TOPPER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349101146
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T08:31:54-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200523820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPP | BusinessNameControlTxt |
| Phone | 6107913800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 08:31:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B0F08C89CD484C0E75ECE2542C7B914AA204D88F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89EC25633A9FE2A2A74016282EAC9DA1E87DDD11 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,751,804 | 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 | $429,098 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $177,251 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177,251 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $177,251 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,357 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,357 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $567,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,623 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$894,266 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$894,266 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$286,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,231 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$677,658 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $49,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,427 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,798 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $65,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $898,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $898,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $963,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $898,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,250,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,846 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $753,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $511,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $511,509 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,361,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,240,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,240,295 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,115,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,751,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,751,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,115,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,751,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,115,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,751,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,115,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,751,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,115,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,250,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,864,436 | SubtotalAmt |
| Other Decreases | $2,112,632 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,751,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,623 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,039,718 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,783,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075432 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $717,441 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,771,070 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105957 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $439,543 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,315,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060085 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $376,715 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,753,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100372 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $132,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $244,039 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.544872 | DistributionYr5Rt |
| Total Distribution | 0.886718 | TotalDistributionRt |
| Average Distribution | 0.177344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,187,002 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,161,292 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,608 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,162,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $898,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,217 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,217 | SubtotalAmt |
| Tax Based On Investment Income | $3,217 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $97 | EsPenaltyAmt |
| Tax Due | $3,314 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH V TOPPER JR | IndividualWithBooksNm |
| Phone | 6107913800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH V TOPPER JR | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MAUREEN TOPPER | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,870,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $502,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,372,591 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,372,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,187,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $609,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $609,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,217 | TotalTaxAmt |
| Distributable Before Adj | $606,133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $606,133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $606,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $898,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $898,350 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $898,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $606,133 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $120,768 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,861 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,936 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $381,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $352,958 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,119,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $898,350 | QualifyingDistributionsAmt |
| Applied To Current Year | $606,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $292,217 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,411,878 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $120,768 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,291,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,861 | ExcessFromYear4Amt |
| Excess From Year3 | $74,936 | ExcessFromYear3Amt |
| Excess From Year2 | $381,138 | ExcessFromYear2Amt |
| Excess From Year1 | $352,958 | ExcessFromYear1Amt |
| Excess From Current Year | $292,217 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH V TOPPER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107913800 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSUMPTION BVM CHURCH | ||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $29,000 | |
| ALLENTOWN CENTRAL CATHOLIC HS | ||||||||
| 301 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PAID | GENERAL CHARITABLE | $100 | |
| ANXIETY & DEPRESSION ASSOCIATION | ||||||||
| 8701 GEORGIA AVENUE | SILVER SPRINGS | MD | 20910 | NONE | PAID | GENERAL CHARITABLE | $1,000 | SUITE 412 |
| ANDREW MCDONOUGH B FOUNDATION | ||||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | NONE | PAID | GENERAL CHARITABLE | $100 | |
| AUGUSTINIAN FUND | ||||||||
| 214 ASHWOOD ROAD | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $1,620 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PAID | GENERAL CHARITABLE | $10,000 | |
| BOY & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $1,800 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1275 MAMORONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PAID | GENERAL CHARITABLE | $100 | |
| CAMELOT FOR CHILDREN | ||||||||
| 2354 W EMAUS AVENUE | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 1130 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | NONE | PAID | GENERAL CHARITABLE | $10,000 | |
| COMMUNITY ACTION COMMITTEE | ||||||||
| 1337 E 5TH STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $1,500 | |
| DIOCESE OF ALLENTOWN | ||||||||
| PO BOX F | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $130,040 | |
| EASTERSEALS | ||||||||
| 1501 LEHIGH STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $2,500 | SUITE 201 |
| THE HILLSIDE SCHOOL | ||||||||
| 2697 BROOKSIDE ROAD | MACUNGIE | PA | 18062 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| KIDSPEACE | ||||||||
| 4085 INDEPENDENCE DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | PAID | GENERAL CHARITABLE | $100 | |
| LEHIGH GAS FOUNDATION | ||||||||
| 645 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | PAID | GENERAL CHARITABLE | $23,390 | SUITE 500 |
| LEHIGH VALLEY HEALTH NETWORK | ||||||||
| PO BOX 689 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $40,000 | |
| MARY KNOLL FATHER & BROTHERS | ||||||||
| 55 RYDER ROAD | OSSINING | NY | 10562 | NONE | PAID | GENERAL CHARITABLE | $1,400 | |
| MARY'S SHELTER OF LV | ||||||||
| 325 S 12TH ST | READING | PA | 19602 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| MERCY SPECIAL LEARNING CENTER | ||||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $45,000 | |
| NEW BETHANY MINISTRIES | ||||||||
| 333 WEST FOURTH STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $500 | |
| THE PAPER BOX | ||||||||
| 17 MEADOW STREET | BROOKLYN | NY | 11206 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| PBS | ||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| ST DOMINIC SCHOOL | ||||||||
| 8510 FRANKFORD AVENUE | PHILADELPHIA | PA | 19136 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| SPECIAL OLYMPICS | ||||||||
| 2570 BLVD OF THE GENERALS | NORRISTOWN | PA | 19403 | NONE | PAID | GENERAL CHARITABLE | $5,000 | SUITE 124 |
| ST MICHAELS THE ARCHANGEL SCHOOL | ||||||||
| 4121 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $38,000 | |
| TRINITY HALL | ||||||||
| 101 CORREGIDOR ROAD | TINTON FALLS | NJ | 07724 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| TURNING POINT | ||||||||
| 444 E SUSQUEHANNA STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| VALLEY YOUTH HOUSE | ||||||||
| 3400 HIGH POINT BOULEVARD | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $12,400 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $360,600 | |
| UNITED WAY OF THE GREATER LV | ||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $151,000 | |
| YMCA | ||||||||
| 425 15TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $898,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,251 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,357 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$38,317 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BUCKEYE PARTNERS | 14 | -$119,966 |
| CROSSAMERICA PARTNERS | 14 | -$86,804 |
| BLUEKNIGHT ENERGY PARTNERS | 14 | -$160,415 |
| DCP MIDSTREAM | 14 | -$97,970 |
| ENERGY TRANSFER PARTNERS | 14 | -$109,760 |
| ENERGY TRANSFER LP | 14 | -$112,295 |
| ENTERPRISE PRODUCTS PARTNER | 14 | -$41,099 |
| ENLINK MIDSTREAM PARTNERS | 14 | -$71,020 |
| PBF LOGISTICS | 14 | -$14,206 |
| PLAINS ALL AMERICAN PIPELIN | 14 | -$77,192 |
| TALLGRASS ENERGY PARTNERS | 14 | -$3,539 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$715,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$715,975 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH TOPPER | |||||||
| 1 | 645 HAMILTON STREET | SUITE 500 | ALLENTOWN | PA | 18101 | $275,000 | Yes (X) |
| JAMES KUSKO | |||||||
| 7 | 3910 ADLER PLACE | SUITE 100 | BETHLEHEM | PA | 18017 | $52,000 | Yes (X) |
| ROBERT WISS | |||||||
| 2 | 5100 N HIGHWAY A1A F68 | VERO BEACH | FL | 32963 | $10,710 | Yes (X) | |
| MARC ROBIN GRANSON | |||||||
| 8 | 5184 WEYHILL FARM ROAD | BETHLEHEM | PA | 18015 | $13,000 | Yes (X) | |
| CHARLES MORROW | |||||||
| 3 | 5355 SAUCON RIDGE ROAD | COOPERSBURG | PA | 18036 | $10,000 | Yes (X) | |
| JB III MANAGEMENT COMPANY LLC | |||||||
| 4 | 645 W HAMILTON STREET | SUITE 600 | ALLENTOWN | PA | 18101 | $17,100 | Yes (X) |
| TOP STAR | |||||||
| 5 | 14 EAST MAIN STREET | EMMAUS | PA | 18049 | $11,500 | Yes (X) | |
| ROBERT JUDITH DWYER | |||||||
| 6 | 1825 SHERWOOD ROAD | ALLENTOWN | PA | 18103 | $13,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| RBC SHORT TERM | 2018-01 | PURCHASE | 2018-12 | $71,050 | $68,014 | $3,036 |
| RBC LONG TERM | 2018-01 | PURCHASE | 2018-12 | $51,866 | $37,502 | $14,364 |
| MERRILL LYNCH 009 | 2017-08 | PURCHASE | 2018-07 | $434,610 | $499,950 | -$65,340 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INVESTMENTS | $10,240,295 | $10,240,295 |
| OTHER INVESTMENT | ||
| PDT TRUST CONTRIBUTION |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENTS | Desc |
| Amt | $2,112,632 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $30 | $30 |
| COMPUTER | $14,768 | $14,768 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| BUCKEYE PARTNERS | -$119,966 | -$119,966 |
| CROSSAMERICA PARTNERS | -$86,804 | -$86,804 |
| BLUEKNIGHT ENERGY PARTNERS | -$160,415 | -$160,415 |
| DCP MIDSTREAM | -$97,970 | -$97,970 |
| ENERGY TRANSFER PARTNERS | -$109,760 | -$109,760 |
| ENERGY TRANSFER LP | -$112,295 | -$112,295 |
| ENTERPRISE PRODUCTS PARTNERS | -$41,099 | -$41,099 |
| ENLINK MIDSTREAM PARTNERS | -$71,020 | -$71,020 |
| PBF LOGISTICS | -$14,206 | -$14,206 |
| PLAINS ALL AMERICAN PIPELINE | -$77,192 | -$77,192 |
| TALLGRASS ENERGY PARTNERS | -$3,539 | -$3,539 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY 5248 FEES | $757 | $757 |
| RBC CAPITAL MARKETS, LLC 3041 F | $3,370 | $3,370 |
| MERRILL LYNCH 2009 FEES | $45,000 | $45,000 |
| MERRILL LYNCH 2047 FEES | $300 | $300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH 059 | CategoryTxt |
| Amt | $6 | Amt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |