BETA

JORDAN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JORDAN FAMILY FOUNDATION (EIN 26-2600531)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202221369349101112
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T09:39:27-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115942 CONNEAUT LAKE ROADAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262600531EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJORDBusinessNameControlTxt
Phone8148384313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J WALKERPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone8148384313PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastWALKERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH C LEDFORDPreparerPersonNm
PTINP00020172PTIN
Phone8143361512PhoneNum
Preparation2022-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,073,189FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,407DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,407DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,244NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$248,840GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,244CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,651TotalRevAndExpnssAmt
Total Net Invst Incm$76,651TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,185AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,093AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,092AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$112TaxesRevAndExpnssAmt
Taxes Net Invst Incm$112TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,153OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,153OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,450TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,358TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,092TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,608ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,608ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,358TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,593ExcessRevenueOverExpensesAmt
Net Investment Income$64,293NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$391CashBOYAmt
Cash EOY$5,147CashEOYAmt
Cash EOYFMV$5,147CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,453SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,204SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,204SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$825,080CorporateStockBOYAmt
Corporate Stock EOY$833,166CorporateStockEOYAmt
Corporate Stock EOYFMV$1,049,838CorporateStockEOYFMVAmt
Total Assets BOY$845,924TotalAssetsBOYAmt
Total Assets EOY$856,517TotalAssetsEOYAmt
Total Assets EOYFMV$1,073,189TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$845,924RetainedEarningBOYAmt
Retained Earning EOY$856,517RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$845,924TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$856,517TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$845,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$856,517TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$845,924TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,593ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$856,517SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$856,517TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$63,172$56,212$6,960$6,960
PUBLICLY TRADED SECURITIESP$185,668$148,384$37,284$37,284
FieldValueIRS element (for citing)
Capital Gain Net Income$44,244CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$894InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$894SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$894TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$240EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$240TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$654TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksSUSAN J WALKERIndividualWithBooksNm
Phone8148384313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LYNN A JORDAN-DEICHMAN
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & VICE PRESIDENT0.50$0$0$0
DEBORAH J KAPUSTA
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & SECRETARY0.50$0$0$0
SUSAN J WALKER
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR, PRESIDENT, & TRE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,028,869AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,789AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,053,658TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,053,658AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,805CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,037,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,893MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,893MinimumInvestmentReturnAmt
Tax Based On Investment Income$894TaxBasedOnInvestmentIncomeAmt
Total Tax$894TotalTaxAmt
Distributable Before Adj$50,999DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,999DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,999DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$53,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,999DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,822ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,044ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,167ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,800ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,548ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,381TotalExcessDistributionCyovAmt
Qualifying Distributions$53,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,999AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,701RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$27,082TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,822ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,260ExcessDistriCyovToNextYrAmt
Excess From Year4$5,044ExcessFromYear4Amt
Excess From Year3$6,167ExcessFromYear3Amt
Excess From Year2$5,800ExcessFromYear2Amt
Excess From Year1$5,548ExcessFromYear1Amt
Excess From Current Year$2,701ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJORDAN FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8148384313RecipientPhoneNum
Form And Info And MaterialsSUBMITTED USING THE JORDAN FAMILY FOUNDATION GRANT APPLICATION FORM AVAILABLE AT THE SAEGERTOWN BOROUGH OFFICE, 603 ERIE ST, SAEGERTOWN, PA. FULL PROJECT BUDGETS SHOULD BE INCLUDED WITH THE APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31ST AND SEPTEMBER 30THSubmissionDeadlinesTxt
Restrictions On AwardsPROJECT MUST ENHANCE OR OTHERWISE BENEFIT THE COMMUNITY OF SAEGERTOWN. THE ORGANIZATION MUST BE TAX EXEMPT UNDER SECTION 501(C)(3). ORGANIZATIONS NOT INDEPENDENTLY INCORPORATED AS TAX-EXEMPT MAY APPLY THROUGH A QUALIFIED INCORPORATED "CONDUIT ORGANIZATION. THE ORGANIZATION MUST NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, COLOR, RELIGION, NATIONAL ORIGIN, HANDICAP, SEXUAL ORIENTATION, MARITAL STATUS, GENDER OR GENDER IDENTITY IN ANY PROGRAM OR ACTIVITIES RECEIVING FUNDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HAMOT HEALTH FOUNDATION
302 FRENCH STREETERIEPA16507PUBLIC CHARITYPATIENT CARE TOWER AT UPMC HAMOT$10,000
LEMON BAY SUNRISE ROTARY
2710 S MCCALL ROADENGLEWOODFL34224PUBLIC CHARITY4TH OF JULY FIREWORKS$500
SAEGERTOWN AREA LIBRARY ASSOCIATION INC
325 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYCREATING SPACE PROJECT$1,840
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433LOCAL GOVERNMENTROUNDABOUT FLOWER PROJECT$7,126
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433LOCAL GOVERNMENTIRON BRIDGE PARK MAINTENANCE FUND$9,340
SAEGERTOWN VOLUNTEER FIRE DEPARTMENT
601 ERIE STREETSAEGERTOWNPA16433PUBLIC CHARITY5K LED LIGHTING PROJECT$7,817
SAEGERTOWN VOLUNTEER FIRE DEPARTMENT
601 ERIE STREETSAEGERTOWNPA16433PUBLIC CHARITY2021 19-4 TRUCK BED REPLACEMENT PROJECT$8,515
SAEGERTOWN HERITAGE MUSEUM
320 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYBUILIDING ELECTRICAL UPDATES$2,970
CAPTAINS FOR CLEAN WATER
2031 JACKSON STREETFORT MYERSFL33901PUBLIC CHARITYSOUTH FLORIDA EVERGLADES RESTORATION$1,000
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433PUBLIC CHARITYMAINTENANCE FUND$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,608TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,407ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$44,244ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,651ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,651TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,185Amt
Net Investment Income$1,093NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,092DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING UNDISTRIBUTED INCOME FROM:TAX YEAR 2008: $18,361TAX YEAR 2009: $ 4,586TAX YEAR 2011: $ 2,431ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$393,077$479,861
PNC INVESTMENTS$440,089$569,977

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$11,153RevenueAndExpensesPerBooksAmt
Net Investment Income$11,153NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$112Amt
Net Investment Income$112NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.