M VERNA BUTTERER EDUCATIONAL TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- M VERNA BUTTERER EDUCATIONAL TRUST (EIN 23-7751390)
- Tax period
- 2018-02-01 to 2019-01-31
- Filed
- 2019-05-02
- IRS object ID
- 201901229349101735
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-02T12:40:58-07:00 | ReturnTs |
| Tax Period End | 2019-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264061548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elissa Kirkegard CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3884 Stump Road | AddressLine1Txt |
| City | Doylestown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237751390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M Verna Butterer Educational Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MVER | BusinessNameControlTxt |
| Phone | 2152490503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 273 | AddressLine1Txt |
| City | Fountainville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elissa J Kirkegard | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elissa J Kirkegard | PreparerPersonNm |
| PTIN | P01224798 | PTIN |
| Phone | 2152490440 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $7,004,260 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $5,381 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,381 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $673,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,294 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $464,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $464,780 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,539 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,539 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,255 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,255 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,408 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $384,424 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $403,843 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,155 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,206,473 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,171,133 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,206,473 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,206,473 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,401,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,401,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,600,109 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,323,029 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,481,757 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,793,523 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,280,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,493,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,004,260 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,288,367 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,475,775 | CapitalStockEOYAmt |
| Retained Earning BOY | $991,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,018,023 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,280,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,493,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,280,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,493,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,280,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,482 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,493,798 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,493,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| INVESCO LONG TERM DISTRIBUTION | P | 2016-01-01 | 2018-12-31 | $183,699 | $183,699 | $183,699 | |
| 200,000 FORD | P | 2016-01-01 | 2018-08-01 | $200,000 | $8,034 | $8,034 | $191,966 |
| 290,000 HARTFORD | P | 2016-01-01 | 2019-01-15 | $290,000 | $24,561 | $24,561 | $265,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,294 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $419,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,990,340 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06998 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $417,776 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,690,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $422,618 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,777,636 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07315 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $442,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,860,980 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $359,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,507,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06529 | DistributionYr5Rt |
| Total Distribution | 0.357389 | TotalDistributionRt |
| Average Distribution | 0.071478 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,895,909 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $421,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,648 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $426,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $426,594 | 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 | $4,648 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,648 | SubtotalAmt |
| Tax Based On Investment Income | $4,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,997 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,997 | TotalPaymentsAndCreditsAmt |
| Overpayment | $349 | OverpaymentAmt |
| Applied To ES Tax | $349 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | BUTTERER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elissa J Kirkegard Admin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152490503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 273 | AddressLine1Txt |
| City | Fountainville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189230273 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Suzanne Barnhurst | ||||||
| PO Box 273 | Fountainville | PA | 18923 | Trustee | 1.00 | $4,000 |
| Phyllis Sampson James | ||||||
| PO Box 273 | Fountainville | PA | 18923 | Trustee | 1.00 | $2,000 |
| Miriam M Reimel | ||||||
| PO Box 723 | Fountainville | PA | 18923 | Trustee | 1.00 | $4,000 |
| Elissa J Kirkegard | ||||||
| PO Box 273 | Fountainville | PA | 18923 | Administrator | 30.00 | $51,539 |
| Shannon E Jefferson-Stellato | ||||||
| 5877 Village Lane | Doylestown | PA | 18902 | Trustee | 1.00 | $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 | For every scholarship/loan awarded, 50% is a gift (reported on Part I, Line 25 in the year paid) and 50% is a loan to be repaid five years after graduation or funding from the trust whichever shall occur first (See Loans Receivable for total outstanding loans at 1/31) This represents 50% of the scholarships/loans paid from 2/1 to 1/31 of this fiscal year. | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,535,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,985,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,985,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,895,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,648 | TotalTaxAmt |
| Distributable Before Adj | $290,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $144,857 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $435,004 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $435,004 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,398 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $180,196 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $426,594 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,648 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $421,946 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $435,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,857 | UndistributedIncomePYAmt |
| Qualifying Distributions | $426,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,857 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391,737 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $43,267 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M VERNA BUTTERER EDUCATIONAL TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | FOUNTAINVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2152490503 | RecipientPhoneNum |
| Form And Info And Materials | The form in which application should be submitted is available through public and private high school guidance departments as well as colleges and universities in Bucks County.The Educational Trust distributes applications by mail to any individual that makes the request.The application form is attached hereto and now available on line at the website of the organization. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Restricted to Bucks County, PA needy residents | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON COLLEGE | |||||||
| SCHOLARSHIP FBO SCHLOO | CHESTNUT HILL | MA | 02467 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $3,865 |
| BLUFFTON UNIVERSITY | |||||||
| SCHOLARSHIP FBO RUSH | BLUFFTON | OH | 45817 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $8,984 |
| BOSTON UNIVERSITY SCHOOL OF MEDICIN | |||||||
| SCHOLARSHIP FBO DAMICO | BOSTON | MA | 02215 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| BRYN MAWR COLLEGE | |||||||
| SCHOLARSHIP FBO ADNANE | BRYN MAWR | PA | 19010 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $5,116 |
| CEDAR CREST COLLEGE | |||||||
| SCHOLARSHIP FBO YAUN | ALLENTOWN | PA | 18104 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $4,021 |
| DELAWARE VALLEY UNIVERSITY | |||||||
| SCHOLARSHIP FBO BAILEY WEBER ROTE | DOYLESTOWN | PA | 18901 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $11,208 |
| DESALES UNIVERSITY | |||||||
| SCHOLARSHIP FBO SATTELE | CENTER VALLEY | PA | 18034 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $2,880 |
| DREXEL UNIVERSITY | |||||||
| SCHOLARSHIP FBO HOKE | PHILADELPHIA | PA | 19101 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $3,030 |
| DUQUESNE UNIVERSITY | |||||||
| SCHOLARSHIP FBO MC ILHINNEY | PITTSBURGH | PA | 15282 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $6,950 |
| FASHION INSTITUTE | |||||||
| SCHOLARHSIP FBO OMESI | NEW YORK | NY | 10001 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| ITHACA COLLEGE | |||||||
| SCHOLARSHIP FBO ROLLERI | ITHACA | NY | 14850 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $3,500 |
| FRANKLIN MARSHALL | |||||||
| SCHOLARSHIP FBO SCHICK | LANCASTER | PA | 17603 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $500 |
| GWYNEDD MERCY UNIVERSITY | |||||||
| SCHOLARSHIP FBO JALOWIEC | GWYNEDD VALLEY | PA | 19437 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| MESSIAH COLLEGE | |||||||
| SCHOLARSHIP FBO GEIB | GRANTHAM | PA | 17027 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $875 |
| UNIVERSITY OF FLORIDA | |||||||
| SCHOLARSHIP FBO KUSTERS | GAINVESVILLE | FL | 32611 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| SCHOLARSHIP FBO YEGER | ANN ARBOR | MI | 48109 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| PENN STATE UNIVERSITY SCHOLARSHIPS | |||||||
| FBO MULTIPLE RECIPIENTS | UNIVERSITY PARK | PA | 16802 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $16,416 |
| UNIVERSITY OF VERMONT | |||||||
| SCHOLARSHIP FBO WALI | BURLINGTON | VT | 05405 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| SCHOLARSHIPS FBO ALDERFER L B | ROCHESTER | NY | 14623 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| RUTGERS UNIVERSITY | |||||||
| SCHOLARSHIP FBO LYNN N J | NEW BRUNSWICK | NJ | 08903 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| UNIVERSITY OF TAMPA | |||||||
| SCHOLARSHIP FBO MULTIPLE RECIPIENTS | TAMPA | FL | 33606 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $8,490 |
| ROWAN UNIVERSITY | |||||||
| SCHOLARSHIP FBO THARAKAN | GLASSBORO | NJ | 08028 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $7,000 |
| TEMPLE UNIVERSITY | |||||||
| SCH FBO MULTIPLE RECIPIENTS | PHILADELPHIA | PA | 19182 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $8,933 |
| UNIVERSITY OF PITTSBURGH | |||||||
| SCHOLARSHIP FBO VENTRESCA KELLY | PITTSBURGH | PA | 15264 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $11,300 |
| UNIVERSITY OF VIRGINIA | |||||||
| SCHOLARSHIP FBO ZULUAGA | CHARLOTTESVILLE | VA | 22904 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $550 |
| WAYNESBURG UNIVERSITY | |||||||
| SCHOLARSHIP FBO HAINES | WAYNESBURG | PA | 19370 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $5,938 |
| WEST CHESTER UNIVERSITY | |||||||
| SCHOLARSHIP FBO PURDY | WEST CHESTER | PA | 19383 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $640 |
| WIDENER UNIVERSITY | |||||||
| SCHOLARSHIP FBO BROWN ROBINSON | CHESTER | PA | 19013 | NONE | PC | SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,196 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,381 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $216,294 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $248,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $216,294 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $464,780 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | The mutual fund investment distributes long term capital gains each year. | RelationshipStatementTxt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VOYA NOW Aetna Services | $355,254 | $398,654 |
| First Union Cap | $184,254 | $248,016 |
| BANK OF AMERICA (NationsBank) | $297,754 | $354,615 |
| Weyerhaeuser | $302,629 | $351,369 |
| HERTZ CORPORATION | $108,079 | $90,750 |
| TCI COMMUNICATIONS | $76,804 | $98,623 |
| GOODYEAR TIRE & RUBBER | $150,755 | $172,935 |
| ALCOA now ARCONIC | $173,860 | $200,500 |
| CREDIT SUISSE 5.4% | $94,496 | $102,061 |
| GOLDMAN SACHS 6.45% | $191,512 | $232,896 |
| VIRTUS MULTI SECT SHT TRM BD C | $250,000 | $243,775 |
| MORGAN STANLEY 5.75% | $50,584 | $52,491 |
| HEWLETT PACKARD 4.3% | $48,959 | $51,199 |
| BERKSHIRE 4.40% | $99,958 | $104,426 |
| DOW CHEMICAL 4.747% | $94,255 | $91,491 |
| MORGAN STANLEY 4.35% | $99,776 | $101,183 |
| AT&T 4.702% | $194,809 | $188,912 |
| ENERGY TRANSFER 6.05% | $98,885 | $102,157 |
| HEWLETT PACKARD 6% | $23,677 | $26,197 |
| MICROSOFT 3.5% | $48,504 | $48,102 |
| VERIZON 3.85% | $45,203 | $44,818 |
| EXELON 5.6% | $98,868 | $97,798 |
| KRAFT HEINZ 5% | $96,546 | $95,766 |
| MYLAN 5.4% | $95,770 | $88,849 |
| HEWLETT PACKARD 6.2% | $200,566 | $205,940 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESCO VK GR & INC | StockNm |
| EOY Book Value | $1,401,734 | EOYBookValueAmt |
| EOYFMV | $1,600,109 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,255 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,255 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Charge | $8 | $8 |
| Dues | $750 | $750 |
| Liability Insurance | $1,431 | $1,431 |
| Office Supplies | $862 | $862 |
| Postage Expense | $357 | $357 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $4 | BOYBookValueAmt |
| EOY Book Value | $9 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Deposits | CategoryTxt |
| Amt | $4,900 | Amt |