ITLL DO FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ITLL DO FOUNDATION (EIN 22-6760071)
Tax period
2018-09-01 to 2019-08-31
Filed
2020-01-30
IRS object ID
202030309349100203
Schema version
2018v3.1
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)
Return2020-01-30T14:26:31-06:00ReturnTs
Tax Period End2019-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232174309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M GILL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1838 SHOEMAKER AVENUEAddressLine1Txt
CityW WYOMINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18644ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226760071EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IT'LL DO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlITLLBusinessNameControlTxt
Phone5706932460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1838 SHOEMAKER AVEAddressLine1Txt
CityWEST WYOMINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18644ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARJORIE MARQUARTPersonNm
Person TitleADVISORPersonTitleTxt
Phone5706932460PhoneNum
Signature2020-01-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN GILLPreparerPersonNm
PTINP01247548PTIN
Phone5706932460PhoneNum
Preparation2020-01-17PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,306,622FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$163,351ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,917InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,917InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8,917InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$33,803DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,803DividendsNetInvstIncmAmt
Dividends Adj Net Incm$33,803DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$101,373NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,917,234GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,373CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$307,444TotalRevAndExpnssAmt
Total Net Invst Incm$144,093TotalNetInvstIncmAmt
Total Adj Net Incm$42,720TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,836OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,836OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,836OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,031TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,031TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$4,031TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,167TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,067TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,967TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,167TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,067TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$88,967TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$217,277ExcessRevenueOverExpensesAmt
Net Investment Income$130,026NetInvestmentIncomeAmt
Adjusted Net Income$42,720AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,028,052CashBOYAmt
Cash EOY$103,017CashEOYAmt
Cash EOYFMV$103,017CashEOYFMVAmt
Corporate Bonds BOY$23,500CorporateBondsBOYAmt
Corporate Bonds EOY$303,777CorporateBondsEOYAmt
Corporate Bonds EOYFMV$303,777CorporateBondsEOYFMVAmt
Other Investments BOY$822,426OtherInvestmentsBOYAmt
Other Investments EOY$1,897,328OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,897,328OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$2,500OtherAssetsEOYAmt
Other Assets EOYFMV$2,500OtherAssetsEOYFMVAmt
Total Assets BOY$1,873,978TotalAssetsBOYAmt
Total Assets EOY$2,306,622TotalAssetsEOYAmt
Total Assets EOYFMV$2,306,622TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,873,978RetainedEarningBOYAmt
Retained Earning EOY$2,306,622RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,873,978TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,306,622TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,873,978TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,306,622TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,873,978TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$217,277ExcessRevenueOverExpensesAmt
Other Increases$215,367OtherIncreasesAmt
Subtotal$2,306,622SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,306,622TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BESSEMER TRUST STOCK SALESP2017-01-012019-08-01$350,806$328,498$22,308$22,308
BESSEMER TRUST STOCK SALESP2019-01-012019-08-01$2,800,139$2,833,126-$32,987-$32,987
BESSEMER TRUST STOCK SALESP2017-01-012019-08-01$414,674$355,918$58,756$58,756
BESSEMER TRUST STOCK SALESP2019-01-012019-08-01$293,710$298,319-$4,609-$4,609
CAPITAL GAINS DIVIDENDSP$57,905$57,905$57,905
FieldValueIRS element (for citing)
Capital Gain Net Income$101,373CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$37,596NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$63,678AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,285,264NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049545DistributionYr1Rt
Adjusted Qlfy Distri Yr2$69,622AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,182,098NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058897DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,438AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,177,818NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052163DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,410AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,268,712NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056285DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,368,993NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045800DistributionYr5Rt
Total Distribution0.262690TotalDistributionRt
Average Distribution0.052538AverageDistributionRt
Net Vl Noncharitable Assets$1,524,780NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$80,109AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,300NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,409AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$88,967QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,300InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,300SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,300TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,200OverpaymentAmt
Applied To ES Tax$1,200AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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 Line1THOMAS M GILL AND COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5706932460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1838 SHOEMAKER AVEAddressLine1Txt
CityWEST WYOMINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18644ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARJORIE MARQUART
239 OLD RIVER RDWILKES BARREPA18701ADVISOR1.00$0$0$0
SCOTT MARTZ HENRY
239 OLD RIVER RDWILKES BARREPA18701ADVISOR1.00$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$1,548,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,548,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,548,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,220CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,524,780NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,239MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,239MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,300TaxBasedOnInvestmentIncomeAmt
Total Tax$1,300TotalTaxAmt
Distributable Before Adj$74,939DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$74,939DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$74,939DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,967ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,967QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,300PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$87,667AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,939DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$4,411ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,411TotalExcessDistributionCyovAmt
Qualifying Distributions$88,967QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$74,939AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,028RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,439TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,439ExcessDistriCyovToNextYrAmt
Excess From Year1$4,411ExcessFromYear1Amt
Excess From Current Year$14,028ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARJORIE MARQUARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP DOST
PO BOX 300DANVILLEPA17821NONEPUBLICGENERAL PURPOSE$2,500
MARTZ AMERICAN CANCER SOCIETY GOLF TOURNAMENT
239 OLD RIVER RDWILKES BARREPA18702RELATEDPUBLICGENERAL PURPOSE$15,000
SALVATION ARMY
17 S PA AVENUEWILKES BARREPA18701NONEPUBLICGENERAL$2,500
CATHERINE MCAULEY HOUSE
121 CHURCH STPLYMOUTHPA18651NONEPUBLICGENERAL$5,000
THE WOMEN WITH CHILDREN PROGRAM COLLEGE MISERCORDIA
301 LAKE STDALLASPA18612NONEPUBLICGENERAL$5,000
ULMAN CANCER FUND FOR YOUNG ADULTS
1215 EAST FORT AVEBALTIMOREMD21230NONEPUBLICGENERAL$10,000
WILKES BARRE YMCA
10 ROUSHEY STWILKES BARREPA18701NONEPUBLICGENERAL$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,917ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,803ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,905ExclusionAmt
Related Or Exempt Function Incm$43,468RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$100,625ExclusionAmt
Related Or Exempt Function Incm$43,468RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,093TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS
4INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS
8INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARJORIE MARQUARTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1239 OLD RIVER RDAddressLine1Txt
CityWILKES BARRECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18701ZIPCd
FieldValueIRS element (for citing)
Total Contributions$163,351TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFIDUCIARY FEESCategoryTxt
Amt$2,300Amt
Net Investment Income$1,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBESSEMER TRUST FUNDSBondNm
EOY Book Value$303,777EOYBookValueAmt
EOYFMV$303,777EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBESSEMER TRUST FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,897,328BookValueAmt
EOYFMV$1,897,328EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,500EOYBookValueAmt
EOYFMV$2,500EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS AND APPRECIATIONDesc
Amt$215,367Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$8,836Amt
Net Investment Income$8,836NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,836DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$35$35$0$35
EXCISE TAXES FYE 8/31/18$3,996$3,996$0$3,996

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