SYLK CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SYLK CHARITABLE TRUST (EIN 23-7809130)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349101254
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T11:58:16-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIEBERMAN AND COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 W SKIPPACK PK STE 200 | AddressLine1 |
| City | BROAD AXE | City |
| State | PA | State |
| ZIP Code | 19002 | 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 | 237809130 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLK CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SYLK | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIGHLAND AVENUE | AddressLine1 |
| City | MERION STATION | City |
| State | PA | State |
| ZIP Code | 190661708 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONARD A SYLK | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEROME LIEBERMAN | Name |
| Phone | 2156284100 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 190197 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 81836 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9176 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9176 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6604 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 154672 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6604 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 97620 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15784 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 650 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 550 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 25 | InterestRevAndExpnss |
| Interest Net Invst Incm | 25 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 65 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 65 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1305 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 740 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 550 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 128695 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 128695 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 130000 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 740 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 129245 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32380 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15044 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 10843 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 39396 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 39396 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 281162 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 220229 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 150801 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 292005 | TotalAssetsBOY |
| Total Assets EOY | 259625 | TotalAssetsEOY |
| Total Assets EOYFMV | 190197 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 292005 | RetainedEarningsBOY |
| Retained Earnings EOY | 259625 | RetainedEarningsEOY |
| Total Net Assets BOY | 292005 | TotalNetAssetsBOY |
| Total Net Assets EOY | 259625 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 292005 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 259625 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 292005 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32380 | ExcessOfRevenueOverExpenses |
| Subtotal | 259625 | Subtotal |
| Total Net Assets Fund Balances EOY | 259625 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 3400 AMBAC FINL | D | 2012-11-15 | 2012-12-12 | 29510 | 30940 | -1430 | -1430 |
| 1000 FACEBOOK | D | 2012-12-03 | 2012-12-04 | 27200 | 18550 | 8650 | 8650 |
| 50 GOOGLE | D | 2012-11-15 | 2012-12-12 | 34207 | 32345 | 1862 | 1862 |
| 5500 AMBAC FINL | P | 2009-06-23 | 2012-08-01 | 36505 | 33219 | 3286 | 3286 |
| 400 NORFOLK SOUTHERN | P | 2005-01-21 | 2012-05-15 | 27250 | 33014 | -5764 | -5764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6604 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 9082 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 148545 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 235337 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.631201 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 154125 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 285153 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.540499 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 151503 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 511018 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.296473 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 229278 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 494345 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.463802 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 135183 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 682694 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.198014 | DistributionRatioYear5 |
| Total Distribution Ratio | 002.129989 | TotalDistributionRatio |
| Average Distribution Ratio | 000.425998 | AverageDistributionRatio |
| Net Noncharitable Assets | 196116 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 83545 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 150 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 83695 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 129245 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 150 | InvestmentIncomeExciseTax |
| Subtotal | 150 | Subtotal |
| Tax Based On Investment Income | 150 | TaxBasedOnInvestmentIncome |
| Tax Due | 150 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LEONARD A SYLK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6092614300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIGHLAND AVENUE | AddressLine1 |
| City | MERION STATION | City |
| State | PA | State |
| ZIP Code | 19066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LEONARD A SYLK | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIGHLAND AVENUE | AddressLine1 |
| City | MERION STATION | City |
| State | PA | State |
| ZIP Code | 19066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 003.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 173983 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25120 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 199103 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 199103 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2987 | CashDeemedCharitable |
| Net Noncharitable Assets | 196116 | NetNoncharitableAssets |
| Minimum Investment Return | 9806 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9806 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 150 | TaxBasedOnInvestmentIncome |
| Total Tax | 150 | TotalTax |
| Distributable Amount Before Adj | 9656 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 9656 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 9656 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 129245 | ExpensesAndContributions |
| Qualifying Distributions | 129245 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 150 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 129095 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9656 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 101732 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 206505 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 126198 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 140469 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 136908 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 711812 | TotalExcessDistriCarryover |
| Qualifying Distributions | 129245 | QualifyingDistributions |
| Applied To Current Year | 9656 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 119589 | RemainingDistriFromCorpus |
| Total Corpus | 831401 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 101732 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 729669 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 206505 | ExcessFromYear4 |
| Excess From Year3 | 126198 | ExcessFromYear3 |
| Excess From Year2 | 140469 | ExcessFromYear2 |
| Excess From Year1 | 136908 | ExcessFromYear1 |
| Excess From Current Year | 119589 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEONARD A SYLK | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ABRAHAM LINCOLN FDN UNION LEAGUE | |||||
| 140 S BROAD ST | PHILADELPHIA | PA | 19102 | CHARITABLE | $5,250 |
| BARRACK HEBREW ACADEMY | |||||
| 272 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | EDUCATIONAL | $3,000 |
| DRENK FDTN | |||||
| 205 HIGH ST | MT HOLLY | NJ | 08060 | CHARITABLE | $200 |
| FAR HILL RACE MTG ASSOC | |||||
| 110 RED HILL AVE | SOMMERVILLE | NJ | 08876 | CHARITABLE | $570 |
| FRANKLIN AND MARSHALL COLLEGE | |||||
| BOX 3003 | LANCASTER | PA | 17604 | EDUCATIONAL | $1,125 |
| GREATER PHILA FILM OFFICE | |||||
| 1515 ARCH ST | PHILADELPHIA | PA | 19102 | CHARITABLE | $2,000 |
| HAR ZION TEMPLE | |||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | RELIGIOUS | $3,000 |
| KLEIN JEWISH COMMUNITY CTR | |||||
| 10100 JAMISON AVE | PHILADELPHIA | PA | 19116 | CHARITABLE | $1,000 |
| LYCOMING COLLEGE | |||||
| BOX 165 | WILLIAMSPORT | PA | 17701 | EDUCATIONAL | $1,250 |
| MAIN LINE ARTS CENTER | |||||
| 746 PANMURE RD | HAVERFORD | PA | 19041 | CHARITABLE | $3,500 |
| MERION COMMUNITY COALITION | |||||
| BOX 73 | MERION | PA | 19066 | CHARITABLE | $3,000 |
| MIDDLE EAST FORUM | |||||
| 1500 WALNUT ST | PHILADELPHIA | PA | 19102 | EDUCATIONAL | $1,500 |
| MORRIS ARBORETUM | |||||
| 100 NORTHWESTERN AVE | PHILADELPHIA | PA | 19118 | CHARITABLE | $500 |
| PAWS | |||||
| 1615 FITZWATER ST | PHILADELPHIA | PA | 19147 | CHARITABLE | $600 |
| PHILA MUSEUM OF ART | |||||
| BOX 7646 | PHILADELPHIA | PA | 19107 | CHARITABLE | $200 |
| UNITED WAY OF BURLINGTON COUNTY | |||||
| BOX 226 | RANCOCAS | NJ | 08073 | CHARITABLE | $100,000 |
| WOMEN AGAIST ABUSE | |||||
| 100 S BROAD ST | PHILADELPHIA | PA | 19110 | CHARITABLE | $500 |
| WOODMERE ART MUSEUM | |||||
| 924 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 128695 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,176 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6604 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,180 | ExclusionAmount |
| Related Or Exempt Function Income | 6604 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15784 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | LIQUIDATION OF SECURITIES TO PROVIDE CASH FOR CONTRIBUTIONS | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD A SYLK | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HIGHLAND AVE | AddressLine1 |
| City | MERION | City |
| State | PA | State |
| ZIP Code | 19066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 81336 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 3400 AMBAC FINL | 30940 | 2012-11-15 |
| 1 | 50 GOOGLE | 32346 | 2012-11-15 |
| 1 | 1000 FACEBOOK | 18550 | 2012-12-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LIEBERMAN AND COMPANY | Category |
| Amount | $1,200 | Amount |
| Net Investment Income | 650 | NetInvestmentIncome |
| Disbursements Charitable Prps | 550 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (5 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 3400 AMBAC FINL | 2012-11 | D | 2012-12 | 29510 | 30940 | -1430 |
| 1000 FACEBOOK | 2012-12 | D | 2012-12 | 27200 | 18550 | 8650 |
| 50 GOOGLE | 2012-11 | D | 2012-12 | 34207 | 32345 | 1862 |
| 5500 AMBAC FINL | 2009-06 | P | 2012-08 | 36505 | 33219 | 3286 |
| 400 NORFOLK SOUTHERN | 2005-01 | P | 2012-05 | 27250 | 33014 | -5764 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 500 shares of EGAIN COMMUNICATIONS | 4989 | 2250 |
| 1900 shares of AMERICAN CAPITAL AGENCY | 61441 | 54910 |
| 13295 shares of KIWIBOX COM | 68070 | 89 |
| 300 shares of NORFOLK SOUTHERN | 10729 | 18552 |
| 750 shares of THOMSON PLASTICS | 75000 | 75000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PA LICENSE | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | Category |
| Amount | $65 | Amount |
| Net Investment Income | 65 | NetInvestmentIncome |