KENNETH AND CAROLINE TAYLOR FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CAROLINE TAYLOR FAMILY FOUNDATION (EIN 25-6742004)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201833169349100218
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T08:15:54-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PUBLIC SQUARE | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 187012681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256742004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND CAROLINE TAYLOR | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 5707463301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 897 ROUTE 706 | AddressLine1Txt |
| City | WYALUSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH H TAYLOR JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5707463301 | PhoneNum |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL A MARTIN CPA | PreparerPersonNm |
| PTIN | P00011691 | PTIN |
| Phone | 5708200100 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.229.124.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-05 | IPDt |
| IP Tm | 11:53:28 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76BD38FFA3EB1ACF56383EE462AFA7D67E66A125 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $10,761,251 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,555 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $205,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,661,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,734,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,661,369 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,852 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,852 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,924,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,919,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,675 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,862 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,556 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $622,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $622,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $705,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $629,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,219,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,859,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,179,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $621,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $621,848 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,868,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,677,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,139,403 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,048,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,299,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,761,251 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $60,224 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $66,698 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $60,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,698 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,987,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,233,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,987,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,233,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,048,150 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,299,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,987,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,219,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,534 | OtherIncreasesAmt |
| Subtotal | $10,239,659 | SubtotalAmt |
| Other Decreases | $6,658 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,233,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MCVEAN TRADING ACCT # 22596 | P | 2017-01-01 | 2017-12-31 | $45,677 | $59,490 | -$13,813 | -$13,813 |
| MCVEAN TRADING ACCT #22684 SECTION 1256 GAIN | P | 2017-01-01 | 2017-12-31 | $4,375 | $4,375 | ||
| MCVEAN TRADING ACCT #22684 | P | 2017-01-01 | 2017-12-31 | $150,233 | $115,206 | $35,027 | $35,027 |
| JP MORGAN #10411 | P | 2017-01-01 | 2017-12-31 | $4,402,772 | $4,283,052 | $119,720 | $119,720 |
| JP MORGAN #10411 | P | 2017-01-01 | 2017-12-31 | $3,136,021 | $2,752,814 | $383,207 | $383,207 |
| JP MORGAN #10411 | P | 2017-01-01 | 2017-12-31 | $2,897,960 | $1,963,627 | $934,333 | $934,333 |
| JP MORGAN #50899 | P | 2017-01-01 | 2017-12-31 | $62,262 | $58,404 | $3,858 | $3,858 |
| JP MORGAN #50899 | P | 2017-01-01 | 2017-12-31 | $889,451 | $603,824 | $285,627 | $285,627 |
| CAPITAL GAIN FROM PASSTHROUGH | P | 2017-01-01 | 2017-12-31 | -$89,470 | -$89,470 | ||
| WILMINGTON TRUST COMPANY 122739-000 | P | 2017-01-01 | 2017-12-31 | $636,595 | $621,342 | $15,253 | $15,253 |
| JPM GLOBAL ACCESS | P | 2017-01-01 | 2017-12-31 | $452,803 | $486,644 | -$33,841 | -$33,841 |
| CMS PRIVATE REIT, L.P. | P | 2017-01-01 | 2017-12-31 | $9,804 | $41,665 | -$31,861 | -$31,861 |
| CMS/KRG CAPITAL FUND III, L.P. | P | 2017-01-01 | 2017-12-31 | $1,818 | $1,684 | $134 | $134 |
| CMS PRIVATE REAL ESTATE INVESTMENT TRUST | P | 2017-01-01 | 2017-12-31 | $500 | -$500 | -$500 | |
| CAPITAL GAINS DIVIDENDS | P | $49,320 | $49,320 | $49,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,661,369 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $590,902 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,828,890 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $635,905 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,643,473 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059746 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $532,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,844,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049084 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $563,633 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,381,439 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054292 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $527,088 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,973,542 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052849 | DistributionYr5Rt |
| Total Distribution | 0.276090 | TotalDistributionRt |
| Average Distribution | 0.055218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,499,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $579,743 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,594 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $598,337 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $629,075 | 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 | $18,594 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,594 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,672 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,672 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,078 | OverpaymentAmt |
| Applied To ES Tax | $5,078 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MS BARBARA HUGO | IndividualWithBooksNm |
| Phone | 5707463301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 897 ROUTE 706 | AddressLine1Txt |
| City | WYALUSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH H TAYLOR JR | ||||||||
| 897 ROUTE 706 | WYALUSING | PA | 18853 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE E TAYLOR | ||||||||
| 897 ROUTE 706 | WYALUSING | PA | 18853 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,842,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $816,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,659,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,659,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,499,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $524,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $524,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,594 | TotalTaxAmt |
| Distributable Before Adj | $506,365 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $506,365 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $506,365 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $629,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $629,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,594 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $610,481 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $506,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $107,263 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $629,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $107,263 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $506,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,447 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,447 | 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 | $15,447 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH H TAYLOR JR | ContributingManagerNm |
| Contributing Manager | CAROLINE E TAYLOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37243 | WASHINGTON | DC | 20013 | NONE | PUBLIC | CHARITABLE | $10,000 |
| AUSTIN COLLEGE | |||||||
| 900 NORTH GRAND AVENUE SUITE 6G | SHERMAN | TX | 75090 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BRADFORD COUNTY ACTION | |||||||
| 500 WILLIAM ST | TOWANDA | PA | 18848 | NONE | PUBLIC | CHARITABLE | $10,000 |
| BRADFORD COUNTY CHILDREN & YOUTH SERVICES | |||||||
| PO BOX 222 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BRADFORD COUNTY HISTORICAL SOCIETY | |||||||
| 109 PINE STREET | TOWANDA | PA | 18848 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CASA OF LUZERNE COUNTY | |||||||
| 667 N RIVER STREET | WILKESBARRE | PA | 18705 | NONE | PUBLIC | CHARITABLE | $10,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $21,500 |
| COMMUNITY FOUNDATION OF THE TWIN TIERS | |||||||
| 104 W LOCKHART STREET UNIT 2 | SAYRE | PA | 18840 | NONE | PUBLIC | CHARITABLE | $1,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC | CHARITABLE | $5,000 |
| EAST TEXAS COMMUNITIES FOUNDATION | |||||||
| 315 N BROADWAY AVE STE 210 | TYLER | TX | 75702 | NONE | PUBLIC | CHARITABLE | $10,000 |
| FIVE RIVERS COUNCIL BOY SCOUTS OF AMERICA | |||||||
| RR 4 BOX 4244 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $2,500 |
| FRIENDS OF THE UPPER DELAWARE RIVER | |||||||
| 158 EAST FRONT STREET | HANCOCK | NY | 13783 | NONE | PUBLIC | CHARITABLE | $1,000 |
| GRAND TETON MUSIC FESTIVAL | |||||||
| 4015 WEST CREEK DRIVE | WILSON | WY | 83014 | NONE | PUBLIC | CHARITABLE | $15,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PUBLIC | CHARITABLE | $1,000 |
| GUTHRIE HEALTHCARE SYSTEM | |||||||
| ONE GUTHRIE SQUARE | SAYRE | PA | 18840 | NONE | PUBLIC | CHARITABLE | $155,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 231 | MONTROSE | PA | 18801 | NONE | PUBLIC | CHARITABLE | $1,000 |
| HELPING HANDS FOOD PANTRY | |||||||
| PO BOX 233 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HUNTERS SHARING THE HARVEST | |||||||
| 6780 HICKORY LANE | HARRISBURG | PA | 17112 | NONE | PUBLIC | CHARITABLE | $5,000 |
| JACKSON HOLE CONSERVATION ALLIANCE | |||||||
| PO BOX 2728 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $1,000 |
| JACKSON HOLE LAND TRUST | |||||||
| 555 EAST BROADWAY | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $110,000 |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW 1100 | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITABLE | $3,000 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON | WY | 83002 | NONE | PUBLIC | CHARITABLE | $27,000 |
| NEW ALBANY FIRE COMPANY | |||||||
| PO BOX 167 | NEW ALBANY | PA | 18833 | NONE | PUBLIC | CHARITABLE | $1,000 |
| NORTH BRANCH LAND TRUST | |||||||
| 11 CARVERTON ROAD | TRUCKSVILLE | PA | 18708 | NONE | PUBLIC | CHARITABLE | $7,500 |
| NORTHERN TIER INDUSTRY AND EDUCATION CONSORTIUM | |||||||
| PO BOX 200 | DIMOCK | PA | 18816 | NONE | PUBLIC | CHARITABLE | $3,000 |
| OFF SQUARE THEATRE COMPANY | |||||||
| PO BOX 2920 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $500 |
| PRESBYTERIAN CHURCH OF JACKSON HOLE | |||||||
| PO BOX 7530 1251 S PARK LOOP | JACKSON | WY | 83002 | NONE | PUBLIC | CHARITABLE | $10,000 |
| RENDEZVOUS PARK | |||||||
| PO BOX 6430 | JACKSON | WY | 83002 | NONE | PUBLIC | CHARITABLE | $500 |
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK ROAD | CORAPOLIS | PA | 151089377 | NONE | PUBLIC | CHARITABLE | $1,000 |
| SALVATION ARMY | |||||||
| RR 2 BOX 125 TERRYTOWN MTN RD | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $1,000 |
| SCHOLARSHIP AMERICA - SCHOLARSHIP PROGRAM | |||||||
| C/O FIRST NATL BK PO BOX 240 | ST PETER | MN | 56082 | NONE | PUBLIC | CHARITABLE | $52,500 |
| ST JOHN'S HOSPITAL FOUNDATION | |||||||
| 555 EAST BROADWAY SUITE 213 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $10,000 |
| TACO FOOD PANTRY | |||||||
| PO BOX 262 | TOWANDA | PA | 18848 | NONE | PUBLIC | CHARITABLE | $1,000 |
| TETON LITERACY PROGRAM | |||||||
| 1465 GREGORY LAND 260 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $2,200 |
| THE CHILDREN'S HOUSE | |||||||
| PO BOX 335 | TOWANDA | PA | 18848 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE MASTER'S SCHOOL | |||||||
| 36 WESTLEDGE ROAD | WEST SIMSBURY | CT | 06092 | NONE | PUBLIC | CHARITABLE | $2,000 |
| THE TVRC EDUCATION FOUNDATION | |||||||
| PO BOX 4915 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $10,000 |
| TROUT UNLIMITED GENERAL FUND | |||||||
| 1300 N 17TH STREET 500 | ARLINGTON | VA | 22209 | NONE | PUBLIC | CHARITABLE | $11,000 |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 8 W MARKET ST 450 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $10,000 |
| WILMOT FIRE COMPANY | |||||||
| RR 1 BOX 154 | SUGAR RUN | PA | 18846 | NONE | PUBLIC | CHARITABLE | $1,000 |
| WINGS OF HOPE EQUITHERAPY | |||||||
| PO BOX 445 | BURELSON | TX | 76097 | NONE | PUBLIC | CHARITABLE | $5,000 |
| WYALUSING AREA EDUCATION FOUNDATION | |||||||
| PO BOX 157 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $1,000 |
| WYALUSING AREA SCHOOL DISTRICT | |||||||
| RR 2 BOX 7 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $3,000 |
| WYALUSING PRESBYTERIAN CHURCH | |||||||
| 179 CHURCH STREET | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $15,000 |
| WYALUSING PUBLIC LIBRARY | |||||||
| PO BOX 98 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $5,000 |
| WYALUSING VALLEY MUSEUM ASSN INC | |||||||
| PO BOX 301 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $53,000 |
| WYALUSING VALLEY VOLUNTEER FIRE CO | |||||||
| 24 SECOND STREET PO BOX 86 | WYALUSING | PA | 18853 | NONE | PUBLIC | CHARITABLE | $1,000 |
| WYOMING SEMINARY | |||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18707 | NONE | PUBLIC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $622,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,555 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,206 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,852 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,661,369 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,919,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,919,982 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,400 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CMS WINSTON EQUITY PARTNERS | AT COST | $12,370 | $31,617 |
| MELLON PRIVATE EQUITY FUND IV | AT COST | $45,648 | $66,683 |
| GS PRIVATE EQUITY PARTNERS | AT COST | $203,077 | $138,669 |
| GS MOUNT KELLETT CAPITAL PARTNERS | AT COST | $74,852 | $37,835 |
| MUTUAL FUNDS | AT COST | $8,888,684 | $9,383,240 |
| JP MORGAN PRIVATE INVESTORS | AT COST | $241,018 | $304,115 |
| JP MORGAN AG WHOLE LOAN FUND | AT COST | $212,202 | $177,244 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECTION 1256 GAINS NOT RECORDED PER BOOKS | $4,375 |
| REALIZED GAIN DIFFERENCE IN PARTNERSHIP DISPOSALS- BOOK/TAX | $2,283 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $37,018 | $37,018 | $0 |
| INVESTMENT EXPENSES - FROM PASSTHROUGH INVESTMENTS | $4,656 | $4,656 | $0 |
| MANAGEMENT FEES - PASSTHROUGH INVESTMENTS | $3,296 | $3,296 | $0 |
| NON DEDUCTIBLE EXPENSES - FROM PASSTHROUGH INVESTMENTS | $71 | $0 | $0 |
| OTHER NON DEDUCTIBLE EXPENSES | $19 | $0 | $0 |
| OTHER EXPENSES- PASS THROUGH | $8,586 | $8,586 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INVESTMENT INCOME | -$151 | -$151 | -$151 |
| NET SECTION 1231 GAIN (LOSS) - FROM PASSTHROUGH INVESTMENTS | -$11,120 | -$11,120 | -$11,120 |
| ORDINARY INCOME - FROM PASSTHROUGH INVESTMENTS | -$3,333 | -$3,333 | -$3,333 |
| OTHER INCOME - FROM PASSTHROUGH INVESTMENTS | $50,450 | $50,450 | $50,450 |
| OTHER NET RENTAL INCOME - FROM PASSTHROUGH INVESTMENTS | $6 | $6 | $6 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| QEF INCOME ADJUSTMENT FROM K-1 (NO ELECTION MADE) | $32,486 |
| INTEREST INCOME TAX REFUND- RECORDED ON PY TAX RETURN | $48 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INVESTMENT - CMS PROCACCIANTI HOTEL FD II-Q L.P. | $60,224 | $66,024 |
| TIMBERVEST PARTNERS L.P. | $0 | $674 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHOLARSHIP MANAGEMENT FEES | CategoryTxt |
| Amt | $2,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,675 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $16,000 | $0 | $0 |
| FOREIGN TAXES | $2,862 | $2,862 | $0 |