TOPPER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349100725
- Schema version
- 2021v4.0
- 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
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T08:20:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2022-11-08 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $12,539,743 | 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 | $48,538 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62,978 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62,978 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $62,978 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,895 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,895 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $846,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,018,018 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $484,681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $484,681 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,474,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,903 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $579,554 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,070 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,070 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $38,454 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,454 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $76 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $76 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,641,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,641,752 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,683,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,641,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$209,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,095 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $579,554 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $7,823,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,539,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,539,743 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,823,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,539,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,539,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,823,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,539,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,823,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,539,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,823,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,539,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,823,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$209,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,926,074 | OtherIncreasesAmt |
| Subtotal | $12,539,743 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,539,743 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $738 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $738 | SubtotalAmt |
| Tax Based On Investment Income | $738 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $855 | OverpaymentAmt |
| Applied To ES Tax | $855 | AppliedToESTaxAmt |
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 | $12,232,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,232,776 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,232,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,049,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $602,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $602,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $738 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $738 | TotalTaxAmt |
| Distributable Before Adj | $601,726 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $601,726 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $601,726 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,641,752 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,641,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $601,726 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $381,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $352,958 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $292,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,383,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,926,218 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,336,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,641,752 | QualifyingDistributionsAmt |
| Applied To Current Year | $601,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,040,026 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,376,502 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $381,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,995,364 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,958 | ExcessFromYear4Amt |
| Excess From Year3 | $292,217 | ExcessFromYear3Amt |
| Excess From Year2 | $1,383,945 | ExcessFromYear2Amt |
| Excess From Year1 | $1,926,218 | ExcessFromYear1Amt |
| Excess From Current Year | $1,040,026 | 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 (34 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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLENTOWN RESCUE MISSION | |||||||||
| 355 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| AMIGOS DE JESUS | |||||||||
| 104 CHANNING AVENUE | MALVERN | PA | 19355 | NONE | PAID | GENERAL CHARITABLE | $2,000 | ||
| ASSUMPTION BVM CHURCH | |||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| ASSUMPTION CHURCH | |||||||||
| 4101 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $25,250 | ||
| AUGUSTINIAN FUND | |||||||||
| 214 ASHWOOD ROAD | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| BIG BROTHERS BIG SISTERS | |||||||||
| 41 S CARLISLE STREET | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $9,500 | ||
| BISHOPS ANNUAL APPEAL | |||||||||
| PO BOX F | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $25,000 | ||
| MOST BLESSED SACRAMENT CHURCH | |||||||||
| 610 PINE STREET | BALLY | PA | 19503 | NONE | PAID | GENERAL CHARITABLE | $5,500 | ||
| BOY & GIRLS CLUB OF ALLENTOWN | |||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| THE CATHOLIC FOUNDATION OF EASTERN | |||||||||
| PO BOX 1430 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $30,000 | PA | |
| CAY GALGON LIFE HOUSE | |||||||||
| 714 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $12,000 | ||
| DESALES UNIVERSITY | |||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| DIOCESE OF ALLENTOWN | |||||||||
| PO BOX F | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $30,000 | ||
| ABINGTON FRIENDS SCHOOL | |||||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | NONE | PAID | GENERAL CHARITABLE | $500 | ||
| GOOD SHEPHERD | |||||||||
| 850 S 5TH STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| GREENS LEDGE LIGHT PRESERVATION | |||||||||
| PO BOX 43 | ROWAYTON | CT | 06853 | NONE | PAID | GENERAL CHARITABLE | $25,000 | SOCIETY (LIGHT HOUSE) | |
| THE HILLSIDE SCHOOL | |||||||||
| 2697 BROOKSIDE ROAD | MACUNGIE | PA | 18062 | NONE | PAID | GENERAL CHARITABLE | $2,500 | ||
| HISTORIC BETHLEHEM | |||||||||
| 74 WEST BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $7,500 | SUITE 310 | |
| KOLBE ACADEMY | |||||||||
| 395 BRIDLE PATH ROAD | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $49,334 | ||
| MACALUSOS COMPASSIONATE CARE | |||||||||
| 1A MAIN STREET | SPARTA | NJ | 07871 | NONE | PAID | GENERAL CHARITABLE | $12,896 | SUITE 7 | |
| MARYKNOLL | |||||||||
| 55 RYDER ROAD | OSSINING | NY | 10562 | NONE | PAID | GENERAL CHARITABLE | $350 | ||
| MERCY SCHOOL FOR SPECIAL LEARNING | |||||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $2,700 | ||
| NAFASI PROJECT | |||||||||
| 36 E HIGHLAND AVENUE | ATLANTIC HIGHLANDS | NJ | 07716 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| NOTRE DAME CLUB OF LEHIGH VALLEY | |||||||||
| 1611 POND ROAD | ALLENTOWN | PA | 18104 | NONE | PAID | GENERAL CHARITABLE | $5,000 | SUITE 300 | |
| SECOND HARVEST FOOD BANK | |||||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | NONE | PAID | GENERAL CHARITABLE | $4,686 | ||
| SPECIAL OLYMPICS | |||||||||
| 270 WALKER DRIVE | STATE COLLEGE | PA | 16801 | NONE | PAID | GENERAL CHARITABLE | $1,036 | SUITE 101W | |
| ST BALDRICK'S FOUNDATION | |||||||||
| 1333 MAYFLOWER AVENUE | MONROVIA | CA | 91016 | NONE | PAID | GENERAL CHARITABLE | $1,000 | SUITE 400 | |
| ST JOHN VIANNEY REGIONAL SCHOOL | |||||||||
| 210N 18TH STREET | ALLENTOWN | PA | 18104 | NONE | PAID | GENERAL CHARITABLE | $25,000 | ||
| ST MICHAEL THE ARCHANGEL | |||||||||
| 66 LEVITTOWN PARKWAY | LEVITTOWN | PA | 19054 | NONE | PAID | GENERAL CHARITABLE | $99,000 | ||
| UNITED WAY OF THE GREATER LV | |||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $1,030,000 | ||
| 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 | $170,000 | ||
| YWCA | |||||||||
| 425 15TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,641,752 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,978 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,895 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $846,049 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BLUEKNIGHT ENERGY PARTNERS | 14 | $3,675 |
| DCP MIDSTREAM | 14 | -$55,596 |
| CROSSAMERICA PARTNERS | 14 | $666,067 |
| ENERGY TRANSFER LP | 14 | -$6,448 |
| ENTERPRISE PRODUCTS PARTNER | 14 | -$11,957 |
| PBF LOGISTICS | 14 | $13,427 |
| PLAINS ALL AMERICAN PIPELIN | 14 | -$66,321 |
| SPRAGUE RESOURCES, LP | 14 | -$5,031 |
| GLOBAL PARTNERS, LP | 14 | -$53,165 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,425,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,425,603 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT WISS | ||||||
| 1 | 5100 N HIGHWAY A1A F68 | VERO BEACH | FL | 32963 | $5,200 | Yes (X) |
| ROBERT SACKS | ||||||
| 2 | 53 GALWAY DRIVE | MENDHAM | NJ | 07945 | $5,200 | Yes (X) |
| MARC ROBIN L GRANSON | ||||||
| 3 | 5184 WEYHILL FARM ROAD | BETHLEHEM | PA | 18015 | $7,338 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| RBC CAPITAL MARKETS 1099-B 3041 | PURCHASE | $32,539 | $6,411 | $26,128 |
| RBC CAPITAL MARKETS 1099-B 3041 | PURCHASE | $106,499 | $109,432 | -$2,933 |
| RBC CAPITAL MARKETS 1099-B 3041 | PURCHASE | $63,751 | $46,091 | $17,660 |
| RAYMOND JAMES 1099-B 4687 | PURCHASE | $812,080 | $812,080 | |
| RAYMOND JAMES 1099-B 6097 | PURCHASE | $3,149 | $10,035 | -$6,886 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $12,539,743 | EOYBookValueAmt |
| EOYFMV | $12,539,743 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $2,070 | LegalFeesAmt |
| Net Investment Income | $2,070 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RBC CAPITAL MARKETS 3041 | $8 | $8 | $8 |
| SPRAGUE RESOURCES, LP | $22 | $22 | $22 |
| BLUEKNIGHT ENERGY PARTNERS | $3,675 | $3,675 | |
| DCP MIDSTREAM | -$55,596 | -$55,596 | |
| CROSSAMERICA PARTNERS | $666,067 | $666,067 | |
| ENERGY TRANSFER LP | -$6,448 | -$6,448 | |
| ENTERPRISE PRODUCTS PARTNERS | -$11,957 | -$11,957 | |
| PBF LOGISTICS | $13,427 | $13,427 | |
| PLAINS ALL AMERICAN PIPELINE | -$66,321 | -$66,321 | |
| SPRAGUE RESOURCES, LP | -$5,031 | -$5,031 | |
| GLOBAL PARTNERS, LP | -$53,165 | -$53,165 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INCREASE | Desc |
| Amt | $4,926,074 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RBC CAPITAL MARKETS, LLC 3041 I | $3 | $3 |
| RBC CAPITAL MARKETS, LLC 3041 F | $5,594 | $5,594 |
| RAYMOND JAMES 4687 | $28,721 | $28,721 |
| RAYMOND JAMES D534 | $76 | $76 |
| MISC | $4,060 | $4,060 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES 6097 | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |