THOMSON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THOMSON FAMILY FOUNDATION (EIN 06-6480460)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349101626
- Schema version
- 2012v2.1
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:21:27-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231518888 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE FALCONIERO & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 680 | AddressLine1 |
| City | OAKS | City |
| State | PA | State |
| ZIP Code | 194560680 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066480460 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 6106448100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 SOUTH WHITEHORSE ROAD | AddressLine1 |
| City | PHOENIXVILLE | City |
| State | PA | State |
| ZIP Code | 194602561 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE M THOMSON | Name |
| Title | TRUSTEE | Title |
| Phone | 6106448100 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L CARUSO CPA | Name |
| PTIN | P00011927 | PTIN |
| Phone | 6109351420 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 217449 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 795 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1116 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1116 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 33052 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 119599 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 99031 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 34965 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100149 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 795 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 795 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1932 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 1932 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 157 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 157 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2884 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 157 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2727 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 120000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 120000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 122884 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 157 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 122727 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -87919 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 99992 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6440 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5068 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5068 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 275652 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 212381 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 212381 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 282092 | TotalAssetsBOY |
| Total Assets EOY | 217449 | TotalAssetsEOY |
| Total Assets EOYFMV | 217449 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 282092 | UnrestrictedBOY |
| Unrestricted EOY | 217449 | UnrestrictedEOY |
| Total Net Assets BOY | 282092 | TotalNetAssetsBOY |
| Total Net Assets EOY | 217449 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 282092 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 217449 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 282092 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -87919 | ExcessOfRevenueOverExpenses |
| Other Increases | 23276 | OtherIncreases |
| Subtotal | 217449 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 217449 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 215 SHRS PENN NATIONAL | 2005-06-28 | 2012-02-17 | 8981 | 1794 | 7187 | 7187 |
| 2,250 SHRS PENN NATIONAL | 2005-06-28 | 2012-12-18 | 110443 | 18774 | 91669 | 91669 |
| AOL RETURN OF CAPITAL | 2012-12-14 | 2012-12-14 | 175 | 175 | 175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 99031 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 155533 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 390946 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.397838 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 765 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 394029 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.001941 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 25759 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 371625 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.069314 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 743 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 445795 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.001667 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 201011 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 673119 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.298626 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.769386 | TotalDistributionRatio |
| Average Distribution Ratio | 0.153877 | AverageDistributionRatio |
| Net Noncharitable Assets | 291313 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44826 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1000 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 45826 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 122727 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1000 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1000 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1000 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1240 | TotalCreditsAndPayments |
| Overpayment | 240 | Overpayment |
| Amount Credited To Next Year | 240 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOE M THOMSON TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6106448100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 SOUTH WHITEHORSE ROAD | AddressLine1 |
| City | PHOENIXVILLE | City |
| State | PA | State |
| ZIP Code | 19460 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOE M THOMSON | ||||||||
| 54 SOUTH WHITEHORSE ROAD | PHOENIXVILLE | PA | 19460 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOANN M THOMSON | ||||||||
| 54 SOUTH WHITEHORSE ROAD | PHOENIXVILLE | PA | 19460 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISTRIBUTE INCOME AND PRINCIPAL TO CHARITABLE ORGANIZATIONS SELECTED BY THE TRUSTEES WHICH ARE EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE | Description1 |
| Expenses1 | 122727 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 295749 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 295749 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 295749 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4436 | CashDeemedCharitable |
| Net Noncharitable Assets | 291313 | NetNoncharitableAssets |
| Minimum Investment Return | 14566 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 14566 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1000 | TaxBasedOnInvestmentIncome |
| Total Tax | 1000 | TotalTax |
| Distributable Amount Before Adj | 13566 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13566 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13566 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 122727 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 122727 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1000 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 121727 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13566 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 168989 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 7536 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 138460 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 314985 | TotalExcessDistriCarryover |
| Qualifying Distributions | 122727 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13566 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 109161 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 424146 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 168989 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 255157 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 7536 | ExcessFromYear3 |
| Excess From Year1 | 138460 | ExcessFromYear1 |
| Excess From Current Year | 109161 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE M THOMSON | ContributingManager |
| Contributing Manager | JOANN M THOMSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| TRANSYLVANIA UNIVERSITY | ||||||
| 300 NORTH BROADWAY | LEXINGTON | KY | 40508 | OTHER PUBLIC CHARITY | BUILDING FUND | $110,000 |
| BREASTCANCERORG | ||||||
| 7 EAST LANCASTER AVE 3RD FLOOR | ADMORE | PA | 19003 | OTHER PUBLIC CHARITY | BREAST CANCER RESEARCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 120000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,116 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $33,052 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $34,170 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 34170 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $795 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 795 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 590 SHARES NASDAQ-100 TRUSTM | 38427 | 38427 |
| 15 SHARES PFIZER INC | 376 | 376 |
| 2 SHARES MONSANTO CO NEW DEL COM | 189 | 189 |
| 1510 SHARES WMS INDS INC | 39638 | 39638 |
| 2,140 SHARES PENN NATL GAMING INC | 105095 | 105095 |
| 383 SHARES TIME WARNER INC. SHS | 18319 | 18319 |
| 96 SHARES TIME WARNER CABLE, INC. | 9330 | 9330 |
| 34 SHARES AOL | 1007 | 1007 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 157 | RevenueAndExpensesPerBooks |
| Net Investment Income | 157 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKET VALUE ADJUSTMENT - INVESTMENTS | Description |
| Amount | $23,276 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | Category |
| Amount | $1,932 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1932 | DisbursementsCharitablePrps |