JOHN A AND MARGARET POST FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A AND MARGARET POST FOUNDATION INC (EIN 22-3401833)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-20
- IRS object ID
- 202401729349100505
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-20T08:05:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 VALLEY CENTER PARKWAY STE 300 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180172285 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223401833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A AND MARGARET POST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8557392921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 JACOBY RUN ROAD | AddressLine1Txt |
| City | MT BETHEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18343 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A POST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8557392921 | PhoneNum |
| Signature | 2024-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | POST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY L PIETROUCHIE CPA | PreparerPersonNm |
| PTIN | P01623121 | PTIN |
| Phone | 6104335501 | PhoneNum |
| Preparation | 2024-06-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,351,837 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,102,905 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $872,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $868,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,502,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,749,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,472,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $868,042 | 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 | $4,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,155 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,155 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $146,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,148 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,347,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,347,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,509,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,349,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $963,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $708,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,365,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $723,188 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $723,188 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,835,352 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,517,015 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,282,261 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,382,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,512,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,687,621 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,471,596 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,798,120 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,456,344 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,982,649 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,444,312 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,202,423 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,037,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,994,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,351,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,037,986 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,994,786 | 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 | $35,037,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,994,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,037,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,994,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,037,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $963,346 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,001,332 | SubtotalAmt |
| Other Decreases | $6,546 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,994,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $486,765 | $492,857 | -$6,092 | -$6,092 | |||
| AEQUITAS COMMERCIAL FINANCE | $1,206,286 | $2,720,198 | -$1,513,912 | -$1,513,912 | 2016-11-11 | 2023-12-20 | |
| CAPITAL GAINS DIVIDENDS | $56,077 | $56,077 | $56,077 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,463,927 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,525 | 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 | $20,525 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,679 | OverpaymentAmt |
| Applied To ES Tax | $10,679 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NJ | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WELLS FARGO BANK NA | IndividualWithBooksNm |
| Phone | 8557392921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL6 D4001-065 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271013818 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| MARGARET POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| HEATHER VILLONE | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE, SECRETARY & TREASURER | 4.00 | $0 | $0 | $0 |
| JOHN POST | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| RICH VILLONE | ||||||||
| C/O LAMTEC CORP 5010 RIVER RD | MT BETHEL | PA | 18343 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271013818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $146,600 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $45,059,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,602,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,662,614 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,662,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $699,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,962,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,298,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,298,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,846 | TotalTaxAmt |
| Distributable Before Adj | $2,288,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,288,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,288,288 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,349,562 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,349,562 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,288,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $290,700 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,349,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $290,700 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,058,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $229,426 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN A POST | ContributingManagerNm |
| Contributing Manager | MARGARET POST | ContributingManagerNm |
| Contributing Manager | HEATHER VILLONE | ContributingManagerNm |
| Contributing Manager | JOHN POST | ContributingManagerNm |
| Contributing Manager | RICH VILLONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITIES OF NORTHWEST JERSEY INC | ||||||||
| 264 ROUTE 31 | WASHINGTON | NJ | 07882 | N/A | PC | THE SURER HANDS PROJECT | $15,000 | |
| ALLENTOWN ART MUSEUM | ||||||||
| 31 N 5TH ST | ALLENTOWN | PA | 18101 | N/A | PC | COMPRESSOR REPLACEMENT FOR HVAC SYSTEM | $27,000 | |
| ALTERNATIVES INC | ||||||||
| 600 1ST AVE | RARITAN | NJ | 08869 | N/A | PC | LIGGETT BOULEVARD RESIDENCE KITCHEN RENOVATION | $15,200 | |
| ALZHEIMERS NEW JERSEY INC | ||||||||
| 425 EAGLE ROCK AVENUE SUITE 203 | ROSELAND | NJ | 07068 | N/A | PC | RESPITE CARE AND WELLNESS PROGRAM | $4,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 695 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | N/A | PC | BIOMED LAB | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | DISASTER SERVICES | $25,000 | |
| AMERICA'S GROW A ROW INC | ||||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | N/A | PC | BRIDGE REPLACEMENT PROJECT | $10,000 | |
| BARN AT SPRING BROOK FARM INC | ||||||||
| 360 LOCUST GROVE ROAD | WEST CHESTER | PA | 19382 | N/A | PC | JOHN DEERE MOWER PURCHASE | $16,010 | |
| BETHLEHEM EMERGENCY SHELTERING INC | ||||||||
| 75 E MARKET ST | BETHLEHEM | PA | 18018 | N/A | PC | BAGGED LUNCH PROGRAM | $15,000 | |
| BIRTH HAVEN INC | ||||||||
| 4 ACADEMY STREET | NEWTON | NJ | 07860 | N/A | PC | 2023 NEW JERSEY DONATION | $5,000 | |
| BLOOM FOR WOMEN | ||||||||
| 1425 MOUNTAIN DRIVE NORTH | BETHLEHEM | PA | 18015 | N/A | PC | JASMINE HOUSE RESIDENTIAL PROGRAM | $10,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| PO BOX 20624 | LEHIGH VALLEY | PA | 18002 | N/A | PC | AT RISK SCOUTING IN NORTHEAST PENNSYLVANIA | $5,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N SIXTH STREET | ALLENTOWN | PA | 18102 | N/A | PC | CAPITAL NEEDS | $14,302 | |
| BUSHKILL TOWNSHIP VOLUNTEER FIRE COMPANY | ||||||||
| 155 FIREHOUSE DRIVE | NAZARETH | PA | 18064 | N/A | PC | PAVILION BUILD | $20,000 | |
| CAMELOT FOR CHILDREN INC | ||||||||
| 2354 W EMAUS AVE | ALLENTOWN | PA | 18103 | N/A | PC | ENGAGEMENT FOR CHILDREN WITH DISABILITIES | $6,000 | |
| CENTENARY STAGE COMPANY | ||||||||
| 715 GRAND AVE | HACKETTSTOWN | NJ | 07840 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHILDREN'S AID AND FAMILY SERVICES | ||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | N/A | PC | WEST MILFORD GROUP HOME ROOF AND SIDING PROJECT | $25,000 | |
| COMMUNITIES PROMOTING ANIMAL WELFARE | ||||||||
| 63 GREENBROOK DRIVE | BLOOMFIELD | NJ | 07003 | N/A | PC | FOOD FOR FRIENDS | $2,000 | |
| COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY INC | ||||||||
| 1337 E FIFTH STREET | BETHLEHEM | PA | 18015 | N/A | PC | SIXTH STREET SHELTER | $20,000 | |
| COMMUNITY BIKE WORKS | ||||||||
| 235 NORTH MADISON ST | ALLENTOWN | PA | 18102 | N/A | PC | EARN A BIKE PROGRAM | $10,000 | |
| COMMUNITY FOOD BANK OF NEW JERSEY INC | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | PC | 2023 NEW JERSEY DONATION | $10,000 | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | PC | MORRISTOWN FESTIVAL OF BOOKS 2023 | $5,000 | |
| COMMUNITY HOPE INC | ||||||||
| 959 ROUTE 46 EAST SUITE 402 | PARSIPPANY | NJ | 07054 | N/A | PC | FURNISHINGS FOR VETERANS HOME PROGRAM | $10,000 | |
| COMMUNITY SERVICES FOR CHILDREN INC | ||||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | N/A | PC | CSC DOWNTOWN FUN AND FITNESS CENTERS | $20,000 | |
| CUMACECHO INC | ||||||||
| 223 ELLISON STREET PO BOX 2721 | PATERSON | NJ | 07509 | N/A | PC | KEEPING CUMAC A SAFE SPACE TO SHOP AND SERVE | $10,000 | |
| DANNY'S RIDE | ||||||||
| 3246 BEAUFORT DR | BETHLEHEM | PA | 18017 | N/A | PC | RIDES FOR VOLUNTEERS OF AMERICA | $10,000 | |
| DELAWARE VALLEY ATHLETIC ASSOCIATION | ||||||||
| POST OFFICE BOX 491 | MILFORD | NJ | 08848 | N/A | PC | FIELD AND EQUIPMENT SAFETY IMPROVEMENTS | $5,000 | |
| DOVER CHILD CARE CENTER | ||||||||
| 50 N MORRIS ST | DOVER | NJ | 07801 | N/A | PC | REPLACE OLD FLOORS AND DOORS IN CLASSROOM | $23,220 | |
