PFUNDT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PFUNDT FOUNDATION (EIN 23-6442007)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-12-13
- IRS object ID
- 202423489349100107
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-13T11:16:19-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810990886 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAJNY & KIESEL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 WYOMING BLVD NE - SUITE 260 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236442007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFUNDT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PFUN | BusinessNameControlTxt |
| Phone | 2153570330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 BROWNSVILLE ROAD | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM N PFUNDT | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 2153570330 | PhoneNum |
| Signature | 2024-12-13 | 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 | DAVID J HAJNY CPA | PreparerPersonNm |
| PTIN | P00311296 | PTIN |
| Phone | 5055037395 | PhoneNum |
| 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 | $4,909,706 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$48,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,531,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,156 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,577 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,878 | CashBOYAmt |
| Cash EOY | $11,493 | CashEOYAmt |
| Cash EOYFMV | $11,493 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $158,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,198 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,198 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $232,951 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $213,904 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $208,109 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,038,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,883,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,464,825 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,163,585 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,174,109 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,099,081 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,596,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,409,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,909,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $119,065 | CapitalStockBOYAmt |
| Capital Stock EOY | $119,065 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,477,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,290,049 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,596,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,409,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,596,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,409,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,596,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,409,114 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,409,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,529,339 | $1,580,121 | -$50,782 | -$50,782 | |
| CAPITAL GAINS DIVIDENDS | $1,873 | $1,873 | $1,873 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,909 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | 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 | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $175 | OverpaymentAmt |
| Applied To ES Tax | $175 | 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 |
| Individual With Books | FOUNDATION MANAGER | IndividualWithBooksNm |
| Phone | 2153570330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 BROWNSVILLE ROAD | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LAUREN P MEYER | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILLIAM N PFUNDT | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | MANAGER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $4,515,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,608,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,608,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,538,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,145 | TotalTaxAmt |
| Distributable Before Adj | $225,803 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,803 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,803 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,027 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,027 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $205,257 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $205,257 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,770 | 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 | $211,033 | 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 | LAUREN P MEYER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOUNDATION 1722 BROWNSVILLE | AddressLine1Txt |
| Address Line2 | ROAD | AddressLine2Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2153570330 | RecipientPhoneNum |
| Form And Info And Materials | ANY WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A WOMAN'S PLACE | ||||||
| PO BOX 299 | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $5,000 |
| ALS ASSOCIATION OF GREATER PHILADELPHIA | ||||||
| 321 NORRISTOWN RD 260 | AMBLER | PA | 19002 | PUB. CHARITY | CHARITABLE | $500 |
| ANCHOR HOUSE | ||||||
| 482 CENTRE ST | TRENTON | NJ | 08611 | PUB. CHARITY | CHARITABLE | $500 |
| BRYN MAWR PRESBYTERIAN CHURCH | ||||||
| 625 MONTGOMERY AVE | BRYN MAWR | PA | 19010 | PUB. CHARITY | CHARITABLE | $5,000 |
| BUCKS COUNTY HERALD FOUNDATION | ||||||
| 875 NORTH EASTON ROAD - SUITE 1 | DOYLESTOWN | PA | 18902 | PUB. CHARITY | CHARITABLE | $25,000 |
| BUCKS COUNTY PLAYHOUSE THEATER INC | ||||||
| 12 WEST MECHANIC STREET | NEW HOPE | PA | 18938 | PUB. CHARITY | CHARITABLE | $50,000 |
| BUCKS COUNTY SPCA | ||||||
| PO BOX 277 | LAHASKA | PA | 18931 | PUB. CHARITY | CHARITABLE | $2,500 |
| FRANKLIN INSTITUTE | ||||||
| 222 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | PUB. CHARITY | CHARITABLE | $5,000 |
| GEORGE SCHOOL | ||||||
| 1690 NEWTOWN LANGHORNE RD | NEWTOWN | PA | 18940 | PUB. CHARITY | CHARITABLE | $1,500 |
| HERITAGE CONSERVANCY | ||||||
| 85 OLD DUBLIN PIKE | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $25,000 |
| HOVNANIAN SCHOOL | ||||||
| 817 RIVER RD | NEW MILFORD | NJ | 07646 | PUB. CHARITY | CHARITABLE | $250 |
| HUN SCHOOL OF PRINCETON | ||||||
| 176 EDGESTOUNE RD | PRINCETON | NJ | 08450 | PUB. CHARITY | CHARITABLE | $500 |
| HUNTINGDON'S DISEASE SOCIETY OF AMERICA | ||||||
| 505 EIGTH AVE SUITE 902 | NEW YORK CITY | NY | 10018 | PUB. CHARITY | CHARITABLE | $300 |
| LEWA WILDLIFE CONSERVANCY USA | ||||||
| PO BOX 23860 | NEW YORK CITY | NY | 10087 | PUB. CHARITY | CHARITABLE | $1,000 |
| MARINE MAMMAL STRANDING CTR | ||||||
| 3625 ATLANTIC BRIGANTINE BLVD | BRIGANTINE | NJ | 08203 | PUB. CHARITY | CHARITABLE | $1,000 |
| MICHENER ART MUSEUM | ||||||
| 138 SOUTH PINE STREET | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $12,000 |
| NATIONAL BRITTANY RESCUE & ADOPTION NETWORK | ||||||
| 94 DEER PATH ROAD | CURWENSVILLE | PA | 16833 | PUB. CHARITY | CHARITABLE | $500 |
| PGA TOUR CHARITIES | ||||||
| 100 PGA TOUR BLVD | PONTE VEDRA BEACH | FL | 32082 | PUB. CHARITY | CHARITABLE | $300 |
| PHILADELPHIA RONALD MCDONALD HOUSE | ||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PUB. CHARITY | CHARITABLE | $3,000 |
| RICHIE ASHBURN - HARRY KALAS FOUNDATION | ||||||
| PO BOX 1564 | BLUE BELL | PA | 19422 | PUB. CHARITY | CHARITABLE | $400 |
| RIVER CROSSING YMCA | ||||||
| 2500 LOWER STATE RD | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $25,000 |
| SHELDRICK WILDLIFE TRUST USA | ||||||
| 25283 CABOT RD SUITE 101 | LAGUNA HILLS | CA | 92653 | PUB. CHARITY | CHARITABLE | $500 |
| TETON RAPTOR CENTER | ||||||
| PO BOX 1805 | WILSON | WY | 83014 | PUB. CHARITY | CHARITABLE | $500 |
| WASHINGTON CROSSING COUNCIL BSA | ||||||
| 1 SCOUT WAY | DOYLESTOWN | PA | 18907 | PUB. CHARITY | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,250 | 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 | $282 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,874 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$48,909 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,247 | 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 FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,174,109 | EOYBookValueAmt |
| EOYFMV | $1,099,081 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $2,883,410 | EOYBookValueAmt |
| EOYFMV | $3,464,825 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $213,904 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $208,109 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $23,795 | $23,795 | $0 |
| POSTAGE | $4 | $0 | $4 |
| INSURANCE | $1,573 | $0 | $1,573 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $917 | $0 | $0 |
| STATE TAXES | $15 | $0 | $0 |