THOMAS J WEST FAMILY CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS J WEST FAMILY CHARITABLE TR (EIN 27-6777707)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349102811
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T13:17:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232039016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL BOHORAD THORNBURG PRICE&CAMPION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 W NORWEGIAN ST PO BOX 1280 | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 179017280 | 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 | 276777707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J WEST FAMILY CHAR TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MID PENN BANK TRUST DEPARTMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5705168325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 ROUTE 61 SOUTH | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MID PENN BANK TRUST DEPARTMENT | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5705168325 | PhoneNum |
| Signature | 2019-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J CAMPION JR | PreparerPersonNm |
| PTIN | P00027851 | PTIN |
| Phone | 5706221811 | PhoneNum |
| Preparation | 2019-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.76.127.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 13:17:35 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DBF5AA70382180EA74BE07300B52C6194CD220A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBF5AA70382180EA74BE07300B52C6194CD220A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $742,121 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,582 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $264 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,434 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,296 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $252,225 | CorporateStockBOYAmt |
| Corporate Stock EOY | $281,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $392,031 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,741 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $395,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $283,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $279,053 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $650,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $742,121 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $650,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $636,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $650,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $636,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $650,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $636,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $650,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,209 | OtherIncreasesAmt |
| Subtotal | $638,010 | SubtotalAmt |
| Other Decreases | $1,786 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $636,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $480 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $480 | SubtotalAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $480 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID PENN BANK TRUST DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5705168325 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 ROUTE 61 SOUTH | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | 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 |
|---|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT | ||||||||
| 1504 ROUTE 61 SOUTH | POTTSVILLE | PA | 17901 | CO-TRUSTEE | 5.00 | $8,521 | $0 | $0 |
| JAMES C BOHORAD | ||||||||
| PO BOX 1280 | POTTSVILLE | PA | 17901 | CO-TRUSTEE | 1.00 | $2,854 | $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 | $808,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $814,453 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $814,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $802,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $480 | TotalTaxAmt |
| Distributable Before Adj | $39,632 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,632 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,434 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,434 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,434 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,632 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,969 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,033 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,434 | QualifyingDistributionsAmt |
| Applied To Current Year | $39,632 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,802 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,647 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,647 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $843 | ExcessFromYear4Amt |
| Excess From Year3 | $2,969 | ExcessFromYear3Amt |
| Excess From Year2 | $1,033 | ExcessFromYear2Amt |
| Excess From Current Year | $1,802 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MID PENN BANK TRUST DEPARTMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 ROUTE 61 SOUTH | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5705168325 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM, INDICATING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 16 NORTH 4TH STREET | MINERSVILLE | PA | 17954 | NONE | 501(C)(3) | PUBLIC CHARITY/MEDICAL RESEARCH | $500 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 10303 | DES MOINES | IA | 50306 | NONE | 501(C)(3) | PUBLIC CHARITY | $500 | |
| AVENUES FOUNDATION | ||||||||
| 2 PARK STREET | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | PUBLIC CHARITY | $2,800 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | 501(C)(3) | MEDICAL | $100 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| FINCA | ||||||||
| PO BOX 98048 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| FREEDOM FROM HUNGER | ||||||||
| 1644 DAVINCI COURT | DAVIS | CA | 95617 | NONE | 501(C)(3) | CHARITY | $100 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7TH FL | NEW YORK | NY | 100384723 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| HABITAT FOR HUMANITY | ||||||||
| PO BOX 1729 | AMERICUS | GA | 31709 | NONE | 501(C)(3) | CHARITY | $300 | |
| HILLSIDE SPCA | ||||||||
| 51 SPCA ROAD | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | ANIMAL SHELTER | $2,190 | |
| HUMAN RIGHTS WATCH | ||||||||
| PO BOX 4803 | TOMS RIVER | NJ | 08754 | NONE | 501(C)(3) | EDUCATIONAL | $200 | |
| IMMOKALEE HOUSING & FAMILY SERVICES | ||||||||
| 2449 SANDERS PINES CIRCLE | IMMOKALEE | FL | 34142 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | CHARITY | $100 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FD | ||||||||
| 1730 H STREET NW | WASHINGTON | DC | 200364508 | NONE | 501(C)(3) | EDUCATIONAL | $2,000 | |
| NORTHEAST PA MAN & EMP COUNCIL | ||||||||
| ONE NORWEGIAN PLZ2ND FL | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | EDUCATIONAL | $5,000 | |
| ORWIGSBURG FREE PUBLIC LIBRARY | ||||||||
| 214 EAST INDEPENDENCE ST | ORWIGSBURG | PA | 17961 | NONE | 501(C)(3) | LIBRARY | $906 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| PLANNED PARENTHOOD FED OF AMERICA | ||||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | EDUCATIONAL | $3,000 | |
| POTTSVILLE FREE PUBLIC LIBRARY | ||||||||
| 215 WEST MARKET STREET | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | LIBRARY | $1,500 | |
| POTTSVILLE MOTHERS' FOOTBALL | ||||||||
| PO BOX 953 | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $500 | BOOSTER CLUB INC |
| SCHUYLKILL CHAMBER FOUNDATION | ||||||||
| 1 PROGRESS CIRCLE STE 201 | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | PUBLIC SUPPORT | $4,269 | |
| SCHUYLKILL COUNTY'S VISION | ||||||||
| 11 E MAIN ST | SCHUYLKILL HAVEN | PA | 17972 | NONE | 501(C)(3) | CHARITY | $1,000 | |
| SCHUYLKILL UNITED WAY | ||||||||
| 9 NCENTRE ST STE 301 | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | CHARITY | $5,669 | |
| SCHUYLKILL WOMEN IN CRISIS | ||||||||
| PO BOX 96 | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | OCMMUNITY SUPPORT | $500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36177 | NONE | 501(C)(3) | CHARITY | $100 | |
| ST JOSEPH CENTER FOR | ||||||||
| 2075 W NORWEGIAN STREET | POTTSVILLE | PA | 17901 | NONE | SCHOOL | EDUCATION | $7,000 | SPECIAL LEARNING |
| USA FOR UNHCR | ||||||||
| PO BOX 97114 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | CHARITY | $100 | |
| WGCU | ||||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 339656565 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| PO BOX 9224 | CENTRAL SLIP | NY | 11722 | NONE | 501(C)(3) | EDUCATIONAL | $100 | |
| WORLD SURGICAL FOUNDATION | ||||||||
| PO BOX 1006 | CAMP HILL | PA | 170011006 | NONE | 501(C)(3) | CHARITY | $1,000 | |
| WYOMING SEMINARY | ||||||||
| 201 NORTH SPRAGUE AVENUE | KINGSTON | PA | 18704 | NONE | SCHOOL | EDUCATION | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,434 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,673 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,582 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,255 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,255 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY INCOME TAX PREPARATION | CategoryTxt |
| Amt | $500 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITIBANK NA STEP 8/29/18 3.3% | BondNm |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $24,741 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $2,824 | $10,141 |
| AFLAC INC. | $3,769 | $7,290 |
| ALTRIA GROUP INC. | $2,795 | $6,174 |
| AMGEN INC. | $8,137 | $9,733 |
| APPLE INC. | $11,395 | $15,774 |
| AT&T INC. | $4,454 | $4,709 |
| CHEVRON CORP. | $5,188 | $7,615 |
| CHUBB LTD. | $4,332 | $5,038 |
| CISCO SYS INC. | $5,279 | $8,016 |
| CORNING INC. | $6,984 | $9,063 |
| CSX CORP | $6,463 | $10,873 |
| CUMMINS INC. | $7,365 | $6,682 |
| EMERSON ELECTRIC CO. | $4,661 | $5,975 |
| FORD MOTOR CO. | $6,252 | $3,060 |
| FRANKLIN SMALL CAP GROWTH FUND ADV | $5,823 | $5,619 |
| GENERAL DYNAMICS CORP. | $7,046 | $7,860 |
| HOME DEPOT INC. | $1,807 | $11,168 |
| HOST HOTELS & RESORTS INC. | $7,254 | $5,001 |
| INTEL CORP. | $3,891 | $10,325 |
| J P MORGAN CHASE & CO. | $6,945 | $10,738 |
| JOHNSON & JOHNSON | $4,288 | $9,679 |
| ELI LILLY & CO. | $3,706 | $12,729 |
| LYONDELLBASELL INDUSTRIES N SHS - A | $6,485 | $6,653 |
| MCDONALDS CORP. | $5,117 | $12,430 |
| MICROSOFT CORP. | $3,995 | $17,267 |
| NEWELL BRANDS INC. | $15,959 | $13,013 |
| NEXTERA ENERGY INC. | $3,487 | $11,298 |
| NORFOLK SOUTHERN CORP. | $3,218 | $8,972 |
| PEPSICO INC. | $4,490 | $7,734 |
| PPG INDUSTRIES INC. | $1,971 | $6,134 |
| PPL CORP. | $18,847 | $19,831 |
| PROCTER & GAMBLE CO. | $4,169 | $6,434 |
| QUALCOMM INC. | $3,588 | $5,691 |
| ROYAL DUTCH SHELL PLC | $6,377 | $6,992 |
| SEAGATE TECHNOLOGY | $8,179 | $4,631 |
| SPDR FINANCIAL SELECT SECTOR | $8,155 | $7,146 |
| TARGET CORP. | $2,558 | $3,304 |
| TEVA PHARMACEUTICAL INDS LTD | $7,445 | $2,005 |
| TRAVELERS COMPANIES INC. | $6,972 | $7,784 |
| T ROWE PRICE INTL DISCOVERY I | $8,081 | $8,654 |
| T ROWE PRICE MID CAP GWTH FD | $14,078 | $15,274 |
| UNITED TECHNOLOGIES CORP. | $3,580 | $5,856 |
| VALERO ENERGY CORP. | $7,515 | $11,246 |
| VERIZON COMMUNICATIONS | $4,453 | $8,433 |
| WAL MART STORES INC. | $6,075 | $6,521 |
| WALGREENS BOOTS ALLIANCE INC. | $6,146 | $5,466 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERATED INST HIGH YIELD BOND FUND | AT COST | ||
| FEDERATED INTL LEADERS INST | AT COST | $31,875 | $28,449 |
| FEDERATED INTMD CORP BD FD | AT COST | $31,245 | $30,014 |
| FEDERATED ULTRA SHORT BD | AT COST | $10,066 | $10,055 |
| FIDELITY SPARTAN INTMD TREAS | AT COST | $30,058 | $29,268 |
| HARBOR INT'L FUND | AT COST | ||
| JP MORGAN MTGE BACK SEC-SEL | AT COST | ||
| MERGER INSTITUTIONAL | AT COST | ||
| OPPENHEIMER DEVELOPING MKTS CI Y | AT COST | $14,388 | $15,345 |
| OPPENHEIMER SR FLOAT RATE INSTL | AT COST | ||
| T ROWE PRICE INTL DISCOVERY | AT COST | ||
| VANGUARD I/T BOND INDEX ADM | AT COST | $109 | $106 |
| VANGUARD I/T INV GRADE ADM | AT COST | $38,877 | $35,503 |
| VANGUARD S/T BOND INDEX ADM | AT COST | $85,551 | $84,753 |
| VANGUARD MID-CAP VALUE INDEX | AT COST | $25,786 | $28,129 |
| VANGUARD SMALL-CAP VALUE INDEX | AT COST | $15,375 | $17,431 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| LOSS ON SALE OF 136.166 SHS HARBOR INTL FD | $579 |
| LOSS ON SALE OF 840.388 SHS FED INSTL HIGH YIELD | $503 |
| LOSS ON SALE OF 1,622.687 SHS JPMORGAN MTGE-BACKED | $454 |
| LOSS ON SALE OF 400.331 SHS VANGUARD S/T CORP BD | $68 |
| ADJUSTING ENTRY | $182 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (9 entries)
| DescDesc | AmtAmt |
|---|---|
| GAIN ON SALE OF 15.090 SHS T ROWE PRICE MID-CAP GR | $561 |
| GAIN ON SALE OF 2,200.220 SHS FED ULTRASHORT BD FD | $66 |
| GAIN ON SALE OF 233.372 SHS FRANKLIN SMALL CAP GR | $1,449 |
| GAIN ON SALE OF 305.143 SHS FRANKLIN SMALL CAP GR | $2,279 |
| GAIN ON SALE OF 374.850 SHS HARBOR INTL FD | $2,058 |
| GAIN ON SALE OF 347.086 SHS MERGER INSTL | $433 |
| GAIN ON SALE OF 1,297.017 SHS OPPENHEIMER SR FLOAT | $402 |
| GAIN ON SALE OF 203.754 SHS T ROWE PRICE MID-CAP | $8,797 |
| GAIN ON SALE OF 84.846 SHS VANGUARD MID-CAP VALUE | $1,164 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2017 FEDERAL EXCISE | $470 | |
| FOREIGN TAX WITHHELD | $264 | $264 |
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