MMZ FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MMZ FOUNDATION (EIN 46-1541252)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349100709
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T07:39:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461541252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MMZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MMZF | BusinessNameControlTxt |
| Phone | 6106945930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 STONE STACK DRIVE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDRIA M ZAIA | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6106945930 | PhoneNum |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L BUCK | PreparerPersonNm |
| PTIN | P01068409 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 07:39:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B0F08C89CD484C0E75ECE2542C7B914AA204D88F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BFB971736EAE72647A5980EF9E52F1B5013FA7F5 | 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 | $228,387 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$118,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,724 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$104,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,819 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,860 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $263 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $263 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,956 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $978 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $978 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $190 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,226 | CashBOYAmt |
| Cash EOY | $10,837 | CashEOYAmt |
| Cash EOYFMV | $10,837 | CashEOYFMVAmt |
| Corporate Stock BOY | $397,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $241,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $217,550 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $399,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $251,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $228,387 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $90 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $90 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $90 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $399,704 | UnrestrictedBOYAmt |
| Unrestricted EOY | $251,749 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $399,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $251,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $399,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $251,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $399,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,955 | ExcessRevenueOverExpensesAmt |
| Subtotal | $251,749 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $251,749 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,633 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $482,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.287177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,678 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $512,730 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081286 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,623 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $468,497 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090978 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,557 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $465,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $459,371 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087446 | DistributionYr5Rt |
| Total Distribution | 0.629748 | TotalDistributionRt |
| Average Distribution | 0.125950 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $305,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,591 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,461 | 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 | $128 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $128 | SubtotalAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $128 | 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 | ANDRIA M ZAIA | IndividualWithBooksNm |
| Phone | 6106945930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2535 BLACK RIVER RD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| J MICHAEL ZAIA | ||||||||
| 1033 STONE STACK DR | BETHLEHEM | PA | 18015 | VP & DIRECTO | 2.00 | $0 | $0 | $0 |
| ANTHONY M ZAIA | ||||||||
| 41595 DEANNA RANCH ROAD | MURRIETA | CA | 92562 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH A ZAIA | ||||||||
| 4 STUART DRIVE | DOVER | DE | 19901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDRIA M ZAIA | ||||||||
| 2535 BLACK RIVER ROAD | BETHLEHEM | PA | 18015 | PRESIDENT/TR | 12.00 | $2,860 | $0 | $0 |
| MICHAEL J ZAIA | ||||||||
| 44210 WEBSTER ST | CANTON | MI | 48187 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIE ZAIA | ||||||||
| 1033 STONE STACK DRIVE | BETHLEHEM | PA | 18105 | SECRETARY & | 2.00 | $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 | $303,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $310,034 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $310,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $305,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $15,141 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,141 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,141 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,461 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,461 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $128 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,333 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,141 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,576 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,405 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $182,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,461 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,320 | RemainingDistriFromCorpusAmt |
| Total Corpus | $207,197 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,655 | ExcessFromYear4Amt |
| Excess From Year3 | $19,576 | ExcessFromYear3Amt |
| Excess From Year2 | $16,405 | ExcessFromYear2Amt |
| Excess From Year1 | $114,876 | ExcessFromYear1Amt |
| Excess From Current Year | $24,320 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JUDITH ADELE AGENTIS CHARITABLE | ||||||
| FOUNDATION | PO BOX 22075 | LEHIGH VALLEY | PA | 18002 | TO BENEFIT THE CHARITY'S PURPOSE | $250 |
| BURN PREVENTION FOUNDATION | ||||||
| 236 N 17TH ST FLOOR 2 | ALLENTOWN | PA | 18104 | TO BENEFIT THE CHARITY'S PURPOSE | $15,000 | |
| SCHOOL SISTERS OF SAINT FRANCIS | ||||||
| MONOCACY FARM PROJECT | 934 FOREST AVENUE | PITTSBURGH | PA | 15202 | TO BENEFIT THE CHARITY'S PURPOSE | $500 |
| SHANTHI PROJECT | ||||||
| PO BOX 3716 | EASTON | PA | 18045 | TO BENEFIT THE CHARITY'S PURPOSE | $1,000 | |
| ALLENTOWN CENTRAL CATHOLIC HS | ||||||
| 301 N 4TH ST | ALLENTOWN | PA | 18102 | TO BENEFIT THE CHARITY'S PURPOSE | $7,300 | |
| ALLENTOWN SYMPHONY ASSOCIATION | ||||||
| 23 N 6TH ST | ALLENTOWN | PA | 18101 | TO BENEFIT THE CHARITY'S PURPOSE | $1,900 | |
| CHILDRENS HOME OF EASTON | ||||||
| 2000 S 25TH ST | EASTON | PA | 18042 | TO BENEFIT THE CHARITY'S PURPOSE | $6,250 | |
| ROTARY CLUB OF SAUCON | ||||||
| 110 LINDEN AVE | HELLERTOWN | PA | 18055 | TO BENEFIT THE CHARITY'S PURPOSE | $1,020 | |
| NATIONAL MUSEUM OF INDUSTRIAL HIST | ||||||
| 511 E THIRD ST STE 270 | BETHLEHEM | PA | 18015 | TO BENEFIT THE CHARITY'S PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,220 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$118,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$104,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$104,466 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP. | CategoryTxt |
| Amt | $1,956 | Amt |
| Net Investment Income | $978 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $978 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| GENERAL ELECTRIC | 2011-04 | PURCHASE | 2018-11 | $36,065 | $80,285 | -$44,220 |
| GENERAL ELECTRIC | 2010-05 | PURCHASE | 2018-11 | $38,709 | $121,430 | -$82,721 |
| VERIZON | 2010-07 | PURCHASE | 2018-01 | $50,950 | $42,294 | $8,656 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 454 APPLE | $87,443 | $71,614 |
| 3242 AT&T INC. | $111,265 | $92,527 |
| VERIZON COMMUNICATIONS INC. | $42,294 | $53,409 |
| 9330 GE COMPANY |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL W/H LIABILITY | Desc |
| BOY Book Value | $90 | BOYBookValueAmt |
| EOY Book Value | $90 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $190 | Amt |
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