NEEDLES FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NEEDLES FAMILY FOUNDATION INC (EIN 65-0754688)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349101471
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T12:05:57-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 193804805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650754688 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEEDLES FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEED | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10178 FRESH MEADOW LN | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33498 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY NEEDLES | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD R STIEBRITZ JR CPA | Name |
| Phone | 6104311003 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| 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 | 523738 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
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 | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 17464 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17464 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 17464 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 23701 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 457444 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23701 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 4757 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 162 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 162 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 41330 | TotalRevenueAndExpenses |
| Total Net Investment Income | 41168 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 22386 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 15000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 15000 | CompOfcrDirTrstAdjNetIncm |
| Accounting Fees Rev And Expnss | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1900 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1900 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 2953 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2953 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 2953 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 303 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 303 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 303 | TaxesAdjNetIncm |
| Printing And Pub Rev And Expnss | 175 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 175 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 175 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 20331 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20331 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 20331 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 43310 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 43310 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63641 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20331 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 20331 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43310 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22311 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20837 | NetInvestmentIncome |
| Adjusted Net Income | 2055 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11571 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10456 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10456 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 427060 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 574476 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 513282 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 438631 | TotalAssetsBOY |
| Total Assets EOY | 584932 | TotalAssetsEOY |
| Total Assets EOYFMV | 523738 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 438631 | CapitalStockBOY |
| Capital Stock EOY | 584932 | CapitalStockEOY |
| Total Net Assets BOY | 438631 | TotalNetAssetsBOY |
| Total Net Assets EOY | 584932 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 438631 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 584932 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 438631 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22311 | ExcessOfRevenueOverExpenses |
| Other Increases | 168612 | OtherIncreases |
| Subtotal | 584932 | Subtotal |
| Total Net Assets Fund Balances EOY | 584932 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SHORT-TERM NON-COVERED | P | 203829 | 199099 | 4730 | 4730 |
| LONG-TERM NON-COVERED | P | 246707 | 234644 | 12063 | 12063 |
| CASH IN LIEU | P | 27 | 27 | 27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23701 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 4757 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50708 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 563917 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.089921 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58160 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 550993 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.105555 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 67645 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 853075 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.079295 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 53460 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1133373 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047169 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56129 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1012552 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055433 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.377373 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075475 | AverageDistributionRatio |
| Net Noncharitable Assets | 558153 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42127 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 208 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 42335 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43310 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 208 | InvestmentIncomeExciseTax |
| Subtotal | 208 | Subtotal |
| Tax Based On Investment Income | 208 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 989 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 989 | TotalCreditsAndPayments |
| Overpayment | 781 | Overpayment |
| Amount Credited To Next Year | 781 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | true | 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 | SALLIE NEEDLES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2156356200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10178 FRESH MEADOW LANE | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33498 | ZIPCode |
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 |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SALLIE NEEDLES | ||||||||
| 10178 FRESH MEADOWS LA | BOCA RATON | FL | 33498 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| BETH OST | ||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | SECRETARY | 5.00 | 5000 | 0 | 0 |
| RANDY NEEDLES | ||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | TREASURER | 5.00 | 5000 | 0 | 0 |
| JAY NEEDLES | ||||||||
| 1414 WILLOW AVENUE | ELKINS PARK | PA | 19027 | VICE-PRESIDE | 5.00 | 5000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING TO JEWISH FEDERATION OF PHILADELPHIA | Description1 |
| Expenses1 | 7500 | Expenses1 |
| Description2 | ABRAMSON CENTER FOR JEWISH LIFE | Description2 |
| Expenses2 | 6561 | Expenses2 |
| Description3 | AMERICAN ASSOCIATION OF BEN GURION UNIVERSITY | Description3 |
| Expenses3 | 6050 | Expenses3 |
| Description4 | JEWISH FEDERATION OF SO. PALM BEACH | Description4 |
| Expenses4 | 5000 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 555402 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11013 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 566415 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 566415 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8262 | CashDeemedCharitable |
| Net Noncharitable Assets | 558153 | NetNoncharitableAssets |
| Minimum Investment Return | 27908 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43310 | ExpensesAndContributions |
| Qualifying Distributions | 43310 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 208 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43102 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 43310 | QualifyingDistributions |
| Remaining Distri From Corpus | 43310 | RemainingDistriFromCorpus |
| Total Corpus | 43310 | TotalCorpus |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j5 | X | Section4942j5 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 43310 | CurrentYear |
| Year1 | 50708 | Year1 |
| Year2 | 58160 | Year2 |
| Year3 | 67645 | Year3 |
| Total | 219823 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 43310 | CurrentYear |
| Year1 | 50708 | Year1 |
| Year2 | 58160 | Year2 |
| Year3 | 67645 | Year3 |
| Total | 219823 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18605 | CurrentYear |
| Year1 | 18797 | Year1 |
| Year2 | 18367 | Year2 |
| Year3 | 28436 | Year3 |
| Total | 84205 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RANDY NEEDLES | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 WILLOW AVENUE | AddressLine1 |
| City | ELKINS PARK | City |
| State | PA | State |
| ZIP Code | 19027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN REQUEST SHOWING SPECIFIC USE TO WHICH FUNDS WILL BE PUT. | FormAndInfoAndMaterials |
| Submission Deadlines | JANUARY 31 OF THE FOLLOWING YEAR | SubmissionDeadlines |
| Restrictions On Awards | AS DETERMINED BY THE DIRECTORS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ABRAMSON CTR JEWISH LIFE | ||||||
| 1425 HORSHAM RD | NORTH WALES | PA | 19454 | CHARITY | $6,561 | |
| ADL | ||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | CHARITY | $500 | |
| AFMDA-ARMDI | ||||||
| 19979 BACK NINE DR | BOCA RATON | FL | 33498 | CHARITY | $500 | |
| AICR | ||||||
| PO BOX 97617 | WASHINGTON | DC | 20090 | CHARITY | $25 | |
| AMERBEN GURION UNIV | ||||||
| 261 OLD YORK RD | JENKINTOWN | PA | 19046 | CHARITY | $6,050 | |
| AMERICAN DIABETES | ||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | CHARITY | $100 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | CHARITY | $50 | |
| AMERICAN LUNG ASSOC | ||||||
| PO BOX 7000 | ALBERTLEA | MN | 56007 | CHARITY | $125 | |
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | CHARITY | $500 | |
| BOYS TOWN OF JERUSALEM | ||||||
| 1 PENN PLAZA | NEW YORK | NY | 10119 | CHARITY | $2,500 | SUITE 6250 |
| CYCLE FOR SURVIVAL | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | CHARITY | $500 | 28TH FLOOR |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| PO BOX 96305 | WASHINGTON | DC | 20090 | CHARITY | $50 | |
| DYSAUTONOMIA FOUNDATION | ||||||
| 315 W 39TH ST STE 701 | NEW YORK | NY | 10018 | CHARITY | $250 | |
| FOX CHASE CANCER CENTER | ||||||
| 333 COTTMAN AVE | PHILADELPHIA | PA | 19111 | CHARITY | $500 | |
| GEORGETOWN UNIVERSITY | ||||||
| BOX 57123 | WASHINGTON | DC | 20057 | CHARITY | $500 | |
| HAR ZION TEMPLE | ||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | CHARITY | $2,290 | |
| HOSPICE BY THE SEA | ||||||
| 1531 W PALMETTO PARK RD | BOCA RATON | FL | 33486 | CHARITY | $265 | |
| JEWISH FED SO PALM BEACH | ||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | CHARITY | $5,000 | |
| JEWISH FEDERATION OF PHIL | ||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | CHARITY | $7,500 | |
| MADD | ||||||
| 511 E JOHN CARPENTER FWY | IRVING | TX | 75062 | CHARITY | $100 | |
| MARCH OF DIMES | ||||||
| PO BOX 8659 | PHILADELPHIA | PA | 19101 | CHARITY | $200 | |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | CHARITY | $250 | |
| MOSS REHABILITATION | ||||||
| 5501 OLD YORK RD | PHILADELPHIA | PA | 19141 | CHARITY | $25 | |
| NATIONAL MS SOCIETY | ||||||
| 3201 W COMMERCIAL BLVD | FORT LAUDERDALE | FL | 33309 | CHARITY | $100 | |
| OLD YORK RD TEMPLE BETH A | ||||||
| 971 OLD YORK RD | ABINGTON | PA | 19001 | CHARITY | $4,049 | |
| ORT AMERICA | ||||||
| 75 MAIDIN LANE | NEW YORK | NY | 10038 | CHARITY | $500 | |
| PARALYZED VETERANS OF AMERICA | ||||||
| 7 MILL BROOK ROAD | WILTON | NH | 03086 | CHARITY | $50 | |
| PHILA COLLEGE OF PHARMACY | ||||||
| 600 S 43RD STREET | PHILADELPHIA | PA | 19104 | CHARITY | $500 | |
| PHILA MURAL ARTS | ||||||
| 1727 MT VERNON ST | PHILADELPHIA | PA | 19130 | CHARITY | $1,000 | |
| PHILADELPHIA PAL | ||||||
| 2524 E CLEARFIELD ST | PHILADELPHIA | PA | 19134 | CHARITY | $1,000 | |
| PLATT CADDIE SCHOLARSHIP | ||||||
| 1974 SPROUL RD | BROOMALL | PA | 19008 | CHARITY | $200 | SUITE 400 |
| PROGERIA RESEARCH FOUNDATION | ||||||
| PO BOX 3453 | PEABODY | MA | 01960 | CHARITY | $1,000 | |
| RALLY FOR CURE - BREAST C | ||||||
| PO BOX 1834 | MERRIFIELD | VA | 22116 | CHARITY | $100 | |
| S PALM BEACH PARKINSON FOUNDATION | ||||||
| PO BOX 880145 | BOCA RATON | FL | 33488 | CHARITY | $170 | |
| STJUDE HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | CHARITY | $100 | |
| US OLYMPIC COMM | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | CHARITY | $100 | |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | CHARITY | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 43310 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 25 | ExclusionCode |
| Exclusion | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 25 | ExclusionCode |
| Exclusion | $17,464 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 25 | ExclusionCode |
| Exclusion | $6,881 | ExclusionAmount |
| Related Or Exempt Function Income | 16820 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 162 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,348 | ExclusionAmount |
| Related Or Exempt Function Income | 16982 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 41330 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,900 | Amount |
| Net Investment Income | 1900 | NetInvestmentIncome |
| Adjusted Net Income | 1900 | AdjustedNetIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| SALLIE NEEDLES |
| BETH OST |
| RANDY NEEDLES |
| JAY NEEDLES |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT REQUIRED | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VARIOUS INVESTMENTS | ||
| VARIOUS MUTUAL FUNDS | 107614 | 98560 |
| VARIOUS EQUITIES | 298424 | 264705 |
| OTHER INVESTMENTS | 168438 | 150017 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 162 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 162 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO RECORD INVESTMENTS AT COST | Description |
| Amount | $168,612 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INVESTMENT FEES | $2,851 | 2851 | 2851 |
| BANK CHARGES | $102 | 102 | 102 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PAID TO FOREIGN COUNTRIES ON DIV | $242 | 242 | 242 |
| FLORIDA DEPT OF STATE | $61 | 61 | 61 |