NEEDLES FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEEDLES FAMILY FOUNDATION INC (EIN 65-0754688)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201403169349100610
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T09:10:43-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 193804805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33498 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY NEEDLES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2014-11-11 | 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 | 2014-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $511,540 | 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 | $19,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,183 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,183 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,344 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,598 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,116 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,781 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,299 | 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 |
| Other Prof Fees Rev And Expnss | $3,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,462 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,462 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,962 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,752 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,962 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,337 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,500 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $506,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $469,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $495,040 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $521,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $486,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $511,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $521,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $486,216 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $521,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $486,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $521,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $486,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $521,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $486,216 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $486,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EATON VANCE FLOATING RATE FUND | P | 2012-12-12 | 2013-10-23 | $3,650 | $3,631 | $19 | $19 |
| FEDERATED HIGH INCOME BOND | P | 2012-12-12 | 2013-10-23 | $3,650 | $3,645 | $5 | $5 |
| FEDERATED STRATEGIC INCOME | P | 2012-12-12 | 2013-10-23 | $5,800 | $5,989 | -$189 | -$189 |
| FEDERATED STRATEGIC VALUE | P | 2012-12-12 | 2013-10-23 | $7,300 | $6,462 | $838 | $838 |
| PIMCO EMERGING MARKETS | P | 2012-12-12 | 2013-10-23 | $3,650 | $4,041 | -$391 | -$391 |
| PIMCO EMERGING MARKETS | P | 2012-12-12 | 2013-11-26 | $37,488 | $43,683 | -$6,195 | -$6,195 |
| PRINCIPAL INVESTORS PREFERRED | P | 2012-12-12 | 2013-10-23 | $7,300 | $7,484 | -$184 | -$184 |
| PRINCIPAL SMALL-MIDCAP | P | 2012-12-12 | 2013-10-23 | $3,650 | $2,936 | $714 | $714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,527 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,383 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $513,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086279 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,102 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $558,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,708 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $563,917 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089921 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $550,993 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105555 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,645 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $853,075 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079295 | DistributionYr5Rt |
| Total Distribution | 0.438273 | TotalDistributionRt |
| Average Distribution | 0.087655 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $507,095 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,449 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,557 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,752 | 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 | $108 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $108 | SubtotalAmt |
| Tax Based On Investment Income | $108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $781 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $781 | TotalPaymentsAndCreditsAmt |
| Overpayment | $673 | OverpaymentAmt |
| Applied To ES Tax | $673 | 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 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33498 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $499,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $514,817 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $514,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $507,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $108 | TotalTaxAmt |
| Distributable Before Adj | $25,247 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,247 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,752 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,752 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $108 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,644 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,247 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $18,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,752 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,505 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,120 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $18,615 | ExcessFromYear1Amt |
| Excess From Current Year | $19,505 | 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 | AddressLine1 |
| City | ELKINS PARK | City |
| State | PA | State |
| ZIP Code | 19027 | ZIPCode |
| 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ABRAMSON CTR JEWISH LIFE | ||||||
| 1425 HORSHAM RD | NORTH WALES | PA | 19454 | CHARITY | $6,554 | |
| ADL | ||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | CHARITY | $500 | |
| AFMDA-ARMDI | ||||||
| 19979 BACK NINE DR | BOCA RATON | FL | 33498 | CHARITY | $500 | |
| AMERBEN GURION UNIV | ||||||
| 261 OLD YORK RD | JENKINTOWN | PA | 19046 | CHARITY | $6,750 | |
| BOYS TOWN OF JERUSALEM | ||||||
| 1 PENN PLAZA | NEW YORK | NY | 10119 | CHARITY | $2,500 | SUITE 6250 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 1021 GILPIN AVE | WILMINGTON | DE | 19806 | CHARITY | $50 | |
| CYCLE FOR SURVIVAL | ||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | CHARITY | $500 | 4TH FL |
| GRATZ COLLEGE | ||||||
| 7605 OLD YORK RD | MELROSE PARK | PA | 19027 | CHARITY | $50 | |
| HAR ZION TEMPLE | ||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | CHARITY | $2,390 | |
| HOSPICE BY THE SEA | ||||||
| 1531 W PALMETTO PARK RD | BOCA RATON | FL | 33486 | CHARITY | $500 | |
| J WOOD PLATT CADDIE SCHOLARSHIP | ||||||
| 1974 SPROUL RD | BROOMALL | PA | 19008 | CHARITY | $200 | SUITE 400 |
| 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 | |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | CHARITY | $100 | |
| MOSS REHABILITATION | ||||||
| 5501 OLD YORK RD | PHILADELPHIA | PA | 19141 | CHARITY | $3,000 | |
| FOX CHASE CANCER CENTER | ||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | CHARITY | $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 | $4,693 | |
| ORT AMERICA | ||||||
| 75 MAIDIN LANE | NEW YORK | NY | 10038 | CHARITY | $500 | |
| 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 | |
| MARCH OF DIMES | ||||||
| 1019 WEST 9TH AVE | KING OF PRUSSIA | PA | 19406 | CHARITY | $100 | |
| US OLYMPIC COMM | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | CHARITY | $100 | |
| MELMARK VOCATIONAL PROGRAM | ||||||
| 2600 WAYLAND RD | BERWYN | PA | 19312 | CHARITY | $150 | |
| PEOPLE'S HELP INSTITUTE | ||||||
| 1333 CHELTENMAN AVE | MELROSE PARK | PA | 19027 | CHARITY | $100 | |
| CTPA BENEVOLENT FUND | ||||||
| PO BOX 148 | PRESTO | PA | 15142 | CHARITY | $15 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,752 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $19,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $3,856 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,383 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME | $518 |
| OTHER INCOME | $2,598 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,039 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,267 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,772 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| SALLIE NEEDLES |
| BETH OST |
| RANDY NEEDLES |
| JAY NEEDLES |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS EQUITIES | $183,030 | $216,884 |
| FIXED INCOME | $286,686 | $278,156 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $518 | $518 | |
| OTHER INCOME | $2,598 | $2,598 | $2,598 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,462 | Amt |
| Net Investment Income | $3,462 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,462 | AdjustedNetIncomeAmt |