ROBERT M & MARTHA J SUPLEE FNDTN: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT M & MARTHA J SUPLEE FNDTN (EIN 02-0798403)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201623129349100727
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T13:37:35-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743068464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEITZELL & ECONOMIDIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 WEST FRONT STREET | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | 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 | 020798403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M AND MARTHA J SUPLEE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT J LEITZELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6106136015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LEITZELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6106136015 | PhoneNum |
| Signature | 2016-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA F LEITZELL | PreparerPersonNm |
| PTIN | P01086007 | PTIN |
| Phone | 6105665450 | PhoneNum |
| 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 | $1,847,033 | 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 |
| Interest On Sav Rev And Expnss | $3,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,262 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $15 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$141,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $733,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$109,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,467 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,488 | CashBOYAmt |
| Cash EOY | $70,962 | CashEOYAmt |
| Cash EOYFMV | $70,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,297 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $35,821 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $40,102 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $35,821 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $35,821 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,533,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,595,953 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,595,953 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $135,000 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $1,938,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,847,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,847,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,938,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,847,033 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,938,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,847,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,938,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,847,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,938,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,339 | OtherIncreasesAmt |
| Subtotal | $1,847,033 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,847,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALE OF LAND | P | 2015-11-30 | $15,000 | $135,457 | -$120,457 | -$120,457 |
| EATON VANCE | P | $1,464 | $1,743 | -$279 | -$279 | |
| INVESCO | P | $13,603 | $20,195 | -$6,592 | -$6,592 | |
| MAINSTAY CUSHING | P | $1,353 | $2,139 | -$786 | -$786 | |
| TEKLA HEALTHCARE | P | $40 | $44 | -$4 | -$4 | |
| BREITBURN ENERGY | P | $2,598 | $2,598 | $2,598 | ||
| BREITBURN ENERGY | P | $100 | $100 | $100 | ||
| BLACKSTONE GROUP | P | $1,472 | $1,472 | $1,472 | ||
| EATON VANCE | P | $59,045 | $75,156 | -$16,111 | -$16,111 | |
| MAINSTAY CUSHING | P | $17,794 | $32,861 | -$15,067 | -$15,067 | |
| UNIT INV GLOBAL | P | $47,042 | $49,991 | -$2,949 | -$2,949 | |
| ARES CAPITAL | P | $19,045 | $19,718 | -$673 | -$673 | |
| ARES CAPITAL | P | $25,440 | $28,407 | -$2,967 | -$2,967 | |
| ARES CAPITAL | P | $1 | $1 | $0 | $0 | |
| ARIAD PHARMECEUTOICALS | P | $19,466 | $18,062 | $1,404 | $1,404 | |
| ARIAD PHARMACEUTICALS | P | $11,021 | $10,642 | $379 | $379 | |
| ATMEL CORP | P | $7,614 | $9,227 | -$1,613 | -$1,613 | |
| BIOMED REALTY TRUST | P | $11,453 | $10,358 | $1,095 | $1,095 | |
| BLACKROCK MULT SECTOR | P | $1,723 | $1,818 | -$95 | -$95 | |
| BLACKROCK MULT SECTOR | P | $18,306 | $21,463 | -$3,157 | -$3,157 | |
| BOARDWALK PIPELINE PARTNERS | P | $295 | $400 | -$105 | -$105 | |
| BOARDWALK PIPELINE PARTNERS | P | $10,920 | $18,294 | -$7,374 | -$7,374 | |
| BOSTON SCIENTIFIC | P | $15,872 | $12,620 | $3,252 | $3,252 | |
| CISCO SYSTEMS | P | $29,100 | $27,686 | $1,414 | $1,414 | |
| COMCAST CORP | P | $379 | $386 | -$7 | -$7 | |
| COMCAST CORP | P | $22,924 | $21,078 | $1,846 | $1,846 | |
| EIDUPONT DE NEMOURS | P | $20,512 | $18,302 | $2,210 | $2,210 | |
| EBAY | P | $14,018 | $12,216 | $1,802 | $1,802 | |
| FIRST NIAGARA FINANCIAL GROUP | P | $15,326 | $14,953 | $373 | $373 | |
| GREY TELEVISION INC | P | $6,715 | $5,042 | $1,673 | $1,673 | |
| INTERPUBLIC GROUP OF COS | P | $20,741 | $20,112 | $629 | $629 | |
| IVY HIGH INCOME OPPORTUNITIES | P | $2,263 | $2,792 | -$529 | -$529 | |
| IVY HIGH INCOME OPPORTUNITIES | P | $22,824 | $30,614 | -$7,790 | -$7,790 | |
| LIONS GATE ENTERTAINMENT | P | $32,834 | $36,286 | -$3,452 | -$3,452 | |
| MEDIA GENERAL | P | $34,218 | $33,551 | $667 | $667 | |
| NEW MEDIA INVESTMENT GROUP | P | $18,812 | $13,692 | $5,120 | $5,120 | |
| ON SEMICONDUCTOR | P | $11,431 | $9,493 | $1,938 | $1,938 | |
| ORITANI FINANCIAL CORP | P | $17,213 | $16,000 | $1,213 | $1,213 | |
| PIMCO FS REAL ESTATE | P | $10,780 | $14,520 | -$3,740 | -$3,740 | |
| PIXELWORKS INC | P | $7,216 | $11,336 | -$4,120 | -$4,120 | |
| PJT PARTNERS | P | $0 | $0 | |||
| PROLOGIS INC | P | $23,377 | $21,421 | $1,956 | $1,956 | |
| PUTNAM VOYAGER FUND | P | $1,872 | $2,014 | -$142 | -$142 | |
| PUTNAM VOYAGER FUND | P | $13,726 | $15,130 | -$1,404 | -$1,404 | |
| RTS CENTER COAST | P | $0 | $0 | |||
| RTS FULL CIRCLE CAP | P | $0 | $0 | |||
| SINCLAIR BROADCAST GROUP | P | $6,358 | $6,922 | -$564 | -$564 | |
| TEKLA HEALTHCARE OPPORTUNITIES | P | $41,593 | $42,072 | -$479 | -$479 | |
| TEKLA WORLD HEALTHCARE FUND | P | $6,167 | $8,000 | -$1,833 | -$1,833 | |
| TRUST FOR PROFESSIONAL MANAGERS | P | $1,582 | $1,616 | -$34 | -$34 | |
| TRUST FOR PROFESSIONAL MANAGERS | P | $14,026 | $15,634 | -$1,608 | -$1,608 | |
| UIT FIRST TRUST PRIME INCOME AND ETF | P | $788 | $788 | $0 | $0 | |
| WTS AMERICAN INTERNATIONAL | P | $6,001 | $4,333 | $1,668 | $1,668 | |
| CAPITAL GAINS DIVIDENDS | P | $29,569 | $29,569 | $29,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$141,553 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $508,625 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033423 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $332,807 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009615 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $85,909 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,745 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.152614 | DistributionYr5Rt |
| Total Distribution | 0.195652 | TotalDistributionRt |
| Average Distribution | 0.039130 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,813,958 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,980 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $431 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION SECRETARY | IndividualWithBooksNm |
| Phone | 6106136015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS BONAVENTURA | ||||||||
| 800 LOUISE DRIVE | SPRINGFIELD | PA | 19064 | PRESIDENT | 1.00 | $500 | $0 | $0 |
| STERIANNE ECONOMIDIS STEFANIDIS | ||||||||
| 323 WEST FRONT STREET | MEDIA | PA | 19063 | VICE PRESIDENT | 1.00 | $500 | $0 | $0 |
| ROBERT J LEITZELL ESQUIRE | ||||||||
| 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | SECRETARY | 1.00 | $500 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE CONTRIBUTIONS | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
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 | $1,717,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,821 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,841,582 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,841,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,813,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $431 | TotalTaxAmt |
| Distributable Before Adj | $90,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,455 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,455 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $545 | 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 | $89,722 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | CHARITABLE-CANCER RESEARCH | $3,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--HEART DISEASE RESEARCH | $3,000 |
| LITTLE PEOPLE OF AMERICA | |||||||
| 250 EL CAMINO REAL | TUSTIN | CA | 92780 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP AND PROVIDE SUPPORT FOR PERSONS OF SHORT STATURE | $3,000 |
| SALVATION ARMY INTERNATIONAL RELIEF FUND | |||||||
| PO BOX 418558 | BOSTON | MA | 02241 | NONE | PUBLIC CHARITY | CHARITABLE--INTERNATIONAL RELIEF | $3,000 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| BOX 650309 | DALLAS | TX | 75265 | NONE | PUBLIC CHARITY | CHARITABLE--BREAST CANCER RESEARCH | $3,000 |
| WILLIAMSON FREE SCHOOL OF MECHANICAL TRADES | |||||||
| 142 SOUTH NEW MIDDLETOWN ROAD | MEDIA | PA | 19063 | NONE | SCHOOL | CHARITABLE--ADVANCEMENT OF SCHOOL MISSION | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP THOSE RETURNING VETERANS | $3,000 |
| MAKE A WISH FOUNDATION | |||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE-TO HELP ILL CHILDREN | $2,500 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | HOSPITAL RESEARCH | CHARITABLE--RESEARCH FOR ILL CHILDREN | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,802 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,271 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$141,553 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$118,480 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$109,419 | 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 | 103 | LineNumberTxt |
| Relationship Statement | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS | 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 | $1,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | FMV | $718,581 | $718,581 |
| BEST VEST | FMV | $742,148 | $742,148 |
| AMERICAN FUNDS | FMV | $135,224 | $135,224 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CVR BUSINESS INCOME | -$316 | $0 | -$316 |
| BREITBURN ENERGY PARTNERS | $6,095 | $0 | $6,095 |
| BLACKSTONE | $456 | $0 | $456 |
| BREITBURN ENERGY PARTNERS | $2,811 | $0 | $2,811 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $48,339 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $209 | $209 | $0 |
| REAL ESTATE TAX | $1,258 | $1,258 | $0 |