NEEDLES FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NEEDLES FAMILY FOUNDATION INC (EIN 65-0754688)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201603129349100215
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T10:19:50-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650754688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEEDLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEED | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10178 FRESH MEADOW LN | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY NEEDLES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2156356200 | PhoneNum |
| Signature | 2016-11-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD R STIEBRITZ JR CPA | PreparerPersonNm |
| PTIN | P00840383 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2016-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $393,734 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,427 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,427 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,347 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,531 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,806 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,531 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $26,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,958 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $7,500 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,081 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,081 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,081 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,087 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,668 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,668 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,912 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,290 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,012 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $454,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $390,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $370,722 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $466,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $413,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $393,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $466,968 | CapitalStockBOYAmt |
| Capital Stock EOY | $413,830 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $466,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $413,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $466,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $413,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $466,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,138 | ExcessRevenueOverExpensesAmt |
| Subtotal | $413,830 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $413,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,347 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,096 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $494,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $507,095 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088039 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $513,102 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086279 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,102 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $558,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077223 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,708 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $563,917 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089921 | DistributionYr5Rt |
| Total Distribution | 0.422525 | TotalDistributionRt |
| Average Distribution | 0.084505 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $436,608 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,896 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,567 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $129 | SubtotalAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $304 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $304 | TotalPaymentsAndCreditsAmt |
| Overpayment | $175 | OverpaymentAmt |
| Applied To ES Tax | $175 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SALLIE NEEDLES | IndividualWithBooksNm |
| Phone | 2156356200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10178 FRESH MEADOW LANE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SALLIE NEEDLES | ||||||||
| 10178 FRESH MEADOWS LA | BOCA RATON | FL | 33498 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| BETH OST | ||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | SECRETARY | 5.00 | $2,500 | $0 | $0 |
| RANDY NEEDLES | ||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | TREASURER | 5.00 | $2,500 | $0 | $0 |
| JAY NEEDLES | ||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | VICE-PRESIDE | 5.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $425,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $443,257 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $443,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $436,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129 | TotalTaxAmt |
| Distributable Before Adj | $21,701 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,701 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,567 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $129 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,438 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,701 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $18,615 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,505 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,567 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,866 | RemainingDistriFromCorpusAmt |
| Total Corpus | $99,720 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $99,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $18,615 | ExcessFromYear3Amt |
| Excess From Year2 | $19,505 | ExcessFromYear2Amt |
| Excess From Year1 | $15,734 | ExcessFromYear1Amt |
| Excess From Current Year | $45,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY NEEDLES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 WILLOW AVENUE | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156356200 | RecipientPhoneNum |
| Recipient Email Address | RANDY@STANLEYCREATIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST SHOWING SPECIFIC USE TO WHICH FUNDS WILL BE PUT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 31 OF THE FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY THE DIRECTORS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABRAMSON CTR JEWISH LIFE | ||||||||||
| 1425 HORSHAM RD | NORTH WALES | PA | 19454 | CHARITY | $31,472 | |||||
| AMERBEN GURION UNIV | ||||||||||
| 261 OLD YORK RD | JENKINTOWN | PA | 19046 | CHARITY | $6,800 | |||||
| BOYS TOWN OF JERUSALEM | ||||||||||
| 1 PENN PLAZA | NEW YORK | NY | 10119 | CHARITY | $2,500 | SUITE 6250 | ||||
| HOSPICE BY THE SEA | ||||||||||
| 1531 W PALMETTO PARK RD | BOCA RATON | FL | 33486 | CHARITY | $500 | |||||
| JEWISH FED SO PALM BEACH | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | CHARITY | $5,000 | |||||
| JEWISH FEDERATION OF PHIL | ||||||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | CHARITY | $7,500 | |||||
| MOSS REHABILITATION | ||||||||||
| 5501 OLD YORK RD | PHILADELPHIA | PA | 19141 | CHARITY | $2,500 | |||||
| GEORGETOWN UNIVERSITY | ||||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | CHARITY | $500 | |||||
| OLD YORK RD TEMPLE BETH A | ||||||||||
| 971 OLD YORK RD | ABINGTON | PA | 19001 | CHARITY | $4,448 | |||||
| PHILA MURAL ARTS | ||||||||||
| 1727 MT VERNON ST | PHILADELPHIA | PA | 19130 | CHARITY | $1,000 | |||||
| PHILADELPHIA PAL | ||||||||||
| 2524 E CLEARFIELD ST | PHILADELPHIA | PA | 19134 | CHARITY | $1,000 | |||||
| US OLYMPIC COMM | ||||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | CHARITY | $100 | |||||
| KI FOREST | ||||||||||
| CHARITY | $43 | 1728 COUNTY RD 15 | TAMWORTH | ONTARIO | CA | |||||
| AMERICAN FRIENDS MAGEN DAVID ADOM | ||||||||||
| 352 SEVENTH AVE | NEW YORK | NY | 10001 | CHARITY | $100 | SUITE 400 | ||||
| AMERICAN HEART ASSN | ||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | CHARITY | $100 | |||||
| CONGRESO DE LATINOS UNIDOS | ||||||||||
| 3439 N HUTCHINSON ST | PHILADELPHIA | PA | 19140 | CHARITY | $2,500 | |||||
| FOX CHASE CANCER CTR | ||||||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | CHARITY | $500 | |||||
| HABITAT FOR HUMANITY | ||||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | CHARITY | $50 | |||||
| HAR ZION TEMPLE | ||||||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | CHARITY | $554 | |||||
| MEMORIAL SLOAN KETTERING | ||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | CHARITY | $100 | |||||
| J WOOD PLATT CADDIE SCHOLAR | ||||||||||
| 1974 SPROUL RD | BROOMALL | PA | 19008 | CHARITY | $200 | SUITE 400 | ||||
| ST JUDE | ||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | CHARITY | $100 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,567 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $16,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $5,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $792 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME | $2,806 |
| OTHER INCOME | $725 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,323 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,097 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,081 | Amt |
| Net Investment Income | $1,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,081 | AdjustedNetIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EATON VANCE FLOATING RATE FUND | 2012-12 | PURCHASE | 2015-03 | $39,967 | $40,530 | -$563 |
| FEDERATED STRATEGIC VALUE DIVIDEND | 2012-12 | PURCHASE | 2015-10 | $20,000 | $17,485 | $2,515 |
| FEDERATED STRATEGIC INCOME INSTL | 2012-12 | PURCHASE | 2015-10 | $20,000 | $22,042 | -$2,042 |
| PRINCIPAL SM-MD CP DIV | 2012-12 | PURCHASE | 2015-10 | $10,000 | $8,409 | $1,591 |
| PRINCIPAL PREFERRED SECURITIES FUND | 2012-12 | PURCHASE | 2015-10 | $20,000 | $20,709 | -$709 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS EQUITIES | $158,914 | $161,956 |
| FIXED INCOME | $231,904 | $208,766 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,806 | $2,806 | $2,806 |
| OTHER INCOME | $725 | $725 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,087 | Amt |
| Net Investment Income | $3,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,087 | AdjustedNetIncomeAmt |