ROBERT M & MARTHA J SUPLEE FNDTN: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT M & MARTHA J SUPLEE FNDTN (EIN 02-0798403)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202141239349101909
- 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 Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T13:47:08-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743068464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEITZELL & ECONOMIDIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 WEST FRONT STREET | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | 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 | 020798403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M AND MARTHA J SUPLEE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT J LEITZELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6106136015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LEITZELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6106136015 | PhoneNum |
| Signature | 2021-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | LEITZELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA F LEITZELL | PreparerPersonNm |
| PTIN | P01086007 | PTIN |
| Phone | 6105665450 | PhoneNum |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,009,969 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$70,771 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $512,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,934 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,710 | CashBOYAmt |
| Cash EOY | $1,745 | CashEOYAmt |
| Cash EOYFMV | $1,745 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,287 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $35,821 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $35,821 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $35,821 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $35,821 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,963,101 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,954,116 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,954,116 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,060,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,009,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,009,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,060,235 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,009,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,060,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,009,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,060,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,009,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,060,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,131 | OtherIncreasesAmt |
| Subtotal | $2,009,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,009,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNIT FT TGT | P | 2019-12-26 | 2020-09-01 | $16 | $20 | -$4 | -$4 |
| UNIT INV GLOBAL | P | 2019-12-31 | 2020-12-23 | $58,610 | $58,887 | -$277 | -$277 |
| UNIT FT TGT | P | 2019-08-26 | 2020-09-01 | $39,121 | $42,673 | -$3,552 | -$3,552 |
| ABBVIE | P | 2019-10-16 | 2020-02-10 | $9,277 | $7,630 | $1,647 | $1,647 |
| ABBVIE | P | 2019-10-16 | 2020-12-15 | $12,778 | $9,856 | $2,922 | $2,922 |
| ALTERIA GROUP | P | 2019-10-19 | 2020-10-14 | $12,554 | $15,532 | -$2,978 | -$2,978 |
| ARES | P | 2016-05-24 | 2020-12-15 | $16,055 | $15,189 | $866 | $866 |
| BANK OF AMERICA | P | 2019-06-28 | 2020-01-23 | $348 | $303 | $45 | $45 |
| BANK OF AMERICA | P | 2019-09-27 | 2020-01-23 | $398 | $339 | $59 | $59 |
| BANK OF AMERICA | P | 2019-09-27 | 2020-01-23 | $1 | $1 | $0 | $0 |
| BANK OF AMERICA | P | 2019-12-27 | 2020-01-23 | $4 | $4 | $0 | $0 |
| BIHAVEN | P | 2020-01-24 | 2020-06-19 | $49,394 | $41,934 | $7,460 | $7,460 |
| BLACKROCK MUNICIPAL TARGET | P | 2019-12-31 | 2020-08-27 | $256 | $260 | -$4 | -$4 |
| BLACKROCK MUNICIPAL TARGET | P | 2016-12-30 | 2020-08-27 | $7 | $6 | $1 | $1 |
| CALL BHVN | P | 2020-02-24 | 2020-04-28 | $4,062 | $4,062 | $4,062 | |
| CALL MPC | P | 2020-04-30 | 2020-04-08 | $966 | $3,830 | -$2,864 | -$2,864 |
| CALL MPC | P | 2020-06-19 | 2020-05-04 | $1,310 | $3,570 | -$2,260 | -$2,260 |
| CARRIER GLOBAL | P | 2019-07-24 | 2020-04-03 | $1 | $2 | -$1 | -$1 |
| CORECIVIC INC | P | 2019-02-26 | 2020-11-05 | $9,571 | $32,627 | -$23,056 | -$23,056 |
| CORECIVIC INC | P | 2020-04-15 | 2020-12-15 | $1,022 | $1,826 | -$804 | -$804 |
| CORECIVIC INC | P | 2019-06-14 | 2020-12-15 | $4,707 | $13,937 | -$9,230 | -$9,230 |
| CORECIVIC INC | P | 2020-04-15 | 2020-12-15 | $5 | $7 | -$2 | -$2 |
| ENERGY TRANSFER | P | 2020-03-10 | 2020-10-27 | $8,095 | $10,685 | -$2,590 | -$2,590 |
| ENERGY TRANSFER | P | 2019-06-30 | 2020-10-27 | $17,038 | $41,722 | -$24,684 | -$24,684 |
| ENERGY TRANSFER | P | 2020-08-19 | 2020-10-27 | $6 | $6 | $0 | $0 |
| GAMCO GLOBAL GOLD | P | 2020-01-24 | 2020-11-24 | $2,297 | $2,298 | -$1 | -$1 |
| GAMCO GLOBAL GOLD | P | 2019-08-24 | 2020-11-24 | $16,956 | $20,478 | -$3,522 | -$3,522 |
| GAMCO GLOBAL GOLD | P | 2020-11-20 | 2020-11-24 | $2 | $3 | -$1 | -$1 |
| JANUS HENDERSON | P | 2017-02-23 | 2020-12-15 | $10,000 | $4,753 | $5,247 | $5,247 |
| MARATHON PETE CORP | P | 2020-06-19 | 2020-12-15 | $15,985 | $28,713 | -$12,728 | -$12,728 |
| NEW RESIDENTIAL INV | P | 2013-05-16 | 2020-12-15 | $18,395 | $27,588 | -$9,193 | -$9,193 |
| NUVEEN | P | 2019-12-31 | 2020-08-27 | $90 | $87 | $3 | $3 |
| NUVEEN | P | 2017-05-19 | 2020-08-27 | $12,321 | $11,383 | $938 | $938 |
| NUVEEN SANTA BARBARA | P | 2020-06-30 | 2020-12-15 | $1,845 | $1,754 | $91 | $91 |
| NUVEEN SANTA BARBARA | P | 2017-12-19 | 2020-12-15 | $21,210 | $21,055 | $155 | $155 |
| OFS CAPITAL | P | 2018-12-31 | 2020-03-09 | $20,243 | $28,820 | -$8,577 | -$8,577 |
| OFS CAPITAL | P | 2019-12-31 | 2020-03-09 | $2,429 | $3,052 | -$623 | -$623 |
| OTIS WORLDWIDE | P | 2019-07-24 | 2020-04-03 | $24 | $39 | -$15 | -$15 |
| PFIZER | P | 2020-07-14 | 2020-11-24 | $15,294 | $14,511 | $783 | $783 |
| PFIZER | P | 2020-07-14 | 2020-12-15 | $3,211 | $2,894 | $317 | $317 |
| PFIZER | P | 2020-12-01 | 2020-12-15 | $38 | $38 | $0 | $0 |
| RAYTHEON | P | 2020-06-18 | 2020-08-14 | $433 | $494 | -$61 | -$61 |
| RAYTHEON | P | 2019-07-24 | 2020-08-14 | $18,553 | $22,692 | -$4,139 | -$4,139 |
| RAYTHEON | P | 2020-06-18 | 2020-08-14 | $17 | $18 | -$1 | -$1 |
| REGIONS | P | 2019-07-01 | 2020-01-06 | $16,196 | $16,231 | -$35 | -$35 |
| REGIONS | P | 2019-10-01 | 2020-01-15 | $17,238 | $15,158 | $2,080 | $2,080 |
| REGIONS | P | 2020-10-01 | 2020-11-09 | $15,142 | $11,237 | $3,905 | $3,905 |
| REGIONS | P | 2018-12-04 | 2020-01-15 | $16,779 | $16,987 | -$208 | -$208 |
| UIT FT CLOUD COMPUTING | P | 2019-06-25 | 2020-09-01 | $24,920 | $15,278 | $9,642 | $9,642 |
| UIT FT CLOUD COMPUTING | P | 2019-12-26 | 2020-09-01 | $105 | $85 | $20 | $20 |
| UPS | P | 2020-12-03 | 2020-12-17 | $16,911 | $16,522 | $389 | $389 |
| UPS | P | 2020-12-03 | 2020-12-17 | $104 | $101 | $3 | $3 |
| VTRS | P | 2020-07-14 | 2020-11-23 | $11 | $10 | $1 | $1 |
| REGIONS | P | 2020-01-02 | 2020-01-15 | $5 | $5 | $0 | $0 |
| REGIONS | P | 2020-10-01 | 2020-11-09 | $12 | $9 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$70,771 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,407 | TaxDueAmt |
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 | 0 | 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 | FOUNDATION SECRETARY | IndividualWithBooksNm |
| Phone | 6106136015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STERIANNE ECONOMIDIS STEFANIDIS | ||||||||
| 323 WEST FRONT STREET | MEDIA | PA | 19063 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT J LEITZELL ESQUIRE | ||||||||
| 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | PRESIDENT AND SECRETARY | 3.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE CONTRIBUTIONS AS LISTED | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,718,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,720,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,720,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,694,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,396 | TotalTaxAmt |
| Distributable Before Adj | $83,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,341 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,341 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,321 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,321 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,679 | 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 | $80,662 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CANCER CENTER | ||||||||
| PENN MEDICINE | PHILADELPHIA | PA | 19107 | NONE | HOSPITAL RESEARCH | CHARITABLE-CANCER RESEARCH | $5,000 | |
| ALS | ||||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING FUNDS FOR RESEARCH, CARE SERVICES, PUBLIC POLICY | $4,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 399 MARKET STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | CHARITABLE--TO PROVIDE RESEARCH AND ASSISTANCE WITH PEOPLE WITH ALS | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | CHARITABLE-CANCER RESEARCH | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--HEART DISEASE RESEARCH | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 2221 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING FUNDS TO HELP THOSE IN NEED | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 2004 SPROUL ROAD | BROOMALL | PA | 19008 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING FOR RESEARCH TO CURE CYSTIC FIBROSIS | $4,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP FUND MEDICAL ASSISTANCE TO POPULATIONS IN DISTRESS | $4,000 | |
| LAINIE LEITZELL MEMORIAL SCHOLARSHIP FUND | ||||||||
| UNIVERSITY OF PENNSYLVANIA 3535 | PHILADELPHIA | PA | 19104 | SCHOOL | TO FOSTER EDUCATION SCHOLARSHIPS TO THE UNIVERSITY OF PENNSYLVANIA | $4,000 | MARKET STREET | |
| LITTLE PEOPLE OF AMERICA | ||||||||
| 250 EL CAMINO REAL | TUSTIN | CA | 92780 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP AND PROVIDE SUPPORT FOR PERSONS OF SHORT STATURE | $6,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE-TO HELP ILL CHILDREN | $4,000 | |
| MULTIPLE SCLEROSIS ASSOCATION OF AMERICA | ||||||||
| 30 S 17TH STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING FOR RESEARCH AND HELP THOSE WITH MS | $4,000 | |
| MUSCULAR DYSTROPHY ASSOCATION | ||||||||
| 600 REED ROAD | BROOMALL | PA | 19008 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING TO CURE MUSCULAR DYSTROPHY | $4,000 | |
| PHILOPTOCHOS OF ST NICHOLAS | ||||||||
| 13 S MT VERNON AVE | ATLANTIC CITY | NJ | 08401 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING SOCIAL SERVICES TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY | $8,000 | |
| SALVATION ARMY WORLD SERVICES | ||||||||
| PO BOX 418558 | BOSTON | MA | 02241 | NONE | PUBLIC CHARITY | CHARITABLE--INTERNATIONAL RELIEF | $5,000 | |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||||
| 3551 N BROAD STREET | PHILADELPHIA | PA | 19140 | NONE | PUBLIC CHARITY | CHARITABLE--DEDICATED TO IMPROVING THE LIVES OF CHILDREN | $5,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | HOSPITAL RESEARCH | CHARITABLE--RESEARCH FOR ILL CHILDREN | $5,000 | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| BOX 650309 | DALLAS | TX | 75265 | NONE | PUBLIC CHARITY | CHARITABLE--BREAST CANCER RESEARCH | $5,000 | |
| UNITED WAY OF PHILADELPHIA | ||||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP FUND POVERTY PROGRAMS TO BREAK THE CYCLE OF PROVERTY | $4,000 | |
| WILLIAMSON FREE SCHOOL OF MECHANICAL TRADES | ||||||||
| 142 SOUTH NEW MIDDLETOWN ROAD | MEDIA | PA | 19063 | NONE | SCHOOL | CHARITABLE--ADVANCEMENT OF SCHOOL MISSION | $5,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP THOSE RETURNING VETERANS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,000 | 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 | $65 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,328 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$70,771 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,622 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
| 4 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
| 7 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
| 8 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
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 FEES | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | FMV | $910,962 | $910,962 |
| BEST VEST | FMV | $785,958 | $785,958 |
| AMERICAN FUNDS | FMV | $257,196 | $257,196 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER | $0 | -$2,197 | $0 |
| ENTERPRISE | $0 | -$2,737 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN OR LOSS | Desc |
| Amt | $22,131 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $119 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |