PENNONI FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PENNONI FAMILY FOUNDATION (EIN 20-2631757)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-12
- IRS object ID
- 201601039349100510
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-12T15:44:30-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 202631757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pennoni Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C R PENNONI | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $960,744 | 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 | $195,680 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $772,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $332,758 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $349,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,751 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $720 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,888 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,638 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $245,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $344,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,387 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,387 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $588,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $844,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $942,357 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $617,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $862,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $960,744 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $617,107 | RetainedEarningBOYAmt |
| Retained Earning EOY | $862,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $617,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $862,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $617,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $862,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $617,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $245,480 | ExcessRevenueOverExpensesAmt |
| Subtotal | $862,587 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $862,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $772,295 | GrossSalesPriceAmt |
| Cost Or Other Basis | $439,537 | CostOrOtherBasisAmt |
| Gain Or Loss | $332,758 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $332,758 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $332,758 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $886,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,928 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $886,515 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $147,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $916,263 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161397 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,446 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,010,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.125089 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,885 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $995,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050126 | DistributionYr5Rt |
| Total Distribution | 0.583309 | TotalDistributionRt |
| Average Distribution | 0.116662 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $911,973 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,448 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,841 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,713 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,896 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,896 | SubtotalAmt |
| Tax Based On Investment Income | $6,896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $6,496 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew J Pennoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Annette Pennoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Celestino R Pennoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 2.0 | $0 | $0 | $0 |
| David Pennoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Vincent Pennoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Diane Wendling | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $898,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $925,861 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $925,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $911,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,896 | TotalTaxAmt |
| Distributable Before Adj | $38,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $98,713 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $98,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,703 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $629 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,268 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,073 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,713 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,010 | RemainingDistriFromCorpusAmt |
| Total Corpus | $371,083 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $629 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $370,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,379 | ExcessFromYear4Amt |
| Excess From Year3 | $103,155 | ExcessFromYear3Amt |
| Excess From Year2 | $65,642 | ExcessFromYear2Amt |
| Excess From Year1 | $66,268 | ExcessFromYear1Amt |
| Excess From Current Year | $60,010 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Annette Pennoni | ContributingManagerNm |
| Contributing Manager | Celestino R Pennoni | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NATURAL SCIENCES | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN SOCIETY OF CIVIL ENGINEERS FOUNDATION INC | |||||||
| 1801 ALEXANDER BELL DR 3RD FL | RESTON | VA | 20191 | N/A | SO II | General & Unrestricted | $2,500 |
| ARCHDIOCESE OF PHILADELPHIA | |||||||
| 222 N 17TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | Catholic Charities Campaign | $1,000 |
| ASTON PUBLIC LIBRARY | |||||||
| 3270 CONCORD RD | ASTON | PA | 19014 | N/A | PC | General & Unrestricted | $1,500 |
| BOYS & GIRLS CLUBS OF PHILADELPHIA INC | |||||||
| 1518 WALNUT ST | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $1,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | N/A | PC | General & Unrestricted | $500 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | N/A | PC | General & Unrestricted | $10,000 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | N/A | PC | Anthony J. Drexel Society Fund | $1,000 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | N/A | PC | CAEE Lecture Series Program | $10,000 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | N/A | PC | Hospitality Program | $10,000 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | N/A | PC | Men's Lacrosse Program | $500 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | N/A | PC | Pennoni Honors College Endownment Fund | $20,000 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | N/A | PC | Pi Kappa Phi Fredrick W. Schmehl Memorial Endowed Scholarship Fund | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 100 N 20TH ST STE 405 | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $1,000 |
| LITTLE LEAGUE BASEBALL INC | |||||||
| 331 TIMBER JUMP LN | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $500 |
| LITTLE LEAGUE BASEBALL INC | |||||||
| 331 TIMBER JUMP LN | MEDIA | PA | 19063 | N/A | PC | Charitable Event | $100 |
| LITTLE LEAGUE BASEBALL INC | |||||||
| 331 TIMBER JUMP LN | MEDIA | PA | 19063 | N/A | PC | Charitable Event | $100 |
| MEDIA YOUTH CENTER | |||||||
| PO BOX 84 | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $500 |
| MEDIA-UPPER PROVIDENCE FREE LIBRARY ASSOCIATION | |||||||
| 1 E Front St | MEDIA | PA | 19063 | N/A | PC | new library Campaign | $2,000 |
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW ST | ALLENTOWN | PA | 18104 | N/A | PC | General & Unrestricted | $1,000 |
| NATIVITY OF THE BLESSED VIRGIN MARY | |||||||
| 30 E FRANKLIN ST | MEDIA | PA | 19063 | N/A | PC | CYO Program | $500 |
| NATIVITY OF THE BLESSED VIRGIN MARY | |||||||
| 30 E FRANKLIN ST | MEDIA | PA | 19063 | N/A | PC | Annual Stewardship Appeal Campaign | $1,000 |
| NETHER PROVIDENCE ATHLETIC ASSOCIATION BASEBALL | |||||||
| PO BOX 96 | SWARTHMORE | PA | 19081 | N/A | PC | General & Unrestricted | $1,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 17 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | PC | Pennoni Scholarship Fund | $5,000 |
| SPECIAL OLYMPICS PENNSYLVANIA INC | |||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | N/A | PC | General & Unrestricted | $375 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 209 S MARKET ST | MOUNT JOY | PA | 17552 | N/A | PC | General & Unrestricted | $500 |
| ST JOHN CHRYSOSTOM CATHOLIC CHURCH | |||||||
| 617 S PROVIDENCE RD | WALLINGFORD | PA | 19086 | N/A | PC | General & Unrestricted | $500 |
| ST JOHN CHRYSOSTOM CATHOLIC CHURCH | |||||||
| 617 S PROVIDENCE RD | WALLINGFORD | PA | 19086 | N/A | PC | CYO Program | $500 |
| ST JOHN NEUMANN CHURCH | |||||||
| 380 HIGHLAND LN | BRYN MAWR | PA | 19010 | N/A | PC | Regular Sunday Collection Fund | $9,000 |
| ST JOSEPH CHURCH | |||||||
| 3255 CONCORD RD | ASTON | PA | 19014 | N/A | PC | General & Unrestricted | $3,000 |
| ST JOSEPH CHURCH | |||||||
| 3255 CONCORD RD | ASTON | PA | 19014 | N/A | PC | Building Fund | $2,000 |
| UNICO NATIONAL | |||||||
| RICH MACCARONE2000 MARKET ST NO 500 | PHILADELPHIA | PA | 19103 | N/A | PC | Charitable Event | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,234 | 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 |
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 | Pennoni Celestino R | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 Valley Glen Drive | AddressLine1Txt |
| City | Bryn Mawr | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $195,680 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | M&T BANK CORP MTB, 400 sh. | $52,200 | 2015-08-19 |
| 1 | M&T BANK CORP MTB, 100 sh. | $13,050 | 2015-08-19 |
| 1 | MERCK & CO INC MRK, 900 sh. | $53,667 | 2015-08-19 |
| 1 | UNITED PARCEL SERVICE UPS, 750 sh. | $76,763 | 2015-08-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND CLAS | $118,001 | $116,756 |
| BLACKROCK STRAT INC OPP - INS | $39,000 | $37,903 |
| EATON VANCE FLOATING RATE FUND | $39,000 | $36,863 |
| HARBOR FDS INTL FD | $78,728 | $70,090 |
| ISHARES BARCLAYS US AGGREGATE | $117,884 | $116,651 |
| ISHARES RUSSELL 1000 INDEX FD | $67,709 | $136,425 |
| ISHARES RUSSELL 2000 | $9,290 | $12,726 |
| ISHARES RUSSELL MIDCAP G IN FD | $28,218 | $26,657 |
| ISHARES S&P 500 INDEX FD | $58,688 | $87,275 |
| ISHARES TRUST RUSSELL MIDCAP I | $29,789 | $27,391 |
| T. ROWE PRICE GROWTH STOCK FD | $52,000 | $64,488 |
| T. ROWE PRICE NEW HORIZONS FD | $14,227 | $13,141 |
| TEMPLETON GLOBAL BD | $39,000 | $37,760 |
| VANGUARD FTSE EMERGING MARKETS | $20,919 | $26,004 |
| VANGUARD SF REIT ETF | $13,747 | $15,468 |
| VANGUARD TOTAL BOND MARKET IND | $118,000 | $116,759 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,613 | $7,613 | |
| Bank Charges | $250 | $250 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,751 | Amt |
| Net Investment Income | $4,751 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $400 |
| 990-PF Excise Tax for 2014 | $320 |