RIDER-POOL FOUNDATION 43501: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RIDER-POOL FOUNDATION 43501 (EIN 23-6207356)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349103669
- Schema version
- 2018v3.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:00:21-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236207356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RIDER-POOL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIDE | BusinessNameControlTxt |
| Phone | 4127689969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127689969 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C7A44778B6C1E2E321C63E5475DDCE1F2BC9C12 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB13700F30BB6352BC2AC0CA7281AC8B04082BB1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,489,914 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $257,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,096 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $600,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,030,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $600,755 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,767 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $863,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $861,618 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,124 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,699 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,425 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $105 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $105 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,002 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $146,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $639 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146,497 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $611,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $563,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $252,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $839,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $712,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $674,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $674,565 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $9,961,339 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,078,193 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,815,349 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,673,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,752,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,489,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,608,817 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,749,016 | CapitalStockEOYAmt |
| Retained Earning BOY | $64,870 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,742 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,673,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,752,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,673,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,752,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,673,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $252,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,115 | OtherIncreasesAmt |
| Subtotal | $10,978,827 | SubtotalAmt |
| Other Decreases | $226,069 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,752,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 60.016 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2018-02-05 | $6,833 | $5,194 | $1,639 | $1,639 | |
| 62.767 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2018-03-31 | $7,275 | $5,432 | $1,843 | $1,843 | |
| 1473.622 T ROWE PR GROWTH STOCK-I | 2004-10-06 | 2018-05-16 | $100,000 | $36,592 | $63,408 | $63,408 | |
| 7377.099 VANGUARD TOTL BD MKT IDX-ADM | 2011-02-28 | 2018-05-17 | $76,132 | $79,016 | -$2,884 | -$2,884 | |
| 64730.707 VANGUARD TOTL BD MKT IDX-ADM | 2008-11-13 | 2018-05-17 | $668,021 | $656,063 | $11,958 | $11,958 | |
| 14060.254 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-05-22 | 2018-05-29 | $382,580 | $282,892 | $99,688 | $99,688 | |
| 500000. TEMPORARY ASSET FOR INVESTED FUNDS PENDING UNITS/PRICE/ | 2000-12-31 | 2018-05-31 | $500,000 | $500,000 | |||
| 33.266 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2018-06-30 | $3,882 | $2,879 | $1,003 | $1,003 | |
| 32.327 HATTERAS CORE ALTERNATIVES TEI INSTITUTIONAL FUND, L.P. | 2010-07-01 | 2018-09-30 | $3,930 | $2,798 | $1,132 | $1,132 | |
| 16155.546 HARBOR FD INTL FD | 2008-09-12 | 2018-11-07 | $964,163 | $859,047 | $105,116 | $105,116 | |
| CAPITAL GAIN DIVIDENDS | $317,852 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $600,755 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $461,923 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,120,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $580,274 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,391,426 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05094 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $561,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,636,884 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048279 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $526,137 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,635,595 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045218 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $322,783 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,799,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02989 | DistributionYr5Rt |
| Total Distribution | 0.212437 | TotalDistributionRt |
| Average Distribution | 0.042487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,399,129 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $526,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,393 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $535,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $563,027 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,002 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,002 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,609 | OverpaymentAmt |
| Applied To ES Tax | $8,396 | AppliedToESTaxAmt |
| Refund | $10,213 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127689969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | TRUSTEE | 5 | $27,124 |
| LEON C HOLT JR | ||||||
| 2112 KIRKLAND VILLAGE CIRCLE | BETHLEHEM | PA | 18017 | TRUSTEE | 1 | $0 |
| JOHN P JONES III | ||||||
| 3020 FAIRFIELD DRIVE | ALLENTOWN | PA | 18103 | TRUSTEE | 1 | $0 |
| JOHN E MCGLADE | ||||||
| 2112 LORING DRIVE | ALLENTOWN | PA | 18104 | TRUSTEE | 1 | $0 |
| J SCOTT PIDOCK | ||||||
| 343 N 27TH STREET | ALLENTOWN | PA | 18104 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,587,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,587,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,587,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,399,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,393 | TotalTaxAmt |
| Distributable Before Adj | $611,563 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $611,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $611,563 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $563,027 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $563,027 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,393 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $554,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $611,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $513,595 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $563,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $513,595 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,432 | 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 | $562,131 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 | EDWARD F MEEHAN M P H EXECUTIVE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 W HAMILTON STREET SUITE 202 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107709346 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE ACCEPTED THROUGH AN ELECTRONIC APPLICATION PROCESS. THE APPLICATION CAN BE FOUND AT WEBSITE, WWW.POOLTRUST.ORG TO BEGIN THIS PROCESS. SEE ATTACHED THE RIDER-POOL FOUNDATION APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEARLY BY APRIL 1ST FOR FUNDING YEARLY ON JUNE 1ST YEARLY BY AUGUST 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS PER THE ATTACHED APPLICATION PROCESS STATEMENT FROM THE RIDER-POOL FOUNDATION WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| PROMISE NEIGHBORHOODS OF THE LEHIGH | ||||||||
| VALLEY | 347 N 8TH STREET | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF THE | $100,000 |
| WILDLANDS CONSERVANCY INC | ||||||||
| 3701 ORCHARD PLACE | EMMAUS | PA | 180491637 | NONE | PC | GENERAL USE OF THE | $20,000 | |
| YWCA OF BETHLEHEM | ||||||||
| 3895 ADLER PLACE BLDG A SUITE 180 | BETHLEHEM | PA | 18018 | NONE | PC | GENERAL USE OF THE | $2,500 | |
| ALLENTOWN AREA ECUMENICAL FOOD BANK | ||||||||
| 245 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF THE | $3,000 | |
| ALLENTOWN RESCUE MISSION INC | ||||||||
| 355 HAMILTON STREET - PO BOX 748 | ALLENTOWN | PA | 18105 | NONE | PUBLIC CHARITY | GENERAL USE OF THE | $3,000 | |
| COMMUNITY BIKE WORKS | ||||||||
| 235 N MADISON STREET | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF THE | $3,500 | |
| MEALS ON WHEELS OF LEHIGH COUNTY INC | ||||||||
| 4234 DORNEY PARK ROAD | ALLENTOWN | PA | 181045727 | NONE | PC | GENERAL USE OF THE | $45,000 | |
| STEPHEN'S PLACE | ||||||||
| 729 RIDGES STREET | BETHLEHEM | PA | 18015 | NONE | PUBLIC CHARITY | GENERAL USE OF THE | $3,500 | |
| THE BACH CHOIR OF BETHLEHEM | ||||||||
| 423 HEKEWELDER PLACE | BETHLEHEM | PA | 18018 | NONE | PUBLIC CHARITY | GENERAL USE OF THE | $10,000 | |
| THE BAUM SCHOOL OF ART | ||||||||
| P O BOX 653 | ALLENTOWN | PA | 18105 | NONE | PC | GENERAL USE OF THE | $3,000 | |
| THE PENNSYLVANIA SHAKESPEARE FESTIVAL | ||||||||
| AT DESALES UNIVERSITY | 2755 STATION AVE | CENTER VALLEY | PA | 18034 | NONE | PC | GENERAL USE OF THE | $5,000 |
| DA VINCI SCIENCE CENTER | ||||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL USE OF THE | $5,000 | |
| LEHIGH COUNTY CONSERVATION DISTRICT | ||||||||
| 4184 DORNEY PARK ROAD | ALLENTOWN | PA | 18104 | NONE | PC | GENERAL USE OF THE | $7,500 | |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | ||||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL USE OF THE | $5,000 | |
| SAFE HARBOR EASTON INC | ||||||||
| 536 BUSHKILL DRIVE | EASTON | PA | 18042 | NONE | PC | GENERAL USE OF THE | $3,000 | |
| COMMUNITIES IN SCHOOLS OF THE LEHIGH | ||||||||
| VALLEY INC | 1501 LEHIGH STREET SUITE 106 | ALLENTOWN | PA | 18103 | NONE | PC | GENERAL USE OF THE | $5,000 |
| BUILDING 21 | ||||||||
| 265 LEHIGH ST | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF THE | $35,000 | |
| LEHIGH COUNTY CONFERENCE OF CHURCHES | ||||||||
| 457 W ALLEN ST | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF ORGANIZATION | $5,000 | |
| NORTHEAST MINISTRY | ||||||||
| 1161 FRITZ DR | BETHLEHEM | PA | 18017 | NONE | PC | GENERAL USE OF ORGANIZATION | $7,000 | |
| RIPPLE COMMUNITY INC | ||||||||
| 1335 LINDEN ST | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL USE OF ORGANIZATION | $105,000 | |
| SHARE CARE FAITH IN ACTION | ||||||||
| 321 WYANDOTTE ST | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL USE OF THE | $5,000 | |
| DESALES UNIVERSITY | ||||||||
| 2755 STATION AVE | CENTER VALLEY | PA | 18034 | NONE | PC | GENERAL USE OF ORGANIZATION | $25,000 | |
| CATHOLIC FOUNDATION OF EASTERN PA | ||||||||
| PO BOX 1430 | ALLENTOWN | PA | 18105 | PC | NONE | GENERAL USE OF THE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $600,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,815 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $863,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $863,753 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE ASSETS | AT COST | $2,264,499 | $2,431,239 |
| MUTUAL FUNDS - FIXED | AT COST | $2,148,570 | $2,064,429 |
| MUTUAL FUNDS - EQUITY | AT COST | $5,665,124 | $6,319,681 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $105 | LegalFeesAmt |
| Disbursements Charitable Prps | $105 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR 2017 TAX EXTENSION | $6,324 |
| ADJUSTMENT FOR TAX TO COST BASIS | $219,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $146,497 | $0 | $146,497 |
| PARTNERSHIP - EXPENSE | $639 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER REVENUE | $2,087 | $0 |
| FEDERAL TAX REFUND FROM PRIOR YEAR | $3,815 | $0 |
| HATTERAS CORE ALTERNATIVES TEI INSTITUTI | $3,767 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT ST GAIN TAX TO COST BASIS | Desc |
| Amt | $53,115 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $27,002 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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