STRATEGY STUDIO / PUBLIC DATA EXPLORER

GEORGE W RENTSCHLER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
GEORGE W RENTSCHLER FOUNDATION (EIN 23-6627872)
Tax period
2012-02-01 to 2013-01-31
Filed
2013-06-04
IRS object ID
201311559349100606
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-06-04T14:21:48-05:00Timestamp
Tax Period End Date2013-01-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN233019016EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PRITCHARD BIELER GRUVER & WILLISON PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1590 BETHLEHEM PIKEAddressLine1
CityCOLMARCity
StatePAState
ZIP Code18915ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-02-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN236627872EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GEORGE W RENTSCHLER FOUNDATIONBusinessNameLine1
Business Name Line2C/O HUGH SUTHERLAND ESQBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlGEORNameControl
Phone2156653000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN CENTER - 19TH FLOOR 1617AddressLine1
Address Line2JFK BAddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code191031895ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHUGH SUTHERLANDName
TitleTREASURERTitle
Phone2156653000Phone
Date Signed2013-05-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALBERT W PRITCHARDName
PTINP00010519PTIN
Phone2159977210Phone
Date Prepared2013-05-22DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2627080FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss11InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm11InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss118518DividendsRevAndExpnss
Dividends Net Invst Incm118518DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss85255NetGainSaleAssetsRevAndExpnss
Gross Sales Price1324437GrossSalesPrice
Capital Gain Net Incm Net Invst Incm85255CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss113OtherIncomeRevAndExpnss
Other Income Net Invst Incm113OtherIncomeNetInvstIncm
Total Revenue And Expenses203897TotalRevenueAndExpenses
Total Net Investment Income203897TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss10229LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps10229LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss2980AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1490AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1490AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss13715OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm13715OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss523TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss744OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps744OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss28191TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm15205TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps12463TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss123621ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps123621ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss151812TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm15205TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps136084TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses52085ExcessOfRevenueOverExpenses
Net Investment Income188692NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1CashBOY
Cash EOY187368CashEOY
Cash EOYFMV187368CashEOYFMV
Savings And Temp Cash Invst BOY9216SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY267511SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV267511SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY744351InvestmentsGovtObligBOY
Investments Govt Oblig EOY0InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV0InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY918009InvestmentsCorpStockBOY
Investments Corp Stock EOY870155InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1008898InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY642562InvestmentsCorpBondsBOY
Investments Corp Bonds EOY838149InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV956013InvestmentsCorpBondsEOYFMV
Investments Other BOY0InvestmentsOtherBOY
Investments Other EOY201287InvestmentsOtherEOY
Investments Other EOYFMV207290InvestmentsOtherEOYFMV
Total Assets BOY2314139TotalAssetsBOY
Total Assets EOY2364470TotalAssetsEOY
Total Assets EOYFMV2627080TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY2314139UnrestrictedBOY
Unrestricted EOY2364470UnrestrictedEOY
Total Net Assets BOY2314139TotalNetAssetsBOY
Total Net Assets EOY2364470TotalNetAssetsEOY
Total Liabilities Net Assets BOY2314139TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2364470TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2314139TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses52085ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal2366224Subtotal
Other Decreases1754OtherDecreases
Total Net Assets Fund Balances EOY2364470TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
100000 US TREASURY BONDS 6.125% DUE 08/15/29P2007-12-312013-01-281467971165023029530295
155000 US TREASURY BONDS 6.00% DUE 2/15/26P2007-12-312012-02-142197081782404146841468
95000 US TREASURY BONDS 6.00% DUE 2/15/27P2007-12-312013-01-241358011092442655726557
50000 US TREASURY BOND 5.375% DUE 2/15/31P2008-06-092012-03-1566744550001174411744
85000 US TREASURY BOND 5.375% DUE 2/15/31P2009-11-132012-03-15113465974381602716027
65000 US TREASURY BOND 5.375% DUE 2/15/32P2007-12-312013-01-3089284745101477414774
75000 US TREASURY BOND 5.375% DUE 02/15/31P2010-02-082013-01-30103019847031831618316
25000 US TREASURY BOND 5.375% DUE 2/15/31P2011-01-282013-01-30343402871356275627
65000 AMERICAN AXLE & 5.25% 2/11/14P2012-04-052012-10-03692526744318091809
600 SHS ABBOTT LABORATORIESP2009-09-292012-11-14384892969387968796
300 SHS ABBOTT LABORATORIESP2011-07-212012-11-14192441588933553355
400 SHS ALLIANT ENERGY CORPP2011-09-202012-07-31187631610426592659
950 SHS CISCO SYSTEMS INCP2011-01-062012-07-301523719816-4579-4579
700 SHS CISCO SYSTEMS INCP2012-03-092012-07-301122613891-2665-2665
950 SHS EXELON CORPP2011-06-062012-11-132852039492-10972-10972
288 SHS FRONTIER COMMUNICATIONS-SPIN OFFP2010-07-012012-05-109742451-1477-1477
2937 SHS FRONTIER COMMUNICATIONSP2010-10-052012-05-10993124621-14690-14690
800 SHS HEWLETT-PACKARD COMPANY (HPQ)P2008-05-222012-10-041186237744-25882-25882
75 SHS INTL BUSINESS MACHINES CORPP2007-12-312013-01-1014402622881748174
1000 SHS PITNEY BOWES INCP2011-03-292012-11-051268525240-12555-12555
1500 SHS PENN WEST ENERGY TRUST FP2008-05-092012-11-021836347281-28918-28918
200 SHS PENN WEST ENERGY TRUST FP2008-07-292012-11-0224486027-3579-3579
1500 SHS PENN WEST PETEP2011-10-132012-11-021836323380-5017-5017
850 SHS THE SOUTHERN COMPANYP2010-07-142012-07-3141027295761145111451
575 SHS THE SOUTHERN COMPANYP2010-07-142013-01-09246992000746924692
2500 SHS WINDSTREAMP2007-12-312012-11-082132233950-12628-12628
500 SHS WINDSTREAMP2007-08-232012-11-0842646889-2625-2625
1000 SHS WINDSTREAMP2009-12-102012-11-08852910941-2412-2412
875 SHS XCEL ENERGY INCP2008-06-252012-07-31256791816975107510
FieldValueIRS element (for citing)
Capital Gain Net Income85255CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1140590QualifyingDistributionsYear1
Noncharitable Assets Year12615825NoncharitableAssetsYear1
Distribution Ratio Year10.053746DistributionRatioYear1
Qualifying Distributions Year2100500QualifyingDistributionsYear2
Noncharitable Assets Year22484932NoncharitableAssetsYear2
Distribution Ratio Year20.040444DistributionRatioYear2
Qualifying Distributions Year3120879QualifyingDistributionsYear3
Noncharitable Assets Year32282888NoncharitableAssetsYear3
Distribution Ratio Year30.052950DistributionRatioYear3
Qualifying Distributions Year4116429QualifyingDistributionsYear4
Noncharitable Assets Year42359723NoncharitableAssetsYear4
Distribution Ratio Year40.049340DistributionRatioYear4
Qualifying Distributions Year5130375QualifyingDistributionsYear5
Noncharitable Assets Year52502404NoncharitableAssetsYear5
Distribution Ratio Year50.052100DistributionRatioYear5
Total Distribution Ratio0.248580TotalDistributionRatio
Average Distribution Ratio0.049716AverageDistributionRatio
Net Noncharitable Assets2689510NetNoncharitableAssets
Adjusted Noncharitable Assets133712AdjustedNoncharitableAssets
One Percent Net Investment Income1887OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One135599AdjNonchrtblAssetsAndOnePct
Qualifying Distributions136084QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1887InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1887Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1887TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2320EstTaxPaymentsAndOverpayment
Total Credits And Payments2320TotalCreditsAndPayments
Overpayment433Overpayment
Amount Credited To Next Year433AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameOBERMAYER REBMANN MAXWELL HIPPELBooksInCareOfPersonName
Books In Care Of Phone Number2156653000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11617 JFK BLVD 19TH FLOORAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191031895ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM O'NEILL
1400 WAVERLY ROAD VILLA ONEGLADWYNEPA19035PRESIDENT0.00000
HUGH SUTHERLAND
19TH FL ONE PENN CTR 1617 JFK BLVDPHILADELPHIAPA19103SECRETARY/TREASURER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2606602AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances123865AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2730467TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets2730467AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable40957CashDeemedCharitable
Net Noncharitable Assets2689510NetNoncharitableAssets
Minimum Investment Return134476MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return134476MinimumInvestmentReturn
Tax Based On Investment Income1887TaxBasedOnInvestmentIncome
Total Tax1887TotalTax
Distributable Amount Before Adj132589DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded132589DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted132589DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions136084ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions136084QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1887OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions134197AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted132589DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year4122ExcessDistriCarryoverYear4
Excess Distri Carryover Year38539ExcessDistriCarryoverYear3
Excess Distri Carryover Year114421ExcessDistriCarryoverYear1
Total Excess Distri Carryover23082TotalExcessDistriCarryover
Qualifying Distributions136084QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year132589AppliedToCurrentYear
Remaining Distri From Corpus3495RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus26577TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year26577ExcessDistriCyovToNextYear
Excess From Year4122ExcessFromYear4
Excess From Year38539ExcessFromYear3
Excess From Year114421ExcessFromYear1
Excess From Current Year3495ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameHUGH SUTHERLAND ESQRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line119TH FLOOR ONE PENN CENTER 1617 JFKAddressLine1
Address Line2BLVDAddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2156653000RecipientPhoneNumber
Form And Info And MaterialsIN WRITING ON APPLICATION OBTAINABLE FROM ABOVEFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsFUNDS ARE DISTRIBUTED FOR THE BENEFIT OF CHARITABLE RELIGIOUS, SCIENTIFIC & EDUCATIONAL TAX EXEMPT ORGANIZATIONS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
ALS ASSSOCIATION - THE GREATER PHILADELPHIA CHAPTER
321 NORRISTOWN ROAD SUITE 260AMBLERPA19002NONEALL PUBLIC CHARITIESTOWARD SUPPORT OF THE IN-HOME CUSTODIAL CARE PROGRAM, WHICH PROVIDES IN-HOME CARE TO PATIENTS IN NEED OF SUC CARE BUT DO NO HAVE THE PRIVATE FINANCIAL MEANS TO AFFORD IT .$3,500
AMERICAN DIABETES ASSOCIATION
150 MONUMENT ROAD SUITE 100BALA CYNWYDPA190041702NONEPUBLIC CHARITYTOWARD THE CAMP FREEDOM PROGRAM FOR CHILDREN LIVING WITH DIABETES.$3,000
AMERICAN RED CROSS - SOUTHEASTERN PENNSYLVANIA CHAPTER
23RD AND CHESTNUT STREETSPHILADELPHIAPA19103NONEPUBLIC CHARITYTOWARD THE CHAPTER'S ONGOING COMMUNITY DISASTER EDUCATION PROGRAM AND THE HIGH SCHOOL SERVICE-LEARNING PROGRAM$4,000
ATLANTIC SEABOARD DYSLIEXIA EDUCATION CENTER
22 WEST JEFFERSON STREETROCKVILLEMD20850NONEPUBLIC CHARITYTOWARD EXPANSION OF THE TEACH FOR SUCCESS PROGRAM$15,000
BRYN MAWR REHAB HOSPITAL FOUNDATION
414 PAOLI PIKEMALVERNPA19355NONEPUBLIC CHARITYTOWARD SUPPORT OF THE PROJECT SEARCH PROGRAM$3,000
CENTER FOR AUTISM THE
3904 FORD ROAD SUITE 6PHILADELPHIAPA19131NONEPUBLIC CHARITYTOWARD SUPPORT OF THE CENTER'S SOCIAL COMPETENCY PROGRAM$3,000
CENTER IN THE PARK
5818 GERMANTOWN AVENUEPHILADELPHIAPA191442187NONEPUBLIC CHARITYTOWARD SUPPORT OF THE CENTER'S INTERGENERATIONAL PROGRAM$3,000
FRIENDS' CENTRAL SCHOOL
1101 CITY AVENUEWYNNEWOODPA190963490NONEPUBLIC CHARITYTOWARD CONTINUING SUPPORT OF THE SCHOOL'S SUMMER BASKETBALL, READING AND MATH CLINIC$3,000
FRIENDS COMMUNITY SCHOOL
5901 WESTCHESTER PARK DRIVECOLLEGE PARKMD20740NONEPUBLIC CHARITYTOWARD PROVIDING A SCIENCE LAB FOR THE K-4 STUDENTS AT THE SCHOOL$4,000
HANDICRAFTERS INC
