TOPPER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349100330
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T08:55:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200523820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPP | BusinessNameControlTxt |
| Phone | 6107913800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON STREET SUITE 500 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | TOPPER | 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 | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,100,630 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $896,006 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49,468 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,468 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $49,468 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,688 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,688 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,585,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,522,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,030 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $849,065 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $849,065 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,436,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,207 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $954,221 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $40,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,841 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $44,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,414,761 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,414,761 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,459,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,414,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,976,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,547 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $954,221 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $12,539,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,100,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,100,630 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,539,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,100,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,100,630 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,539,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,100,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,539,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,100,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,539,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,100,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,539,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,976,792 | ExcessRevenueOverExpensesAmt |
| Other Increases | $584,095 | OtherIncreasesAmt |
| Subtotal | $15,100,630 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,100,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,030 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $925 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $925 | SubtotalAmt |
| Tax Based On Investment Income | $925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $855 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $855 | TotalPaymentsAndCreditsAmt |
| Tax Due | $70 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH V TOPPER JR | IndividualWithBooksNm |
| Phone | 6107913800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH V TOPPER JR | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MAUREEN TOPPER | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,899,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,899,843 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,899,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $223,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,676,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $733,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $733,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $925 | TotalTaxAmt |
| Distributable Before Adj | $732,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $732,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $732,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,414,761 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,414,761 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $732,892 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $352,958 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $292,217 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,383,945 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,926,218 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,040,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,995,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,414,761 | QualifyingDistributionsAmt |
| Applied To Current Year | $732,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $681,869 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,677,233 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $352,958 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,324,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,217 | ExcessFromYear4Amt |
| Excess From Year3 | $1,383,945 | ExcessFromYear3Amt |
| Excess From Year2 | $1,926,218 | ExcessFromYear2Amt |
| Excess From Year1 | $1,040,026 | ExcessFromYear1Amt |
| Excess From Current Year | $681,869 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH V TOPPER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107913800 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ASSUMPTION BVM CHURCH | |||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $500 | ||
| ASSUMPTION CHURCH | |||||||||
| 4101 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $26,500 | ||
| AUGUSTINIAN FUND | |||||||||
| 214 ASHWOOD ROAD | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $1,500 | ||
| BIG BROTHERS BIG SISTERS | |||||||||
| 41 S CARLISLE STREET | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| BLOOM | |||||||||
| 1425 MOUNTAIN DRIVE NORTH | BETHLEHEM | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $15,000 | ||
| BOY & GIRLS CLUB OF ALLENTOWN | |||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $6,000 | ||
| CANCER SUPPORT COMMUNITY | |||||||||
| 331 W SIERRA MADRE BLVD | SIERRA MADRE | CA | 91024 | NONE | PAID | GENREAL CHARITABLE | $100 | ||
| CAY GALGON LIFE HOUSE | |||||||||
| 714 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $10,500 | ||
| CENTER | |||||||||
| 4121 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $200 | ||
| DESALES UNIVERSITY | |||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $5,200 | ||
| EXPONENT PHILANTH | |||||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | NONE | PAID | GENREAL CHARITABLE | $1,995 | ||
| GOOD SHEPHERD | |||||||||
| 850 S 5TH STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| GREENS LEDGE LIGHT PRESERVATION | |||||||||
| PO BOX 43 | ROWAYTON | CT | 06853 | NONE | PAID | GENERAL CHARITABLE | $25,000 | SOCIETY (LIGHT HOUSE) | |
| HISTORIC BETHLEHEM | |||||||||
| 74 WEST BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $8,500 | SUITE 310 | |
| HTTPSTRUTHF PA | |||||||||
| 1425 MOUNTAIN DRIVE NORTH | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $5,145 | ||
| KNIGHTS OF COLUMBUS | |||||||||
| PO BOX 2649 | WEST COVINA | CA | 917932649 | NONE | PAID | GENREAL CHARITABLE | $25,000 | ||
| LEHIGH COMMUNITY HUMANE SOCIETY | |||||||||
| 640 DIXON ST | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| LEHIGH VALLEY HOSPITAL | |||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $33,000 | ||
| MARTIN BRADBURY & GRIFFITH | |||||||||
| 1201 W WASHINGTON ST | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $12,094 | ||
| MERCY SCHOOL FOR SPECIAL LEARNING | |||||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $5,565 | ||
| MOORINGS PARK FDN | |||||||||
| 120 MOORINGS PARK DRIVE | NAPLES | FL | 34105 | NONE | PAID | GENERAL PURPOSE | $1,000 | ||
| NAFASI PROJECT | |||||||||
| 36 E HIGHLAND AVENUE | ATLANTIC HIGHLANDS | NJ | 07716 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| NEW BETHANY | |||||||||
| 333 W 4TH STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $900 | ||
| SCHOOL OF ANGELS | |||||||||
| 221 SOTH EASTMAN AVE | LAS ANGELES | CA | 900632423 | NONE | PAID | GENERAL CHARITABLE | $50,000 | ||
| SECOND HARVEST FOOD BANK | |||||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | NONE | PAID | GENERAL CHARITABLE | $1,562 | ||
| ST LUKES UNIVERSITY HEALTH NETWORK | |||||||||
| 801 OSTRUM ST | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| ST MICHAEL THE ARCHANGEL | |||||||||
| 66 LEVITTOWN PARKWAY | LEVITTOWN | PA | 19054 | NONE | PAID | GENERAL CHARITABLE | $29,000 | ||
| UNITED WAY OF THE GREATER LV | |||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $995,000 | ||
| VALLEY YOUTH HOUSE | |||||||||
| 3400 HIGH POINT BOULEVARD | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| VILLANOVA UNIVERSITY | |||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $105,000 | ||
| YWCA | |||||||||
| 425 15TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,414,761 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,468 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,688 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,585,986 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GLOBAL PARTNERS, LP | 14 | $56,756 |
| SPRAGUE RESOURCES, LP | 14 | $5,764 |
| PLAINS ALL AMERICAN PIPELIN | 14 | -$13,721 |
| PBF LOGISTICS | 14 | $12,824 |
| ENTERPRISE PRODUCTS PARTNER | 14 | -$6,315 |
| ENERGY TRANSFER LP | 14 | -$103,216 |
| CROSSAMERICA PARTNERS | 14 | $956,919 |
| DCP MIDSTREAM | 14 | -$10,038 |
| BLUEKNIGHT ENERGY PARTNERS | 14 | -$14,548 |
| KING STREET GLOBAL | 14 | -$13,235 |
| SUNOCO LP | 14 | -$22,146 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,540,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,540,207 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PATRICK KRISTOOMEY | |||||||
| 1 | 645 HAMILTON STREET | SUITE 500 | ALLENTOWN | PA | 18101 | $32,648 | Yes (X) |
| SAMUEL J BORRELLI | |||||||
| 2 | 645 HAMILTON STREET | SUITE 500 | ALLENTOWN | PA | 18101 | $6,500 | Yes (X) |
| MARC ROBIN L GRANSON | |||||||
| 3 | 5184 WEYHILL FARM ROAD | BETHLEHEM | PA | 18015 | $5,500 | Yes (X) | |
| JOSEPH TOPPER | |||||||
| 4 | 645 HAMILTON STREET | SUITE 500 | ALLENTOWN | PA | 18101 | $46,586 | Yes (X) |
| C C MORROW | |||||||
| 5 | 645 HAMILTON STREET | SUITE 500 | ALLENTOWN | PA | 18101 | $10,000 | Yes (X) |
| GLOBAL PARTNERS | |||||||
| 6 | PO BOX 9161 | 800 SOUTH STREET | WALTHAM | MA | 02454 | $782,247 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES 4687 | 2021-05 | PURCHASE | 2022-01 | $1,649,220 | $1,260,257 | $388,963 |
| RAYMOND JAMES & ASSOCIATES 4687 | 2018-01 | PURCHASE | 2022-01 | $1,803,963 | $629,677 | $1,174,286 |
| RBC CAPITAL MARKETS LLC 3041 | 2021-05 | PURCHASE | 2022-01 | $19,650 | $18,149 | $1,501 |
| RBC CAPITAL MARKETS LLC 3041 | 2018-01 | PURCHASE | 2022-01 | $44,027 | $26,736 | $17,291 |
| PLAINS ALL AMERICAN PIPELINE K-1 | 2021-01 | PURCHASE | 2021-12 | $2,085 | -$2,085 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $15,100,630 | EOYBookValueAmt |
| EOYFMV | $15,100,630 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SPRAGUE RESOURCES, LP | $21 | $21 | $21 |
| GLOBAL PARTNERS, LP | $56,756 | $56,756 | |
| SPRAGUE RESOURCES, LP | $5,764 | $5,764 | |
| PLAINS ALL AMERICAN PIPELINE | -$13,721 | -$13,721 | |
| PBF LOGISTICS | $12,824 | $12,824 | |
| ENTERPRISE PRODUCTS PARTNERS | -$6,315 | -$6,315 | |
| ENERGY TRANSFER LP | -$103,216 | -$103,216 | |
| CROSSAMERICA PARTNERS | $956,919 | $956,919 | |
| DCP MIDSTREAM | -$10,038 | -$10,038 | |
| BLUEKNIGHT ENERGY PARTNERS | -$14,548 | -$14,548 | |
| KING STREET GLOBAL | -$13,235 | -$13,235 | |
| SUNOCO LP | -$22,146 | -$22,146 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INCREASE | Desc |
| Amt | $584,095 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RAYMOND JAMES 4687 | $37,328 | $37,328 |
| RBC CAPITAL MARKETS, LLC 3041 I | $4 | $4 |
| RBC CAPITAL MARKETS, LLC 3041 F | $3,285 | $3,285 |
| MISC | $224 | $224 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES 6097 | CategoryTxt |
| Amt | $19 | Amt |
| Net Investment Income | $19 | NetInvestmentIncomeAmt |