PFUNDT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PFUNDT FOUNDATION (EIN 23-6442007)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-01-10
- IRS object ID
- 202240109349100424
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-10T15:44:43-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810990886 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAJNY & KIESEL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 WYOMING BLVD NE - SUITE 260 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236442007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFUNDT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PFUN | BusinessNameControlTxt |
| Phone | 2153570330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 BROWNSVILLE ROAD | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM N PFUNDT | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 2153570330 | PhoneNum |
| Signature | 2022-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | PFUNDT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J HAJNY CPA | PreparerPersonNm |
| PTIN | P00311296 | PTIN |
| Phone | 5055037395 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,121,985 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $68 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $915,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,631 | 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 | $2,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,448 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $502,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,212 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,057,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,111,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,757,294 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,004,148 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,258,591 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,271,056 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $7,113 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,423 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,423 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,571,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,464,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,121,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $119,065 | CapitalStockBOYAmt |
| Capital Stock EOY | $119,065 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,452,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,345,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,571,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,464,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,571,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,464,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,571,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,464,133 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,464,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GLAXOSSMITHKLINE 3.125% 5/14/21 | 2019-12-23 | 2020-10-13 | $101,707 | $100,702 | $1,005 | $1,005 |
| JPMORGAN CHASE 2.4% 6/7/21 | 2020-04-13 | 2020-10-14 | $101,344 | $100,553 | $791 | $791 |
| CISCO SYSTEMS - 680 SHARES | 2020-06-10 | 2020-11-02 | $24,368 | $32,256 | -$7,888 | -$7,888 |
| CISCO SYSTEMS - 1,830 SHARES | 2018-03-02 | 2020-11-02 | $65,578 | $80,017 | -$14,439 | -$14,439 |
| BANK OF AMERICA - 3,045 SHARES | 2018-04-23 | 2020-11-02 | $72,156 | $91,915 | -$19,759 | -$19,759 |
| CATERPILLAR INC. 2.5% 11/13/20 | 2017-12-19 | 2020-11-13 | $100,000 | $100,000 | $0 | $0 |
| VIATRIS, INC. - 340.597 SHARES | 2010-01-20 | 2020-11-20 | $5,976 | $2,924 | $3,052 | $3,052 |
| GOLDMAN SACHS 2.6% 12/27/20 | 2017-03-29 | 2020-12-28 | $100,000 | $99,959 | $41 | $41 |
| APPLE INC. 2.25% 2/23/21 | 2017-08-17 | 2021-01-28 | $50,000 | $50,011 | -$11 | -$11 |
| ORGANON & CO. - 162 SHARES | 2017-10-05 | 2021-06-07 | $5,390 | $2,752 | $2,638 | $2,638 |
| LOCKHEED MARTIN - 239 SHARES | 2018-04-19 | 2021-08-13 | $85,661 | $84,313 | $1,348 | $1,348 |
| APPLE INC. - 100 SHARES | 2009-01-15 | 2021-09-29 | $14,324 | $291 | $14,033 | $14,033 |
| RAYTHEON TECH - 70 SHARES | 2012-07-16 | 2021-09-29 | $6,105 | $2,816 | $3,289 | $3,289 |
| DISNEY CO. - 30 SHARES | 2019-07-29 | 2021-09-29 | $5,205 | $4,400 | $805 | $805 |
| INTEL CORP. - 60 SHARES | 2020-09-01 | 2021-09-29 | $3,204 | $3,039 | $165 | $165 |
| UNITED HEALTHCARE - 13 SHARES | 2018-04-26 | 2021-09-29 | $5,193 | $3,082 | $2,111 | $2,111 |
| NIKE INC. - 30 SHARES | 2020-11-20 | 2021-09-29 | $4,406 | $3,996 | $410 | $410 |
| VERIZON - 65 SHARES | 2020-12-15 | 2021-09-29 | $3,546 | $3,933 | -$387 | -$387 |
| WALMART - 35 SHARES | 2017-11-29 | 2021-09-29 | $4,941 | $3,418 | $1,523 | $1,523 |
| MERCK & CO. - 65 SHARES | 2011-09-28 | 2021-09-29 | $4,840 | $2,006 | $2,834 | $2,834 |
| JPMORGAN CHASE - 45 SHARES | 2008-06-05 | 2021-09-29 | $7,475 | $1,885 | $5,590 | $5,590 |
| THERMO FISHER SCIENTIFIC - 9 SHARES | 2021-08-17 | 2021-09-29 | $5,216 | $4,988 | $228 | $228 |
| PFIZER, INC. - 110 SHARES | 2010-01-20 | 2021-09-29 | $4,762 | $2,083 | $2,679 | $2,679 |
| HOME DEPOT - 20 SHARES | 2016-05-18 | 2021-09-29 | $6,750 | $2,632 | $4,118 | $4,118 |
| MICROSOFT CORP. - 45 SHARES | 2016-11-16 | 2021-09-29 | $12,766 | $2,663 | $10,103 | $10,103 |
| MARRIOTT INTERN. - 25 SHARES | 2019-02-14 | 2021-09-29 | $3,780 | $2,962 | $818 | $818 |
| BLACKROCK INC. - 8 SHARES | 2012-10-16 | 2021-09-29 | $6,867 | $1,520 | $5,347 | $5,347 |
| UPS, INC. - 30 SHARES | 2011-12-07 | 2021-09-29 | $5,548 | $2,177 | $3,371 | $3,371 |
| MONDELEZ INTERN. - 70 SHARES | 2019-02-14 | 2021-09-29 | $4,143 | $3,331 | $812 | $812 |
| SALESFORCECOM INC. - 13 SHARES | 2021-03-18 | 2021-09-29 | $3,523 | $2,714 | $809 | $809 |
| ISHARES 1-5 INVST GRADE BDS - 400 SHARES | 2020-12-31 | 2021-09-29 | $24,039 | $24,277 | -$238 | -$238 |
| VISA INC. - 40 SHARES | 2011-02-04 | 2021-09-29 | $9,103 | $727 | $8,376 | $8,376 |
| FIDELITY CONS. INC BD FUND - 2,395.245 SHARES | 2020-10-22 | 2021-09-29 | $24,000 | $24,048 | -$48 | -$48 |
| ISHARES FLOATING RATE BD ETF - 470 SHARES | 2018-11-28 | 2021-09-29 | $23,878 | $23,867 | $11 | $11 |
| MEDTRONIC PLC - 40 SHARES | 2016-03-07 | 2021-09-29 | $5,058 | $3,026 | $2,032 | $2,032 |
| BROADCOM INC. - 9 SHARES | 2019-02-14 | 2021-09-29 | $4,401 | $2,526 | $1,875 | $1,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,444 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | 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 | $3,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,394 | OverpaymentAmt |
| Applied To ES Tax | $2,394 | 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 | FOUNDATION MANAGER | IndividualWithBooksNm |
| Phone | 2153570330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 BROWNSVILLE ROAD | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| G NELSON PFUNDT | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | MANAGER | 2.00 | $0 | $0 | $0 |
| LAUREN P MEYER | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILLIAM N PFUNDT | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $4,896,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,975,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,975,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,901,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,406 | TotalTaxAmt |
| Distributable Before Adj | $243,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,903 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $202,903 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $202,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,112 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,903 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,112 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,791 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $143,869 | 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 | G NELSON PFUNDT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAUREN P MEYER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOUNDATION 1722 BROWNSVILLE | AddressLine1Txt |
| Address Line2 | ROAD | AddressLine2Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2153570330 | RecipientPhoneNum |
| Form And Info And Materials | ANY WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A WOMAN'S PLACE | ||||||
| PO BOX 299 | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $1,000 |
| BRYN MAWR PRESBYTERIAN CHURCH | ||||||
| 625 MONTGOMERY AVE | BRYN MAWR | PA | 19010 | PUB. CHARITY | CHARITABLE | $5,000 |
| BUCKS BEAUTIFUL | ||||||
| 85 E STATE STREET | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $1,000 |
| BUCKS COUNTY PLAYHOUSE THEATER INC | ||||||
| 55 BRIDGE ST | LAMBERTVILLE | NJ | 08530 | PUB. CHARITY | CHARITABLE | $101,000 |
| BUCKS COUNTY SPCA | ||||||
| PO BOX 277 | LAHASKA | PA | 18931 | PUB. CHARITY | CHARITABLE | $1,000 |
| GUILDING EYES FOR THE BLIND | ||||||
| PO BOX 97007 | WASHINGTON | DC | 20090 | PUB. CHARITY | CHARITABLE | $103 |
| HERITAGE CONSERVANCY | ||||||
| 85 OLD DUBLIN PIKE | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $17,000 |
| LEWA WILDLIFE CONSERVANCY USA | ||||||
| PO BOX 4449 | NEW YORK CITY | NY | 10063 | PUB. CHARITY | CHARITABLE | $500 |
| PHILADELPHIA RONALD MCDONALD HOUSE | ||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PUB. CHARITY | CHARITABLE | $1,000 |
| UPPER MAKEFIELD FIRE COMPANY | ||||||
| PO BOX 125 | WASHINGTON CROSSING | PA | 18977 | PUB. CHARITY | CHARITABLE | $300 |
| WASHINGTON CROSSING COUNCIL BSA | ||||||
| 1 SCOUT WAY | DOYLESTOWN | PA | 18907 | PUB. CHARITY | CHARITABLE | $50,000 |
| YMCA OF BUCKS COUNTY | ||||||
| 2500 LOWER STATE RD | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,903 | 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 | $68 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,119 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,631 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,930 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,258,591 | EOYBookValueAmt |
| EOYFMV | $1,271,056 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,507,052 | $3,156,093 |
| PREFERRED STOCK | $604,855 | $601,201 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $7,113 | BOYBookValueAmt |
| EOY Book Value | $3,423 | EOYBookValueAmt |
| EOYFMV | $3,423 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $36,448 | $36,448 | $0 |
| POSTAGE | $3 | $0 | $0 |
| INSURANCE | $1,301 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,299 | $0 | $0 |
| STATE TAXES | $85 | $0 | $0 |