NEEDLES FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NEEDLES FAMILY FOUNDATION INC (EIN 65-0754688)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349103467
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:20:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | 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 | 650754688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEEDLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEED | BusinessNameControlTxt |
| Phone | 2156356200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 WILLOW AVENUE | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY NEEDLES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2156356200 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD R STIEBRITZ JR CPA | PreparerPersonNm |
| PTIN | P00840383 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.94.187.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:20:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EB3A5B99B91A80C2B7EE667D7E91B6F88AB7029A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6865C977ACC62AB8BA3D80F2962FAC9BC710F35 | 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 | $250,531 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,095 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,095 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $235,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,150 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,660 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $131 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $131 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,897 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,743 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,743 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $52 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $52 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,795 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,373 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,795 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,102 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,104 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $243,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $198,724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $204,427 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $249,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $244,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $250,531 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $249,610 | CapitalStockBOYAmt |
| Capital Stock EOY | $244,828 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $249,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $244,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $249,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $244,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $249,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,781 | ExcessRevenueOverExpensesAmt |
| Subtotal | $244,828 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $244,828 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $79,847 | $78,187 | $1,660 | $1,660 |
| PUBLICLY TRADED SECURITIES | P | $154,578 | $152,933 | $1,645 | $1,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,150 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,660 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,858 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $274,177 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.207377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,626 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $338,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.167117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,143 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $373,470 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.153006 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $436,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154459 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,096 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $494,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081063 | DistributionYr5Rt |
| Total Distribution | 0.763022 | TotalDistributionRt |
| Average Distribution | 0.152604 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $238,572 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,407 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,503 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,373 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $192 | SubtotalAmt |
| Tax Based On Investment Income | $192 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $192 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 |
| Individual With Books | RANDY NEEDLES | IndividualWithBooksNm |
| Phone | 2156356200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 WILLOW AVENUE | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SALLIE NEEDLES | |||||||||
| 8302 OLD YORK RD | C26 | ELKINS PARK | PA | 19027 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| BETH OST | |||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| RANDY NEEDLES | |||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | TREASURER | 000.00 | $0 | $0 | $0 | |
| JAY NEEDLES | |||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | VICE-PRESIDE | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $216,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $242,205 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $242,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $238,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192 | TotalTaxAmt |
| Distributable Before Adj | $11,737 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,737 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,373 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,373 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,373 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,737 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,573 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,852 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $183,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,373 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,636 | RemainingDistriFromCorpusAmt |
| Total Corpus | $185,922 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $170,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,866 | ExcessFromYear4Amt |
| Excess From Year3 | $38,573 | ExcessFromYear3Amt |
| Excess From Year2 | $39,852 | ExcessFromYear2Amt |
| Excess From Year1 | $43,261 | ExcessFromYear1Amt |
| Excess From Current Year | $2,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY NEEDLES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 WILLOW AVENUE | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156356200 | RecipientPhoneNum |
| Recipient Email Address | RANDY@STANLEYCREATIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST SHOWING SPECIFIC USE TO WHICH FUNDS WILL BE PUT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 31 OF THE FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY THE DIRECTORS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ABRAMSON CTR JEWISH LIFE | ||||||
| 1425 HORSHAM RD | NORTH WALES | PA | 19454 | CHARITY | $68 | |
| AMERBEN GURION UNIV | ||||||
| 261 OLD YORK RD | JENKINTOWN | PA | 19046 | CHARITY | $1,000 | |
| JEWISH FEDERATION OF PHIL | ||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | CHARITY | $7,500 | |
| OLD YORK RD TEMPLE BETH A | ||||||
| 971 OLD YORK RD | ABINGTON | PA | 19001 | CHARITY | $3,785 | |
| ABRAMSON SENIOR CARE | ||||||
| 5 SENTRY PARKWAY EAST | BLUE BELL | PA | 19422 | CHARITY | $1,920 | |
| PLANNED PARENTHOOD FEDERATION | ||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | CHARITY | $100 | 10TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,373 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $7,095 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $131 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $131 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,387 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS EQUITIES | $93,511 | $98,655 |
| FIXED INCOME | $105,213 | $105,772 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $131 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,743 | Amt |
| Net Investment Income | $1,743 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,743 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $35 | $35 | $35 |
| FEDERAL EXCISE TAX | $17 | $17 | $17 |