HARRY C TREXLER ESTATE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY C TREXLER ESTATE (EIN 23-1162215)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-15
- IRS object ID
- 202442289349100619
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T10:52:56-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231386942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL RAPPOLD & YURASITS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 S CEDAR CREST BLVD | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181035443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231162215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY C TREXLER ESTATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 6104349645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HAMILTON STREET 310 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET ROTH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6104349645 | PhoneNum |
| Signature | 2024-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL G MACK CPA | PreparerPersonNm |
| PTIN | P01254279 | PTIN |
| Phone | 6104357489 | PhoneNum |
| Preparation | 2024-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $150,695,580 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,937,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,937,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,458,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,272,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,458,644 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,396,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,396,605 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $391,378 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,344 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $256,034 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $157,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $34,250 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $123,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $106,733 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,683 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $80,050 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,462 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,366 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,096 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,348 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,674 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,674 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $814,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $757,290 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,259 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $101,602 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,400 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $76,202 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,819 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,454 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,365 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $19,010 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $4,752 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $14,258 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,966 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,102 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,827,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,050,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $713,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,401,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,401,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,228,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,050,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,114,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,831,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,346,426 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109 | CashBOYAmt |
| Cash EOY | $109 | CashEOYAmt |
| Cash EOYFMV | $109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,538 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,107 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,031 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,031 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $120,707,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,777,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,475,440 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $41,489 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $44,602 | LandBOYAmt |
| Land EOY | $41,489 | LandEOYAmt |
| Land EOYFMV | $41,489 | LandEOYFMVAmt |
| Other Assets BOY | $14,112 | OtherAssetsBOYAmt |
| Other Assets EOY | $71,973 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $71,973 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,831,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,997,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,695,580 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,293 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,886 | AccountsPayableEOYAmt |
| Grants Payable BOY | $175,215 | GrantsPayableBOYAmt |
| Grants Payable EOY | $163,498 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $177,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $178,384 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $118,892,904 | CapitalStockBOYAmt |
| Capital Stock EOY | $117,257,765 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,761,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,561,648 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,654,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,819,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,831,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,997,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,654,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,831,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $118,822,526 | SubtotalAmt |
| Other Decreases | $3,113 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $118,819,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEI DYNAMIC ASSET ALLOCATION | P | 2023-04-01 | 2024-03-31 | $925,316 | $1,047,834 | -$122,518 | -$122,518 |
| SEI EMERGING MARKETS EQUITY | P | 2023-04-01 | 2024-03-31 | $4,303,375 | $4,543,694 | -$240,319 | -$240,319 |
| SEI EMERGING MARKETS DEBT | P | 2023-04-01 | 2024-03-31 | $325,833 | $384,909 | -$59,076 | -$59,076 |
| SEI EXTENDED MARKET INDEX | P | 2023-04-01 | 2024-03-31 | $439,491 | $498,161 | -$58,670 | -$58,670 |
| SEI GLOBAL MANAGED VOLATILITY | P | 2023-04-01 | 2024-03-31 | $281,519 | $285,961 | -$4,442 | -$4,442 |
| SEI FIXED INCOME FUND | P | 2023-04-01 | 2024-03-31 | $146,713 | $183,234 | -$36,521 | -$36,521 |
| SEI HIGH YIELD BOND FUND | P | 2023-04-01 | 2024-03-31 | $355,067 | $489,009 | -$133,942 | -$133,942 |
| SEI MULTI-ASSET REAL RETURN | P | 2023-04-01 | 2024-03-31 | $119,640 | $147,777 | -$28,137 | -$28,137 |
| SEI S&P 500 INDEX FUND | P | 2023-04-01 | 2024-03-31 | $6,246,065 | $5,546,751 | $699,314 | $699,314 |
| SEI SMALL CAP II FUND CLASS A | P | 2023-04-01 | 2024-03-31 | $134,261 | $176,539 | -$42,278 | -$42,278 |
| SEI U.S. EQUITY FACTOR | P | 2023-04-01 | 2024-03-31 | $2,923,041 | $2,758,592 | $164,449 | $164,449 |
| SEI WORLD EQUITY EX-US FUND | P | 2023-04-01 | 2024-03-31 | $1,469,234 | $1,751,223 | -$281,989 | -$281,989 |
| CAPITAL GAINS DIVIDENDS | P | $2,602,773 | $2,602,773 | $2,602,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,458,644 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132,388 | 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 | $132,388 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $71,973 | OverpaymentAmt |
| Applied To ES Tax | $71,973 | 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 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET E ROTH CHIEF EXECUTIVE OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6104349645 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HAMILTON STREET SUITE 310 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| BARNET H FRAENKEL | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | TRUSTEE | 15.00 | $30,000 | $0 | $0 |
| JAMIE P MUSSELMAN | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | TRUSTEE | 15.00 | $30,000 | $0 | $0 |
| L CHARLES MARCON | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | TRUSTEE | 15.00 | $30,000 | $0 | $0 |
| JANET E ROTH | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | EXECUTIVE DIRECTOR | 50.00 | $241,378 | $27,406 | $0 |
| J SCOTT PIDCOCK | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | TRUSTEE | 15.00 | $30,000 | $0 | $0 |
| DONALD M BERNHARD | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | TRUSTEE | 15.00 | $30,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA HERZOG KAPLUS | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | PROGRAM OFFICER | 40.00 | $89,250 | $8,954 | $0 |
| CYNTHIA H FEICHTEL | ||||||||
| 600 HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | OFFICE MANAGER | 40.00 | $68,500 | $5,137 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $142,578,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,685,906 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,685,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,140,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,545,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,027,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,027,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,415 | TotalTaxAmt |
| Distributable Before Adj | $6,966,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,966,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $423,850 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,543,016 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,114,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,114,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,543,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,231,194 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,114,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,231,194 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,883,346 | 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 | $3,659,670 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANET E ROTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HAMILTON STREET SUITE 310 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6104349645 | RecipientPhoneNum |
| Recipient Email Address | JROTH@TREXLERTRUST.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER REQUEST, COPIES OF FORMATION DOCUMENT, GOVERNING INSTRUMENT, IRS DETERMINATION LETTER, FINANCIALS, BUDGET,CLIENT STATISTICS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO ONLY ORGANIZATIONS DOMICILED IN LEHIGH COUNTY, PA, AND THAT SERVE LEHIGH COUNTY CLIENTS EXCLUSIVELY OR SUBSTANTIALLY SO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLENTOWN PUBLIC THEATRE | |||||||
| 417 NORTH 7TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR A BILINGUAL YOUTH THEATER PROGRAM IN THE ALLENTOWN SCHOOL DISTRICT. | $5,000 |
| ALLENTOWN SYMPHONY ASSOCIATION INC | |||||||
| 23 N 6TH STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO ASSIST WITH THE COST OF A WATER SOFTENING SYSTEM. | $5,000 |
| CAMELOT FOR CHILDREN INC | |||||||
| 2354 WEST EMAUS AVENUE | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO SUPPORT PROGRAMS FOR DISABLED CHILDREN. | $3,000 |
| CHURCH OF THE MEDIATOR | |||||||
| 1620 WEST TURNER STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO SUPPORT A REFUGEE WELCOME AND EDUCATION CENTER AT THE EPISCOPAL CHURCH OF THE MEDIATOR. | $20,000 |
| MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY | |||||||
| 1302 NORTH SHERMAN STREET | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | TO PURCHASE A TRUCK TO DELIVER MEALS TO THE DISTRIBUTION POINTS. | $30,000 |
| RIPPLE COMMUNITY INC | |||||||
| 1335 WEST LINDEN STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE SOFT COSTS FOR RENOVATION OF EMMANUEL UCC FOR USE AS AFFORDABLE HOUSING, THE COMMUNITY CENTER, A SOCIAL SERVICE HUB, AND OFFICES. | $50,000 |
| WILDLANDS CONSERVANCY INC | |||||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | NONE | PUBLIC CHARITY | TO RENOVATE THE HARRY C. TREXLER ENVIRONMENTAL CENTER. | $25,000 |
| ALLENTOWN AREA ECUMENICAL FOOD BANK | |||||||
| 417 N 14TH STREET SUITE 101 | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE FOOD PANTRY. | $75,000 |
| ALLENTOWN ART MUSEUM | |||||||
| 31 N 5TH STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE MUSEUM. | $175,000 |
| ALLENTOWN PUBLIC LIBRARY | |||||||
| 1210 HAMILTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES AND PROGRAM EXPENSES OF THE LIBRARY. | $70,000 |
| ALLENTOWN SCHOOL DISTRICT FOUNDATION | |||||||
| 31 SOUTH PENN STREET PO BOX 328 | ALLENTOWN | PA | 18105 | NONE | PUBLIC CHARITY | TO SUPPORT THE ALLENTOWN SCHOOL DISTRICT SCIENCE FAIR. | $35,000 |
| ALLENTOWN SYMPHONY ASSOCIATION INC | |||||||
| 23 N 6TH STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES OF THE HALL AND ORCHESTRA. | $60,000 |
| ANIMAL FOOD BANK SERVICES INC | |||||||
| 860 BROAD STREET | EMMAUS | PA | 18049 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE ANIAML FOOD PANTRY. | $5,000 |
| BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY INC | |||||||
| 41 S CARLISLE ST | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | TO PROVIDE PROGRAM SUPPORT FOR THE COMMUNITY BASED MENTORING PROGRAM. | $16,000 |
| BOYS AND GIRLS CLUBS OF ALLENTOWN | |||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING SUPPORT TO DELIVER EDUCATIONAL PROGRAMS. | $65,000 |
| BRADBURY-SULLIVAN LGBT COMMUNITY CENTER | |||||||
| 522 WEST MAPLE STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING SUPPORT. | $32,000 |
| CANCER SUPPORT COMMUNITY OF THE GREATER LEHIGH VALLEY | |||||||
| 944 MARCON BLVD SUITE 110 | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING AND PROGRAM EXPENSES. | $3,000 |
| CASA GUADALUPE CENTER | |||||||
| 218 N 2ND STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES AND BUILDING IMPROVEMENTS. | $75,000 |
| CASA GUADALUPE CENTER | |||||||
| 218 N 2ND STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO SUPPORT THE PA'LANTE EDUCATION AFTERSCHOOL AND SUMMER PROGRAMS. | $110,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF ALLENTOWN INC | |||||||
| 402 WEST CHEW STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO SUPPORT CASE MANAGEMENT AND SERVICES FOR LOW-INCOME INDIVIDUALS AND FAMILIES. | $45,000 |
| CEDAR CREST COLLEGE | |||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE BUILDING IMPROVEMENTS TO CREATE A TECHNOLOGY HUB. | $20,000 |
| CITY OF ALLENTOWN | |||||||
| 435 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | IMPROVEMENTS, EXTENSION AND MAINTENANCE OF ALL ITS PARKS. | $1,797,500 |
| CITY OF ALLENTOWN | |||||||
| 435 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE ROMPER DAY. | $2,000 |
| CIVIC THEATRE OF ALLENTOWN | |||||||
| 527 N 19TH STREET | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE THEATRE. | $40,000 |
| COALITION FOR APPROPRIATE TRANSPORTATION | |||||||
| 1935 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR LEHIGH COUNTY PROGRAMS. | $7,500 |
| COMMUNITIES IN SCHOOLS OF EASTERN PENNSYLVANIA | |||||||
| 739 N 12TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE LEHIGH COUNTY OPERATING EXPENSES AND PROGRAMMING IN THE ALLENTOWN SCHOOL DISTRICT. | $120,000 |
| COMMUNITY ACTION DEVELOPMENT CORP OF THE LEHIGH VALLEY | |||||||
| 523 - 525 N 7TH STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE CASE WORK AND SUPPORT SERVICES AT THE SIXTH STREET SHELTER. | $20,000 |
| COMMUNITY BIKE WORKS | |||||||
| 235 N MADISON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING AND PROGRAM SUPPORT FOR LEHIGH COUNTY PROGRAMS. | $70,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| 1544 HAMILTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES OF THE SCHOOL. | $35,000 |
| COMMUNITY SERVICES FOR CHILDREN INC | |||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | TO SUPPORT FIRST INSTALLMENT ON A $225,000 GRANT TO FUND CONSTRUCTION AND START-UP COSTS FOR EXPANSION OF CSC DOWNTOWN. | $95,000 |
| COPLAY PUBLIC LIBRARY | |||||||
| 49 S 5TH STREET | COPLAY | PA | 18037 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES. | $15,000 |
| COUNTY OF LEHIGH | |||||||
| 17 SOUTH 7TH STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE WAYFINDING SIGNAGE AT THE TREXLER NATURE PRESERVE. | $25,000 |
| EASTERSEALS EASTERN PENNSYLVANIA | |||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO UNDERWRITE DEVELOPMENTAL SCREENING COSTS FOR LEHIGH COUNTY CHILDREN. | $5,000 |
| EMMAUS HISTORICAL SOCIETY | |||||||
| 218 MAIN STREET | EMMAUS | PA | 18049 | NONE | PUBLIC CHARITY | TO UNDERWRITE THE COST OF COMMUNITY EDUCATION. | $1,500 |
| EMMAUS PUBLIC LIBRARY | |||||||
| 11 E MAIN STREET | EMMAUS | PA | 18049 | NONE | PUBLIC CHARITY | TO UNDERWRITE THE COST OF A NEW HVAC UNIT FOR THE LIBRARY. | $15,000 |
| EVERLASTING LIFE MINISTRIES | |||||||
| 224 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE EXPENSES TO SERVE LEHIGH COUNTY RESIDENTS. | $35,000 |
| FAMILY PROMISE OF THE LEHIGH VALLEY | |||||||
| 1346 HAMILTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE SERVICES FOR LEHIGH COUNTY HOMELESS FAMILIES. | $15,000 |
| FUND TO BENEFIT CHILDREN & YOUTH INC | |||||||
| 904 WEST HIGHLAND STREET | WHITEHALL | PA | 18052 | NONE | PUBLIC CHARITY | TO UNDERWRITE THE PURCHASE OF NECESSITIES FOR LOW-INCOME LEHIGH COUNTY FAMILIES. | $3,000 |
| GRACE COMMUNITY FOUNDATION | |||||||
| 108 N 5TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING COSTS OF THE FOOD PANTRY. | $35,000 |
| GRACE MONTESSORI SCHOOL | |||||||
| 814 LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE SCHOLARSHIPS FOR LOW-INCOME STUDENTS RESIDING IN ALLENTOWN. | $12,000 |
| GREATER VALLEY YMCA | |||||||
| 2132 S 12TH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO REPAIR THE ROOF OF THE MAIN GYM. | $50,000 |
| GREATER VALLEY YMCA | |||||||
| 2132 S 12TH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE ALLENTOWN Y BRANCH. | $150,000 |
| GUARDIANSHIP SUPPORT AGENCY INC | |||||||
| 523 WALNUT STREET 3RD FLOOR | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES TO ASSIST DECISION-IMPAIRED LEHIGH COUNTY RESIDENTS. | $10,000 |
| HABITAT FOR HUMANITY OF THE LEHIGH VALLEY | |||||||
| 245 NORTH GRAHAM STREET | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | TO UNDERWRITE THE HOME REPAIR PROGRAM FOR LOW INCOME LEHIGH COUNTY HOMEOWNERS. | $125,000 |
| HAVEN HOUSE | |||||||
| 1411 UNION BOULEVARD | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | TO REPLACE THE FLOORING AT THE MENTAL HEALTH CLINIC. | $25,000 |
| JERUSALEM HOUSE MINISTRIES | |||||||
| 202 N 9TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE EXPENSES TO SERVE NEIGHBORHOOD RESIDENTS. | $48,000 |
| JEWISH COMMUNITY CENTER OF ALLENTOWN | |||||||
| 702 N 22ND ST | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES OF THE CENTER. | $85,000 |
| JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY | |||||||
| 2004 ALLEN STREET | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO SUPPORT THE CASE MANAGEMENT PROGRAM COMMUNITY CONNECTIONS. | $40,000 |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | |||||||
| 4525 EDUCATIONAL PARK DR | SCHNECKSVILLE | PA | 18078 | NONE | PUBLIC CHARITY | TO UNDERWRITE ACCREDITATION EXPENSES FOR THE EMERGENCY MEDICAL TECHNICIAN PROGRAM. | $75,000 |
| LEHIGH CONFERENCE OF CHURCHES | |||||||
| 457 W ALLEN STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES INCURRED TO ASSIST THE HOMELESS AND WORKING POOR. | $120,000 |
| LEHIGH COUNTY HISTORICAL SOCIETY | |||||||
| 432 WALNUT STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING AND PROGRAM EXPENSES OF THE MUSEUM. | $50,000 |
| LEHIGH COUNTY HUMANE SOCIETY | |||||||
| 640 DIXON STREET | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO SUPPORT COMMUNITY VET CLINIC SERVICES FOR LOW-INCOME ALLENTOWN RESIDENTS. | $10,000 |
| LEHIGH COUNTY SENIOR CITIZENS INC | |||||||
| 1633 ELM STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO SUPPORT SOCIAL, RECREATIONAL AND EDUCATIONAL PROGRAMS FOR LEHIGH COUNTY ELDERS. | $25,000 |
| LEHIGH VALLEY CENTER FOR INDEPENDENT LIVING INC | |||||||
| 713 N 13TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE CENTER AND ITS PROGRAMS. | $28,000 |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | |||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO UNDERWRITE THE COST OF LEASEHOLD IMPROVEMENTS FOR A DIFFERENT LOCATION IN EAST ALLENTOWN. | $40,000 |
| MANITO LIFE CENTER | |||||||
| 2160 N CEDAR CREST BLVD | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO SUPPORT EQUINE-BASED THERAPY PROGRAMS FOR AT RISK, LEHIGH COUNTY RESIDENTS. | $36,000 |
| MASONIC LODGES LIBRARY | |||||||
| 1524 W LINDEN STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO EXTEND AND MAINTAIN THE LIBRARY. | $2,000 |
| MERCY SCHOOL FOR SPECIAL LEARNING | |||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES TO EDUCATE CHILDREN WITH DISABILITIES. | $50,000 |
| MUHLENBERG COLLEGE | |||||||
| 2400 W CHEW STREET | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE EXPENSES OF THE COMMUNITY INTERNSHIP PROGRAM IN ALLENTOWN. | $20,000 |
| MUHLENBERG COLLEGE | |||||||
| 2400 W CHEW STREET | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE A TREXLER PRE-THEOLOGICAL PRIZE AWARDED TO OUTSTANDING PRE-THEOLOGICAL STUDENT. | $500 |
| MUHLENBERG COLLEGE | |||||||
| 2400 W CHEW STREET | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE A CHRISTIAN MINISTRY SCHOLARSHIP. | $10,000 |
| NORTHERN LEHIGH RECREATION AUTHORITY | |||||||
| 7951 CENTER STREET | SLATINGTON | PA | 18080 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT FOR THE SUMMER YOUTH PROGRAM. | $9,000 |
| PENNSYLVANIA SINFONIA ORCHESTRA | |||||||
| 1524 LINDEN STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO SUPPORT THE 40TH ANNIVERSARY SEASON. | $7,500 |
| PINEBROOK FAMILY ANSWERS | |||||||
| 402 N FULTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING COSTS FOR SERVICES TO LEHIGH COUNTY YOUTH IN NEED OF MENTAL AND BEHAVIORAL HEALTH ASSISTANCE. | $90,000 |
| PRATYUSH SINHA FOUNDATION | |||||||
| 961 MARCON BLVD SUITE 102 | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE MINDFULNESS PROGRAMS IN THE ALLENTOWN SCHOOL DISTRICT. | $7,000 |
| PROMISE NEIGHBORHOODS OF LEHIGH VALLEY | |||||||
| 333 W UNION STREET SUITE 3 | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO SUPPORT INSTITUTIONAL CAPACITY BUILDING FOR ALLENTOWN. | $50,000 |
| PUBLIC LIBRARY OF CATASAUQUA | |||||||
| 302 BRIDGE STREET | CATASAUQUA | PA | 18032 | NONE | PUBLIC CHARITY | TO SUPPORT OPERATING EXPENSES FOR THE LIBRARY. | $15,000 |
| REPERTORY DANCE THEATRE | |||||||
| 1402 LINDEN STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | SUPPORT FOR OPERATING AND PROGRAM EXPENSES FOR ALLENTOWN PROGRAMS. | $8,000 |
| RESURRECTED COMMUNITY DEVELOPMENT CORPORATION INC | |||||||
| 144 NORTH 9TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO FUND RENOVATION COSTS TO THE CHILDCARE EDUCATION CENTER AT NINTH AND TURNER STREETS. | $10,000 |
| RIPPLE COMMUNITY INC | |||||||
| 1335 WEST LINDEN STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE COMMUNITY CENTER AND THE SOCIAL SERVICES HUB. | $125,000 |
| SACRED HEART HOSPITAL OF ALLENTOWN | |||||||
| 421 W CHEW STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE PROGRAM EXPENSES OF THE PARISH/FAITH COMMUNITY NURSING PROGRAM IN ALLENTOWN. | $40,000 |
| SIGHTS FOR HOPE | |||||||
| 845 W WYOMING STREET | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO SUPPORT PROGRAMS AND SERVICES FOR SIGHT-IMPAIRED LEHIGH COUNTY RESIDENTS. | $15,000 |
| SLATINGTON PUBLIC LIBRARY | |||||||
| 650 MAIN STREET | SLATINGTON | PA | 18080 | NONE | PUBLIC CHARITY | TO FUND BUILDING RENOVATIONS AND REPAIRS. | $25,000 |
| THE ALLENTOWN BAND INC | |||||||
| 1914 WEST GREENLEAF STREET | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES FOR THE BAND. | $3,000 |
| THE BAUM SCHOOL OF ART | |||||||
| 510 W LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES OF THE ART SCHOOL. | $110,000 |
| THE BAUM SCHOOL OF ART | |||||||
| 510 W LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE CITY ARTS CAMP. | $26,500 |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC | |||||||
| 815 HAMILTON ST | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES. | $20,000 |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC | |||||||
| 815 HAMILTON ST | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO FUND THE THIRD INSTALLMENT FOR THE ALLENTOWN EXPANSION PROJECT. | $100,000 |
| THE LITERACY CENTER | |||||||
| 1132 HAMILTON STREET 300 | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO FUND OPERATING EXPENSES TO DELIVER THE CENTER'S LITERACY PROGRAMS. | $65,000 |
| THE NEIGHBORHOOD CENTER | |||||||
| PO BOX 412 | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES TO PROVIDE PROGRAMS FOR CENTER CITY YOUTH. | $42,000 |
| THE PENNSYLVANIA SHAKESPEARE FESTIVAL | |||||||
| 2755 STATION AVENUE | ALLENTOWN | PA | 18034 | NONE | PUBLIC CHARITY | TO SUPPORT THE WILLPOWER TOUR IN UNDERSERVED COMMUNITIES IN LEHIGH COUNTY. | $20,000 |
| THE SALVATION ARMY | |||||||
| 144 N 8TH STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO SUPPORT THE EMERGENCY SHELTER, YOUTH ENRICHMENT PROGRAMS, AND SAFETY-NET SERVICES OF THE ALLENTOWN SALVATION ARMY. | $175,000 |
| THE VALLEY AGAINST SEX TRAFFICKING | |||||||
| 1341 W LINDEN ST | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE THE ACTIVITIES, PROGRAMS, AND SERVICES OF THE DROP-IN CENTER. | $7,500 |
| TURNING POINT OF LEHIGH VALLEY INC | |||||||
| 444 E SUSQUEHANNA STREET | ALLENTOWN | PA | 18013 | NONE | PUBLIC CHARITY | TO UNDERWRITE INCREASED SERVICE CAPACITY LOCATED AT THE ALLENTOWN YWCA. | $20,000 |
| UNION AND WEST END CEMETERY ASSOCIATION | |||||||
| 326-348 N 10TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES. | $8,500 |
| VIA OF THE LEHIGH VALLEY INC | |||||||
| 336 W SPRUCE STREET | BETHLEHEM | PA | 18018 | NONE | PUBLIC CHARITY | TO SUPPORT EMPLOYMENT PROGRAMS FOR DISABLED LEHIGH COUNTY RESIDENTS. | $18,000 |
| WILDLANDS CONSERVANCY INC | |||||||
| 3701 ORCHID PLACE | ALLENTOWN | PA | 18049 | NONE | PUBLIC CHARITY | TO SUPPORT THE CONTINUED DEVELOPMENT OF THE JORDAN CREEK GREENWAY. | $20,000 |
| WILDLIFE INFORMATION CENTER | |||||||
| PO BOX 198 | SLATINGTON | PA | 18080 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING EXPENSES AND EDUCATIONAL OUTREACH IN THE ALLENTOWN SCHOOL DISTRICT. | $22,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION | |||||||
| 609 HAMILTON STREET SUITE LL 200 | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | TO UNDERWRITE OPERATING AND PROGRAM EXPENSES. | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,401,000 | 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 | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,937,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,458,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,396,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,396,605 | 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 | CategoryTxt |
| Amt | $69,348 | Amt |
| Net Investment Income | $34,674 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,674 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEI CORE FIXED INCOME FUND | AT COST | $19,457,821 | $17,574,805 |
| SEI DYNAMIC ASSET ALLOCATION FUND | AT COST | $5,039,779 | $7,026,446 |
| SEI EMERGING MARKETS DEBT FUND | AT COST | $4,424,642 | $4,112,436 |
| SEI EXTENDED MARKET INDEX | AT COST | $3,012,619 | $4,236,682 |
| SEI GLOBAL MANAGED VOLATILITY FUND | AT COST | $5,038,660 | $5,639,967 |
| SEI HIGH YIELD BOND FUND | AT COST | $6,601,178 | $5,430,143 |
| SEI MULTI ASSET REAL RETURN FUND | AT COST | $6,134,685 | $5,499,261 |
| SEI S&P 500 INDEX FUND | AT COST | $11,176,000 | $18,252,267 |
| SEI SMALL CAP II FUND A | AT COST | $2,726,382 | $2,870,613 |
| SEI SPECIAL SITUATIONS FUND | AT COST | $3,918,795 | $6,503,019 |
| SEI STRUCTURED CREDIT FUND | AT COST | $3,880,660 | $9,762,013 |
| SEI WORLD EQUITY EX-US FUND | AT COST | $23,991,261 | $23,811,279 |
| SEI CORE PROPERTY FUND | AT COST | $5,023,262 | $10,366,016 |
| SEI GPA III PRIVATE EQUITY FUND | AT COST | $146,582 | $4,388,453 |
| SEI GPA IV PRIVATE EQUITY FUND | AT COST | $2,944,471 | $5,666,818 |
| SEI US EQUITY FCTR ALLOC | AT COST | $7,292,340 | $9,927,209 |
| SEI DAILY INCOME GOVERNMENT FUND | AT COST | $262,740 | $262,740 |
| SEI GLOBAL PRIVATE ASSETS V | AT COST | $1,605,780 | $1,817,919 |
| SEI VISTA FUND | AT COST | $6,100,000 | $7,327,354 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CAST BRONZE PLAQUE | $418 | $0 | $418 |
| LEHIGH PARKWAY PAINTING | $105 | $0 | $105 |
| COVERED BRIDGE PAINTING | $65 | $0 | $65 |
| SNOW SCENE PAINTING | $68 | $0 | $68 |
| SHEEP RANCH PAINTING | $80 | $0 | $80 |
| FRAME FOR HCT BY NPB | $112 | $0 | $112 |
| 3 SHAW WALKER FILE CABINETS | $1,485 | $0 | $1,485 |
| 1 SHAW WALKER FILE CABINET | $674 | $0 | $674 |
| COFFEE TABLE | $90 | $0 | $90 |
| CHAIR | $872 | $0 | $872 |
| SOFA | $1,541 | $0 | $1,541 |
| CHAIR | $872 | $0 | $872 |
| CHAIR | $1,053 | $0 | $1,053 |
| CREDENZA | $2,003 | $0 | $2,003 |
| OFFICE FURNITURE | $3,524 | $0 | $3,524 |
| REFINISHED FURNITURE | $9,935 | $0 | $9,935 |
| BOARDROOM COMMUNICATON | $2,592 | $0 | $2,592 |
| BOARDROOM TECHNOLOGY | $8,113 | $0 | $8,113 |
| REFINISHED FURNITURE | $7,887 | $0 | $7,887 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $13,462 | LegalFeesAmt |
| Net Investment Income | $3,366 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,096 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $14,112 | BOYBookValueAmt |
| EOY Book Value | $71,973 | EOYBookValueAmt |
| EOYFMV | $71,973 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISPSOAL OF FIXED ASSETS | Desc |
| Amt | $3,113 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $16,525 | $8,263 | $0 | $8,262 |
| BANK CHARGES | $49 | $24 | $0 | $25 |
| COPIER | $355 | $89 | $0 | $266 |
| INFORMATION TECHNOLOGY (GRANT DATABASE & CONSULTING) | $15,485 | $0 | $0 | $15,485 |
| DUES | $5,375 | $2,688 | $0 | $2,687 |
| INTERNET | $735 | $367 | $0 | $368 |
| PAYROLL PROCESSING | $907 | $227 | $0 | $680 |
| POSTAGE | $468 | $117 | $0 | $351 |
| OFFICE SUPPLIES | $5,195 | $1,299 | $0 | $3,896 |
| TELEPHONE | $6,582 | $1,645 | $0 | $4,937 |
| SMALL EQUIPMENT | $9,424 | $4,712 | $0 | $4,712 |
| OFFICE MAINTENANCE | $1,427 | $357 | $0 | $1,070 |
| ORPHANS' COURT | $10,355 | $5,178 | $0 | $5,177 |
| ROMPER DAY | $3,186 | $0 | $0 | $3,186 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $757,290 | $757,290 | $0 | $0 |
| CONSULTING | $57,259 | $0 | $0 | $57,259 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $63,508 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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