JOSEPH C SCOTT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH C SCOTT FOUNDATION (EIN 26-3892199)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201221369349102472
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T17:39:12-07:00 | 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 | DONN PATTON CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2484 FIFE DR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15241 | 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 | 263892199 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH C SCOTT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 2158847542 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 THE FAIRWAY | AddressLine1 |
| City | JENKINTOWN | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA S SCOTT | Name |
| Title | TRUSTEE | Title |
| Phone | 2158847542 | Phone |
| Date Signed | 2012-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONN PATTON | Name |
| Phone | 4128335077 | Phone |
| Date Prepared | 2012-05-15 | 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 | 2894862 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 179304 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 179304 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 179304 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 179304 | TotalRevenueAndExpenses |
| Total Net Investment Income | 179304 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 179304 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 528 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 528 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 528 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 528 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 29930 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 29930 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 29930 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 29930 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1868 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 1868 | TaxesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 32326 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 30458 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 32326 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 30458 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 150300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 150300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 182626 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 30458 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 32326 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 180758 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3322 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 148846 | NetInvestmentIncome |
| Adjusted Net Income | 146978 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 126826 | CashBOY |
| Cash EOY | 188667 | CashEOY |
| Cash EOYFMV | 188667 | CashEOYFMV |
| Investments Govt Oblig EOY | 513693 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 505526 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2408362 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1829506 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2200669 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2535188 | TotalAssetsBOY |
| Total Assets EOY | 2531866 | TotalAssetsEOY |
| Total Assets EOYFMV | 2894862 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2491556 | CapitalStockBOY |
| Capital Stock EOY | 2461626 | CapitalStockEOY |
| Retained Earnings BOY | 43632 | RetainedEarningsBOY |
| Retained Earnings EOY | 70240 | RetainedEarningsEOY |
| Total Net Assets BOY | 2535188 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2531866 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2535188 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2531866 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2535188 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3322 | ExcessOfRevenueOverExpenses |
| Subtotal | 2531866 | Subtotal |
| Total Net Assets Fund Balances EOY | 2531866 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 124749 | QualifyingDistributionsYear1 |
| One Percent Net Investment Income | 1488 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1488 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 180758 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1488 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1488 | Subtotal |
| Tax Based On Investment Income | 1488 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 37 | PenaltyForUnderpayment |
| Tax Due | 1525 | TaxDue |
| Amount Credited To Next Year | 0 | 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 |
| 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 | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 | DONN PATTON CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4128335077 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2484 FIFE DRIVE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15241 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PATRICIA S SCOTT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 THE FAIRWAYS 182 WOODSIDE | AddressLine1 |
| City | RYDAL | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 1488 | TaxBasedOnInvestmentIncome |
| Total Tax | 1488 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 180758 | ExpensesAndContributions |
| Qualifying Distributions | 180758 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1488 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 179270 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 148408 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year1 | 29557 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 29557 | TotalExcessDistriCarryover |
| Qualifying Distributions | 180758 | QualifyingDistributions |
| Remaining Distri From Corpus | 180758 | RemainingDistriFromCorpus |
| Total Corpus | 210315 | TotalCorpus |
| Taxable Amount2 | 148408 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 210315 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 29557 | ExcessFromYear1 |
| Excess From Current Year | 180758 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| OPERA COMPANY OF PHILADELPHIA | ||||||
| 1420 LOCUST STREET SUITE 201 | PHILADELPHIA | PA | 19102 | 501(c)3 | support toTo provide publicorganization | $10,000 |
| ABINGTON MEMORIAL HOSPITAL FOUNDATION | ||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 501(c)3 | support to localTo provide publichospital | $10,000 |
| ABINGTON PAL | ||||||
| 1166 OLD YORK ROAD | ABINGTON | PA | 19001 | 501(c)3 | crime and violenceReduce juvenile | $5,000 |
| ABINGTON FRIENDS SCHOOL | ||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | 501(c)3 | of childrenSupport education | $20,000 |
| DRUDING CENTER PROJECT RAINBOW | ||||||
| 521 MOREDON ROAD | HUNTINGDON VALLEY | PA | 19006 | 501(c)3 | battered womenSupport for | $5,000 |
| ALS FOUNDATION | ||||||
| 321 NORRISTOWN ROAD | AMBLER | PA | 19002 | 501(c)3 | & treatmentSupport research | $1,000 |
| THE CENTER FOUNDATION | ||||||
| 220 NORTH JACKSON ST 2ND FL | MEDIA | PA | 19063 | 501(c)3 | teen parentsSupport women & | $3,000 |
| PENNYPACK ECOLOGICAL TRUST | ||||||
| 2955 EDGE HILL ROAD | HUNTINGDON VALLEY | PA | 19006 | 501(c)3 | Preserve land | $2,500 |
| THE GEORGE FUND | ||||||
| 8765 STENTON AVENUE | WYNDMOOR | PA | 19038 | 501(c)3 | Hospice care | $2,000 |
| CURRY COLLEGE | ||||||
| 1071 BLUE HILL AVENUE | MILTON | MA | 02186 | 501(c)3 | educationSupport of | $25,000 |
| AUSTIN SCHOOL PREP | ||||||
| 101 WILLOW STREET | READING | MA | 01867 | 501(c)3 | EducationSupport of | $5,000 |
| HUNTINGDON VALLEY ACTIVITIES ASSOC | ||||||
| PO BOX 155 | HUNTINGDON VALLEY | PA | 19006 | 501(c)3 | mission of theSupport theOrganization | $500 |
| PA CENTER ADAPTED SPORTS | ||||||
| 4 BOAT HOUSE ROW | PHILADELPHIA | PA | 19130 | 501(c)3 | mission of theSupport theOrganization | $15,000 |
| MCKINLEY FIRE COMPANY | ||||||
| 893 JENKINTOWN ROAD | ELKINS PARK | PA | 19027 | 501(c)3 | SafetySupport Public | $1,000 |
| PRESBY'S INSPIRED LIFE | ||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 501(c)3 | Medical CenterSupport the | $40,000 |
| CHILDREN'S TUMOR FOUNDATION | ||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 10005 | 501(c)3 | Affected byAid familiesNeurofibromatoses | $1,000 |
| FOLDS OF HONOR FOUNDATION | ||||||
| 5800 NORTH PATRIOT DRIVE | OWASSO | OK | 74055 | 501(c)3 | Mission of theSupport theOrganization | $1,000 |
| HIWAY THEATRE | ||||||
| 212 OLD YORK ROAD | JENKINTOWN | PA | 19046 | 501(c)3 | ArtsSupport of the | $1,000 |
| MANN CENTER FOR PERFORMING ARTS | ||||||
| 123 SOUTH BROAD STREET | PHILADELPHIA | PA | 19109 | 501(c)3 | ArtsSupport of the | $2,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON | ||||||
| PO BOX 780 | NEW YORK | NY | 10008 | 501(c)3 | of theSupport the missionOrganization | $200 |
| WASHINGTON CROSSING FOUNDATION | ||||||
| PO BOX 503 | LEVITTOWN | PA | 19058 | 501(c)3 | of theSupport the missionOrganization | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 150300 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 179304 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 179304 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 179304 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 5 & 7 | The dividends, interest and capital gains have increased the |
| 5 & 7 | resources available to the Foundation and will enable it |
| 5 & 7 | to continue to fund charities that help the community. |
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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | PATRICIA S SCOTT | 1515 THE FAIRWAY | JENKINTOWN | PA | 19046 | 2211491 | X | X |
| 2 | PATRICIA S SCOTT | 1515 THE FAIRWAY | JENKINTOWN | PA | 19046 | 301832 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 20,137 SHS OF KRAFT FOODS | 535040 | 2008-12-26 |
| 1 | 29,100 SHS OF ALTRIA GROUP | 437082 | 2008-12-26 |
| 1 | 29,100 SHS OF PHILIP MORRIS INT'L | 1239369 | 2008-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| Donn Patton, CPA Accounting & Tax | $409 |
| Quickbooks Accounting & Tax | $119 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AXA Advisors - Account 6150-2901 | 1355491 | 1744045 |
| AXA Advisors - Account 3143-5448 | 474015 | 456624 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 513693 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 505526 | USGovtSecuritiesEOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AXA Advisors Investment | Category |
| Amount | $29,930 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | Category |
| Amount | $1,868 | Amount |
| Adjusted Net Income | 1868 | AdjustedNetIncome |