FREDERICK H BEDFORD JR AND MARGARET S BEDFORD CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK H BEDFORD JR AND MARGARET S BEDFORD CHARITABLE FOUNDATION (EIN 13-3544702)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-03
- IRS object ID
- 202312769349100516
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-03T12:07:38-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 VALLEY CENTER PARKWAY STE 300 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180172285 | 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 | 133544702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK H BEDFORD JR & MARGARET S | BusinessNameLine1Txt |
| Business Name Line2 | BEDFORD CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 6105593300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 KESSLERSVILLE ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MALLOY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6105593300 | PhoneNum |
| Signature | 2023-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MALLOY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SPRADLIN CPA | PreparerPersonNm |
| PTIN | P01210078 | PTIN |
| Phone | 6104335501 | PhoneNum |
| Preparation | 2023-09-27 | 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 |
| 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 | $18,210,006 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $502,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $499,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,286,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88,050 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,552,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,358 | 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 |
| Taxes Rev And Expnss | $159,122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,762 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,824 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,925 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $188,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,040,326 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,040,326 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,229,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,040,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $462,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,386 | CashBOYAmt |
| Cash EOY | $108,720 | CashEOYAmt |
| Cash EOYFMV | $108,720 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $84,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,731 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,675,721 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,413,907 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,413,907 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,590,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,396,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,396,481 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,742,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,101,167 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,101,167 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,393,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,210,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,210,006 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,393,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,210,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,393,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,210,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,393,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,210,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,393,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,449 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,716,647 | SubtotalAmt |
| Other Decreases | $3,506,641 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,210,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $100,000 | $103,755 | -$3,755 | -$3,755 | |
| SALES OF PUBLICLY TRADED SECURITIES | $235,000 | $292,833 | -$57,833 | -$57,833 | |
| SALES OF PUBLICLY TRADED SECURITIES | $872,523 | $927,535 | -$55,012 | -$55,012 | |
| CAPITAL GAINS DIVIDENDS | $78,805 | $78,805 | $78,805 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,795 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,984 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,462 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,446 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,015 | OverpaymentAmt |
| Applied To ES Tax | $6,015 | 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 | DE | 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 | JOHN MALLOY | IndividualWithBooksNm |
| Phone | 6105593300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18044 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN MALLOY | ||||||||
| PO BOX 31 | EASTON | PA | 180440031 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PIERRE D'ARENBERG | ||||||||
| PO BOX 31 | EASTON | PA | 180440031 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MUFFIE B MURRAY | ||||||||
| PO BOX 31 | EASTON | PA | 180440031 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARK VAN DE VOORDE | ||||||||
| PO BOX 31 | EASTON | PA | 180440031 | SECRETARY | 0.00 | $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 | $18,822,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $453,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,275,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,275,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,986,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $949,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $949,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,431 | TotalTaxAmt |
| Distributable Before Adj | $942,883 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $88,050 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,030,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,030,933 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,040,326 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,040,326 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,030,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $674,185 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $791,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $854,676 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $140,469 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,572,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,040,326 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,030,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,393 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,582,312 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $674,185 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,908,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $791,665 | ExcessFromYear4Amt |
| Excess From Year3 | $854,676 | ExcessFromYear3Amt |
| Excess From Year2 | $140,469 | ExcessFromYear2Amt |
| Excess From Year1 | $111,924 | ExcessFromYear1Amt |
| Excess From Current Year | $9,393 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACIS | |||||||||||||
| 330 CONGRESS STREET SUITE 5 | BOSTON | MA | 02210 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| ALBURTIS AREA COMMUNITY CENTER | |||||||||||||
| 220 W 2ND STREET | ALBURTIS | PA | 18011 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| ALBURTIS BBRP - ALBURTIS HOLIDAY EVENT | |||||||||||||
| 158A NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $250 | ||||||
| ALBURTIS VOLUNTEER FIRE DEPT | |||||||||||||
| 328 SOUTH MAIN STREET | ALBURTIS | PA | 18011 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| ALEXANDER HAMILTON FRIENDS | |||||||||||||
| 811 FIRST AVENUE SUITE 350 | SEATTLE | WA | 98104 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| ALLENTOWN ART MUSEUM | |||||||||||||
| 31 NORTH FIFTH STREET | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $22,500 | ||||||
| ALLENTOWN RESCUE MISSION | |||||||||||||
| 355 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $105 | ||||||
| ALS ASSOCIATION WISCONSIN CHAPTER | |||||||||||||
| 3333 N MAYFAIR ROAD SUITE 104 | WAUWATOSA | WI | 53222 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| ALZHEIMER'S NORTH CAROLINA INC | |||||||||||||
| 1305 NAVAHO DRIVE STE 101 | RALEIGH NC | NC | 27609 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| AMERICAN FRIENDS MUSEE' DORSAY CO PJSC LP | |||||||||||||
| 1345 AVENUE OF THE AMERICAS 31ST | NEW YORK | NY | 10105 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | FLOOR | |||||
| AMERICAN RED CROSS OF THE GREATER LV | |||||||||||||
| 3939 BROADWAY | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| AMERICARES | |||||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $17,902 | ||||||
| ARIZONA TUITION CONNECTION | |||||||||||||
| 11445 E VUA LINDA 2 | SCOTTSDALE | AZ | 85259 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,483 | ||||||
| ART FEEDS | |||||||||||||
| 240 N NLOCK AVE | FAYETTEVILLE | AR | 72701 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| ASHRAE LONG ISLAND CHAPTER | |||||||||||||
| 1100 JERICHO TURNPIKE | WESTBURY | NY | 11590 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 | ||||||
| ASPCA | |||||||||||||
| 1165 ISLAND PARK RD 9558 | WILLIAMS TOWNSHIP | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| ASPE - SAN FRANCISCO CHAPTER | |||||||||||||
| 220 MONTGOMERY STREET SUITE 650 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,900 | ||||||
| AUTISM SPEAKS LV | |||||||||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| BASCOM PALMER EYE INSTITUTE OF UNIVERSITY OF MIAMI | |||||||||||||
| 900 NW 17TH STREET 2ND FLOOR | MIAMI | FL | 33136 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| BAYLOR UNIVERSITY - TRACK & FIELD EXCELLENCE FUND (MATCHING GIFT - BLAKE MA | |||||||||||||
| 1500 S UNIVERSITY PARKS DR | WACO | TX | 76706 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $250 | ||||||
| BBS OF CUMBERLAND & SALEM COUNTIES | |||||||||||||
| 1944 EAST LANDIS AVENUE | VINELAND | NJ | 08632 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| BLOOM FOR WOMEN | |||||||||||||
| 532 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| BOYS & GIRLS CLUB OF ALLENTOWN | |||||||||||||
| 720 NORTH SIXTH STREET | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| BOYS & GIRLS CLUB OF EASTON INC | |||||||||||||
| PO BOX 741 | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| CANCER SUPPORT COMMUNITY | |||||||||||||
| 944 MARCON BLVD 110 | ALLENTOWN | PA | 18109 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| CAPITAL UNIVERSITY - MATCHING GIFT (CANDI KRUSE) | |||||||||||||
| 1 COLLEGE AND MAIN | COLUMBUS | OH | 43209 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $200 | ||||||
| CAREEYES FOUNDATION | |||||||||||||
| NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $7,000 | KM 535 CARRETERA MELAQUE - PUERTO | VALLARTA PLAZA DE LOS CABALLEROS DE | CAREYES | JALISCO | MX | |||||
| CASITA MARIA CENTER FOR ARTS & EDUCATION | |||||||||||||
| 928 SIMPSON STREET | BRONX | NY | 10459 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| CEDAR CREST COLLEGE | |||||||||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| CENTER FOR ECOTECHNOLOGY | |||||||||||||
| 320 RIVERSIDE DR | FLORENCE | MA | 01062 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| CHILDREN'S HOME OF EASTON | |||||||||||||
| 25TH STREET LEHIGH DRIVE | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $24,000 | ||||||
| CHRIST CENTRAL MINISTRIES OCONEE MATCHING GIFT DORIS BROOKS | |||||||||||||
| 2401 MAIN STREET | COLUMBIA | SC | 29201 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC | |||||||||||||
| PO BOX 772 | ALLENTOWN | PA | 18105 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| COMMUNITY FIRE COMPANY OF FORKS TOWNSHIP | |||||||||||||
| PO BOX 584 | EASTON | PA | 18040 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,130 | ||||||
| COMMUNITY SERVICES FOR CHILDREN INC | |||||||||||||
| 1520 HANOVER AVENUE | ALLENTOWN | PA | 18109 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| CRC CARES FOUNDATION | |||||||||||||
| 4401 WILSON BLVD STE 600 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| DA VINCI SCIENCE CENTER (WISE) | |||||||||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $12,500 | ||||||
| DAVINCI SCIENCE CENTER - PLEDGE FOR EXPANSION | |||||||||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| DEAR JACK FOUNDATION | |||||||||||||
| 1840B W LITTLETON BLVD | LITTLETON | CO | 80120 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| DESALES UNIVERSITY - MATCHING GIFT (MEREDITH LONGO) | |||||||||||||
| 2755 STATION AVE | CENTER VALLEY | PA | 18034 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| DESALES UNIVERSITY | |||||||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| EASTERSEALS NEW HAMPSHIRE | |||||||||||||
| 555 AUBURN ST | MANCHESTER | NH | 03103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 | ||||||
| EPIC FOUNDATION | |||||||||||||
| 115 FIFTH AVE | NEW YORK | NY | 10003 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $4,550 | ||||||
| EQUI-LIBRIUM | |||||||||||||
| 524 FEHR RD | NAZARETH | PA | 18064 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| EVERGLADES FOUNDATION | |||||||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| FOLDS OF HONOR E PA-NJ CHAPTER | |||||||||||||
| PO BOX 276 | CENTER VALLEY | PA | 18034 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| FORKS COMMUNITY DAYS | |||||||||||||
| 1700 SULLIVAN TRAIL 149 | EASTON | PA | 18040 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| FOUNDRY EDUCATIONAL FOUNDATION | |||||||||||||
| 1695 NORTH PENNY LANE | SCHAUMBURG | IL | 60173 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,200 | ||||||
| FRANKLIN TOWNSHIP RESCUE SQUAD | |||||||||||||
| PO BOX 224 | BROADWAY | NJ | 08808 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| FRANKLIN TOWNSHIP VOLUNTEER FIRE CO 1 & 2 | |||||||||||||
| PO BOX 43 | BROADWAY | NJ | 08808 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| GARRETT-JACOBS MANSION ENDOWMENT FUND - FIRE BALL | |||||||||||||
| 11 W MT VERNON PL | BALTIMORE | MD | 21201 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $3,390 | ||||||
| GIRL SCOUTS GREAT VALLEY COUNCIL | |||||||||||||
| 2633 MORAVIAN AVENUE | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | |||||||||||||
| 2633 MORAVIAN AVENUE | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| GLORIA GEMMA BREAST CANCER RESOURCE | |||||||||||||
| 249 ROOSEVELT AVE SUITE 201 | PAWTUCKET | RI | 02860 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,750 | ||||||
| GOOD SHEPHERD REHAB (GALA IN THE GARDEN) | |||||||||||||
| 850 SOUTH FIFTH STREET | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $3,200 | ||||||
| GREATER LEHIGH VALLEY CHAMBER OF COMMERCE - SNOW BALL | |||||||||||||
| 158A NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $3,000 | ||||||
| GREENS FARMS ACADEMY INC | |||||||||||||
| 35 BEACHSIDE AVENUE PO BOX 998 | GREENS FARMS | CT | 06838 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| HISTORIC BETHLEHEM | |||||||||||||
| 74 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| HISTORIC BETHLEHEM MUSEUMS SITES | |||||||||||||
| 74 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $3,500 | ||||||
| HOMES FOR OUR TROOPS | |||||||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| HUGH MOORE HISTORICAL PARK & MUSEUMS INC | |||||||||||||
| 2750 HUGH MOORE PARK ROAD | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| JOE SOMMER MEMORIAL | |||||||||||||
| 7165 AMBASSADOR DRIVE | ALLENTOWN | PA | 18106 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $750 | ||||||
| KIDS SAKE FOUNDATION INC | |||||||||||||
| 550 KELLEY BLVD | NORTH ATTLEBOROUGH | MA | 02760 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| KIEWIT POWER OF HOPE FOUNDATION | |||||||||||||
| 8900 RENNER BLVD | LENEXA | KS | 66219 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $15,000 | ||||||
| KING BAUDOWIN FOUNDATION | |||||||||||||
| 10 ROCKERFELLER PLAZA | NEW YORK | NY | 10020 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| LAFAYETTE COLLEGE - INNOVATION LEADERSHIP | |||||||||||||
| 316 MARKLE HALL | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 | ||||||
| LAFAYETTE COLLEGE ANNUAL FUND - MATCHING GIFT FROM LEN KOURY | |||||||||||||
| 730 HIGH STREET | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $100 | ||||||
| LAFAYETTE COLLEGE SCHOLARSHIP FUND | |||||||||||||
| 316 MARKLE HALL | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LAFAYETTE COLLEGE | |||||||||||||
| 316 MARKLE HALL | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| LAST CHANCE RANCH - COMMERCE PARK MATCH | |||||||||||||
| 9 BECK RD | QUAKERTOWN | PA | 18951 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LEHIGH COMMUNITY COLLEGE - LCCC ADVANCED MFG PROGRAMS | |||||||||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 | ||||||
| LEHIGH TOWNSHIP VOLUNTEER FIRE COMPANY 1 | |||||||||||||
| 4188 LEHIGH DR | CHERRYVILLE | PA | 18035 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $100 | ||||||
| LEHIGH UNIVERSITY | |||||||||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| LEHIGH VALLEY CHILD CARE INC | |||||||||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 18013 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LEHIGH VALLEY COMMUNITY FOUNDATION - MATCHING GIFT (TOM NEUHAUS) | |||||||||||||
| 840 HAMILTON STREET 310 | ALLENTOWN | PA | 18101 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LEHIGH VALLEY PARTNERSHIP | |||||||||||||
| 520 N NEW STREET | BETHLEHEM | PA | 18018 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $500 | ||||||
| LELAND RESCUE SQUAD | |||||||||||||
| 9866 WAYNE STREET NE | LELAND | NC | 28451 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LELAND VOLUNTEER FIRE DEPT | |||||||||||||
| 1004 VILLAGE ROAD NE | LELAND | NC | 28451 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LELAND VOLUNTEER FIRE-RESCUE DEPARTMENT INC | |||||||||||||
| 1004 VILLAGE ROAD NE | LELAND | NC | 28451 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LOCAL 38 CHARITY GOLF TOURNAMENT | |||||||||||||
| 317 N WASHINGTON ST | WILKESBARRE | PA | 18705 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,050 | ||||||
| LOWER NAZARETH FIRE AND RESCUE | |||||||||||||
| 230 NAZARETH PIKE | BETHLEHEM | PA | 18020 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LOWER NAZARETH TOWNSHIP - EASTER EGG HUNT | |||||||||||||
| 623 MUNICIPAL DRIVE | NAZARETH | PA | 18064 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $500 | ||||||
| LV PSPEMATHCOUNTS & SCHOLARSHIP | |||||||||||||
| PO BOX 195 | NORTHAMPTON | PA | 18067 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 | ||||||
| LVEDC | |||||||||||||
| 2158 AVENUE C 200 | BETHLEHEM | PA | 18017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| LVHN (GOLF TENNIS CLASSIC) | |||||||||||||
| 2050 SAUCON VALLEY RD | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| LVHN | |||||||||||||
| 1247 SOUTH CEDAR CREST BLVD STE 200 | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 | ||||||
| MACUNGIE AMBULANCE CORPS | |||||||||||||
| PO BOX 114 | MACUNGIE | PA | 18062 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| MARCH OF DIMES | |||||||||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| MAYO CLINIC | |||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| MEALS ON WHEELS OF NORTHAMPTON COUNTY | |||||||||||||
| 4240 FRITCH DRIVE | BETHLEHEM | PA | 18020 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| MECA (MISSON FOR EDUCATING CHILDREN WITH AUTISM) | |||||||||||||
| 640 HERRS LANE | DOWNINGTOWN | PA | 19335 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10021 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||||||||
| PO BOX 780 | NEW YORK | NY | 10008 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| MILLER-KEYSTONE BLOOD CENTER | |||||||||||||
| 1465 VALLEY CENTER PARKWAY | BETHLEHEM | PA | 18017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| MORAVIAN COLLEGE | |||||||||||||
| 1200 MAIN ST | BETHLEHEM | PA | 18018 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| MULTIPLE SCLEROSIS SOCIETY | |||||||||||||
| 30 SOUTH 17TH STREET SUITE 800 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||||
| 30 SOUTH 17TH STREET SUITE 800 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| NATURE CONSERVANCY | |||||||||||||
| 32 SOUTH EWING STREET | HELENA | MT | 59601 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| NAVASSA VOLUNTEER FIRE DEPARTMENT | |||||||||||||
| 336 MAIN STREET | NAVASSA | NC | 28451 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| NCC FOUNDATION - LV FOOD & WINE FESTIVAL | |||||||||||||
| 5049 WILLIAM PENN HWY | EASTON | PA | 18045 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| NCC FOUNDATION - GOLF TOURNAMENT | |||||||||||||
| 5049 WILLIAM PENN HWY | EASTON | PA | 18045 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| NEW BETHANY MINISTRIES | |||||||||||||
| 337 WYANDOTTE STREET | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| NEW YORK AND PRESBYTERIAN HOSPITAL | |||||||||||||
| 177 FORT WASHINGTON AVENUE | NEW YORK | NY | 10032 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $35,000 | ||||||
| NEW YORK LAW ENFORCEMENT FOUNDATION INC | |||||||||||||
| 480 PARK AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| NORTHAMPTON COMMUNITY COLLEGE | |||||||||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $25,000 | ||||||
| NORTHEASTERN UNIVERSITY | |||||||||||||
| 716 COLUMBUS AVENUE SUITE 598 | BOSTON | MA | 02120 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| NOTRE DAME ELEMENTARY CATHOLIC SCHOOL | |||||||||||||
| 1835 CATASAQUA RD | BETHLEHEM | PA | 18018 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $600 | ||||||
| OCEAN CLEANUP NORTH PACIFIC FOUNDATION | |||||||||||||
| 535 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| PAAC | |||||||||||||
| 1 TEKPARK SUITE 120 9999 HAMILTON | BREINIGSVILLE | PA | 18031 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | BLVD | |||||
| PAN-MASSS CHALLENGE | |||||||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $60 | ||||||
| PEGGY ADAMS ANIMAL RESCUE LEAGUE IN WEST PALM BEACH | |||||||||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| PENN STATE LEHIGH VALLEY | |||||||||||||
| 2809 SAUCON VALLEY ROAD | CENTER VALLEY | PA | 18034 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| PENN STATE LV TEEN ENTREPRENEURIAL SUMMER PROGRAM | |||||||||||||
| 2809 SAUCON VALLEY RD | CENTER VALLEY | PA | 18034 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $8,000 | ||||||
| PENNSYLVANIA COLLEGE OF TECHNOLOGY FOUNDATION INC | |||||||||||||
| 1 COLLEGE AVENUE | WILLIAMSPORT | PA | 17701 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| PETE'S GOOD VIBES FOUNDATION - CHARITY BIKE RIDE | |||||||||||||
| 47 RAVENSWOOD WAY | SEWELL | NJ | 08080 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $100 | ||||||
| PINE MANOR COLLEGE | |||||||||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| POWER OF HOPE FOUNDATION | |||||||||||||
| 8900 RENNER BLVD | LENEXA | KS | 66219 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $15,000 | ||||||
| PROJECT OF EASTON | |||||||||||||
| 320 FERRY STREET | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| SA COMUNALE JR FAMILY CANCER FOUNDATION | |||||||||||||
| PO BOX 13805 | AKRON | OH | 44333 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| SAFE HARBOR EASTON | |||||||||||||
| 536 BUSHKILL DRIVE | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $4,000 | ||||||
| SALEM FORK CHRISTIAN CHURCH CMF - GOLF TOURNAMENT | |||||||||||||
| 2490 ZEPHYR RD | DOBSON | NC | 27017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $820 | ||||||
| SALVATION ARMY | |||||||||||||
| 1110 NORTHAMPTON ST | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| SAVE THE CHILDREN | |||||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| SECOND HARVEST FOOD BANK (CACLV) | |||||||||||||
| 1337 EAST 5TH STREET | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| ST BALDRICK'S FOUNDATION INC | |||||||||||||
| 1333 SOUTH MAYFLOWER AVENUE | MONROVIA | CA | 91016 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| ST LAWERENCE UNIVERSITY | |||||||||||||
| 23 ROMONDA DR | CANTON | NY | 13617 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| ST LUKES HOSPITAL | |||||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| ST MATTHEWS HOUSE | |||||||||||||
| 2601 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $15,000 | ||||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL - MATCHING GEORGE VONGAS | |||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $786 | ||||||
| STATE THEATRE CENTER FOR THE ARTS INC | |||||||||||||
| 453 NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| SUBURBAN EMERGENCY MEDICAL SERVICES | |||||||||||||
| PO BOX 3339 | PALMER | PA | 18043 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| SUFFOLK UNIVERSITY | |||||||||||||
| 8 ASHBURTON PLACE | BOSTON | MA | 02108 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| SWE LEHIGH VALLEY SECTION | |||||||||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $3,000 | ||||||
| TAILS OF VALOR | |||||||||||||
| PO BOX 127 | COOPERSBURG | PA | 18036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| TATE AMERICAS FOUNDATION - LATIN AMERICA ACQUISITIONS | |||||||||||||
| 520 WEST 27TH STREET UNIT 404 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $15,000 | ||||||
| TEEN CHALLENGE OC | |||||||||||||
| 416 S MAIN STREET | SANTA ANA | CA | 92701 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| TELEIOS | |||||||||||||
| 11 CALEDON COURT | GREENVILLE | SC | 29615 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| THE MUSEUM OF MODERN ART | |||||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $25,000 | ||||||
| THE MUSTARD SEED MINISTRY | |||||||||||||
| 4854 W 350S | BERNE | IN | 46711 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||||||||
| 221 LEONHARD BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| THE UNITED WAY OF CENTRAL MARYLAND INC | |||||||||||||
| 100 SOUTH CHARLES ST 5TH FLOOR | BALTIMORE | MD | 21201 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| THIRD STREET ALLIANCE FOR WOMEN & CHILDREN | |||||||||||||
| 41 NORTH THIRD STREET | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| THUNDER CARES | |||||||||||||
| 1201 GATEWAY DRIVE | ELGIN | IL | 60124 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| THUNDER CARES | |||||||||||||
| 208 THUNDER DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 | ||||||
| TIOGA COUNTY PARTNERSHIP FOR COMMUNITY HEALTH | |||||||||||||
| 33 PEARL STREET | WELLSBORO | PA | 16901 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| TOYS FOR TOTS | |||||||||||||
| 3045 AVE B | BETHLEHEM | PA | 18017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $500 | ||||||
| TUNNEL TO TOWERS FOUNDATION | |||||||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $100 | ||||||
| TURNING POINT OF LEHIGH VALLEY INC | |||||||||||||
| PO BOX 5355 | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| TWO RIVERS HEALTH & WELLNESS FOUNDATION | |||||||||||||
| 1101 NORTHAMPTON STREET SUITE 101 | EASTON | PA | 18042 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 | ||||||
| UNITED WAY FOX VALLEY | |||||||||||||
| 40 WEST DOWNER PLACE | AURORA | IL | 60506 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNITED WAY OF BRISTOL TENN VA INC | |||||||||||||
| PO BOX 696 | BRISTOL | TN | 37621 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNITED WAY OF CAPE FEAR AREA | |||||||||||||
| PO BOX 1503 | WILMINGTON | NC | 28402 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $8,000 | ||||||
| UNITED WAY OF GREATER ATLANTA | |||||||||||||
| 40 COURTLAND ST NE 300 | ATLANTA | GA | 30303 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,400 | ||||||
| UNITED WAY OF GREATER HOUSTON | |||||||||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNITED WAY OF GREATER KANSAS CITY INC | |||||||||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNITED WAY OF GREATER LEHIGH VALLEY | |||||||||||||
| 2200 AVENUE A 3RD FLOOR | BETHLEHEM | PA | 18017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $216,500 | ||||||
| UNITED WAY OF GREATER PLYMOUTH COUNTY | |||||||||||||
| 928 WEST CHESTNUT STREET 2ND FLOOR | BROCKTON | MA | 02301 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNITED WAY OF INLAND EMPIRE | |||||||||||||
| 9644 HERMOSA AVENUE | RANCHO CUCAMONGA | CA | 91730 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNITED WAY OF LYCOMING COUNTY | |||||||||||||
| 1 W 3RD STREET 208 | WILLIAMSPORT | PA | 17701 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 | ||||||
| UNITED WAY OF NORTHEAST FLORIDA INC | |||||||||||||
| 1301 RIVERPLACE BLVD SUITE 400 | JACKSONVILLE | FL | 32207 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNITED WAY OF ODESSA INC | |||||||||||||
| PO BOX 632 | ODESSA | TX | 79760 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400 | ||||||
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||||||||
| 4100 CHESAPEAKE BUILDING | COLLEGE PARK | MD | 20742 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| VALLEY YOUTH HOUSE COMMITTEE | |||||||||||||
| 827-829 LINDEN STREET | BETHLEHEM | PA | 18101 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $19,000 | ||||||
| VENETIAN HERITAGE INC | |||||||||||||
| 232 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | ||||||
| VOLUNTEER CHALLENGE | |||||||||||||
| 25 W 3RD STREET | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| WDIY COMMUNITY PUBLIC RADIO | |||||||||||||
| 301 BROADWAY | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| WORLD CENTRAL KITCHEN | |||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| WORTH AND COMPANY INC | |||||||||||||
| 6263 KELLERS CHURCH RD | PIPERSVILLE | PA | 18947 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 | ||||||
| WOUNDED WARRIOR PROJECT | |||||||||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $50 | ||||||
| YMCA ALLENTOWN | |||||||||||||
| 425 15TH STREET | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | ||||||
| YMCA BETHLEHEM - TEACHING GIRLS IS FUN | |||||||||||||
| 430 E BROAD ST | BETHLEHEM | PA | 18018 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 | ||||||
| YWCA OF METROPOLITIAN LANSING | |||||||||||||
| 119 N WASHINGTON SQUARE | LANSING | MI | 48933 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,040,326 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $502,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37,795 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANTS | Desc |
| Related Or Exempt Function Incm | $88,050 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $464,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $88,050 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $552,721 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | RECOVERY OF PRIOR YEAR QUALIFIED DISTRIBUTIONS | RelationshipStatementTxt |
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 |
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 | VICTAULIC COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 KESSLERSVILLE ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (39 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VODAFONE GROUP PUBLC LTD CO 2.95% 02/19/2023 SR LIEN | $9,075 | $9,075 |
| TRANSCANADA PIPELINES LIMITED 3.75% 10/16/2023 USD SR LIEN | $51,870 | $51,870 |
| INVESCO FINANCE PLC 4.0% 01/30/2024 USD SR LIEN | $34,043 | $34,043 |
| ALTRIA GROUP, INC. 4.0% 01/31/2024 USD SR LIEN | $40,275 | $40,275 |
| SIMON PROPERTY GROUP, L.P. 3.75% 02/01/2024 USD SR LIEN | $52,020 | $52,020 |
| MOODY'S CORPORATION 4.875% 02/15/2024 USD SR LIEN | $51,790 | $51,790 |
| METLIFE INC 3.6% 04/10/2024 USD SR LIEN | $61,401 | $61,401 |
| BANK OF NOVA SCOTIA 0.7% 04/15/2024 USD SER FXD SR LIEN | $63,438 | $63,438 |
| CANADIAN NATL RESOURCES 3.8% 04/15/2024 USD SR LIEN | $15,813 | $15,813 |
| PNC FINANCIAL SERVICES 3.9% 04/29/2024 USD SUB LIEN | $61,679 | $61,679 |
| GLAXOSMITHKLINE CAPITAL PLC 3.0% 06/01/2024 USD SR LIEN | $60,490 | $60,490 |
| JPMORGAN CHASE & CO. HYBRID 07/23/2024 USD SR LIEN CPN 07/23/18 3.797% | $63,421 | $63,421 |
| OMNICOM GROUP INC. 3.65% 11/01/2024 USD SR LIEN | $27,607 | $27,607 |
| BANK OF AMERICA CORPORATION HYBRID MTN 03/15/2025 USD SR LIEN CPN 03/15/19 3 | $62,032 | $62,032 |
| BURLINGTON NORTHERN SANTA FE, 3.0% 04/01/2025 USD SR LIEN | $61,090 | $61,090 |
| T-MOBILE USA, INC. 3.5% 04/15/2025 USD SER WI SR LIEN | $15,516 | $15,516 |
| MORGAN STANLEY HYBRID 05/30/2025 USD SR LIEN CPN 06/01/21 0.79% | $62,473 | $62,473 |
| HEWLETT PACKARD ENTERPRISE COM STEP 10/15/2025 SER WI SR LIEN M-W+45.00BP 4. | $39,065 | $39,065 |
| WELLS FARGO & COMPANY HYBRID MTN 02/11/2026 USD SR LIEN CPN 02/11/20 2.164% | $61,090 | $61,090 |
| CITIGROUP INC. HYBRID 03/17/2026 USD SR LIEN CPN 03/17/22 3.29% | $14,426 | $14,426 |
| PIEDMONT NATURAL GAS CO 3.5% 06/01/2029 USD SR LIEN | $14,740 | $14,740 |
| AT&T INC. 4.3% 02/15/2030 USD SR LIEN M-W+30.00BP | $41,321 | $41,321 |
| BROADCOM INC. 5.0% 04/15/2030 USD SER WI SR LIEN | $26,945 | $26,945 |
| EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN | $37,571 | $37,571 |
| CITIZENS FINANCIAL GROUP 3.25% 04/30/2030 USD SR LIEN | $14,001 | $14,001 |
| BIOGEN INC. 2.25% 05/01/2030 USD SR LIEN | $45,849 | $45,849 |
| AGILENT TECHNOLOGIES INC 2.1% 06/04/2030 USD SR LIEN | $26,832 | $26,832 |
| RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN | $16,448 | $16,448 |
| ROPER TECHNOLOGIES, INC. 2.0% 06/30/2030 USD SR LIEN | $27,331 | $27,331 |
| AEP TEXAS INC 2.1% 07/01/2030 USD SER I SR LIEN | $19,775 | $19,775 |
| KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN | $34,552 | $34,552 |
| ORACLE CORPORATION 2.875% 03/25/2031 USD SR LIEN | $42,825 | $42,825 |
| BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN | $26,464 | $26,464 |
| CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 USD SUB LIEN CPN 07/29/21 2 | $13,901 | $13,901 |
| CAPITAL ONE FINANCIAL CORPORAT HYBRID 05/10/2033 USD SR LIEN CPN 05/09/22 5. | $24,425 | $24,425 |
| TRUIST FINANCIAL CORPORATION HYBRID MTN 07/28/2033 SUB LIEN CPN 07/28/22 4.9 | $29,824 | $29,824 |
| ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 SR LIEN | $13,968 | $13,968 |
| VERIZON COMMUNICATIONS INC. 4.4% 11/01/2034 USD SR LIEN | $12,976 | $12,976 |
| SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN | $18,119 | $18,119 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,413,907 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,413,907 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 34,332 SHS GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS P | FMV | $569,921 | $569,921 |
| 40,000 SHS VINTAGE IX B OFFSHORE SCSP | FMV | $40,000 | $40,000 |
| 500,000 SHS PRIVATE CREDIT MANAGERS IV OFFSHORE LP | FMV | $34,777 | $34,777 |
| 78,344 SHS GS STRATEGIC FACTOR ALLOCATION FUND CLASS P (GSQPX) | FMV | $776,386 | $776,386 |
| 119,097 SHS GS TACTICAL TILT OVERLAY FUND CLASS P (GSLPX) | FMV | $1,232,621 | $1,232,621 |
| 160,541 SHS EATON VANCE INCOME FUND OF BOSTON I | FMV | $781,835 | $781,835 |
| 90,545 SHS FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND | FMV | $752,435 | $752,435 |
| 14,591 SHS ISHARES S&P 500 INDEX FUND CLASS G (BSPGX) | FMV | $6,565,421 | $6,565,421 |
| 54,542 SHS ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND K SHARES | FMV | $1,103,931 | $1,103,931 |
| 13,315 SHS SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND (RWO | FMV | $544,584 | $544,584 |
| 75,804 SHS ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES | FMV | $1,005,921 | $1,005,921 |
| 8,002 SHS STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND CLAS | FMV | $758,503 | $758,503 |
| 8,526 SHS STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS (SSKEX) | FMV | $497,211 | $497,211 |
| 21,870 SHS JOHCM INTERNATIONAL SELECT FUND INSTITUTIONAL (JOHIX) | FMV | $437,621 | $437,621 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR MARKET VALUE ADJUSTMENT | Desc |
| Amt | $3,506,641 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $26,925 | $26,925 | $0 |
| MEMBERSHIP | $2,899 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANTS | Desc |
| Revenue And Expenses Per Books | $88,050 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $88,050 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT INCOME TAX | $149,360 | $0 | $0 |
| FOREIGN TAXES PAID ON INVESTMENTS | $9,762 | $9,762 | $0 |
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