SYLK CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SYLK CHARITABLE TRUST (EIN 23-7809130)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201221309349100702
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T09:13:24-00:00 | 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 | 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 | 2011-01-01 | 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 SYLK | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEROME LIEBERMAN | Name |
| Phone | 2156284100 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| 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 | 208008 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 69722 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 6495 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6495 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1257 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 156978 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1257 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 77474 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7752 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 650 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 650 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 648 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 648 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 16 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1964 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1298 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 650 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 147960 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 147960 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 149924 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1298 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 148610 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -72450 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6454 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23435 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10843 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10843 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 341020 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 281162 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 197165 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 364455 | TotalAssetsBOY |
| Total Assets EOY | 292005 | TotalAssetsEOY |
| Total Assets EOYFMV | 208008 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Retained Earnings BOY | 364455 | RetainedEarningsBOY |
| Retained Earnings EOY | 292005 | RetainedEarningsEOY |
| Total Net Assets BOY | 364455 | TotalNetAssetsBOY |
| Total Net Assets EOY | 292005 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 364455 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 292005 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 364455 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -72450 | ExcessOfRevenueOverExpenses |
| Subtotal | 292005 | Subtotal |
| Total Net Assets Fund Balances EOY | 292005 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| 500 QUAL COM | D | 2010-11-15 | 2011-10-25 | 26443 | 24165 | 2278 | 2278 |
| 1397 BONAVISTA | P | 2005-10-24 | 2011-05-02 | 41723 | 37267 | 4456 | 4456 |
| 2500 BONAVISTA | D | 2011-10-02 | 2011-10-25 | 63562 | 63898 | -336 | -336 |
| 275 BONAVISTA | D | 2011-10-02 | 2011-12-09 | 7122 | 5824 | 1298 | 1298 |
| 700 BONAVISTA | P | 2005-10-24 | 2011-05-02 | 18128 | 18673 | -545 | -545 |
| PNC FNL-CALL | P | 2010-04-23 | 2011-01-22 | 5894 | -5894 | -5894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1257 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2654 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 154125 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 285153 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.540499 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 151503 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 511018 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.296473 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 229278 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 494345 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.463802 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 135183 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 682694 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.198014 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 149398 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 683815 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.218477 | DistributionRatioYear5 |
| Total Distribution Ratio | 001.717265 | TotalDistributionRatio |
| Average Distribution Ratio | 000.343453 | AverageDistributionRatio |
| Net Noncharitable Assets | 235337 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 80827 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 65 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 80892 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 148610 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 65 | InvestmentIncomeExciseTax |
| Subtotal | 65 | Subtotal |
| Tax Based On Investment Income | 65 | TaxBasedOnInvestmentIncome |
| Tax Due | 65 | 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 | 221782 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17139 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 238921 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 238921 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3584 | CashDeemedCharitable |
| Net Noncharitable Assets | 235337 | NetNoncharitableAssets |
| Minimum Investment Return | 11767 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11767 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 65 | TaxBasedOnInvestmentIncome |
| Total Tax | 65 | TotalTax |
| Distributable Amount Before Adj | 11702 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 11702 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 11702 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 148610 | ExpensesAndContributions |
| Qualifying Distributions | 148610 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 65 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 148545 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11702 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 116211 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 101732 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 206505 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 126198 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 140469 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 691115 | TotalExcessDistriCarryover |
| Qualifying Distributions | 148610 | QualifyingDistributions |
| Applied To Current Year | 11702 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 136908 | RemainingDistriFromCorpus |
| Total Corpus | 828023 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 116211 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 711812 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 101732 | ExcessFromYear4 |
| Excess From Year3 | 206505 | ExcessFromYear3 |
| Excess From Year2 | 126198 | ExcessFromYear2 |
| Excess From Year1 | 140469 | ExcessFromYear1 |
| Excess From Current Year | 136908 | 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 |
|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||
| 30 S 15TH ST | PHILA | PA | 19102 | CHARITABLE | $2,500 |
| BARRACK HEBREW ACADEMY | |||||
| 272 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | EDUCATIONAL | $2,800 |
| CHILDREN'S CRISES TREATMENT CENTER | |||||
| 1823 CHESTNUT ST | PHILA | PA | 19130 | CHARITABLE | $2,500 |
| FREE LIBRARY OF PHILA | |||||
| 1901 VINE ST | PHILA | PA | 19103 | EDUCATIONAL | $200 |
| FRANKLIN AND MARSHALL COLLEGE | |||||
| BOX 3003 | LANCASTER | PA | 17604 | EDUCATIONAL | $250 |
| FRIENDS OF ANDULUSIA | |||||
| BOX 158 | ANDULUSIA | PA | 19020 | CHARITABLE | $125 |
| FRIENDS CENTRAL SCHOOL | |||||
| 1101 CITY AVE | WYNNEWOOD | PA | 19096 | EDUCATIONAL | $200 |
| HAR ZION TEMPLE | |||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | RELIGIOUS | $3,000 |
| JEAN RUDDY DANCE ASSOC | |||||
| 1515 BRANDYWINE ST | PHILA | PA | 19130 | CHARITABLE | $250 |
| JEWISH RELIEF AGENCY | |||||
| 116 BALA AVE | BALA CYNWYD | PA | 19004 | CHARITABLE | $250 |
| MERION COMMUNITY COALITION | |||||
| BOX 73 | MERION | PA | 19066 | CHARITABLE | $7,500 |
| MERION CIVIC ASSN | |||||
| BOX 263 | MERION | PA | 19066 | CHARITABLE | $35 |
| MISSION KIDS | |||||
| BOX 413 | BLUE BELL | PA | 19422 | CHARITABLE | $1,000 |
| MURAL ARTS ADVOCATES | |||||
| 1727 MT VERNON ST | PHILA | PA | 19101 | CHARITABLE | $1,000 |
| PA ACADEMY OF FINE ARTS | |||||
| 128 N BROAD ST | PHILA | PA | 19102 | CHARITABLE | $1,000 |
| PHILA MUSEUM OF ART | |||||
| BOX 7646 | PHILA | PA | 19101 | CHARITABLE | $300 |
| ST JOSEPH'S UNIVERSITY | |||||
| 5600 CITY AVE | PHILA | PA | 19131 | EDUCATIONAL | $50 |
| UNITED WAY OF BURLINGTON COUNTY | |||||
| BOX 226 | RANCOCAS | NJ | 08073 | CHARITABLE | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 147960 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,495 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1257 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,495 | ExclusionAmount |
| Related Or Exempt Function Income | 1257 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7752 | 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 | 0001 | 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 AVENUE | AddressLine1 |
| City | MERION STATION | City |
| State | PA | State |
| ZIP Code | 19066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 69722 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LIEBERMAN AND COMPANY | Category |
| Amount | $1,300 | Amount |
| Net Investment Income | 650 | NetInvestmentIncome |
| Disbursements Charitable Prps | 650 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 500 shares of EGAIN COMMUNICATIONS | 4989 | 3455 |
| 900 shares of AMERICAN CAPITAL AGENCY | 26141 | 25272 |
| 13295 shares of KIWIBOX COM | 68070 | 336 |
| 700 shares of NORFOLK SOUTHERN | 43743 | 51002 |
| 750 shares of THOMSON PLASTICS | 75000 | 75000 |
| 30000 shares of COLUMBIA FINL | 30000 | 30000 |
| 5500 shares of AMBAC FINL GROUP | 33219 | 12100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| PA LICENSE | 15 |
| ROUNDING | 1 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Tax on investment income | $301 | 301 | 0 | 0 |
| FOREIGN TAXES | $347 | 347 | 0 | 0 |