WEILER FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEILER FAMILY FOUNDATION INC (EIN 23-2962255)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349101706
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T09:05:18-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 W HAMILTON STREET SUITE 210 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181012425 | 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 | 232962255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEILER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIL | BusinessNameControlTxt |
| Phone | 5705957495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL WEILER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5705957495 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARL | PersonFirstNm |
| Person Last | WEILER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON C BARNES CPA | PreparerPersonNm |
| PTIN | P00583708 | PTIN |
| Phone | 6103368180 | PhoneNum |
| Preparation | 2023-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $8,849,391 | 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 | $753,823 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $612 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $612 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,964 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $610,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,964 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $956,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,461 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,591 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,441 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $342,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $571,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $286,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $511,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $511,319 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,182,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,188,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,155,459 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,598,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,555,891 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,754,671 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $570,585 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,643 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $441,402 | LandBOYAmt |
| Land EOY | $427,942 | LandEOYAmt |
| Land EOYFMV | $427,942 | LandEOYFMVAmt |
| Total Assets BOY | $4,508,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,683,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,849,391 | 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 | $4,508,744 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,683,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,508,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,683,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,508,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,683,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,508,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $571,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,998 | OtherIncreasesAmt |
| Subtotal | $5,087,651 | SubtotalAmt |
| Other Decreases | $404,098 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,683,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SAGEWORTH | 2022-01-01 | 2022-12-31 | $423,720 | $464,519 | -$40,799 | -$40,799 | |
| SAGEWORTH | 2022-01-01 | 2022-12-31 | $65,544 | $66,836 | -$1,292 | -$1,292 | |
| CHARLES SCHWAB | 2022-01-01 | 2022-12-31 | $110,429 | $31,331 | $79,098 | $79,098 | |
| CHARLES SCHWAB | 2022-01-01 | 2022-12-31 | $4,943 | $12,711 | -$7,768 | -$7,768 | |
| CAPITAL GAINS DIVIDENDS | $5,725 | $5,725 | $5,725 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,964 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,454 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,454 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $957 | OverpaymentAmt |
| Applied To ES Tax | $957 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KARL M WEILER DIRECTOR | IndividualWithBooksNm |
| Phone | 5705957495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| KARL M WEILER | ||||||||
| 18 WEST SNAPPER POINT DRIVE | KEY LARGO | FL | 33037 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN WEILER | ||||||||
| 18 WEST SNAPPER POINT DRIVE | KEY LARGO | FL | 33037 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| RICHARD KWEILER | ||||||||
| 1712 TALBOT RIDGE STREET | WAKE FOREST | NC | 27587 | SECRETARY | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER WEILER | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES WEILER | ||||||||
| 409 PROSPECT AVENUE | BETHLEHEM | PA | 18018 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER O'HARA | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $7,894,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,352,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,352,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,227,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $411,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $411,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,497 | TotalTaxAmt |
| Distributable Before Adj | $408,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $408,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $408,861 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $342,605 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $342,605 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $408,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $342,605 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $342,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,629 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,629 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $61,627 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL M WEILER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EAST STROUDSBURG UNIVERSITY FOUNDATION | ||||||||||||
| 200 PROSPECT STREET | EAST STROUDSBURG | PA | 18301 | NONE | PC | R.E.A.C.H. ADVISING PROGRAM | $40,164 | |||||
| POCONO MOUNTAINS UNITED WAY | ||||||||||||
| 301 MCCONNELL STREET | STROUDSBURG | PA | 18360 | NONE | PC | TO SUPPORT REGULAR OPERATIONS | $95,000 | |||||
| THE JOEL FUND | ||||||||||||
| 822 S WHITE STREET STE 106 | WAKE FOREST | NC | 27587 | NONE | PC | TO SUPPORT REGULAR OPERATIONS | $25,000 | |||||
| YMCA OF MONROE COUNTY | ||||||||||||
| 809 MAIN STREET | STROUDSBURG | PA | 18360 | NONE | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| MORAVIAN ACADEMY | ||||||||||||
| 7 EAST MARKET STREET | BETHLEHEM | PA | 180185900 | NONE | PC | TO SUPPORT REGULAR OPERATIONS | $10,000 | |||||
| PENN STATE UNIVERSITY | ||||||||||||
| 220 POND LAB | UNIVERSITY PARK | PA | 16802 | NONE | PC | TO SUPPORT REGULAR OPERATIONS | $25,000 | |||||
| POCONO AREA RECREATION COMMISSION | ||||||||||||
| 112 TOWNSHIP DRIVE | TANNERSVILLE | PA | 18372 | NONE | PC | TO SUPPORT REGULAR OPERATIONS | $10,000 | |||||
| SLOVENSKA FUNDACIJA ZA UNICEF | ||||||||||||
| NONE | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | 3 UNITED NATIONS PLAZA | NEW YORK | NEW YORK | SI | 10017 | ||||
| NORTHAMPTON COMMUNITY COLLEGE FOUNDATION | ||||||||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PC | TO SUPPORT REGULAR OPERATIONS | $30,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,164 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $612 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,964 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,046 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | KARL AND ANN WEILER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 WEST SNAPPER DRIVE | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $753,823 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHARES OF JPMORGAN CHASE & CO CMN | $75,635 | 2022-01-18 |
| 1 | 1000 SHARES OF PFIZER INC. CMN | $54,110 | 2022-01-18 |
| 1 | 200 SHARES OF S&P GLOBAL INC. CMN | $84,830 | 2022-01-18 |
| 1 | 1100 SHARES OF THE WILLIAMS COMPANIES, INC. CMN | $32,549 | 2022-01-18 |
| 1 | 350 SHARES OF AMER EXPRESS COMPANY | $55,454 | 2022-09-09 |
| 1 | 250 SHARES OF AON PUBLIC LIMITED COMPANY CMN | $73,023 | 2022-09-09 |
| 1 | 400 SHARES OF INGREDION INC | $34,296 | 2022-09-09 |
| 1 | 150 SHARES OF THE CIGNA GROUP | $43,926 | 2022-09-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,700 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | 2005-10-24 | $63,172 | $26,257 | SL | 39.000000000000 | $1,620 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2006-06-09 | $19,894 | $7,926 | SL | 39.000000000000 | $510 | $0 |
| PAVING OF PARKING LOT | 2006-12-14 | $45,588 | $45,588 | 150DB | 15.000000000000 | $0 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-10-01 | $5,669 | $1,915 | SL | 39.000000000000 | $145 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-01-22 | $65,752 | $23,534 | SL | 39.000000000000 | $1,686 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2018-11-21 | $2,500 | $200 | SL | 39.000000000000 | $64 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2019-06-30 | $359,415 | $23,424 | SL | 39.000000000000 | $9,216 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2020-06-04 | $8,595 | $339 | SL | 39.000000000000 | $220 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB - EQUITIES | StockNm |
| EOY Book Value | $2,188,401 | EOYBookValueAmt |
| EOYFMV | $6,155,459 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAGEWORTH - MUTUAL FUNDS | AT COST | $433,354 | $622,134 |
| SAGEWORTH - EXCHANGE TRADED FUNDS | AT COST | $1,122,537 | $1,132,537 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | $63,172 | $27,877 | $35,295 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $19,894 | $8,436 | $11,458 |
| PAVING OF PARKING LOT | $45,588 | $45,588 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $5,669 | $2,060 | $3,609 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $65,752 | $25,220 | $40,532 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $2,500 | $264 | $2,236 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $359,415 | $32,640 | $326,775 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $8,595 | $559 | $8,036 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR FMV TO COST BASIS | Desc |
| Amt | $404,098 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $67 | $0 | $0 |
| CHARLES SCHWAB INVESTMENT FEES | $835 | $835 | $0 |
| PA CHARITY REG FEE | $15 | $0 | $15 |
| REPAIRS AND MAINTENANCE | $579 | $0 | $579 |
| SAGEWORTH INVESTMENT FEES | $17,454 | $17,454 | $0 |
| SECURITY SYSTEM MONITORING | $850 | $0 | $850 |
| UTILITIES | $2,147 | $0 | $2,147 |
| ANNUAL TAX LETTER | $100 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $6,998 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,233 | $1,233 | $0 |
| FEDERAL EXCISE TAXES PAID | $5,355 | $0 | $0 |
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