PFUNDT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PFUNDT FOUNDATION (EIN 23-6442007)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2020-11-13
- IRS object ID
- 202043189349103049
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T16:18:37-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810990886 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAJNY & KIESEL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 WYOMING BLVD NE - SUITE 260 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236442007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFUNDT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PFUN | BusinessNameControlTxt |
| Phone | 2156300595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 BROWNSVILLE ROAD | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM N PFUNDT | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 2156300595 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J HAJNY CPA | PreparerPersonNm |
| PTIN | P00311296 | PTIN |
| Phone | 5055037395 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.240.14.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 16:18:32 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F30BAF555BB8F2188163FC4F1B1946B37A1D39E2 | 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 | $4,714,899 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,902 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,902 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,385 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $620,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,605 | 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 |
| Accounting Fees Rev And Expnss | $2,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,638 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $395,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,539 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $278,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $502,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $502,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,090,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,057,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,177,154 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $798,763 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,004,148 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,028,058 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,365 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,113 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,113 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,176,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,571,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,714,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $119,065 | CapitalStockBOYAmt |
| Capital Stock EOY | $119,065 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,057,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,452,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,176,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,571,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,176,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,571,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,176,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $395,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,571,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,571,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALPHABET - 109 SHARES | 2015-01-26 | 2019-11-07 | $143,300 | $58,339 | $84,961 | $84,961 |
| JPMORGAN - BONDS | 2018-11-28 | 2019-12-23 | $100,000 | $98,882 | $1,118 | $1,118 |
| UNITED TECHNOLOGIES - BONDS | 2018-07-20 | 2020-03-04 | $104,522 | $99,129 | $5,393 | $5,393 |
| ORACLE - 755 SHARES | 2017-10-05 | 2020-03-23 | $34,332 | $36,860 | -$2,528 | -$2,528 |
| ORACLE - 1675 SHARES | 2015-12-23 | 2020-03-23 | $76,168 | $61,924 | $14,244 | $14,244 |
| OTIS - .115 SHARES | 2012-08-21 | 2020-04-07 | $5 | $5 | $0 | $0 |
| OTIS - .385 SHARES | 2012-07-16 | 2020-04-07 | $17 | $15 | $2 | $2 |
| CARRIER GLOBAL - 220 SHARES | 2012-08-21 | 2020-04-09 | $3,221 | $3,286 | -$65 | -$65 |
| CARRIER GLOBAL - 735 SHARES | 2012-07-16 | 2020-04-09 | $10,760 | $10,021 | $739 | $739 |
| OTIS - 109.885 SHARES | 2012-08-21 | 2020-04-09 | $4,941 | $4,590 | $351 | $351 |
| OTIS - 367.115 SHARES | 2012-07-16 | 2020-04-09 | $16,508 | $13,999 | $2,509 | $2,509 |
| MARATHON PET. - 600 SHARES | 2012-05-02 | 2020-04-28 | $16,469 | $12,457 | $4,012 | $4,012 |
| MARATHON PET. - 640 SHARES | 2012-01-06 | 2020-04-28 | $17,567 | $10,072 | $7,495 | $7,495 |
| MARATHON PET. - 20 SHARES | 2011-07-14 | 2020-04-28 | $549 | $395 | $154 | $154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,385 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $189,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,094,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046274 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $191,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,076,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047027 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,217 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,805,612 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,278,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054920 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $159,621 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,313,835 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048168 | DistributionYr5Rt |
| Total Distribution | 0.240329 | TotalDistributionRt |
| Average Distribution | 0.048066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,446,681 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $213,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,890 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $215,624 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,501 | OverpaymentAmt |
| Applied To ES Tax | $2,501 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | 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 | FOUNDATION MANAGER | IndividualWithBooksNm |
| Phone | 2156503007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 BROWNSVILLE ROAD | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| G NELSON PFUNDT | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | MANAGER | 2.00 | $0 | $0 | $0 |
| LAUREN P MEYER | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILLIAM N PFUNDT | |||||||||
| C/O FOUNDATION 1722 BROWNSVILLE | ROAD | TREVOSE | PA | 19053 | DIRECTOR | 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 | $4,303,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,514,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,514,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,446,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,779 | TotalTaxAmt |
| Distributable Before Adj | $218,555 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,457 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,457 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $103,112 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | G NELSON PFUNDT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAUREN P MEYER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOUNDATION 1722 BROWNSVILLE | AddressLine1Txt |
| Address Line2 | ROAD | AddressLine2Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156300595 | RecipientPhoneNum |
| Form And Info And Materials | ANY WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A WOMAN'S PLACE | ||||||
| PO BOX 299 | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $1,000 |
| ALS ASSOCIATION OF GREATER PHILADELPHIA | ||||||
| 321 NORRISTOWN RD 260 | AMBLER | PA | 19002 | PUB. CHARITY | CHARITABLE | $500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUB. CHARITY | CHARITABLE | $1,000 |
| ANCHOR HOUSE | ||||||
| 482 CENTRE ST | TRENTON | NJ | 08611 | PUB. CHARITY | CHARITABLE | $200 |
| BRYN MAWR PRESBYTERIAN CHURCH | ||||||
| 625 MONTGOMERY AVE | BRYN MAWR | PA | 19010 | PUB. CHARITY | CHARITABLE | $5,000 |
| BUCKS COUNTY PLAYHOUSE THEATER INC | ||||||
| 55 BRIDGE ST | LAMBERTVILLE | NJ | 08530 | PUB. CHARITY | CHARITABLE | $37,500 |
| BUCKS COUNTY SPCA | ||||||
| PO BOX 277 | LAHASKA | PA | 18931 | PUB. CHARITY | CHARITABLE | $1,000 |
| CANCER SUPPORT COMMUNITY GREATER PHILA | ||||||
| 200 KIRK ROAD | WARMINSTER | PA | 18974 | PUB. CHARITY | CHARITABLE | $1,000 |
| CARE IN ACTION USA | ||||||
| 1870 NW 33RD TERRACE | LAUDERHILL | FL | 33311 | PUB. CHARITY | CHARITABLE | $10,000 |
| DEVEREUX PA | ||||||
| 444 DEVEREUX DRIVE | VILLANOVA | PA | 19085 | PUB. CHARITY | CHARITABLE | $1,000 |
| FRANKLIN INSTITUTE | ||||||
| 222 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | PUB. CHARITY | CHARITABLE | $3,000 |
| HERITAGE CONSERVANCY | ||||||
| 85 OLD DUBLIN PIKE | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $9,500 |
| MICHENER ART MUSEUM | ||||||
| 138 SOUTH PINE STREET | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $5,000 |
| PENNSYLVANIA SPCA | ||||||
| PO BOX 277 | LAHASKA | PA | 18931 | PUB. CHARITY | CHARITABLE | $200 |
| PHILADELPHIA RONALD MCDONALD HOUSE | ||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PUB. CHARITY | CHARITABLE | $1,000 |
| WASHINGTON CROSSING COUNCIL BSA | ||||||
| 1 SCOUT WAY | DOYLESTOWN | PA | 18907 | PUB. CHARITY | CHARITABLE | $50,000 |
| YMCA OF BUCKS COUNTY | ||||||
| 2500 LOWER STATE RD | DOYLESTOWN | PA | 18901 | PUB. CHARITY | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,900 | 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 | $1,902 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,296 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $220,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,605 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINCE 1918 INC FKA GENERAL MACHINE PRODUCTS COMPANY INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 BROWNSVILLE ROAD | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,845 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,004,148 | EOYBookValueAmt |
| EOYFMV | $1,028,058 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,654,130 | $2,775,623 |
| PREFERRED STOCK | $403,506 | $401,531 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $5,365 | BOYBookValueAmt |
| EOY Book Value | $7,113 | EOYBookValueAmt |
| EOYFMV | $7,113 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $31,638 | $31,638 | $0 |
| POSTAGE | $5 | $0 | $0 |
| INSURANCE | $1,301 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $12,643 | $0 | $0 |
| STATE TAXES | $15 | $0 | $0 |