SCHAEFER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCHAEFER FOUNDATION (EIN 22-6042871)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349104721
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:46:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226042871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHAEFER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHA | BusinessNameControlTxt |
| Phone | 6108457355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 HARDT HILL RD | AddressLine1Txt |
| City | BECHTELSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JB SCHAEFER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108457355 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JB | PersonFirstNm |
| Person Last | SCHAEFER JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARMEN CATARINEAU | PreparerPersonNm |
| PTIN | P01069740 | PTIN |
| Phone | 3055967883 | PhoneNum |
| Preparation | 2021-11-15 | 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 | $486,651 | 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 |
| Dividends Rev And Expnss | $24,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,950 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,950 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $28,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,950 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,950 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $925 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $63 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,288 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,950 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,687 | CashBOYAmt |
| Cash EOY | $6,417 | CashEOYAmt |
| Cash EOYFMV | $6,417 | CashEOYFMVAmt |
| Other Investments BOY | $291,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $304,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $480,234 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $300,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $310,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $486,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $300,144 | RetainedEarningBOYAmt |
| Retained Earning EOY | $310,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $300,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $310,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $300,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $310,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $300,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,684 | ExcessRevenueOverExpensesAmt |
| Subtotal | $311,828 | SubtotalAmt |
| Other Decreases | $952 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $310,876 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $347 | SubtotalAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $153 | OverpaymentAmt |
| Applied To ES Tax | $153 | 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 |
| 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 | $395,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $409,615 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $409,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $403,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $347 | TotalTaxAmt |
| Distributable Before Adj | $19,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,288 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,288 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,288 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,751 | UndistributedIncomePYAmt |
| Qualifying Distributions | $14,288 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,751 | AppliedToYear1Amt |
| Applied To Current Year | $4,537 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $15,290 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 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 | $300 |
| A WOMAN'S PLACE | |||||||
| A WOMAN'S PLACE | PO BOX 299 | PO BOX 299 | DOYLESTOWN | PA | 18901 | CHARITABLE | $300 |
| AMERICAN VETERINARY MED ASSOC | |||||||
| AMERICAN VETERINARY MED ASSOC | 1931 N MEACHAM RD 100 | 1031 N MEACHAM RD 100 | SCHAUMBURG | IL | 60173 | CHARITABLE | $1,000 |
| ANIMAL RESCUE LEAGUE | |||||||
| ANIMAL RESCUE LEAGUE | PO BOX 121504 | PO BOX 121504 | CLERMONT | FL | 34712 | CHARITABLE | $1,000 |
| BALLY COMMUNITY AMBULANCE | |||||||
| BALLY COMMUNITY AMBULANCE | 537 CHESTNUT STREET | 537 CHESTNUT STREET | BALLY | PA | 19503 | CHARITABLE | $75 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| BEST FRIENDS ANIMAL SOCIETY | 5001 ANGEL CANYON ROAD | 5001 ANGEL CANTON ROAD | KANAB | UT | 84741 | CHARITABLE | $1,000 |
| BOYERTOWN AREA MULTI-SERVICE | |||||||
| BOYERTOWN AREA MULTI-SERVICE | 200 SPRING ST | 200 SPRING ST | BOYERTOWN | PA | 19512 | CHARITABLE | $225 |
| BOYERTOWN COMMUNITY LIBRARY | |||||||
| BOYERTOWN COMMUNITY LIBRARY | 24 N READING AVE | 24 N READING AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $500 |
| BOYERTOWN HISTORICAL SOCIETY | |||||||
| BOYERTOWN HISTORICAL SOCIETY | 43 S CHESTNUT STREET | 43 S CHESTNUT STREET | BOYERTOWN | PA | 19512 | CHARITABLE | $50 |
| 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 | $300 |
| EASTERN BERKS FIRE DEPARTMENT | |||||||
| EASTERN BERKS FIRE DEPARTMENT | PO BOX 43 | PO BOX 43 | BARTO | PA | 19504 | CHARITABLE | $60 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| ENVIRONMENTAL DEFENSE FUND | 257 PARK AVENUE SOUTH | 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | CHARITABLE | $100 |
| FRIENDS OF THE DELAWARE CANAL | |||||||
| FRIENDS OF THE DELAWARE CANAL | 145 SOUTH MAIN STREET | 145 SOUTH MAIN STREET | NEW HOPE | PA | 18938 | CHARITABLE | $300 |
| FRIENDS OF WASHINGTON CROSSING PARK | |||||||
| FRIENDS OF WASHINGTON CROSSING PARK | 1112 RIVER ROAD | 1112 RIVER ROAD | WASHINGTON CROSSING | PA | 18977 | CHARITABLE | $300 |
| HABITAT FOR HUMANITY | |||||||
| HABITAT FOR HUMANITY | 322 WEST LAMAR STREET | 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | CHARITABLE | $300 |
| HISTORICAL SOCIETY OF READING | |||||||
| HISTORICAL SOCIETY OF READING | 940 CENTRE AVE | 940 CENTRE AVE | READING | PA | 19601 | CHARITABLE | $250 |
| HOLY FAMILY CATHOLIC SCHOOL | |||||||
| HOLY FAMILY CATHOLIC SCHOOL | 14650 NE 12 AVE | 14650 NE 12 AVE | NORTH MIAMI | FL | 33161 | CHARITABLE | $500 |
| KATY RAILROAD HISTORICAL SOCIETY | |||||||
| KATY RAILROAD HISTORICAL SOCIETY | 22016 SENNA HILLS DR | 22016 SENNA HILLS DR | GARDEN RIDGE | TX | 78266 | CHARITABLE | $15 |
| LIBERTY MINISTIRES | |||||||
| LIBERTY MINISTRIES | 565 MAIN STREET | 565 MAIN STREET | SCHWENKSVILLE | PA | 19473 | CHARITABLE | $100 |
| NATIONAL PARKS CONSERVATORY | |||||||
| NATIONAL PARKS CONSERVATORY | 777 6TH STREET NW 700 | 777 6TH STREET NW 700 | WASHINGTON | DC | 20001 | CHARITABLE | $100 |
| NEW BEGINNINGS CHILDREN'S HOME | |||||||
| NEW BEGINNINGS CHILDREN'S HOME | 8800 NEW BEGINNINGS ROAD | 8800 NEW BEGINNINGS ROAD | GRAVETTE | AR | 72736 | CHARITABLE | $104 |
| OAK HALL SCHOOL | |||||||
| OAK HALL SCHOOL | 1700 SW 75TH ST | 1700 SW 75TH ST | GAINESVILLE | FL | 32607 | EDUCATIONAL | $300 |
| PEGGY ADAMS ANIMAL RESCUE | |||||||
| PEGGY ADAMS ANIMAL RESCUE | 3100 N MILITARY TRAIL | 3100 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | CHARITABLE | $500 |
| PROSTATE CANCER FOUNDATION | |||||||
| PROSTATE CANCER FOUNDATION | 1250 FOURTH STREET | 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | CHARITABLE | $400 |
| RANSOM EVERGLADES SCHOOL FUND | |||||||
| RANSOM EVERGLADES SCHOOL FUND | 3575 MAIN HIGHWAY | 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | EDUCATIONAL | $500 |
| READING PUBLIC LIBRARY | |||||||
| READING PUBLIC LIBRARY | 100 SOUTH FIFTH STREET | 100 SOUTH FIFTH STREET | READING | PA | 19602 | CHARITABLE | $75 |
| 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 | $100 |
| SANTE FE COLLEGE FOUNDATION | |||||||
| SANTE FE COLLEGE FOUNDATION | 3000 NW 83 ST | 3000 NW 83 ST | GAINESVILLE | FL | 32606 | EDUCATIONAL | $500 |
| SIERRA CLUB FOUNDATION | |||||||
| SIERRA CLUB FOUNDATION | 2101 WEBSTER ST 1250 | 2101 WEBSTER ST 1250 | OAKLAND | CA | 94612 | CHARITABLE | $49 |
| SOUTH BETHLEHEM HISTORICAL SOCIETY | |||||||
| SOUTH BETHLEHEM HISTORICAL SOCIETY | PO BOX 5106 | PO BOX 5106 | BETHLEHEM | PA | 18015 | CHARITABLE | $50 |
| SOUTH EASTERN GUIDE DOGS | |||||||
| SOUTH EASTERN GUIDE DOGS | 4210 77TH STRET EAST | 4210 77TH ST EAST | PALMETTO | FL | 34221 | CHARITABLE | $500 |
| ST GEORGE'S FIRE & AMBULANCE | |||||||
| ST GEORGIE'S FIRE & AMBULANCE | 1200 SEA PINE PLAZA | 1200 SEA PINE PLAZA | ST GEORGE ISLAND | FL | 32328 | CHARITABLE | $20 |
| ST PAUL'S CATHOLIC CHURCH | |||||||
| ST PAUL'S CATHOLIC CHURCH | 151 N 9TH ST | 151 N 9TH ST | READING | PA | 19601 | CHARITABLE | $1,000 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| UNITED SERVICE ORGANIZATIONS | PO BOX 96860 | PO BOX 96860 | WASHINGTON | DC | 20077 | CHARITABLE | $100 |
| UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI | PO BOX 248027 | PO BOX 248027 | CORAL GABLES | FL | 33124 | EDUCATIONAL | $300 |
| WHITE HOUSE | |||||||
| WHITE HOUSE | 1600 PENNSYLVANIA AVE NW | 1600 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20500 | CHARITABLE | $100 |
| WHYY | |||||||
| WHYY | 150 N 6TH STREET | 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | CHARITABLE | $165 |
| WOODLANDS WILDLIFE | |||||||
| WOODLANDS WILDLIFE | 676 COUNTY ROAD 513 | 676 COUNTY ROAD 513 | PITTSTOWN | NJ | 08867 | CHARITABLE | $500 |
| WORLD WILDLIFE FUND | |||||||
| WORLD WILDLIFE FUND | PO BOX 97180 | PO BOX 97180 | WASHINGTON | DC | 20090 | CHARITABLE | $250 |
| BERNARDSVILLE PUBLIC LIBRARY | |||||||
| BERNARDSVILLE PUBLIC LIBRARY | 1 ANDERSON HILL RD | 1 ANDERSON HILL RD | BERNARDSVILLE | NJ | 07924 | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,288 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,950 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,052 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,002 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,002 | 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 | $925 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | TEMPLETON GROWTH FUND (669.045 SH) | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2020-02 | SoldDt |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Basis | $11,948 | BasisAmt |
| Total Net | $3,052 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRANKLIN GROWTH FUND | AT COST | $57,247 | $107,890 |
| FRANKLIN SMALL CAP | AT COST | $86,147 | $159,847 |
| TEMPLETON GROWTH FUND | AT COST | $161,065 | $212,497 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| DUES & SUBSCRIPTIONS | $63 |
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