M VERNA BUTTERER EDUCATIONAL TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- M VERNA BUTTERER EDUCATIONAL TRUST (EIN 23-7751390)
- Tax period
- 2011-02-01 to 2012-01-31
- Filed
- 2012-04-13
- IRS object ID
- 201201049349100400
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-13T05:19:31-07:00 | Timestamp |
| Tax Period End Date | 2012-01-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elissa Kirkegard CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3884 Stump Road | AddressLine1 |
| City | Doylestown | City |
| State | PA | State |
| ZIP Code | 18902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-02-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237751390 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M Verna Butterer Educational Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MVER | NameControl |
| Phone | 2152490503 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 273 | AddressLine1 |
| City | Fountainville | City |
| State | PA | State |
| ZIP Code | 18923 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Elissa J Kirkegard | Name |
| Title | Foundation Manager | Title |
| Date Signed | 2012-04-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELISSA J KIRKEGARD | Name |
| Phone | 2152490440 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5649018 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 149 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 149 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 149 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 230950 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 230950 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 230950 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -14596 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 503867 | GrossSalesPrice |
| Total Revenue And Expenses | 216503 | TotalRevenueAndExpenses |
| Total Net Investment Income | 231099 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 231099 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 51360 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 51360 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5012 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 4936 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1974 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2962 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 61308 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1974 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 54322 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 115388 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 115388 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 176696 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1974 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 169710 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 39807 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 229125 | NetInvestmentIncome |
| Adjusted Net Income | 231099 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 125365 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 92812 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 92812 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 928225 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 996178 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 928225 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 928225 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 1339459 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1567023 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1381640 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3211512 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3124253 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3246341 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 5672514 | TotalAssetsBOY |
| Total Assets EOY | 5712313 | TotalAssetsEOY |
| Total Assets EOYFMV | 5649018 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 1 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 1 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5026338 | CapitalStockBOY |
| Capital Stock EOY | 4890487 | CapitalStockEOY |
| Retained Earnings BOY | 646176 | RetainedEarningsBOY |
| Retained Earnings EOY | 821825 | RetainedEarningsEOY |
| Total Net Assets BOY | 5672514 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5712312 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5672514 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5712313 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5672514 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 39807 | ExcessOfRevenueOverExpenses |
| Subtotal | 5712321 | Subtotal |
| Other Decreases | 9 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5712312 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -14596 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -89 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 316419 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4497190 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07036 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 310580 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3834835 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08099 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 365672 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4070591 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.08983 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 296704 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4785500 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06200 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 263831 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4620237 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05710 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.36029 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07206 | AverageDistributionRatio |
| Net Noncharitable Assets | 4726545 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 340581 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2291 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 342872 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 285097 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4583 | InvestmentIncomeExciseTax |
| Subtotal | 4583 | Subtotal |
| Tax Based On Investment Income | 4583 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5600 | TotalCreditsAndPayments |
| Overpayment | 1017 | Overpayment |
| Amount Credited To Next Year | 1017 | AmountCreditedToNextYear |
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 |
| Form990 T Filed | false | Form990TFiled |
| 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 | BUTTERER.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elissa J Kirkegard Admin | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2152490503 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 273 | AddressLine1 |
| City | Fountainville | City |
| State | PA | State |
| ZIP Code | 18923 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Elissa J Kirkegard | ||||||
| PO Box 273 | Fountainville | PA | 18923 | Administrator | 30.00 | 40860 |
| Carol A Baumhauer | ||||||
| PO Box 723 | Fountainville | PA | 18923 | Trustee | 1.00 | 3500 |
| Robert W Butterer | ||||||
| PO Box 273 | Fountainville | PA | 18923 | Trustee | 1.00 | 3500 |
| Suzanne Barnhurst | ||||||
| PO Box 273 | Fountainville | PA | 18923 | Trustee | 1.00 | 3500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | For every scholarship/loan awarded, 50% is a gift (reported on Part I, Line 25 in the year paid) and 50% is a loan to be repaid five years after graduation or funding from the trust whichever shall occur first (See Loans Receivable for total outstanding loans at 1/31) This represents 50% of the scholarships/loans paid from 2/1 to 1/31 of this fiscal year. | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4586393 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 212130 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4798523 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 4798523 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 71978 | CashDeemedCharitable |
| Net Noncharitable Assets | 4726545 | NetNoncharitableAssets |
| Minimum Investment Return | 236327 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 236327 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4583 | TaxBasedOnInvestmentIncome |
| Total Tax | 4583 | TotalTax |
| Distributable Amount Before Adj | 231744 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 183334 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 415078 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 415078 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 169710 | ExpensesAndContributions |
| Program Related Investments Total | 115387 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 285097 | QualifyingDistributions |
| Adj Qualifying Distributions | 285097 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 415078 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 84659 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44096 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12757 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 141512 | TotalExcessDistriCarryover |
| Qualifying Distributions | 285097 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 285097 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 129981 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 129981 | ExcessDistriCyovAppliedCY |
| Total Corpus | 11531 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 11531 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 11531 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | M VERNA BUTTERER EDUCATIONAL TRUST | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1 |
| City | FOUNTAINVILLE | City |
| State | PA | State |
| ZIP Code | 18923 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2152490503 | RecipientPhoneNumber |
| Form And Info And Materials | The form in which application should be submitted is available through public and private high school guidance departments as well as colleges and universities in Bucks County.The Educational Trust distributes applications by mail to any individual that makes the request.The application form is attached hereto and now available on line at the website of the organization. | FormAndInfoAndMaterials |
| Submission Deadlines | MARCH 15 | SubmissionDeadlines |
| Restrictions On Awards | Restricted to Bucks County, PA needy residents | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BURKE JENNIFER | |||||||
| 71 Candle Rd | Levittown | PA | 19057 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $3,626 |
| Stackhouse Keith | |||||||
| c/o Bloom 253 Prince William Way | Chalfont | PA | 18914 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $2,178 |
| Serafine Reanna | |||||||
| 3726 Stump Rd | Doylestown | PA | 18902 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $3,839 |
| Scheckler Gregory | |||||||
| 70 Brick Church Rd | Pipersville | PA | 18947 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $7,000 |
| Petitti Denny | |||||||
| PO Box 1087 | Bristol | PA | 19007 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $2,011 |
| Oza Dhwani | |||||||
| 3212 Adams Ct | Bensalem | PA | 19020 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $436 |
| Olindo Nicholas | |||||||
| 341 E Branch Rd | Sellersville | PA | 18960 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $3,911 |
| Murray Andrew | |||||||
| 745 Elm St | Langhorne | PA | 19047 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $6,175 |
| Muro Emily | |||||||
| 898 Coolidge Ct | Warrington | PA | 18976 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $7,000 |
| Kearns Shane | |||||||
| 513 McGlynn Rd | Warminster | PA | 18974 | NONE | N/A | EDUCATIONAL SCHOLARSHIP | $5,783 |
| Wollman Ashley | |||||||
| 431 Knollbrook Drive | Langhorne | PA | 19047 | NONE | N/A | Educational Scholarship | $7,000 |
| Spaeth Zachary | |||||||
| 138 Lawn Avenue | Sellersville | PA | 18960 | NONE | N/A | Educational Scholarship | $7,000 |
| Phipps Emily | |||||||
| 1016 Diamond Street | Sellersville | PA | 18960 | NONE | N/A | Educational Scholarship | $2,965 |
| Maginnis Ilene | |||||||
| 40 Lenape Drive | Sellersville | PA | 18960 | NONE | N/A | Educational Scholarship | $7,000 |
| Badman Kyle | |||||||
| 1550 Old Plains Road | Pennsburg | PA | 18073 | NONE | N/A | Educational Scholarship | $7,000 |
| WALTON TYLER | |||||||
| 522 Geigel Hill Road | Ottsville | PA | 18942 | NONE | N/A | Educational Scholarship | $7,000 |
| SCHECKLER JULIE | |||||||
| 70 Brick Church Road | Pipersville | PA | 18947 | NONE | N/A | Educational Scholarship | $3,500 |
| MURO KIMBERLY | |||||||
| 898 Coolidge Court | Warrington | PA | 18976 | NONE | N/A | Educational Scholarship | $4,444 |
| MAUS MILES | |||||||
| 769 Cherry Lane | Southampton | PA | 18966 | NONE | N/A | Educational Scholarship | $1,044 |
| ERNST ELIZABETH | |||||||
| 618 CLAY AVENUE | LANGHORNE | PA | 19047 | NONE | N/A | Educational Scholarship | $2,280 |
| Fusaro Patrick | |||||||
| c/o Bloom 253 Pr Wm Way | Chalfont | PA | 18914 | NONE | N/A | Educational Scholarship | $5,965 |
| Fusaro Krystylynn | |||||||
| 747 E Beaver Ave Apt 109 | State College | PA | 16802 | NONE | N/A | Educational Scholarship | $3,500 |
| Parkins Rachael | |||||||
| 225 Bradley Court | Holland | PA | 18966 | None | N/A | Educational Scholarship | $8,525 |
| Abbate Jennifer | |||||||
| PO Box 286 | Upper Black Eddy | PA | 18972 | None | N/A | Educational Scholarship | $3,500 |
| Boland Maria | |||||||
| 55 Stone Edge Road | Sellersville | PA | 18960 | None | N/A | Educational Scholarship | $2,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 115388 | 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 | $149 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $230,950 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -14596 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $231,099 | ExclusionAmount |
| Related Or Exempt Function Income | -14596 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 216503 | TotalPartXVIA |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (18 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JP MORGAN CHASE 5.85% | 100000 | 102452 |
| GOLDMAN SACHS 6.45% | 191512 | 193788 |
| CREDIT SUISSE 5.4% | 94496 | 101130 |
| BAC CAPITAL TRUST II | 44995 | 47480 |
| ALCOA | 123625 | 143308 |
| HARTFORD 6% | 265440 | 306423 |
| MORGAN STANLEY 6% | 185555 | 210722 |
| KINDER MORGAN 6.5% | 151130 | 15250 |
| GOODYEAR TIRE & RUBBER | 150755 | 177795 |
| SEARS 6.75% | ||
| GENERAL ELECTRIC | 300005 | 307680 |
| TCI COMMUNICATIONS | 76804 | 97994 |
| HERTZ CORPORATION | 108079 | 101310 |
| FORD MOTOR CREDIT | 191966 | 213750 |
| Weyerhaeuser | 302629 | 311487 |
| NationsBank | 297754 | 286983 |
| First Union Cap | 184254 | 210542 |
| Aetna Services | 355254 | 418247 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GENERAL MOTORS *B | 48370 | 9572 |
| GENERAL MOTORS *A | 62340 | 13859 |
| GENERAL MOTORS | 92844 | 24212 |
| INVESCO VK GR & INC (NAME CHANGE) | 1363469 | 1333997 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WRITE OFF CLIFT LOANS RECEIVEABLE | Description |
| Amount | $9 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Website Domain Name | 530 | 530 | |
| Telephone Expense | 505 | 505 | |
| Safe Deposit | 125 | 125 | |
| Postage Expense | 362 | 362 | |
| Office Supplies | 779 | 779 | |
| Misc Expense | 29 | 29 | |
| Meeting Expense | 661 | 661 | |
| Liability Insurance | 1250 | 1250 | |
| Dues | 695 | 695 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 1 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Deposits | Category |
| Amount | $5,012 | Amount |