RADNOR HIGH SCHOOL SCHOLARSHIP FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RADNOR HIGH SCHOOL SCHOLARSHIP FUND (EIN 23-6422925)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-02-12
IRS object ID
202140439349301204
Schema version
2019v5.2
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)
Return2021-02-12T09:54:41-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231885983PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Joseph P Melvin Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1620 Lee Road Suite 120AddressLine1Txt
CityWayneCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236422925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Radnor High School Scholarship FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRADNBusinessNameControlTxt
Phone6103259833PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 8244AddressLine1Txt
CityRadnorCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRonald FedoraPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6103259833PhoneNum
Signature2021-02-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRyan MelvinPreparerPersonNm
PTINP01291789PTIN
Phone6106874150PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRonald FedoraPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 8244AddressLine1Txt
CityRadnorCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$859,041GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.radnorscholarshipfund.comWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1966FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTo provide financial aid to deserving graduates of Radnor High School for the furtherance of their post-high school education by means of scholarship grants.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$88,070PYContributionsGrantsAmt
CY Contributions Grants$119,038CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$71,166PYInvestmentIncomeAmt
CY Investment Income$59,377CYInvestmentIncomeAmt
PY Other Revenue$26,287PYOtherRevenueAmt
CY Other Revenue$59,205CYOtherRevenueAmt
PY Total Revenue$185,523PYTotalRevenueAmt
CY Total Revenue$237,620CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$174,737PYOtherExpensesAmt
CY Other Expenses$173,387CYOtherExpensesAmt
PY Total Expenses$174,737PYTotalExpensesAmt
CY Total Expenses$173,387CYTotalExpensesAmt
PY Revenues Less Expenses$10,786PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$64,233CYRevenuesLessExpensesAmt
Total Assets BOY$1,194,989TotalAssetsBOYAmt
Total Assets EOY$1,232,322TotalAssetsEOYAmt
Total Liabilities BOY$201,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$174,600TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$993,489NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,057,722NetAssetsOrFundBalancesEOYAmt
MissionTo provide financial aid to deserving graduates of Radnor High School for the furtherance of their post-high school education by means of scholarship grants.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$151,600ExpenseAmt
Revenue$119,038RevenueAmt
DescScholarships awardedDesc
Total Program Service Expenses$151,600TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ronald Fedora TreasurerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6103259833PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 Belpaire CourtAddressLine1Txt
CityNewtown SquareCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Arthur R Lewis
President5.00Yes (X)$0$0$0
Lou D'Amicantonio
Vice-President5.00Yes (X)$0$0$0
Pat Renehan
Secretary5.00Yes (X)$0$0$0
Ronald P Fedora
Treasurer5.00Yes (X)$0$0$0
Patty Lee
Special Events5.00Yes (X)$0$0$0
Kathy Levenick
Special Events5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$119,038AllOtherContributionsAmt
Total Contributions$119,038TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,732TotalRevenueColumnAmt
Exclusion$23,732ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$655,767SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$620,122SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$35,645SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,645TotalRevenueColumnAmt
Exclusion$35,645ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,908FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,299FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$609TotalRevenueColumnAmt
Exclusion$609ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUnrealized gains(loss)Desc
Business900001BusinessCd
Total Revenue Column$58,596TotalRevenueColumnAmt
Exclusion$58,596ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$58,596OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,620TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$118,582ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Management And General$750ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,872TotalAmt
Management And General$9,872ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,295TotalAmt
Management And General$4,295ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Scholarships$151,600$151,600
Postage/printing$6,870$6,870

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$173,387TotalAmt
Program Services$151,600ProgramServicesAmt
Management And General$21,787ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$78,144BOYAmt
EOY$117,599EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,116,845BOYAmt
EOY$1,114,723EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,194,989BOYAmt
EOY$1,232,322EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$201,500BOYAmt
EOY$174,600EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$201,500BOYAmt
EOY$174,600EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$565,486BOYAmt
EOY$611,947EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$428,003BOYAmt
EOY$445,775EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$993,489BOYAmt
EOY$1,057,722EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,194,989BOYAmt
EOY$1,232,322EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$64,233ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$185,733CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$220,171CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,070CurrentTaxYearMinus1YearAmt
Current Tax Year$119,038CurrentTaxYearAmt
Total$757,765TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,077CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,949CurrentTaxYearMinus1YearAmt
Current Tax Year$1,908CurrentTaxYearAmt
Total$181,330TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$238,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$255,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$193,263CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,019CurrentTaxYearMinus1YearAmt
Current Tax Year$120,946CurrentTaxYearAmt
Total$939,095TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$939,095PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$24,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,142CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,942CurrentTaxYearMinus1YearAmt
Current Tax Year$108,100CurrentTaxYearAmt
Total$354,971TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$24,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,142CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,942CurrentTaxYearMinus1YearAmt
Current Tax Year$108,100CurrentTaxYearAmt
Total$354,971TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$213,996CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$338,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$298,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$213,961CurrentTaxYearMinus1YearAmt
Current Tax Year$229,046CurrentTaxYearAmt
Total$1,294,066TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.72570PublicSupportCY509Pct
Public Support PY5090.77730PublicSupportPY509Pct
Investment Income CY0.27430InvestmentIncomeCYPct
Investment Income PY0.22270InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BB&T - American Balanced Fund$150,679F
Vanguard - Balanced Index$83,284F
Pennsylvania Trust - Lewis$64,173F
Pennsylvania Trust #1$380,055F
Pennsylvania Trust - Herle$240,523F
Pennsylvania Trust #2$106,421F
Vanguard - Wellesley Income$89,588F
FieldValueIRS element (for citing)
Total Book Value Securities$1,114,723TotalBookValueSecuritiesAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bForm 990 reviewed by Board at meeting prior to filing.
Form 990, Part VI, Section C, line 19Available upon request.

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