SIMON-STAUB FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SIMON-STAUB FOUNDATION (EIN 46-2943589)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-08
- IRS object ID
- 202001309349100100
- Schema version
- 2019v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-08T23:12:01-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251619678 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOFFE & YOFFE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LEMOYNE DR STE 100 | AddressLine1Txt |
| City | LEMOYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170431226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462943589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON-STAUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 7173431120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LEMOYNE DRIVE RM/STE 100 | AddressLine1Txt |
| City | LEMOYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY F STAUB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7173431120 | PhoneNum |
| Signature | 2020-05-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY N YOFFE | PreparerPersonNm |
| PTIN | P01478231 | PTIN |
| Phone | 7173431120 | PhoneNum |
| Preparation | 2020-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,964 | 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 | $28,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,855 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $507 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $141 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $749 | CashBOYAmt |
| Cash EOY | $952 | CashEOYAmt |
| Cash EOYFMV | $952 | CashEOYFMVAmt |
| Corporate Stock BOY | $48,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,012 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $49,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,349 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,244 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $49,244 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $49,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ISHS LATIN AMER | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-07-22 | AcquiredDt |
| Sold | 2019-10-22 | SoldDt |
| Gross Sales Price | $362 | GrossSalesPriceAmt |
| Cost Or Other Basis | $308 | CostOrOtherBasisAmt |
| Gain Or Loss | $54 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $54 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,671 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,136 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.320498 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,244 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,258 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040610 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $991 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,975 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021555 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $20,440 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.382663 | TotalDistributionRt |
| Average Distribution | 0.127554 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,755 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,857 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12 | SubtotalAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $12 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $12 | OriginalReturnTaxPaidAmt |
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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | JEFFREY N YOFFE ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7173431120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LEMOYNE DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 100 | AddressLine2Txt |
| City | LEMOYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17043 | 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | MARY F STAUB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1724 SHEEPFORD ROAD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING SCHOLARSHIPS TO STUDENTS TO FINANCIALLY ASSIST THEM IN OBTAINING A POST-HIGH SCHOOL EDUCATION. IN 2019, SCHOLARSHIPS WERE PAID ON BEHALF OF 6 STUDENTS. | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,574 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $54,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $2,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,744 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $15,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,744 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $27,256 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,676 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,676 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,580 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $39,580 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,324 | ExcessFromYear1Amt |
| Excess From Current Year | $27,256 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY F STAUB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHLOE KINDIG | ||||||||
| 131 SOWERS ST | APT F5 | STATE COLLEGE | PA | 16801 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 |
| AGATHA CHMIELEWSKI | ||||||||
| 1720 MONUMENT ST | PHILADELPHIA | PA | 19121 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 | |
| WILLIAM STEPHENS | ||||||||
| 500 S PUGH STREET | STATE COLLEGE | PA | 168015312 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 | |
| MARIA GONTIS | ||||||||
| 1235 UNIVERSITY BLVD | PO 597 | STEUBENVILLE | OH | 43952 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 |
| KIMBERLY DUDDING | ||||||||
| 3990 FIFTH AVENUE | TWA 14111 | PITTSBURGH | PA | 15213 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 |
| MAGGIE WELLS | ||||||||
| 1831 UNIVERSITY STATION | MSC 203143 | TUSCALOOSA | AL | 35487 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,801 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $54 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,855 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,855 | 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 | MARY F STAUB | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1724 SHEEPFORD ROAD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SUPPLEMENT TO YEAR 2019 FORM 990-PF FILED BY THE SIMON-STAUB FOUNDATION SUPPLEMENT TO YEAR 2019 FORM 1040 FILED BY MARY F. STAUB SEE SUPPLEMENT ATTACHED TO THIS TAX RETURN. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ISHARES LATIN AMERICA | StockNm |
| EOY Book Value | $48,292 | EOYBookValueAmt |
| EOYFMV | $54,012 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| CHECKS |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $507 | Amt |
| Net Investment Income | $507 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $126 | $126 |
| COMMONWEALTH OF PENNSYLVANIA | $15 | $15 |
| FEDERAL EXCISE TAX | $13 |