JOHN A AND MARGARET POST FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A AND MARGARET POST FOUNDATION INC (EIN 22-3401833)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202143129349101564
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T14:21:32-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232620120 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCANNON MILLER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 VALLEY CENTER PARKWAY STE 300 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180172285 | 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 | 223401833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A AND MARGARET POST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8557392921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 JACOBY RUN ROAD | AddressLine1Txt |
| City | MT BETHEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18343 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A POST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8557392921 | PhoneNum |
| Signature | 2021-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | POST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW V DESIDERIO CPA | PreparerPersonNm |
| PTIN | P01615053 | PTIN |
| Phone | 6104335501 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,841,691 | 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 | $2,559,984 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $120,893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $694,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $694,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $683,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,980,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $572,862 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,059,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,388,593 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,067 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,067 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,213 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,697,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,697,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,845,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,700,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,213,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,256,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,921 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,275,579 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,570,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,570,276 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,030 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,030 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,753,744 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $650,802 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $648,549 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,756,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,465,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,670,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,534,546 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,696,148 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,950,655 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $271,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $577,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $797,274 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,038,337 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,038,337 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $203,834 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,637,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,999,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,841,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,637,642 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,999,067 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,637,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,999,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,637,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,999,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,637,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,213,400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $148,025 | OtherIncreasesAmt |
| Subtotal | $31,999,067 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,999,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $4,666,483 | $4,407,799 | $258,684 | $258,684 |
| CAPITAL GAINS DIVIDENDS | P | $314,178 | $314,178 | $314,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $572,862 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,219 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,219 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,756 | OverpaymentAmt |
| Applied To ES Tax | $24,756 | 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 | NJ | 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 | WELLS FARGO BANK NA | IndividualWithBooksNm |
| Phone | 8557392921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL6 D4001-065 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271013818 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| MARGARET POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| HEATHER VILLONE | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE, SECRETARY & TREASURER | 4.00 | $0 | $0 | $0 |
| JOHN POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| RICH VILLONE | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271013818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT FEES | ServiceTypeTxt |
| Compensation | $119,067 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $36,176,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,841,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,018,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,018,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $570,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,448,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,872,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,872,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,463 | TotalTaxAmt |
| Distributable Before Adj | $1,854,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,854,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,854,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,700,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,700,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,700,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,854,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,146 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,700,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,146 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,536,029 | 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 | $318,926 | 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 (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITIES OF NORTHWEST JERSEY INC | ||||||||
| 264 RT 31 NORTH | WASHINGTON | NJ | 07882 | NONE | PC | CHARITABLE | $15,000 | |
| ALZHEIMERS NEW JERSEY INC | ||||||||
| 425 EAGLE ROCK AVENUE SUITE 203 | ROSELAND | NJ | 07068 | NONE | PC | CHARITABLE | $10,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 209 FAIRFIELD ROAD | FAIRFIELD | NJ | 07004 | NONE | PC | CHARITABLE | $20,000 | |
| AMERICAS GROW A ROW INC | ||||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | NONE | PC | CHARITABLE | $8,500 | |
| ARC OF NEW JERSEY INC - WARREN COUNTY CHAPTER | ||||||||
| 319 WEST WASHINGTON AVENUE 2 | WASHINGTON | NJ | 07882 | NONE | PC | CHARITABLE | $10,450 | |
| ASPIRE TO AUTONOMY INC | ||||||||
| 1125 LEHIGH STREET | EASTON | PA | 18042 | NONE | PC | CHARITABLE | $12,100 | |
| BALLET GUILD OF THE LEHIGH VALLEY | ||||||||
| 556 MAIN STREET | BETHLEHEM | PA | 18018 | NONE | PC | CHARITABLE | $5,000 | |
| BIRTH HAVEN INC | ||||||||
| 4 ACADEMY STREET | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $5,000 | |
| BONNIE BRAE | ||||||||
| 3415 VALLEY ROAD PO BOX 825 | LIBERTY CORNER | NJ | 079380825 | NONE | PC | CHARITABLE | $10,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N SIXTH STREET | ALLENTOWN | PA | 18102 | NONE | PC | CHARITABLE | $14,419 | |
| BOYS & GIRLS CLUB OF EASTON INC | ||||||||
| 210 JONES HOUSTON WAY PO BOX 741 | EASTON | PA | 180440741 | NONE | PC | CHARITABLE | $5,000 | |
| BUTTERFLY DREAMZ INC | ||||||||
| 35 NORFOLK STREET UNIT 3 | NEWARK | NJ | 07103 | NONE | PC | CHARITABLE | $5,000 | |
| CENTER FOR PREVENTION AND COUNSELING | ||||||||
| 61 SPRING STREET | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $20,686 | |
| CENTER FOR VISION LOSS INC | ||||||||
| 845 WEST WYOMING ST | ALLENTOWN | PA | 18103 | NONE | PC | CHARITABLE | $5,000 | |
| CLAY STUDIO | ||||||||
| 137-139 NORTH SECOND STREET | PHILADELPHIA | PA | 19106 | NONE | PC | CHARITABLE | $10,000 | |
| COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY INC | ||||||||
| 1337 EAST FIFTH STREET | BETHLEHEM | PA | 180152103 | NONE | PC | CHARITABLE | $5,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY INC | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | CHARITABLE | $10,000 | |
| COMMUNITY HOPE INC | ||||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | NONE | PC | CHARITABLE | $24,750 | |
| CONCORDIA LEARNING CENTER AT ST JOSEPHS SCHOOL FOR THE BLIND | ||||||||
| 761 SUMMIT AVENUE | JERSEY CITY | NJ | 07307 | NONE | PC | CHARITABLE | $5,000 | |
| DIAKON CHILD FAMILY & COMMUNITY MINISTRIES | ||||||||
| 1018 NORTH UNION ST | MIDDLETOWN | PA | 17057 | NONE | PC | CHARITABLE | $7,500 | |
| DOMESTIC ABUSE AND SEXUAL ASSAULT CRISIS CENTER OF WARREN COUNTY INC | ||||||||
| 29C BROAD STREET | WASHINGTON | NJ | 07882 | NONE | PC | CHARITABLE | $10,000 | |
| EASTER SEALS EASTERN PENNSYLVANIA | ||||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | PC | CHARITABLE | $5,000 | |
| ERIE LACKAWANNA DINING CAR PRESERVATION SOCIETY INC | ||||||||
| 201 SOUTH BLAKELY STREET 333 | DUNMORE | PA | 18512 | NONE | PC | CHARITABLE | $20,000 | |
| EVAS VILLAGE INC | ||||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | NONE | PC | CHARITABLE | $5,000 | |
| FAMILY CONNECTION OF EASTON INC | ||||||||
| 723 COAL ST | EASTON | PA | 18042 | NONE | PC | CHARITABLE | $7,500 | |
| FAMILY PROMISE OF SUSSEX COUNTY | ||||||||
| POST OFFICE BOX 154 | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $15,000 | |
| FATHER JOHNS ANIMAL HOUSE | ||||||||
| 50 FATHER JOHNS LANE | LAFAYETTE | NJ | 07848 | NONE | PC | CHARITABLE | $100,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | CHARITABLE | $25,000 | |
| FRANKLIN INSTITUTE THE FRANKLIN INSTITUTE | ||||||||
| 222 N 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | CHARITABLE | $2,000 | |
| FREEDOM HOUSE INC | ||||||||
| 2004 STATE ROUTE 31 NORTH SUITE 9 | CLINTON | NJ | 08809 | NONE | PC | CHARITABLE | $7,500 | |
| GARCES FAMILY FOUNDATION | ||||||||
| 1901 SOUTH 9TH STREET205 | PHILADELPHIA | PA | 19148 | NONE | PC | CHARITABLE | $10,000 | |
| GEORGIAN COURT UNIVERSITY | ||||||||
| 900 LAKEWOOD AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITABLE | $6,372 | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | ||||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | NONE | PC | CHARITABLE | $5,000 | |
| GIRL SCOUTS OF NORTHERN NEW JERSEY | ||||||||
| 95 NEWARK POMPTON TURNPIKE | RIVERDALE | NJ | 07457 | NONE | PC | CHARITABLE | $5,000 | |
| GOOD SHEPARD ROMAN CATHOLIC CHURCH OUTREACH FUND | ||||||||
| POST OFFICE BOX 464 | ANDOVER | NJ | 07821 | NONE | PC | CHARITABLE | $3,000 | |
| GREATER EASTON DEVELOPMENT PARTNERSHIP | ||||||||
| 325 NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | CHARITABLE | $10,000 | |
| GREATER LIFE INC | ||||||||
| PO BOX 8447 | NEWARK | NJ | 07108 | NONE | PC | CHARITABLE | $20,000 | |
| GREATER NEWARK HOLIDAY FUND INC | ||||||||
| PO BOX 59 | NEWARK | NJ | 07101 | NONE | PC | CHARITABLE | $5,000 | |
| GREATER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION | ||||||||
| 1524 WEST LINDEN STREET SUITE 209 | ALLENTOWN | PA | 18102 | NONE | PC | CHARITABLE | $100,000 | |
| HCSC BLOOD CENTER | ||||||||
| 1465 VALLEY CENTER PARKWAY | BETHLEHEM | PA | 18017 | NONE | PC | CHARITABLE | $20,000 | |
| HOMELESS SOLUTIONS INC | ||||||||
| 3 WING DRIVE SUITE 245 | CEDAR KNOLLS | NJ | 07927 | NONE | PC | CHARITABLE | $10,000 | |
| JEWISH COMMUNITY CENTER OF ALLENTOWN PENNSYLVANIA | ||||||||
| 702 N 22ND ST | ALLENTOWN | PA | 18104 | NONE | PC | CHARITABLE | $10,000 | |
| JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | CHARITABLE | $4,800 | |
| JOHN BARTRAM ASSOCIATION | ||||||||
| 5400 LINDBERGH BOULEVARD | PHILADELPHIA | PA | 19143 | NONE | PC | CHARITABLE | $5,000 | |
| LACAWAC SANCTUARY FOUNDATION | ||||||||
| 94 SANCTUARY ROAD | LAKE ARIEL | PA | 18436 | NONE | PC | CHARITABLE | $25,000 | |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | ||||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | PC | CHARITABLE | $10,000 | |
| LEHIGH VALLEY CHARTER HIGH SCHOOL FOR THE ARTS FOUNDATION | ||||||||
| 321 E THIRD ST | BETHLEHEM | PA | 18015 | NONE | PC | CHARITABLE | $3,000 | |
| LEHIGH VALLEY HOSPITAL DEVELOPMENT DEPARTMENT | ||||||||
| 1247 S CEDAR CREST BLVD SUITE 200 | ALLENTOWN | PA | 181036298 | NONE | PC | CHARITABLE | $125,000 | |
| LIFE CHOICES INC | ||||||||
| 411 SOUTH MAIN STREET | PHILLIPSBURG | NJ | 08865 | NONE | PC | CHARITABLE | $7,300 | |
| LITTLE HILL FOUNDATION FOR THE REHABILITATION OF ALCOHOLICS INC | ||||||||
| PO BOX G | BLAIRSTOWN | NJ | 07825 | NONE | PC | CHARITABLE | $25,000 | |
| LITTLE KIDS ROCK INC | ||||||||
| 271 GROVE AVENUE BUILDING E-2 | VERONA | NJ | 07044 | NONE | PC | CHARITABLE | $8,500 | |
| MAIN STREET COUSELING CENTER | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | NONE | PC | CHARITABLE | $7,500 | |
| MANNA HOUSE INCORPORATED ADVISORY COUNSEL | ||||||||
| 54 HIGH STREET | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $2,000 | |
| MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY INC | ||||||||
| 4240 FRITCH DRIVE | BETHLEHEM | PA | 18020 | NONE | PC | CHARITABLE | $50,000 | |
| METROPOLITAN YMCA OF THE ORANGES INC | ||||||||
| 139 E MCCLELLAN AVE | LIVINGSTON | NJ | 07039 | NONE | PC | CHARITABLE | $60,000 | |
| MOMS OFFERING MOMS SUPPORT | ||||||||
| 4805 HENRY STREET | EASTON | PA | 18045 | NONE | PC | CHARITABLE | $5,000 | |
| MOUNT BETHEL VOL FIRE COMPANY INC | ||||||||
| 2341 NORTH DELAWARE DRIVE BOX 208 | MOUNT BETHEL | PA | 18343 | NONE | PC | CHARITABLE | $5,000 | |
| NATIONALITIES SERVICE CENTER OF PHILADELPHIA | ||||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | CHARITABLE | $10,000 | |
| NATURE CONSERVANCY | ||||||||
| 200 POTTERSVILLE ROAD | CHESTER | NJ | 07930 | NONE | PC | CHARITABLE | $100,000 | |
| NEW JERSEY SYMPHONY ORCHESTRA | ||||||||
| 60 PARK PL SUITE 900 | NEWARK | NJ | 07102 | NONE | PC | CHARITABLE | $8,000 | |
| NEWTON MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 175 HIGH STREET | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $25,000 | |
| NORTH BANGOR FIRE CO TRUCK | ||||||||
| 301 LAKE MINSI DR | BANGOR | PA | 180135957 | NONE | PC | CHARITABLE | $5,000 | |
| NORTHWEST CHRISTIAN SCHOOL ASSOC | ||||||||
| 92 ROUTE 519 | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $34,740 | |
| NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC | ||||||||
| 350 MARSHALL STREET | PHILLIPSBURG | NJ | 08865 | NONE | PC | CHARITABLE | $10,000 | |
| PASSAIC RIVER COALITION | ||||||||
| 330 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | NONE | PC | CHARITABLE | $1,000 | |
| PETERS VALLEY CRAFT CENTER INC | ||||||||
| 19 KUHN RD | LAYTON | NJ | 07851 | NONE | PC | CHARITABLE | $7,500 | |
| POPE JOHN XXIII REGIONAL HIGH SCHOOL INC | ||||||||
| 28 ANDOVER ROAD | SPARTA | NJ | 07871 | NONE | PC | CHARITABLE | $102,367 | |
| PORTLAND HOOK & LADDER CO 1 | ||||||||
| PO BOX 175 | PORTLAND | PA | 183510175 | NONE | PC | CHARITABLE | $5,000 | |
| PRINCETON-BLAIRSTOWN CENTER INC | ||||||||
| 13 ROSZEL ROAD SUITE 109B | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE | $7,500 | |
| PROJECT OF EASTON INC | ||||||||
| 320 FERRY STREET | EASTON | PA | 180424539 | NONE | PC | CHARITABLE | $10,000 | |
| PROJECT SELF-SUFFICIENCY OF SUSSEX COUNTY INC | ||||||||
| 127 MILL STREET | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL PA | ||||||||
| 745 WEST GOVERNOR ROAD | HERSHEY | PA | 17033 | NONE | PC | CHARITABLE | $10,000 | |
| SAMARITAN INN INC | ||||||||
| 901 SWARTSWOOD ROAD | NEWTON | NJ | 07860 | NONE | PC | CHARITABLE | $20,000 | |
| SCARC INC | ||||||||
| 11 US ROUTE 206 SUITE 100 | AUGUSTA | NJ | 07822 | NONE | PC | CHARITABLE | $22,200 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 1337 E FIFTH STREET | BETHLEHEM | PA | 18015 | NONE | PC | CHARITABLE | $12,900 | |
| SHINING LIGHT MINISTRIES INC | ||||||||
| PO BOX 267 | ANNVILLE | PA | 17003 | NONE | PC | CHARITABLE | $5,000 | |
| SISTERS OF CHRISTIAN CHARITY | ||||||||
| 350 BERNARDSVILLE ROAD | MENDHAM | NJ | 07945 | NONE | PC | CHARITABLE | $23,175 | |
| SNIPES FARM AND EDUCATION CENTER | ||||||||
| 890 W BRIDGE STREET | MORRISVILLE | PA | 19067 | NONE | PC | CHARITABLE | $10,000 | |
| SOUTH STREET THEATER CO INC | ||||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | CHARITABLE | $55,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA INC | ||||||||
| 2570 BLVD OF THE GENERALS SUITE 124 | NORRISTOWN | PA | 19403 | NONE | PC | CHARITABLE | $10,000 | |
| SPECTRUM 360 A NEW JERSEY NONPROFIT CORPORATION | ||||||||
| 414 EAGLE ROCK AVENUE SUITE 200B | WEST ORANGE | NJ | 07052 | NONE | PC | CHARITABLE | $10,000 | |
| STATE THEATRE CENTER FOR THE ARTS | ||||||||
| 453 NORTHAMPTON ST | EASTON | PA | 18042 | NONE | PC | CHARITABLE | $20,000 | |
| THE OASIS HAVEN FOR WOMEN & CHILDREN INC | ||||||||
| 59 MILL ST | PATERSON | NJ | 07501 | NONE | PC | CHARITABLE | $5,000 | |
| THE SALVATION ARMY | ||||||||
| 4 GARY RD | UNION | NJ | 07083 | NONE | PC | CHARITABLE | $25,000 | |
| THE SEEING EYE INC | ||||||||
| POST OFFICE BOX 375 | MORRISTOWN | NJ | 079630375 | NONE | PC | CHARITABLE | $25,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 60 PARK PLACE SUITE 901 | NEWARK | NJ | 07102 | NONE | PC | CHARITABLE | $25,000 | |
| TRAIL BLAZER CAMPS INC | ||||||||
| 394 ROGERS AVENUE | BROOKLYN | NY | 11225 | NONE | PC | CHARITABLE | $15,000 | |
| TRI-COUNTY SCHOLARSHIP FUND | ||||||||
| 14 WEST MAIN STREET | MENDHAM | NJ | 070555114 | NONE | PC | CHARITABLE | $10,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | ||||||||
| 1110 AMERICAN PARKWAY NE SUITE 120 | ALLENTOWN | PA | 18109 | NONE | PC | CHARITABLE | $10,000 | |
| UPPER MOUNT BETHEL TOWNSHIP | ||||||||
| 387 YE OLDE HIGHWAY | MOUNT BETHEL | PA | 18343 | NONE | PC | CHARITABLE | $32,916 | |
| VIA OF THE LEHIGH VALLEY INC | ||||||||
| 336 W SPRUCE ST | BETHLEHEM | PA | 18018 | NONE | PC | CHARITABLE | $7,500 | |
| WARREN COUNTY HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 31 BELVIDERE AVE | WASHINGTON | NJ | 07882 | NONE | PC | CHARITABLE | $20,000 | |
| WILDLANDS CONSERVANCY INC | ||||||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | NONE | PC | CHARITABLE | $6,000 | |
| WOMEN'S HUMANE SOCIETY | ||||||||
| PO BOX 1470 | BENSALEM | PA | 19020 | NONE | PC | CHARITABLE | $10,000 | |
| WOMENS RESOURCES OF MONROE COUNTY INC | ||||||||
| 225 J WILSON DRIVE PO BOX 645 | DELAWARE WATER GAP | PA | 18327 | NONE | PC | CHARITABLE | $9,300 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF BETHLEHEM PA | ||||||||
| 3895 ADLER PLACE BUILDING A SUITE | BETHLEHEM | PA | 18017 | NONE | PC | CHARITABLE | $5,000 | 180 |
| YOUR GRANDMOTHERS CUPBOARD | ||||||||
| 173A ROUTE 37 WEST | TOMS RIVER | NJ | 08755 | NONE | PC | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,697,975 | 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 | $120,893 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $694,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $683,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,499,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,499,060 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN AND MARGARET POST | ||||||
| 1 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $734,008 | Yes (X) |
| JOHN AND MARGARET POST | ||||||
| 2 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $693,505 | Yes (X) |
| JOHN AND MARGARET POST | ||||||
| 3 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $636,251 | Yes (X) |
| JOHN AND MARGARET POST | ||||||
| 4 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $496,220 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 59,099 SHS OF SMARTRUST HEALTHCARE INNOVATIONS TRUST | $734,008 | 2020-10-23 |
| 2 | 85 SHS OF AMAZON.COM INC2,200 SHS OF VANGUARD MID-CAP VIPER | $693,505 | 2020-11-24 |
| 3 | 955 SHS OF DOCUSIGN, INC.752 SHS OF SERVICENOW, INC. | $636,251 | 2020-12-16 |
| 4 | 1,350 SHS OF SPDR S&P 500 EFT TRUST | $496,220 | 2020-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - FIXED INCOME | BondNm |
| EOY Book Value | $7,696,148 | EOYBookValueAmt |
| EOYFMV | $7,950,655 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - EQUITIES | StockNm |
| EOY Book Value | $19,465,464 | EOYBookValueAmt |
| EOYFMV | $34,670,073 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $650,802 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $648,549 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - REAL ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $577,010 | BookValueAmt |
| EOYFMV | $797,274 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AEQUITAS COMMERCIAL FINANCE | Desc |
| BOY Book Value | $2,038,337 | BOYBookValueAmt |
| EOY Book Value | $2,038,337 | EOYBookValueAmt |
| EOYFMV | $203,834 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $148,025 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $119,067 | Amt |
| Net Investment Income | $119,067 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $13,213 | $13,213 | $0 |
| FEDERAL INVESTMENT INCOME TAX | $13,189 | $0 | $0 |