ROBERT M & MARTHA J SUPLEE FNDTN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT M & MARTHA J SUPLEE FNDTN (EIN 02-0798403)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202001279349101210
- Schema version
- 2019v5.1
- 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 | 2020-05-06T11:53:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA F LEITZELL | PreparerPersonNm |
| PTIN | P01086007 | PTIN |
| Phone | 6105665450 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.52.143.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-06 | IPDt |
| IP Tm | 11:53:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8A0BFE6197131DEB92ADD56F5E6034F49749DD9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,060,235 | 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 | $3,206 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$54,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,271,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,796 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | 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 | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,411 | 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 | $106,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,589 | CashBOYAmt |
| Cash EOY | $3,710 | CashEOYAmt |
| Cash EOYFMV | $3,710 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $147,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,603 | 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 | $1,833,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,963,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,963,101 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,023,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,060,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,060,235 | 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 | $2,023,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,060,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,023,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,060,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,023,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,060,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,023,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $131,681 | OtherIncreasesAmt |
| Subtotal | $2,060,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,060,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CENTURY LINK | 2018-08-23 | 2019-07-05 | $5,885 | $11,473 | -$5,588 | -$5,588 | |
| UNIT FT TGT | 2018-12-26 | 2019-08-26 | $24 | $24 | $0 | $0 | |
| UNIT TSY NOTE | 2018-12-04 | 2019-01-15 | $75,000 | $74,897 | $103 | $103 | |
| US TSY NOTE | 2019-04-01 | 2019-07-01 | $75,000 | $74,847 | $153 | $153 | |
| US TSY NOTE | 2019-01-16 | 2019-04-01 | $75,000 | $74,874 | $126 | $126 | |
| US TSY NOTE | 2019-07-05 | 2019-12-02 | $75,000 | $74,877 | $123 | $123 | |
| INVESCO | 2019-01-16 | $32,257 | $35,082 | -$2,825 | -$2,825 | ||
| TEKLA LIFE SCIENCES | 2017-12-22 | 2019-01-16 | $19,124 | $21,588 | -$2,464 | -$2,464 | |
| UNIT FT TGT GLB DIV | 2018-08-23 | 2019-08-26 | $42,763 | $52,768 | -$10,005 | -$10,005 | |
| INIT INV GLOBAL 45 | 2019-12-31 | $58,892 | $50,417 | $8,475 | $8,475 | ||
| UNIT FT TGT GLOB | 2019-12-25 | $23 | $23 | $23 | |||
| ALGER SPECTRA FUND | 2018-12-19 | 2019-12-12 | $1,675 | $1,323 | $352 | $352 | |
| ALGER SPECTRA FUND | 2019-12-12 | $14,067 | $11,670 | $2,397 | $2,397 | ||
| APOLLO GLOBAL | 2019-08-20 | 2019-11-13 | $21,065 | $17,487 | $3,578 | $3,578 | |
| APPLE | 2019-03-13 | 2019-05-13 | $18,407 | $18,635 | -$228 | -$228 | |
| BANK OF AMERICA | 2019-09-06 | $27,302 | $27,700 | -$398 | -$398 | ||
| BARNES AND NOBLE | 2019-06-30 | $27,685 | $27,144 | $541 | $541 | ||
| BARNES AND NOBLE | 2019-08-12 | $1,004 | $1,051 | -$47 | -$47 | ||
| BED BATH AND BEYOND | 2019-07-19 | $19,972 | $33,602 | -$13,630 | -$13,630 | ||
| BLACKSTONE | 2019-04-18 | $37,904 | $35,811 | $2,093 | $2,093 | ||
| BLACKSTONE | 2019-04-18 | $27,813 | $23,428 | $4,385 | $4,385 | ||
| CALL BBBY | 2019-07-15 | 2019-07-09 | $1,034 | $1,034 | $1,034 | ||
| CALLCVE | 2019-09-16 | 2019-09-23 | $1,579 | $1,579 | $1,579 | ||
| CALL CVE | 2019-10-14 | 2019-10-03 | $1,729 | $1,729 | $1,729 | ||
| CALL EPD | 2019-10-14 | 2019-10-03 | $415 | $415 | $415 | ||
| CENOVAS ENERGY | 2019-12-17 | $29,124 | $30,375 | -$1,251 | -$1,251 | ||
| CENTER COAST BROOKFIELD | 2019-06-13 | $19,319 | $20,834 | -$1,515 | -$1,515 | ||
| CENTER COAST BROOKFIELD | 2019-06-13 | $100 | $98 | $2 | $2 | ||
| CENTER COAST BROOKFIELD | 2019-10-16 | $13,063 | $15,000 | -$1,937 | -$1,937 | ||
| CENTER COAST BROOKFIELD | 2019-12-11 | $4,182 | $5,229 | -$1,047 | -$1,047 | ||
| CENTER COAST BROOKFIELD | 2019-12-11 | $817 | $1,204 | -$387 | -$387 | ||
| CENTER COAST BROOKFIELD | 2019-11-21 | 2019-12-11 | $3 | $3 | $0 | $0 | |
| CHEVRON | 2019-09-25 | $24,801 | $24,970 | -$169 | -$169 | ||
| CORTEVA | 2019-06-01 | $18 | $19 | -$1 | -$1 | ||
| CVS | 2019-09-12 | 2019-10-17 | $26,494 | $26,219 | $275 | $275 | |
| DOW INC | 2019-07-29 | $8,292 | $11,220 | -$2,928 | -$2,928 | ||
| DOW DUPONT | 2019-04-17 | $33,490 | $41,833 | -$8,343 | -$8,343 | ||
| DOW DUPONT | 2019-04-17 | $20,479 | $22,168 | -$1,689 | -$1,689 | ||
| DUPONT DENEMOURS | 2019-06-07 | $358 | $458 | -$100 | -$100 | ||
| ENERGY TRANSFER | 2019-12-11 | $25,342 | $34,965 | -$9,623 | -$9,623 | ||
| ENTERPRISE | 2017-12-14 | 2019-12-11 | $18,071 | $17,140 | $931 | $931 | |
| FIDELITY | 2019-08-20 | $17,645 | $14,874 | $2,771 | $2,771 | ||
| FIDELITY | 2019-08-20 | $672 | $615 | $57 | $57 | ||
| GAMCO GLOBAL GOLD | 2019-12-12 | $12,122 | $12,484 | -$362 | -$362 | ||
| GAMCO NATURAL RESOURCE | 2019-04-03 | $4,726 | $5,097 | -$371 | -$371 | ||
| GAMCO NATURAL RESOURCE | 2019-04-03 | $13,437 | $14,645 | -$1,208 | -$1,208 | ||
| GENERAL ELECTRIC | 2019-02-11 | 2019-02-27 | $15,970 | $15,439 | $531 | $531 | |
| GEO GROUP | 2019-02-26 | $35,354 | $38,477 | -$3,123 | -$3,123 | ||
| IVY EMERGING MARKET | 2018-12-14 | 2019-05-29 | $99 | $95 | $4 | $4 | P |
| IVY EMERGING MARKET | 2019-05-29 | $14,826 | $15,000 | -$174 | -$174 | ||
| KKR | 2019-04-08 | $23,595 | $27,588 | -$3,993 | -$3,993 | ||
| KKR | 2019-02-26 | 2019-04-08 | $5 | $4 | $1 | $1 | |
| KOHLS | 2019-11-26 | $24,428 | $35,834 | -$11,406 | -$11,406 | ||
| KOHLS | 2019-11-26 | $202 | $228 | -$26 | -$26 | ||
| NEWELL BRANDS | 2019-02-15 | $9,537 | $13,404 | -$3,867 | -$3,867 | ||
| NEWELL BRANDS | 2018-12-14 | 2019-02-15 | $9 | $14 | -$5 | -$5 | |
| NUVEEN | 2019-12-11 | $15,058 | $16,309 | -$1,251 | -$1,251 | ||
| NUVEEN | 2019-12-11 | $23 | $30 | -$7 | -$7 | ||
| OFFICE PROPERTIES | 2019-03-15 | $14,222 | $21,715 | -$7,493 | -$7,493 | ||
| PA REAL ESTATE INVT TRUST | 2018-12-27 | 2019-01-03 | $17,455 | $16,005 | $1,450 | $1,450 | |
| PIMCO ENERGY | 2019-01-30 | 2019-03-08 | $30,370 | $30,000 | $370 | $370 | |
| SHIP FINANCE INTERNATIONAL | 2019-05-14 | $2,400 | $2,714 | -$314 | -$314 | ||
| SHIP FINANCE INTERNATIONAL | 2019-05-14 | $7,194 | $8,840 | -$1,646 | -$1,646 | ||
| TEMPLETON CHINA | 2019-04-22 | 2019-05-13 | $8,808 | $10,000 | -$1,192 | -$1,192 | |
| TRITON INTERNATIONAL | 2019-01-24 | $52,918 | $55,248 | -$2,330 | -$2,330 | ||
| UIT FIRST TRUST | 2019-02-26 | $170 | $198 | -$28 | -$28 | ||
| WABTEC CORP | 2019-06-30 | $527 | $629 | -$102 | -$102 | ||
| WABTEC CORP | 2019-10-22 | $2 | $2 | $0 | $0 | ||
| DOW INC | 2019-07-29 | $40,265 | $50,630 | -$10,365 | -$10,365 | ||
| CAPITAL GAINS DIVIDENDS | $25,359 | $25,359 | $25,359 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,581 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,463 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,010,998 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,741 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,957,276 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,485 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,843,514 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048540 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,813,958 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.013782 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $508,625 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033423 | DistributionYr5Rt |
| Total Distribution | 0.190585 | TotalDistributionRt |
| Average Distribution | 0.038117 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,997,282 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,130 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $544 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,000 | 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 | $544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $565 | 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 | $500 | $0 | $0 |
| ROBERT J LEITZELL ESQUIRE | ||||||||
| 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | PRESIDENT AND SECRETARY | 3.00 | $3,500 | $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 | $2,023,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,027,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,027,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,997,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $544 | TotalTaxAmt |
| Distributable Before Adj | $99,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,320 | 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 | $544 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,456 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $100,001 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $100,001 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $999 | 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 | $98,321 | 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CANCER CENTER | ||||||||
| PENN MEDICINE | PHILADELPHIA | PA | 19107 | NONE | CHARITABLE-CANCER RESEARCH | $5,000 | ||
| ALS | ||||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | NONE | CHARITABLE--PROVIDING FUNDS FOR RESEARCH, CARE SERVICES, PUBLIC POLICY | $4,000 | PUBLIC CHARITY | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 399 MARKET STREET | PHILADELPHIA | PA | 19106 | NONE | CHARITABLE--TO PROVIDE RESEARCH AND ASSISTANCE WITH PEOPLE WITH ALS | $5,000 | PUBLIC CHARITY | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | CHARITABLE-CANCER RESEARCH | $5,000 | PUBLIC CHARITY | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | CHARITABLE--HEART DISEASE RESEARCH | $5,000 | PUBLIC CHARITY | |
| AMERICAN RED CROSS | ||||||||
| 2221 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | NONE | CHARITABLE--PROVIDING FUNDS TO HELP THOSE IN NEED | $5,000 | PUBLIC CHARITY | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 2004 SPROUL ROAD | BROOMALL | PA | 19008 | NONE | CHARITABLE--FUNDING FOR RESEARCH TO CURE CYSTIC FIBROSIS | $4,000 | PUBLIC CHARITY | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH STREET | NEW YORK | NY | 10001 | NONE | CHARITABLE--TO HELP FUND MEDICAL ASSISTANCE TO POPULATIONS IN DISTRESS | $4,000 | PUBLIC CHARITY | |
| LITTLE PEOPLE OF AMERICA | ||||||||
| 250 EL CAMINO REAL | TUSTIN | CA | 92780 | NONE | CHARITABLE--TO HELP AND PROVIDE SUPPORT FOR PERSONS OF SHORT STATURE | $6,000 | PUBLIC CHARITY | |
| MAKE A WISH FOUNDATION | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | CHARITABLE-TO HELP ILL CHILDREN | $4,000 | PUBLIC CHARITY | |
| MULTIPLE SCLEROSIS ASSOCATION OF AMERICA | ||||||||
| 30 S 17TH STREET | PHILADELPHIA | PA | 19103 | NONE | CHARITABLE--FUNDING FOR RESEARCH AND HELP THOSE WITH MS | $4,000 | PUBLIC CHARITY | |
| MUSCULAR DYSTROPHY ASSOCATION | ||||||||
| 600 REED ROAD | BROOMALL | PA | 19008 | NONE | CHARITABLE--FUNDING TO CURE MUSCULAR DYSTROPHY | $4,000 | PUBLIC CHARITY | |
| PHILOPTOCHOS OF ST NICHOLAS | ||||||||
| 13 S MT VERNON AVE | ATLANTIC CITY | NJ | 08401 | NONE | CHARITABLE--PROVIDING SOCIAL SERVICES TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY | $8,000 | PUBLIC CHARITY | |
| SALVATION ARMY WORLD SERVICES | ||||||||
| PO BOX 418558 | BOSTON | MA | 02241 | NONE | CHARITABLE--INTERNATIONAL RELIEF | $5,000 | PUBLIC CHARITY | |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||||
| 3551 N BROAD STREET | PHILADELPHIA | PA | 19140 | NONE | CHARITABLE--DEDICATED TO IMPROVING THE LIVES OF CHILDREN | $5,000 | PUBLIC CHARITY | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE--RESEARCH FOR ILL CHILDREN | $5,000 | HOSPITAL RESEARCH | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| BOX 650309 | DALLAS | TX | 75265 | NONE | CHARITABLE--BREAST CANCER RESEARCH | $5,000 | PUBLIC CHARITY | |
| UNITED WAY OF PHILADELPHIA | ||||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | NONE | CHARITABLE--TO HELP FUND POVERTY PROGRAMS TO BREAK THE CYCLE OF PROVERTY | $4,000 | PUBLIC CHARITY | |
| WILLIAMSON FREE SCHOOL OF MECHANICAL TRADES | ||||||||
| 142 SOUTH NEW MIDDLETOWN ROAD | MEDIA | PA | 19063 | NONE | CHARITABLE--ADVANCEMENT OF SCHOOL MISSION | $5,000 | SCHOOL | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | NONE | CHARITABLE--TO HELP THOSE RETURNING VETERANS | $5,000 | PUBLIC CHARITY | |
| LAINIE LEITZELL MEMORIAL SCHOLARSHIP FUND | ||||||||
| UNIVERSITY OF PENNSYLVANIA 3535 | PHILADELPHIA | PA | 19104 | TO FOSTER EDUCATION SCHOLARSHIPS TO THE UNIVERSITY OF PENNSYLVANIA | $4,000 | SCHOOL | MARKET STREET | |
| 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 | $3,206 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,183 | 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 | -$54,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,808 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,808 | 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 | $1,300 | 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 | $867,597 | $867,597 |
| BEST VEST | FMV | $871,759 | $871,759 |
| AMERICAN FUNDS | FMV | $223,745 | $223,745 |
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 (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER | $0 | -$4,702 | $0 |
| BLACKSTONE | $0 | $361 | $0 |
| ENTERPRISE | $0 | -$4,455 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $131,681 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $111 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |