ROBERT M & MARTHA J SUPLEE FNDTN: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT M & MARTHA J SUPLEE FNDTN (EIN 02-0798403)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349101422
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T11:07:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743068464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEITZELL & ECONOMIDIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 S NEWTOWN STREET ROAD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020798403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M AND MARTHA J SUPLEE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT J LEITZELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6106136015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LEITZELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6106136015 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | LEITZELL | 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 | CYNTHIA F LEITZELL | PreparerPersonNm |
| PTIN | P01086007 | PTIN |
| Phone | 6105665450 | 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 | 2022 | 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 | $1,823,009 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $658,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,488 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$16,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,564 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318 | CashBOYAmt |
| Cash EOY | $198 | CashEOYAmt |
| Cash EOYFMV | $198 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,114 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $35,821 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $35,821 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $35,821 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $35,821 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,112,347 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,746,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,746,876 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,180,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,823,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,823,009 | 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 | $2,180,100 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,823,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,180,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,823,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,180,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,823,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,180,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,056,074 | SubtotalAmt |
| Other Decreases | $233,065 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,823,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ABBBVIE | 2022-06-16 | $13,457 | $9,024 | $4,433 | $4,433 | ||
| ALGER SMALL CAP | 2022-05-09 | $1,081 | $1,752 | -$671 | -$671 | 2021-12-16 | |
| CALL ETRN | 2022-09-21 | $1,429 | $335 | $1,094 | $1,094 | 2022-12-13 | |
| ALGER SMALL CAP | 2022-05-09 | $14,997 | $19,522 | -$4,525 | -$4,525 | ||
| CALL GOGL | 2022-07-18 | $949 | $949 | $949 | 2022-09-19 | ||
| CALL GOGL | 2022-09-20 | $1,180 | $82 | $1,098 | $1,098 | 2022-12-13 | |
| CALL NRZ | 2022-02-08 | $1,538 | $1,538 | $1,538 | 2022-05-23 | ||
| CALL VLO | 2022-02-01 | $1,035 | $2,045 | -$1,010 | -$1,010 | 2022-02-14 | |
| COSTAMARE INC | 2022-03-18 | $27,603 | $20,268 | $7,335 | $7,335 | 2021-07-21 | |
| ENBRIDGE INC | 2022-10-19 | $18,330 | $22,182 | -$3,852 | -$3,852 | 2022-05-09 | |
| ENTERPRISE | 2022-01-31 | $14,438 | $15,950 | -$1,512 | -$1,512 | ||
| EQUITRANS MIDSTREAM | 2022-12-13 | $22,614 | $27,695 | -$5,081 | -$5,081 | ||
| EQUITRANS MIDSTREAM | 2022-12-13 | $2 | $1 | $1 | $1 | 2022-11-14 | |
| FINANCIAL INVS TR EMERALD | 2022-04-27 | $9,965 | $8,893 | $1,072 | $1,072 | 2014-01-14 | |
| FINANCIAL INVS TR EMERALD | 2022-11-21 | $5,304 | $6,710 | -$1,406 | -$1,406 | ||
| FINANCIAL INVS TR EMERALD | 2022-11-21 | $11,424 | $12,268 | -$844 | -$844 | ||
