THE DIETRICH W BOTSTIBER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DIETRICH W BOTSTIBER FOUNDATION (EIN 23-7807828)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-16
- IRS object ID
- 201831989349100303
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T06:10:26-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wipfli LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 West Baltimore Ave Suite 210 | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237807828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dietrich W Botstiber Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIET | BusinessNameControlTxt |
| Phone | 6105663375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E State Street suite 306-A | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRANCE A KLINE | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 6105663375 | PhoneNum |
| Signature | 2018-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John J Nihill CPA | PreparerPersonNm |
| PTIN | P00844252 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2018-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $36,955,505 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $776,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $776,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,988,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,583,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,988,121 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,653 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $163 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,805,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,765,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $128,403 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,403 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,699 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,349 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,014 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,014 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $159,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,337 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,055 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,055 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $198,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,894 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $195,939 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $625,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $440,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,937,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,135,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,562,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,575,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $243,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,582,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,107,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,020,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,020,134 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,857 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,179 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,857 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,857 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $40,494 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,222 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,222 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,750,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,733,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,733,634 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $27,107,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,201,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,201,591 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,578 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,981 | LandBOYAmt |
| Land EOY | $16,128 | LandEOYAmt |
| Land EOYFMV | $16,128 | LandEOYFMVAmt |
| Other Assets BOY | $1,747,590 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,957,939 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,957,939 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,771,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,955,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,955,505 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,980 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,919 | AccountsPayableEOYAmt |
| Grants Payable BOY | $756,282 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,557,699 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $153,455 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $86,949 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $922,717 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,671,567 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $32,101,350 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,325,999 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,747,590 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,957,939 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,848,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,283,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,771,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,955,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,848,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $243,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,193,240 | OtherIncreasesAmt |
| Subtotal | $35,285,502 | SubtotalAmt |
| Other Decreases | $1,564 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,283,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AT&T INC | 2015-12-03 | 2016-10-04 | $130,316 | $108,281 | $22,035 | $22,035 | |
| COCA-COLA EURO PTNRS | 2016-06-14 | 2016-10-05 | $91,736 | $88,778 | $2,958 | $2,958 | |
| AT&T INC | 2011-11-18 | 2016-10-04 | $1,196 | $857 | $339 | $339 | |
| PERRIGO CO PLC | 2016-06-14 | 2016-11-10 | $234,822 | $254,464 | -$19,642 | -$19,642 | |
| BERKSHIRE HATHAWAY CLASS | 2016-08-12 | 2016-11-18 | $62,277 | $58,246 | $4,031 | $4,031 | |
| JM SMUCKER CO | 2014-12-10 | 2016-10-27 | $148,902 | $115,672 | $33,230 | $33,230 | |
| LAMB WESTON HOLDINGS | 2013-09-20 | 2016-11-10 | $20 | $15 | $5 | $5 | |
| BERKSHIRE HATHAWAY CLASS | 2015-11-17 | 2016-11-18 | $194,714 | $164,689 | $30,025 | $30,025 | |
| EXPRESS SCRIPTS HLDG | 2016-04-07 | 2016-12-12 | $43,885 | $42,594 | $1,291 | $1,291 | |
| EXPRESS SCRIPTS HLDG | 2016-10-04 | 2016-12-12 | $58,273 | $56,634 | $1,639 | $1,639 | |
| GOLDCORP INC | 2016-09-14 | 2017-01-17 | $77,443 | $80,059 | -$2,616 | -$2,616 | |
| MARRIOTT INTL INC | 2016-06-14 | 2017-01-26 | $74,498 | $56,839 | $17,659 | $17,659 | |
| MARRIOTT INTL INC | 2015-12-08 | 2017-01-25 | $145,059 | $118,131 | $26,928 | $26,928 | |
| GOLDCORP INC | 2016-09-14 | 2017-02-13 | $93,658 | $84,127 | $9,531 | $9,531 | |
| STERICYCLE INC | 2016-07-15 | 2017-03-13 | $137,649 | $178,496 | -$40,847 | -$40,847 | |
| PEPSICO INCORPORATED | 2016-08-12 | 2017-03-14 | $147,011 | $146,253 | $758 | $758 | |
| ROGERS COMMUN INC | 2014-03-06 | 2017-03-03 | $110,618 | $104,636 | $5,982 | $5,982 | |
| CONSOLIDATED EDISON | 2014-03-14 | 2017-03-06 | $126,505 | $90,216 | $36,289 | $36,289 | |
| CAMPBELL SOUP CO | 2011-06-30 | 2017-03-07 | $114,544 | $66,304 | $48,240 | $48,240 | |
| PEPSICO INCORPORATED | 2012-04-26 | 2017-03-14 | $90,461 | $54,839 | $35,622 | $35,622 | |
| LAMB WESTON HOLDINGS | 2013-09-20 | 2017-03-15 | $82,885 | $41,503 | $41,382 | $41,382 | |
| CHURCH & DWIGHT CO | 2017-01-31 | 2017-04-04 | $187,455 | $170,717 | $16,738 | $16,738 | |
| VIACOM INC | 2016-04-26 | 2017-04-05 | $130,014 | $123,685 | $6,329 | $6,329 | |
| ERICSSON LM TEL SP | 2017-04-04 | 2017-05-19 | $52,458 | $52,383 | $75 | $75 | |
| ERICSSON LM TEL SP | 2016-04-27 | 2017-05-18 | $161,148 | $203,813 | -$42,665 | -$42,665 | |
| KANSAS CITY SOUTHER | 2017-03-29 | 2017-06-01 | $196,020 | $178,022 | $17,998 | $17,998 | |
| WHOLE FOODS MARKET | 2017-03-20 | 2017-06-05 | $240,654 | $179,932 | $60,722 | $60,722 | |
| CONSOLIDATED EDISON | 2014-03-14 | 2017-06-16 | $129,694 | $83,655 | $46,039 | $46,039 | |
| NIKE INC | 2017-05-31 | 2017-07-18 | $130,916 | $120,041 | $10,875 | $10,875 | |
| RANGE RESOURCES | 2017-06-15 | 2017-07-25 | $113,726 | $120,241 | -$6,515 | -$6,515 | |
| DIGITAL REALTY TRUST | 2014-04-23 | 2017-07-14 | $95,199 | $44,635 | $50,564 | $50,564 | |
| PUBLIC STORAGE:PSA | 2016-11-09 | 2017-08-17 | $50,682 | $55,339 | -$4,657 | -$4,657 | |
| TARGET | 2017-05-17 | 2017-08-21 | $134,002 | $130,814 | $3,188 | $3,188 | |
| PROCTER & GAMBLE | 2009-02-09 | 2017-07-27 | $133,504 | $83,629 | $49,875 | $49,875 | |
| COCA-COLA EURO PTNRS | 2016-06-14 | 2017-08-28 | $45,066 | $39,332 | $5,734 | $5,734 | |
| VANGUARD TOTAL STOCK MKT INST | 2015-01-01 | 2017-01-23 | $300,000 | $161,980 | $138,020 | $138,020 | |
| VANGUARD TOTAL STOCK MKT INST | 2015-01-01 | 2017-08-17 | $58,000 | $48,726 | $9,274 | $9,274 | |
| FIDELITY ADV LVGD CO STK 1 | 2008-05-01 | 2016-11-02 | $783,786 | $595,752 | $188,034 | $188,034 | |
| ISHARES CORE MSCI EAFE ETF | 2015-04-27 | 2016-12-01 | $250,875 | $294,915 | -$44,040 | -$44,040 | |
| ISHARES RUSSELL 1000 ETF | 2010-10-27 | 2017-03-03 | $50,019 | $24,541 | $25,478 | $25,478 | |
| ISHARES RUSSELL 1000 ETF | 2010-10-27 | 2017-04-17 | $206,085 | $110,364 | $95,721 | $95,721 | |
| ISHARES RUSSELL 1000 ETF | 2010-10-27 | 2017-05-25 | $99,961 | $49,261 | $50,700 | $50,700 | |
| ISHARES RUSSELL 1000 ETF | 2011-02-04 | 2017-06-13 | $50,047 | $26,705 | $23,342 | $23,342 | |
| ISHARES RUSSELL 2000 ETF | 2016-12-29 | 2017-07-05 | $187,638 | $154,485 | $33,153 | $33,153 | |
| ISHARES RUSSELL MID-CAP ETF | 2016-12-29 | 2017-07-05 | $181,482 | $157,317 | $24,165 | $24,165 | |
| ISHARES RUSSELL 1000 ETF | 2011-02-04 | 2017-07-03 | $67,980 | $36,284 | $31,696 | $31,696 | |
| ISHARES RUSSELL 2000 ETF | 2014-12-31 | 2017-07-05 | $731,448 | $453,570 | $277,878 | $277,878 | |
| ISHARES RUSSELL MID-CAP ETF | 2014-12-31 | 2017-07-05 | $1,226,638 | $743,799 | $482,839 | $482,839 | |
| PRIVATE SELECTION K-1 | 2016-01-01 | 2016-08-31 | $7,679 | -$7,679 | -$7,679 | P | |
| COMM FUND K-1 | 2016-01-01 | 2016-08-31 | $3,942 | -$3,942 | -$3,942 | P | |
| ENERTGY CORP | 2014-03-17 | 2017-07-20 | $264,753 | $221,747 | $43,006 | $43,006 | |
| CREDIT SUISSE GRP AG | 2017-06-09 | 2017-06-09 | $5,966 | $5,966 | $0 | $0 | |
| Capital Gains Dividends | $151,337 | $151,337 | $151,337 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,988,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,609,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,114,307 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,690,836 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,223,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,482,072 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,478,627 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044269 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,358,182 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,270,395 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044868 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,428,923 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,622,561 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051730 | DistributionYr5Rt |
| Total Distribution | 0.240396 | TotalDistributionRt |
| Average Distribution | 0.048079 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,759,668 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,623,131 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,823 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,648,954 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,575,665 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,645 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,645 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,356 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,356 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $16,289 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOTSTIBER.ORG | WebsiteAddressTxt |
| Individual With Books | TERRANCE KLINE ADMINISTRATOR | IndividualWithBooksNm |
| Phone | 6105663375 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E STATE STREET STE 306-A | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DOROTHY BOYLAN | ||||||||
| C/O 200 E STATE ST STE 306 | MEDIA | PA | 19063 | CO-TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| TERRANCE KLINE | ||||||||
| C/O 200 E STATE ST STE 306 | MEDIA | PA | 19063 | CO-TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| TERRANCE KLINE | ||||||||
| C/O 200 E STATE ST STE 306 | MEDIA | PA | 19063 | ADMINISTRATOR | 20.00 | $57,000 | $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 | $32,762,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,510,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,273,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,273,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,759,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,687,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,687,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,645 | TotalTaxAmt |
| Distributable Before Adj | $1,636,338 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,636,338 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,636,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,575,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,575,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,575,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,636,338 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,536,337 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,575,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,536,337 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,597,010 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|---|
| VALERIE ARAPIS | |||||||||
| 200 E STATE ST STE 306-A PO BOX | 1819 | MEDIA | PA | 19063 | 6105663375 | VARAPIS@BOTSTIBER.ORG | A GRANT PROPOSAL SHALL CONSIST OF A PROPOSAL SUMMARY, NARRATIVE DESCRIPTION AND ALL REQUIRED SUPPORTING INFORMATION | MARCH 31, 2017 | GRANTS WILL NOT EXCEED $30,000 UNLESS A COMPELLING CASE IS MADE FOR A LARGER GRANT |
| VALERIE ARAPIS | |||||||||
| 200 E STATE ST STE 306-A PO BOX | 1819 | MEDIA | PA | 19063 | 6105663375 | VARAPIS@BOTSTIBER.ORG | A GRANT PROPOSAL SHALL CONSIST OF A PROPOSAL SUMMARY, NARRATIVE DESCRIPTION AND ALL REQUIRED SUPPORTING INFORMATION | MARCH 15, 2017 | GRANTS WILL NOT EXCEED $50,000 UNLESS A COMPELLING CASE IS MADE FOR A LARGER GRANT |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILADELPHIA FUTURES | |||||||||||
| 230 SOUTH BROAD ST | PHILADELPHIA | PA | 19102 | N/A | PC | Grant to support the academic enrichment opportunities provided to Sponsor-A-Scholar high school students. | $2,500 | ||||
| PHILADELPHIA FIRE DEPARTMENT HISTORICAL CORPORATION | |||||||||||
| 149 NORTH SECOND ST | PHILADELPHIA | PA | 19106 | N/A | PC | Grant to provide fire prevention and education programming at Fireman's Hall Museum. | $2,500 | ||||
| PAUL LERNER | |||||||||||
| 3502 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | N/A | I | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $4,500 | ||||
| RAYMOND JONAS | |||||||||||
| PO BOX 353560 | SEATTLE | WA | 98195 | N/A | I | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $5,000 | ||||
| MARTIN LUTHER KING JR MEMORIAL SCHOLARSHIP FUND | |||||||||||
| PO BOX 6303 | LANCASTER | PA | 17607 | N/A | PC | Grant to provide a scholarship award to a student selected by the Martin Luther King, Jr Memorial Scholarship Fund | $5,000 | ||||
| WOMENS HUMANE SOCIETY | |||||||||||
| 3839 RICHLIEU ROAD | BENSALEM | PA | 19020 | N/A | PC | Grant to support humane animal education and animal cruelty prevention. | $5,000 | ||||
| CONCERT OPRETTA THEATER | |||||||||||
| 2129 W RITNER STREET | PHILADELPHIA | PA | 19145 | N/A | PC | Grant to support Austrian operetta performances for audiences in Philadelphia. | $5,000 | ||||
| MARTIN NEDBAL | |||||||||||
| 7315 TERRACE STREET | KANSAS CITY | MO | 64114 | N/A | I | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $5,575 | ||||
| JOSHUA PARKER | |||||||||||
| N/A | I | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $5,800 | 1 ERZABT-KLOTZ STRASSE | 5020 SALZBURG | AU | |||||
| HESTER MARGREITER | |||||||||||
| n/A | i | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $6,565 | FRANZ-FISCHER-STRASSE 24 | 6020 INNSBRUCK | AU | |||||
| CHRISTIAN KRAVAGNA | |||||||||||
| n/A | i | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $7,150 | PORZELLAGNGASSE 48/22 | 1090 WIEN | AU | |||||
| COUNCIL ON FOUNDATIONS | |||||||||||
| 2121 CRYSTAL DRIVE STE 700 | ARLINGTON | VA | 22202 | N/A | PC | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $7,300 | ||||
| INSTITUTE ON WORLD WAR 2 AND THE HUMAN EXPERIENCE FLORIDA STATE UNIVERSITY | |||||||||||
| 401 BELLAMY BUILDING 113 COLLEGIATE | TALLAHASSEE | FL | 32306 | N/A | PC | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $7,500 | LOOP | |||
| SCOTT MCDOWELL | |||||||||||
| 238 WEST 11TH STREET APT 1 | NEW YORK | NY | 10014 | N/A | I | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $7,812 | ||||
| RAE DI CICCO | |||||||||||
| 328 ROUP AVE 1 | PITTSBURGH | PA | 15208 | N/A | I | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $9,836 | ||||
| JONATHAN SINGERTON | |||||||||||
| n/A | i | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $9,875 | 1 GREYSTONE CLOSE | MARDY, ABERGAVENN | UK | |||||
| DELAWARE VALLEY SCIENCE FAIRS INC | |||||||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | N/A | PC | Grant to provide a four-year scholarship to a student selected by the Delaware Valley Science Fairs and for general operating support of the science fairs. | $18,000 | ||||
| DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY | |||||||||||
| 14 W SECOND ST | MEDIA | PA | 19063 | N/A | PC | Grant for general operating and programming expenses connected with the Project's mission to prevent domestic violence and provide support to victims of domestic abuse that enables them to become self-sufficient. | $25,000 | ||||
| FIDELITY CHARITABLE GIFT FUND | |||||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | GRANT TO SUPPORT QUALIFIED CHARITABLE ORGANIZATIONS | $25,000 | ||||
| ANDREA ORZOFF | |||||||||||
| 427 BASON DRIVE | LAS CRUCES | NM | 88005 | N/A | I | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $25,000 | ||||
| COLORADO STATE UNIVERSITY OFFICE OF SPONSORED PROGRAMS | |||||||||||
| 2002 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | N/A | PC | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $36,645 | ||||
| UNIVERSITY OF FLORIDA BOARD OF TRUSTEES | |||||||||||
| TIGER HALL PO BOX 113001 | GAINSVILLE | FL | 32611 | N/A | PC | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $49,978 | ||||
| ROSS UNIVERSITY OF VETERINARY MEDICINE | |||||||||||
| n/A | pc | PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA | $50,000 | PO BOX 334 BASSETERRE | st kitts | VI | |||||
| AUSTRIAN-AMERICAN EDUCATIONAL COMMISSION FULBRIGHT COMMISSON | |||||||||||
| N/A | PC | PROMOTE AN UNDERSTANDING OF THE HISTORIC RELATIONSHIP BETWEEN UNITED STATES AND AUSTRIA | $84,000 | QUARTIER21/MQ MUSEUMSPLATZ 1 | 1070 VIENNA | AU | |||||
| HUMANE SOCIETY OF THE UNITED STATES | |||||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PC | In connection with its mission to prevent cruelty to animals and humans, the Foundation in partnership with the Humane Society of the United States (HSUS) has established the Botstiber International Institute for Wildlife Fertility Control. This institute is designed to prevent cruelty to animals through the use and promotion of humane, non-lethal fertility control methods in wildlife population management. | $196,494 | ||||
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||||||
| OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | PC | The Foundation provided funds for tuition, room and board, and expenses for four international students who study at Penn State, University Park in the Botstiber Scholars Program. The Botstiber Scholars Program fosters Dietrich Botstiber's mandate to provide scholarships in science, technology and commerce to talented individuals of good moral character. | $1,329,992 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,937,022 | 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 | $65 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $776,889 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $163 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $40,496 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,988,121 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATIONS FUND K-1 | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $157 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,765,075 | ExclusionAmt |
| Related Or Exempt Function Incm | $40,496 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,805,728 | 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 | 12 | LineNumberTxt |
| Relationship Statement | GRANT TO SUPPORT QUALIFIED CHARITABLE ORGANIZATION | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,014 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,014 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| FILE CABINET | 2008-05-27 | $678 | $678 | 200DB | $0 | $0 | |
| OFFICE CHAIRS | 2008-07-29 | $649 | $649 | 200DB | $0 | $0 | |
| DELL COMPUTER | 2010-03-17 | $665 | $665 | 200DB | $0 | $0 | |
| FURNITURE | 2010-05-26 | $328 | $313 | 200DB | $15 | $0 | 7.000000000000 |
| FURNITURE | 2010-07-08 | $3,449 | $3,449 | SL | $0 | $0 | 7.000000000000 |
| EQUIPMENT | 2012-02-17 | $1,807 | $1,625 | SL | $182 | $0 | 5.000000000000 |
| FURNITURE | 2013-05-01 | $910 | $433 | SL | $130 | $0 | 7.000000000000 |
| EQUIPMENT | 2013-12-18 | $632 | $336 | SL | $126 | $0 | 5.000000000000 |
| SOFTWARE | 2015-01-08 | $1,484 | $495 | SL | $495 | $0 | 3.000000000000 |
| EQUIPMENT | 2015-01-21 | $500 | $158 | SL | $100 | $0 | 5.000000000000 |
| DELL MONITORS | 2014-11-20 | $726 | $145 | SL | $145 | $0 | 5.000000000000 |
| LENOVO COMPUTER | 2014-12-06 | $735 | $147 | SL | $147 | $0 | 5.000000000000 |
| XEROX PRINTER | 2014-12-22 | $1,171 | $234 | SL | $234 | $0 | 5.000000000000 |
| DELL MONITORS | 2015-01-11 | $805 | $161 | SL | $161 | $0 | 5.000000000000 |
| OFFICE CHAIR | 2015-12-04 | $314 | $34 | SL | $45 | $0 | 7.000000000000 |
| DESK | 2015-11-20 | $692 | $74 | SL | $99 | $0 | 7.000000000000 |
| KEYBOARD TRAY | 2016-01-13 | $171 | $16 | SL | $24 | $0 | 7.000000000000 |
| SOFTWARE | 2008-07-25 | $212 | $212 | 200DB | $0 | $0 | 3.000000000000 |
| DELL COMPUTER & PRINTER | 2007-12-29 | $2,250 | $2,250 | 200DB | $0 | $0 | 5.000000000000 |
| EQUIPMENT | 2008-07-19 | $1,042 | $1,042 | 200DB | $0 | $0 | 5.000000000000 |
| 2 DESK & 3 HUTCHES | 2017-04-10 | $1,548 | SL | $92 | $0 | 7.000000000000 | |
| PANEL TOOL KIT PROPOSAL | 2017-04-10 | $1,651 | SL | $98 | $0 | 7.000000000000 | |
| DESK PROPOSAL 70596 | 2017-04-10 | $696 | SL | $41 | $0 | 7.000000000000 | |
| TAOTRONIC TLED DESK LAMPS | 2017-04-20 | $160 | SL | $8 | $0 | 7.000000000000 | |
| UNO MID BACK DESK CHAIR B | 2017-04-26 | $268 | SL | $13 | $0 | 7.000000000000 | |
| UNO MID BACK CHAIR | 2017-07-27 | $700 | SL | $8 | $0 | 7.000000000000 | |
| DESK | 2017-08-09 | $74 | SL | $1 | $0 | 7.000000000000 | |
| THINKPAD X1 CARBON 4TH GE | 2016-09-08 | $1,347 | SL | $269 | $0 | 5.000000000000 | |
| LENOVO THINKCENTRE M900 T | 2017-04-17 | $590 | SL | $39 | $0 | 5.000000000000 | |
| DELL U2415 24IN MONITOR | 2017-04-17 | $498 | SL | $33 | $0 | 5.000000000000 | |
| AT&T TL86109 DECT 6.0 PHO | 2017-04-25 | $123 | SL | $8 | $0 | 5.000000000000 | |
| OASIS WATER COOLER TPL504 | 2017-05-01 | $250 | SL | $17 | $0 | 5.000000000000 | |
| BOSE HEADPHONE | 2017-05-25 | $191 | SL | $16 | $0 | 3.000000000000 | |
| DELL U2415 MONITOR WORKS | 2017-07-24 | $279 | SL | $8 | $0 | 3.000000000000 | |
| THINKCENTTE M910T | 2017-07-24 | $748 | SL | $21 | $0 | 3.000000000000 | |
| XEROX VERSALINK | 2017-08-06 | $773 | SL | $21 | $0 | 3.000000000000 | |
| PANASOMIC LUMIX G VARIOLE | 2017-08-11 | $496 | SL | $8 | $0 | 5.000000000000 | |
| GALAXY TAB A | 2017-08-11 | $212 | SL | $4 | $0 | 5.000000000000 | |
| PANASONIC LUMIX DMC GHAES | 2017-08-09 | $1,996 | SL | $55 | $0 | 3.000000000000 | |
| WD 4TB EXTERNA; USB | 2017-08-24 | $212 | SL | $0 | $0 | 3.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DONOR ADVISED FUND DISCLOSURE | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 5, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION MADE DISTRIUTIONS TO A DONOR ADVISED FUND THAT WERE CONSIDERED QUALIFIED DISTRIBUTIONS. THOSE DISTRIBUTIONS WILL BE USED FOR THE BOTSTIBER SCHOLARS PROGRAM AT PENN STATE UNIVERSITY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $170,899 | $170,899 |
| ALLIANT ENERGY CORP | $298,325 | $298,325 |
| ALPHABET INC | $200,077 | $200,077 |
| AMBEV SA | $114,307 | $114,307 |
| AMERICAN EXPRESS | $0 | $0 |
| AT&T | $157,706 | $157,706 |
| BERKSHIRE HATHAWAY | $0 | $0 |
| CAMPBELL SOUP | $136,752 | $136,752 |
| COCA COLA ENT | $48,590 | $48,590 |
| CONAGRA FOODS INC | $191,514 | $191,514 |
| CONSOLIDATED EDISON INC | $0 | $0 |
| CREDIT SUISSE GRP AG F | $172,605 | $172,605 |
| DIAGEO PLC | $136,964 | $136,964 |
| DOMINION RES INC VA | $267,818 | $267,818 |
| ENTERGY CORP | $0 | $0 |
| ERICSSON LM TEL-SP | $0 | $0 |
| EXPRESS SCRIPTS HLDG | $146,999 | $146,999 |
| FIRSTENERGY CORP | $159,968 | $159,968 |
| FLUOR CORPORATION | $153,508 | $153,508 |
| GENERAL MILLS INC | $195,997 | $195,997 |
| HERSHEY COMPANY | $256,739 | $256,739 |
| JM SMUCKER CO | $254,881 | $254,881 |
| KROGER COMPANY | $112,193 | $112,193 |
| MARRIOTT INTL INC | $0 | $0 |
| MOLSON COORS BREWERY | $209,118 | $209,118 |
| OUTFRONT MEDIA INC | $139,480 | $139,480 |
| PG&E CORP | $347,677 | $347,677 |
| PEPSICO INC | $0 | $0 |
| PERRIGO CO PLC | $135,022 | $135,022 |
| PROCTOR & GAMBLE | $0 | $0 |
| PUBLIC STORAGE | $155,442 | $155,442 |
| RITE AID CORPORATION | $123,420 | $123,420 |
| ROGERS COMMUN INC | $221,201 | $221,201 |
| STERICYLCE | $0 | $0 |
| TARGET CORPORATION | $107,860 | $107,860 |
| TJX COMPANIES INC | $118,572 | $118,572 |
| VIACOM INC | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIGITAL REALTY TRUST | FMV | $0 | $0 |
| VANGUARD CAPITAL OPPORTUNITY ADM | FMV | $307,958 | $307,958 |
| VANGUARD EXPLORER FUND ADMIRAL | FMV | $177,723 | $177,723 |
| VANGUARD INTER-TERM INVEST GR-ADM | FMV | $1,406,992 | $1,406,992 |
| VANGUARD INTERNATIONAL GROWTH ADM | FMV | $392,546 | $392,546 |
| VANGUARD INTERNATIONAL VALUE FUND | FMV | $286,564 | $286,564 |
| VANGUARD PRIMECAP FUND ADMIRAL | FMV | $1,041,381 | $1,041,381 |
| VANGUARD SELECTED VALUE FUND | FMV | $187,027 | $187,027 |
| VANGUARD SHORT-TERM INVEST GR ADM | FMV | $857,809 | $857,809 |
| VANGUARD STRATEGIC EQUITY FUND | FMV | $171,940 | $171,940 |
| VANGUARD TOTAL INTL BOND INDX ADMIRAL | FMV | $908,232 | $908,232 |
| VANGUARD TOTAL INTL STOCK INDC ADMIRAL | FMV | $4,067,311 | $4,067,311 |
| VANGUARD TOTAL BOND MKT INDEX ADM | FMV | $870,752 | $870,752 |
| VANGUARD TOTAL STOCK MKT IDX INST | FMV | $6,997,959 | $6,997,959 |
| VANGUARD WINDSOR FUND | FMV | $778,267 | $778,267 |
| ISHARES CORE MSCI EAFE | FMV | $0 | $0 |
| ISHARES MSCI EAFE | FMV | $433,126 | $433,126 |
| ISHARES RUSSELL 1000 | FMV | $2,542,258 | $2,542,258 |
| ISHARES RUSSELL 2000 | FMV | $0 | $0 |
| ISHARES SP SMALLCAP 600 INDEX | FMV | $902,538 | $902,538 |
| ISHARES RUSSELL MID CAP | FMV | $1,392,849 | $1,392,849 |
| S&P 500 | FMV | $1,002,041 | $1,002,041 |
| SPDR S&P EMERGING | FMV | $147,530 | $147,530 |
| VANGUARD FTSE EMERGING MARKETS | FMV | $633,490 | $633,490 |
| VANGUARD INTL EQUITY INDEX | FMV | $1,074,052 | $1,074,052 |
| VANGUARD REIT ETF | FMV | $220,269 | $220,269 |
| FIDELITY ADV LVGD | FMV | $0 | $0 |
| LOOMIS SAYLES STRATEGIC | FMV | $1,165,563 | $1,165,563 |
| TEMPLETON | FMV | $1,112,056 | $1,112,056 |
| MORGAN STANLEY PRIVATE EQUITY | FMV | $0 | $0 |
| G E O GROUP INC NEW | FMV | $123,358 | $123,358 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FILE CABINET | $678 | $678 | $0 |
| OFFICE CHAIRS | $649 | $649 | $0 |
| DELL COMPUTER | $665 | $665 | $0 |
| FURNITURE | $328 | $328 | $0 |
| FURNITURE | $3,449 | $3,449 | $0 |
| EQUIPMENT | $1,807 | $1,807 | $0 |
| FURNITURE | $910 | $563 | $347 |
| EQUIPMENT | $632 | $462 | $170 |
| SOFTWARE | $1,484 | $990 | $494 |
| EQUIPMENT | $500 | $258 | $242 |
| DELL MONITORS | $726 | $290 | $436 |
| LENOVO COMPUTER | $735 | $294 | $441 |
| XEROX PRINTER | $1,171 | $468 | $703 |
| DELL MONITORS | $805 | $322 | $483 |
| OFFICE CHAIR | $314 | $79 | $235 |
| DESK | $692 | $173 | $519 |
| KEYBOARD TRAY | $171 | $40 | $131 |
| SOFTWARE | $212 | $212 | $0 |
| DELL COMPUTER & PRINTER | $2,250 | $2,250 | $0 |
| EQUIPMENT | $1,042 | $1,042 | $0 |
| 2 DESK & 3 HUTCHES | $1,548 | $92 | $1,456 |
| PANEL TOOL KIT PROPOSAL | $1,651 | $98 | $1,553 |
| DESK PROPOSAL 70596 | $696 | $41 | $655 |
| TAOTRONIC TLED DESK LAMPS | $160 | $8 | $152 |
| UNO MID BACK DESK CHAIR B | $268 | $13 | $255 |
| UNO MID BACK CHAIR | $700 | $8 | $692 |
| DESK | $74 | $1 | $73 |
| THINKPAD X1 CARBON 4TH GE | $1,347 | $269 | $1,078 |
| LENOVO THINKCENTRE M900 T | $590 | $39 | $551 |
| DELL U2415 24IN MONITOR | $498 | $33 | $465 |
| AT&T TL86109 DECT 6.0 PHO | $123 | $8 | $115 |
| OASIS WATER COOLER TPL504 | $250 | $17 | $233 |
| BOSE HEADPHONE | $191 | $16 | $175 |
| DELL U2415 MONITOR WORKS | $279 | $8 | $271 |
| THINKCENTTE M910T | $748 | $21 | $727 |
| XEROX VERSALINK | $773 | $21 | $752 |
| PANASOMIC LUMIX G VARIOLE | $496 | $8 | $488 |
| GALAXY TAB A | $212 | $4 | $208 |
| PANASONIC LUMIX DMC GHAES | $1,996 | $55 | $1,941 |
| WD 4TB EXTERNA; USB | $212 | $0 | $212 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,699 | LegalFeesAmt |
| Net Investment Income | $5,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,349 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN CRAT | Desc |
| BOY Book Value | $1,747,590 | BOYBookValueAmt |
| EOY Book Value | $1,957,939 | EOYBookValueAmt |
| EOYFMV | $1,957,939 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX 1042 PENALTY | Desc |
| Amt | $1,564 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $250 | $0 | $250 |
| BOARD MEETING EXPENSE | $162 | $0 | $162 |
| COMPUTER | $15,688 | $0 | $15,688 |
| FOREIGN TAX PAID | $2,557 | $2,557 | $0 |
| DUES & SUBSCRIPTIONS | $2,295 | $0 | $2,295 |
| INSURANCE | $2,531 | $0 | $2,531 |
| INSURANCE-WORKERS COMPENSATION | $670 | $0 | $670 |
| MEETINGS | $1,720 | $0 | $1,720 |
| MISC | $1,779 | $0 | $1,779 |
| OFFICE SUPPLIES | $3,536 | $0 | $3,536 |
| PAYROLL SERVICES | $3,371 | $337 | $3,034 |
| POSTAGE | $546 | $0 | $546 |
| PROGRAM EXPENSES | $136,235 | $0 | $136,235 |
| TELEPHONE | $1,490 | $0 | $1,490 |
| FOREIGN TAX WH-GRANT RECIPIENTS | $26,003 | $0 | $26,003 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| other investment | $163 | $163 | $163 |
| FEDERAL EXCISE TAX BENEFIT | $40,496 | $0 | $0 |
| COMMUNICATIONS FUND K-1 | -$6 | $0 | -$6 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN NET PRESENT VALUE OF FUTURE BENEFIT INT IN TRUST | $210,349 |
| UNREALIZED GAIN ON INVESTMENTS | $982,891 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $153,455 | BOYBookValueAmt |
| EOY Book Value | $86,949 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $159,043 | Amt |
| Net Investment Income | $159,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |