TOPPER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349106481
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:17:59-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | 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 | 200523820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPP | BusinessNameControlTxt |
| Phone | 6107913800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON STREET SUITE 500 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2024-10-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $521,523 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $159,409 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $159,409 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $159,409 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $107,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,075 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $107,075 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $573,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,614,480 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $490,954 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $490,954 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,852,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,484 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $757,438 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $42,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,477 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $320 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,794,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,794,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,839,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,794,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $757,438 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $15,100,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,922,039 | CorporateStockEOYAmt |
| Total Assets BOY | $15,100,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,922,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,100,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,922,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,100,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,922,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,100,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,922,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,100,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,808,735 | OtherIncreasesAmt |
| Subtotal | $16,922,039 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,922,039 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,073 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,073 | SubtotalAmt |
| Tax Based On Investment Income | $3,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $950 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $950 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $56 | EsPenaltyAmt |
| Tax Due | $2,179 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH V TOPPER JR | IndividualWithBooksNm |
| Phone | 6107913800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH V TOPPER JR | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MAUREEN TOPPER | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,951,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,951,587 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,951,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,727,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $736,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $736,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,073 | TotalTaxAmt |
| Distributable Before Adj | $733,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $733,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $733,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,794,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,794,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $733,293 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $292,217 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,383,945 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,926,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,040,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $681,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,324,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,794,550 | QualifyingDistributionsAmt |
| Applied To Current Year | $733,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,061,257 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,385,532 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $292,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,093,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,383,945 | ExcessFromYear4Amt |
| Excess From Year3 | $1,926,218 | ExcessFromYear3Amt |
| Excess From Year2 | $1,040,026 | ExcessFromYear2Amt |
| Excess From Year1 | $681,869 | ExcessFromYear1Amt |
| Excess From Current Year | $1,061,257 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH V TOPPER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107913800 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCHS | ||||||||
| 301 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| ACTIVE MINDS | ||||||||
| 2001 S STREET NW | WASHINGTON | DC | 20009 | NONE | PAID | GENERAL CHARITABLE | $2,500 | SUITE 700 |
| AMERICAN CANCER SOCIETY | ||||||||
| 1818 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PAID | GENERAL CHARITABLE | $815 | |
| ASSUMPTION BVM CHURCH | ||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $3,250 | |
| ASSUMPTION CHURCH | ||||||||
| 4101 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $27,100 | |
| AUGUSTINIAN FUND | ||||||||
| 214 ASHWOOD ROAD | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $25,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 41 S CARLISLE STREET | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| BLESSED SACRAMENT | ||||||||
| 34-43 93RD STREET | JACKSON HEIGHTS | NY | 11372 | NONE | PAID | GENERAL CHARITABLE | $15,000 | |
| BLOOM | ||||||||
| 1425 MOUNTAIN DRIVE NORTH | BETHLEHEM | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $12,500 | |
| BOY & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| CATHOLIC FOUNDATION OF EASTERN PA | ||||||||
| PO BOX 1430 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $18,000 | |
| CATHOLIC PSYCHOTHERAPY ASSOCIATION | ||||||||
| 7251 W 20TH ST M2 | GREELWY | CO | 80634 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| CAY GALGON LIFE HOUSE | ||||||||
| 714 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $11,000 | |
| CHOP | ||||||||
| 550 S GODDARD BLVD | KING OF PRUSSIA | PA | 19406 | NONE | PAID | GENERAL CHARITABLE | $5,000 | NORTH ENTRANCE |
| DESALES UNIVERSITY | ||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $30,000 | |
| DIOCESE OF ALLENTOWN | ||||||||
| 1515 MARTIN LUTHER KING | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $115,600 | JR DRIVE |
| GOVERNOR'S SCHOOL FOR ARTS | ||||||||
| 254 GRANBY ST | NORFOLK | VA | 23510 | NONE | PAID | GENERAL CHARITABLE | $7,500 | |
| HEALTH NETWORK FOUNDATION | ||||||||
| 3550 LANDER RD | CLEVLAND | OH | 44124 | NONE | PAID | GENERAL CHARITABLE | $10,000 | SUITE 225 |
| INTERNATIONAL OCD FOUNDATION | ||||||||
| PO BOX 961029 | BOSTON | MA | 02196 | NONE | PAID | GENERAL CHARITABLE | $25,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 27 MEMORIAL DRIVE W | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $15,000 | |
| LEHIGH VALLEY HOSPITAL | ||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $40,638 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 5300 CHESTER AVE | PHILADELPHIA | PA | 19143 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| MARYKNOLL | ||||||||
| 55 RYDER RD | MARYKNOLL | NY | 10545 | NONE | PAID | GENERAL CHARITABLE | $100 | |
| MERCY SCHOOL FOR SPECIAL LEARNING | ||||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $265 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 111 E 210TH ST | BRONX | NY | 10467 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| PAULIST FATHERS | ||||||||
| 415 WEST 59TH ST | NEW YORK | NY | 10019 | NONE | PAID | GENERAL CHARITABLE | $2,564 | |
| PAYPAL GIVING FUND | ||||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PAID | GENERAL PURPOSE | $12,500 | SUITE 1202 |
| REGINA ANGELORUM ACADEMY | ||||||||
| 105 ARGYLE RD | ARDMORE | PA | 19003 | NONE | PAID | GENERAL CHARITABLE | $31,000 | |
| SCHOOL OF ANGELS | ||||||||
| 221 SOTH EASTMAN AVE | LAS ANGELES | CA | 900632423 | NONE | PAID | GENERAL CHARITABLE | $50,000 | |
| SECOND HARVEST | ||||||||
| 6969 SILVER CREST RD | NAZARETH | PA | 18064 | NONE | PAID | GENERAL CHARITABLE | $1,562 | |
| ST MICHAEL THE ARCHANGELS | ||||||||
| 130 LEVITTOWN PKWY | LEVITTOWN | PA | 19054 | NONE | PAID | GENERAL CHARITABLE | $37,500 | |
| TRINITY HALL | ||||||||
| 101 CORREGIDOR RD | TINTON FALLS | NJ | 07724 | NONE | PAID | GENERAL CHARITABLE | $10,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PAID | GENERAL PURPOSE | $2,000 | |
| UNITED WAY OF THE GREATER LV | ||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $1,042,500 | |
| VILLANOVA SPECIAL OLYMPICS | ||||||||
| 215 DOUGHERTY HALL | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $5,000 | 800 LANCASTER AVE |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $185,000 | |
| VUC | ||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | MPME | PAID | GENERAL CHARITABLE | $8,156 | |
| WALKING WITH PURPOSE | ||||||||
| 15 E PUTNAM AVE | GREEMWHICH | CT | 06830 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| WOLF PERFORMING ARTS CENTER | ||||||||
| 1240 MONTROSE AVE | BRYN MAWR | PA | 19010 | NONE | PAID | GENERAL CHARITABLE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,794,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,409 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,075 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $573,672 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PLAINS ALL AMERICAN PIPELIN | 14 | $6,117 |
| ENTERPRISE PRODUCTS PARTNER | 14 | -$11,416 |
| ENERGY TRANSFER LP | 14 | -$43,801 |
| CROSSAMERICA PARTNERS | 14 | $611,761 |
| DCP MIDSTREAM | 14 | -$11,179 |
| SUNOCO LP | 14 | -$13,777 |
| KING STREET GLOBAL | 14 | -$46,751 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,331,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,331,110 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMSCCII | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST | AddressLine1Txt |
| Address Line2 | SUITE 500 | AddressLine2Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| RAYMOND JAMES 4687 | 2023-03 | PURCHASE | 2023-04 | $1,018,499 | $1,007,804 | $10,695 |
| RAYMOND JAMES 4687 | 2017-07 | PURCHASE | 2023-06 | $595,981 | $1 | $595,980 |
| KING STREET GLOBAL | 2023-02 | PURCHASE | 2023-12 | $26,461 | -$26,461 | |
| KING STREET GLOBAL | 2021-01 | PURCHASE | 2023-12 | $6,542 | -$6,542 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $16,922,039 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| RAYMOND JAMES 4687 MARGIN IN | $320 | $320 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PLAINS ALL AMERICAN PIPELINE | $6,117 | $6,117 |
| ENTERPRISE PRODUCTS PARTNERS | -$11,416 | -$11,416 |
| ENERGY TRANSFER LP | -$43,801 | -$43,801 |
| CROSSAMERICA PARTNERS | $611,761 | $611,761 |
| DCP MIDSTREAM | -$11,179 | -$11,179 |
| SUNOCO LP | -$13,777 | -$13,777 |
| KING STREET GLOBAL | -$46,751 | -$46,751 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INCREASE | Desc |
| Amt | $1,808,735 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISC | $2,375 | $2,375 |
| RAYMOND JAMES 4687 | $37,570 | $37,570 |
| OTHER | $2,532 | $2,532 |
| RBC CAPITAL MARKETS, LLC 3041 I | ||
| RBC CAPITAL MARKETS, LLC 3041 F |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES 6097 | CategoryTxt |
| Amt | $12 | Amt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |