TOPPER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349102605
- Schema version
- 2020v4.0
- 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 Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:42:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-31 | 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 | 2021-10-27 | PreparationDt |
| 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 | $0 | 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 | $92,849 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $126,794 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126,794 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $126,794 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,974 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,974 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $970,794 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$460,518 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$460,518 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$180,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,779 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$311,750 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $9,203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,203 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,180 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,655 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,392,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,392,013 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,430,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,392,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,610,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $11,154,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,823,088 | CorporateStockEOYAmt |
| Total Assets BOY | $11,154,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,823,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,154,944 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,823,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,154,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,823,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,154,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,823,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,154,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,610,463 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,544,481 | SubtotalAmt |
| Other Decreases | $721,393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,823,088 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,539 | SubtotalAmt |
| Tax Based On Investment Income | $1,539 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $1,572 | 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 |
| 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 | $9,489,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,489,016 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,489,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,346,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $467,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $467,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,539 | TotalTaxAmt |
| Distributable Before Adj | $465,795 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $465,795 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $465,795 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,392,013 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,392,013 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,392,013 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,795 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,936 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $381,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $352,958 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $292,217 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,383,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,485,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,392,013 | QualifyingDistributionsAmt |
| Applied To Current Year | $465,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,926,218 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,411,412 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $74,936 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,336,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $381,138 | ExcessFromYear4Amt |
| Excess From Year3 | $352,958 | ExcessFromYear3Amt |
| Excess From Year2 | $292,217 | ExcessFromYear2Amt |
| Excess From Year1 | $1,383,945 | ExcessFromYear1Amt |
| Excess From Current Year | $1,926,218 | 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 (45 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 |
|---|---|---|---|---|---|---|---|---|---|
| THIRD STREET ALLIANCE | |||||||||
| 41 N 3RD STREET | EASTON | PA | 18042 | NONE | PAID | GENERAL CHARITABLE | $1,000 | ||
| ASSUMPTION BVM CHURCH | |||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $91,100 | ||
| ALLENTOWN CENTRAL CATHOLIC HIGH | |||||||||
| 301 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $1,000 | SCHOOL | |
| ALLENTOWN RESCUE MISSION | |||||||||
| 355 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| AUGUSTINIAN FUND | |||||||||
| 214 ASHWOOD ROAD | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $200,000 | ||
| THE BACH CHOIR OF BETHLEHEM | |||||||||
| 440 HECKEWELDER PLACE | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $1,250 | ||
| MOST BLESSED SACRAMENT CHURCH | |||||||||
| 610 PINE STREET | BALLY | PA | 19503 | NONE | PAID | GENERAL CHARITABLE | $1,000 | ||
| BOY & GIRLS CLUB OF ALLENTOWN | |||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| GEORGE W BUSH PRESIDENTIAL LIBRARY | |||||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | PAID | GENERAL CHARITABLE | $1,000 | ||
| THE CATHOLIC FOUNDATION OF EASTERN | |||||||||
| PO BOX 1430 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $35,000 | PA | |
| CAY GALGON LIFE HOUSE | |||||||||
| 714 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $10,500 | ||
| CATHOLIC SENIOR HOUSING AND | |||||||||
| 1200 SPRING STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $5,000 | HEALTHCARE SERVICES INC | |
| DESALES UNIVERSITY | |||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $12,500 | ||
| DIOCESE OF ALLENTOWN | |||||||||
| PO BOX F | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $160,000 | ||
| GOOD SHEPHERD | |||||||||
| 850 S 5TH STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| HISTORIC BETHLEHEM | |||||||||
| 74 WEST BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $6,000 | SUITE 310 | |
| HOSPICE OF DAYTON | |||||||||
| 324 WILMINGTON AVENUE | DAYTON | OH | 45420 | NONE | PAID | GENERAL CHARITABLE | $500 | ||
| KNIGHTS OF COLUMBUS | |||||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | NONE | PAID | GENERAL CHARITABLE | $25,000 | ||
| KOLBE ACADEMY | |||||||||
| 395 BRIDLE PATH ROAD | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $41,667 | ||
| GREENS LEDGE LIGHT PRESERVATION | |||||||||
| PO BOX 43 | ROWAYTON | CT | 06853 | NONE | PAID | GENERAL CHARITABLE | $25,000 | SOCIETY (LIGHT HOUSE) | |
| LEHIGH VALLEY HEALTH NETWORK | |||||||||
| PO BOX 689 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $70,000 | ||
| MERCY SCHOOL FOR SPECIAL LEARNING | |||||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $30,000 | ||
| MISSIONARY OBLATES OF THE VIRGIN | |||||||||
| 2 IPSWITCH STREET | BOSTON | MA | 02215 | NONE | PAID | GENERAL CHARITABLE | $200 | MARY | |
| MOUNT SAINT JOSEPH ACADEMY | |||||||||
| 120 W WISSAHICKON AVENUE | FLOURTOWN | PA | 19031 | NONE | PAID | GENERAL CHARITABLE | $500 | ||
| NAFASI PROJECT | |||||||||
| 36 E HIGHLAND AVENUE | ATLANTIC HIGHLANDS | NJ | 07716 | NONE | PAID | GENERAL CHARITABLE | $7,500 | ||
| NEW BETHANY MINISTRIES | |||||||||
| 333 WEST FOURTH STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $1,000 | ||
| NEW HOPE FOUNDATION | |||||||||
| 2 MONMOUTH AVE 2 | FREEHOLD | NJ | 07728 | NONE | PAID | GENERAL CHARITABLE | $5,000 | ||
| QUEEN OF ANGELS CATHOLIC SCHOOL | |||||||||
| ONE MAIN STREET | NORTH HUNTINGDON | PA | 15642 | NONE | PAID | GENERAL CHARITABLE | $25,000 | ||
| SECOND HARVEST FOOD BANK | |||||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | NONE | PAID | GENERAL CHARITABLE | $3,124 | ||
| SISTERS OF CHARITY | |||||||||
| 54 W MAIN STREET | BALTIC | CT | 06330 | NONE | PAID | GENERAL CHARITABLE | $5,270 | ||
| ST ANNE'S RETIREMENT COMMUNITY | |||||||||
| 3952 COLUMBIA AVENUE | COLUMBIA | PA | 17512 | NONE | PAID | GENERAL CHARITABLE | $10,000 | ||
| ST JOHN VIANNEY REGIONAL SCHOOL | |||||||||
| 210N 18TH STREET | ALLENTOWN | PA | 18104 | NONE | PAID | GENERAL CHARITABLE | $15,000 | ||
| DIOCESE OF ALLENTOWN | |||||||||
| PO BOX F | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $325,000 | ||
| DESALES UNIVERSITY | |||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $125,000 | ||
| VILLANOVA UNIVERSITY | |||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $80,000 | ||
| LEHIGH VALLEY HEALTH NETWORK | |||||||||
| PO BOX 689 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $27,333 | ||
| VALLEY YOUTH HOUSE | |||||||||
| 3400 HIGH POINT BOULEVARD | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $25,000 | ||
| WOMEN UNITED | |||||||||
| 1110 AMERICAN PARKWAY | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $1,000 | NORTHEAST SUITE F-120 | |
| KOLBE ACADEMY | |||||||||
| 395 BRIDLE PATH ROAD | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $166,667 | ||
| UNITED WAY EDUCATION FUND | |||||||||
| 1110 AMERICAN PARKWAY | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $250,000 | NORTHEAST SUITE F-120 | |
| UNITED WAY OF THE GREATER LV | |||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $500,000 | ||
| 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 | $60,000 | ||
| YWCA | |||||||||
| 425 15TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $1,000 | ||
| THE LEHIGH GAS FOUNDATION | |||||||||
| 645 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PAID | GENERAL CHARITABLE | $15,902 | SUITE 500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,392,013 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,794 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,974 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,498 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BLUEKNIGHT ENERGY PARTNERS | 14 | -$99,157 |
| CROSSAMERICA PARTNERS | 14 | $23,034 |
| DCP MIDSTREAM | 14 | -$101,824 |
| ENERGY TRANSFER LP | 14 | -$158,522 |
| ENTERPRISE PRODUCTS PARTNER | 14 | -$34,788 |
| PBF LOGISTICS | 14 | $20,009 |
| PLAINS ALL AMERICAN PIPELIN | 14 | -$102,387 |
| SPRAGUE RESOURCES, LP | 14 | -$6,894 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$273,252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$273,252 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH TOPPER | |||||||
| 1 | 645 HAMILTON STREET | SUITE 500 | ALLENTOWN | PA | 18101 | $15,324 | Yes (X) |
| WALTER J DEALTREY | |||||||
| 2 | 1640 COUNTRY ROAD | BETHLEHEM | PA | 18015 | $13,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $1,180 | Amt |
| Net Investment Income | $1,180 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| RAYMOND JAMES 4687 | PURCHASE | $483,285 | $504,012 | -$20,727 |
| RAYMOND JAMES 4687 | PURCHASE | $443,312 | $379,991 | $63,321 |
| RAYMOND JAMES 6097 | PURCHASE | $1 | $1 | |
| RBC CAPITAL 3041 | PURCHASE | $1,400 | $226 | $1,174 |
| RBC CAPITAL 3041 | PURCHASE | $18,956 | $24,564 | -$5,608 |
| RBC CAPITAL 3041 | PURCHASE | $23,840 | $23,502 | $338 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $7,823,088 | EOYBookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $9,203 | LegalFeesAmt |
| Net Investment Income | $9,203 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DECREASE | Desc |
| Amt | $721,393 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SPRAGUE RESOURCES, LP | $11 | $11 | $11 |
| BLUEKNIGHT ENERGY PARTNERS | -$99,157 | -$99,157 | |
| CROSSAMERICA PARTNERS | $23,034 | $23,034 | |
| DCP MIDSTREAM | -$101,824 | -$101,824 | |
| ENERGY TRANSFER LP | -$158,522 | -$158,522 | |
| ENTERPRISE PRODUCTS PARTNERS | -$34,788 | -$34,788 | |
| PBF LOGISTICS | $20,009 | $20,009 | |
| PLAINS ALL AMERICAN PIPELINE | -$102,387 | -$102,387 | |
| SPRAGUE RESOURCES, LP | -$6,894 | -$6,894 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RBC CAPITAL MARKETS, LLC 3041 I | $3 | $3 |
| RBC CAPITAL MARKETS, LLC 3041 F | $4,115 | $4,115 |
| RAYMOND JAMES | $23,537 | $23,537 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES 6097 | CategoryTxt |
| Amt | $9 | Amt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |