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO VK GR INC MUTUAL FUND | $1,401,734 | $1,605,813 |
| GOLDMAN SACHS GRP INC C | $24,910 | $23,890 |
| MORGAN STANLEY SERA | $49,610 | $48,040 |
| PARAMOUNT GLOBAL | $20,793 | $3,830 |
| CAPITAL ONE | $23,298 | $20,070 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EASTBURNGRAY | CategoryTxt |
| Legal Fees | $2,460 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,460 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISING | $3,041 | $3,041 |
| COMMISSIONS | $263 | $263 |
| DUES | $830 | $830 |
| LIABILITY INSURANCE | $1,773 | $1,773 |
| INTERNET | $1,729 | $1,729 |
| POSTAGE | $571 | $571 |
| PRINTING | $72 | $72 |
| SUPPLIES | $732 | $732 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| NOTES RECEIVABLE PROGRAM |
| $1,309,772 |
| RELATED INVESTMENTS |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $6,843 | Amt |