SYLK CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SYLK CHARITABLE TRUST (EIN 23-7809130)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202111319349101236
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T10:09:43-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233083411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIEBERMAN AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 W SKIPPACK PIKE | AddressLine1Txt |
| City | AMBLER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19002 | 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 | 237809130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLK CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYLK | BusinessNameControlTxt |
| Phone | 6107471111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIGHLAND AVENUE | AddressLine1Txt |
| City | MERION STATION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD A SYLK | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD A | PersonFirstNm |
| Person Last | SYLK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEROME CLIEBERMAN | PreparerPersonNm |
| PTIN | P00076419 | PTIN |
| Phone | 2156284100 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $279,412 | 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 | $23,898 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,722 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,722 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $27,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,722 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,722 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $882 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $99 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,722 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $754 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $365,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $389,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $278,653 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,564 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,564 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $409,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $392,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,412 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $409,711 | RetainedEarningBOYAmt |
| Retained Earning EOY | $392,450 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $409,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $392,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $409,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $392,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $409,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,261 | ExcessRevenueOverExpensesAmt |
| Subtotal | $392,450 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $392,450 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28 | SubtotalAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $28 | TaxDueAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD A SYLK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6107471111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIGHLAND AVENUE | AddressLine1Txt |
| City | MERION STATION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190661708 | 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 | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD A SYLK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIIGHLAND AVENUE | AddressLine1Txt |
| City | MERION STATION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Foundation Mgr. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $255,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $276,594 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $276,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $272,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28 | TotalTaxAmt |
| Distributable Before Adj | $13,594 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,594 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,594 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,142 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,142 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $43,142 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,594 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $84,040 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,627 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,253 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $113,879 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $499,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,142 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,548 | RemainingDistriFromCorpusAmt |
| Total Corpus | $529,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,040 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $445,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,901 | ExcessFromYear4Amt |
| Excess From Year3 | $106,627 | ExcessFromYear3Amt |
| Excess From Year2 | $101,253 | ExcessFromYear2Amt |
| Excess From Year1 | $113,879 | ExcessFromYear1Amt |
| Excess From Current Year | $29,548 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HAR ZION TEMPLE | |||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | RELIGIOUS | $3,500 |
| COLUMBIA UNIV BUS SCHOOL | |||||
| 33 W 60TH ST | NEW YORK CITY | NY | 10023 | CHARITABLE | $5,000 |
| PA ACADEMY OF FINE ARTS | |||||
| 128 N BROAD ST | PHILA | PA | 19102 | CHARITABLE | $1,000 |
| PHILA MUSEUM OF ART | |||||
| BOX 7646 | PHILA | PA | 19107 | CHARITABLE | $250 |
| UNIVERSITY OF PA-ABRAMSON CANCER | |||||
| 3535 MARKET ST | PHILA | PA | 19104 | RESEARCH | $10,000 |
| THE PHILADELPHIA ORCHESTRA | |||||
| ONE SO BROAD ST 14TH FLOOR | PHILADELPHIA | PA | 19107 | CHARITABLE | $2,500 |
| LYCOMING COLLEGE | |||||
| 700 COOLEGE PLACE | WILLIAMSPORT | PA | 17701 | EDUCATIONAL | $10,000 |
| JEWISH NATIONA FUND | |||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | RELIGIOUS | $1,800 |
| MIDDLE EAST FORUM | |||||
| 1650 MARKET STREET 3600 | PHILADELPHIA | PA | 19103 | CHARITABLE | $1,000 |
| MISSION KIDS CHILD ADVOCACY | |||||
| 180 W GERMANTOWN PIKE | EAST NORITON | PA | 19401 | CHARITABLE | $5,000 |
| THE BULL STONE HOUSE FDTN | |||||
| 183 COUNTY ROAD 56 | CAMPBELL HALL | NY | 10916 | CHARITABLE | $1,000 |
| FRIENDS CENTRAL SCHOOL | |||||
| 1101 CITY AVE | WYNNEWOOD | PA | 19096 | EDUCATIONAL | $250 |
| JCHAI | |||||
| 274 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | CHARITABLE | $300 |
| LIVE THE ARTS | |||||
| 777 S BROAD ST STE 300 | PHILADELPHIA | PA | 19147 | CHARITABLE | $300 |
| MERION CIVIC ASSN | |||||
| BOX 263 | MERION | PA | 19066 | CIVIC | $100 |
| MORRIS ARBORETUM | |||||
| 100 E NORTHWESTERN AVE | PHILADELPHIA | PA | 19118 | CHARITABLE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,722 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,722 | TotalIncomeProducingActyAmt |
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 |
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 Person | LEONARD A SYLK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIGHLAND AVE | AddressLine1Txt |
| City | MERION STATION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,898 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 shares of APPLE INC | NoncashPropertyDesc |
| Fair Market Value | $23,898 | FairMarketValueAmt |
| Received | 2020-11-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LIEBERMAN AND COMPANY | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $84 | $42 | $42 |
| PA LICENSE | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $882 | Amt |
| Net Investment Income | $882 | NetInvestmentIncomeAmt |