BABCOCK FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BABCOCK FAMILY FOUNDATION (EIN 20-5272437)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349104644
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T13:18:33-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251464314 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWLETT & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHARLES ST PO BOX 878 | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205272437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Babcock Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BABC | BusinessNameControlTxt |
| Phone | 8145587061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 614 | AddressLine1Txt |
| City | Sherrills Ford | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28673 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD E BABCOCK JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8145587061 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | BABCOCK JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Thomas M Owlett Esquire | PreparerPersonNm |
| PTIN | P01466288 | PTIN |
| Phone | 5707231470 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,264,217 | 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 |
| Dividends Rev And Expnss | $76,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,118 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $12,848 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $76,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,966 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,708 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,708 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,925 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $203 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,708 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,954 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,954 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,517 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $103,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,269 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $243,785 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,002,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,937,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,876,915 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,253,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,185,461 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,264,217 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,253,349 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,185,461 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,253,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,185,461 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,253,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,185,461 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,253,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,784 | OtherIncreasesAmt |
| Subtotal | $2,185,461 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,185,461 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edward Jones #11-1-8 Box D | P | 2020-12-31 | 2022-12-31 | $101,511 | $0 | $105,749 | -$4,238 | $0 | $0 | $0 | -$4,238 |
| Edward Jones #11-1-8 Box E | P | 2020-12-31 | 2022-12-31 | $70,994 | $0 | $53,908 | $17,086 | $0 | $0 | $0 | $17,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,300 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,300 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,121 | OverpaymentAmt |
| Applied To ES Tax | $2,121 | AppliedToESTaxAmt |
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 | Edward E Babcock Jr | IndividualWithBooksNm |
| Phone | 7244136817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 614 | AddressLine1Txt |
| City | Sherrills Ford | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28673 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Edward E Babcock Jr | ||||||||
| 269 Blue Bird Lane | Port Matilda | PA | 16870 | Trustee | 1.00 | $0 | $0 | $0 |
| Rosemary Babcock | ||||||||
| 269 Blue Bird Lane | Port Matilda | PA | 16870 | Trustee | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provided grants to charities to further children and youth programs and education, as well as spiritual growth of religious institutions. | Description1Txt |
| Expenses1 | $151,954 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,367,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,503,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,503,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,466,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,179 | TotalTaxAmt |
| Distributable Before Adj | $122,128 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,128 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,128 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,662 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $154,662 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,789 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,789 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,255 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edward E Babcock Jr | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Penn State University | ||||||
| 201 Shields Building | University Park | PA | 16802 | School | Scholarship | $35,000 |
| State College Alliance Church | ||||||
| 1221 West Whitehall Road | State College | PA | 16801 | 501(c)(3) | Further programs | $11,000 |
| Campus Crusade for Christ International | ||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | 501(c)(3) | Further programs | $0 |
| Nittany Christian School | ||||||
| 1221 W Whitehall Road | State College | PA | 16801 | 501(c)(3) | Futher Programs | $0 |
| The Crossing | ||||||
| 150 S 48th Street | Quincy | IL | 62305 | 501(c)(3) | Building Campaign | $5,000 |
| Indiana University of PA | ||||||
| 1011 South Drive | Indiana | PA | 15705 | Public | Scholarships | $0 |
| A Womans Concern | ||||||
| 423 S Pugh St | State College | PA | 16801 | Public | Futher Programs | $0 |
| Timothy J Piazza Memorial Foundation | ||||||
| PO Box 104 | Oldwick | NJ | 08858 | Public | Youth prosthetic devices | $0 |
| Saint Joseph's Catholic Academy | ||||||
| 901 Boalsburg Pike | Boalsburg | PA | 16827 | Public | Futher Programs | $0 |
| Zawadi Fund International | ||||||
| 571 Foxwood Lane | Paoli | PA | 19301 | Public | Futher Programs | $5,000 |
| Family Guidance | ||||||
| 1235 Penn Avenue | Wyomissing | PA | 19610 | Public | Futher Programs | $0 |
| State College YMCA | ||||||
| 67 W Whitehall Rd | State College | PA | 16801 | 501(c)(3) | Further Programs | $0 |
| Quincy Children's Museum | ||||||
| 625 Maine St | Quincy | IL | 62301 | 501(c)(3) | Develop childrenand families | $1,000 |
| Lake City Church | ||||||
| 311 Blurfield Rd | Mooresville | NC | 28117 | 501(c)(3) | Further Church programs | $1,000 |
| Bethel Fellowship Mennonote Witness | ||||||
| 17563 Highway AA | Sparta | WI | 54653 | 501(c)(3) | Relief payment for Unriane war | $2,000 |
| Cove Church | ||||||
| 197 Langtree Rd | Mooreseville | NC | 28117 | 501(c)(3) | Further Church programs | $27,000 |
| Feed My Starving Children | ||||||
| 401 93rd Ave NW | Coon Rapids | MN | 55433 | 501(c)(3) | Eliminate hunger | $53,201 |
| World Vision | ||||||
| PO Box 9716 | Federal Way | WA | 98063 | 501(c)(3) | Programs to benefitchildren & familiesin need | $78 |
| Camp Kanesatake | ||||||
| 4976 Camp K Lane | Spruce Creek | PA | 16683 | 501(c)(3) | Children summer camp to teach the Bible | $1,030 |
| THON | ||||||
| Penn State University | University Park | PA | 16801 | 501(c)(3) | Further youth programs | $500 |
| CRU | ||||||
| 100 Lake Hart Dr | Orlando | FL | 32832 | 501(c)(3) | Programs to connectpeople to Jesus Christ | $5,000 |
| Esperanza De Ana | ||||||
| PO Box 765 | Wooster | OH | 44691 | 501(c)(3) | Programs to transformlive through Christ inChilca, Peru | $5,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,954 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,118 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Little Lion Investment Club | $4,269 | $4,269 |
| Nittany Lion Fund, LLC | $100,000 | $239,516 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Edward Jones - Mutual Funds (See attached) | CategoryOrItemTxt |
| Book Value | $1,937,675 | BookValueAmt |
| EOYFMV | $1,876,915 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWLETT & LEWIS, P.C. 990-PF | CategoryTxt |
| Legal Fees | $2,708 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,708 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Expenses | $137 | $137 |
| Margin Interest | $0 | |
| Non-Deductible Expenses | $0 | |
| PO Box | $66 | $66 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Gains/(Losses) | $12,847 |
| Book Value Cost Adjustments | $1,937 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax | $320 | $320 |
| Excise Tax | $3,605 | $3,605 |
Comments