SCHAEFER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCHAEFER FOUNDATION (EIN 22-6042871)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-18
- IRS object ID
- 202511999349100506
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-18T10:06:25-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650421266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATARINEAU & GIVENS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SW 117TH AVE STE 204 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331834809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226042871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHAEFER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHA | BusinessNameControlTxt |
| Phone | 3522581444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 FRESH POND ROAD | AddressLine1Txt |
| City | PONTE VERDA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C SCHAEFER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6108457355 | PhoneNum |
| Signature | 2025-06-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARMEN CATARINEAU | PreparerPersonNm |
| PTIN | P01069740 | PTIN |
| Phone | 3055967883 | PhoneNum |
| Preparation | 2025-07-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $544,940 | 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 | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,581 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,581 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,966 | GrossSalesPriceAmt |
| Total Rev And Expnss | $30,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,601 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,601 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,975 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $95 | InterestRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $425 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,601 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $455,651 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $453,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $544,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $455,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $453,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $544,940 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $455,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $453,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $455,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $453,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $455,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $453,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $455,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,477 | ExcessRevenueOverExpensesAmt |
| Subtotal | $453,174 | SubtotalAmt |
| Other Decreases | $109 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $453,065 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $286 | SubtotalAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $286 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATARINEAU & GIVENS PA | BusinessNameLine1Txt |
| Business Name Line2 | CATARINEAU & GIVENS PA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3055967883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SW 117 AVENUE 204 | AddressLine1Txt |
| Address Line2 | 8000 SW 117 AVENUE 204 | AddressLine2Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33183 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DR JB SCHAEFER JR | ||||||||
| 161 HARDT HILL ROAD | BECHTELSVILLE | PA | 19505 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| WILLIAM C SCHAEFER | ||||||||
| 1909 SW 106 TERRACE | GAINESVILLE | FL | 32607 | TREASURER | 000.00 | $0 | $0 | $0 |
| TERRY A THOMPSON | ||||||||
| 79 MINE MOUNT ROAD | BERNARDSVILLE | NJ | 07924 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JOSEPH H SCHAEFER | ||||||||
| 11167 MONET WOODS ROAD | PALM BEACH GARDENS | FL | 33410 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JANA K BOVINO | ||||||||
| 23 DUNKIN DRIVE | WASHINGTON CROSSING | PA | 18977 | SECRETARY | 000.00 | $0 | $0 | $0 |
| MIMI ARMSTRONG | ||||||||
| 1917 WILL SCARLET LANE | SANTA ROSA | CA | 95405 | TRUSTEE | 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 | $544,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $544,940 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $544,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $536,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,838 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286 | TotalTaxAmt |
| Distributable Before Adj | $26,552 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,552 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,552 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,570 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,570 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,607 | UndistributedIncomePYAmt |
| Qualifying Distributions | $27,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,607 | AppliedToYear1Amt |
| Applied To Current Year | $18,963 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $7,589 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 25TH INFANTRY DIVISION SCHOLARSHIP | |||||||
| 25TH INFANTRY DIVISION SCHOLARSHIP FUND | PO BOX 7 | PO BOX 7 | FLOURTOWN | PA | 19031 | EDUCATIONAL | $250 |
| AARP FOUNDATION | |||||||
| AARP FOUNDATION | PO BOX 93207 | PO BOX 93207 | LONG BEACH | CA | 93207 | CHARITABLE | $25 |
| ALZHEIMER'S ASSOCIATION | |||||||
| ALZHEIMER'S ASSOCIATION | 2595 INTERSTATE DR | 2595 INTERSTATE DR | HARRISBURG | PA | 17710 | CHARITABLE | $25 |
| AMERICAN FARMLAND TRUST | |||||||
| AMERICAN FARMLAND TRUST | 1150 CONNECTICUT AVE NW | 1150 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | CHARITABLE | $50 |
| AMERICAN VETERINARY MEDICAL ASSOC | |||||||
| AMERICAN VETERINARY MEDICAL ASSOC | PO BOX 2649 | PO BOX 2649 | HARRISBURG | PA | 17105 | CHARITABLE | $100 |
| ANIMAL RESCUE LEAGUE | |||||||
| ANIMAL RESCUE LEAGUE | 58 KENNEL RD | 58 KENNEL RD | BIRDSBORO | PA | 19508 | CHARITABLE | $1,000 |
| ARTSQUEST | |||||||
| ARTSQUEST | 101 FOUNDERS WAY | 101 FOUNDERS WAY | BETHLEHEM | PA | 18015 | CHARITABLE | $100 |
| ASPEN RHOADS RESEARCH FOUNDATION | |||||||
| ASPEN RHOADS RESEARCH FOUNDATION | 8401 COLESVILL RD STE 510 | 8401 COLESVILL RD STE 510 | SILVER SPRING | MD | 20910 | CHARITABLE | $1,000 |
| BALLY COMMUNITY AMBULANCE | |||||||
| BALLY COMMUNITY AMBULANCE | 537 CHESTNUT STREET | 537 CHESTNUT STREET | BALLY | PA | 19503 | CHARITABLE | $120 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| BEST FRIENDS ANIMAL SOCIETY | 5001 ANGEL CANYON ROAD | 5001 ANGEL CANTON ROAD | KANAB | UT | 84741 | CHARITABLE | $1,200 |
| BOWMAN'S HILL WILDFLOWER PRESERVE | |||||||
| BOWMAN'S HILL WILDFLOWER PRESERVE | 1635 RIVER RD | 1635 RIVER RD | NEW HOPE | PA | 18938 | CHARITABLE | $500 |
| BOYERTOWN COMMUNITY LIBRARY | |||||||
| BOYERTOWN COMMUNITY LIBRARY | 24 N READING AVE | 24 N READING AVE | BOYERTOWN | PA | 19512 | EDUCATIONAL | $1,000 |
| BOYERTOWN MUSEUM OF HISTORIC VEHICL | |||||||
| BOYERTOWN MUSEUM OF HISTORIC VEHICLES | 85 S WALNUT ST | 85 S WALNUT ST | BOYERTOWN | PA | 19512 | CHARITABLE | $100 |
| BUCKS BEAUTIFUL | |||||||
| BUCKS BEAUTIFUL | 85 E STATE ST | 85 E STATE ST | DOYLESTOWN | PA | 18901 | CHARITABLE | $200 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| CHIRLDREN'S HOSPITAL OF PHILADELPHIA | 3401 CIVIC CENTER BLVD | 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | CHARITABLE | $100 |
| CONSUMER REPORTS | |||||||
| CONSUMER REPORTS | 101 TRUMAN AVE | 101 TRUMAN AVE | YONKERS | NY | 10703 | CHARITABLE | $250 |
| DAUGHTERS OF WISDOM | |||||||
| DAUGHTERS OF WISDOM | 385 OCEAN AVENUE | 385 OCEAN AVENUE | ISLIP | NY | 11751 | CHARITABLE | $1,000 |
| DISABLE AMERICAN VETERANS | |||||||
| DISABLED AMERICAN VETERANS | 1201 NW 16TH ST | 1201 NW 16TH ST | MIAMI | FL | 33125 | CHARITABLE | $250 |
| DOG'S INC | |||||||
| DOG'S INC | 4210 77TH ST STE E | 4210 77TH ST STE E | PALMETTO BAY | FL | 34221 | CHARITABLE | $3,000 |
| EASTERN BERKS FIRE DEPT | |||||||
| EASTERN BERKS FIRE DEPT | 2243 OLD RTE 100 | 2243 OLD RTE 100 | BARTO | PA | 19504 | CHARITABLE | $200 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| ENVIRONMENTAL DEFENSE FUND | 257 PARK AVENUE SOUTH | 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | CHARITABLE | $50 |
| FRIENDS OF THE DELAWARE CANAL | |||||||
| FRIENDS OF THE DELAWARE CANAL | 145 SOUTH MAIN STREET | 145 SOUTH MAIN STREET | NEW HOPE | PA | 18938 | CHARITABLE | $1,000 |
| FRIENDS OF WASHINGTON CROSSING PARK | |||||||
| FRIENDS OF WASHINGTON CROSSING PARK | PO BOX 1776 | PO BOX 1776 | WASHINGTON CROSSING | PA | 18977 | CHARITABLE | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| HABITAT FOR HUMANITY | 285 PEACHTREE CENTER AVE | 283 PEACHTREE CENTER AVE | ATLANTA | GA | 30303 | CHARITABLE | $500 |
| HANDS TO LOVE | |||||||
| HANDS TO LOVE | PO BOX 140572 | PO BOX 140572 | GAINESVILLE | FL | 32614 | CHARITABLE | $500 |
| HAWK MOUNTAIN SANCTUARY | |||||||
| HAWK MOUNTAIN SANCTUARY | 1700 HAWK MOUNTAIN ROAD | 1700 HAWK MOUNTAIN ROAD | KEMPTON | PA | 19529 | CHARITABLE | $100 |
| HISTORICAL SOCIETY OF BERK CO | |||||||
| HISTORICAL SOCIETY OF BERK CO | 940 CENTRE AVE | 940 CENTRE AVE | READING | PA | 19601 | CHARITABLE | $100 |
| HOLY FAMILY CATHOLIC SCHOOL | |||||||
| HOLY FAMILY CATHOLIC SCHOOL | 14650 NE 12TH AVE | 14650 NE 12TH AVE | NORTH MIAMI | FL | 33161 | EDUCATIONAL | $1,000 |
| KUTZTOWN HISTORICAL SOCIETY | |||||||
| KUTZTOWN HISTORICAL SOCIETY | 212 S WHITEOAK ST | 212 S WHITEOAK ST | KUTZTOWN | PA | 19530 | CHARITABLE | $50 |
| METAVIVOR RESEARCH & SUPPORT | |||||||
| METAVIVOR RESEARCH & SUPPORT | 7780 ELMWOOD AVE STE 130 | 7780 ELMWOOD AVE STE 130 | MIDDLETON | WI | 53562 | CHARITABLE | $100 |
| MOST BLESSED SACRAMENT CHURCH | |||||||
| MOST BLESSED SACRAMENT CHURCH | 1701 EAST OAKLAND PARK | 1701 EAST OAKLAND PARK | OAKLAND PARK | FL | 33334 | CHARITABLE | $1,500 |
| NATIONAL PARK FOUNDATION | |||||||
| NATIONAL PARK FOUNDATION | 1500 K STREET NW STE 700 | 1500 K STREET NW STE 700 | WASHINGTON | DC | 20005 | CHARITABLE | $200 |
| NATIONAL PARKS CONSERVATORY | |||||||
| NATIONAL PARKS CONSERVATORY | 777 6TH STREET NW 700 | 777 6TH STREET NW 700 | WASHINGTON | DC | 20001 | CHARITABLE | $100 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| NATIONAL WILDLIFE FEDERATION | PO BOX 1583 | PO BOX 1583 | MERRIFIELD | VA | 22116 | CHARITABLE | $50 |
| NATURE CONSERVANCY | |||||||
| NATURE CONSERVANCY | 800 DOUGLAS RD STE 220 | 800 DOUGLAD RD STE 220 | MIAMI | FL | 33134 | CHARITABLE | $50 |
| NORTHWESTERN THERAPY DOGS | |||||||
| NORTHWESTERN THERAPY DOGS | 485 WORTHINGTON MILL RD | 485 WORTHINGTON MILL RD | RICHBORO | PA | 18954 | CHARITABLE | $200 |
| OAK HALL SCHOOL | |||||||
| OAK HALL SCHOOL | 1700 SW 75TH ST | 1700 SW 75TH ST | GAINESVILLE | FL | 32607 | EDUCATIONAL | $250 |
| OCEAN CONSERVATORY | |||||||
| OCEAN CONSERVATORY | 1300 19TH ST NW 8TH FLR | 1300 19TH ST NW 8TH FLR | WASHINGTON | DC | 20036 | CHARITABLE | $25 |
| PAWS OF WAR | |||||||
| PAWS OF WAR | 127 SMITHTOWN BLVD | 127 SMITHTOWN BLVD | NESCONSET | NY | 11767 | CHARITABLE | $500 |
| PENNSYLVANIA HORTICULTURAL SOCIETY | |||||||
| PENNSYLVANIA HORTICULTURAL SOCIETY | 100 N 20TH ST STE 405 | 100 N 20TH ST STE 405 | PHILADELPHIA | PA | 19103 | CHARITABLE | $50 |
