SIMON-STAUB FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SIMON-STAUB FOUNDATION (EIN 46-2943589)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-05
- IRS object ID
- 201900969349100400
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-05T20:26:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY N YOFFE | PreparerPersonNm |
| PTIN | P01478231 | PTIN |
| Phone | 7173431120 | PhoneNum |
| Preparation | 2019-04-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 152.208.61.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-05 | IPDt |
| IP Tm | 20:26:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72E856A0084CBE4EEEE1B58121C9CF6691A0A373 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72E856A0084CBE4EEEE1B58121C9CF6691A0A373 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,092 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,057 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $504 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $504 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $201 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $543 | CashBOYAmt |
| Cash EOY | $749 | CashEOYAmt |
| Cash EOYFMV | $749 | CashEOYFMVAmt |
| Corporate Stock BOY | $50,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,343 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $50,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $50,765 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,349 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,416 | ExcessRevenueOverExpensesAmt |
| Subtotal | $49,349 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $49,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 58 SHARES ISHARES LATIN AMER (ILF) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-07-22 | AcquiredDt |
| Sold | 2018-10-05 | SoldDt |
| Gross Sales Price | $1,872 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,622 | CostOrOtherBasisAmt |
| Gain Or Loss | $250 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $250 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040610 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $991 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,975 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021555 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $20,440 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.062165 | TotalDistributionRt |
| Average Distribution | 0.031083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $55,136 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,727 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,684 | 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 | $13 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13 | SubtotalAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $13 | TaxDueAmt |
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 | Yes (true) | 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 2018, SCHOLARSHIPS WERE PAID ON BEHALF OF 3 STUDENTS. | Description1Txt |
| Expenses1 | $15,000 | Expenses1Amt |
| Description2 | DONATIONS TO MISCELLANEOUS ORGANIZATIONS WHICH QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | Description2Txt |
| Expenses2 | $2,684 | Expenses2Amt |
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 | $55,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,976 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $55,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13 | TotalTaxAmt |
| Distributable Before Adj | $2,744 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,744 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,744 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,684 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,671 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,684 | UndistributedIncomePYAmt |
| Qualifying Distributions | $17,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,684 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $15,000 | TreatedAsDistriFromCorpusAmt |
| Total Corpus | $15,000 | TotalCorpusAmt |
| Undistributed Income CY | $2,744 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,000 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NEW LIFE FOR GIRLS INC | ||||||||
| 5925 LEWISBERRY ROAD | DOVER | PA | 17315 | NONE | PUB. CHARITY | ASSIST WOMEN WITH ADDICTION ISSUES | $1,342 | |
| MECHANICSBURG AREA MEALS ON WHEELS | ||||||||
| PO BOX 1093 | MECHANICSBURG | PA | 17055 | NONE | PUB. CHARITY | GIVE FOOD TO LOW INCOME OLDER ADULTS | $1,342 | |
| CHLOE KINDIG | ||||||||
| 3000 IVYSIDE PARK | ALTOONA | PA | 16601 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 | 110A SPRUCE HALL |
| AGATHA CHMIELEWSKI | ||||||||
| 143 LUCKNOW ROAD | HARRISBURG | PA | 17110 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 | |
| WILLIAM STEPHENS | ||||||||
| 330 ATHERTON HALL | UNIVERSITY PARK | PA | 16802 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,684 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,806 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $250 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,057 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,057 | 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 | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SUPPLEMENT TO YEAR 2018 FORM 990-PF FILED BY THE SIMON-STAUB FOUNDATION SUPPLEMENT TO YEAR 2018 FORM 1040 FILED BY MARY F. STAUB ON THE FOLLOWING DATES, THE SIMON-STAUB FOUNDATION RECEIVED THE FOLLOWING CONTRIBUTIONS FROM MARY F. STAUB AND MADE THE FOLLOWING QUALIFYING DISTRIBUTIONS: AMOUNT OF CONTRIBUTION: 5,000.00 DATE CONTRIBUTION RECEIVED: JUNE 8, 2018 AMOUNT OF QUALIFYING DISTRIBUTION: 5,000.00 DATE QUALIFYING DISTRIBUTION MADE: JUNE 11, 2018 AMOUNT OF CONTRIBUTION: 5,000.00 DATE CONTRIBUTION RECEIVED: JULY 18, 2018 AMOUNT OF QUALIFYING DISTRIBUTION: 5,000.00 DATE QUALIFYING DISTRIBUTION MADE: JULY 19, 2018 AMOUNT OF CONTRIBUTION: 5,000.00 DATE CONTRIBUTION RECEIVED: JULY 19, 2018 AMOUNT OF QUALIFYING DISTRIBUTION: 5,000.00 DATE QUALIFYING DISTRIBUTION MADE: JULY 21, 2018 SIMON-STAUB FOUNDATION BY /S/ MARY F. STAUB, PRESIDENT | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR EMERGING LATIN AMERICA | ||
| ISHARES LATIN AMERICA | $48,600 | $49,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHECKS | $28 | $28 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $504 | Amt |
| Net Investment Income | $504 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $186 | $186 |
| COMMONWEALTH OF PENNSYLVANIA | $15 | $15 |
| FEDERAL EXCISE TAX | $56 |