215 BARLEY SHEAF ROAD PO BOX 72646THORNDALEPA19372NONEPUBLIC CHARITYTOWARD SUPPORT OT THE PATHWASYS TO INDEPENDENCE PROJECT TO PROVIDE THE TOOLS AND SUPPORT FOR INDIVIDUALS TO MAZIMIZE THEIR POTENTIAL$3,500
INGLIS FOUNDATION
2600 BELMONT AVENUEPHILADELPHIAPA191312799NONEPUBLIC CHARITYTOWARD THE PURCHASE OF A PODIALIFT, A PROTABLE PLATFORM WHEELCHAIR LIFT USED TO RAISE LARGE POWER WHEELCHAIRS TO A COMFORTABEL WORKING LEVEL WHILE MAKING REPARIS, AND ALSO TOWARD TRAINING STAFF TO USE THE PODIALIFT TO TRAIN RESIDENT STO GET ON AND OFF RAMPS. THESE ARE SO IMPORTANT BECUASE EVERY INGLIS HOUSE RESIDENT USES A WHEELCHAIR.$3,000
JENKINS ARBORETUM
631 BERWYN BAPTIST ROADDEVONPA19333NONEPUBLIC CHARITYTOWARD GENERAL OPERATING SUPPORT, WHICH ALLOWS JENKINS TO EXPAND EDUCATIONAL PROGRAMS AND SERVICES TO THE PUBLIC, TO MAINTAIN THE HORTICULTURAL AND BOTANCIAL DISPLAYS AND TO HOLD TO THE FREE ADMISSION POLICY.$3,000
JUVENILE LAW CENTER
THE PHILADLEPHIA BUILDING 1315PHILADELPHIAPA19107NONEPUBLIC CHARITYTOWARD THE COST OF MAINTAINING AND AUGMENTING THE LAW LIBRARY, REFERENCE AND RESOURCE SYSTEMS$4,000WALNUT STREET SUITE 400
KAISERMAN JCC
ROBERT SALIGMAN CAMPUS 45 HAVERFORDWYNNEWOODPA190963490NONEPUBLIC CHARITYTOWARD THE KIDS TIME AFTER-SCHOOL ENRICHMENT PROGRAM$3,000ROAD
KENCREST CENTERS
502 W GERMANTOWN PIKE SUITE 200PLYMOUTH MEETINGPA19462NONEPUBLIC CHARITYTOWARD THE PURCHASE OF 3 APPLE IPADS TO BE USED FOR A PROJECT THAT WILL PROVIDE JOB SKILLS TRAINING FOR YOUTH WITH AUTISM. THE PROJECT IS A COMPONENT FO A PROGRAM CALLED "NO FAMILY LEFT BEHIND", AN INCLUSIVE AND INTER-GENERATIONAL COMMUNITY SERVICE COLLABORATION.$2,526
MANNA
2323 RANSTEAD STREETPHILADELPHIAPA19103NONEPUBLIC CHARITYTOWARD SUPOORT OF MANNA'S MUTRITIONAL THERAPY PROGRAM FOR PEOPLE WITH ACUTE AND CHRONIC ILLNESSES.$3,000
NONPROFIT TECHNOLOGY RESOURCES
1524 BRANDYWINE STREETPHILADELPHIAPA19130NONEPUBLIC CHARITYTOWARD PROVIDING 10 LOW INCOME YOUTH WITH COMPUTER EQUIPMENT AND TECHNICAL TRAINING ON USE AND MAINTENANCE OF THEIR NEW EQUIPMENT$2,000
PENN HOME
1401 EAST SUSQUEHANNA AVENUEPHILADELPHIAPA191252825NONEPUBLIC CHARITYTOWARD THE BENEVOLENT RESIDENT SUBSIDY PROGRAM, WHICH HELPS COVER THE BALANCE OF FEES FOR THE 5 LOWEST INCOME ELDERLY RESIDENTS WHO COULD NOT OTHERWISE AFFORD TO STAY IN PENN HOME.$3,000
PHILADBUNANCE
3616 SOUTH GALLOWAY STREETPHILADELPHIAPA19148NONEPUBLIC CHARITYTOWARD THE PURCHASE OF A "WALKIE" PALLET JACK TO ASSIST PHILABUNDANCE'S TRUCK DRIVERS IN MAKING PICK-UPS AND DELIVERIES.$3,095
PHILADELPHIA FUTURES
230 S BROAD STREET 7TH FLOORPHILADELPHIAPA19102NONEPUBLIC CHARITYTOWARD THE YOUN MEN'S INITIATIVE, WHICH AIMS TO IMPROVE THE EDUCATIONAL AND LIFE OUTCOMES OF THE BOYS ENROLLED IN THE SAS PROGRAM.$3,000
PLEASE TOUCH MUSEUM
4231 AVENUE OF THE REPUBLICPHILADELPHIAPA19131NONEPUBLIC CHARITYTOWARD GENERAL OPERATING EXPENSES$3,000
POLICE ATHLETIC LEAGUE OF PHILADLEPHIA
2524 E CLEARFIELD STREETPHILADELPHIAPA191345098NONEPUBLIC CHARITYTOWARD FUNDING OF PAL'S EDUCATIONAL, ATHLETIC, RECREATIONAL, AND CULTURAL PROGRAMMING.$4,000
PREGNANCY AID CENTER INC
4809 GREENBLET ROADCOLLEGE PARKMD20740NONEPUBLIC CHARITYTOWARD FUDNIGN OF FAMILY PLANNING SERVICES AND MATERNITY SREVICES, WHICH INCLUDES NECESSARY MEDICATIONS AND RELATED LAB SERVICES, FOR OVER 500 UNINSURED PATIENTS, ALL OF WHOM FALL BELOW THE FEDERAL POVERTY LEVEL.$4,000
PRSYTERIAN CHILDREN'S VILLAGE
452 SOUTH ROBERTS ROADROSEMONTPA19010NONEPUBLIC CHARITYTOWARD GENERAL OPERATING SUPPORT OF THE VILLAGE SERVICES TO OVER 5,100 CHILDREN AND THEIR FAMILIES IN PROMOTING THE HEALING OF SPIRITS BROKEN BY VIOLENCE, ADDICTION, POVERTY, MENTAL ILLNESS, RACISM AND OTHER SERIOUS SOCIETAL PROBLEMS.$3,500
RSVP OF MONTGOMERY COUNTY
925 HARVEST DRIVE SUITE 100BLUE BELLPA19422NONEPUBLIC CHARITYTOWARD SUSTAINING AND ENHANCING RSVP'S SERVICES AND PROGRAMS, WHICH IMPACTS THE LIVES OF 128,000 MONTGOMERY COUNTY RESIDENTS EACH YEAR THROUGH HOSPITALS, MEALS ON WHEELS, LIBRARIES, MUSEMUMS, SHELTERS, THRIFT SHOPS, FOOD BANKS, AND MORE.$3,000
SALVATION ARMY THE
DIVISIONAL HEADQUARTERS 701 NORTHPHILADELPHIAPA19123NONEPUBLIC CHARITYTOWARD GENERAL OPERATING SUPPORT$3,000BROAD STREET
SCLERODERMA FOUNDATION DELAWARE VALLEY CHAPTER
385 KINGS HIGHWAY NORTH CHERRYCHERRY HILLNJ08034NONEPUBLIC CHARITYTOWARD SUPPORTING RESEARCH ON SCLERODERMA, INCLUDING RESEARCH CARRIEND ON IN MEDICAL CENTERS LOCATED WITHIN THE FOUNDATION'S TERRITORY, INCLUDING THOMAS JEFFERSON UNIVERSITY HOSPITAL IN PHILADELPHIA, UNIVERSITY OF MEDICINE & DENTISTRY OF NEW JERSEY AND ROBERT WOOD JOHNSON SCHOOL OF MEDICINE IN NEW BRUNSWICK, NJ.$3,000PROFESSIONAL BUILDING
SMILE TRAIN
41 MADISON AVENUE 28TH FLOORNEW YORKNY10010NONEPUBLIC CHARITYTOWARD SUPPORT OF SMILE TRAIN'S WORK OF PROVIDING FREE CLEFT LIP AND CLEFT PALATE SURGERY FOR THE MOST VULNERABLE CHILDREN IN DEVELOPING COUNTRIES.$5,000
ST EDMOND'S HOME FOR CHILDREN
320 SOUTH ROBERTS ROADROSEMONTPA19010NONEPUBLIC CHARITYTOWARD PARTIAL FUNDING FOR THE CONSTRUCTION OF A SPECIALLY-DESIGNED MEDICAL SUITE FOR CHILDREN WHO NEED HIGHLY COMPLEX MEDICAL CARE AND SUPERVISION.$3,000
SUPPORT CENTER FOR CHILD ADVOCATES
1900 CHERRY STREETPHILADELPHIAPA19103NONEPUBLIC CHARITYTOWARD SUPPORT OF THE OUTCOMES IN BEHAVORIAL HEALTH (OBH) PROJECT, PART OT THE PROFESSIONAL AND FAMILY TRAINING SERIES (PFTS) WHICH PROVIDES AREA CAREGIVERS AND AGENCIES WTIH IMPORTANT INFORMATION ON TOPOICE RANGIGN FROM SELF-CARE TO IMPROVING CLIENT OUTCOMES.$4,000
UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
3501 SANSOM STREETPHILADELPHIAPA191046204NONEPUBLIC CHARITYTOWARD THE WILLIAM O'NEILL '50 FUND FOR HUMAN RIGHTS WHICH PROVIDES THE BEST PROFESSORS WITH THE SUPPORT THEY NEED TO EXPLORE THE MOST CHALLENGING ISSUES IN HUMAN RIGHTS$10,000
WOODS SERVICES FOUNDATION
PO BOX 36LANGHORNEPA19047NONEPUBLIC CHARITYTOWARD PROVIDING WOODS STUDENTS WITH EDUCATIONAL TECHNOLOGY SUCH AS WIRELESS TABLETS, INTERACTIVE WHITE BOARDS, IPADS AND OTHER INTERACTIVE DEVICES TO STIMULATE LEARNING AND ENCOURAGE GREATER STUDENT PARTICIPATION.$3,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year123621TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$118,518ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$113ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income85255RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$118,642ExclusionAmount
Related Or Exempt Function Income85255RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA203897TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
3INVESTMENT INCOME AND CAPITAL GAINS PROVIDE RESOURCES TO FUND GRANTS
4PAID OUT TO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION. FURTHERMORE
8THIS INCOME IS EXCLUDED FROM GROSS INCOME UNDER CODE SECTION 103.

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$2,980Amount
Net Investment Income1490NetInvestmentIncome
Disbursements Charitable Prps1490DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (13 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
40000 AMERICAN TOWER CP 5.9% 11/1/214626046931
50000 ARCHER DANIELS 5.45% 3/15/185059359354
75000 AT&T INC 6.50% 9/1/377429093136
80000 CISCO SYSTEMS 5.50% DUE 1/15/408143497547
65000 DUPONT EI NEMOUR 5.75% DUE 3/15/196525779160
50000 FORD MOTOR COMPANY 7.125% DUE 11-15-255132458625
50000 GTE CORP 6.84% DUE 4/15/184426561907
40000 LEAR CORP 8.125% 3/15/204524944600
75000 MCDONALD'S CORP 6.30% DUE 10-15-3791919100733
75000 MERCK & CO 5.75% DUE 11-15-3610407896491
45000 ROHM & HAAS CO 6.0% DUE 9/15/174330452932
50000 VALERO ENERGY 6.625% DUE 6-15-375114259144
80000 WAL-MART STORES 6.20% DUE 4/15/3889034105453

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (34 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
1800 SHS AT&T INC5445462622
0 SHS ABBOTT LABORATORIES00
0 SHS ABBOTT LABORATORIES00
1075 SHS AGNICO-EAGLE MINES LTD6909549267
600 SHS ALLIANT ENERGY CORP2415527504
1300 SHS BRISTOL MYERS SQUIBB CO2623246982
500 SHS CATERPILLAR INC4361149195
3000 SHS CENTRAL FD CDA (CEF)1945564350
600 SHS CENTRAL GOLDTRUST2763337680
300 SHS CHEVRON CORPORATION3352034545
0 SHS CISCO SYSTEMS INC00
975 SHS CONSOL ENERGY INC3907330557
1000 SHS CVS CAREMARK3667951200
0 SHS EXELON CORP00
SHS FRONTIER COMMUNICATIONS-SPIN OFF00
650 SHS FLUOR CORPORATION NEW3559642140
1750 SHS GENERAL ELECTRIC CO4829138990
500 SHS HELMERICH & PAYNE INC3139732170
0 SHS HEWLETT-PACKARD COMPANY (HPQ)00
1825 SHS INTEL CORP4771838398
225 SHS INTL BUSINESS MACHINES CORP1868445691
475 SHS JOHNSON & JOHNSON3330135112
700 SHS LEAR CORPORATION3270334300
850 SHS MERCK & CO INC3247836763
2000 SHS PFIZER INCORPORATED4242054560
550 SHS PNC FINANCIAL SERVICES3294133990
0 SHS PITNEY BOWES INC00
PENN WEST PETE LTD00
775 SHS ST JUDE MEDICAL INC3313531543
3000 SHS TECO5130353310
0 SHS THE SOUTHERN COMPANY00
1200 SHS VERIZON COMMUNICATIONS3707452332
0 SHS WINDSTREAM CORP00
925 SHS XCEL ENERGY INC1920725697

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value0USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV0USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
4325 SHS ISHARES MSCI JPN IDX FDAT COST4403043120
1350 SHS VANGUARD CORP BOND ETFAT COST106997108230
1000 SHS MARKET VECTORES ETF TRUSTAT COST5026055940

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$10,229Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps10229DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionPAYMENT OF FEDERAL TAXESDescription
Amount$1,754Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionINSURANCEDescription
Revenue And Expenses Per Books744RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps744DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Revenue And Expenses Per Books113RevenueAndExpensesPerBooks
Net Investment Income113NetInvestmentIncome
Adjusted Net Income113AdjustedNetIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryCONSULTINGCategory
Amount$13,715Amount
Net Investment Income13715NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategory
Amount$523Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps