WEILER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEILER FAMILY FOUNDATION INC (EIN 23-2962255)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349101103
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T07:08:37-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7535 WINDSOR DRIVE | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181951014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232962255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEILER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIL | BusinessNameControlTxt |
| Phone | 5705957495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL WEILER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5705957495 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON C BARNES CPA | PreparerPersonNm |
| PTIN | P00583708 | PTIN |
| Phone | 6103368180 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.121.146.207 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 08:56:19 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 566833DD9FB4AE5BA65D0B5AAE9405B770F3FA10 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,321,142 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $271,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $331 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $331 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $158,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,192,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,992 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $564,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,421 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,192 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,096 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,096 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $97 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $98 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,478 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,708 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,416 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $398,113 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,588 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,070 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $122,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,910 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,132,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,164,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,001,245 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,575,556 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,493,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,701,312 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $561,990 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,315 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $116,968 | LandBOYAmt |
| Land EOY | $464,675 | LandEOYAmt |
| Land EOYFMV | $464,675 | LandEOYFMVAmt |
| Total Assets BOY | $3,966,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,277,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,321,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,966,768 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,277,305 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,966,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,277,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,966,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,277,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,966,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $398,113 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,364,881 | SubtotalAmt |
| Other Decreases | $87,576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,277,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT-TERM SALES | 2019-01-01 | 2019-12-31 | $37,045 | $31,464 | $5,581 | $5,581 | |
| LONG-TERM SALES | 2018-01-01 | 2019-12-31 | $1,152,470 | $1,027,090 | $125,380 | $125,380 | |
| CAPITAL GAINS DIVIDENDS | $3,031 | $3,031 | $3,031 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $239,249 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,261,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038207 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,319 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,125,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046415 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $304,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,964,172 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $259,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,645,545 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $366,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,271,282 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085718 | DistributionYr5Rt |
| Total Distribution | 0.287485 | TotalDistributionRt |
| Average Distribution | 0.057497 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,463,122 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $371,610 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,706 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $374,316 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,648 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,412 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,412 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,886 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,886 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $76 | EsPenaltyAmt |
| Overpayment | $8,398 | OverpaymentAmt |
| Applied To ES Tax | $5,440 | AppliedToESTaxAmt |
| Refund | $2,958 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KARL M WEILER DIRECTOR | IndividualWithBooksNm |
| Phone | 5705957495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KARL M WEILER | ||||||||
| 18 WEST SNAPPER POINT DRIVE | KEY LARGO | FL | 33037 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN WEILER | ||||||||
| 18 WEST SNAPPER POINT DRIVE | KEY LARGO | FL | 33037 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| RICHARD KWEILER | ||||||||
| 1712 TALBOT RIDGE STREET | WAKE FOREST | NC | 27587 | SECRETARY | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER WEILER | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES WEILER | ||||||||
| 409 PROSPECT AVENUE | BETHLEHEM | PA | 18018 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER O'HARA | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,304,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,561,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,561,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,463,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,412 | TotalTaxAmt |
| Distributable Before Adj | $317,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,744 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,648 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $116,648 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,135 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,731 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $245,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,648 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $201,096 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $201,096 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,125 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $44,125 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL M WEILER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| POCONO HEALTH FOUNDATION | |||||||
| 206 EAST BROWN STREET | EAST STROUDSBURG | PA | 18301 | NONE | PUBLIC | CHARITABLE | $50,000 |
| HOFSTRA UNIVERSITY | |||||||
| 101 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 115491010 | NONE | PUBLIC | CHARITABLE | $25,000 |
| EAST STROUDSBURG AREA SCHOOL DISTRICT | |||||||
| 50 VINE STREET | EAST STROUDSBURG | PA | 18301 | NONE | PUBLIC | CHARITABLE | $15,000 |
| OCEAN REEF MEDICAL CENTER FOUNDATION | |||||||
| 50 BARRACUDA LN | KEY LARGO | FL | 33037 | NONE | PUBLIC | CHARITABLE | $10,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CHARITABLE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $292,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,421 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | CHARITABLE GIVING |
| 2 | CHARITABLE GIVING |
| 3 | CHARITABLE GIVING |
| 4 | CHARITABLE GIVING |
| 5 | CHARITABLE GIVING |
| 6 | CHARITABLE GIVING |
| 7 | CHARITABLE GIVING |
| 8 | CHARITABLE GIVING |
| 9 | CHARITABLE GIVING |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KARL AND ANN WEILER | |||||||
| 1 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $69,830 | Yes (X) | |
| KARL AND ANN WEILER | |||||||
| 2 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $26,867 | Yes (X) | |
| KARL AND ANN WEILER | |||||||
| 3 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $78,303 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHARES OF ONEOK INC | $69,830 | 2019-11-01 |
| 2 | 100 SHARES OF CINTAS CORP | $26,867 | 2019-11-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $195 | Amt |
| Net Investment Income | $97 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $98 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | 2005-10-24 | $63,172 | $21,397 | SL | 39.000000000000 | $1,620 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2006-06-09 | $19,894 | $6,396 | SL | 39.000000000000 | $510 | $0 |
| PAVING OF PARKING LOT | 2006-12-14 | $45,588 | $37,850 | 150DB | 15.000000000000 | $2,691 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-10-01 | $5,669 | $1,480 | SL | 39.000000000000 | $145 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-01-22 | $65,752 | $18,476 | SL | 39.000000000000 | $1,686 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2018-11-21 | $2,500 | $8 | SL | 39.000000000000 | $64 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2019-06-30 | $359,415 | SL | 39.000000000000 | $4,992 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB - EQUITIES | StockNm |
| EOY Book Value | $2,164,780 | EOYBookValueAmt |
| EOYFMV | $5,001,245 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAGEWORTH - MUTUAL FUNDS | AT COST | $707,954 | $860,738 |
| SAGEWORTH - EXCHANGE TRADED FUNDS | AT COST | $785,986 | $840,574 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | $63,172 | $23,017 | $40,155 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $19,894 | $6,906 | $12,988 |
| PAVING OF PARKING LOT | $45,588 | $40,541 | $5,047 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $5,669 | $1,625 | $4,044 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $65,752 | $20,162 | $45,590 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $2,500 | $72 | $2,428 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $359,415 | $4,992 | $354,423 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,192 | LegalFeesAmt |
| Net Investment Income | $3,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,096 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED UNREALIZED GAINS | Desc |
| Amt | $87,576 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $65 | $0 | $65 |
| CHARLES SCHWAB INVESTMENT FEES | $61 | $61 | $0 |
| PA CHARITY REG FEE | $15 | $15 | $0 |
| REPAIRS AND MAINTENANCE | $9,046 | $0 | $9,046 |
| SAGEWORTH INVESTMENT FEES | $16,086 | $16,086 | $0 |
| SECURITY SYSTEM MONITORING | $1,530 | $0 | $1,530 |
| UTILITIES | $1,613 | $0 | $1,613 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE FORM 990 SCHEDULE B PART I FOR | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,478 | $2,478 | $0 |
| FEDERAL EXCISE TAXES PAID | $15,816 | $0 | $0 |
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