BETA

JORDAN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JORDAN FAMILY FOUNDATION (EIN 26-2600531)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349102477
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T14:24:38-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115942 CONNEAUT LAKE ROADAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262600531EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJORDBusinessNameControlTxt
Phone8148384313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J WALKERPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone8148384313PhoneNum
Signature2019-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH C LEDFORDPreparerPersonNm
PTINP00020172PTIN
Phone8143361512PhoneNum
Preparation2019-05-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.167.186.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-06IPDt
IP Tm07:42:59IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id34079A2DC7C5A833014B82FBBEBC8DA7B2FEED4FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$896,694FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,288DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,288DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,251NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$285,877GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,251CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$41,539TotalRevAndExpnssAmt
Total Net Invst Incm$41,539TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,069AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,035AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,034AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$350TaxesRevAndExpnssAmt
Taxes Net Invst Incm$350TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,356OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,330OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$26OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,715TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,060TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,608ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,608ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,383TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,715TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,668TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,844ExcessRevenueOverExpensesAmt
Net Investment Income$29,824NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,327CashBOYAmt
Cash EOY$1,460CashEOYAmt
Cash EOYFMV$1,460CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,103SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$24,635SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$24,635SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$893,591CorporateStockBOYAmt
Corporate Stock EOY$873,082CorporateStockEOYAmt
Corporate Stock EOYFMV$870,599CorporateStockEOYFMVAmt
Total Assets BOY$925,021TotalAssetsBOYAmt
Total Assets EOY$899,177TotalAssetsEOYAmt
Total Assets EOYFMV$896,694TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$925,021RetainedEarningBOYAmt
Retained Earning EOY$899,177RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$925,021TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$899,177TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$925,021TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$899,177TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$925,021TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,844ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$899,177SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$899,177TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$90,966$94,741-$3,775-$3,775
PUBLICLY TRADED SECURITIESP$194,911$181,885$13,026$13,026
FieldValueIRS element (for citing)
Capital Gain Net Income$9,251CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,126AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$997,635NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054254DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,247AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$955,252NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051554DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,791AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,016,846NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051916DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,586AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,003,346NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052411DistributionYr4Rt
Adjusted Qlfy Distri Yr5$44,694AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$860,434NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051944DistributionYr5Rt
Total Distribution0.262079TotalDistributionRt
Average Distribution0.052416AverageDistributionRt
Net Vl Noncharitable Assets$995,980NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,205AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$298NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,503AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,668QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$298InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$298SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$298TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$102OverpaymentAmt
Applied To ES Tax$102AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksSUSAN J WALKERIndividualWithBooksNm
Phone8148384313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LYNN A JORDAN-DEICHMAN
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & VICE PRESIDENT0.50$0$0$0
DEBORAH J KAPUSTA
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & SECRETARY0.50$0$0$0
SUSAN J WALKER
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR, PRESIDENT, & TRE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$982,638AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,509AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,011,147TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,011,147AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$995,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,799MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,799MinimumInvestmentReturnAmt
Tax Based On Investment Income$298TaxBasedOnInvestmentIncomeAmt
Total Tax$298TotalTaxAmt
Distributable Before Adj$49,501DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,501DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,501DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,668ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,668QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$298PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,370AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,501DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,369ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,133ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,334ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,822ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,044ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,702TotalExcessDistributionCyovAmt
Qualifying Distributions$55,668QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,501AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,167RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$22,869TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,369ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,500ExcessDistriCyovToNextYrAmt
Excess From Year4$3,133ExcessFromYear4Amt
Excess From Year3$2,334ExcessFromYear3Amt
Excess From Year2$1,822ExcessFromYear2Amt
Excess From Year1$5,044ExcessFromYear1Amt
Excess From Current Year$6,167ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJORDAN FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8148384313RecipientPhoneNum
Form And Info And MaterialsSUBMITTED USING THE JORDAN FAMILY FOUNDATION GRANT APPLICATION FORM AVAILABLE AT THE SAEGERTOWN BOROUGH OFFICE, 603 ERIE ST, SAEGERTOWN, PA. FULL PROJECT BUDGETS SHOULD BE INCLUDED WITH THE APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31ST AND SEPTEMBER 30THSubmissionDeadlinesTxt
Restrictions On AwardsPROJECT MUST ENHANCE OR OTHERWISE BENEFIT THE COMMUNITY OF SAEGERTOWN. THE ORGANIZATION MUST BE TAX EXEMPT UNDER SECTION 501(C)(3). ORGANIZATIONS NOT INDEPENDENTLY INCORPORATED AS TAX-EXEMPT MAY APPLY THROUGH A QUALIFIED INCORPORATED "CONDUIT ORGANIZATION. THE ORGANIZATION MUST NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, COLOR, RELIGION, NATIONAL ORIGIN, HANDICAP, SEXUAL ORIENTATION, MARITAL STATUS, GENDER OR GENDER IDENTITY IN ANY PROGRAM OR ACTIVITIES RECEIVING FUNDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAEGERTOWN AREA LIBRARY ASSOCIATION INC
325 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYREADING MATERIALS UPDATE PROJECT$764
LEMON BAY SUNRISE ROTARY
2710 S MCCALL ROADENGLEWOODFL34224PUBLIC CHARITY4TH OF JULY FIREWORKS$500
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433LOCAL GOVERNMENTIRON BRIDGE PARK$35,774
FRENCH CREEK VALLEY CHRISTIAN SCHOOL
420 NORTH STREETSAEGERTOWNPA16433PUBLIC CHARITYCOMMUNITY MOVIE NIGHT$1,050
FCVA SAEGERTOWN LITTLE LEAGUE
16561 STOLTZ ROADSAEGERTOWNPA16433PUBLIC CHARITY2018 FIELD 1 SCOREBOARD REPLACEMENT$5,500
SAEGERTOWN WOMEN'S IMPROVEMENT CLUB
C/O MARILYN DAVIS 17473 ST HWY 86SAEGERTOWNPA16433PUBLIC CHARITY20TH ANNUAL GOLF OUTING$100
SAEGERTOWN WOMEN'S IMPROVEMENT CLUB
C/O MARILYN DAVIS 17473 ST HWY 86SAEGERTOWNPA16433PUBLIC CHARITY2018 USA FLAG AND POLE REPLACEMENT$2,397
SAEGERTOWN HERITAGE MUSEUM
320 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYMUSEUM IMPROVEMENTS & PA SYSTEM$780
SAEGERTOWN HERITAGE MUSEUM
320 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITYMUSEUM IMPROVEMENTS$2,595
HOSPICE OF CRAWFORD COUNTY
766 LIBERTY STREETMEADVILLEPA16335PUBLIC CHARITYIN MEMORY OF CHALMER JORDAN$1,000
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433LOCAL GOVERNMENT2018 MAINTENANCE FUND CONTRIBUTION$2,000
SAEGERTOWN AREA LIBRARY ASSOCIATION INC
325 BROAD STREETSAEGERTOWNPA16433PUBLIC CHARITY2018 LEXMARK COPIER$2,148
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,608TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,288ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,251ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$41,539ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,539TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,069Amt
Net Investment Income$1,035NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,034DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING UNDISTRIBUTED INCOME FROM:TAX YEAR 2008: $18,361TAX YEAR 2009: $ 4,586TAX YEAR 2011: $ 2,431ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$440,864$433,226
PNC INVESTMENTS$432,218$437,373

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$26$0$26
INVESTMENT MANAGEMENT FEES$10,330$10,330$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$350Amt
Net Investment Income$350NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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