KENNETH AND CAROLINE TAYLOR FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CAROLINE TAYLOR FAMILY FOUNDATION (EIN 25-6742004)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202203119349100135
- Schema version
- 2021v4.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T09:40:35-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256742004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND CAROLINE TAYLOR | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 5707463301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 897 ROUTE 706 | AddressLine1Txt |
| City | WYALUSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH H TAYLOR JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5707463301 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | TAYLOR JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL A MARTIN CPA | PreparerPersonNm |
| PTIN | P00011691 | PTIN |
| Phone | 5708200100 | PhoneNum |
| Preparation | 2022-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,683,003 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,117,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,195,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,117,336 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,830 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,830 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,315,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,315,360 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $763 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,623 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $954,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $954,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,080,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,008,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,260,275 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $236,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $587,355 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $587,355 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,427,515 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,308,654 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,095,648 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,663,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,896,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,683,003 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $51,790 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $47,756 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $51,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,756 | 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 | $9,611,897 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,848,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,611,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,848,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,663,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,896,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,611,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,124 | OtherIncreasesAmt |
| Subtotal | $9,848,253 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,848,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,509,565 | $3,288,775 | $220,790 | $220,790 | |||
| PUBLICLY TRADED SECURITIES | $3,475,840 | $2,788,592 | $687,248 | $687,248 | |||
| CAPITAL GAIN FROM PASSTHROUGH | -$489 | -$489 | P | 2020-01-01 | 2021-12-31 | ||
| CAPITAL GAINS DIVIDENDS | $209,787 | $209,787 | $209,787 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,117,336 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,475 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,475 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,957 | OverpaymentAmt |
| Applied To ES Tax | $2,957 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER NEWTON | IndividualWithBooksNm |
| Phone | 5707463301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 897 ROUTE 706 | AddressLine1Txt |
| City | WYALUSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18853 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH H TAYLOR JR | ||||||||
| 897 ROUTE 706 | WYALUSING | PA | 18853 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE E TAYLOR | ||||||||
| 897 ROUTE 706 | WYALUSING | PA | 18853 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,072,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,312,360 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,312,360 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,127,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $606,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,518 | TotalTaxAmt |
| Distributable Before Adj | $588,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $588,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $588,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,008,543 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,008,543 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $588,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $442,866 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $103,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $546,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,008,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $588,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $419,677 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $966,241 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $966,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $442,866 | ExcessFromYear2Amt |
| Excess From Year1 | $103,698 | ExcessFromYear1Amt |
| Excess From Current Year | $419,677 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH H TAYLOR JR | ContributingManagerNm |
| Contributing Manager | CAROLINE E TAYLOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 NORTH GRAND AVENUE SUITE 6G | SHERMAN | TX | 75090 | NONE | PC | ANNUAL FUND FOR SCHOLARSHIPS AND FACILITY ENHANCEMENTS | $5,000 |
| BRADFORD COUNTY ACTION | |||||||
| 500 WILLIAM ST | TOWANDA | PA | 18848 | NONE | PC | ENHANCED SERVICES FOR STUDENTS | $10,000 |
| BRADFORD COUNTY CHILDREN & YOUTH SERVICES | |||||||
| PO BOX 222 | WYALUSING | PA | 18853 | NONE | PC | FOSTER CARE SYSTEM SUPPORT | $5,000 |
| BRADFORD COUNTY HISTORICAL SOCIETY | |||||||
| 109 PINE STREET | TOWANDA | PA | 18848 | NONE | PC | ANNUAL APPEAL | $1,000 |
| CASA OF LUZERNE COUNTY | |||||||
| 667 N RIVER STREET | WILKESBARRE | PA | 18705 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | OLD BILL'S FUN RUN - RAISES FUNDS FOR LOCAL ORGANIZATIONS; SCHOLARSHIP FUND; SECRET SANTA; COMMUNITY EMERGENCY RESPONSE FUND; THURSDAY ROUNDTABLE FUND; WEDNESDAY LUNCH GROUP FUND | $34,200 |
| COMMUNITY FOUNDATION OF THE TWIN TIERS | |||||||
| 104 W LOCKHART STREET UNIT 2 | SAYRE | PA | 18840 | NONE | PC | ANNUAL SCHOLARSHIP OPERATING COSTS | $1,000 |
| EAST TEXAS COMMUNITIES FOUNDATION | |||||||
| 315 N BROADWAY AVE STE 210 | TYLER | TX | 75702 | NONE | PC | HELEN EBERT SCHOLARSHIP FUND | $1,000 |
| EML LIONS FOUNDATION | |||||||
| PO BOX 105 | LAPORTE | PA | 18626 | NONE | PC | ANNUAL SUPPORT GOLF TOURNAMENT FUNDRAISER | $500 |
| FIVE RIVERS COUNCIL BOY SCOUTS OF AMERICA | |||||||
| RR 4 BOX 4244 | WYALUSING | PA | 18853 | NONE | PC | LEADERSHIP DINNER SPONSOR | $2,500 |
| FRIENDS OF THE UPPER DELAWARE RIVER | |||||||
| 158 EAST FRONT STREET | HANCOCK | NY | 13783 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| GRAND TETON MUSIC FESTIVAL | |||||||
| 4015 WEST CREEK DRIVE | WILSON | WY | 83014 | NONE | PC | ANNUAL FUND | $15,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PC | OPERATING FUND | $1,000 |
| GUTHRIE HEALTHCARE SYSTEM | |||||||
| ONE GUTHRIE SQUARE | SAYRE | PA | 18840 | NONE | PC | FORWARD TOGETHER CAMPAIGN; ANNUAL SUPPORT | $410,000 |
| HUNTERS SHARING THE HARVEST | |||||||
| 6780 HICKORY LANE | HARRISBURG | PA | 17112 | NONE | PC | OPERATIONAL NEEDS | $5,000 |
| JACKSON HOLE CHILDREN'S MUSEUM | |||||||
| 174 N KING STREET | JACKSON HOLE | WY | 83001 | NONE | PC | CHARITABLE | $500 |
| JACKSON HOLE FOOD RESCUE | |||||||
| 1524 MARTIN LN UNIT B PO BOX 2955 | JACKSON | WY | 83001 | NONE | PC | CHARITABLE | $1,000 |
| JACKSON HOLE LAND TRUST | |||||||
| 555 EAST BROADWAY | JACKSON | WY | 83001 | NONE | PC | LAND TRUST SUPPORT | $25,000 |
| JACKSON HOLE SKI & SNOWBOARD CLUB | |||||||
| 897 ROUTE 706 | WYALUSING | PA | 18853 | NONE | PC | PROGRAM SUPPORT AND ANNUAL CAMPAIGN | $500 |
| JACKSON HOLE WILDLIFE FOUNDATION | |||||||
| PO BOX 8042 | JACKSON | WY | 83002 | NONE | PC | ANNUAL SUPPORT OF WILDLIFE PROGRAMS | $500 |
| KINGSWOOD OXFORD | |||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06119 | NONE | PC | MIDDLE SCHOOL SCIENCE DEPARTMENT FOR CURRICULUM DEVELOPMENT | $25,000 |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW 1100 | WASHINGTON | DC | 20036 | NONE | PC | CONSERVATION FUND | $2,000 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON | WY | 83002 | NONE | PC | MUSEUM OPERATING SUPPORT; OPERATIONS - COVID 19 IMPACT | $25,000 |
| NEW ALBANY FIRE COMPANY | |||||||
| PO BOX 167 | NEW ALBANY | PA | 18833 | NONE | PC | OPERATING SUPPORT | $10,000 |
| NORTH BRANCH LAND TRUST | |||||||
| 11 CARVERTON ROAD | TRUCKSVILLE | PA | 18708 | NONE | PC | ANNUAL SUPPORT | $10,000 |
| NORTHERN TIER INDUSTRY AND EDUCATION CONSORTIUM | |||||||
| PO BOX 200 | DIMOCK | PA | 18816 | NONE | PC | CAREER PREPAREDNESS PROGRAMS | $2,500 |
| OFF SQUARE THEATRE COMPANY | |||||||
| PO BOX 2920 | JACKSON | WY | 83001 | NONE | PC | EDUCATION AND OUTREACH PROGRAM; ANNUAL GRANT | $1,250 |
| PROTECT OUR WATER JACKSON HOLE | |||||||
| PO BOX 1014 | WILSON | WY | 83014 | NONE | PC | ANNUAL SUPPORT | $45,000 |
| RENDEVOUS LANDS CONSERVANCY | |||||||
| 690 S HIGHWAY SUITE 101 PO BOX 2897 | JACKSON | WY | 83001 | NONE | PC | CHARITABLE | $1,000 |
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK ROAD | CORAPOLIS | PA | 151089377 | NONE | PC | OPERATING SUPPORT | $10,000 |
| SALVATION ARMY | |||||||
| RR 2 BOX 125 TERRYTOWN MTN RD | WYALUSING | PA | 18853 | NONE | PC | BRADFORD COUNTY SERVICE CENTERS OPERATING SUPPORT | $1,000 |
| SCHOLARSHIP AMERICA - SCHOLARSHIP PROGRAM | |||||||
| C/O FIRST NATL BK PO BOX 240 | ST PETER | MN | 56082 | NONE | PC | ANNUAL STUDENT SCHOLARSHIPS | $63,000 |
| SIMSBURY VOLUNTEER AMBULANCE ASSOCIATION | |||||||
| PO BOX 301 | SIMSBURY | CT | 06070 | NONE | PC | OPERATING SUPPORT | $1,000 |
| SNAKE RIVER FUND | |||||||
| PO BOX 7033 | JACKSON | WY | 83002 | NONE | PC | OPPERATIONAL SUPPORT | $1,000 |
| ST JOHN'S HOSPITAL FOUNDATION | |||||||
| 555 EAST BROADWAY SUITE 213 | JACKSON | WY | 83001 | NONE | PC | ANNUAL OPERATING SUPPORT | $10,000 |
| STRIPPING FOR A CURE | |||||||
| PO BOX 11034 | JACKSON | WY | 83002 | NONE | PC | SUPPORT STRIPPING FOR A CURE | $500 |
| TACO FOOD PANTRY | |||||||
| PO BOX 262 | TOWANDA | PA | 18848 | NONE | PC | TOWANDA FOOD PROGRAM ANNUAL SUPPORT | $2,000 |
| TETON COUNTRY SEARCH AND RESCUE | |||||||
| PO BOX 1063 | JACKSON | WY | 83001 | NONE | PC | OPPERATIONAL SUPPORT | $1,000 |
| TETON COUNTY SHERIFF'S AUXILIARY | |||||||
| PO BOX 3829 | JACKSON | WY | 83001 | NONE | PC | OPPERATIONAL SUPPORT | $1,000 |
| TETON FREE CLINIC | |||||||
| 505 E BROADWAY | JACKSON | WY | 83001 | NONE | PC | OPPERATIONAL SUPPORT | $500 |
| TETON LITERACY PROGRAM | |||||||
| 1465 GREGORY LAND 260 | JACKSON | WY | 83001 | NONE | PC | SPONSOR A READER CAMPAIGN | $1,200 |
| THE CHILDREN'S HOUSE | |||||||
| PO BOX 335 | TOWANDA | PA | 18848 | NONE | PC | SUMMER CHILDRENS CAMP FUND | $9,000 |
| THE NATIONAL WWII MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 701303813 | NONE | PC | OPPERATIONAL SUPPORT | $5,000 |
| THE PRESBYTERIAN CHURCH OF JACKSON HOLE | |||||||
| 1251 S PARK LOOP RD | JACKSON | WY | 83001 | NONE | PC | OPERATING NEEDS | $5,000 |
| THE SIMSBURY VOLUNTEER FIRE COMPANY | |||||||
| 871 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PC | OPERATING SUPPORT | $1,000 |
| TROUT UNLIMITED | |||||||
| 1777 N KENT ST SUITE 100 | ARLINGTON | VA | 22209 | NONE | PC | MEMBER MATCH CHALLENEGE / SNAKE RIVER HEADWATERS | $15,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | NONE | PC | CLASS OF 1966 SEYMOUR ENDOWMENT | $5,000 |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 8 W MARKET ST 450 | WILKESBARRE | PA | 18701 | NONE | PC | ANNUAL CAMPAIGN SUPPORT | $10,000 |
| WINGS OF HOPE EQUITHERAPY | |||||||
| PO BOX 445 | BURELSON | TX | 76097 | NONE | PC | OPERATING SUPPORT | $5,000 |
| WYALUSING AREA EDUCATION FOUNDATION | |||||||
| PO BOX 157 | WYALUSING | PA | 18853 | NONE | PC | WYALUSING TO WASHINGTON GOLF SPONSORSHIP | $101,000 |
| WYALUSING AREA SCHOOL DISTRICT | |||||||
| RR 2 BOX 7 | WYALUSING | PA | 18853 | NONE | PC | DIGITAL TEACHING AND LEARNING INITIATIVE; CHROMEBOOK PURCHASES | $500 |
| WYALUSING PRESBYTERIAN CHURCH | |||||||
| 179 CHURCH STREET | WYALUSING | PA | 18853 | NONE | PC | LOCAL MISSION; OPERATIONAL NEEDS | $70 |
| WYALUSING PUBLIC LIBRARY | |||||||
| PO BOX 98 | WYALUSING | PA | 18853 | NONE | PC | OPERATIONAL NEEDS | $10,000 |
| WYALUSING UNITED METHODIST CHURCH | |||||||
| PO BOX 155 | WYALUSING | PA | 18853 | NONE | PC | OPPERATIONAL SUPPORT | $2,000 |
| WYALUSING VALLEY MUSEUM ASSN INC | |||||||
| PO BOX 301 | WYALUSING | PA | 18853 | NONE | PC | OPERATIONAL SUPPORT | $12,000 |
| WYALUSING VALLEY VOLUNTEER FIRE CO | |||||||
| 24 SECOND STREET PO BOX 86 | WYALUSING | PA | 18853 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| WYOMING SEMINARY | |||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18707 | NONE | PC | BRANDED SIGNAGE AND EQUIPMENT AT ZIMMERMAN FIELD AND IN THE LOWER SCHOOL GYMNASIUM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $954,220 | 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 | $16,605 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,589 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,911 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,117,336 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME - FROM PASSTHROUGH INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,315,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,315,360 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS PRIVATE EQUITY PARTNERS | AT COST | $156,259 | $70,607 |
| GS MOUNT KELLETT CAPITAL PARTNERS | AT COST | $73,879 | $4,339 |
| MUTUAL FUNDS | AT COST | $8,990,782 | $11,973,040 |
| JP MORGAN PRIVATE INVESTORS | AT COST | $85,705 | $45,633 |
| JP MORGAN AG WHOLE LOAN FUND | AT COST | $2,029 | $2,029 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM PASSTHROUGH INVESTMENTS | $87,180 | $43,590 | $43,590 |
| OTHER EXPENSES | $65 | $32 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - FROM PASSTHROUGH INVESTMENTS | $3,911 | $3,911 | $3,911 |
| ORDINARY INCOME - FROM PASSTHROUGH INVESTMENTS | $2,919 | $2,919 | $2,919 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTION | $10 |
| TAX-EXEMPT INCOME | $1,114 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - CMS PROCACCIANTI HOTEL FD II-Q L.P. | Desc |
| BOY Book Value | $51,790 | BOYBookValueAmt |
| EOY Book Value | $47,756 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERSONAL SERVICES PAID TO ACCOMPLISH EXEMPT PURPOSE UNDER 53.4941(D)-3(C) | $3,800 | $1,900 | $1,900 |
| PERSONAL SERVICES PAID TO ACCOMPLISH EXEMPT PURPOSE UNDER 53.4941(D)-3(C) | $17,600 | $8,800 | $8,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $16,500 | $0 | $0 |
| FOREIGN TAXES | $763 | $763 | $0 |