TOPPER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349102325
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:10:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200523820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPP | BusinessNameControlTxt |
| Phone | 6107913800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON STREET SUITE 500 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $3,055,573 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $281,508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $281,508 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $281,508 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $87,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,587 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,587 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,079 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $245,167 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $245,167 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,808,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $369,095 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $614,262 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,838 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,838 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $44,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,144 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,453 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,423,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,423,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,485,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,423,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,322,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $614,262 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $16,922,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,528,939 | CorporateStockEOYAmt |
| Total Assets BOY | $16,922,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,528,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,922,039 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,528,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,922,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,528,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,922,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,528,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,922,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,322,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,284,037 | OtherIncreasesAmt |
| Subtotal | $19,528,939 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,528,939 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,263 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,263 | SubtotalAmt |
| Tax Based On Investment Income | $4,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $82 | EsPenaltyAmt |
| Tax Due | $1,245 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH V TOPPER JR | IndividualWithBooksNm |
| Phone | 6107913800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST STE 500 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH V TOPPER JR | ||||||||
| 645 HAMILTON ST STE 500 | ALLENTOWN | PA | 18101 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MAUREEN TOPPER | ||||||||
| 645 HAMILTON ST STE 500 | ALLENTOWN | PA | 18101 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,863,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,863,100 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,863,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,625,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $781,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $781,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,263 | TotalTaxAmt |
| Distributable Before Adj | $776,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $776,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $776,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,423,526 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,423,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $776,995 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,383,945 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,926,218 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,040,026 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $681,869 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,061,257 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,093,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,423,526 | QualifyingDistributionsAmt |
| Applied To Current Year | $776,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,646,531 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,739,846 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,383,945 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,355,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,926,218 | ExcessFromYear4Amt |
| Excess From Year3 | $1,040,026 | ExcessFromYear3Amt |
| Excess From Year2 | $681,869 | ExcessFromYear2Amt |
| Excess From Year1 | $1,061,257 | ExcessFromYear1Amt |
| Excess From Current Year | $1,646,531 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH V TOPPER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST STE 500 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107913800 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCHS | ||||||||
| 301 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PAID | GENERAL CHARITABLE | $830 | |
| ASSUMPTION BVM CHURCH | ||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $2,400 | |
| ASSUMPTION CHURCH | ||||||||
| 4101 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $27,500 | |
| AUGUSTINIAN FUND | ||||||||
| 214 ASHWOOD ROAD | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $6,500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 41 S CARLISLE STREET | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| BOB PRICE MEMORIAL | ||||||||
| VARIOUS | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| BOY & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| CATHOLIC PSYCHOTHERAPY ASSOCIATION | ||||||||
| 7251 W 20TH ST M2 | GREELWY | CO | 80634 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| CAY GALGON LIFE HOUSE | ||||||||
| 714 W BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $10,000 | |
| DIOCESE OF ALLENTOWN | ||||||||
| 1515 MARTIN LUTHER KING | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $250 | JR DRIVE |
| EVERY MOTHER | ||||||||
| 32 DEVOE STREET | BROOKLYN | NY | 11211 | NONE | PAID | GENERAL CHARITABLE | $2,500 | |
| FRIENDS SCHOOL | ||||||||
| 1018 W BROAD STREET | QUAKERTOWN | PA | 18951 | NONE | PAID | GENERAL CHARITABLE | $12,000 | |
| GOOD SHEPHERD | ||||||||
| 3200 CENTER VALLEY PKWY | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $5,250 | |
| HEALTH NETWORK FOUNDATION | ||||||||
| 3550 LANDER RD | CLEVLAND | OH | 44124 | NONE | PAID | GENERAL CHARITABLE | $10,000 | SUITE 225 |
| HOLY FAMILY HOME | ||||||||
| 1200 SPRING STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| LEHIGH VALLEY HOSPITAL | ||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $41,702 | |
| LIVE VERTICAL MINISTRY | ||||||||
| 110A BALTIMORE PIKE | SPRINGFIELD | PA | 19064 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| PAULIST FATHERS | ||||||||
| 415 WEST 59TH ST | NEW YORK | NY | 10019 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| PAYPAL GIVING FUND | ||||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PAID | GENERAL PURPOSE | $5,000 | SUITE 1202 |
| PROVINCE OF OUR MOTHER | ||||||||
| 1016 S LONGWOOD DRIVE | CHICAGO | IL | 60643 | NONE | PAID | GENERAL CHARITABLE | $325,000 | |
| RED CROSS | ||||||||
| 3939 BROADWAY | ALLENTOWN | PA | 18104 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| REGINA ANGELORUM ACADEMY | ||||||||
| 105 ARGYLE RD | ARDMORE | PA | 19003 | NONE | PAID | GENERAL CHARITABLE | $29,000 | |
| ROOM AT THE INN | ||||||||
| 3415 BRIDGELAND DRIVE | BRIDGETON | MO | 63044 | NONE | PAID | GENERAL CHARITABLE | $5,010 | |
| SAINT ANNE SCHOOL | ||||||||
| 375 HICKORY STREET | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $8,500 | |
| SCHOOL OF ANGELS | ||||||||
| 221 SOTH EASTMAN AVE | LAS ANGELES | CA | 900632423 | NONE | PAID | GENERAL CHARITABLE | $45,000 | |
| SECOND ROUND FOUNDATION | ||||||||
| 157 BRIDGETON PIKE | MULLICA HILL | NJ | 08062 | NONE | PAID | GENERAL CHARITABLE | $12,000 | |
| ST BALDRICKS FOUNDATION | ||||||||
| 1333 S MAYFLOWER AVE | MONROVIA | CA | 91016 | NONE | PAID | GENERAL CHARITABLE | $500 | |
| ST FRANCIS SCHOOL | ||||||||
| 668 PINE STREET | BALLY | PA | 19503 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 98 SKY MANOR ROAD | PITTSTOWN | NJ | 08867 | NONE | PAID | GENERAL CHARITABLE | $2,500 | |
| ST MICHAEL THE ARCHANGELS | ||||||||
| 130 LEVITTOWN PKWY | LEVITTOWN | PA | 19054 | NONE | PAID | GENERAL CHARITABLE | $74,000 | |
| STAR COMMUNITY HEALTH | ||||||||
| 450 W CHEW STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $15,000 | |
| THE AGNES IRWIN SCHOOL | ||||||||
| 275 S ITHAN AVE | MAWR | PA | 19010 | NONE | PAID | GENERAL CHARITABLE | $2,584 | |
| THE SCHOOL SISTERS OF ST FRANCIS | ||||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 53215 | NONE | PAID | GENERAL CHARITABLE | $560,000 | |
| TRINITY HALL | ||||||||
| 101 CORREGIDOR RD | TINTON FALLS | NJ | 07724 | NONE | PAID | GENERAL CHARITABLE | $50,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PAID | GENERAL PURPOSE | $12,000 | |
| UNITED WAY OF THE GREATER LV | ||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $960,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $142,500 | |
| WOLF PERFORMING ARTS CENTER | ||||||||
| 1240 MONTROSE AVE | BRYN MAWR | PA | 19010 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| VALLEY YOUTH HOUSE | ||||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,423,526 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,508 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,179 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CROSSAMERICA PARTNERS | 14 | $331,046 |
| ENERGY TRANSFER LP | 14 | -$7,610 |
| ENTERPRISE PRODUCTS PARTNER | 14 | $1,332 |
| KING STREET GLOBAL | 14 | -$49,992 |
| PLAINS ALL AMERICAN PIPELIN | 14 | -$21,309 |
| SUNOCO LP | 14 | -$8,300 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $649,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,179 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $753,251 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ROBERT WISS | |||||||
| 1 | 5100 N HIGHWAY A1A F68 | VERO BEACH | FL | 32963 | $5,000 | Yes (X) | |
| SILVAN LUTKEWITTE | |||||||
| 7 | PO BOX 598 | OCEAN CITY | NJ | 08226 | $8,250 | Yes (X) | |
| DAVIS FAMILY FOUNDATION | |||||||
| 2 | 645 HAMILTON STREET | ALLENTOWN | PA | 18101 | $1,000,000 | Yes (X) | SUITE 500 |
| BRENDAN SCANLON | |||||||
| 3 | 1944 SAUCON DALE CIRCLE | BETHLEHEM | PA | 18015 | $5,000 | Yes (X) | |
| ROBERT SACKS | |||||||
| 4 | 53 GALWAY DRIVE | MENDHAM | NJ | 07945 | $5,000 | Yes (X) | |
| JOSEPH MAUREEN TOPPER | |||||||
| 5 | 645 HAMILTON STREET | ALLENTOWN | PA | 18101 | $350,000 | Yes (X) | SUITE 500 |
| MMSCCII | |||||||
| 6 | 645 HAMILTON ST | ALLENTOWN | PA | 18101 | $1,650,000 | Yes (X) | SUITE 500 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $6,838 | Amt |
| Net Investment Income | $6,838 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| ENTERPRISE | 2021-01 | PURCHASE | 2024-01 | $84 | $84 | |
| KING STREET GLOBAL | 2024-01 | PURCHASE | 2024-01 | $129,301 | $129,301 | |
| KING STREET GLOBAL | 2021-01 | PURCHASE | 2024-01 | -$93,860 | $93,860 | |
| RAYJAMES D534 | 2021-01 | PURCHASE | 2024-01 | $3 | -$4 | $7 |
| ENERGY TRANSFER | 2021-01 | PURCHASE | 2024-01 | $46 | $46 | |
| ENERGY TRANSFER | 2021-01 | PURCHASE | 2024-01 | -$74 | $74 | |
| PLAINS ALL AMERICAN PIPELINE | 2021-01 | PURCHASE | 2024-01 | -$1,149 | $1,149 | |
| SUNOCO LP | 2021-01 | PURCHASE | 2024-01 | $311 | $311 | |
| SUNOCO LP | 2021-01 | PURCHASE | 2024-01 | $155 | $155 | |
| CROSS AMERICA PARTNERS | 2022-01 | PURCHASE | 2024-01 | $104,179 | $104,179 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $19,528,939 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $11,423 | $11,423 |
| MISC | $30 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CROSSAMERICA PARTNERS | $331,046 | $331,046 |
| ENERGY TRANSFER LP | -$7,610 | -$7,610 |
| ENTERPRISE PRODUCTS PARTNERS | $1,332 | $1,332 |
| KING STREET GLOBAL | -$49,992 | -$49,992 |
| PLAINS ALL AMERICAN PIPELINE | -$21,309 | -$21,309 |
| SUNOCO LP | -$8,300 | -$8,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INCREASE | Desc |
| Amt | $1,284,037 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISC | $28 | $28 |
| RAYMOND JAMES 4687 | $35,824 | $35,824 |
| OTHER | $8,292 | $8,292 |
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