WILIAM H AND PATTI A LEHR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILIAM H AND PATTI A LEHR FOUNDATION (EIN 25-6780232)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349100713
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T06:00:46-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256780232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H AND PATTI A LEHR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6108829455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1642 SAUCON VALLEY ROAD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H LEHR | PersonNm |
| Person Title | SETTLOR & TRUSTEE | PersonTitleTxt |
| Phone | 6108829455 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL W MAULFAIR | PreparerPersonNm |
| PTIN | P00744929 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,914,375 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $96 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,994 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,368 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,368 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,458 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,911 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,911 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,047 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,099 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $741,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $741,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,849,930 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $56,848 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $56,848 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $56,747 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $536 | OtherAssetsBOYAmt |
| Other Assets EOY | $599 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $599 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $816,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $805,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,914,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $816,382 | CapitalStockBOYAmt |
| Capital Stock EOY | $805,996 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $816,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $805,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $816,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $805,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $816,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $805,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $805,996 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $418 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM AND PATTI LEHR | IndividualWithBooksNm |
| Phone | 6108829455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1642 SAUCON VALLEY ROAD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H LEHR | ||||||||
| 1642 SAUCON VALLEY ROAD | BETHLEHEM | PA | 18015 | SETTLOR & TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATTI A LEHR | ||||||||
| 1642 SAUCON VALLEY ROAD | BETHLEHEM | PA | 18015 | SETTLOR & TRUSTEE | 1.00 | $0 | $0 | $0 |
| F PETER LEHR | ||||||||
| 1642 SAUCON VALLEY ROAD | BETHLEHEM | PA | 18015 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER LEHR WAGNER | ||||||||
| 1642 SAUCON VALLEY ROAD | BETHLEHEM | PA | 18015 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM H LEHR JR | ||||||||
| 1642 SAUCON VALLEY ROAD | BETHLEHEM | PA | 18015 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,088,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $599 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,134,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,134,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,102,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $418 | TotalTaxAmt |
| Distributable Before Adj | $104,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,721 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,810 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,356 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $95,955 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $66,911 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,911 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,044 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $29,044 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H LEHR | ContributingManagerNm |
| Contributing Manager | PATTI A LEHR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLENTOWN ART MUSEUM | ||||||
| 31 N 5TH ST | ALLENTOWN | PA | 18101 | PC | UNRESTRICTED | $225 |
| ALLENTOWN RESCUE MISSION | ||||||
| 355 HAMILTON STREET | ALLENTOWN | PA | 18101 | PC | UNRESTRICTED | $300 |
| CAY CALGON LIFE HOUSE | ||||||
| 714 W BROAD ST | BETHLEHEM | PA | 18018 | PC | UNRESTRICTED | $1,000 |
| CORNELL UNIVERSITY | ||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | PC | UNRESTRICTED | $500 |
| DAVINCI SCIENCE CENTER | ||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | PC | UNRESTRICTED | $550 |
| FIRST PRESBYTERIAN CHURCH OF ALLENTOWN | ||||||
| 3231 TILGHMAN STREET | ALLENTOWN | PA | 18104 | PC | UNRESTRICTED | $1,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44100 | PC | UNRESTRICTED | $3,000 |
| HAWKEN SCHOOL | ||||||
| 500 CLUBSIDE ROAD | LYNDHURST | OH | 44124 | PC | UNRESTRICTED | $1,000 |
| HISTORIC BETHLEHEM MUSEUM & SITES | ||||||
| 74 WEST BROAD STREET SUITE 260 | BETHLEHEM | PA | 18018 | PC | UNRESTRICTED | $550 |
| LAWRENCE UPPER SCHOOL | ||||||
| 10036 OLDE 8 ROAD | SAGAMORE HILLS | OH | 44067 | PC | UNRESTRICTED | $1,000 |
| LEHIGH VALLEY HEALTH NETWORK | ||||||
| 1249 S CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | PC | UNRESTRICTED | $13,000 |
| LIFEPATH FOUNDATION | ||||||
| 3500 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PC | UNRESTRICTED | $500 |
| MARVINE ELEMENTARY SCHOOL | ||||||
| 1425 LIVINGSTON ST | BETHLEHEM | PA | 18017 | PC | UNRESTRICTED | $3,810 |
| NEW BETHANY MINISTRIES | ||||||
| 333 W 4TH ST | BETHLEHEM | PA | 18015 | PC | UNRESTRICTED | $500 |
| NORTHAMPTON COMMUNITY COLLEGE FOUNDATION | ||||||
| 3835 GREEN POND RD | BETHLEHEM | PA | 18020 | PC | UNRESTRICTED | $1,000 |
| PROJECT OF EASTON INC | ||||||
| 320 FERRY ST | EASTON | PA | 18042 | PC | UNRESTRICTED | $500 |
| SALVATION ARMY | ||||||
| 521 PEMBROKE RD | BETHLEHEM | PA | 18018 | PC | UNRESTRICTED | $500 |
| SECOND HARVEST FOOD BANK | ||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | PC | UNRESTRICTED | $500 |
| ST MARY'S EPISCOPAL CHURCH | ||||||
| 3916 LOCUST WALK | PHILADELPHIA | PA | 19104 | PC | UNRESTRICTED | $500 |
| STATE THEATRE CENTER FOR THE ARTS | ||||||
| 435 NORTHAMPTON STREET | EASTON | PA | 18042 | PC | UNRESTRICTED | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 801 SPRUCE STREET | PHILADELPHIA | PA | 19107 | PC | UNRESTRICTED | $1,000 |
| TURNING POINT OF THE LEHIGH VALLEY | ||||||
| 444 E SUSQUEHANNA ST | ALLENTOWN | PA | 18103 | PC | UNRESTRICTED | $500 |
| WEISENBERG VOLUNTEER FIRE COMPANY | ||||||
| 2500 GOLDEN KEY RD | KUTZTOWN | PA | 19530 | PC | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,435 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,994 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,458 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $56,848 | EOYBookValueAmt |
| EOYFMV | $56,747 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $741,450 | EOYBookValueAmt |
| EOYFMV | $1,849,930 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $536 | BOYBookValueAmt |
| EOY Book Value | $599 | EOYBookValueAmt |
| EOYFMV | $599 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $8,368 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,368 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,368 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,911 | Amt |
| Net Investment Income | $7,911 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PAYMENTS | $2,623 | $0 | $0 |
| FOREIGN TAX | $500 | $500 | $0 |