ROBERT M & MARTHA J SUPLEE FNDTN: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT M & MARTHA J SUPLEE FNDTN (EIN 02-0798403)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-08
- IRS object ID
- 201503129349100200
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-08T10:34:09-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-08 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,938,219 | 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 | $1,653,624 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $333,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $8,527 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,672,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,002 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,539 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,651,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,410 | CashBOYAmt |
| Cash EOY | $68,488 | CashEOYAmt |
| Cash EOYFMV | $68,488 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $330,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,356 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $40,102 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $40,102 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $40,102 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,533,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,533,273 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $135,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $135,000 | LandEOYAmt |
| Land EOYFMV | $135,000 | LandEOYFMVAmt |
| Total Assets BOY | $334,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,938,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,938,219 | 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 | $334,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,938,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $334,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,938,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $334,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,938,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $334,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,651,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,986,500 | SubtotalAmt |
| Other Decreases | $48,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,938,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES | $8,990 | $10,665 | -$1,675 | -$1,675 | |||
| AGNICO EAGLE | $18,029 | $17,249 | $780 | $780 | |||
| ALKERMES PLC | $23,260 | $16,893 | $6,367 | $6,367 | |||
| ABENGOA YIELD PLC | $13,555 | $16,883 | -$3,328 | -$3,328 | P | ||
| TEKLA HEALTH CARE | $16 | $16 | $0 | $0 | P | ||
| BAKER HUGES | $25,925 | $25,109 | $816 | $816 | P | 2013-11-15 | 2014-01-08 |
| BLACKROCK | $21,855 | $22,573 | -$718 | -$718 | P | ||
| DELAWARE HEALTH CARE | $711 | $589 | $122 | $122 | P | 2013-12-09 | 2014-10-31 |
| FULL CIRCLE CAPITAL CORPORATION | $9,249 | $13,911 | -$4,662 | -$4,662 | P | ||
| GREY TELEVISION INC | $16,519 | $15,127 | $1,392 | $1,392 | P | 2014-04-08 | 2014-04-09 |
| JOHNSON CONTROLS | $23,576 | $24,811 | -$1,235 | -$1,235 | P | 2014-01-24 | 2014-04-01 |
| NET UEPS TECHNOLOGIES | $24,801 | $19,719 | $5,082 | $5,082 | P | ||
| NEW MEDIA INVESTMENT | $6 | $7 | -$1 | -$1 | P | 2014-04-04 | 2014-02-13 |
| NEW CASTLE INVESTMENT | $2 | $2 | $0 | $0 | P | 2013-12-20 | 2014-08-20 |
| NOVEEN | $17,371 | $17,642 | -$271 | -$271 | P | ||
| PETROLEO | $17,238 | $28,892 | -$11,654 | -$11,654 | P | 2014-12-05 | |
| QUICKLOGIC | $3,154 | $5,547 | -$2,393 | -$2,393 | P | 2014-04-03 | 2014-11-21 |
| SOUTHERN | $22,642 | $22,251 | $391 | $391 | P | 2014-07-07 | |
| STARBUCKS | $14,341 | $15,825 | -$1,484 | -$1,484 | P | 2013-12-10 | 2014-02-20 |
| SUPERIOR ENERGY | $17,371 | $14,498 | $2,873 | $2,873 | P | 2014-02-25 | 2014-06-17 |
| BREITBURN | $14,074 | $31,984 | -$17,910 | -$17,910 | P | 2014-12-22 | |
| DELAWARE HEALTH CARE | $29,815 | $15,206 | $14,609 | $14,609 | P | 2014-10-30 | |
| CAPITAL GAINS DIVIDENDS | $10,975 | $10,975 | $10,975 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,924 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $332,807 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009615 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $85,909 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,745 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,242 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.152614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,040 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,882 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.176811 | DistributionYr5Rt |
| Total Distribution | 0.339040 | TotalDistributionRt |
| Average Distribution | 0.067808 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $508,625 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,779 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $580 | 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 | $0 | $0 | $0 |
| STERIANNE ECONOMIDIS STEFANIDIS | ||||||||
| 323 WEST FRONT STREET | MEDIA | PA | 19063 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT J LEITZELL ESQUIRE | ||||||||
| 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $17,000 | 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 | $503,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $516,371 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $516,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $508,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $580 | TotalTaxAmt |
| Distributable Before Adj | $24,851 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,851 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,604 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,604 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396 | 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 | $24,455 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $2,500 |
| WILLIAMSON FREE SCHOOL OF MECHANICAL TRADES | |||||||
| 142 SOUTH NEW MIDDLETOWN ROAD | MEDIA | PA | 19063 | NONE | SCHOOL | CHARITABLE--ADVANCEMENT OF SCHOOL MISSION | $1,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP THOSE RETURNING VETERANS | $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 | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--HEART DISEASE RESEARCH | $3,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | CHARITABLE-CANCER RESEARCH | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | 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 | $5 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,493 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,924 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18,574 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,574 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF ROBERT M SUPLEE | |||||||
| 1 | 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | $1,478,522 | Yes (X) | |
| ESTATE OF ROBERT M SUPLEE | |||||||
| 2 | 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | $135,000 | Yes (X) | |
| ESTATE OF ROBERT M SUPLEE | |||||||
| 3 | 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | $40,102 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | PROPERTY IN VOLUSIA COUNTY FLORIDA | $135,000 | 2014-11-30 |
| 3 | ASSIGNMENT OF MORTGAGE, UPPER DARBY, PA | $40,102 | 2014-11-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | 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 | $660,179 | $660,179 |
| BEST VEST | FMV | $742,288 | $742,288 |
| AMERICAN FUNDS | FMV | $130,806 | $130,806 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $48,281 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $2,533 | $0 | $0 |
| FOREIGN TAX | $6 | $0 | $0 |