LANG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LANG FAMILY FOUNDATION (EIN 46-3945957)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-14
- IRS object ID
- 202041359349101024
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T11:52:01-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mcgill Power Bell & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 W 8th Street | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165054935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463945957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lang Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANG | BusinessNameControlTxt |
| Phone | 8147247710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20619 Brown Rd | AddressLine1Txt |
| City | Saegertown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16433 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Thomas Lang | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8147247710 | PhoneNum |
| Signature | 2020-01-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey E Beach | PreparerPersonNm |
| PTIN | P00354019 | PTIN |
| Phone | 8144536591 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.211.224.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-08 | IPDt |
| IP Tm | 06:57:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 74750D275190504A46D7637CB2BEFC21AFCEE5AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74750D275190504A46D7637CB2BEFC21AFCEE5AB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,007,211 | 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 | $8,286,657 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $125,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,617,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,031 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,446,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,254 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $14,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,594 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,275,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,593 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,461 | CashBOYAmt |
| Cash EOY | $728,635 | CashEOYAmt |
| Cash EOYFMV | $728,635 | CashEOYFMVAmt |
| Corporate Stock BOY | $47,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,036,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,212,113 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,641,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,066,463 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,406,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,007,211 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $79,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,406,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,406,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,406,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,275,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,658 | OtherIncreasesAmt |
| Subtotal | $8,406,685 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,406,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Long Term Capital Gain | 2018-06-30 | 2019-06-30 | $4,613,066 | $4,582,192 | $30,874 | $30,874 |
| Gain from Expired Options | 2017-06-30 | 2019-01-24 | $4,157 | $4,157 | $4,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,031 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $155,731 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $153,691 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.013273 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,616 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $128,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.300874 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,000 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 1.314147 | TotalDistributionRt |
| Average Distribution | 0.438049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,654,052 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,038,703 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,040,159 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,912 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,912 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $119 | EsPenaltyAmt |
| Tax Due | $3,031 | TaxDueAmt |
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 | G Thomas Lang | IndividualWithBooksNm |
| Phone | 8147247710 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 358 West Riverside Drive | AddressLine1Txt |
| City | Tequesta | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| G Thomas Lang | ||||||||
| 20169 Brown Road | Saegertown | PA | 16433 | President/Secretary/Treasurer | 1.00 | $0 | $0 | $0 |
| Patricia P Lang | ||||||||
| 20169 Brown Road | Saegertown | PA | 16433 | Vice President | 1.00 | $0 | $0 | $0 |
| Sean P Lang | ||||||||
| 20169 Brown Road | Saegertown | PA | 16433 | Assistant Secretary | 1.00 | $0 | $0 | $0 |
| Brice E Lang | ||||||||
| 20169 Brown Road | Saegertown | PA | 16433 | Assistant Treasurer | 1.00 | $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 |
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 | $4,246,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $478,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,724,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,724,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,654,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,912 | TotalTaxAmt |
| Distributable Before Adj | $229,791 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,791 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,791 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,791 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $56,710 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,247 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $237,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $73,291 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,291 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $163,768 | 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 | $163,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $15,666 | ExcessFromYear2Amt |
| Excess From Year1 | $148,102 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Adopt-A-Family of the Palm Beaches | ||||||
| 1712 2nd Ave N | Lake Worth | FL | 33460 | PC | General Fund | $25,000 |
| MEADVILLE PUBLIC LIBRARY | ||||||
| 848 N MAIN ST | Meadville | PA | 16335 | PC | General Fund | $1,000 |
| THE ACADEMY THEATRE | ||||||
| 275 CHESTNUT STREET | Meadville | PA | 16335 | PC | General Fund | $3,000 |
| SAEGERTOWN VOLUNTEER FIRE DEPARTMENT | ||||||
| 601 Erie St | Saegertown | PA | 16433 | PC | General Fund | $27,500 |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | ||||||
| 800 NORTHPOINT PKWY 204 | West Palm Beach | FL | 33407 | PC | General Fund | $10,000 |
| CARP INC | ||||||
| 1626 Old Okeechobee Rd | West Palm Beach | FL | 33401 | PC | General Fund | $25,000 |
| Kravis Center | ||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | PC | General Fund | $5,000 |
| FRENCH CREEK VALLEY CONSERVANCY | ||||||
| 297 1/2 CHESTNUT STREET | Meadville | PA | 16335 | PC | General Fund | $5,000 |
| SAEGERTOWN HIGH SCHOOL | ||||||
| 18079 MOOK ROAD | Saegertown | PA | 16433 | PC | General Fund | $5,000 |
| NORTON CANCER INSTITUTE | ||||||
| 4950 NORTON HEALTHCARE BLVD STE 300 | Louisville | KY | 40241 | PC | General Fund | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $35,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,254 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | G Thomas Lang | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 358 West Riverside Drive | AddressLine1Txt |
| City | Tequesta | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,286,657 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (50 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,612 shares of AT&T Inc. | $194,255 | 2018-12-04 |
| 1 | 9,026.754 shares of Blackrock BD FD Inc. | $100,287 | 2018-12-04 |
| 1 | 2,150 shares of WR Berkley Corp | $50,095 | 2018-12-04 |
| 1 | 12,743.186 shares of Blackrock FDS V | $122,589 | 2018-12-04 |
| 1 | 10,000 shares of Compass Diversified Holdings | $153,500 | 2018-12-04 |
| 1 | 30,000 shares of Chesapeake Energy Corp | $92,700 | 2018-12-04 |
| 1 | 2,460 shares of Ebay Inc | $62,115 | 2018-12-04 |
| 1 | 7,000 shares of FNB Corporation | $85,120 | 2018-12-04 |
| 1 | 2,000 shares of General mills Inc | $83,000 | 2018-12-04 |
| 1 | 1,600 shares of Ishares Morningstar Small Cap | $305,648 | 2018-12-04 |
| 1 | 805 shares of KeyCorp New | $14,844 | 2018-12-04 |
| 1 | 2,460 shares of Southern Company | $62,066 | 2018-12-04 |
| 1 | 2,480 shares of Wells Fargo & Company | $60,016 | 2018-12-04 |
| 1 | 75,000 shares of Philiadelphia PA Auth For Indl | $71,840 | 2018-12-04 |
| 1 | 200,000 shares of Berkshire Hathaway Fin Corp | $204,120 | 2018-12-04 |
| 1 | 75,000 shares of Bank Amer Corp | $76,341 | 2018-12-04 |
| 1 | 100 shares of Lyondellbasell Industries N.V. | $8,219 | 2018-12-18 |
| 1 | 300 shares of Abbvie Inc. | $25,479 | 2018-12-18 |
| 1 | 100 shares of Alphabet Inc | $102,565 | 2018-12-18 |
| 1 | 400 shares of Amgen Inc | $76,032 | 2018-12-18 |
| 1 | 100 shares of Apple Inc | $16,394 | 2018-12-18 |
| 1 | 500 shares of BB&T Corp | $22,575 | 2018-12-18 |
| 1 | 100 shares of Boeing Co | $31,613 | 2018-12-18 |
| 1 | 200 shares of Broadcom Inc | $50,826 | 2018-12-18 |
| 1 | 600 shares of Carnival Corp | $33,804 | 2018-12-18 |
| 1 | 300 shares of Chervon Corporation | $33,735 | 2018-12-18 |
| 1 | 1,400 shares of Cisco Systems Inc | $61,880 | 2018-12-18 |
| 1 | 310,000 shares of Credit Suisse Global Equity Note | $267,933 | 2018-12-18 |
| 1 | 500 shares of DowDupont Inc | $25,840 | 2018-12-18 |
| 1 | 200 shares of General Dynamics Corp | $32,690 | 2018-12-18 |
| 1 | 200 shares of Home Depot Inc | $33,594 | 2018-12-18 |
| 1 | 600 shares of JPMorgan Chase & Co | $59,406 | 2018-12-18 |
| 1 | 200 shares of Kimberly-Clark Corp | $22,836 | 2018-12-18 |
| 1 | 500 Shares of Khold Corp | $30,460 | 2018-12-18 |
| 1 | 100 shares of Lockheed Martin Corp | $27,923 | 2018-12-18 |
| 1 | 400 shares of Merck & Co Inc | $30,092 | 2018-12-18 |
| 1 | 600 Shares of Microsoft Corp | $61,734 | 2018-12-18 |
| 1 | 900 Shares of Morgan Stanley | $35,640 | 2018-12-18 |
| 1 | 200 Shares of Occidental Petroleum Corp | $12,822 | 2018-12-18 |
| 1 | 300 shares of Pfizer Inc | $12,933 | 2018-12-18 |
| 1 | 600 shares of Principal Financial Group | $26,262 | 2018-12-18 |
| 1 | 300 shares of Raytheon Company | $49,782 | 2018-12-18 |
| 1 | 100 shares of S&P Global Inc | $16,629 | 2018-12-18 |
| 1 | 600 shares of Texas Instruments Inc | $55,152 | 2018-12-18 |
| 1 | 500 shares of Total SA | $27,000 | 2018-12-18 |
| 1 | 400 shares of Tyson Foods Inc | $21,388 | 2018-12-18 |
| 1 | 400 shares of Verizon Communication Inc | $22,380 | 2018-12-18 |
| 1 | 500 shares of Wells Fargo & Company | $23,305 | 2018-12-18 |
| 1 | 200 shares of Wyndham Destinations Inc | $7,434 | 2018-12-18 |
| 1 | 200 shares of Wyndham Hotels & Resorts | $9,450 | 2018-12-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US Equities | StockNm |
| EOY Book Value | $2,036,973 | EOYBookValueAmt |
| EOYFMV | $2,212,113 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| International Equities | FMV | $379,314 | $410,926 |
| Fixed Income | FMV | $2,169,114 | $2,259,781 |
| Other Equities | FMV | $2,942,849 | $3,204,656 |
| Other Investments | FMV | $149,800 | $191,100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain - Contributed Securities | Desc |
| Amt | $51,658 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Investment Fees | CategoryTxt |
| Amt | $14,594 | Amt |
| Net Investment Income | $14,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Thomas Lang | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 358 West Riverside Drive | AddressLine1Txt |
| City | Tequesta | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $67 | Amt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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