| PROSTATE CANCER FOUNDATION | |||||||
| PROSTATE CANCER FOUNDATION | 1250 FOURTH STREET | 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | CHARITABLE | $100 |
| QUEEN OF PEACE | |||||||
| QUEEN OF PEACE | 10900 SW 24TH AVE | 10900 SW 24TH AVE | GAINESVILLE | FL | 32607 | CHARITABLE | $1,000 |
| RANSOM EVERGLADES SCHOOL FUND | |||||||
| RANSOM EVERGLADES SCHOOL FUND | 3575 MAIN HIGHWAY | 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | EDUCATIONAL | $250 |
| RYLIES RESCUE | |||||||
| RYLIES RESCUE | PO BOX 1021 | PO BOX 1021 | SKIPPACK | PA | 19474 | CHARITABLE | $800 |
| SAFETY NET SANCTUARY | |||||||
| SAFETY NET SANCTUARY | 187 HOUCK RD | 187 HOUCK RD | FLEETWOOD | PA | 19522 | CHARITABLE | $500 |
| SALVATION ARMY OF PALM BEACH | |||||||
| SALVATION ARMY OF PALM BEACH | 2100 PALM BEACH LAKES BLV | 2100 PALM BEACH LAKES BLV | WEST PALM BEACH | FL | 33409 | CHARITABLE | $250 |
| SAMARITAN'S PURSE | |||||||
| SAMARITAN'S PURSE | 522 LEWISBERRY RD | 522 LEWISBERRY RD | NEW CUMBERLAND | PA | 17070 | CHARITABLE | $1,000 |
| SHRINER'S HOSPITALS FOR CHILDREN | |||||||
| SHRINER'S HOSPITALS FOR CHILDREN | 2900 N ROCKY POINT DR | 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | CHARITABLE | $1,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| ST JUDE CHILDREN'S HOSPITAL | 3750 NW 87TH AVE STE 100 | 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | CHARITABLE | $1,000 |
| THE MARFAN FOUNDATION | |||||||
| THE MARFAN FOUNDATION | 4231 AVE OF THE REPUBLIC | 4231 AVE OF THE REPUBLIC | PHILADELPIA | PA | 19131 | CHARITABLE | $100 |
| TREVOR PROJECT | |||||||
| TREVOR PROJECT | PO BOX 69232 | PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | CHARITABLE | $1,000 |
| UNICEF | |||||||
| UNICEF | 125 MAIDEN LANE | 125 MAIDEN LANE | NEW YORK | NY | 10038 | CHARITABLE | $1,000 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| UNITED SERVICE ORGANIZATIONS | PO BOX 96860 | PO BOX 96860 | WASHINGTON | DC | 20077 | CHARITABLE | $100 |
| UNIV OF ALABAMA HAND AND UPPER EXTR | |||||||
| UNIV OF ALABAMA HAND AND UPPER EXTREMITY | 1313 13TH ST S | 1313 13TH ST S | BIRMINGHAM | AL | 35205 | EDUCATIONAL | $500 |
| UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI | PO BOX 248027 | PO BOX 248027 | CORAL GABLES | FL | 33124 | EDUCATIONAL | $250 |
| WHITE HOUSE | |||||||
| WHITE HOUSE | 1600 PENNSYLVANIA AVE NW | 1600 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20500 | CHARITABLE | $125 |
| WHYY | |||||||
| WHYY | PO BOX 999 | PO BOX 999 | GREENCASTLE | PA | 17225 | CHARITABLE | $100 |
| WILDLANDS CONSERVANCY | |||||||
| WILDLANDS CONSERVANCY | 3701 ORCHID PL | 3701 ORCHID PL | EMMAUS | PA | 18049 | CHARITABLE | $200 |
| WORLD WILDLIFE FUND | |||||||
| WORLD WILDLIFE FUND | PO BOX 97180 | PO BOX 97180 | WASHINGTON | DC | 20090 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,570 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,581 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,987 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,588 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,588 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,975 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| CHARLES SCHWAB - SEE ATTACHED | PURCHASE | $63 | $60 | $3 |
| CHARLES SCHWAB - SEE ATTACHED | PURCHASE | $56,009 | $52,262 | $3,747 |
| CHARLES SCHWAB - SEE ATTACHED | PURCHASE | $16,894 | $10,657 | $6,237 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRANKLIN GROWTH FUND | AT COST | ||
| FRANKLIN SMALL CAP | AT COST | ||
| TEMPLETON GROWTH FUND | AT COST | ||
| CHARLES SCHWAB | AT COST | $453,065 | $544,940 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS PAYMENTS | Desc |
| Amt | $109 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE | $425 |
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