THE HARRIETTE STEELMAN AND CHARLES: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE HARRIETTE STEELMAN AND CHARLES (EIN 22-2630429)
Tax period
2020-04-01 to 2021-03-31
Filed
2021-07-23
IRS object ID
202122049349100402
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-23T07:47:36-05:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN210650289PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KLATZKIN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11670 WHITEHORSE HAM SQ RDAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP086903513ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222630429EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HARRIETTE STEELMAN AND CHARLES LBusinessNameLine1Txt
Business Name Line2TABAS FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone6106679924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO MID PENN BANK 1504 RTE 61 SOUTHAddressLine1Txt
CityPOTTSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMID PENN BANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6106679924PhoneNum
Signature2021-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMIDPersonFirstNm
Person LastPENN BANKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA WEBER CPAPreparerPersonNm
PTINP00123820PTIN
Phone6098909189PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,088,084FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$175,281DividendsRevAndExpnssAmt
Dividends Net Invst Incm$175,281DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,169,259NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,050,256GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,817OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,817OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$992,161TotalRevAndExpnssAmt
Total Net Invst Incm$177,098TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,973LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,973LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,842TaxesRevAndExpnssAmt
Taxes Net Invst Incm$297TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,569OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,569OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,384TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,839TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$169,263ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$169,263ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$210,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,839TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$169,263TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,202,808ExcessRevenueOverExpensesAmt
Net Investment Income$138,259NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,954CashBOYAmt
Cash EOY$6,180CashEOYAmt
Cash EOYFMV$6,180CashEOYFMVAmt
Sav And Temp Cash Invst BOY$443,721SavAndTempCashInvstBOYAmt
Corporate Stock BOY$3,804,078CorporateStockBOYAmt
Corporate Stock EOY$2,735,224CorporateStockEOYAmt
Corporate Stock EOYFMV$2,829,078CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,057,517CorporateBondsBOYAmt
Corporate Bonds EOY$1,424,058CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,252,826CorporateBondsEOYFMVAmt
Total Assets BOY$5,368,270TotalAssetsBOYAmt
Total Assets EOY$4,165,462TotalAssetsEOYAmt
Total Assets EOYFMV$4,088,084TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,368,270RetainedEarningBOYAmt
Retained Earning EOY$4,165,462RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,368,270TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,165,462TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,368,270TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,165,462TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,368,270TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,202,808ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,165,462SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,165,462TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MID PENN PUBLICLY TRADED SECURITESP$14,061$36,796-$22,735-$22,735
MID PENN PUBLICLY TRADED SECURITESP$890,036$1,503,440-$613,404-$613,404
MID PENN PUBLICLY TRADED SECURITESP$134,657$679,279-$544,622-$544,622
CAPITAL GAINS DIVIDENDSP$11,502$11,502$11,502
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,169,259CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,922InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,922SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,922TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10TotalPaymentsAndCreditsAmt
Es Penalty$29EsPenaltyAmt
Tax Due$1,941TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MID PENN BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8666427736PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11504 RTE 61 SOUTHAddressLine1Txt
CityPOTTSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARDS TABAS
737 MONTGOMERY AVENARBERTHPA19072TRUSTEE LIMITED1.00$0$0$0
NANCY T FLEMING
524 MAIN ST 103HONESDALEPA18431TRUSTEE LIMITED1.00$0$0$0
MID PENN BANK
1504 RT 61 SOUTHPOTTSVILLEPA17901TRUSTEE 1/27/202.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,320,232AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$335,135AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,655,367TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,655,367AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,831CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,600,536NetVlNoncharitableAssetsAmt
Minimum Investment Return$180,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$180,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,922TaxBasedOnInvestmentIncomeAmt
Total Tax$1,922TotalTaxAmt
Distributable Before Adj$178,105DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$178,105DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$178,105DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$169,263ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$169,263QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$169,263AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,105DistributableAsAdjustedAmt
Undistributed Income PY$169,263UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$169,263QualifyingDistributionsAmt
Applied To Year1$169,263AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$178,105UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMID PENN BANKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11504 RT 61 SOUTHAddressLine1Txt
CityPOTTSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8666427736RecipientPhoneNum
Form And Info And MaterialsAPPLICATION BY LETTER- NO FORMAL REQUESTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsREQUEST MUST BE MADE BY A CHARITY THAT QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005NONEPUBLICCHARITABLE FOR RELIGIOUS FREEDOM$500
ANTI-DEFAMATION LEAGUE
1500 MARKET STPHILADELPHIAPA19102NONEPUBLICCHARITABLE FOR JEWISH RELIGION$10,632
BRIDGEPORT FIRE COMPANY
72 W 4TH STBRIDGEPORTPA19405NONEPUBLICCHARITABLE FOR OPERATIONAL COSTS$1,500
CROHNS & COLITIS FOUNDATION
733 THIRD AVE SUITE 510NEW YORKNY10017NONEPUBLICCHARITABLE FOR MEDICAL RESEARCH$500
EDUCATION LAW CENTER
1800 JFK BOULEVARD SUITE 1900-APHILADELPHIAPA19103NONEPUBLICCHARITABLE FOR EDUCATION$1,000
ELMWOOD ZOO
1661 HARDING BLVDNORRISTOWNPA19401NONEPUBLICCHARITABLE FOR ANIMALS$14,500
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20077NONEPUBLICCHARITABLE FOR FOOD PANTRY$10,000
GAUDENZIA
106 WEST MAIN STNORRISTOWNPA19401NONEPUBLICCHARITABLE FOR REHAB$1,000
HADASSAH
40 WALL STNEW YORKNY10005NONEPUBLICCHARITABLE FOR JEWISH WOMEN$1,000
JEFFERSON HEALTH CENTER
833 CHESTNUT STPHILADELPHIAPA19107NONEPUBLICCHARITABLE FOR MEDICAL SERVICES$10,000
JEWISH WAR VETERANS
1811 R STREET NWWASHINGTONDC20009NONEPUBLICCHARITABLE FOR VETERANS$500
JUVENILE LAW CENTER
1800 JFK BOULEVARD SUITE 1900-BPHILADELPHIAPA19103NONEPUBLICCHARITABLE FOR YOUTH WELFARE$1,000
LA MANCHA ANIMAL RESCUE
855 DOE RUN RDCOATESVILLEPA19320NONEPUBLICCHARITABLE FOR ANIMALS$2,500
LOWER MERION TOWNSHIP POLICE DEPT OFFICER EDWARD SETZER MEMORIAL
71 EAST LANCASTER AVEARDMOREPA19003NONEPUBLICCHARITABLE TO HELP POLICE$500
LOWER MERION TOWNSHIP POLICE PENSION ASSOC
71 LANCASTER AVEARDMOREPA19003NONEPUBLICCHARITABLE TO HELP COMMUNITY POLICE$500
MAIN LINE REFORM TEMPLE
410 MONTGOMERY AVENUEWYNNEWOODPA19096NONEPUBLICCHARITABLE FOR RELIGION$10,000
MAJOR LEAGUE BASEBALL ALUMNI
1631 MESA AVENUE SUITE DCOLORADO SPRINGSCO80906NONEPUBLICCHARITABLE FOR YOUTH ATHLETES$1,500
NARBERTH AMBULANCE
101 SIBLEY AVENUEARDMOREPA19003NONEPUBLICCHARITABLE FOR EMERGENCY EQUIPMENT$1,000
NATIONAL BASEBALL HALL OF FAME
25 MAIN STCOOPERSTOWNNY13326NONEPUBLICCHARITABLE FOR SPORTS PRESERVATION$5,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH ST11TH FLNEW YORKNY10011NONEPUBLICCHARITABLE FOR ENVIRONMENT$15,000
NEGRO LEAGUES BASEBALL MUSEUM
1616 EAST 18TH STKANSAS CITYMO64108NONEPUBLICCHARITABLE FOR AFRICAN-AMERICAN ATHLETES$1,500
PA ENVIRONMENTAL DEFENSE FUND
PO BOX 371CAMP HILLPA17001NONEPUBLICCHARITABLE FOR ENVIRONMENT$5,000
PHILABUNDANCE FOOD BANK
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPUBLICCHARITABLE FOR FOOD PANTRY$14,500
PHILADELPHIA ZOO
3400 WEST GIRARD AVEPHILADELPHIAPA19104NONEPUBLICCHARITABLE FOR ANIMALS$7,500
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEPUBLICCHARITABLE FOR RACIAL & SOCIAL INJUSTICE$2,500
THE PUBLIC INTEREST LAW CENTER
1500 JFK BOULEVARD SUITE 802PHILADELPHIAPA19102NONEPUBLICCHARITABLE TO THE PUBLIC LAW SERVICES$1,000
VARIETY CHILDREN'S CHARITY
2950 POTSHOP RDWORCESTERPA19490NONEPUBLICCHARITABLE FOR MEDICAL RESEARCH$10,000
WOMEN'S CENTER OF MONTGOMERY COUNTY
107 E MAIN STNORRISTOWNPA19401NONEPUBLICCHARITABLE FOR WOMEN DOMESTIC VIOLENCE$1,000
DAILY BREAD COMMUNITY FOOD PANTRY
3938 RIDGE PIKECOLLEGEVILLEPA19426NONEPUBLICCHARITABLE FOR FOOD PANTRY$1,500
CONCERNED CITIZENS FOR DEMOCRACY CO BRIAN GORDON
1 BELMONT AVEBALA CYNWYDPA19004NONEPUBLICCHARITABLE TO END GERRYMANDERING$2,500
BEAU BIDEN FOUNDATION FOR THE PROTECTION OF CHILDREN
4601 CONCORD PIKE PO BOX 7819WILMINGTONDE19803NONEPUBLICCHARITABLE TO PREVENT CHILD ABUSE$6,000
BOROUGH OF BRIDGEPORT
63 WEST 4TH STREETBRIDGEPORTPA19405NONEPUBLICCHARITABLE TO HOLIDAY TOY DRIVE$2,000
MONTCO ANTI-HUNGER NETWORK
724 NORTH ADAMS STREETSUITE 203POTTSTOWNPA19464NONEPUBLICCHARITABLE FOR FOOD PANTRY$2,000
CHOSEN 300 MINISTRIES INC
PO BOX 95ARDMOREPA19003NONEPUBLICCHARITABLE TO MINISTRY$2,000
NARBETH COMMUNITY FOOD BANK
201 SABINA AVENUE 2ND FLOORNARBETHPA19072NONEPUBLICCHARITABLE TO FOOD PANTRY$2,000
PENN ST DICKINSON LAW STEELE FAMILY LDP PROGRAM IN GENDER AND RACIAL EQUITY
150 S COLLEGE STREETCARLISLEPA17013NONEPUBLICCHARITABLE TO EDUCATION$1,000
THE DELAWARE RIVERKEEPER NETWORK
925 CANAL STREET 7TH FL STE 3701BRISTOLPA19007NONEPUBLICCHARITABLE TO ENVIRONMENT$5,000
TEMPLE SHOLOM
10828 KENWOOD RDBULE ASHOH45242NONEPUBLICCHARITABLE TO RELIGION$500
DAVID SUZUKI FOUNDATION USA
1220 MONTGOMERY ST 235SAN FRANCISCOCA94133NONEPUBLICCHARITABLE TO ENVIRONMENT$500
ASPCA
424 E 92 STNEW YORKNY10128NONEPUBLICCHARITABLE TO ANIMALS$7,500
REIKICATS HAVEN
661 RIDGE ROADSHOEMAKERSVILLEPA19555NONEPUBLICCHARITABLE TO ANIMAL SHELTER$5,631
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$169,263TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$175,281ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$1,817ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,169,259ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$992,161ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$992,161TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAXCategoryTxt
Amt$15,000Amt
Net Investment Income$15,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMID PENN FIXED INCOMEBondNm
EOY Book Value$1,424,058EOYBookValueAmt
EOYFMV$1,252,826EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMID PENN EQUITIESStockNm
EOY Book Value$2,735,224EOYBookValueAmt
EOYFMV$2,829,078EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$6,973LegalFeesAmt
Net Investment Income$6,973NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT & ADR FEESDesc
Revenue And Expenses Per Books$16,569RevenueAndExpensesPerBooksAmt
Net Investment Income$16,569NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUBS SABINE ROYALTY TRDesc
Revenue And Expenses Per Books$1,817RevenueAndExpensesPerBooksAmt
Net Investment Income$1,817NetInvestmentIncomeAmt
Adjusted Net Income$1,817AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$1,323$0$0
FOREIGN TAX$297$297$0
PENALTIES$1,222$0$0

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