RIDER-POOL FOUNDATION 43501: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RIDER-POOL FOUNDATION 43501 (EIN 23-6207356)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-12-23
- IRS object ID
- 202213579349100401
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-23T10:00:07-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236207356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RIDER-POOL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIDE | BusinessNameControlTxt |
| Phone | 2155857513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 2155857513 | PhoneNum |
| Signature | 2022-12-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HEALEY JR | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2022-12-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,776,755 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $159,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,513 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,246,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,915 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,213 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,480 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $179,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,908 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,052 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,642 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,410 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $12,446 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,446 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,318 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $12,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $687 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,337 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $563,912 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $563,912 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $639,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$460,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $486,424 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,117 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $10,192,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,279,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,361,446 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $3,003,298 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,126,192 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,678,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,572,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,776,755 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,678,832 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,572,223 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,678,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,572,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,678,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,572,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,678,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$460,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $356,275 | OtherIncreasesAmt |
| Subtotal | $10,574,676 | SubtotalAmt |
| Other Decreases | $2,453 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,572,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25.911 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2020-02-05 | $3,310 | $2,242 | $1,068 | $1,068 | |
| 25.716 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2020-03-31 | $3,165 | $2,225 | $940 | $940 | |
| 34563.434 DIAMOND HILL LONG-SHORT FUND CL I | 2016-05-12 | 2020-05-13 | $742,077 | $850,000 | -$107,923 | -$107,923 | |
| 12295. EAGLE POINT CREDIT CO INC | 2015-11-19 | 2020-05-13 | $74,020 | $198,609 | -$124,589 | -$124,589 | |
| 3471.017 EATON VANCE ATLANTA CAPITAL SMID CAP FUND INVESTOR CLASS | 2015-11-10 | 2020-05-13 | $100,000 | $95,765 | $4,235 | $4,235 | |
| 3510.25 T ROWE PR GROWTH STOCK-I | 2004-10-06 | 2020-05-13 | $250,000 | $87,163 | $162,837 | $162,837 | |
| 19821.606 TEMPLETON GLOBAL BOND FUND R6 | 2017-11-06 | 2020-05-13 | $200,000 | $237,399 | -$37,399 | -$37,399 | |
| 1442. ISHARES TR RUSSELL 2000 | 2017-05-17 | 2020-06-05 | $217,492 | $195,189 | $22,303 | $22,303 | |
| 24.378 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2020-06-30 | $2,800 | $2,110 | $690 | $690 | |
| 20.68 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2020-09-30 | $2,509 | $1,790 | $719 | $719 | |
| 57022.809 IVA INTERNATIONAL FUND CLASS I | 2015-11-16 | 2020-10-19 | $793,187 | $950,000 | -$156,813 | -$156,813 | |
| 6053.269 NEUBERGER BERMAN LONG SH-INS | 2020-05-13 | 2020-11-05 | $100,000 | $88,317 | $11,683 | $11,683 | |
| 1047.998 T ROWE PR GROWTH STOCK-I | 2004-10-06 | 2020-11-05 | $100,000 | $26,023 | $73,977 | $73,977 | |
| 500000. TEMPORARY ASSET FOR INVESTED FUNDS PENDING UNITS/PRICE/ | 2000-12-31 | 2020-12-29 | $500,000 | $500,000 | |||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P | |||||
| CAPITAL GAIN DIVIDENDS | $158,187 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,915 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,258 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,175 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,083 | OriginalReturnOverpaymentAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $726 | OverpaymentAmt |
| Applied To ES Tax | $726 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155857513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | TRUSTEE | 5 | $42,052 |
| LEON C HOLT JR | ||||||
| 2112 KIRKLAND VILLAGE CIRCLE | BETHLEHEM | PA | 18017 | TRUSTEE | 1 | $0 |
| JOHN P JONES III | ||||||
| 3020 FAIRFIELD DRIVE | ALLENTOWN | PA | 18103 | TRUSTEE | 1 | $0 |
| JOHN E MCGLADE | ||||||
| 2112 LORING DRIVE | ALLENTOWN | PA | 18104 | TRUSTEE | 1 | $0 |
| J SCOTT PIDOCK | ||||||
| 343 N 27TH STREET | ALLENTOWN | PA | 18104 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,969,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,969,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,969,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,790,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,449 | TotalTaxAmt |
| Distributable Before Adj | $588,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $588,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $588,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $597,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $597,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $588,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $563,799 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $597,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $563,799 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,306 | 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 | $554,751 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| 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 | EDWARD F MEEHAN M P H EXECUTIVE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 W HAMILTON STREET SUITE 202 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107709346 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE ACCEPTED THROUGH AN ELECTRONIC APPLICATION PROCESS. THE APPLICATION CAN BE FOUND AT WEBSITE, WWW.POOLTRUST.ORG TO BEGIN THIS PROCESS. SEE ATTACHED THE RIDER-POOL FOUNDATION APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEARLY BY APRIL 1ST FOR FUNDING YEARLY ON JUNE 1ST YEARLY BY AUGUST 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS PER THE ATTACHED APPLICATION PROCESS STATEMENT FROM THE RIDER-POOL FOUNDATION WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| DOROTHY RIDER POOL HEALTH CARE TRUST | ||||||||
| C/O PNC BANK NA | 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL USE OF THE | $313,912 |
| COMMUNITY SERVICES FOR CHILDREN | ||||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | NONE | PC | GENERAL USE OF THE | $25,000 | |
| ALLENTOWN AREA ECUMENICAL | ||||||||
| FOODBANK | 534 CHEW ST | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF THE | $50,000 |
| LEHIGH VALLEY COMM BROADCASTERS | ||||||||
| 301 BROADWAY | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL USE OF THE | $10,000 | |
| COMMUNITY DEVELOPMENT CORP OF THE | ||||||||
| LEHIGH VALLEY | 1337 E 5TH ST | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL USE OF THE | $25,000 |
| NATIONAL MUSEUM OF INDUSTRIAL HISTORY | ||||||||
| 511 E 3RD ST STE 270 | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL USE OF THE | $15,000 | |
| PROMISE NEIGHBORHOODS OF THE LEHIGH | ||||||||
| VALLEY | 347 N 8TH STREET | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF THE | $50,000 |
| BUILDING 21 | ||||||||
| 265 LEHIGH ST | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF THE | $25,000 | |
| RIPPLE COMMUNITY INC | ||||||||
| 1335 LINDEN ST | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF ORGANIZATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $563,912 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Related Or Exempt Function Incm | $10,213 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $169,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,213 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,262 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE ASSETS | |||
| MUTUAL FUNDS - FIXED | |||
| MUTUAL FUNDS - EQUITY | |||
| ETF-FIXED | |||
| ETF-EQUITY | |||
| 66922204 ISHARES S&P 500 INDEX | AT COST | $217,605 | $580,001 |
| 277902698 EATON VANCE ATLANTA | AT COST | $204,235 | $278,260 |
| 315910802 FIDELITY INVT TR DIV | AT COST | $394,600 | $430,243 |
| 464287507 ISHARES CORE S&P MID | AT COST | $221,790 | $522,863 |
| 741479406 T ROWE PR GROWTH STO | AT COST | $428,455 | $1,122,498 |
| 880208772 TEMPLETON GLOBAL BON | AT COST | $277,067 | $222,338 |
| 921937702 VANGUARD SHORT TERM | AT COST | $949,138 | $986,593 |
| 922018304 VANGUARD WINDSOR II | AT COST | $899,230 | $1,082,395 |
| 922031836 VANGUARD SHORT TERM | AT COST | $675,300 | $701,867 |
| 32008F200 FIRST EAGLE OVERSEAS | AT COST | $394,600 | $440,597 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $923,789 | $991,027 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $369,360 | $423,919 |
| 52106N459 LAZARD GLOBAL LISTED | AT COST | $635,956 | $794,813 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $688,683 | $784,032 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $12,446 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,446 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| XXX-XX-XXXX HATTERAS CORE ALTERN | $20,522 | $33,095 |
| XXX-XX-XXXX BROADSTONE NET LEASE | $500,000 | $471,800 |
| XXX-XX-XXXX RADCLIFFE INTERNATIO | $1,982,776 | $2,121,297 |
| XXX-XX-XXXX TEMPORARY ASSET FOR | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2020 TRANSACTION POSTED IN 2021 | Desc |
| Amt | $2,453 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSES | $12,337 | $0 | $12,337 |
| PARTNERSHIP EXPENSE | $687 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $10,213 | $0 |
| FROM HATTERAS K-1 | $1,480 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR CARRY VALUE TO TAX COST. | Desc |
| Amt | $356,275 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $2,628 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,438 | $3,438 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,880 | $2,880 | $0 |