LUTRON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LUTRON FOUNDATION (EIN 23-2322928)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-11
- IRS object ID
- 201921629349100712
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-11T14:34:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET SUITE 710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 232322928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTRON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTR | BusinessNameControlTxt |
| Phone | 6102823800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 SUTER RD | AddressLine1Txt |
| City | COOPERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R WOODMAN | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 6102823800 | PhoneNum |
| Signature | 2019-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MALIMBAN | PreparerPersonNm |
| PTIN | P01372721 | PTIN |
| Phone | 2157654600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-23 | IPDt |
| IP Tm | 11:27:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9727B63C825E9C2B1357DAF1EA2AE985339B5D65 | 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 | $5,544,107 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $477,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,044,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $477,631 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,323,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $619,628 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,415 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,415 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $768 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,716 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $512 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,027,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,027,301 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,074,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,035,603 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $249,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $586,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $472,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $849,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $849,242 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $316,798 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $317,844 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $301,735 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,244,908 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,723,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,932,591 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,011,207 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,240,909 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,162,705 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $161,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $311,198 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,834 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,206,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,443,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,544,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,206,209 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,443,138 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,206,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,443,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,206,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,443,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,206,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $249,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,455,710 | SubtotalAmt |
| Other Decreases | $12,572 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,443,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,991,381 | $3,567,346 | $424,035 | $424,035 |
| CLASS ACTION PROCEEDS | P | $100 | $100 | $100 | |
| CAPITAL GAINS DIVIDENDS | P | $53,496 | $53,496 | $53,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $477,631 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $744,722 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,748,183 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.129558 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $700,527 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,052,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.138639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $693,032 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,076,890 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.136507 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $702,393 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,858,545 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $723,451 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,290,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.168617 | DistributionYr5Rt |
| Total Distribution | 0.717890 | TotalDistributionRt |
| Average Distribution | 0.143578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,042,351 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $867,549 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,867 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $873,416 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,035,603 | 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 | $5,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,533 | OverpaymentAmt |
| Applied To ES Tax | $1,533 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN R WOODMAN | IndividualWithBooksNm |
| Phone | 6102823800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 SUTER ROAD | AddressLine1Txt |
| City | COOPERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN S HAKKARAINEN | ||||||||
| 7200 SUTER ROAD | COOPERSBURG | PA | 18036 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL W PESSINA | ||||||||
| 7200 SUTER ROAD | COOPERSBURG | PA | 18036 | EXECUTIVE VICE PRESIDENT & | 0.00 | $0 | $0 | $0 |
| WALTER S PEAKE | ||||||||
| 7200 SUTER ROAD | COOPERSBURG | PA | 18036 | SECRETARY & TREASURER | 0.00 | $0 | $0 | $0 |
| JOHN R WOODMAN | ||||||||
| 7200 SUTER ROAD | COOPERSBURG | PA | 18036 | ASST. SECRETARY & ASST. TR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LUTRON FOUNDATION CREATED A DISASTER RELIEF FUND TO HELP EMPLOYEES AND THEIR FAMILY MEMBERS FROM LUTRON ELECTRONICS CO, INC., ITS SUBSIDIARIES AND AFFILIATES DIRECTLY AFFECTED BY NATURAL DISASTERS. | Description1Txt |
| Expenses1 | $497 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,599,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $535,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,134,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,134,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,042,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,867 | TotalTaxAmt |
| Distributable Before Adj | $296,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $296,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $296,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,035,603 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,035,603 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,867 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,029,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $516,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $468,058 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $443,373 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $451,360 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $461,853 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,341,334 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,035,603 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $739,352 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,080,686 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $516,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,563,996 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $468,058 | ExcessFromYear4Amt |
| Excess From Year3 | $443,373 | ExcessFromYear3Amt |
| Excess From Year2 | $451,360 | ExcessFromYear2Amt |
| Excess From Year1 | $461,853 | ExcessFromYear1Amt |
| Excess From Current Year | $739,352 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBURTIS COMMUNITY CENTER | ||||||
| 220 W 2ND ST | ALBURTIS | PA | 18011 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| ALBURTIS FIRE DEPARTMENT | ||||||
| 328 S MAIN ST | ALBURTIS | PA | 18011 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| ALLENTOWN ART MUSEUM | ||||||
| 31 NORTH 5TH STREET | ALLENTOWN | PA | 18101 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $6,500 |
| ALLENTOWN ARTS COMMISSION | ||||||
| 3000 PARKWAY BLVD | ALLENTOWN | PA | 18104 | GOV | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| ALLENTOWN SCHOOL DISTRICT FOUNDATION | ||||||
| PO BOX 328 | ALLENTOWN | PA | 18105 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $650 |
| ALLENTOWN SYMPHONY ASSOCIATION | ||||||
| 23 NORTH SIXTH STREET | ALLENTOWN | PA | 18101 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $4,300 |
| ALLIANCE HALL OF ALLENTOWN INC | ||||||
| 245 NORTH 6TH STREET | ALLENTOWN | PA | 18102 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| ARTQUEST | ||||||
| 25 WEST 3RD STREET SUITE 300 | BETHLEHEM | PA | 18015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $4,090 |
| ASIA SOCIETY | ||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100,000 |
| BACH CHOIR OF BETHLEHEM | ||||||
| 440 HECKEWELDER PL | BETHLEHEM | PA | 18018 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| BIG BROTHERS BIG SISTERS OF LEHIGH VALLEY | ||||||
| 41 S CARLISLE ST | ALLENTOWN | PA | 18109 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| BOROUGH OF COOPERSBURG | ||||||
| 5 N MAIN ST | COOPERSBURG | PA | 18036 | GOV | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $8,000 |
| BURN PREVENTION NETWORK | ||||||
| 236 N 17TH ST | ALLENTOWN | PA | 18104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| CARNEGIE MELLON UNIVERSITY - SPIRA AWARD | ||||||
| PO BOX 371525 | PITTSBURGH | PA | 152517525 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| CARNEGIE MELLON UNIVERSITY | ||||||
| PO BOX 371525 | PITTSBURGH | PA | 152517525 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| CITY OF ALLENTOWN | ||||||
| 3000 PARKWAY BLVD | ALLENTOWN | PA | 18104 | GOV | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 |
| COOPERSBURG HISTORICAL SOCIETY | ||||||
| PO BOX 51 | COOPERSBURG | PA | 18036 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| CYBERSONICS TECHNOLOGY TEAM 103 | ||||||
| 35 CHURCH HILL ROAD | KINTERSVILLE | PA | 18930 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,500 |
| DESALES UNIVERSITY | ||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $9,975 |
| EAST PENN SCHOOL DISTRICT EDUCATION FOUNDATION - EMMAUS HIGH SCHOOL ROBOTIC | ||||||
| 500 MACUNGIE AVENUE | EMMAUS | PA | 18049 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,500 |
| EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED | ||||||
| 250 SOUTH 16TH STREET | PHILADELPHIA | PA | 19102 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $50,000 |
| ELECTRI INTERNATIONAL | ||||||
| 3 BETHESDA METRO CENTER STE 1100 | BETHESDA | MD | 20814 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $10,000 |
| ELECTRICAL SAFETY FOUNDATION INTERNATIONAL INC | ||||||
| 1300 NORTH 17TH STREET SUITE 900 | ROSSLYN | VA | 22209 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 |
| FOX CHASE CANCER CENTER | ||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $40,000 |
| FRATERNAL ORDER OF POLICE PLANTATION | ||||||
| 7360 NW 5TH ST | PLANTATION | FL | 33317 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,000 |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA INC | ||||||
| PO BOX 309 | LAFAYETTE HILL | PA | 194440309 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $19,360 |
| GOOD SHEPHERD REHABILITATION NETWORK - FALL CLASSIC | ||||||
| 850 5TH STREET | ALLENTOWN | PA | 18103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,770 |
| GOOD SHEPHERD REHABILITATION NETWORK | ||||||
| 850 5TH STREET | ALLENTOWN | PA | 18103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $13,300 |
| HANOVER COUNTY | ||||||
| 9097 ALTEE STATION RD SUITE 304 | MECHANICSVILLE | VA | 23116 | GOV | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $4,000 |
| JEWISH COMMUNITY CENTER OF THE LEHIGH VALLEY | ||||||
| 702 N 22ND ST | ALLENTOWN | PA | 18104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | ||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 |
| LEHIGH UNIVERSITY - SPIRA AWARD | ||||||
| 19 MEMORIAL DR WEST | BETHLEHEM | PA | 180153085 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $6,000 |
| LEHIGH UNIVERSITY - ZOELLNER ARTS CENTER | ||||||
| 203 EAST PACKER AVENUE | BETHLEHEM | PA | 18015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $20,307 |
| LEHIGH VALLEY HEALTH NETWORK | ||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 18103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $339,100 |
| LOWER MACUNGIE FIRE DEPT | ||||||
| PO BOX 3002 | WESCOSVILLE | PA | 18106 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| MACUNGIE AMBULANCE CORPS | ||||||
| 5550 N WALNUT ST | MACUNGIE | PA | 18062 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| MAGGIE WALKER GOVERNOR'S SCHOOL ATHLETIC BOOSTERS CLUB | ||||||
| 1000 N LOMBARDY STREET | RICHMOND | VA | 23220 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| MANUFACTURER'S RESOURCE CENTER | ||||||
| 961 MARCON BLVD SUITE 200 | ALLENTOWN | PA | 18109 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| MINSI TRAILS COUNCIL #502 BOY SCOUTS OF AMERICA | ||||||
| PO BOX 20624 | LEHIGH VALLEY | PA | 180026240 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $27,320 |
| MIT INTERNATIONAL - SPIRA TEACHING AWARD | ||||||
| 77 MASSACHUSETTS AVENUE 7-206 | CAMBRIDGE | MA | 02139 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $8,000 |
| NATIONAL ASSOCIATION OF ELECTRICAL DISTRIBUTORS EDUCATION FOUNDATION | ||||||
| 1100 CORPORATE LAKE DR SUITE 100 | ST LOUIS | MO | 63132 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $10,000 |
| NATIONAL MUSEUM OF INDUSTRIAL HISTORY | ||||||
| 511 E 3RD ST SUITE 270 | BETHLEHEM | PA | 18015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $270 |
| OFFICER DAVID M PETZOLD MEMORIAL FOUNDATION | ||||||
| PO BOX 223 | CENTER VALLEY | PA | 18034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $608 |
| PBS 39 FOUNDATION CORPORATION | ||||||
| 839 SESAME STREET | BETHLEHEM | PA | 18015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $12,500 |
| PENN STATE UNIVERSITY - SPIRA AWARD | ||||||
| 104 ENGINEERING A BUILDING | UNIVERSITY PARK | PA | 16802 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $4,000 |
| PENN STATE UNIVERSITY | ||||||
| 104 ENGINEERING A BUILDING | UNIVERSITY PARK | PA | 16802 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 |
| PENNSYLVANIA COLLEGE OF TECHNOLOGY FOUNDATION INC | ||||||
| 1 COLLEGE AVENUE | WILLIAMSPORT | PA | 17701 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| PENNSYLVANIA PARTNERSHIP FOR CHILDREN | ||||||
| 200 N 3RD ST 13 FL | HARRISBURG | PA | 17101 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| PENNSYLVANIA SHAKESPEARE FESTIVAL | ||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,900 |
| SKILLS USA COUNCIL - ELMER GATES AWARD | ||||||
| 1601 UNION BLVD | ALLENTOWN | PA | 18109 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $840 |
| SKILLS USA COUNCIL | ||||||
| 1601 UNION BLVD | ALLENTOWN | PA | 18109 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| SOCIETY OF WOMEN ENGINEERS LEHIGH VALLEY SECTION | ||||||
| 5346 ANDREA DRIVE | ALLENTOWN | PA | 18106 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,000 |
| SOUTHERN LEHIGH EDUCATION FOUNDATION | ||||||
| 5775 MAIN STREET | CENTER VALLEY | PA | 18034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,300 |
| SOUTHERN LEHIGH INTERMEDIATE PARENT TEACHER GROUP | ||||||
| 5438 ROUTE 378 | BETHLEHEM | PA | 18015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| SOUTHERN LEHIGH PUBLIC LIBRARY | ||||||
| 3200 PRESTON LN | CENTER VALLEY | PA | 18034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 |
| ST JOHN'S UNITED CHURCH OF CHRIST | ||||||
| 538 THOMAS STREET | COOPERSBURG | PA | 18036 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| ST JOSEPH'S PREPARATORY SCHOOL | ||||||
| 1733 W GIRARD AVE | PHILADELPHIA | PA | 19130 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $250 |
| ST LUKE'S HEALTH NETWORK - CHARITY BALL | ||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $6,700 |
| ST LUKE'S HEALTH NETWORK | ||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $20,000 |
| STATE THEATRE CENTER FOR THE ARTS INC | ||||||
| 453 NORTHAMPTON STREET | EASTON | PA | 18042 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $12,561 |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC | ||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $9,460 |
| THE OHIO STATE UNIVERSITY - SPIRA TEACHING AWARD | ||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| TIM ROPER SCHOLARSHIP FUND | ||||||
| 164 EAST 1ST STREET | WIND GAP | PA | 18091 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $250 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $10,000 |
| UNITED SERVICE ORGANIZATIONS INC | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| UNITED WAY OF GREATER LEHIGH VALLEY | ||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $171,990 |
| UPPER MACUNGIE TOWNSHIP STATION #56 | ||||||
| 6510 SCHANTZ RD | ALLENTOWN | PA | 18104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $6,000 |
| UPPER SAUCON AMBULANCE CORPS | ||||||
| 5560 CAMP MEETING RD | CENTER VALLEY | PA | 18034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 |
| UPPER SAUCON TOWNSHIP | ||||||
| 5560 CAMP MEETING RD | CENTER VALLEY | PA | 18034 | GOV | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 |
| UPPER SAUCON VOLUNTEER FIRE DEPT | ||||||
| 4445 W HOPEWELL RD | CENTER VALLEY | PA | 18034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 |
| VALLEY YOUTH HOUSE COMMITTEE INC | ||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 |
| VIA OF THE LEHIGH VALLEY INC | ||||||
| 336 W SPRUCE STREET | BETHLEHEM | PA | 18018 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,027,301 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,099 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $477,631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $623,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $623,743 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTRON ELECTRONICS CO INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 SUTER ROAD | AddressLine1Txt |
| City | COOPERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,830 | Amt |
| Net Investment Income | $2,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,415 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE & CO | $19,662 | $19,046 |
| TOYOTA MOTOR CREDIT | $25,479 | $24,865 |
| IBM CORP | $34,976 | $26,107 |
| PEPSICO CAPITAL RESOURCES | $18,978 | $18,725 |
| PNC BANK NATIONAL ASSOCIATION | $15,197 | $14,868 |
| JOHN DEERE CAP | $33,188 | $30,571 |
| COCA COLA | $10,721 | $10,127 |
| AMERICAN HONDA FINANCE CORPORATION | $29,826 | $28,841 |
| INTEL CORP | $35,638 | $35,371 |
| COMCAST CABLE COMM HLDGS | $29,431 | $24,299 |
| HOME DEPOT INC | $21,027 | $20,450 |
| APPLE INC | $32,184 | $30,142 |
| AFLAC INCORPORATED | $20,756 | $19,984 |
| AMAZON COM | $21,172 | $20,470 |
| PEPSICO CAPITAL RESOURCES | $15,474 | $15,075 |
| APPLIED MATERIALS INC | $16,023 | $15,095 |
| THE PROCTER & GAMBLE CO | $19,900 | $19,152 |
| TIAA CREF HIGH YIELD FUND | $207,823 | $187,412 |
| BLACKROCK STRATEGIC INCOME OPP | $344,644 | $339,331 |
| TEMPLETON GLOBAL BOND FUND | $197,420 | $172,652 |
| BANK AMERICA CORP | $15,704 | $15,265 |
| PRUDENTIAL FINANCIAL INC | $16,012 | $15,272 |
| CITIBANK | $24,496 | $24,504 |
| CATERPILLAR FINANCIAL | $15,296 | $15,258 |
| BB&T CORPORATION | $19,882 | $19,823 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (116 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLENMEDE LARGE CAP GROWTH | $114,597 | $173,238 |
| ABBVIE INC COM | $24,979 | $19,913 |
| ACCENTURE PLC | $19,025 | $22,280 |
| AES CORP | $25,899 | $33,056 |
| AFLAC CORP | $25,073 | $26,015 |
| AKAMAI TECHNOLOGIES | $24,123 | $22,111 |
| ALLY FINANCIAL INC | $26,036 | $21,980 |
| ALPHABET INC CAP STK CL A | $25,842 | $22,989 |
| AMDOCS LTD | $14,561 | $22,905 |
| AMERIPRISE FINANCIAL INC | $21,550 | $17,012 |
| AMETEK INC | $24,050 | $23,627 |
| AMGEN | $7,501 | $25,696 |
| AMPHENOL CORP-CL A | $20,108 | $17,986 |
| ANTHEM INC | $12,286 | $29,940 |
| APPLIED MATERIALS INC | $14,816 | $11,033 |
| AT&T INC | $13,192 | $11,587 |
| BANK OF AMERICA CORP | $15,947 | $13,232 |
| BEST BUY CO. INC. | $21,899 | $19,966 |
| BIOGEN IDEC INC | $20,872 | $24,375 |
| BOEING CO | $24,064 | $22,575 |
| BOOKING HOLDINGS INC | $22,328 | $20,669 |
| CBRE GROUP INC | $21,715 | $24,064 |
| CELANSE CORP | $15,139 | $15,205 |
| CELGENE CORP | $19,040 | $22,111 |
| CENTENE CORP | $11,088 | $15,450 |
| CENTERPOINT ENERGY INC | $15,666 | $15,498 |
| CHEVRON CORP | $24,563 | $22,520 |
| CHURCH & DWIGHT INC DEL COM | $22,212 | $32,288 |
| CIGNA CORP | $5,086 | $8,357 |
| CISCO SYSTEMS | $13,516 | $29,724 |
| CITIZENS FINANCIAL GROUP INC | $13,854 | $16,768 |
| CME GROUP INC | $26,300 | $30,099 |
| COGNIZANT TECH SOLUTIONS CRP | $20,545 | $22,726 |
| COMCAST CORP- CL A | $27,408 | $24,550 |
| COMERICA INC | $20,877 | $20,951 |
| CVS CORP | $26,280 | $24,701 |
| DELTA AIR LINES INC | $12,553 | $12,076 |
| DTE ENERGY CO | $11,715 | $11,692 |
| EATON CORP PLC ORDINARY | $16,974 | $20,392 |
| ELI LILLY & CO. | $14,885 | $20,251 |
| EXELON CORPORATION | $25,282 | $30,307 |
| F5 NETWORKS INC | $23,293 | $30,138 |
| FACEBOOK INC-A | $26,284 | $20,974 |
| FIFTH THIRD BANK | $14,480 | $18,424 |
| GALLAGHER ARTHUR J & CO COM | $11,781 | $13,045 |
| GENERAL DYNAMICS CORP | $26,243 | $21,066 |
| GENERAL MILLS INC | $25,956 | $23,753 |
| GILEAD SCIENCES INC | $25,888 | $20,767 |
| HENRY SCHEIN INC | $25,346 | $21,986 |
| HOME DEPOT INC | $7,687 | $10,997 |
| HONEYWELL INTERNATIONAL INC | $15,697 | $21,403 |
| HUMANA INC | $12,142 | $15,183 |
| INGERSOLL-RAND PLC | $20,279 | $24,450 |
| INTEL CORP | $14,438 | $23,137 |
| INTERCONTINENTAL EXCHANGE GROUP | $25,018 | $26,290 |
| INTERNATIONAL BUSINESS MACHINES CORP | $12,315 | $11,481 |
| INTERNATIONAL PAPER CO | $25,292 | $21,835 |
| INTERPUBLIC GROUP COS | $25,327 | $22,280 |
| JPMORGAN CHASE & CO | $12,569 | $19,817 |
| KINDER MORGAN INC | $26,433 | $22,547 |
| KLA-TENCOR CORPORATION | $13,191 | $11,186 |
| KOHL'S | $23,447 | $25,740 |
| LAM RESEARCH CORP | $16,166 | $17,974 |
| LYONDELLBASELL INDUSTRIES NV | $12,086 | $11,892 |
| MARATHON PETROLEUM CORP | $19,238 | $29,859 |
| MCCORMICK & CO INC | $19,569 | $25,759 |
| MEDTRONIC PLC SHS | $20,895 | $19,647 |
| METLIFE INC | $22,702 | $20,160 |
| MICROSOFT CORP | $13,869 | $19,400 |
| MOLSON COORS BREWING CO | $24,943 | $21,509 |
| MONSTER BEVERAGE CORP NEW | $26,072 | $21,460 |
| NETAPP INC | $19,563 | $32,460 |
| NEWS CORP NEW CL A | $25,338 | $21,542 |
| NORWEGIAN CRUISE LINE HLDGS | $12,778 | $11,361 |
| OMNICOM GROUP | $25,175 | $27,319 |
| ORACLE GROP | $17,976 | $21,221 |
| PACKAGING CORP OF AMERICA | $12,467 | $10,766 |
| PARK HOTELS RESORTS INC | $25,304 | $21,615 |
| PAYPAL HOLDINGS INC | $3,173 | $36,663 |
| PFIZER INC | $24,403 | $29,769 |
| PG&E CORP | $12,399 | $6,080 |
| PHILLIPS 66 | $26,091 | $19,125 |
| PRINCIPAL FINANCIAL GROUP | $12,089 | $11,573 |
| PROCTER & GAMBLE CO | $12,994 | $14,431 |
| PROGRESSIVE CORP OHIO | $13,741 | $13,695 |
| RAYTHEON COMPANY | $24,364 | $22,389 |
| REGIONS FINANCIAL CORP | $12,962 | $9,032 |
| ROSS STORES INC | $19,913 | $24,877 |
| SERVICE CORP INTERNATIONAL | $26,103 | $23,914 |
| SIMON PROPERTY GROUP INC | $22,480 | $20,663 |
| SKYWORKS SOLUTIONS INC | $13,027 | $8,646 |
| SNAP ON INC | $25,430 | $23,392 |
| STARBUCKS CORP | $25,122 | $24,150 |
| STEEL DYNAMICS INC | $18,586 | $12,286 |
| SUNTRUST BANKS INC | $12,833 | $19,621 |
| TARGET CORP | $21,343 | $25,907 |
| TERADYNE INC | $12,973 | $9,257 |
| TEXAS INSTRUMENTS INC | $13,457 | $15,593 |
| UNITED THERAPEUTICS CORP | $6,803 | $11,108 |
| UNITEDHEALTH GROUP INC | $7,912 | $14,449 |
| UNUMPROVIDENT CORP | $16,811 | $15,571 |
| VALERO ENERGY CORP | $4,044 | $18,293 |
| VERIZON COMMUNICATIONS | $25,085 | $28,897 |
| VISA INC-CLASS A SHARES | $23,746 | $23,221 |
| VMWARE INC CLASS A | $13,394 | $32,500 |
| WALGREENS BOOTS ALLIANCE INC | $23,956 | $26,239 |
| WALT DISNEY CO | $23,561 | $25,768 |
| WASTE MANAGEMENT | $20,450 | $20,290 |
| WESTERN DIGITAL CORP | $27,041 | $16,710 |
| WESTROCK CO | $28,029 | $20,202 |
| WYNDHAM DESTINATIONS INC | $2,880 | $8,960 |
| GLENMEDE SMALL CAP ADV | $79,837 | $88,526 |
| ISHARES S&P SMALLCAP 600 | $100,323 | $119,230 |
| ISHARES CORE MSCI EMERGING MARKETS | $24,922 | $22,632 |
| ISHARES MSCI ACWI EX US INDX | $74,665 | $65,458 |
| WILLIAM BLAIR INTL GROWTH-I | $256,310 | $221,116 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $317,844 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $301,735 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLENMEDE QUANT US LONG/SHORT EQUITY | AT COST | $277,484 | $275,573 |
| VAN ECK GLOBAL HARD ASSETS-I | AT COST | $33,714 | $22,261 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,375 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $12,572 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN & MANAGEMENT FEES | $29,600 | $29,600 | $0 |
| BANK CHARGES | $116 | $116 | $0 |
| DISASTER RELIEF FUND EXPENSES | $497 | $0 | $497 |
| PA FILING FEES | $15 | $0 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $768 | $768 | $0 |
| FEDERAL TAXES | $5,740 | $0 | $0 |
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