| GAMING AND LEISURE | 2022-01-10 | $25,381 | $25,532 | -$151 | -$151 | ||
| GAMING AND LEISURE | 2022-01-10 | $23,095 | $18,836 | $4,259 | $4,259 | ||
| GOLDEN OCEAN GROUP | 2022-12-13 | $24,113 | $28,875 | -$4,762 | -$4,762 | ||
| GAMING AND LEISURE | 2022-01-10 | $23 | $24 | -$1 | -$1 | ||
| GOLDEN OCEAN GROUP | 2022-12-13 | $2 | $2 | $0 | $0 | 2022-12-06 | |
| GREAT ELM | 2022-03-01 | $1 | $3 | -$2 | -$2 | 2014-11-20 | |
| INVESCO INTERNATIONAL | 2022-05-03 | $5,000 | $4,602 | $398 | $398 | 2015-05-20 | |
| INVESCO INTERNATIONAL | 2022-10-31 | $1,275 | $1,912 | -$637 | -$637 | 2021-12-15 | |
| INVESCO INTERNATIONAL | 2022-10-31 | $7,857 | $9,059 | -$1,202 | -$1,202 | ||
| JANUS HENDERSON | 2022-03-24 | $20,000 | $11,954 | $8,046 | $8,046 | ||
| JANUS HENDERSON | 2022-09-21 | $3,308 | $5,487 | -$2,179 | -$2,179 | 2021-12-21 | |
| JANUS HENDERSON | 2022-09-21 | $4,449 | $5,487 | -$1,038 | -$1,038 | ||
| KINDER MORGAN | 2022-04-20 | $14,624 | $12,598 | $2,026 | $2,026 | 2021-07-23 | |
| KINDER MORGAN | 2022-06-02 | $2,629 | $2,261 | $368 | $368 | ||
| KINDER MORGAN | 2022-06-02 | $29,847 | $25,037 | $4,810 | $4,810 | ||
| KINDER MORGAN | 2022-06-02 | $2 | $2 | $0 | $0 | 2022-05-16 | |
| KKR REAL ESTATE FINANCE | 2022-06-02 | $22,884 | $31,790 | -$8,906 | -$8,906 | ||
| NEW YORK COMMUNITY BANKCORP | 2022-12-13 | $17,615 | $25,385 | -$7,770 | -$7,770 | ||
| PIMCO ACCESS | 2022-07-05 | $40,495 | $51,163 | -$10,668 | -$10,668 | ||
| PIMCO ACCESS | 2022-07-05 | $12 | $15 | -$3 | -$3 | 2022-07-01 | |
| PIMCO DYNAMIC | 2022-02-01 | $1,927 | $2,235 | -$308 | -$308 | ||
| PIMCO DYNAMIC | 2022-02-01 | $112 | $129 | -$17 | -$17 | 2021-12-01 | |
| RITHM CAPITAL | 2022-12-13 | $23,680 | $37,665 | -$13,985 | -$13,985 | ||
| RTS GREAT ELM | 2022-06-21 | $0 | $0 | 2022-05-26 | |||
| TWO HARBORS INVESTMENT | 2022-03-09 | $3,151 | $3,852 | -$701 | -$701 | ||
| TWO HARBORS INVESTMENT | 2022-03-09 | $28,748 | $69,181 | -$40,433 | -$40,433 | ||
| TWO HARBORS INVESTMENT | 2022-03-09 | $1 | $1 | $0 | $0 | 2022-01-28 | |
| VALERO ENERGY CORP | 2022-04-14 | $44,350 | $40,285 | $4,065 | $4,065 | 2021-10-26 | |
| UNIT FT TGT | 2022-08-10 | $47,252 | $54,958 | -$7,706 | -$7,706 | ||
| INIT INV GLOBAL | 2022-11-29 | $64,045 | $67,112 | -$3,067 | -$3,067 | 2021-12-22 | |
| ATT | 2022-03-21 | $11,620 | $16,621 | -$5,001 | -$5,001 | ||
| BOEING | 2022-03-21 | $23,165 | $15,827 | $7,338 | $7,338 | 2014-10-30 | |
| CAPITAL GAINS DIVIDENDS | $22,616 | $22,616 | $22,616 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$55,992 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $620 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | FOUNDATION SECRETARY | IndividualWithBooksNm |
| Phone | 6106136015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STERIANNE ECONOMIDIS STEFANIDIS | ||||||||
| 323 WEST FRONT STREET | MEDIA | PA | 19063 | VICE PRESIDENT | 1.00 | $500 | $0 | $0 |
| ROBERT J LEITZELL ESQUIRE | ||||||||
| 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | PRESIDENT AND SECRETARY | 3.00 | $500 | $0 | $0 |
| GEORGE ECONOMIDES | ||||||||
| 1030 EAST LANCASTER AVENUE | ROSEMONT | PA | 19010 | BOARD MEMBER | 1.00 | $500 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TOTAL CHARITABLE CONTRIBUTIONS AS LISTED | Description1Txt |
| Expenses1 | $101,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,947,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,947,582 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,947,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,918,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $592 | TotalTaxAmt |
| Distributable Before Adj | $95,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,964 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,964 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,036 | 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 | $73,290 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CANCER CENTER | ||||||||
| PENN MEDICINE | PHILADELPHIA | PA | 19107 | NONE | HOSPITAL RESEARCH | CHARITABLE-CANCER RESEARCH | $5,000 | |
| ALS | ||||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING FUNDS FOR RESEARCH, CARE SERVICES, PUBLIC POLICY | $4,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 399 MARKET STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | CHARITABLE--TO PROVIDE RESEARCH AND ASSISTANCE WITH PEOPLE WITH ALS | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | CHARITABLE-CANCER RESEARCH | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--HEART DISEASE RESEARCH | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 2221 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING FUNDS TO HELP THOSE IN NEED | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 2004 SPROUL ROAD | BROOMALL | PA | 19008 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING FOR RESEARCH TO CURE CYSTIC FIBROSIS | $4,000 | |
| LAINIE LEITZELL MEMORIAL SCHOLARSHIP FUND UNIVERSITY OF PA | ||||||||
| UNIVERSITY OF PENNSYLVANIA 3535 | PHILADELPHIA | PA | 19104 | NONE | SCHOOL | TO FOSTER EDUCATION SCHOLARSHIPS TO THE UNIVERSITY OF PENNSYLVANIA | $4,000 | MARKET STREET |
| LITTLE PEOPLE OF AMERICA | ||||||||
| 250 EL CAMINO REAL | TUSTIN | CA | 92780 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP AND PROVIDE SUPPORT FOR PERSONS OF SHORT STATURE | $6,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE-TO HELP ILL CHILDREN | $4,000 | |
| MULTIPLE SCLEROSIS ASSOCATION OF AMERICA | ||||||||
| 30 S 17TH STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING FOR RESEARCH AND HELP THOSE WITH MS | $4,000 | |
| MUSCULAR DYSTROPHY ASSOCATION | ||||||||
| 600 REED ROAD | BROOMALL | PA | 19008 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING TO CURE MUSCULAR DYSTROPHY | $4,000 | |
| PHILOPTOCHOS OF ST NICHOLAS | ||||||||
| 13 S MT VERNON AVE | ATLANTIC CITY | NJ | 08401 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING SOCIAL SERVICES TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY | $8,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 10001 | NONE | PUBLIC CHARITY | CHARITABLE-FUNDING FOR RESEARCH IN PROSTATE CANCER | $5,000 | |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||||
| 3551 N BROAD STREET | PHILADELPHIA | PA | 19140 | NONE | PUBLIC CHARITY | CHARITABLE--DEDICATED TO IMPROVING THE LIVES OF CHILDREN | $5,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | HOSPITAL RESEARCH | CHARITABLE--RESEARCH FOR ILL CHILDREN | $5,000 | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| BOX 650309 | DALLAS | TX | 75265 | NONE | PUBLIC CHARITY | CHARITABLE--BREAST CANCER RESEARCH | $5,000 | |
| TUNNELS TO TOWERS | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | CHARITABLE--INTERNATIONAL RELIEF | $4,000 | |
| UNITED WAY OF PHILADELPHIA | ||||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP FUND POVERTY PROGRAMS TO BREAK THE CYCLE OF PROVERTY | $4,000 | |
| WILLIAMSON FREE SCHOOL OF MECHANICAL TRADES | ||||||||
| 142 SOUTH NEW MIDDLETOWN ROAD | MEDIA | PA | 19063 | NONE | SCHOOL | CHARITABLE--ADVANCEMENT OF SCHOOL MISSION | $5,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP THOSE RETURNING VETERANS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $42 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,522 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$55,992 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,428 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,428 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
| 4 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
| 8 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | FMV | $907,971 | $907,971 |
| BEST VEST | FMV | $576,405 | $576,405 |
| AMERICAN FUNDS | FMV | $262,500 | $262,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN OR LOSS | $229,999 |
| TAXES | $3,066 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER | -$2,571 | $0 | -$2,571 |
| ENTERPRISE | -$917 | $0 | -$917 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $110 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |