BETA

LAURIE & DAVE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LAURIE & DAVE FOUNDATION (EIN 81-4857697)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202501349349101450
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T08:10:55-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461196981PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STANILLA SIEGEL AND MASER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1825 NORMAN DRIVEAddressLine1Txt
CityLEBANONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP170427445ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814857697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAURIE & DAVE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAURBusinessNameControlTxt
Phone7172692021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1609 CHESTNUT STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17042ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURIE RC FUNKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7172692021PhoneNum
Signature2025-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS I SIEGEL CPAPreparerPersonNm
PTINP00080368PTIN
Phone7172731683PhoneNum
Preparation2025-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$519,019FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$201,398ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,486DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,486DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,840NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$216,340GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,840CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$275,724TotalRevAndExpnssAmt
Total Net Invst Incm$74,326TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,582AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$12,306TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$531OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$484,207ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$484,207ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$499,626TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$484,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$223,902ExcessRevenueOverExpensesAmt
Net Investment Income$74,326NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$303,587SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,665SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,665SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$121,177CorporateStockBOYAmt
Corporate Stock EOY$143,063CorporateStockEOYAmt
Corporate Stock EOYFMV$309,842CorporateStockEOYFMVAmt
Other Investments BOY$111,310OtherInvestmentsBOYAmt
Other Investments EOY$132,696OtherInvestmentsEOYAmt
Other Investments EOYFMV$204,512OtherInvestmentsEOYFMVAmt
Total Assets BOY$536,074TotalAssetsBOYAmt
Total Assets EOY$280,424TotalAssetsEOYAmt
Total Assets EOYFMV$519,019TotalAssetsEOYFMVAmt
Other Liabilities BOY$557OtherLiabilitiesBOYAmt
Other Liabilities EOY$37OtherLiabilitiesEOYAmt
Total Liabilities BOY$557TotalLiabilitiesBOYAmt
Total Liabilities EOY$37TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$535,517NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$280,387NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$535,517TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$280,387TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$536,074TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$280,424TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$535,517TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$223,902ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$311,615SubtotalAmt
Other Decreases$31,228OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$280,387TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
150 SH AMERN EXPRESS COP2024-02-12$32,013$25,006$7,007$7,007
18 SH BROADCOM INCP2024-02-13$22,269$14,909$7,360$7,360
256 SH DIGITAL REALTY TRP2024-02-15$37,650$29,704$7,946$7,946
61 SH INTL BUSINESS MACHS CORPP2024-02-13$11,212$9,286$1,926$1,926
185 SH JPMORGAN CHASE & COP2024-02-12$32,667$26,421$6,246$6,246
93 SH EATON CORPP2024-02-15$25,492$20,147$5,345$5,345
43 SH AMERN EXPRESSP2024-02-12$9,177$6,227$2,950$2,950
7 SH BROADCOM INCP2024-02-13$8,660$3,653$5,007$5,007
78 SH JPMORGAN CHASE & COP2024-02-12$13,773$9,721$4,052$4,052
21 SH EATON CORPP2024-02-15$5,756$3,426$2,330$2,330
CAPITAL GAINS DIVIDENDSP$17,671$17,671$17,671
FieldValueIRS element (for citing)
Capital Gain Net Income$67,840CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,033InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,033SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,033TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,687OverpaymentAmt
Applied To ES Tax$5,687AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURIE FUNKIndividualWithBooksNm
Phone7172692021PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1609 CHESTNUT STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17042ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID H FUNK
609 CHESTNUT STREETLEBANONPA17042PRESIDENT1.00$0$0$0
LAURIE RC FUNK
609 CHESTNUT STREETLEBANONPA17042SECRETARY-TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$519,870AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,533AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$544,403TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$544,403AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,166CashDeemedCharitableAmt
Net Vl Noncharitable Assets$536,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,812MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,812MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,033TaxBasedOnInvestmentIncomeAmt
Total Tax$1,033TotalTaxAmt
Distributable Before Adj$25,779DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,779DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,779DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$484,207ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$484,207QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,779DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$76,174ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,132ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$203,793ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$120,258ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$499,361ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$968,718TotalExcessDistributionCyovAmt
Qualifying Distributions$484,207QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,779AppliedToCurrentYearAmt
Remaining Distri From Corpus$458,428RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,427,146TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$76,174ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,350,972ExcessDistriCyovToNextYrAmt
Excess From Year4$69,132ExcessFromYear4Amt
Excess From Year3$203,793ExcessFromYear3Amt
Excess From Year2$120,258ExcessFromYear2Amt
Excess From Year1$499,361ExcessFromYear1Amt
Excess From Current Year$458,428ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHESTNUT STREET COMMUNITY CENTER
609 CHESTNUT STLEBANONPA17042QUALIFIED ACTIVITIES$280,000
COMMUNITY HEALTH COUNCIL OF LEBANON COUNTY
259 SOUTH 4TH STLEBANONPA17042QUALIFIED ACTIVITIES$500
LEBANON COUNTY CHRISTIAN MINISTRIES
250 SOUTH SEVENTH STREETLEBANONPA17042QUALIFIED ACTIVITIES$500
LEBANON VALLEY FAMILY YMCA
201 N 7TH STLEBANONPA17046QUALIFIED ACTIVITIES$200,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104QUALIFIED ACTIVITIES$1,000
ST LUKE'S EPISCOPAL CHURCH
22 S 6TH STREETLEBANONPA17042QUALIFIED ACTIVITIES$500
UNITED WAY OF LEBANON COUNTY
801 CUMBERLAND STLEBANONPA17042QUALIFIED ACTIVITIES$1,000
COMMUNITY OF LEBANON ASSOCIATION
23 E PENN AVECLEONAPA17042QUALIFIED ACTIVITIES$100
LEBANON COMMUNITY LIBRARY
125 N 7TH STLEBANONPA17046QUALIFIED ACTIVITIES$200
FRIENDS OF LIBERIA
2400 VIRGINIA AVE NW SUITE C308WASHINGTONDC20037QUALIFIED ACTIVITIES$300
KENNEDY KRIEGER INSTITUTE
707 N BROADWAYBALTIMOREMD21205QUALIFIED ACTIVITIES$107
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$484,207TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,486ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,840ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$74,326ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,326TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID & LAURIE RC FUNKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1609 CHESTNUT STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17042ZIPCd
FieldValueIRS element (for citing)
Total Contributions$201,398TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1263 SH JPM (PUBLICLY TRADED SECURITY)$45,8632024-02-09
1114 SH ETN (PUBLICLY TRADED SECURITY)$31,4402024-02-09
1193 SH AXP (PUBLICLY TRADED SECURITY)$40,9802024-02-09
125 SH AVGO (PUBLICLY TRADED SECURITY)$3,1682024-02-09
142 SH LLY (PUBLICLY TRADED SECURITY)$31,0662024-02-09
1256 SH DLR (PUBLICLY TRADED SECURITY)$37,5652024-02-09
161 SH IBM (PUBLICLY TRADED SECURITY)$11,3162024-02-09

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,582Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$143,063EOYBookValueAmt
EOYFMV$309,842EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$132,696BookValueAmt
EOYFMV$204,512EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN FMV AND BOOK OF SECURITIES DONATEDDesc
Amt$31,228Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSE$112$0$0
OFFICE EXPENSE$419$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$557BOYBookValueAmt
EOY Book Value$37EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES ON INCOMECategoryTxt
Amt$12,306Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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