ELIZABETH P ARNETH IRREVOCABLE TRUST FBO TOWAMENCIN TOWNSHIP: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH P ARNETH IRREVOCABLE TRUST FBO TOWAMENCIN TOWNSHIP (EIN 38-6975423)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202031979349101723
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T13:00:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232315910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUM SMITH & CLEMENS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2060 DETWILER RD SUITE 125 | AddressLine1Txt |
| City | Harleysville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19438 | 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 | 386975423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH P ARNETH CHARITABLE TRUST FBO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARNE | BusinessNameControlTxt |
| Phone | 2157212549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 N MAIN STREET PO BOX 559 | AddressLine1Txt |
| City | SOUDERTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189640197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN JOHNSON | PersonNm |
| Person Title | VP and Sr. TO | PersonTitleTxt |
| Phone | 2157212549 | PhoneNum |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROY KERSHAW | PreparerPersonNm |
| PTIN | P01217442 | PTIN |
| Phone | 2153685755 | PhoneNum |
| Preparation | 2020-07-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C521023CC336B3E3275216A53E74E95BBD710BD4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4797AB5FD3CAF05F051CDC370122A18770520B9B | 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 | $4,842,408 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $29,869 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,869 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $510,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,603 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $115,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,781 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,255 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $52,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $610,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $493,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $493,669 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $331,463 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $234,963 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $234,475 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,526,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,565,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,358,268 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $448,393 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $423,631 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $431,848 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,095,691 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,110,719 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,324,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,012,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,828,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,842,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,012,655 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,828,140 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,012,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,828,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,012,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,828,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,012,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,850,203 | SubtotalAmt |
| Other Decreases | $22,063 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,828,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30. ABBVIE INC. | 2013-03-27 | 2019-01-10 | $2,650 | $1,042 | $1,608 | $1,608 | |
| 9. AIR PRODUCTS & CHEMICALS INC | 2016-10-06 | 2019-01-10 | $1,411 | $1,234 | $177 | $177 | |
| 2. ALPHABET INC CLASS A | 2014-09-24 | 2019-01-10 | $2,154 | $1,197 | $957 | $957 | |
| 23. AMGEN | 2017-09-11 | 2019-01-10 | $4,660 | $3,801 | $859 | $859 | |
| 1. AUTOMATIC DATA PROCESSING INC | 2018-10-03 | 2019-01-10 | $132 | $152 | -$20 | -$20 | |
| 8. BANK AMERICA CORP COM | 2018-02-27 | 2019-01-10 | $205 | $260 | -$55 | -$55 | |
| 28. BROADCOM INC COM | 2016-11-21 | 2019-01-10 | $6,997 | $4,837 | $2,160 | $2,160 | |
| 25000. CAPITAL ONE BANK USA NA 1.2000% 08/12/19 | 2016-08-04 | 2019-08-12 | $25,000 | $25,000 | |||
| 25000. CAPITAL ONE BANK (USA) NA 1.2500% 04/08/19 | 2016-03-30 | 2019-04-08 | $25,000 | $25,000 | |||
| 25000. CAPITAL ONE BANK USA NA 1.2000% 07/29/19 | 2016-07-20 | 2019-07-29 | $25,000 | $25,000 | |||
| 178. COMCAST CORP NEW CLASS A | 2015-06-01 | 2019-01-10 | $6,374 | $2,541 | $3,833 | $3,833 | |
| 5. COSTCO WHOLESALE CORP NEW | 2017-09-11 | 2019-01-10 | $1,051 | $705 | $346 | $346 | |
| 25000. COSTCO 1.700% 12/15/19 | 2013-06-13 | 2019-12-15 | $25,000 | $24,762 | $238 | $238 | |
| 37. DISNEY COMPANY | 2017-09-11 | 2019-01-10 | $4,171 | $3,596 | $575 | $575 | |
| 168.512 AMERICAN FUNDS EUROPACIFIC GROWTH F1 | 2017-03-15 | 2019-01-10 | $7,844 | $8,140 | -$296 | -$296 | |
| 13. FACEBOOK INC. CLASS A | 2017-07-12 | 2019-01-10 | $1,875 | $2,067 | -$192 | -$192 | |
| 50000. FEDERAL HOME LOAN BANKS 2.7400% 03/23/26 | 2016-03-14 | 2019-12-04 | $50,000 | $50,000 | |||
| 25000. FEDERAL FARM CR BKS 2.8200% 02/17/26 | 2016-02-04 | 2019-08-09 | $25,000 | $25,000 | |||
| 25000. GOLDMAN SACHS BANK USA 2.250% 05/09/19 | 2012-05-03 | 2019-05-09 | $25,000 | $25,000 | |||
| 3. HOME DEPOT INC | 2011-06-29 | 2019-01-10 | $537 | $109 | $428 | $428 | |
| 73. INTERCONTINENTAL EXCHANGE GROUP INC. | 2017-09-11 | 2019-01-10 | $5,312 | $4,175 | $1,137 | $1,137 | |
| 7. J. P. MORGAN CHASE & CO. COM | 2017-09-11 | 2019-01-10 | $704 | $631 | $73 | $73 | |
| 16. JOHNSON & JOHNSON | 2017-09-11 | 2019-01-10 | $2,072 | $2,131 | -$59 | -$59 | |
| 39. KIMBERLY CLARK CORP | 2016-11-21 | 2019-01-10 | $4,535 | $3,524 | $1,011 | $1,011 | |
| .714 KONTOOR BRANDS INC | 2018-10-03 | 2019-06-06 | $22 | $27 | -$5 | -$5 | |
| 6. KONTOOR BRANDS INC | 2019-01-10 | 2019-06-10 | $182 | $175 | $7 | $7 | |
| 76. KONTOOR BRANDS INC | 2018-10-03 | 2019-06-10 | $2,306 | $2,772 | -$466 | -$466 | |
| 339. KRAFT HEINZ CO | 2017-09-11 | 2019-03-22 | $10,919 | $27,910 | -$16,991 | -$16,991 | |
| 50. KRAFT HEINZ CO | 2018-09-10 | 2019-03-22 | $1,611 | $2,950 | -$1,339 | -$1,339 | |
| 29. KRAFT HEINZ CO | 2019-01-10 | 2019-03-22 | $934 | $1,322 | -$388 | -$388 | |
| 41. NIKE INC. CLASS B | 2017-09-11 | 2019-01-10 | $3,129 | $2,180 | $949 | $949 | |
| 9. PNC BANK CORP. | 2017-03-15 | 2019-01-10 | $1,079 | $1,128 | -$49 | -$49 | |
| 144. UTILITIES SELECT SECTOR SPDR ETF | 2017-09-11 | 2019-01-10 | $7,671 | $8,051 | -$380 | -$380 | |
| 20. THERMO FISHER SCIENTIFIC INC. COM | 2017-03-15 | 2019-01-10 | $4,778 | $3,229 | $1,549 | $1,549 | |
| 171500. U.S. SAVINGS BONDS SERIES HH 4.000% 12/1/19 | 1999-12-01 | 2019-12-09 | $171,500 | $171,500 | |||
| 396. VANGUARD TOTAL INTERNATIONAL STOCK ETF | 2017-03-15 | 2019-01-10 | $19,542 | $19,467 | $75 | $75 | |
| 113. VERIZON COMMUNICATIONS | 2017-09-11 | 2019-01-10 | $6,501 | $4,763 | $1,738 | $1,738 | |
| 24. VISA INC. COM CLASS A | 2016-11-21 | 2019-01-10 | $3,323 | $1,922 | $1,401 | $1,401 | |
| 13. TE CONNECTIVITY LTD | 2017-03-15 | 2019-01-10 | $1,013 | $998 | $15 | $15 | |
| CAPITAL GAIN DIVIDENDS | $23,707 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,603 | CapitalGainNetIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,691 | OverpaymentAmt |
| Applied To ES Tax | $5,691 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVEST BANK AND TRUST CO | BusinessNameLine1Txt |
| Business Name Line2 | TRUST SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157212549 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 N MAIN STREET PO BOX 197 | AddressLine1Txt |
| City | SOUDERTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18964 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Univest Bank | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 N Main Street PO Box 559 | AddressLine1Txt |
| City | Souderton | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $41,781 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,165,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $465,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,630,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,630,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,561,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,309 | TotalTaxAmt |
| Distributable Before Adj | $225,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,754 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,355 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $225,355 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $225,355 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,311 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,355 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $399 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $399 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,071 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $30,912 | ExcessFromYear2Amt |
| Excess From Year1 | $12,159 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Towamencin Township for Fisher's Park | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROBERT A FORD MANAGER | AddressLine1Txt |
| City | Kulpsville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FISHER'S PARK | GrantOrContributionPurposeTxt |
| Amt | $225,355 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,355 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,869 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,460 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $500 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Univest Bank | PersonNm |
| Short Explanation | FIDUCIARY FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COSTCO | ||
| JOHN DEERE CAPITAL | $24,740 | $24,998 |
| GENERAL ELECTRIC CAPITAL COR | $25,000 | $24,982 |
| NATIONAL RURAL UTILITIES | $25,000 | $25,009 |
| GENERAL ELECTRIC CAPITAL COR | $25,000 | $25,097 |
| TARGET CORP | $24,982 | $25,580 |
| BERKSHIRE HATHAWAY | $25,000 | $25,685 |
| UNITED HEALTH GROUP | $49,604 | $51,366 |
| THE COCA-COLA CO | $25,000 | $25,564 |
| STATE STREET CORP | $25,000 | $25,798 |
| NATIONAL RURAL UTILTIES CO | $25,000 | $25,361 |
| CATERPILLAR FINL SVCS CORP | $25,000 | $24,553 |
| APPLE INC | $24,994 | $25,465 |
| QUALCOMM INC | $24,425 | $26,442 |
| JOHNSON & JOHNSON | $49,915 | $50,779 |
| LOWES COS INC | $24,971 | $25,169 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $19,695 | $35,150 |
| AIR PRODUCTS & CHEMICAL INC | $15,494 | $33,839 |
| ALLSTATE CORP | $28,197 | $57,350 |
| ALPHABET INC CLASS A | $21,132 | $49,557 |
| AMERISOURCE BERGEN CORP | $29,333 | $42,000 |
| AMGEN | $33,770 | $49,901 |
| APPLE INC | $41,639 | $112,468 |
| AUTOMATIC DATA PROCESSING INC | $52,339 | $58,823 |
| BANK OF AMERICA CORP COM | $51,788 | $57,197 |
| BECTON DICKINSON & CO | $22,347 | $50,586 |
| BOOKING HLDGS INC | $50,551 | $69,827 |
| BROADCOM INC COM | $21,968 | $60,360 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $43,646 | $49,988 |
| COMCAST CORP NEW CLASS A | $26,772 | $49,467 |
| CONOCOPHILLIPS COM | $17,792 | $23,931 |
| CONSTELLATION BRANDS INC | $45,596 | $49,715 |
| COSTCO WHOLESALE CORP NEW | $24,410 | $52,612 |
| CVS CORP | $45,193 | $47,694 |
| DISCOVER FINANCIAL SERVICES 32 | $35,393 | $54,030 |
| DXC TECHNOLOGY | $70,221 | $31,125 |
| EOG RESOURCES | $22,731 | $19,851 |
| FACEBOOK INC CLASS A | $42,535 | $57,675 |
| FEDEX CORP | $25,607 | $24,950 |
| GENERAL DYNAMICS CORP | $26,170 | $29,979 |
| GLOBAL PAYMENTS | $52,016 | $75,580 |
| HARRIS CORP | $26,179 | $50,259 |
| HOME DEPOT INC | $28,871 | $59,399 |
| HONEYWELL INTERNATIONAL INC | $19,062 | $43,011 |
| INTERCONTINENTAL EXCHANGE GROU | $24,773 | $56,363 |
| J.P. MORGAN CHASE & CO. COM | $26,311 | $62,730 |
| JOHNSON & JOHNSON | $26,666 | $41,719 |
| KIMBERLY CLARK CORP | $26,924 | $36,451 |
| KRAFT HEINZ CO | ||
| NIKE INC CLASS B | $25,912 | $60,989 |
| OCCIDENTAL PETROLEUM | $25,716 | $14,753 |
| PACCAR INC | $38,225 | $43,268 |
| PNC FINANCIAL SERVICES GROUP I | $37,744 | $57,946 |
| SCHLUMBERGER LTD | $34,828 | $21,105 |
| SHERWIN WILLIAMS CO | $19,794 | $33,262 |
| SUNCOR ENERGY INC NEW | $22,009 | $21,123 |
| T. ROWE PRICE GROUP | $38,056 | $60,554 |
| TE CONNECTIVITY LTD | $40,599 | $56,258 |
| THERMO FISHER SCIENTIFIC INC C | $34,063 | $64,649 |
| UNITED TECHNOLOGIES CORP | $24,741 | $38,788 |
| UTILITIES SELECT SECTOR SPDR E | $42,142 | $64,620 |
| V.F. CORPORATION | $49,564 | $57,703 |
| VERIZON COMMUNICATIONS | $25,286 | $32,358 |
| VISA INC COM CLASS A | $22,135 | $70,462 |
| WALT DISNEY COMPANY | $25,656 | $50,765 |
| MONSTER BEVERAGE CORP NEW | $13,567 | $16,078 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $234,963 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $234,475 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JANUS HENDERSON ENTERPRISE A | AT COST | $129,373 | $145,755 |
| WELLS FARGO SPECIAL MID CAP VA | AT COST | $114,482 | $147,318 |
| AMERICAN BEACON SMALL CAP VALU | AT COST | $144,546 | $132,946 |
| VANGUARD EXPLORER FUND ADMIRAL | AT COST | $111,489 | $138,970 |
| VANGUARD TOTAL INTERNATIONAL S | AT COST | $271,649 | $332,581 |
| AMERICAN FUNDS EUROPACIFIC GRO | AT COST | $264,282 | $349,815 |
| FEDERATED SHORT-TERM INCOME FU | AT COST | $25,459 | $25,717 |
| FEDERATED TOTAL RETURN BOND FU | AT COST | $49,439 | $51,046 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EOY ADJUSTMENT | Desc |
| Amt | $22,063 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $10,255 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |