EATER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EATER FAMILY FOUNDATION (EIN 45-6413201)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349103802
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:26:34-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260018697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENNER ACCOUNTING SVC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 HELLAM ST | AddressLine1Txt |
| City | WRIGHTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 173681138 | 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 | 456413201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EATER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EATE | BusinessNameControlTxt |
| Phone | 7174263761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 286 WEST MARKET STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIRIAM N FLETCHER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7174263761 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROY A ARMOLD JR CPA | PreparerPersonNm |
| PTIN | P00282132 | PTIN |
| Phone | 7172521315 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,308,810 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $5,182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,619 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $392,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,668 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,830 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $838 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $113,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $838 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,004 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,004 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $64 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,662 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $213 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,444 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $838 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,098 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,146 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,239 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,456 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,456 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,879,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,954,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,954,092 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $96,368 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,382 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $67,382 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $87,942 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,734 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,215,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,308,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,308,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Permanently Restricted BOY | $2,215,597 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $2,308,810 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,215,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,308,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,215,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,308,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,215,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $173,215 | OtherIncreasesAmt |
| Subtotal | $2,367,657 | SubtotalAmt |
| Other Decreases | $58,847 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,308,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| C NCR 072117 45 CALL | P | 2017-07-21 | 2017-07-21 | $403 | $403 | $403 | |
| GOVERNMENT PPTYS INC | P | 2016-02-29 | 2017-04-19 | $15,199 | $5,042 | $5,042 | $10,157 |
| JARDINE MATHESON HLDGS | P | 2011-01-26 | 2017-08-17 | $12,782 | $1,382 | $1,382 | $11,400 |
| FRAMCOIS FRERES TONNELLE | P | 2011-07-29 | 2017-12-29 | -$4,397 | -$4,397 | $4,397 | |
| C WPZ 121517 45 CALL | P | 2017-12-15 | 2017-12-15 | $262 | $262 | $262 | |
| JAKKS PACIFIC INC | P | 2013-06-20 | 2017-12-28 | $1,715 | -$6,302 | -$6,302 | $8,017 |
| LIMONEIRA COMPANY | P | 2011-07-29 | 2017-08-18 | $10,271 | -$94 | -$94 | $10,365 |
| MESABI TRUST CTF BEN INT | P | 2011-07-29 | 2017-10-06 | $6,654 | -$2,400 | -$2,400 | $9,054 |
| ADT PERONI WINTER 16 | P | 2016-12-27 | 2017-01-09 | $295 | $12 | $12 | $283 |
| MCCLATCHY CO A NEW | P | 2015-05-01 | 2017-10-06 | $2,333 | -$2,065 | -$2,065 | $4,398 |
| NAVISTAR INTL8.25 | P | 2012-06-26 | 2017-11-10 | $10,000 | $437 | $437 | $9,563 |
| ADV PERONI AUTUM 16 | P | 2017-06-26 | 2017-10-02 | $489 | $58 | $58 | $431 |
| MONARCH CEMENT CO NEW | P | 2011-07-29 | 2017-08-21 | $18,822 | $8,902 | $8,902 | $9,920 |
| NUSTAR ENERGY | P | 2011-07-29 | 2017-03-15 | $4,901 | -$305 | -$305 | $5,206 |
| RITE AID CORP | P | 2017-03-15 | 2017-12-29 | $3,797 | -$6,258 | -$6,258 | $10,055 |
| PROSPECT CAP CORP | P | 2013-04-17 | 2017-11-15 | $9,495 | -$6,398 | -$6,398 | $15,893 |
| OLD REPUBLIC INTL CORP | P | 2011-07-29 | 2017-03-15 | $16,774 | $7,973 | $7,973 | $8,801 |
| ADT PERONI WINTER 16 | P | 2016-01-07 | 2017-01-09 | $32,848 | $2,567 | $2,567 | $30,281 |
| SOUTH32 LTD SPON ADR | P | 2015-05-29 | 2017-03-15 | $759 | $39 | $39 | $720 |
| PNC FINL SVCS GROUP INC | P | 2011-07-29 | 2017-03-15 | $12,415 | $6,986 | $6,986 | $5,429 |
| ADV PERONI AUTUM 16 | P | 2016-09-29 | 2017-10-02 | $43,825 | $6,023 | $6,023 | $37,802 |
| VIACOM INC CL B | P | 2015-08-25 | 2017-11-20 | $7,907 | -$4,182 | -$4,182 | $12,089 |
| PARDEE RESOURCES COMPANY | P | 2011-07-29 | 2017-10-17 | $9,292 | -$4,208 | -$4,208 | $13,500 |
| APPLE INC | P | 2012-12-14 | 2017-08-17 | $3,055 | $1,564 | $1,564 | $1,491 |
| WESTSHORE TERMS INVT | P | 2011-07-29 | 2017-03-15 | $3,858 | -$827 | -$827 | $4,685 |
| PEOPLES LTD | P | 2011-07-29 | 2017-12-19 | $6 | $3 | $3 | $3 |
| BANK AMERICA CORP | P | 2015-08-25 | 2017-02-01 | $4,453 | $1,336 | $1,336 | $3,117 |
| AMER INTL | P | 2011-11-18 | 2017-11-16 | $13,320 | $4,159 | $4,159 | $9,161 |
| PHILLIPS 66 | P | 2011-07-29 | 2017-03-15 | $7,723 | $4,424 | $4,424 | $3,299 |
| BON-TON STORE INC | P | 2015-11-12 | 2017-10-06 | $596 | -$4,912 | -$4,912 | $5,508 |
| CSX CORP | P | 2011-07-29 | 2017-03-15 | $9,424 | $4,510 | $4,510 | $4,914 |
| POWER REIT | P | 2011-07-29 | 2017-10-06 | $5,360 | -$5,476 | -$5,476 | $10,836 |
| BRIGHTHOUSE FINL INC | P | 2012-06-14 | 2017-08-11 | $21 | $9 | $9 | $12 |
| COMMUNITY FIRST BANCORP | P | 2011-07-29 | 2017-03-15 | $3,395 | $1,045 | $1,045 | $2,350 |
| ROCKWELL AUTOMATION INC | P | 2011-07-29 | 2017-03-15 | $14,975 | $7,799 | $7,799 | $7,176 |
| CENOVUS ENERGY INC | P | 2015-11-12 | 2017-10-06 | $1,819 | -$1,296 | -$1,296 | $3,115 |
| DTE ENERGY COMPANY | P | 2011-07-29 | 2017-03-15 | $9,882 | $4,898 | $4,898 | $4,984 |
| TEX PAC LAND SUB CTF UT | P | 2011-07-29 | 2017-03-15 | $26,122 | $21,630 | $21,630 | $4,492 |
| CHICAGO BRDG&IRON COMPNY | P | 2015-09-15 | 2017-12-27 | $2,324 | -$4,292 | -$4,292 | $6,616 |
| ESTN COMPANY | P | 2011-07-29 | 2017-09-15 | $19,479 | $6,099 | $6,099 | $13,380 |
| 8VERIZON NY 7.375 | P | 2011-07-29 | 2017-03-20 | $14,141 | $1,204 | $1,204 | $12,937 |
| COEUR MINING INC | P | 2014-11-19 | 2017-01-20 | $6,309 | $3,640 | $3,640 | $2,669 |
| FULTON FINANCIAL CORP PA | P | 2011-07-29 | 2017-02-24 | $16,845 | $7,710 | $7,710 | $9,135 |
| ANGLO EASTRN PLANTATIONS | P | 2011-07-29 | 2017-08-17 | $5,495 | -$843 | -$843 | $6,338 |
| EQUITY COMWLTH BEN INT | P | 2011-12-22 | 2017-02-01 | $1,468 | $685 | $685 | $783 |
| GENERAL MOTORS CO WTS | P | 2012-03-13 | 2017-01-10 | $5,616 | $1,995 | $1,995 | $3,621 |
| STOLT NIELSEN LTD SHS | P | 2011-07-29 | 2017-10-09 | $4,153 | -$3,492 | -$3,492 | $7,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,458 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,523 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,044,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,159,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,384 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,307,391 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063441 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,194,620 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,063 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,005,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049898 | DistributionYr5Rt |
| Total Distribution | 0.308152 | TotalDistributionRt |
| Average Distribution | 0.061630 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,209,410 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,166 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,074 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,149 | SubtotalAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,456 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,456 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $702 | 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 | false | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MIRIAM N FLETCHER | IndividualWithBooksNm |
| Phone | 7174263761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 286 W MARKET ST | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MIRIAM N FLETCHER | ||||||||
| 286 W MARKET STREET | MARIETTA | PA | 17547 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KEITH T BRENNER | ||||||||
| 515 GOLDFINCH DR | COLUMBIA | PA | 17512 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JODY SHAFFNER | ||||||||
| 414 W MARKET ST | MARIETTA | PA | 17547 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE EATER FAMILY FOUNDATION WAS FORMED TO PROMOTE THE PRESERVATION OF HISTORICAL PROPERTIES LOCATED IN MARIETTA, LANCASTER COUNTY, PENNSYLVANIA BY SUPPORTING VARIOUS COMMUNITY PROGRAMS AND PROJECTS WITHIN MARIETTA BOROUGH THROUGH GRANTS PROVIDED TO THE GOVERNING BODY OF MARIETTA BOROUGH AND/OR ONE OR MORE ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER 501(C)(3). | Description1Txt |
| Expenses1 | $130,000 | Expenses1Amt |
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 | $2,103,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,456 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,243,056 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,243,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,209,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,149 | TotalTaxAmt |
| Distributable Before Adj | $108,322 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $108,322 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $108,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $130,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,322 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $66,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $108,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,678 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,926 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $87,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $66,248 | ExcessFromYear1Amt |
| Excess From Current Year | $21,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EATER FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 286 WEST MARKET ST | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7174263761 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MARIETTA RESTORATION ASSOCIATES | |||||
| PO BOX 3 | MARIETTA | PA | 17547 | PRESERVING CULTURAL & ARCHITECTURAL | $10,000 |
| SUSQUEHANNA STAGE CO | |||||
| 264 WEST MARKET ST | MARIETTA | PA | 17547 | REHAB COMMUNITY HOUSE PROPERTY | $30,000 |
| PIONEER FIRE CO 1 | |||||
| 200 N WATERFORD AVE | MARIETTA | PA | 17547 | SUPPORT LOCAL FIRE COMPANY | $50,000 |
| BOROUGH OF MARIETTA | |||||
| 111 EAST MARKET STREET | MARIETTA | PA | 17547 | CULTIVATE ART, HERITAGE IN RIVER COM | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | 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 | $5,182 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $54,480 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,830 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,458 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ALLIANCE BERSTEIN HOLDINGS | $1,526 |
| CVR REFINING, LP | -$1,640 |
| ENBRIDGE ENERGY PARTNERS | -$722 |
| MIDCOAST ENERGY PARTNERS | -$56 |
| ENERGY TRANSFER PARTNERS | -$476 |
| SUNOCO LOGISTICS PARTNERS | -$7 |
| MPLX LP -MARKWEST ENERGY | -$199 |
| MEMORIAL PRODUCTION PARTNER | $3,341 |
| NUSTAR ENERGY, LP | -$207 |
| SUBURBAN PROPANE | -$913 |
| WILLIAMS PARTNERS | $191 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $113,788 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,788 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $3,004 | Amt |
| Net Investment Income | $3,004 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS-CORPORATE BONDS | $56,769 | $56,769 |
| INVESTMENTS - MUNICIPAL BONDS | $10,613 | $10,613 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS-CORPORATE STOCK | $1,792,821 | $1,792,821 |
| INVESTMENTS-PREFERRED CORP STOCK | $34,139 | $34,139 |
| INVESTMENTS-UNIT INVESTMENT TRUSTS | $85,723 | $85,723 |
| INVESTMENTS-MUTUAL FUNDS | $41,409 | $41,409 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS-PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $93,734 | BookValueAmt |
| EOYFMV | $93,734 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $58,550 |
| EXPENSES ON RETURN NOT ON BOOKS | $297 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES-PARTNERSH | $41 | $41 |
| PASS THROUGH DONATIONS | $22 | $22 |
| INVESTMENT EXPENSES-STIFEL | ||
| ACCRUED INTEREST EXPENSE-STIF | $150 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALLIANCE BERNSTEIN HOLDINGS | $200 | $200 | |
| MEMORIAL PRODUCTION PARTNERS | $5,715 | $5,715 | |
| WILLIAMS PARTNERS-K-1 RENT | $9 | $9 | |
| STIFEL, NICOLAUS & CO INC | $906 | $906 | |
| ALLIANCE BERSTEIN HOLDINGS | $1,526 | $1,526 | |
| CVR REFINING, LP | -$1,640 | -$1,640 | |
| ENBRIDGE ENERGY PARTNERS | -$722 | -$722 | |
| MIDCOAST ENERGY PARTNERS | -$56 | -$56 | |
| ENERGY TRANSFER PARTNERS | -$476 | -$476 | |
| SUNOCO LOGISTICS PARTNERS | -$7 | -$7 | |
| MPLX LP -MARKWEST ENERGY | -$199 | -$199 | |
| MEMORIAL PRODUCTION PARTNER | $3,341 | $3,341 | |
| NUSTAR ENERGY, LP | -$207 | -$207 | |
| SUBURBAN PROPANE | -$913 | -$913 | |
| WILLIAMS PARTNERS | $191 | $191 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK INCOME NOT REPORTED ON RETURN | $10,406 |
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $162,809 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $18 | $18 |
| INVESTMENT FEES-STIFEL | $46 | $46 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID-PARTNERSHIPS | $3 | $3 |
| FOREIGN TAX PAID-STIFEL | $824 | $824 |
| EXCISE TAX EXPENSES | $835 | $835 |