| EASTER SEALS EASTERN PENNSYLVANIA | ||||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | N/A | PC | 2023 PENNSYLVANIA DONATION | $5,000 | |
| EL PRIMER PASO LTD | ||||||||
| 29 SEGUR STREET | DOVER | NJ | 07801 | N/A | PC | FACILITY IMPROVEMENTS | $12,285 | |
| EMPLOYMENT HORIZONS INC | ||||||||
| 10 RIDGEDALE AVENUE | CEDAR KNOLLS | NJ | 07927 | N/A | PC | REPLACEMENT OF OUTDATED AND PROBLEMATIC FIRE ALARM | $36,993 | |
| EQUI-LIBRIUM INC | ||||||||
| 524 FEHR RD | NAZARETH | PA | 18064 | N/A | PC | EQUINE ASSISTED ACTIVITIES & THERAPIES | $5,000 | |
| EVAS VILLAGE INC | ||||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | N/A | PC | 2023 NEW JERSEY DONATION | $5,000 | |
| FAMILIES FIRST INC | ||||||||
| 1620 TEELS ROAD | PEN ARGYL | PA | 18072 | N/A | PC | FAMILIES-IN-NEED | $10,000 | |
| FAMILY PROMISE OF SUSSEX COUNTY INC | ||||||||
| 19 CHURCH ST | NEWTON | NJ | 07860 | N/A | PC | 2023 NEW JERSEY DONATION | $15,000 | |
| FATHER JOHNS ANIMAL HOUSE | ||||||||
| 50 FATHER JOHNS LN | LAFAYETTE | NJ | 07848 | N/A | PC | 2023 NEW JERSEY DONATION | $100,000 | |
| FLINT HILL FARM EDUCATIONAL CENTER INC | ||||||||
| 1922 FLINT HILL RD | COOPERSBURG | PA | 18036 | N/A | PC | RENOVATIONS AND EXPANSION PROJECTS | $6,000 | |
| FOODSHED ALLIANCE | ||||||||
| 326 HIGH STREET | HOPE | NJ | 07844 | N/A | PC | USING FARN FOOD SURPLUS TO FIGHT FOOD INSECURITY | $15,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | MEDICAL SIMULATION EQUIPMENT | $40,000 | |
| GEORGIAN COURT UNIVERSITY | ||||||||
| 900 LAKEWOOD AVE | LAKEWOOD | NJ | 08701 | N/A | PC | EMERGENCY CRASH CARTS WITH REFILL KITS | $6,630 | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA INC | ||||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | N/A | PC | THE FUNDED INITIATIVES PROGRAM | $5,000 | |
| GIRL SCOUTS OF NORTHERN NEW JERSEY | ||||||||
| 95 NEWARK POMPTON TURNPIKE | RIVERDALE | NJ | 07457 | N/A | PC | SENSATIONAL STARS PROGRAM | $6,000 | |
| GOOD SHEPARD ROMAN CATHOLIC CHURCH | ||||||||
| POST OFFICE BOX 464 | ANDOVER | NJ | 07821 | N/A | PC | 2023 NEW JERSEY DONATION | $3,000 | |
| GREATER EASTON DEVELOPMENT PARTNERSHIP | ||||||||
| 325 NORTHAMPTON ST | EASTON | PA | 18042 | N/A | PC | EASTON HIGHLINE TRAIL | $125,000 | |
| GREATER LIFE INC | ||||||||
| PO BOX 8447 | NEWARK | NJ | 07108 | N/A | PC | 2023 NEW JERSEY DONATION | $10,000 | |
| GREATER NEWARK HOLIDAY FUND INC | ||||||||
| PO BOX 59 | NEWARK | NJ | 07101 | N/A | PC | 2023 NEW JERSEY DONATION | $5,000 | |
| GREATER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION | ||||||||
| 1524 WEST LINDEN STREET - STE 209 | ALLENTOWN | PA | 18102 | N/A | PC | NAZARETH RENOVATION PROJECTION AND SLATE BELT BRANCH CAPITAL EXPANSION | $125,000 | |
| GROWING STAGE THEATRE FOR YOUNG AUDIENCES INC | ||||||||
| 7 LEDGEWOOD AVENUE RTE 183 - PO BOX | NETCONG | NJ | 07857 | N/A | PC | MAIN RESTROOM REPAIR | $20,000 | 36 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PC | HOME BUILD PROGRAM IN WARREN COUNTY | $20,000 | |
| HABITAT FOR HUMANITY PHILADELPHIA | ||||||||
| 1829 N 19TH ST | PHILADELPHIA | PA | 19121 | N/A | PC | HOME REPAIR PROGRAM | $10,000 | |
| HCSC BLOOD CENTER | ||||||||
| 1465 VALLEY CENTER PARKWAY | BETHLEHEM | PA | 18017 | N/A | PC | TRIMA ACCEL BLOOD COLLECTION SYSTEM | $20,000 | |
| HISPANIC CENTER LEHIGH VALLEY | ||||||||
| 502 E 4TH STREET | BETHLEHEM | PA | 18015 | N/A | PC | FOOD PANTRY | $5,000 | |
| HISTORIC BETHLEHEM PARTNERSHIP INC | ||||||||
| 74 WEST BROAD STREET 310 | BETHLEHEM | PA | 18018 | N/A | PC | GRIST MILLERS HOUSE RESTORATION | $50,000 | |
| HOLY FAMILY SENIOR LIVING | ||||||||
| 1200 SPRING ST | BETHLEHEM | PA | 18018 | N/A | PC | BED AND MATTRESS UPDATES | $20,000 | |
| HOPESPRINGS CORPORATION | ||||||||
| POST OFFICE BOX 715 | BANGOR | PA | 18013 | N/A | PC | COST EFFICIENT HEATING SYSTEM, NEW BOILER PROJECT | $75,000 | |
| ITN LEHIGH VALLEY | ||||||||
| 35 E ELIZABETH AVE STE 20A | BETHLEHEM | PA | 18018 | N/A | PC | HEALTHY AND ACTIVE SENIOR RIDE PROGRAM | $10,000 | |
| JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY | ||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | N/A | PC | COMMERCIAL FREEZERS FOR FOOD PANTRY | $5,098 | |
| LACAWAC SANCTUARY FOUNDATION INC | ||||||||
| 94 SACTUARY RD | LAKE ARIEL | PA | 18436 | N/A | PC | RESTORING LACAWAC'S HISTORIC 1903 LODGE ROOF | $30,000 | |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | ||||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | N/A | PC | STRENGTHENING LCCCS SCIENCE LABS | $20,000 | |
| LEHIGH VALLEY HOSPITAL | ||||||||
| 1247 S CEDAR CREST BLVD SUITE 200 | ALLENTOWN | PA | 181036298 | N/A | PC | ENT SPECIALTY SUITE | $125,000 | |
| LEHIGH VALLEY ITALIAN AMERICAN BAND | ||||||||
| 519 E PAOLI ST | ALLENTOWN | PA | 18103 | N/A | PC | SOUND EQUIPMENT AND ELECTRIC PIANO/ORGAN | $6,285 | |
| LEHIGH VALLEY ZOOLOGICAL SOCIETY | ||||||||
| 5150 GAME PRESERVE ROAD PO BOX 519 | SCHNECKSVILLE | PA | 18078 | N/A | PC | VEHICLE PURCHASE FOR EDUCATION OUTREACH | $46,000 | |
| MAIN STREET COUSELING CENTER | ||||||||
| 8 MARCELLA AVENUE | WEST ORANGE | NJ | 07052 | N/A | PC | BUILDING REPAIRS | $15,000 | |
| MARK SCHONWETTER HOLOCAUST EDUCATION FOUNDATION INC | ||||||||
| 184 SOUTH LIVINGSTON AVE SUITE 349 | LIVINGSTON | NJ | 07039 | N/A | PC | HOLOCAUST EDUCATION PROJECT | $10,000 | |
| MATHENY SCHOOL AND HOSPITAL INC | ||||||||
| POST OFFICE BOX 339 | PEAPACK | NJ | 07977 | N/A | PC | REFURBISHMENT AND RELOCATION PROJECT | $30,000 | |
| MEMORIAL LIBRARY OF NAZARETH AND VICINITY | ||||||||
| 295 EAST CENTER ST | NAZARETH | PA | 18064 | N/A | PC | BIBLIOPHILIC BUILDING BLOCK | $50,000 | |
| MOMS OFFERING MOMS SUPPORT | ||||||||
| 4805 HENRY STREET | EASTON | PA | 18045 | N/A | PC | SAFE SLEEP AND FULL BELLIES FOR INFANTS PROGRAM | $5,000 | |
| MOUNT BETHEL VOL FIRE COMPANY INC | ||||||||
| 2341 NORTH DELAWARE DRIVE BOX 208 | MOUNT BETHEL | PA | 18343 | N/A | PC | 2023 PENNSYLVANIA DONATION | $5,000 | |
| NATURE CONSERVANCY | ||||||||
| 200 POTTERSVILLE ROAD | CHESTER | NJ | 07930 | N/A | PC | RESTORATION OF PAULINS KILL WATERSHED PROJECT | $100,000 | |
| NEW BETHANY INC | ||||||||
| 333 WEST 4TH STREET | BETHLEHEM | PA | 18015 | N/A | PC | NUTRITIOUS FOOD ACCESS | $5,000 | |
| NEW JERSEY SYMPHONY ORCHESTRA | ||||||||
| 60 PARK PLACE SUITE 900 | NEWARK | NJ | 07102 | N/A | PC | CAPITAL IMPROVEMENTS | $8,000 | |
| NEWARK MUSEUM OF ART | ||||||||
| 49 WASHINGTON ST | NEWARK | NJ | 07102 | N/A | PC | NMOA COMPUTER UPGRADES | $10,000 | |
| NEWTON MEDICAL CENTER FOUNDATION | ||||||||
| 175 HIGH STREET | NEWTON | NJ | 07860 | N/A | PC | YOUR CARE, OUR FUTURE CAMPAIGN | $50,000 | |
| NORTH BANGOR FIRE CO | ||||||||
| 301 LAKE MINSI DR | BANGOR | PA | 180135957 | N/A | PC | 2023 PENNSYLVANIA DONATION | $5,000 | |
| NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATION | ||||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | N/A | PC | FOWLER FAMILY SOUTHSIDE CENTER FOOD PANTRY | $5,000 | |
| NORTHWEST CHRISTIAN SCHOOL | ||||||||
| 92 ROUTE 519 HALSEY RD | NEWTON | NJ | 07860 | N/A | PC | HVAC REPLACEMENT | $36,140 | |
| OVERLOOK FOUNDATION | ||||||||
| 46 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | N/A | PC | FAMILY-CENTERED MATERNITY CARE | $25,000 | |
| PAPER MILL PLAYHOUSE | ||||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | N/A | PC | WIRELESS TRANSMISSION SYSTEM UPDATE | $25,000 | |
| PETERS VALLEY CRAFT CENTER INC | ||||||||
| 19 KUHN RD | LAYTON | NJ | 07851 | N/A | PC | STANDBY GENERATOR | $7,500 | |
| PORTLAND HOOK & LADDER CO 1 | ||||||||
| PO BOX 175 | PORTLAND | PA | 183510175 | N/A | PC | 2023 PENNSYLVANIA DONATION | $5,000 | |
| PRINCETON-BLAIRSTOWN CENTER INC | ||||||||
| 13 ROSZEL ROAD - SUITE 109B | PRINCETON | NJ | 08540 | N/A | PC | EGNER SOLAR PANELS | $7,500 | |
| PROJECT OF EASTON INC | ||||||||
| 320 FERRY ST | EASTON | PA | 18042 | N/A | PC | FOOD PANTRY | $10,000 | |
| PROJECT SELF-SUFFICIENCY OF SUSSEX COUNTY INC | ||||||||
| 127 MILL STREET | NEWTON | NJ | 07860 | N/A | PC | BUILDING STRONGER FUTURES CAMPAIGN | $75,000 | |
| RARITAN HEADWATERS ASSOCIATION | ||||||||
| POST OFFICE BOX 273 | GLADSTONE | NJ | 07934 | N/A | PC | BARN DOOR REPLACEMENT FOR CLASSROOM SPACE | $3,500 | |
| RECOVERY REVOLUTION INC | ||||||||
| 109 BROADWAY | BANGOR | PA | 18013 | N/A | PC | SCHOOL-BASED ADDICTION TREATMENT | $10,000 | |
| SAFE HARBOR EASTON INC | ||||||||
| 536 BUSHKILL DRIVE | EASTON | PA | 18042 | N/A | PC | CAMPUS CONTINUUM EXPANSION PROJECT | $25,000 | |
| SAFE MONROE (FORMERLY WOMEN'S RESOURCES OF MONROE COUNTY) | ||||||||
| 225 J WILSON DRIVE PO BOX 645 | DELAWARE WATER GAP | PA | 18327 | N/A | PC | WINDOWS TO SAFETY | $15,000 | |
| SAMARITAN INN INC | ||||||||
| 901 SWARTSWOOD RD | NEWTON | NJ | 078604269 | N/A | PC | FAMILY SHELTER PROGRAM | $20,000 | |
| SLATER BASEBALL ASSOCIATION | ||||||||
| 277 YE OLDE HWY | MT BETHEL | PA | 18343 | N/A | PC | FIELD UPDATES | $30,000 | |
| SNIPES FARM AND EDUCATION CENTER | ||||||||
| 890 W BRIDGE STREET | MORRISVILLE | PA | 19067 | N/A | PC | COMMUNITY EDUCATION CENTER | $20,000 | |
| SOUTH STREET THEATER CO INC | ||||||||
| 100 SOUTH ST | MORRISTOWN | NJ | 07960 | N/A | PC | MAIN STAGE ROOF EXHAUST FAN | $37,850 | |
| SPECIAL OLYMPICS PENNSYLVANIA INC | ||||||||
| 2570 BLVD OF THE GENERALS - STE 124 | NORRISTOWN | PA | 194033675 | N/A | PC | 2023 FALL FESTIVAL | $15,000 | |
| STATE THEATRE CENTER FOR THE ARTS | ||||||||
| 453 NORTHAMPTON STREET | EASTON | PA | 18042 | N/A | PC | AWARDS PROGRAM SUPPORT | $20,000 | |
| SUSSEX COUNTY COMMUNITY COLLEGE | ||||||||
| 1 COLLEGE HILL RD | NEWTOWN | NJ | 07860 | N/A | PC | SCIENTIFIC INSTRUMENTATION FOR NATURAL SCIENCE PROGRAM | $25,000 | |
| THE ARC OF WARREN COUNTY | ||||||||
| 319 W WASHINGTON AVE 2 | WASHINGTON | NJ | 07882 | N/A | PC | POWER GENERATORS FOR GROUP HOMES | $12,000 | |
| THE CENTER FOR PREVENTION AND AID COUNSELING INC | ||||||||
| 61 SPRING ST | NEWTON | NJ | 07860 | N/A | PC | TRAUMA-INFORMED ENVIRONMENT | $18,894 | |
| THE LEHIGH CONFERENCE OF CHURCHES | ||||||||
| 457 W ALLEN STREET | ALLENTOWN | PA | 18102 | N/A | PC | CONFERENCE KITCHEN | $5,000 | |
| THE LITTLE HILL FOUNDATION FOR THE REHABILITATION OF ALCOHOLICS INC | ||||||||
| 61 WARD ROAD | HARDWICK TOWNSHIP | NJ | 07825 | N/A | PC | SCHOLARSHIP SUPPORT | $10,000 | |
| THE PETEY GREENE PROGRAM | ||||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | N/A | PC | COLLEGE BRIDGE PROGRAM FOR INCARCERATED LEARNERS | $15,000 | |
| THE SALVATION ARMY | ||||||||
| 344 N 7TH STREET - PO BOX 147 | ALLENTOWN | PA | 18105 | N/A | PC | 2023 PENNSYLVANIA DONATION | $15,000 | |
| THE SALVATION ARMY | ||||||||
| 4 GARY RD | UNION | NJ | 07083 | N/A | PC | 2023 NEW JERSEY DONATION | $10,000 | |
| TRAIL BLAZER CAMPS INC | ||||||||
| 394 ROGERS AVENUE | BROOKLYN | NY | 11225 | N/A | PC | ROAD RENOVATION | $15,000 | |
| TRI-COUNTY SCHOLARSHIP FUND | ||||||||
| 14 WEST MAIN STREET | MENDHAM | NJ | 070555114 | N/A | PC | SCHOLARSHIP SUPPORT FOR K-12 STUDENTS | $10,000 | |
| TRINITAS FOUNDATION | ||||||||
| C/O CORP FINANCE 2 CRESCENT PLACE | OCEANPORT | NJ | 07757 | N/A | PC | ELEVATING BREAST SURGERY QUALITY AND ACCESS | $25,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | ||||||||
| 1110 AMERICAN PARKWAY NE SUITE 120 | ALLENTOWN | PA | 18109 | N/A | PC | 2023 PENNSYLVANIA DONATION | $10,000 | |
| VIA OF THE LEHIGH VALLEY INC | ||||||||
| 336 W SPRUCE ST | BETHLEHEM | PA | 18018 | N/A | PC | COMMUNITY EMPLOYMENT SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $5,000 | |
| WAVERLY COMMUNITY HOUSE INC | ||||||||
| POST OFFICE BOX 142 | WAVERLY | PA | 18471 | N/A | PC | MEMORIAL THEATER RENOVATION | $20,000 | |
| WILDLANDS CONSERVANCY INC | ||||||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | N/A | PC | ACCESS IMPROVEMENTS AND VEGETATION MANAGEMENT | $10,000 | |
| YOUR GRANDMOTHER'S CUPBOARD | ||||||||
| 173A ROUTE 37 WEST | TOMS RIVER | NJ | 08755 | N/A | PC | FOOD PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,347,407 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $872,095 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,502,392 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$630,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$630,294 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN AND MARGARET POST | |||||||
| 1 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $598,637 | Yes (X) | Yes (X) |
| JOHN AND MARGARET POST | |||||||
| 2 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $564,343 | Yes (X) | Yes (X) |
| JOHN AND MARGARET POST | |||||||
| 3 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $616,025 | Yes (X) | Yes (X) |
| JOHN AND MARGARET POST | |||||||
| 4 | 190 JACBOY RUN ROAD | MT BETHEL | PA | 18343 | $2,323,900 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,124 SHARES OF EXXON MOBIL CORP | $598,637 | 2023-04-27 |
| 2 | 3,171 SHARES OF APPLE INC | $564,343 | 2023-09-18 |
| 3 | 1,663 SHARES OF BERKSHIRE HATHAWAY CLASS B | $616,025 | 2023-09-18 |
| 4 | 26,191 SHARES OF GOLDMAN SACHS ETF | $2,323,900 | 2023-08-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,310 | Amt |
| Net Investment Income | $2,155 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,155 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $3,302,276 | $3,040,434 |
| FIXED INCOME MUTUAL FUNDS | $495,844 | $415,910 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONSUMER DISCRETIONARY | $434,983 | $573,099 |
| CONSUMER STAPLES | $22,901 | $23,902 |
| ENERGY | $540,222 | $462,308 |
| FINANCIALS | $1,175,465 | $1,562,487 |
| HEALTH CARE | $55,388 | $285,048 |
| INDUSTRIALS | $23,494 | $26,865 |
| INFORMATION TECHNOLOGY | $1,513,149 | $4,561,797 |
| MATERIALS | $23,126 | $28,743 |
| INTERNATIONAL EQUITIES | $46,075 | $44,474 |
| DOMESTIC MUTUAL FUNDS | $18,016,122 | $30,724,791 |
| INTERNATIONAL MUTUAL FUNDS | $3,661,226 | $4,394,107 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,517,015 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,282,261 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE | AT COST | $367,302 | $344,256 |
| REAL ASSETS | AT COST | $577,010 | $858,167 |
| AEQUITAS COMMERCIAL FINANCE | AT COST | $500,000 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $6,546 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $146,400 | Amt |
| Net Investment Income | $146,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $11,148 | Amt |
| Net Investment Income | $11,148 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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