KENNETH AND CAROLINE TAYLOR FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CAROLINE TAYLOR FAMILY FOUNDATION (EIN 25-6742004)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349100935
- 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
- Schedule B
- Accounting Fees Schedule
- 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 | 2021-11-09T11:02:36-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-08 | 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 | 2021-11-11 | 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 | 2020 | 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 | $11,710,991 | 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 | $9,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,298 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,817,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$11,134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$11,134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $345,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,469 | 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 |
| Accounting Fees Rev And Expnss | $8,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,425 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,425 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $579,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $579,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $668,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$323,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $167,229 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,172 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,802,848 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,427,515 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,474,819 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,970,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,663,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,710,991 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37,606 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,790 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,606 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,790 | 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 | $9,932,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,611,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,932,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,611,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,970,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,663,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,932,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$323,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,887 | OtherIncreasesAmt |
| Subtotal | $9,611,897 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,611,897 | 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 | $1,047,093 | $944,159 | $102,934 | $102,934 | |||
| PUBLICLY TRADED SECURITIES | $3,701,399 | $3,781,775 | -$80,376 | -$80,376 | |||
| CAPITAL GAIN FROM PASSTHROUGH | $21,455 | $21,455 | P | 2019-01-01 | 2020-12-31 | ||
| CAPITAL GAINS DIVIDENDS | $69,132 | $69,132 | $69,132 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,145 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,063 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,063 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,038 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,538 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,475 | OverpaymentAmt |
| Applied To ES Tax | $2,475 | 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 | MS BARBARA HUGO | 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 | $10,408,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,631,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,631,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,471,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,063 | TotalTaxAmt |
| Distributable Before Adj | $519,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $623,230 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $623,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $442,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $442,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $623,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $519,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,698 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $546,564 | 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 | $546,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $442,866 | ExcessFromYear1Amt |
| Excess From Current Year | $103,698 | 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 (53 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 |
| CHILD HUNGER OUTREACH PARTNERS | |||||||
| 2 ELIZABETH STREET | TOWANDA | PA | 18848 | NONE | GENERAL OPERATING FUNDS | $500 | |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PF | OLD BILL'S FUN RUN - RAISES FUNDS FOR LOCAL ORGANIZATIONS; SCHOLARSHIP FUND; SECRET SANTA; COMMUNITY EMERGENCY RESPONSE FUND | $21,700 |
| COMMUNITY FOUNDATION OF THE TWIN TIERS | |||||||
| 104 W LOCKHART STREET UNIT 2 | SAYRE | PA | 18840 | NONE | PF | ANNUAL SCHOLARSHIP OPERATING COSTS | $1,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PC | ANNUAL FUND | $2,000 |
| DOUG COOMBS FOUNDATION | |||||||
| PO BOX 7665 | JACKSON | WY | 83002 | NONE | PF | GENERAL OPERATING FUNDS | $500 |
| EAST TEXAS COMMUNITIES FOUNDATION | |||||||
| 315 N BROADWAY AVE STE 210 | TYLER | TX | 75702 | NONE | PF | HELEN EBERT SCHOLARSHIP FUND | $1,000 |
| EML LIONS FOUNDATION | |||||||
| PO BOX 105 | LAPORTE | PA | 18626 | NONE | PF | 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 | PF | OPERATING FUND | $1,000 |
| GUTHRIE HEALTHCARE SYSTEM | |||||||
| ONE GUTHRIE SQUARE | SAYRE | PA | 18840 | NONE | PC | FORWARD TOGETHER CAMPAIGN; ANNUAL SUPPORT | $210,000 |
| HUNTERS SHARING THE HARVEST | |||||||
| 6780 HICKORY LANE | HARRISBURG | PA | 17112 | NONE | PC | OPERATIONAL NEEDS | $5,000 |
| JACKSON HOLE AMERICAN LEGION | |||||||
| 190 N CACHE ST | JACKSON | WY | 83001 | NONE | SUPPORT MONUMENT PROJECT | $500 | |
| 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 | PF | ANNUAL SUPPORT OF WILDLIFE PROGRAMS | $500 |
| KINGSWOOD OXFORD | |||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06119 | NONE | PC | MIDDLE SCHOOL SCIENCE DEPARTMENT FOR CURRICULUM DEVELOPMENT | $20,000 |
| 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 | $26,000 |
| NEW ALBANY FIRE COMPANY | |||||||
| PO BOX 167 | NEW ALBANY | PA | 18833 | NONE | PC | OPERATING SUPPORT | $5,000 |
| NORTH BRANCH LAND TRUST | |||||||
| 11 CARVERTON ROAD | TRUCKSVILLE | PA | 18708 | NONE | PC | ANNUAL SUPPORT | $7,500 |
| 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 | $1,260 |
| PROTECT OUR WATER JACKSON HOLE | |||||||
| PO BOX 1014 | WILSON | WY | 83014 | NONE | ANNUAL SUPPORT | $10,000 | |
| RENDEZVOUS PARK | |||||||
| PO BOX 6430 | JACKSON | WY | 83002 | NONE | PC | OPERATING SUPPORT | $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 | $60,000 |
| SIMSBURY VOLUNTEER AMBULANCE ASSOCIATION | |||||||
| PO BOX 301 | SIMSBURY | CT | 06070 | NONE | PC | OPERATING SUPPORT | $1,000 |
| ST JOHN'S HOSPITAL FOUNDATION | |||||||
| 555 EAST BROADWAY SUITE 213 | JACKSON | WY | 83001 | NONE | PF | ANNUAL OPERATING SUPPORT | $10,000 |
| STRIPPING FOR A CURE | |||||||
| PO BOX 11034 | JACKSON | WY | 83002 | NONE | SUPPORT STRIPPING FOR A CURE | $500 | |
| TACO FOOD PANTRY | |||||||
| PO BOX 262 | TOWANDA | PA | 18848 | NONE | PC | TOWANDA FOOD PROGRAM ANNUAL SUPPORT | $5,000 |
| 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 | $5,000 |
| THE PRESBYTERIAN CHURCH OF JACKSON HOLE | |||||||
| 1251 S PARK LOOP RD | JACKSON | WY | 83001 | NONE | OPERATING NEEDS | $5,000 | |
| THE SIMSBURY VOLUNTEER FIRE COMPANY | |||||||
| 871 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PC | OPERATING SUPPORT | $1,000 |
| TROUT UNLIMITED CONSERVATION FUND | |||||||
| 1300 N 17TH STREET 500 | ARLINGTON | VA | 22209 | NONE | PC | SNAKE RIVER HEADWATERS PROJECT | $5,000 |
| TROUT UNLIMITED GENERAL FUND | |||||||
| 1300 N 17TH STREET 500 | ARLINGTON | VA | 22209 | NONE | PC | OPERATING SUPPORT | $10,000 |
| UNITED WAY OF BRADFORD COUNTY | |||||||
| PO BOX 106 | TOWANDA | PA | 18848 | NONE | PC | CONTRIBUTION - WYALUSING AREA CAMPAIGN | $25,000 |
| 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 | PF | WYALUSING TO WASHINGTON GOLF SPONSORSHIP | $1,000 |
| 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 VALLEY MUSEUM ASSN INC | |||||||
| PO BOX 301 | WYALUSING | PA | 18853 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| 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 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $579,230 | 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 | $18,298 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,160 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,069 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,145 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME - FROM PASSTHROUGH INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$14,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $336,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,469 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,600 | Amt |
| Net Investment Income | $4,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,300 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CMS WINSTON EQUITY PARTNERS | AT COST | $21,695 | $17,119 |
| MELLON PRIVATE EQUITY FUND IV | AT COST | $12,595 | $4,246 |
| GS PRIVATE EQUITY PARTNERS | AT COST | $175,193 | $72,037 |
| GS MOUNT KELLETT CAPITAL PARTNERS | AT COST | $66,323 | $5,069 |
| MUTUAL FUNDS | AT COST | $8,968,436 | $11,266,100 |
| JP MORGAN PRIVATE INVESTORS | AT COST | $103,115 | $70,127 |
| JP MORGAN AG WHOLE LOAN FUND | AT COST | $80,158 | $40,121 |
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 | $58,470 | $29,235 | $29,235 |
| OTHER EXPENSES | $80 | $40 | $40 |
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 | $3,069 | $3,069 | $3,069 |
| ORDINARY INCOME - FROM PASSTHROUGH INVESTMENTS | -$14,203 | -$14,203 | -$14,203 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| QEF INCOME ADJUSTMENT FROM K-1 (NO ELECTION MADE) | $2,844 |
| NON-DIVIDEND DISTRIBUTION | $43 |
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 | $37,606 | BOYBookValueAmt |
| EOY Book Value | $51,790 | 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) | $4,850 | $2,425 | $2,425 |
| PERSONAL SERVICES PAID TO ACCOMPLISH EXEMPT PURPOSE UNDER 53.4941(D)-3(C) | $16,000 | $8,000 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,500 | $0 | $0 |
| FOREIGN TAXES | $200 | $200 | $0 |