BETA

JORDAN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JORDAN FAMILY FOUNDATION (EIN 26-2600531)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-13
IRS object ID
202001349349100510
Schema version
2019v5.1
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)
Return2020-05-13T09:52:28-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115942 CONNEAUT LAKE ROADAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262600531EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJORDBusinessNameControlTxt
Phone8148384313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J WALKERPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone8148384313PhoneNum
Signature2020-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH C LEDFORDPreparerPersonNm
PTINP00020172PTIN
Phone8143361512PhoneNum
Preparation2020-05-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.167.186.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-01IPDt
IP Tm12:12:05IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id782D80F11275BBB632ED9CF5AD0BA08D7E0A80C0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$996,702FMVAssetsEOYAmt
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$28,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,002DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,926NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$309,454GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,926CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47,928TotalRevAndExpnssAmt
Total Net Invst Incm$47,928TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,072AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,036AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,036AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$387TaxesRevAndExpnssAmt
Taxes Net Invst Incm$387TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,387OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,375OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,798TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,048TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,623ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,623ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,469TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,798TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,671TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,541ExcessRevenueOverExpensesAmt
Net Investment Income$37,130NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,460CashBOYAmt
Cash EOY$6,559CashEOYAmt
Cash EOYFMV$6,559CashEOYFMVAmt
Sav And Temp Cash Invst BOY$24,635SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$24,478SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$24,478SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$873,082CorporateStockBOYAmt
Corporate Stock EOY$851,599CorporateStockEOYAmt
Corporate Stock EOYFMV$965,665CorporateStockEOYFMVAmt
Total Assets BOY$899,177TotalAssetsBOYAmt
Total Assets EOY$882,636TotalAssetsEOYAmt
Total Assets EOYFMV$996,702TotalAssetsEOYFMVAmt
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$899,177RetainedEarningBOYAmt
Retained Earning EOY$882,636RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$899,177TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$882,636TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$899,177TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$882,636TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$899,177TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,541ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$882,636SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$882,636TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$51,894$52,459-$565-$565
PUBLICLY TRADED SECURITIESP$257,560$237,069$20,491$20,491
FieldValueIRS element (for citing)
Capital Gain Net Income$19,926CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,370AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$995,980NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055593DistributionYr1Rt
Adjusted Qlfy Distri Yr2$54,126AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$997,635NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054254DistributionYr2Rt
Adjusted Qlfy Distri Yr3$49,247AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$955,252NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051554DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,791AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,016,846NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051916DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,586AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,003,346NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052411DistributionYr5Rt
Total Distribution0.265728TotalDistributionRt
Average Distribution0.053146AverageDistributionRt
Net Vl Noncharitable Assets$964,841NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,277AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$371NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,648AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,671QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$371InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$371SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$371TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$320EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$51TaxDueAmt

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 AddressNAWebsiteAddressTxt
Individual With BooksSUSAN J WALKERIndividualWithBooksNm
Phone8148384313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
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
LYNN A JORDAN-DEICHMAN
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & VICE PRESIDENT0.50$0$0$0
DEBORAH J KAPUSTA
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & SECRETARY0.50$0$0$0
SUSAN J WALKER
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR, PRESIDENT, & TRE0.50$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$951,897AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,637AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$979,534TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$979,534AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,693CashDeemedCharitableAmt
Net Vl Noncharitable Assets$964,841NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,242MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,242MinimumInvestmentReturnAmt
Tax Based On Investment Income$371TaxBasedOnInvestmentIncomeAmt
Total Tax$371TotalTaxAmt
Distributable Before Adj$47,871DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,871DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,871DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,671ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$53,671QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$371PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,871DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,133ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,334ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,822ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,044ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,167ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,500TotalExcessDistributionCyovAmt
Qualifying Distributions$53,671QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,871AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,800RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$24,300TotalCorpusAmt
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$3,133ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,167ExcessDistriCyovToNextYrAmt
Excess From Year4$2,334ExcessFromYear4Amt
Excess From Year3$1,822ExcessFromYear3Amt
Excess From Year2$5,044ExcessFromYear2Amt
Excess From Year1$6,167ExcessFromYear1Amt
Excess From Current Year$5,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJORDAN FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8148384313RecipientPhoneNum
Form And Info And MaterialsSUBMITTED USING THE JORDAN FAMILY FOUNDATION GRANT APPLICATION FORM AVAILABLE AT THE SAEGERTOWN BOROUGH OFFICE, 603 ERIE ST, SAEGERTOWN, PA. FULL PROJECT BUDGETS SHOULD BE INCLUDED WITH THE APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31ST AND SEPTEMBER 30THSubmissionDeadlinesTxt
Restrictions On AwardsPROJECT MUST ENHANCE OR OTHERWISE BENEFIT THE COMMUNITY OF SAEGERTOWN. THE ORGANIZATION MUST BE TAX EXEMPT UNDER SECTION 501(C)(3). ORGANIZATIONS NOT INDEPENDENTLY INCORPORATED AS TAX-EXEMPT MAY APPLY THROUGH A QUALIFIED INCORPORATED "CONDUIT ORGANIZATION. THE ORGANIZATION MUST NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, COLOR, RELIGION, NATIONAL ORIGIN, HANDICAP, SEXUAL ORIENTATION, MARITAL STATUS, GENDER OR GENDER IDENTITY IN ANY PROGRAM OR ACTIVITIES RECEIVING FUNDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRENCH CREEK VALLEY CHRISTIAN SCHOOL
420 NORTH STREETSAEGERTOWNPA16433PUBLIC CHARITYCOMMUNITY MOVIE NIGHT$486
LEMON BAY SUNRISE ROTARY
2710 S MCCALL ROADENGLEWOODFL34224PUBLIC CHARITY4TH OF JULY FIREWORKS$500
SAEGERTOWN AREA LIBRARY ASSOCIATION INC
325 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYBOOK TRUCK PROJECT$1,350
SAEGERTOWN AREA LIBRARY ASSOCIATION INC
325 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITY2019 CIRCULATION MATERIALS PROJECT$1,559
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433LOCAL GOVERNMENTIRON BRIDGE PARK$31,850
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433LOCAL GOVERNMENTNORTH ROUNDABOUT TREE REPLACEMENT PROJECT$5,000
SAEGERTOWN WOMEN'S IMPROVEMENT CLUB
C/O MARILYN DAVIS 17473 ST HWY 86SAEGERTOWNPA16433PUBLIC CHARITY20TH ANNUAL GOLF OUTING$100
SAEGERTOWN WOMEN'S IMPROVEMENT CLUB
C/O MARILYN DAVIS 17473 ST HWY 86SAEGERTOWNPA16433PUBLIC CHARITY2019 USA FLAG AND POLE REPLACEMENT$2,945
SAEGERTOWN VOLUNTEER FIRE DEPARTMENT
601 ERIE STREETSAEGERTOWNPA16433PUBLIC CHARITY2019 PLYMOVENT EXHAUST SYSTEM IMPROVEMENT PROJECT$8,833
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,623TotalGrantOrContriPdDurYrAmt
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$28,002ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,926ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,928ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,928TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$2,072Amt
Net Investment Income$1,036NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,036DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING UNDISTRIBUTED INCOME FROM:TAX YEAR 2008: $18,361TAX YEAR 2009: $ 4,586TAX YEAR 2011: $ 2,431ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$415,213$461,017
PNC INVESTMENTS$436,386$504,648

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$12$0$12
INVESTMENT MANAGEMENT FEES$9,375$9,375$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$387Amt
Net Investment Income$387NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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