GEORGE W RENTSCHLER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE W RENTSCHLER FOUNDATION (EIN 23-6627872)
- Tax period
- 2020-02-01 to 2021-01-31
- Filed
- 2021-06-14
- IRS object ID
- 202101659349100105
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-14T08:19:58-05:00 | ReturnTs |
| Tax Period End | 2021-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233019016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRITCHARD BIELER GRUVER & WILLISON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 BETHLEHEM PIKE SUITE A | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236627872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE W RENTSCHLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WARREN W AYRES ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2156653000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRE SQ WEST 1500 MARKET ST 3400 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN W AYRES | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2156653000 | PhoneNum |
| Signature | 2021-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARREN | PersonFirstNm |
| Person Last | AYRES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY M MORIARITY | PreparerPersonNm |
| PTIN | P00010521 | PTIN |
| Phone | 2159976700 | PhoneNum |
| Preparation | 2021-06-07 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,865,482 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $89,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $678,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,949 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $136,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,499 | 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 |
| Legal Fees Rev And Expnss | $5,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,491 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$62,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$22,693 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $912,391 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $535,955 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $564,963 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $846,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,039,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,410,672 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $466,228 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $420,133 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $450,755 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $85,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $420,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $461,785 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,374,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,352,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,865,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,374,933 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,352,941 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,374,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,352,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,374,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,352,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,374,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,352,941 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,352,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 85000.000 SHRS US TREASURY 2.75% DUE 02/15/24 | P | 2018-03-12 | 2020-03-05 | $91,876 | $85,221 | $6,655 | $6,655 |
| 50000.000 SHRS US TREASURY 2.75% DUE 02/15/24 | P | 2018-03-29 | 2020-03-05 | $54,044 | $50,519 | $3,525 | $3,525 |
| 60000.000 SHRS US TREASURY 2.75% DUE 02/15/24 | P | 2019-06-11 | 2020-03-05 | $64,853 | $62,764 | $2,089 | $2,089 |
| 130000.000 SHRS US TREASURY 4.5% DUE 2/15/36 | P | 2020-01-27 | 2020-08-28 | $196,181 | $177,932 | $18,249 | $18,249 |
| 50000.000 SHRS APPLIED MATERIALS 4.3% DUE 6/5/21 | P | 2015-09-30 | 2020-06-29 | $51,892 | $54,140 | -$2,248 | -$2,248 |
| 40000.000 SHRS NCR ESCROW CORP 5% DUE 7/15/22 | P | 2013-12-20 | 2020-09-21 | $40,000 | $38,304 | $1,696 | $1,696 |
| 75.000 SHRS BOEING CO | P | 2014-08-26 | 2020-03-20 | $7,732 | $9,575 | -$1,843 | -$1,843 |
| 575.000 SHRS CARNIVAL CORP | P | 2016-07-28 | 2020-02-25 | $24,041 | $26,780 | -$2,739 | -$2,739 |
| 150.000 SHRS CHEVRON CORPORATION | P | 2013-01-11 | 2020-05-18 | $13,345 | $16,760 | -$3,415 | -$3,415 |
| 425.000 SHRS COCA-COLA | P | 2020-03-24 | 2021-01-22 | $20,578 | $17,098 | $3,480 | $3,480 |
| 669.000 SHRS NUTRIEN LTD | P | 2018-01-02 | 2020-04-27 | $23,121 | $29,319 | -$6,198 | -$6,198 |
| 925.000 SHRS PFIZER INCORPORATED | P | 2012-02-17 | 2020-02-05 | $34,830 | $19,619 | $15,211 | $15,211 |
| 275.000 SHRS PNC FINANCIAL SERVICES | P | 2013-01-04 | 2021-01-29 | $39,207 | $16,471 | $22,736 | $22,736 |
| RAYTHEON TECHNOLOGIES | P | 2020-04-03 | 2020-04-06 | $19 | $19 | $19 | |
| 475.000 SHRS TOTAL S A F | P | 2018-02-02 | 2020-03-12 | $17,257 | $27,525 | -$10,268 | -$10,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | 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 | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $189 | OverpaymentAmt |
| Applied To ES Tax | $189 | 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 | OBERMAYER REBMANN MAXWELL HIPPEL | IndividualWithBooksNm |
| Phone | 2156653000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRE SQUARE WEST 1500 MARKET | AddressLine1Txt |
| Address Line2 | STREET SUITE 3400 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | 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 |
|---|---|---|---|---|---|---|---|---|
| HUGH SUTHERLAND | ||||||||
| CENTRE SQ WEST 1500 MARKET ST 3400 | PHILADELPHIA | PA | 19102 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANASTASIUS EFSTRATIADES | ||||||||
| CENTRE SQ WEST 1500 MARKET ST 3400 | PHILADELPHIA | PA | 19102 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WARREN W AYRES | ||||||||
| CENTRE SQ WEST 1500 MARKET ST 3400 | PHILADELPHIA | PA | 19102 | SECRETARY/TREASURER | 0.00 | $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 | $2,671,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,716 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,775,584 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,775,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,733,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,729 | TotalTaxAmt |
| Distributable Before Adj | $134,969 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,969 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,969 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,473 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $142,473 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $142,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $7,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,369 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,007 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,504 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,511 | 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 | $8 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,469 | ExcessFromYear4Amt |
| Excess From Year2 | $7,161 | ExcessFromYear2Amt |
| Excess From Year1 | $2,369 | ExcessFromYear1Amt |
| Excess From Current Year | $7,504 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HUGH SUTHERLAND ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRE SQUARE WEST 1500 MARKET | AddressLine1Txt |
| Address Line2 | STREET SUITE 3400 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156653000 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING ON APPLICATION OBTAINABLE FROM ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS ARE DISTRIBUTED FOR THE BENEFIT OF CHARITABLE RELIGIOUS, SCIENTIFIC & EDUCATIONAL TAX EXEMPT ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR CHILD ADVOCATES | ||||||||
| 1617 JFK BOULEVARD SUITE 1200 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | FOR SUPPORT OF CHILDREN WITH COMPLEX MEDICAL NEEDS PROGRAM WHICH PROVIDES LAWYER AND SOCIAL WORKER ADVOCATES FOR YOUNG CHILDREN WITH LASTING PHYSICAL PROBLEMS RELATED TO ABUSE AND NEGLECT. | $5,000 | |
| CENTRO NUEVA CREACION | ||||||||
| 185 W TIOGA STREET | PHILADELPHIA | PA | 19140 | NONE | PUBLIC CHARITY | FOR SUPPORT OF THE GRITO DE LARES PROJECT WHICH WILL MEET WITH YOUTH TWO DAYS PER WEEK AFTER SCHOOL FROM 4:30 P.M. UNTIL 6:00 P.M. AND TWO SATURDAYS PER MONTH FROM 10:00 A.M. UNTIL 1:00 P.M. FOR LEADERSHIP AND ENRICHMENT PROGRAMMING. TO TEACH SELF-AWARENESS, SELF-DETERMINATION, AND SELF-SUFFICIENCY AS A LEADER AND IN ACHIEVING ACADEMIC AND PERSONAL GOALS IN LIFE TO STUDENTS LIVING AND GOING TO SCHOOL IN THE FAIRHILL (BADLANDS) SECTION OF PHILADELPHIA. | $1,000 | |
| CRADLE OF HOPE | ||||||||
| 1657 THE FAIRWAY 140 | JENKINTOWN | PA | 19046 | NONE | PUBLIC CHARITY | FOR SUPPORT TO PROVIDE GENERAL OPERATING FUNDS OF OUR TRANSITIONAL HOUSING, CASE MANAGEMENT AND CRISIS PREGNANCY SERVICES FOR LOW-INCOME, HOMELESS, SINGLE MOTHERS AND THEIR INFANTS, WITH SPECIAL NEEDS DURING THE COVID PANDEMIC FROM THE CITY OF PHILADELPHIA AND SURROUNDING COUNTIES. THESE PROGRAMS TRANSITION EACH MOTHER TO EMPLOYMENT, HER OWN RESIDENCE, AND INDEPENDENT LIVING. | $2,000 | |
| HELLENIC FEDEARTION OF NEW JERSEY INC | ||||||||
| 40 BROOKS ROAD | MOORESTOWN | NJ | 08057 | NONE | PUBLIC CHARITY | FOR SUPPORT OF STUDENT SCHOLARSHIP PROGRAM TO STUDENTS OF HELLENIC BACKGROUND IN BOTH UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS. | $3,000 | |
| INTERFAITH HOSPITALITY NETWORK | ||||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING SUPPORT OF THE EMERGENCY SHELTER PROGRAM, A VOLUNTEER-BASED SHELTER FOR HOMELESS FAMILIES, WITH PROFESSIONAL CASE MANAGEMENT AND PROGRAM OVERSIGHT AND CRITICAL EXPANSION EFFORTS DURING THE PANDEMIC. | $15,000 | |
| LIGUORI ACADEMY | ||||||||
| 1952 EAST ALLEGHENY AVENUE | PHILADELPHIA | PA | 19134 | NONE | PUBLIC CHARITY | FOR SUPPORT OF OUR CONSTRUCTION COHORT WHICH WILL INTRODUCE STUDENTS TO VARIOUS CAREER PATHS IN CARPENTRY, HVAC, AND ELECTRICAL WORK. | $5,000 | |
| LYMPHATIC EDUCATION & RESEARCH NETWORK (LE&RN) | ||||||||
| 261 MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | FOR SUPPORT TO ASSIST LE&RN IN CONTINUING THIS PROGRAM THAT SUPPORTS EXEMPLARY AMERICAN POST-DOCTORAL RESEARCHERS IN SEARCH OF LYMPHATIC DISEASE BREAKTHROUGHS. | $5,000 | |
| NATIONAL LYMPHEDEMA NETWORK | ||||||||
| 411 LAFAYETTE STREET 6TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | FOR SUPPORT TO PROVIDE EDUCATIONAL WEBINARS AND SERVICES TO PATIENTS, CAREGIVERS, THERAPISTS AND MEDICAL TEAMS FOR ALL INDIVIDUALS AT RISK FOR OR AFFECTED BY LYMPHEDEMA. PROVIDE COMPRESSION GARMENTS NOT COVERED BY INSURANCE THROUGH THE NLN GARMENT PROGRAM. | $5,000 | |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | NONE | PUBLIC CHARITY | FOR SUPPORT TO FUND THE GEORGE W. RENSTCHLER HUGH C SUTHERLAND ENDOWED SCHOLARSHIP WHICH WOULD PROVIDE FINANCIAL AID FOR DESERVING STUDENTS. | $50,000 | |
| ORDER OF AHEPA | ||||||||
| C/O LAW OFFICES OF GEORGE G | PENNSAUKEN | NJ | 08109 | NONE | PUBLIC CHARITY | FOR SUPPORT OF AHEPAS BICENTENNIAL COMMITTEE IN EDUCATION OF THE UNIQUE ROLE OF PHILADELPHIA IN THE MOVEMENT AND IN SUPPORT OF THE GREEK WAR OF INDEPENDENCE OF 1821. AHEPA PLANS ON CELEBRATING WITH SYMPOSIUMS AND SEMINARS, MEETINGS WITH PHILADELPHIA CIVIL SERVANTS BOTH IN PERSON AND OR IF NECESSARY, VIRTUALLY. THIS WILL CULMINATE IN THE GREEK INDEPENDENCE DAY PARADE AND ASSOCIATED FESTIVITIES TENTATIVELY SCHEDULED IN MARCH OF 2021 ON THE BENJAMIN FRANKLIN PARKWAY. | $12,000 | HORIATES ESQ 7010 KAIGHN AVE US HWY |
| PIFARRO THE RENAISSANCE BAND | ||||||||
| 2238 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | FOR SUPPORT TO ENABLE PIFFARO TO PURSUE AN ARTISTICALLY AMBITIOUS SEASON IN 2020/2021. | $15,000 | |
| ST THOMAS HELLENIC AFTERNOON SCHOOL | ||||||||
| 615 MERCER STREET | CHERRY HILL | NJ | 08034 | NONE | PUBLIC CHARITY | FOR PURCHASE OF ONLINE INSTRUCTION PROGRAM FOR GREEK LANGUAGE, ELLINOPOULA AND FUNDING OF ZOOM SUBSCRIPTION TO CONTINUE AFTERNOON SCHOOL DURING PANDEMIC. | $5,000 | |
| THE BARN AT SPRING BROOK FARM INC | ||||||||
| 360 LOCUST GROVE ROAD | WEST CHESTER | PA | 19382 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT OF CHILDREN WITH DISABILITIES AGES 2-12 THROUGH ANIMAL ASSISTED AND NATURE-BASED ACTIVITIES ON A 17-ACRE FARM IN WEST CHESTER, PA. DEPENDING ON THE UNIQUE NEEDS AND GOALS OF EACH CHILD WE SERVE, ACTIVITIES AND OUTCOMES MAY INCLUDE FEEDING, GROOMING, AND EXERCISING OUR ANIMALS TO BUILD SMALL AND LARGE MOTOR SKILLS | $1,000 | |
| THE SALVATION ARMY | ||||||||
| 701 NORTH BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | FOR SUPPORT OF THE LEARNING ZONE PROGRAM TO PROVIDE ACADEMIC TUTORING (STEM, STEAM, MUSIC, WRITING, COLLEGE AND CAREER READINESS), SAFE AFTER SCHOOL AND SUMMER READ, LEARN, CONNECT WITH FRIENDS, PLAY GIVING AT-RISK CHILDREN HEALTHY ALTERNATIVES TO LESS DESIRABLE AFTER SCHOOL OPTIONS | $3,000 | |
| TO OUR CHILDREN'S FUTURE WITH HEALTH INC | ||||||||
| 4035 POWELTON AVENUE | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | FOR SUPPORT OF AFTER VIRTUAL ZOOM SCHOOL AND SUMMER PROGRAMS, COMMUNITY YOUTH INITIATIVES, AND SPECIAL PROJECTS TO CREATIVELY ENGAGE YOUTH IN ACTIVITIES AND EDUCATION THAT CAPTURE THEIR INTEREST AN ULTIMATELY DETER THEM FROM ENGAGING IN RISKY BEHAVIOR IN LEWIS C. CASSIDY SCHOOL (K-5), AND ROBERT E. LAMBERTON SCHOOL (K-5). BOTH SCHOOLS SERVE YOUTH WHO RESIDE IN THE PHILADELPHIA CITY ZIP CODE 19151. | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,437 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,499 | 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 INCOME AND CAPITAL GAINS PROVIDE RESOURCES TO FUND GRANTS |
| 4 | PAID OUT TO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION. FURTHERMORE |
| 8 | THIS INCOME IS EXCLUDED FROM GROSS INCOME UNDER CODE SECTION 103. |
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 | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 35000 ZOETIS INC 3.25% DUE 2/1/23 | $34,250 | $36,737 |
| 75000 MERCK & CO 5.75% DUE 11-15-36 | $104,078 | $108,029 |
| 50000 WESTERN UNION 6.2% DUE 11/17/36 | $51,859 | $61,893 |
| 50000 FORD MOTOR COMPANY 7.125% DUE 11-15-25 | $51,324 | $57,812 |
| 35000 COACH, INC. 4.25% DUE 4/1/25 | $35,765 | $37,760 |
| 45000 SHRS KRAFT HEINZ FOOD 3%26 | $46,349 | $47,586 |
| 30000 FORD MOTOR COMPANY 7.50% DUE 8/1/26 | $36,219 | $34,983 |
| 60000 DELPHI CORPORATION 4.15% DUE 3/15/24 | $60,289 | $65,955 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 130 SHRS MCDONALDS CORP | $20,764 | $27,019 |
| 750 CITIZENS FINL GROUP | $21,181 | $27,330 |
| 400 DIMINION ENERGY INC | $25,806 | $29,156 |
| 108 DOWDUPONT | $7,113 | $5,605 |
| 500 ENERGY INC | $27,646 | $26,865 |
| 425 SCHLUMBERGER LTD | $29,376 | $9,439 |
| 285 ZIMMER BIOMET | $32,670 | $43,796 |
| 850 COMCAST | $36,468 | $42,135 |
| 175 SHRS ELECTRONIC ARTS INC | $16,368 | $25,060 |
| 100 SHRS FACEBOOK INC | $18,953 | $25,833 |
| 575 SHRS PINNACLE WEST CAP | $43,796 | $43,269 |
| 275 SHRS GENUINE PARTS CO | $22,910 | $25,817 |
| 100 SHRS SNAP ON INC | $13,689 | $17,999 |
| 1200 SHRS KRAFT HEINZ CO | $36,455 | $40,212 |
| 300 SHRS TJX COMPANIES INC | $17,017 | $19,212 |
| 75 SHRS UNITED HEALTH GRP | $17,753 | $25,019 |
| 2245 SHRS ANNALY CAPITA | $51,995 | $55,990 |
| 1250 SHRS AT&T INC | $36,962 | $35,788 |
| 650 SHRS FIRSTENERGY CORP | $38,241 | $39,988 |
| 1000 SHRS FRANKLIN RESOURCES | $19,572 | $26,290 |
| 200 SHRS IBM CORP | $20,375 | $23,822 |
| 250 SHRS JACOBS ENGINEERING | $22,145 | $25,240 |
| 625 SHRS JOHNSON CONTROLS INTER | $22,726 | $31,138 |
| 175 SHRS INGREDION INC | $13,377 | $13,207 |
| 900 SHRS INTEL CORP | $45,392 | $49,959 |
| 28 ALPHABET INC | $32,074 | $51,166 |
| 775 MONDELEZ | $33,062 | $42,966 |
| 250 EXXON MOBIL | $20,186 | $11,210 |
| 425 VERIZON COMMUNICATIONS | $13,130 | $23,269 |
| 450 MICROSOFT CORP | $14,011 | $104,382 |
| 575 MERCK & CO INC | $22,460 | $44,315 |
| 525 RAYTHEON | $31,570 | $35,032 |
| 875 ORACLE CORPORATION | $38,138 | $52,876 |
| 1350 CISCO SYSTEMS INC | $39,191 | $60,183 |
| 925 TRUIST FINL CORP | $37,604 | $44,382 |
| 600 ABBOTT LABORATORIES | $12,561 | $74,154 |
| 200 HOME DEPOT | $23,230 | $54,164 |
| 325 JP MORGAN CHASE | $30,175 | $41,818 |
| 100 BERKSHIRE HATHAWAY | $16,591 | $22,787 |
| 150 CHEVRON CORPORATION | $16,760 | $12,780 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $535,955 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $564,963 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 100000 SHRS SCHWAB US TRSY MONEY INV | AT COST | $100,000 | $100,000 |
| 1275 VANGUARD CORP BOND ETF - INTERMEDIATE TERM | AT COST | $115,570 | $122,769 |
| 1000 SHRS SCHWAB US DIVIDEND | AT COST | $57,059 | $63,560 |
| 650 SHRS VANGUARD HIGH DIVIDEND | AT COST | $53,937 | $59,144 |
| 435 SHRS ISHARES RUSSELL TOP 200 | AT COST | $39,891 | $57,372 |
| 1000 SHRS SCHWAB US LARGE CAP | AT COST | $53,592 | $58,940 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,800 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $698 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $698 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $10,150 | Amt |
| Net Investment Income | $10,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $3,893 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |