JOHN A AND MARGARET POST FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A AND MARGARET POST FOUNDATION INC (EIN 22-3401833)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-10
- IRS object ID
- 202542839349100119
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-10T11:39:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223401833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A AND MARGARET POST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8557392921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 JACOBY RUN ROAD | AddressLine1Txt |
| City | MT BETHEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18343 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A POST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8557392921 | PhoneNum |
| Signature | 2025-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY M QUATSOE | PreparerPersonNm |
| PTIN | P01300865 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2025-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,103,381 | 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 | $6,318,704 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $909,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $695,947 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,296,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,666,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,770,904 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,540,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,680,556 | 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 | $7,613 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,806 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,807 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $178,328 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,672 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,147 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,493,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,493,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,691,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,497,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,848,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,486,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $723,188 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,210,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,210,196 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,517,015 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,540,075 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,313,264 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,512,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,778,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,420,572 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,798,120 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,347,473 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,126,206 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,444,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,346,181 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,033,143 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,994,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,222,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,103,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $35,994,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,222,490 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,994,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,222,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,994,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,222,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,994,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,848,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,843,546 | SubtotalAmt |
| Other Decreases | $6,621,056 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,222,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,294,456 | $2,895,656 | $1,398,800 | $1,398,800 | |
| CAPITAL GAINS DIVIDENDS | $372,104 | $372,104 | $372,104 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,770,904 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,679 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $42,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,679 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,111 | OverpaymentAmt |
| Applied To ES Tax | $18,111 | 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 | 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 | NJ | 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 | WELLS FARGO BANK NA | IndividualWithBooksNm |
| Phone | 8557392921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL6 D4001-065 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271013818 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN A POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| MARGARET POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| HEATHER VILLONE | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE, SECRETARY & TREASURER | 4.00 | $0 | $0 | $0 |
| JOHN POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| RICH VILLONE | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271013818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $178,328 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $57,342,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $994,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,337,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,337,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $875,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,462,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,873,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,873,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,568 | TotalTaxAmt |
| Distributable Before Adj | $2,838,550 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,838,550 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,838,550 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,497,367 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,497,367 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,838,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,426 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,497,367 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,426 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,267,941 | 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 | $570,609 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN A POST | ContributingManagerNm |
| Contributing Manager | MARGARET POST | ContributingManagerNm |
| Contributing Manager | HEATHER VILLONE | ContributingManagerNm |
| Contributing Manager | JOHN POST | ContributingManagerNm |
| Contributing Manager | RICH VILLONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLENTOWN ART MUSEUM | |||||||
| 31 N 5TH ST | ALLENTOWN | PA | 18101 | PC | ALLENTOWN ART MUSEUM--KRESS GALLERY LIGHTING | $35,000 | |
| ALTERNATIVES INC | |||||||
| 600 1ST AVE | RARITAN | NJ | 08869 | PC | GROUP HOME 10 DECK | $11,150 | |
| AMERICAN RED CROSS | |||||||
| 431 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | PC | AMERICAN RED CROSS DISASTER SERVICES | $25,000 | |
| ANIMAL RESCUE LEAGUE OF BERKS COUNTY INC | |||||||
| 58 KENNEL ROAD | BIRDSBORO | PA | 19508 | PC | REPLACE AGING COMPUTERS | $8,500 | |
| ARTSQUEST | |||||||
| 25 W THIRD STREET SUITE 300 | BETHLEHEM | PA | 18015 | PC | ARTSQUESTS FREE EDUCATION & OUTREACH PROGRAMS | $5,000 | |
| BANGOR PUBLIC LIBRARY | |||||||
| 39 S MAIN STREET | BANGOR | PA | 18013 | GOV | MICROFILM MACHINE REPLACEMENT/UPGRADE | $9,700 | |
| BIRTH HAVEN INC | |||||||
| 4 ACADEMY STREET | NEWTON | NJ | 07860 | PC | 2024 NEW JERSEY DONATION | $5,000 | |
| BLOOM FOR WOMEN | |||||||
| 1425 MOUNTAIN DRIVE NORTH | BETHLEHEM | PA | 18015 | PC | JASMINE HOUSE RESIDENTIAL PROGRAM | $10,000 | |
| BONNIE BRAE | |||||||
| 3415 VALLEY ROAD PO BOX 825 | LIBERTY CORNER | NJ | 079380825 | PC | HVAC - MAIN GYM | $20,000 | |
| CALDWELL UNIVERSITY | |||||||
| 120 BLOOMFIELD AVE | CALDWELL | NJ | 070065310 | PC | CALDWELL UNIVERSITY NURSING SCHOLARSHIPS | $10,000 | |
| CAMP JAMISON CORPORATION | |||||||
| 9251 WOODENBRIDGE RD | PHILADELPHIA | PA | 191143512 | PC | CAMP JAMISON 2024 | $5,000 | |
| CAMP NEJEDA FOUNDATION INC | |||||||
| PO BOX 156 | STILLWATER | NJ | 07875 | PC | CAPITAL EXPANSION TO MEET A GROWING NEED FOR CAMP NEJEDA'S PROGRAMS | $50,000 | |
| CENTENARY UNIVERSITY | |||||||
| 400 JEFFERSON STREET | HACKETTSTOWN | NJ | 07840 | PC | STUDENT EMERGENCY FUND | $165,000 | |
| CHILDREN'S SPECIALIZED HOSPITAL FOUNDATION INC | |||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | PC | CSH BENEFIT FUND | $10,000 | |
| COMMUNITY BIKE WORKS | |||||||
| 235 NORTH MADISON ST | ALLENTOWN | PA | 18102 | PC | EARN A BIKE PROGRAM | $10,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY INC | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | PC | 2024 NEW JERSEY DONATION | $10,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | PC | MORRISTOWN FESTIVAL OF BOOKS - KIDFEST | $2,500 | |
| COMMUNITY HOPE INC | |||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | PC | HOPE FOR VETERANS REFURBISHMENT PROJECT | $15,000 | |
| COMMUNITY SERVICES FOR CHILDREN INC | |||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | PC | THERAPEUTIC PRESCHOOL CLASSROOM | $10,000 | |
| CRISIS PREGNANCY CENTER OF THE LEHIGH VALLEY | |||||||
| PO BOX 20809 | LEHIGH VALLEY | PA | 180020809 | PC | PREGNANCY CENTER EQUIPMENT, SUPPLIES, AND CONTRACTED SERVICES | $7,000 | |
| DANNY'S RIDE | |||||||
| 3246 BEAUFORT DR | BETHLEHEM | PA | 18017 | PC | PROVIDING RIDES TO VOLUNTEERS OF AMERICA AND PYRAMID HEALTHCARE | $5,000 | |
| EASTER SEALS EASTERN PENNSYLVANIA | |||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | PC | 2024 PENNSYLVANIA DONATION | $5,000 | |
| EQUI-LIBRIUM INC | |||||||
| 524 FEHR RD | NAZARETH | PA | 18064 | PC | EQUINE-ASSISTED SERVICES | $5,000 | |
| EVAS VILLAGE INC | |||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | PC | 2024 NEW JERSEY DONATION | $5,000 | |
| FAMILIES FIRST INC | |||||||
| 1620 TEELS ROAD | PEN ARGYL | PA | 18072 | PC | FAMILIES-IN-NEED | $10,000 | |
| FAMILY PROMISE OF SUSSEX COUNTY INC | |||||||
| 19 CHURCH ST | NEWTON | NJ | 07860 | PC | 2024 NEW JERSEY DONATION | $15,000 | |
| FAMILY PROMISE OF THE POCONOS INC | |||||||
| PO BOX 1021 | STROUDSBURG | PA | 18360 | PC | PROJECT HANDICAPPED ACCESS | $20,000 | |
| FATHER JOHNS ANIMAL HOUSE | |||||||
| 50 FATHER JOHNS LN | LAFAYETTE | NJ | 07848 | PC | 2024 NEW JERSEY DONATION | $100,000 | |
| FLINT HILL FARM EDUCATIONAL CENTER INC | |||||||
| 1922 FLINT HILL RD | COOPERSBURG | PA | 18036 | PC | RENOVATIONS AND EXPANSION PROJECTS | $10,000 | |
| FOODSHED ALLIANCE | |||||||
| 326 HIGH STREET | HOPE | NJ | 07844 | PC | GLEANING NUTRIENT-DENSE FARM SURPLUS FIGHTS HUNGER | $10,000 | |
| FOUNDATION FOR HACKETTSTOWN MEDICAL CENTER | |||||||
| 651 WILLOW GROVE STREET | HACKETTSTOWN | NJ | 07840 | PC | HACKETTSTOWN MEDICAL CENTER BEHAVIORAL HEALTH PROGRAMS | $50,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | PC | ZEISS ROBOTIC MICROSCOPE FOR ADVANCED NEUROSURGERY | $40,000 | |
| FREE CLINIC SUSSEX COUNTY A NJ NONPROFIT CORPORATION | |||||||
| 67 HIGH STREET | NEWTON | NJ | 07860 | PC | FOUNDATION GRANT FOR BUILDING OCCUPANCY | $16,200 | |
| FREEDOM HOUSE NJ | |||||||
| 2004 STATE ROUTE 31 SUITE 9 | CLINTON | NJ | 08809 | PC | THE FAMILY AFTERWARD - MORRISTOWN | $10,000 | |
| FREEWORLD | |||||||
| 3571 FAR WEST BLVD 3693 | AUSTIN | TX | 787313064 | PC | TRUCKING JOBS FOR RETURNING CITIZENS IN NEW JERSEY | $15,000 | |
| FRIENDS OF THE LEVITT PAVILION AT STEELSTACKS | |||||||
| 25 W THIRD ST 300 | BETHLEHEM | PA | 180150000 | PC | LEVITT PAVILION AT STEELSTACKS 2024 SEASON | $5,000 | |
| GEORGIAN COURT UNIVERSITY | |||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | PC | LIFEPAK 20 DEFIBRILLATOR WITH INTERACTIVE ECG SIMULATOR | $5,300 | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA INC | |||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | PC | COMMUNITY TROOPS & SERIES - LEHIGH VALLEY | $5,000 | |
| GIRL SCOUTS OF NORTHERN NEW JERSEY | |||||||
| 95 NEWARK POMPTON TURNPIKE | RIVERDALE | NJ | 07457 | PC | PROGRAMS ON THE GO | $6,000 | |
| GREAT SWAMP WATERSHED ASSOCIATION | |||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GREATER EASTON DEVELOPMENT PARTNERSHIP | |||||||
| 325 NORTHAMPTON ST | EASTON | PA | 18042 | PC | EASTON HIGHLINE TRAIL | $125,000 | |
| GREATER LIFE INC | |||||||
| PO BOX 8447 | NEWARK | NJ | 07108 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GREATER NEWARK HOLIDAY FUND INC | |||||||
| PO BOX 59 | NEWARK | NJ | 07101 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 1524 WEST LINDEN STREET - STE 209 | ALLENTOWN | PA | 18102 | PC | NAZARETH RENOVATION PROJECTION AND SLATE BELT BRANCH CAPITAL EXPANSION | $125,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | PC | HOME BUILD PROGRAM IN WARREN COUNTY | $20,000 | |
| HARVEST HOUSE COMMUNITY LUNCH PROGRAM INC | |||||||
| 520 E 4TH STREET | BETHLEHEM | PA | 18015 | PC | HARVEST HOUSE: THE NEXT 25 YEARS (FOR FOOD PROGRAM) | $10,000 | |
| HCSC BLOOD CENTER | |||||||
| 1465 VALLEY CENTER PARKWAY | BETHLEHEM | PA | 18017 | PC | MKBC PLASMA BLAST FREEZER | $20,000 | |
| HISPANIC CENTER LEHIGH VALLEY | |||||||
| 502 E 4TH STREET | BETHLEHEM | PA | 18015 | PC | FOOD PANTRY | $10,000 | |
| HOLY FAMILY SENIOR LIVING | |||||||
| 1200 SPRING ST | BETHLEHEM | PA | 18018 | PC | REPLACE HEATING AND COOLING UNITS IN LTC RESIDENT ROOMS | $25,000 | |
| INTERFAITH FOOD PANTRY INC | |||||||
| 702 N 22ND ST | ALLENTOWN | PA | 181043904 | PC | HEALTHY FOOD FOR EXPANDED MARKETPLACE AND MOBILE NETWORK | $10,000 | |
| ITN LEHIGH VALLEY | |||||||
| 35 E ELIZABETH AVE STE 20A | BETHLEHEM | PA | 18018 | PC | VITAL RIDES PROGRAM | $10,000 | |
| JEWISH COMMUNITY CENTER OF ALLENTOWN PENNSYLVANIA | |||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 072081325 | PC | EARLY CHILDHOOD EDUCATION CLASSROOM RENOVATIONS | $15,000 | |
| JEWISH FAMILY SERVICE & CHILDRENS CENTER OF CLIFTON-PASSAIC INC | |||||||
| 94 SANCTUARY ROAD | LAKE ARIEL | PA | 184366149 | PC | WORKFORCE TRAINING FOR PEOPLE WITH SPECIAL NEEDS | $10,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | |||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | PC | COMMERCIAL SHELVING FOR FOOD PANTRY | $5,000 | |
| LACAWAC SANCTUARY FOUNDATION INC | |||||||
| 94 SACTUARY RD | LAKE ARIEL | PA | 18436 | PC | INCREASING EDUCATIONAL HOUSING NEEDS: CONSTRUCTING ADDITIONAL RESIDENTIAL UNITS | $15,000 | |
| LACKAWANNA COLLEGE | |||||||
| 5150 GAME PRESERVE ROAD | SCHNECKSVILLE | PA | 180780519 | PC | NEW SONOGRAPHY MACHINE | $35,000 | |
| LEHIGH VALLEY COMMUNITY BROADCASTERS ASSOCIATION | |||||||
| 301 BROADWAY | BETHLEHEM | PA | 18015 | PC | OPERATING EQUIPMENT UPDATE | $5,500 | |
| LEHIGH VALLEY HOSPITAL | |||||||
| 1247 S CEDAR CREST BLVD SUITE 200 | ALLENTOWN | PA | 181036298 | PC | ENT SPECIALTY SUITE | $125,000 | |
| MAKE-A-WISH NEW JERSEY (MAWNJ) | |||||||
| 304 SOUTH LIVINGSTON AVENUE | LIVINGSTON | NJ | 07039 | PC | ADOPT A WISH PROGRAM | $10,000 | |
| MANNA HOUSE INCORPORATED | |||||||
| 1820 TREELINE DRIVE | EASTON | PA | 18040 | PC | 2024 NEW JERSEY DONATION | $2,000 | |
| METROPOLITAN YMCA OF THE ORANGES INC | |||||||
| P O BOX 138 | MORRISTOWN | NJ | 07963 | PC | FINANCIAL AID SUPPORT FOR LMI INDIVIDUALS IN SUSSEX COUNTY, NJ | $15,000 | |
| MOMS OFFERING MOMS SUPPORT | |||||||
| 4805 HENRY STREET | EASTON | PA | 18045 | PC | SAFE SLEEP AND FULL BELLIES FOR INFANTS PROGRAM | $5,000 | |
| MORRIS COUNTY CH NO J81 OF SEBSQSA INC | |||||||
| 70 S ORANGE AVENUE SUITE 120 | LIVINGSTON | NJ | 070394917 | PC | NEW RISERS | $15,000 | |
| MOUNT BETHEL VOL FIRE COMPANY INC | |||||||
| 2341 NORTH DELAWARE DRIVE BOX 208 | MOUNT BETHEL | PA | 18343 | NC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN ESSEX COUNTY SECTION | |||||||
| 60 PARK PL SUITE 900 | NEWARK | NJ | 07102 | PC | 2025 BACK 2 SCHOOL STORE | $5,000 | |
| NATIONAL MUSEUM OF INDUSTRIAL HISTORY | |||||||
| 301 LAKE MINSI DRIVE | BANGOR | PA | 180135957 | PC | AIR HANDLING UNIT FOR SECOND FLOOR RENOVATIONS | $41,600 | |
| NATURE CONSERVANCY | |||||||
| 200 POTTERSVILLE ROAD | CHESTER | NJ | 07930 | PC | RESTORATION OF PAULINS KILL WATERSHED PROJECT | $100,000 | |
| NEW JERSEY SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE SUITE 900 | NEWARK | NJ | 07102 | PC | CAPITAL IMPROVEMENTS | $8,000 | |
| NEWTON MEDICAL CENTER FOUNDATION | |||||||
| 175 HIGH STREET | NEWTON | NJ | 07860 | PC | YOUR CARE, OUR FUTURE CAMPAIGN | $75,000 | |
| NORTH BANGOR FIRE CO | |||||||
| 301 LAKE MINSI DR | BANGOR | PA | 180135957 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NORTH WARREN REGIONAL ROBOTICS | |||||||
| 100 NOBLE BLVD SUITE 10 | CARLISLE | PA | 17013 | PC | NORTH WARREN ROBOTICS | $8,000 | |
| NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | PC | DENTAL LAB EXPANSION | $30,000 | |
| NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC | |||||||
| PO BOX 175 | PORTLAND | PA | 183510175 | PC | SBCCC/APARTMENTS BUILDING COMMUNITY IMPROVEMENT | $20,000 | |
| NYC PLOVER PROJECT | |||||||
| 111 MARKET ST | PORTLAND | PA | 18351 | PC | SHOREBIRDS ENVIRONMENTAL EDUCATION INITIATIVE | $20,000 | |
| PAPER MILL PLAYHOUSE | |||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | PC | PAPER MILL PLAYHOUSE BUILDING UPGRADE | $25,000 | |
| PENNSYLVANIA'S STATE SYSTEM OF HIGHER EDUCATION FOUNDATION | |||||||
| 320 FERRY STREET | EASTON | PA | 18042 | PC | SUPPORTING STUDENT SUCCESS SCHOLARSHIP | $10,000 | |
| PETERS VALLEY CRAFT CENTER INC | |||||||
| 19 KUHN RD | LAYTON | NJ | 07851 | PC | PORTABLE DUAL FUEL GENERATORS FOR THE PETERS VALLEY CAMPUS | $7,500 | |
| PORTLAND HOOK & LADDER CO 1 | |||||||
| PO BOX 175 | PORTLAND | PA | 183510175 | PC | 2023 PENNSYLVANIA DONATION | $5,000 | |
| PORTLAND UPPER MOUNT BETHEL FOOD PANTRY | |||||||
| 901 SWARTSWOOD RD | NEWTON | NJ | 078604269 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PRINCETON-BLAIRSTOWN CENTER INC | |||||||
| 13 ROSZEL ROAD - SUITE 109B | PRINCETON | NJ | 08540 | PC | HUNT ENVIRONMENTAL EDUCATION CENTER RENOVATIONS | $10,000 | |
| PROJECT OF EASTON INC | |||||||
| 320 FERRY ST | EASTON | PA | 18042 | PC | FOOD PANTRY | $10,000 | |
| PROJECT SELF-SUFFICIENCY OF SUSSEX COUNTY INC | |||||||
| 127 MILL STREET | NEWTON | NJ | 07860 | PC | BUILDING STRONGER FUTURES CAMPAIGN | $75,000 | |
| RECOVERY REVOLUTION INC | |||||||
| 109 BROADWAY | BANGOR | PA | 18013 | PC | SCHOOL-BASED ADDICTION TREATMENT | $10,000 | |
| SAINT ELIZABETH UNIVERSITY | |||||||
| PO BOX 389 | WASHINGTON | NJ | 078820389 | PC | STUDENT ACCESS & SUCCESS IN STEM | $10,000 | |
| SAMARITAN INN INC | |||||||
| 901 SWARTSWOOD RD | NEWTON | NJ | 078604269 | PC | FAMILY SHELTER PROGRAM | $20,000 | |
| SOUTH STREET THEATER CO INC | |||||||
| 100 SOUTH ST | MORRISTOWN | NJ | 07960 | PC | BUILD OUR FUTURE: THE CAMPAIGN FOR MPAC | $200,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA INC | |||||||
| 2570 BLVD OF THE GENERALS - STE 124 | NORRISTOWN | PA | 194033675 | PC | 2024 FALL FESTIVAL | $10,000 | |
| ST VINCENT ACADEMY | |||||||
| 59 MILL STREET | PATERSON | NJ | 07501 | PC | BOLD VISION PROJECT | $60,000 | |
| SUSSEX COUNTY COMMUNITY COLLEGE | |||||||
| 1 COLLEGE HILL RD | NEWTOWN | NJ | 07860 | PC | ANALYTICAL EQUIPMENT FOR SUSSEX COUNTY COMMUNITY COLLEGE NATURAL SCIENCE PROGRAM | $25,000 | |
| THE ARC OF WARREN COUNTY | |||||||
| 319 W WASHINGTON AVE 2 | WASHINGTON | NJ | 07882 | PC | POWER GENERATORS FOR GROUP HOMES | $22,500 | |
| THE CENTER FOR PREVENTION AND AID COUNSELING INC | |||||||
| 61 SPRING ST | NEWTON | NJ | 07860 | PC | COMPUTER AND NETWORK UPGRADE | $19,300 | |
| THE CLAY STUDIO | |||||||
| 3 VREELAND ROAD | FLORHAM PARK | NJ | 07932 | PC | CLAYMOBILE - COMMUNITY ENGAGEMENT PROGRAMMING | $10,000 | |
| THE LEHIGH CONFERENCE OF CHURCHES | |||||||
| 457 W ALLEN STREET | ALLENTOWN | PA | 18102 | PC | HOUSING SERVICES AND SUPPORT | $5,000 | |
| THE OASIS HAVEN FOR WOMEN & CHILDREN INC | |||||||
| 294 DECKER POND RD | ANDOVER | NJ | 078212112 | PC | EMPOWERING LOW-INCOME MINORITY WOMEN AND CHILDREN THROUGH THE OASIS MEALS PROGRAM | $10,000 | |
| THE SALVATION ARMY | |||||||
| 4 GARY RD | UNION | NJ | 07083 | PC | GENERAL OPERATING SUPPORT | $32,810 | |
| THE SHAKESPEARE THEATRE OF NEW JERSEY INC | |||||||
| 1110 AMERICAN PARKWAY NE SUITE | ALLENTOWN | PA | 18109 | PC | STNJ PARKING LOT PAVING PROJECT | $15,000 | F-120 |
| THE WEEKEND BAG PROGRAM INC | |||||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | PC | THE WEEKEND BAG PROGRAM (FOR FOOD BAGS) | $20,000 | |
| TRI-COUNTY SCHOLARSHIP FUND | |||||||
| 14 WEST MAIN STREET | MENDHAM | NJ | 070555114 | PC | SCHOLARSHIP SUPPORT FOR K-12 STUDENTS | $10,000 | |
| TRINITAS FOUNDATION | |||||||
| C/O CORP FINANCE 2 CRESCENT PLACE | OCEANPORT | NJ | 07757 | PC | ELEVATING BREAST SURGERY QUALITY AND ACCESS | $25,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | |||||||
| 1110 AMERICAN PARKWAY NE SUITE 120 | ALLENTOWN | PA | 18109 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| VIA OF THE LEHIGH VALLEY INC | |||||||
| 336 W SPRUCE ST | BETHLEHEM | PA | 18018 | PC | COMMUNITY EMPLOYMENT SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $5,000 | |
| WILDLANDS CONSERVANCY INC | |||||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | PC | RESTORATION OF NORTHAMPTON COUNTY PARKS | $15,000 | |
| WOMENS RESOURCES OF MONROE COUNTY INC | |||||||
| PO BOX 645 | DELAWARE WATER GAP | PA | 18327 | PC | SAFE SHELTER FROM ABUSE | $15,000 | |
| YOUR GRANDMOTHER'S CUPBOARD | |||||||
| 173A ROUTE 37 WEST | TOMS RIVER | NJ | 08755 | PC | FOOD PROGRAM | $5,000 | |
| ZOOLOGICAL SOCIETY OF NEW JERSEY INC | |||||||
| 560 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | PC | BARRY H. OSTROWSKY ANIMAL WELLNESS CENTER | $50,000 | |
| ZUFALL HEALTH CENTER INC | |||||||
| 18 WEST BLACKWELL STREET | DOVER | NJ | 07801 | PC | NEEDED IT UPGRADES + SOCIAL MEDIA PACKAGE IN ZUFALL-NEWTON | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,493,560 | 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 | $15,282 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $909,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,296,740 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,221,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,221,704 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $5,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT BETHEL VOL FIRE COMPANY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GRANT | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Person | JOHN AND MARGARET POST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 JACBOY RUN ROAD | AddressLine1Txt |
| City | MT BETHEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,318,704 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCKS | NoncashPropertyDesc |
| Fair Market Value | $6,318,704 | FairMarketValueAmt |
| Received | 2024-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,613 | Amt |
| Net Investment Income | $3,806 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,807 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT BETHEL VOL FIRE COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2341 NORTH DELAWARE DRIVE BOX 208 | AddressLine1Txt |
| City | MOUNT BETHEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-05-20 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORTLESSENING THE BURDENS OF GOVERNMENT | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 10/1/2025 | DatesOfReportsByGranteeTxt |
| Results Of Verification | GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DUKE ENERGY CORP | $69,565 | $71,447 |
| BANK OF AMERICA CORP | $129,096 | $120,470 |
| PNC FINANCIAL SERVICES | $69,260 | $62,163 |
| INTEL CORP | $72,110 | $68,268 |
| ABBVIE INC | $133,969 | $119,503 |
| O'REILLY AUTOMOTIVE INC | $144,303 | $144,906 |
| DOLLAR GENERAL CORP | $75,192 | $73,649 |
| DIGITAL REALTY TRUST LP | $130,915 | $121,510 |
| ANTHEM INC | $128,974 | $121,604 |
| CVS HEALTH CORP | $138,036 | $126,854 |
| UNION PACIFIC CORP | $147,411 | $129,495 |
| WALT DISNEY COMPANY/THE | $146,749 | $133,385 |
| MORGAN STANLEY | $155,458 | $137,448 |
| BRISTOL-MYERS SQUIBB CO | $125,564 | $113,830 |
| COMCAST CORP | $177,690 | $146,285 |
| AMAZON.COM INC | $149,216 | $148,099 |
| BLACKROCK INC | $72,794 | $73,440 |
| JPMORGAN CHASE & CO | $174,493 | $165,631 |
| WESTPAC BANKING CORP | $165,091 | $154,034 |
| KINDER MORGAN INC | $116,195 | $113,246 |
| EQUINIX INC | $119,628 | $112,591 |
| VIRGINIA ELEC & POWER CO | $115,062 | $111,847 |
| APPLE INC | $108,878 | $107,329 |
| CAPITAL ONE FINANCIAL CO | $106,602 | $97,633 |
| AT&T INC | $98,324 | $96,848 |
| FEDEX CORP | $98,725 | $85,315 |
| GOLDMAN SACHS GROUP INC | $178,173 | $169,376 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. | $185,260 | $656,349 |
| MICROSOFT CORP | $364,901 | $591,365 |
| ISHARES RUSSELL 1000 VALUE | $315,294 | $583,160 |
| VANGUARD MIDCAP VIPER | $303,790 | $581,086 |
| SPDR S & P 500 ETF TRUST | $226,600 | $533,333 |
| COHEN & STEERS PREFERRED SECURITIES AND INCOME | $494,047 | $434,269 |
| AMAZON.COM INC | $194,438 | $420,132 |
| ALPHABET INC CL C | $322,314 | $412,303 |
| ISHARES RUSSELL 2000 GROWTH | $332,230 | $374,166 |
| BROADCOM INC | $132,155 | $317,389 |
| EXXON MOBIL CORPORATION | $104,791 | $296,786 |
| ELI LILLY & CO COM | $12,155 | $270,200 |
| AMEX CONSUMER DISCR SPDR | $104,678 | $269,220 |
| JPMORGAN CHASE & CO | $60,671 | $239,710 |
| ISHARES S&P 500 GROWTH | $265,965 | $721,878 |
| ISHARES CURRENCY HEDGED MSCI EAFE | $537,246 | $729,750 |
| SPDR BLOOMBERG CONVERTIBLE SECURITIES | $504,216 | $732,166 |
| FINANCIAL SELECT SECTOR SPDR FUND | $191,166 | $737,951 |
| ISHARES RUSSELL MID-CAP | $1,777,779 | $4,773,600 |
| ISHARES RUSSELL 2000 | $2,231,710 | $3,413,832 |
| ISHARES CORE S & P 500 | $1,472,015 | $2,916,909 |
| AMEX TECHNOLOGY SELECT SPDR | $436,910 | $2,508,891 |
| ISHARES MSCI EAFE | $1,985,410 | $2,355,554 |
| APPLE INC | $566,802 | $2,219,222 |
| ISHARES RUSSELL MID-CAP GROWTH | $568,716 | $1,884,773 |
| HARBOR CAPITAL APPRECIATION FUND | $634,094 | $1,851,210 |
| ISHARES RUSSELL 1000 GROWTH | $1,004,059 | $1,789,039 |
| T. ROWE PRICE BLUE CHIP GROWTH FUND | $402,533 | $1,716,247 |
| ISHARES MSCI EMERGING MARKETS | $1,306,751 | $1,547,340 |
| ISHARES CORE S&P MID-CAP | $710,020 | $1,370,820 |
| NVIDIA CORP | $121,636 | $1,356,329 |
| ISHARES MSCI EAFE GROWTH | $593,778 | $895,678 |
| ISHARES CORE S&P SMALL-CAP | $539,810 | $818,062 |
| ISHARES MBS | $148,786 | $151,272 |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY | $2,309,830 | $4,974,739 |
| ISHARES RUSSELL 1000 | $2,501,077 | $8,037,892 |
| MCDONALDS CORP | $43,978 | $43,484 |
| MONDELEZ INTERNATIONAL INC | $68,077 | $55,549 |
| HOME DEPOT INC | $48,325 | $54,459 |
| JOHNSON & JOHNSON | $19,243 | $50,472 |
| TOTALENERGIES SE | $61,088 | $50,413 |
| STARBUCKS CORP COM | $46,827 | $45,625 |
| ABBVIE INC | $48,246 | $44,425 |
| HILTON WORLDWIDE HOLDINGS INC | $59,444 | $72,665 |
| ADVANCED MICRO DEVICES INC | $41,837 | $36,237 |
| PALANTIR TECHNOLOGIES INC | $26,122 | $113,445 |
| BLACKROCK FUNDING INC/DE | $24,161 | $35,879 |
| SUNCOR ENERGY INC NEW F | $33,203 | $35,680 |
| CITIGROUP INC. | $30,377 | $35,195 |
| UNION PACIFIC CORP | $37,865 | $34,206 |
| WASTE MANAGEMENT INC | $23,494 | $30,269 |
| UNILEVER PLC - ADR | $32,857 | $28,350 |
| UNITEDHEALTH GROUP INC | $23,990 | $25,293 |
| CELANESE CORP | $23,126 | $12,804 |
| ANALOG DEVICES INC | $78,309 | $75,423 |
| EATON CORP PLC | $44,363 | $58,077 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,540,075 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,313,264 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRINCIPAL GLOBAL MULTI-STRATEGY FUND | AT COST | $235,000 | $241,340 |
| SPDR GOLD | AT COST | $404,127 | $794,186 |
| SPDR DOW JONES REIT | AT COST | $113,089 | $311,409 |
| BOSTON PARTNERS LONG/SHORT RESEARCH FUND | AT COST | $132,302 | $121,672 |
| PRINCIPAL REAL ESTATE SECURITIES FUND | AT COST | $461,663 | $564,536 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OF DONATED SECURITIES | $3,243,517 |
| PRIOR PERIOD BASIS ADJUSTMENT TO DONOR BASIS | $3,377,539 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $178,328 | Amt |
| Net Investment Income | $177,672 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $12,147 | Amt |
| Net Investment Income | $12,147 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |