THE HARRIETTE STEELMAN AND CHARLES: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE HARRIETTE STEELMAN AND CHARLES (EIN 22-2630429)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-05-21
- IRS object ID
- 202641419349101004
- Schema version
- 2025v4.0
- 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
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-21T13:14:57-04:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232039016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL BOHORAD THORNBURG PRICE&CAMPION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 W NORWEGIAN ST PO BOX 1280 | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 179017280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222630429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRIETTE STEELMAN AND CHARLES | BusinessNameLine1Txt |
| Business Name Line2 | L TABAS FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 5705168325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MID PENN BANK PO BOX 660 | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MID PENN BANK | PersonNm |
| Person Title | TRUSTEE 1/27/20 | PersonTitleTxt |
| Phone | 5705168325 | PhoneNum |
| Signature | 2026-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J CAMPION JR | PreparerPersonNm |
| PTIN | P00027851 | PTIN |
| Phone | 5706221811 | PhoneNum |
| Preparation | 2026-05-19 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $24,246 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,231 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24,246 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $83,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,929 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $83,929 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,741 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $7,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $131,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,901 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $115,175 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,349 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $115,338 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $115,338 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $805 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $138,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,161 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,161 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,161 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$209,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $115,175 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $315,394 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,260,385 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $1,195,749 | CorporateBondsBOYAmt |
| Other Assets BOY | $10,944 | OtherAssetsBOYAmt |
| Total Assets BOY | $3,782,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,782,552 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,782,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,782,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,782,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$209,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75,353 | OtherIncreasesAmt |
| Subtotal | $3,648,362 | SubtotalAmt |
| Other Decreases | $3,648,362 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,741 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $87 | SubtotalAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,013 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,013 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID PENN BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5705168325 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 660 | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD TABAS | ||||||||
| 737 MONTGOMERY AVE | NARBERTH | PA | 19072 | TRUSTEE LIMI | 1.00 | $0 | $0 | $0 |
| NANCY T FLEMING | ||||||||
| 524 MAIN ST 103 | HONESDALE | PA | 18431 | TRUSTEE LIMI | 1.00 | $0 | $0 | $0 |
| MID PENN BANK | ||||||||
| PO BOX 660 | POTTSVILLE | PA | 17901 | TRUSTEE 1/27 | 2.00 | $18,349 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,244,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $456 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,517,660 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,517,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,464,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87 | TotalTaxAmt |
| Distributable Before Adj | $173,158 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,158 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,158 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,161 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $203,161 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,161 | UndistributedIncomePYAmt |
| Qualifying Distributions | $203,161 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,161 | AppliedToYear1Amt |
| Undistributed Income CY | $173,158 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MID PENN BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 660 | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5705168325 | RecipientPhoneNum |
| Recipient Email Address | KAREN.KENDERDINE@MIDPENNBANK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION BY LETTER - NO FORMAL REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUEST MUST BE MADE BY A CHARITY THAT QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF PENNSYLVANIA | |||||||||
| PO BOX 60173 | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE FOR EDUCATION | $4,000 | ||
| AMERICAN FRIENDS OF MAGEN DAVID | |||||||||
| 20 W 36TH STREET 1100 | NEW YORK | NY | 10018 | NONE | PC | PUBLIC CHARITY | $3,000 | ADOM | |
| AMERICANS UNITED FOR SEPARATION OF | |||||||||
| 1310 L STREET NW STE 200 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE FOR RELIGIOUS FREEDOM | $1,000 | CHURCH AND STATE | |
| ANDREW C DEMARCO FOUNDATION | |||||||||
| 206 DURHAM WAY | LANSDALE | PA | 19446 | NONE | PC | CHARITABLE FOR MEDICAL RESEARCH | $3,000 | ||
| ANTI-DEFAMATION LEAGUE | |||||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE FOR JEWISH RELIGION | $4,000 | ||
| ASHER HOUSE | |||||||||
| PO BOX 2159 | ESTACADO | OR | 97023 | NONE | PC | CHARITABLE FOR ANIMAL RESCUE | $5,000 | ||
| BETH ISRAEL CONGREGATION | |||||||||
| PO BOX 13249 | JACKSON | MS | 392363249 | NONE | PC | CHARITABLE FOR RELIGION | $1,000 | ||
| BRIDGEPORT FIRE COMPANY | |||||||||
| 72 W 4TH STREET | BRIDGEPORT | PA | 19405 | NONE | PC | CHARITABLE FOR COMM. FIRE COMPANY | $1,000 | ||
| CEASEFIRE PENNSYLVANIA EDUCATION | |||||||||
| PO BOX 60095 | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE FOR PUBLIC MEDIA | $1,000 | FUND | |
| CHOLANGIOCARCINOMA FOUNDATION | |||||||||
| 5526 W 13400 SOUTH 510 | HERRIMAN | UT | 84096 | NONE | PC | CHARITABLEE FOR MEDICAL RESEARCH | $10,000 | ||
| CROHNS & COLITIS FOUNDATION | |||||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE FOR MEDICAL RESEARCH | $1,500 | ||
| DAILY BREAD COMMUNITY FOOD PANTRY | |||||||||
| 3938 RIDGE PIKE | COLLEGEVILLE | PA | 19426 | NONE | PC | CHARITABLE FOR FOOD PANTRY | $5,000 | ||
| DELAWARE RIVERKEEPER NETWORK | |||||||||
| 925 CANAL STREET | BRISTOL | PA | 19007 | NONE | PC | CHARITABLE FOR ENVIRONMENT | $1,500 | 7TH FLOOR SUITE 3701 | |
| DESSIN ANIMAL SHELTER | |||||||||
| 138 MILLER DRIVE | HONESDALE | PA | 18431 | NONE | PC | CHARITABLE FOR ANIMAL SHELTER | $10,000 | ||
| GAUDENZIA INC | |||||||||
| 106 W MAIN ST | NORRISTOWN | PA | 19401 | NONE | PC | PUBLIC CHARITY | $1,000 | ||
| GREEN AMENDMENTS FOR THE | |||||||||
| 925 CANAL ST NO 3701 | CARLISLE | PA | 17013 | NONE | PC | CHARITABLE FOR ENVIRONMENT | $1,500 | GENERATIONS | |
| HADASSAH | |||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE FOR JEWISH WOMEN | $1,000 | ||
| HISTORIC YELLOW SPRINGS INC | |||||||||
| 1685 ART SCHOOL ROAD | CHESTER SPRINGS | PA | 19425 | NONE | PC | CHARITABLE FOR EDUCATION | $5,080 | PO BOX 62 | |
| JEWISH WAR VETERANS | |||||||||
| 1811 R STREET NW | WASHINGTON | DC | 20009 | NONE | PC | CHARITABLE FOR VETERANS | $1,000 | ||
| LAMANCHA ANIMAL RESCUE | |||||||||
| 855 DOE RUN RD | COATESVILLE | PA | 19320 | NONE | PC | CHARITABLE FOR ANIMAL RESCUE | $2,500 | ||
| LAUREL HOUSE | |||||||||
| PO BOX 764 | NORRISTOWN | PA | 19404 | NONE | PC | CHARITABLE FOR DOMESTIC VIOLENCE | $2,000 | ||
| LOWER MERION TOWNSHIP POLICE | |||||||||
| 71 EAST LANCASTER AVENUE | ARDMORE | PA | 19003 | NONE | GOV | CHARITABLE FOR EDUCATION | $1,000 | DEPTOFF SETZER MEM SCHOL FD | |
| MANNA ON MAIN STREET | |||||||||
| 606 MAIN STREET | LANSDALE | PA | 19446 | NONE | PC | CHARITABLE FOR FOOD PANTRY | $5,000 | ||
| MATTIE DIXXON COMMUNITY CUPBOARD | |||||||||
| 150 N MAIN ST | AMBLER | PA | 19002 | NONE | PC | CHARITABLE FOR FOOD PANTRY | $5,000 | PO BOX 367 | |
| MISSION KIDS | |||||||||
| 180 W GERMANTOWN PIKE | EAST NORRITON | PA | 19401 | NONE | PC | PUBLIC CHARITY | $5,000 | SUITE 1 | |
| MITZVAH CIRCLE | |||||||||
| 2562 BLVD OF THE GENERALS | NORRISTOWN | PA | 19403 | NONE | PC | CHARITABLE FOR RELIGION | $12,581 | SUITE 100 | |
| NARBETH AMBULANCE | |||||||||
| 101 SIBLEY AVENUE | ARDMORE | PA | 19003 | NONE | PC | CHARITABLE FOR COMM. AMBULANCE | $1,000 | ||
| NATIONAL BASEBALL HALL OF FAME | |||||||||
| 25 MAIN STREET | COOPERSTOWN | NY | 13326 | NONE | PC | CHARITABLE FOR ATHLETES | $7,500 | ||
| NATIONAL PUBLIC RADIO | |||||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | NONE | PC | CHARITABLE FOR PUBLIC MEDIA | $2,500 | ||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE FOR ENVIRONMENT | $40,000 | ||
| NEGRO LEAGUES BASEBALL MUSEUM | |||||||||
| 1616 EAST 18TH STREET | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE FOR AFRICAN-AMER ATHLETES | $1,000 | ||
| NEW ISRAEL FUND | |||||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | NONE | PC | CHARITABLE FOR RELIGION | $2,000 | ||
| NORTH SHORE ANIMAL LEAGUE AMERICA | |||||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | PC | CHARITABLE FOR ANIMAL SHELTER | $6,000 | ||
| NURSE FAMILY PARTNERSHIP | |||||||||
| 1097 COMMERCIAL AVENUE | EAST PETERSBURG | PA | 17520 | NONE | PC | CHARITABLE FOR EDUCATION | $1,000 | ||
| OPERATION TINY HOME | |||||||||
| 620 STEARNS LN | OAKLAND | OR | 97462 | NONE | PC | PUBLIC CHARITY | $2,000 | ||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||
| 630 THIRD AVENUE | NEW YORK | NY | 100176745 | NONE | PC | PUBLIC CHARITY | $3,000 | 15TH FLOOR | |
| PENN STATE DICKINSON LAW | |||||||||
| 150 S COLLEGE ST | CARLISLE | PA | 17013 | NONE | GOV | CHARITABLE FOR EDUCATION | $2,500 | STEELE FAMILY LEADERSHIP PROGRAM | |
| PLAYING FOR CHANGE FOUNDATION | |||||||||
| 171 PIER AVE NO 271 | SANTA MONICA | CA | 90405 | NONE | PC | PUBLIC CHARITY | $2,000 | ||
| PUBLIC BROADCASTING SERVICE | |||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PC | CHARITABLE FOR PUBLIC MEDIA | $2,500 | ||
| RELIGIOUS ACTION CENTER OF REFORM | |||||||||
| 2027 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE FOR RELIGION | $2,000 | JUDAISM | |
| UKRAINE TRUST CHAIN | |||||||||
| PO BOX 6142 | EVANSTON | IL | 60202 | NONE | PC | PUBLIC CHARITY | $5,000 | ||
| VARIETY CHILDREN'S CHARITY | |||||||||
| 2950 POTSHOP RD | WORCESTER | PA | 19490 | NONE | PC | CHARITABLE FOR MEDICAL RESEARCH | $15,000 | ||
| WHYY | |||||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | PC | CHARITABLE FOR PUBLIC MEDIA | $2,500 | ||
| WIKIMEDIA FOUNDATION INC | |||||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | NONE | PC | CHARITABLE FOR EDUCATION | $1,000 | ||
| WOERTH IT HOLLOW INC | |||||||||
| 269 COOPER DR | KIRKWOOD | PA | 17536 | NONE | PC | CHARITABLE FOR HEALTH | $5,000 | ||
| WORLD CENTRAL KITCHEN | |||||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE FOR FOOD PANTRY | $5,000 | 7TH FLOOR | |
| ZION BAPTIST CHURCH | |||||||||
| 219 W SPRING AVENUE | ARDMORE | PA | 19003 | NONE | PC | CHARITABLE FOR RELIGION | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,161 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FERRELLGAS PARTNERS, L.P. | Desc |
| Exclusion | 14 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,246 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,741 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR GRANTS | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $7,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,916 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm |
|---|
| ALLEGHANY CORP 5/18/20 3625% |
| ARBOR REALTY TRUST INC PFD E |
| BANK OF AMERICA CORP 12/22/21 2% |
| BANK OF AMERICA CORP 3/2/22 2.75% |
| BANK OF AMERICA CORP 3/3/22 3.3% |
| BANK OF AMERICA CORP PFD QQ |
| BOEING CO CR SEN SR 11/2/20 3.25% |
| BRISTOL MYERS SQUIBB 11/13/20 1.125% |
| CITIGROUP INC 3/31/21 2% |
| EXXON MOBIL CORP 8/16/19 2.44% |
| FEDERAL AGRICULTURAL MORT PFD G |
| FEDERAL AGRICULTURAL MORG CORP PRE E |
| FFCB CONS BD 2/2/23 4.05% |
| FEDERATED HERMES FLOATING RATE STRAT |
| FEDERATED HERMES TOTAL RETURN BD FD |
| FEDERATED HERMES TOTAL RET GOVT BD |
| FORD MOTOR CO 7/16/99 7.45% |
| GENERAL MOTORS FIN CO 6/22/20 2.75% |
| GOLDMAN SACHS GROUP 4/30/21 2.25% |
| GOLDMAN SACHS GROUP 12/14/21 2% |
| GOLDMAN SACHS GROUP 1/31/22 2% |
| GOLDMAN SACHS GROUP 2/28/22 3% |
| ISHARES CORE AGGREGATE BOND ETF |
| JP MORGAN CHASE & CO PREFERRED MM |
| JP MORGAN CHASE & CO PFD LL |
| JPMORGAN CHASE & CO 9/30/20 1.5% |
| JPMORGAN CHASE & CO 12/22/20 1% |
| QUALCOMM INC GLBL 11/20/20 1.3% |
| RADNOR TWP PA 12/3/20 1.45% |
| RTX CORP 5/18/20 2.25% |
| CHARLES SCHWAB CORP PREFERRED J |
| US WEST COMMUNICATIONS 9/15/95 7.25% |
| VERIZON MD INC 6/16/03 5.125% |
| WELLS FARGO & CO PREFERRED DD |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm |
|---|
| AT&T INC |
| AIR PRODUCTS & CHEMICAL INC |
| ALPHABET INC CL A |
| ALTRIA GROUP INC |
| AMGEN INC |
| ANNALY CAPITAL MANAGEMENT, INC |
| APPLE INC |
| ARCHER DANIELS MIDLAND CO |
| BANK OF NEW YORK MELLON CORP |
| BECTON DICKINSON & CO |
| BERKSHIRE HATHAWAY INC CLASS B |
| BRISTOL MYERS SQUIBB CO |
| BROADCOM INC |
| CVS HEALTH CORP |
| CHEVRON CORPORATION |
| CISCO SYSTEMS INC |
| CITIGROUP INC |
| CLOROX CO |
| COMCAST CORPORATION CL A |
| CONESTOGA SMALL CAP INSTITUTIONAL |
| CORNING INC |
| CORTEVA INC |
| CUMMINS INC |
| DISNEY WALT CO |
| DOLLAR GENERAL CORP |
| DOW INC |
| DUKE ENERGY CORP |
| DUPONT DE NEMOURS INC |
| EDISON INTL |
| EMERSON ELECTRIC CO |
| EQUIFAX INC |
| EXXON MOBIL CORP |
| META PLATFORMS INC CL A |
| FASTENAL CO |
| FEDERATED HERMES STRATEGIC VALUE FD |
| FIDELITY NATL INFORMATION SVCS |
| GE HEALTHCARE TECHNOLOGIES INC |
| GE AEROSPACE |
| GE VERNOVA INC |
| GENERAL MILLS INC |
| GENERAL MOTORS CO |
| GENUINE PARTS CO |
| GILEAD SCIENCES INC |
| HARBOR CAPITAL APPRECIATION FUND |
| HASBRO INC |
| HUNTINGTON BANCSHARES INC |
| ILLINOIS TOOL WORKS INC |
| INTEL CORP |
| INTERNATIONAL BUSINESS MACHINES |
| INTERNATIONAL PAPER CO |
| IQVIA HOLDINGS INC |
| ISHARES CORE INTERNATL AGG BOND FUND |
| JOHNSON & JOHNSON |
| KLA CORPORATION |
| KINDER MORGAN INC |
| LAZZARD LTD |
| LENNAR CORP |
| LOCKHEED MARTIN CORP |
| MFS INTL DIVERSIFICATION I |
| MASTERCARD INC |
| MERCK & CO INC |
| MICROSOFT CORP |
| MICROCHIP TECHNOLOGY INC |
| NEWMONT CORPORATION |
| NIKE INC |
| PFIZER INC |
| PHILLIPS 66 |
| PROCTER & GAMBLE CO |
| QUALCOMM INC |
| RESTAURANT BRANDS INTL INC |
| T ROWE PRICE BLUE CHIP GROWTH I |
| SPDR S&P 500 |
| SPDR SERIES TRUST S&P 500 GROWTH |
| SANOFI AVENTIS ADR |
| SCHLUMBERGER |
| SIMON PROPERTY GROUP INC |
| SOUTHERN COMPANY |
| T MOBILE US INC |
| TAIWAN SEMICONDUCTOR MFG LTD |
| TEXAS INSTRUMENTS INC |
| 3M CO |
| TRUIST FINANCIAL CORPORATION |
| US BANCORP |
| UNITED PARCEL SERVICE INC CL B |
| VALERO ENERGY CORP |
| VANGUARD HIGH DIVIDEND YIELD IND ADM |
| VENTAS INC |
| VERIZON COMMUNICATIONS INC |
| VERTEX PHARMACEUTICALS INC |
| WASTE MANAGEMENT INC |
| WEYERHAEUSER COMPANY |
| INVESCO LTD SHARES |
| MEDTRONIC PLC |
| NXP SEMICONDUCTORS N V |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ASSETS TRANSFERRED TO SUCCESSOR ORGANIZATION, THE HARRIETTE STEELMAN & CHARLES L. TABAS PERPETUAL CHARITABLE TRUST. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $115,338 | LegalFeesAmt |
| Net Investment Income | $115,338 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $10,944 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (26 entries)
| DescDesc | AmtAmt |
|---|---|
| LOSS ON SALE OF 170 SHS AT&T INC | $80 |
| LOSS ON SALE OF 15 SHS BECTON DICKINSON & COMPANY | $905 |
| LOSS ON SALE OF 10 SHS BECTON DICKINSON & COMPANY | $506 |
| LOSS ON SALE OF 5 SHS BECTON DICKINSON & COMPANY | $284 |
| LOSS ON SALE OF 10 SHS BECTON DICKINSON & COMPANY | $716 |
| LOSS ON SALE OF 10 SHS BECTON DICKINSON & COMPANY | $746 |
| LOSS ON SALE OF 17.411 SHS GENERAL MOTORS CO | $104 |
| LOSS ON SALE OF 10.7729 SHS GENERAL MOTORS CO | $130 |
| LOSS ON SALE OF 75 SHS INTEL CORP | $1,694 |
| LOSS ON SALE OF 40 SHS INTEL CORP | $728 |
| LOSS ON SALE OF 50 SHS INTEL CORP | $594 |
| LOSS ON SALE OF 85 SHS INTEL CORP | $1,087 |
| LOSS ON SALE OF 35 SHS INTEL CORP | $504 |
| LOSS ON SALE OF 40 SHS INTEL CORP | $339 |
| LOSS ON SALE OF 30 SHS INTEL CORP | $300 |
| LOSS ON SALE OF 70 SHS INTEL CORP | $200 |
| LOSS ON SALE OF 5 SHS T MOBILE US INC | $6,015 |
| LOSS ON SALE OF 25 SHS 3M CO | $458 |
| LOSS ON SALE OF 15 SHS 3M CO | $222 |
| LOSS ON SALE OF 20 SHS 3M CO | $58 |
| LOSS ON SALE OF 15 SHS 3M CO | $48 |
| LOSS ON SALE OF .2 SHS VERSANT MEDIA GROUP INC | $10 |
| LOSS ON SALE OF 95 SHS SANOFI SA ADR | $465 |
| TRANSFER-STEELMAN TABAS PERPETUAL CHARITABLE TRUST | $242,225 |
| TRANSFER-STEELMAN TABAS PERPETUAL CHARITABLE TRUST | $3,389,074 |
| ADJUSTING ENTRY | $870 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| DIVIDEND CHARGE | $5 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR GRANTS | Desc |
| Revenue And Expenses Per Books | $7,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (29 entries)
| DescDesc | AmtAmt |
|---|---|
| GAIN ON SALE OF 50,000 GM FINANCIAL CO INC | $715 |
| GAIN ON SALE OF 17,000 US WEST COMMUNICATIONS INC | $650 |
| GAIN ON SALE OF 560 SHS AT&T INC | $36 |
| GAIN ON SALE OF 315 SHS ALTRIA GROUP INC | $8,191 |
| GAIN ON SALE OF 155 SHS ALTRIA GROUP INC | $4,714 |
| GAIN ON SALE OF 25 SHS BROADCOM INC | $7,620 |
| GAIN ON SALE OF 155 SHS GENERAL MOTORS CO | $3,880 |
| GAIN ON SALE OF 93.1647 SHS GENERAL MOTORS CO | $1,816 |
| GAIN ON SALE OF 130.2708 SHS GENERAL MOTORS CO | $2,813 |
| GAIN ON SALE OF 30 SHS INTEL CORP | $108 |
| GAIN ON SALE OF 170 SHS INTEL CORP | $2,042 |
| GAIN ON SALE OF 165 SHS INTEL CORP | $1,818 |
| GAIN ON SALE OF 180 SHS INTEL CORP | $2,368 |
| GAIN ON SALE OF 150 SHS NEWMONT CORPORATION | $6,728 |
| GAIN ON SALE OF 131 SHS PROCTER & GAMBLE CO | $9,873 |
| GAIN ON SALE OF 4 SHS PROCTER & GAMBLE CO | $210 |
| GAIN ON SALE OF 4 SHS PROCTER & GAMBLE CO | $165 |
| GAIN ON SALE OF 3 SHS PROCTER & GAMBLE CO | $115 |
| GAIN ON SALE OF 3 SHS PROCTER & GAMBLE | $98 |
| GAIN ON SALE OF 50 SHS QNITY ELECTRONICS | $967 |
| GAIN ON SALE OF 25 SHS QNITY ELECTRONICS | $247 |
| GAIN ON SALE OF 15 SHS QNITY ELECTRONICS | $62 |
| GAIN ON SALE OF 15 SHS QNITY ELECTRONICS | $454 |
| GAIN ON SALE OF 20 SHS QNITY ELECTRONICS | $505 |
| GAIN ON SALE OF 20 SHS QNITY ELECTRONICS | $803 |
| GAIN ON SALE OF 30 SHS 3M CO | $1,537 |
| GAIN ON SALE OF 100 SHS VENTAS INC REIT | $2,970 |
| GAIN ON SALE OF 55 SHS NXP SEMICONDUCTORS N V | $2,952 |
| GAIN ON SALE OF 30 SHS STATE STREET SPDR S&P 500 | $10,896 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX FYE 3/31/25 | $201 | |
| FEDERAL EXCISE TAX FYE 3/31/26 | $2,100 | |
| FOREIGN INCOME TAX WITHHELD | $805 | $805 |
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