THE HARRIETTE STEELMAN AND CHARLES: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE HARRIETTE STEELMAN AND CHARLES (EIN 22-2630429)
Tax period
2019-04-01 to 2020-03-31
Filed
2020-09-28
IRS object ID
202002729349100425
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)
Return2020-09-28T14:26:49-05:00ReturnTs
Tax Period End2020-03-31TaxPeriodEndDt

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 Begin2019-04-01TaxPeriodBeginDt

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
Signature2020-09-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.99.151.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-23IPDt
IP Tm14:20:24IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDF2DA4AD289B6B470EA2536D3C5C8F5D4D1FCDADAtSubmissionCreationDeviceId
At Submission Filing Device IdDA768889F4A4713054B67456FFBD7521EC299111AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,899,577FMVAssetsEOYAmt
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$237,627DividendsRevAndExpnssAmt
Dividends Net Invst Incm$237,627DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$144,944NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$347,905GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,108OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,108OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$98,791TotalRevAndExpnssAmt
Total Net Invst Incm$243,735TotalNetInvstIncmAmt
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$84,647LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$84,647LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$30,853AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,853AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,854TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,556OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$500OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$133,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$116,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$207,293ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$207,293ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$341,203TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$116,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$207,293TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$242,412ExcessRevenueOverExpensesAmt
Net Investment Income$127,735NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$189,307CashBOYAmt
Cash EOY$62,954CashEOYAmt
Cash EOYFMV$62,954CashEOYFMVAmt
Sav And Temp Cash Invst BOY$273,809SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$443,721SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$443,721SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,016,527CorporateStockBOYAmt
Corporate Stock EOY$3,804,078CorporateStockEOYAmt
Corporate Stock EOYFMV$2,122,826CorporateStockEOYFMVAmt
Corporate Bonds BOY$131,039CorporateBondsBOYAmt
Corporate Bonds EOY$1,057,517CorporateBondsEOYAmt
Corporate Bonds EOYFMV$270,076CorporateBondsEOYFMVAmt
Total Assets BOY$5,610,682TotalAssetsBOYAmt
Total Assets EOY$5,368,270TotalAssetsEOYAmt
Total Assets EOYFMV$2,899,577TotalAssetsEOYFMVAmt
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$5,610,682RetainedEarningBOYAmt
Retained Earning EOY$5,368,270RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,610,682TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,368,270TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,610,682TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,368,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,610,682TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$242,412ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,368,270SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,368,270TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO PUBLICLY TRADED SECURITIESP$65,637$84,909-$19,272-$19,272
UBS PUBLICLY TRADED SECURITIESP$34$43-$9-$9
UBS PUBLICLY TRADED SECURITIESP$10,009$10,269-$260-$260
UBS PUBLICLY TRADED SECURITIESP$23,787$25,976-$2,189-$2,189
UBS PUBLICLY TRADED SECURITIESP$110,035$680$109,355$109,355
MID PENN PUBLICLY TRADED SECURITIESP$138,403$334,862-$196,459-$196,459
STIFEL PUBLICLY TRADED SECURITIESP$36,110-$36,110-$36,110
FieldValueIRS element (for citing)
Capital Gain Net Income-$144,944CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,970,820NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.001058DistributionYr1Rt
Adjusted Qlfy Distri Yr2$121,596AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,131,853NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029429DistributionYr2Rt
Adjusted Qlfy Distri Yr3$224,627AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,092,674NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054885DistributionYr3Rt
Adjusted Qlfy Distri Yr4$184,913AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,041,744NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045751DistributionYr4Rt
Adjusted Qlfy Distri Yr5$227,351AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,554,384NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049919DistributionYr5Rt
Total Distribution0.181042TotalDistributionRt
Average Distribution0.036208AverageDistributionRt
Net Vl Noncharitable Assets$4,198,873NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$152,033AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,277NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$153,310AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$207,293QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,277InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,277SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$3,722OverpaymentAmt
Applied To ES Tax$3,722AppliedToESTaxAmt
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 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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARROLL & KARAGELIAN LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 WEST FRONT STAddressLine1Txt
CityMEDIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19063ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGAL & ACCOUNTINGServiceTypeTxt
Compensation$84,647CompensationAmt
FieldValueIRS element (for citing)
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$3,763,689AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$499,126AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,262,815TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,262,815AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,942CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,198,873NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,944MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,944MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Total Tax$1,277TotalTaxAmt
Distributable Before Adj$208,667DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$208,667DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$208,667DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$207,293ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$207,293QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,277PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$206,016AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$208,667DistributableAsAdjustedAmt
Undistributed Income PY$167,889UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$207,293QualifyingDistributionsAmt
Applied To Year1$167,889AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,404AppliedToCurrentYearAmt
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$169,263UndistributedIncomeCYAmt
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 (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGEPORT FIRE COMPANY
72 W 4TH STBRIDGEPORTPA19405NONEPUBLICCHARITABLE FOR OPERATIONAL COSTS$1,500
CROHNS & COLITIS FOUNDATION
733 THIRD AVE SUITE 510NEW YORKNY10017NONEPUBLICCHARITABLE FOR MEDICAL RESEARCH$1,000
LOWER MERION TOWNSHIP POLICE DEPT OFFICER EDWARD SETZER MEMORIAL
71 EAST LANCASTER AVEARDMOREPA19003NONEGOVCHARITABLE TO HELP POLICE$1,000
LOWER MERION TOWNSHIP POLICE PENSION ASSOC
71 LANCASTER AVEARDMOREPA19003NONEPUBLICCHARITABLE TO HELP POLICE$1,000
MONTGOMERY BAR FOUNDATION
100 WEST AIRY ST PO BOX 268NORRISTOWNPA19404NONEPUBLICCHARITABLE FOR LAW RELATED EDUCATION$1,000
MONTGOMERY COUNTY SPCA
19 EAST RIDGE PIKE PO BOX 222CONSHOHOCKENPA19428NONEPUBLICCHARITABLE FOR ANIMALS$3,445
NATIONAL BASEBALL HALL OF FAME
25 MAIN STCOOPERSTOWNNY13326NONEPUBLICCHARITABLE FOR SPORTS PRESERVATION$5,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH ST11TH FLNEW YORKNY10011NONEPUBLICCHARITABLE FOR ENVIRONMENTAL$25,000
VARIETY CHILDREN'S CHARITY
2950 POTSHOP RDWORCESTERPA19490NONEPUBLICCHARITABLE FOR CHILDREN$15,000
TAFTON FIRE COMPANY
235 PA-507HAWLEYPA18428NONEPUBLICCHARITABLE FOR EMERGENCY SERVICES$25,201
LAUREL HOUSE
PO BOX 764NORRISTOWNPA19404NONEPUBLICCHARITABLE FOR DOMESTIC VIOLENCE$10,000
PHILABUNDANCE FOOD BANK
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPUBLICCHARITABLE FOR FOOD DONATION$10,000
FEEDING AMERICA
35 EAST WACKER DR SUITE 2000CHICAGOIL60601NONEPUBLICCHARITABLE FOR FOOD DONATION$10,000
PHILADELPHIA ZOO
3400 WEST GIRARD AVEPHILADELPHIAPA19104NONEPUBLICCHARITABLE FOR ANIMALS$5,000
ELMWOOD ZOO
1661 HARDING BLVDNORRISTOWNPA19401NONEPUBLICCHARITABLE FOR ANIMALS$5,000
LA MANCHA ANIMAL RESCUE
855 DOE RUN RDCOATESVILLEPA19320NONEPUBLICCHARITABLE FOR ANIMALS$2,500
MISSION KIDS
180 W GERMANTOWN PIKE SUITE 1EAST NORRITONPA19401NONEPUBLICCHARITABLE FOR CHILDREN$5,000
THE MONTGOMERY COUNTY COVID-19 FUND
4 SENTRY PARKWAY EAST SUITE 302BLUE BELLPA19422NONEPUBLICCHARITABLE RELIEF FUND FOR COVID-19$10,000
JEFFERSON HEALTH CENTER
833 CHESTNUT STPHILADELPHIAPA19107NONEPUBLICCHARITABLE FOR MEDICAL SERVICES$10,000
ANTI-DEFAMATION LEAGUE
1500 MARKET STPHILADELPHIAPA19102NONEPUBLICCHARITABLE FOR JEWISH RELIGION$25,147
PA ENVIRONMENTAL DEFENSE FUND
PO BOX 371CAMP HILLPA17001NONEPUBLICCHARITABLE FOR ENVIRONMENT$10,000
NARBERTH AMBULANCE
101 SIBLEY AVENUEARDMOREPA19003NONEPUBLICCHARITABLE FOR EMERGENCY EQUIPMENT$1,000
MAJOR LEAGUE BASEBALL ALUMNI
1631 MESA AVENUE SUITE DCOLORADO SPRINGSCO80906NONEPUBLICCHARITABLE FOR YOUTH ATHLETES$1,500
NEGRO LEAGUES BASEBALL MUSEUM
1616 EAST 18TH STKANSAS CITYMO64108NONEPUBLICCHARITABLE FOR AFRICAN-AMERICAN ATHLETES$1,500
JEWISH WAR VETERANS
1811 R STREET NWWASHINGTONDC20009NONEPUBLICCHARITABLE FOR VETERANS$1,000
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005NONEPUBLICCHARITABLE FOR RELIGIOUS FREEDOM$500
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPUBLICCHARITABLE FOR MEDICAL CARE$1,000
PALS PET ADOPTION
PO BOX 201BROOMALLPA19008NONEPUBLICCHARITABLE FOR ANIMALS$500
MAIN LINE REFORM TEMPLE
410 MONTGOMERY AVENUEWYNNEWOODPA19096NONEPUBLICCHARITABLE FOR RELIGION$10,000
HADASSAH
40 WALL STNEW YORKNY10005NONEPUBLICCHARITABLE FOR JEWISH WOMEN$1,000
GAUDENZIA
106 WEST MAIN STNORRISTOWNPA19401NONEPUBLICCHARITABLE FOR REHAB$500
CABRINI UNIVERSITY GIRARD SCHOLAR FUND
610 KING OF PRUSSIA RDRADNORPA19087NONEPUBLICCHARITABLE FOR EDUCATION$2,000
WOMEN'S CENTER OF MONTGOMERY COUNTY
107 E MAIN STNORRISTOWNPA19401NONEPUBLICCHARITABLE FOR WOMEN DOMESTIC VIOLENCE$1,000
NURSE FAMILY PARTNERSHIP
1900 GRANT ST 4TH FLOORDENVERCO80203NONEPUBLICCHARITABLE FOR BABIES BORN INTO POVERTY$500
PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA
1608 WALNUT ST SUITE 1702PHILADELPHIAPA19103NONEPUBLICCHARITABLE FOR HISTORIC LANDMARKS$500
THE PUBLIC INTEREST LAW CENTER
1500 JFK BOULEVARD SUITE 802PHILADELPHIAPA19102NONEPUBLICCHARITABLE TO THE PUBLIC LAW SERVICES$1,000
EDUCATION LAW CENTER
1800 JFK BOULEVARD SUITE 1900-APHILADELPHIAPA19103NONEPUBLICCHARITABLE FOR EDUCATION$1,000
JUVENILE LAW CENTER
1800 JFK BOULEVARD SUITE 1900-BPHILADELPHIAPA19103NONEPUBLICCHARITABLE FOR YOUTH WELFARE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$207,293TotalGrantOrContriPdDurYrAmt
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$237,627ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,108ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$144,944ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,791ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,791TotalIncomeProducingActyAmt

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 & TAX 2 YEARSCategoryTxt
Amt$30,853Amt
Net Investment Income$30,853NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMID PENN FIXED INCOMEBondNm
EOY Book Value$1,057,517EOYBookValueAmt
EOYFMV$270,076EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO EQUITIES STOCKS$0$9
UBS EQUITIES COMMON & PREFERRED$4,143$4,097
MID PENN EQUITIES$3,799,935$2,118,720

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL & ACCTG REPORTCategoryTxt
Legal Fees$84,647LegalFeesAmt
Net Investment Income$84,647NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT & ADR FEES$500$500$0
K-1 NON DED EXP$2,056$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
UBS SABINE ROYALTY TR$3,056$3,056$3,056
UBS OTHER INCOME AMERIGAS$1,008$1,008$1,008
UBS OTHER INCOME FERRELLGAS$2,044$2,044$2,044

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFED TAX & LATE PENALTYCategoryTxt
Amt$15,854Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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