WEILER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WEILER FAMILY FOUNDATION INC (EIN 23-2962255)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201801359349101010
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:54:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7535 WINDSOR DRIVE | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181951014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232962255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEILER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIL | BusinessNameControlTxt |
| Phone | 5705957495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL WEILER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5705957495 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON C BARNES CPA | PreparerPersonNm |
| PTIN | P00583708 | PTIN |
| Phone | 6103368180 | PhoneNum |
| Preparation | 2018-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,786,603 | 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 | $223,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,944 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $423,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,791 | 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 |
| Taxes Rev And Expnss | $5,039 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,319 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,653 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,942 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,049 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,893 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $284,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,423 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,439 | CashBOYAmt |
| Cash EOY | $54,819 | CashEOYAmt |
| Cash EOYFMV | $54,819 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $112,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,958 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,453,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,451,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,510,697 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $200,075 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,946 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $127,782 | LandBOYAmt |
| Land EOY | $121,129 | LandEOYAmt |
| Land EOYFMV | $121,129 | LandEOYFMVAmt |
| Total Assets BOY | $3,705,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,727,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,786,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,705,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,727,706 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,705,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,727,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,705,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,727,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,705,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,814,759 | SubtotalAmt |
| Other Decreases | $87,053 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,727,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK & TRUST COMPANY - PUBLICLY TRADED SECURITIES | 2015-01-01 | 2017-12-31 | $94,968 | $76,485 | $18,483 | $18,483 | |
| CHARLES SCHWAB 2165 - PUBLICLY TRADED SECURITIES | 2015-01-01 | 2017-12-31 | $152,854 | $145,130 | $7,724 | $7,724 | |
| PLAINS ALL AMERICAN PIPELINE LP 76-0582150 | 2014-01-01 | 2017-12-31 | $2 | -$2 | -$2 | P | |
| CAPITAL GAINS DIVIDENDS | $26,739 | $26,739 | $26,739 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,944 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,964,172 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $259,461 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,645,545 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $366,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,271,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $378,402 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,585,612 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $350,103 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,526,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138581 | DistributionYr5Rt |
| Total Distribution | 0.446977 | TotalDistributionRt |
| Average Distribution | 0.089395 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,125,630 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $547,601 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,794 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $549,395 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $284,319 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,588 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,588 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,010 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,010 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,590 | TaxDueAmt |
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 | Yes (1) | 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 | KARL M WEILER DIRECTOR | IndividualWithBooksNm |
| Phone | 5705957495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| KARL M WEILER | ||||||||
| 18 WEST SNAPPER POINT DRIVE | KEY LARGO | FL | 33037 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN WEILER | ||||||||
| 18 WEST SNAPPER POINT DRIVE | KEY LARGO | FL | 33037 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| RICHARD KWEILER | ||||||||
| 1712 TALBOT RIDGE STREET | WAKE FOREST | NC | 27587 | SECRETARY | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER WEILER | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES WEILER | ||||||||
| 409 PROSPECT AVENUE | BETHLEHEM | PA | 18018 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER O'HARA | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 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 | N/A | Description1Txt |
| Expenses1 | $0 | 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 | $6,094,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,218,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,218,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,125,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,588 | TotalTaxAmt |
| Distributable Before Adj | $302,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $302,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $302,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $284,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $284,319 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $284,319 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $225,645 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $201,117 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,135 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $671,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $284,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $284,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,375 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,375 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $653,608 | 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 | $207,270 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $446,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $201,117 | ExcessFromYear4Amt |
| Excess From Year3 | $157,355 | ExcessFromYear3Amt |
| Excess From Year2 | $29,135 | ExcessFromYear2Amt |
| Excess From Year1 | $58,731 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL M WEILER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | NONE | PUBLIC | CHARITABLE | $10,000 |
| BARRETT FRIENDLY LIBRARY | |||||||
| 6500 ROUTE 191 | CRESCO | PA | 18326 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BARRETT TOWNSHIP | |||||||
| 993 ROUTE 390 | CRESCO | PA | 18326 | NONE | PUBLIC | CHARITABLE | $20,000 |
| BUCKHILL CONSERVATION FOUNDATION | |||||||
| PO BOX 350 | BUCK HILL FALLS | PA | 18323 | NONE | PUBLIC | CHARITABLE | $10,000 |
| HOFSTRA UNIVERSITY | |||||||
| 101 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 115491010 | NONE | PUBLIC | CHARITABLE | $20,000 |
| NORTHAMPTON COMMUNITY COLLEGE FOUNDATION | |||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PUBLIC | CHARITABLE | $50,000 |
| OCEAN REEF MEDICAL CENTER FOUNDATION | |||||||
| 50 BARRACUDA LN | KEY LARGO | FL | 33037 | NONE | PUBLIC | CHARITABLE | $10,000 |
| POCONO HEALTH FOUNDATION | |||||||
| 206 EAST BROWN STREET | EAST STROUDSBURG | PA | 18301 | NONE | PUBLIC | CHARITABLE | $71,426 |
| THE FRIENDLY COMMUNITY CENTER | |||||||
| 131 SKI HAVEN DRIVE | CRESCO | PA | 18326 | NONE | PUBLIC | CHARITABLE | $5,000 |
| RAVENSCROFT SCHOOL | |||||||
| 7409 FALLS OF NEUSE ROAD | RALEIGH | NC | 27615 | NONE | PUBLIC | CHARITABLE | $25,000 |
| MORAVIAN ACADEMY | |||||||
| 7 EAST MARKET STREET | BETHLEHEM | PA | 180185900 | NONE | PUBLIC | CHARITABLE | $50,000 |
| ORCAT | |||||||
| 97 SOUTH HARBOR DRIVE | KEY LARGO | FL | 33037 | NONE | PUBLIC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,426 | 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 | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,791 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | CHARITABLE GIVING |
| 2 | CHARITABLE GIVING |
| 3 | CHARITABLE GIVING |
| 4 | CHARITABLE GIVING |
| 5 | CHARITABLE GIVING |
| 6 | CHARITABLE GIVING |
| 7 | CHARITABLE GIVING |
| 8 | CHARITABLE GIVING |
| 9 | CHARITABLE GIVING |
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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KARL AND ANN WEILER | |||||||
| 1 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $10,000 | Yes (X) | |
| KARL AND ANN WEILER | |||||||
| 2 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $50,000 | Yes (X) | |
| ANN WEILER | |||||||
| 3 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $11,388 | Yes (X) | |
| KARL AND ANN WEILER | |||||||
| 4 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $50,000 | Yes (X) | |
| KARL AND ANN WEILER | |||||||
| 5 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $19,748 | Yes (X) | |
| KARL AND ANN WEILER | |||||||
| 6 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $32,526 | Yes (X) | |
| KARL AND ANN WEILER | |||||||
| 7 | 18 WEST SNAPPER DRIVE | KEY LARGO | FL | 33037 | $50,238 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 5 | 200 SHARES OF AMERICAN EXPRESS CO | $19,748 | 2017-12-22 |
| 6 | 900 SHARES OF PFIZER INCORPORATED | $32,526 | 2017-12-22 |
| 7 | 300 SHARES OF STANLEY BLACK & DECK | $50,238 | 2017-12-22 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | 2005-10-24 | $63,172 | $18,157 | SL | 39.000000000000 | $1,620 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2006-06-09 | $19,894 | $5,376 | SL | 39.000000000000 | $510 | $0 |
| PAVING OF PARKING LOT | 2006-12-14 | $45,588 | $32,466 | 150DB | 15.000000000000 | $2,692 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-10-01 | $5,669 | $1,190 | SL | 39.000000000000 | $145 | $0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-01-22 | $65,752 | $15,104 | SL | 39.000000000000 | $1,686 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $39,647 | $117,685 |
| ALTRIA GROUP INC | $91,874 | $249,935 |
| AMERICAN EXPRESS COMPANY | $14,480 | $119,172 |
| BANK OF AMERICA CORPORATION | $31,607 | $88,560 |
| BANK OF NY MELLON CP NEW | $110,545 | $172,352 |
| BRISTOL-MYERS SQUIBB CO | $5,468 | $18,384 |
| CAPITAL WORLD GRW&INCM CL F-2 | $109,398 | $117,679 |
| CAUSEWAY INTERNATIONAL VALUE | $172,720 | $184,313 |
| CHEVRON CORPORATION | $103,778 | $262,899 |
| CIGNA CORP | $5,787 | $203,090 |
| CINTAS CORP | $29,271 | $155,830 |
| CONSOLIDATED EDISON INC | $45,629 | $84,950 |
| CORNING INC | $85,665 | $159,950 |
| DFA 2-YR GLBL FIXED INC PORT | $41,235 | $41,000 |
| DFA EMERGING MARKETS CORE EQUITY PORTFOLIO | $83,891 | $106,041 |
| DFA U.S. CORE EQUITY 1 PORTFOLIO INST. | $149,033 | $194,555 |
| DIAMOND HILL LARGE CAP FD-1 | $153,584 | $179,710 |
| DOMINION RES INC VA NEW | $43,635 | $81,060 |
| DOWDUPONT | $302,163 | $575,529 |
| ENBRIDGE | $110,171 | $153,937 |
| F M C CORP | $38,944 | $94,660 |
| FIDELITY CONCORD STR SPRTN US EQIDX | $135,770 | $181,736 |
| HARTFORD MUT FDS INC INTL | $156,948 | $181,160 |
| INGREDION INC. | $1,485 | $34,950 |
| ISHARES MSCI ACW | $26,190 | $36,261 |
| JOHNSON & JOHNSON | $77,960 | $433,132 |
| KRAFT HEINZ COMPANY | $54,884 | $116,640 |
| MC CORMICK & CO INC N-VT | $87,980 | $152,865 |
| MERCK AND CO INC | $37,538 | $56,270 |
| MONDELEZ INTL INC CL A | $51,842 | $128,400 |
| NEW PERSPECTIVE FD INC SHS CL F-2 | $105,338 | $117,509 |
| OLIN CORP | $31,063 | $53,370 |
| ONE GAS INC. | $7,871 | $109,890 |
| ONEOK INC. | $11,251 | $53,450 |
| PENTAIR PLC | $66,542 | $70,620 |
| PEPSICO INCORPORATED | $101,241 | $155,896 |
| PFIZER INCORPORATED | $11,516 | $68,818 |
| PHILIP MORRIS INTL INC | $133,850 | $211,300 |
| PPL CORPORATION | $45,151 | $46,425 |
| PRAXAIR INC | $12,316 | $232,020 |
| S&P GLOBAL INC. | $53,626 | $169,400 |
| TRONX INCORPORATED | $46 | $46 |
| VANGUARD TOT BD MKT IDX-ADM | $338,643 | $337,945 |
| WELLS FARGO BANK | $48,622 | $60,670 |
| WESTERN ASSET SHRT-TRM BD-IS | $42,988 | $42,747 |
| WILLIAM BLAIR EMERG MKTS SM CP GR INSL | $35,234 | $39,739 |
| ZIMMER BIOMET HOLDINGS INC | $554 | $7,240 |
| STANLEY BLACK & DECK | $6,826 | $50,907 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | $63,172 | $19,777 | $43,395 | $43,395 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $19,894 | $5,886 | $14,008 | $14,008 |
| PAVING OF PARKING LOT | $45,588 | $35,158 | $10,430 | $10,430 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $5,669 | $1,335 | $4,334 | $4,334 |
| CRESCO RAILROAD STATION IMPROVEMENTS | $65,752 | $16,790 | $48,962 | $48,962 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED UNREALIZED GAINS | Desc |
| Amt | $87,053 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $787 | $0 | $787 |
| UTILITIES | $973 | $0 | $973 |
| CHARLES SCHWAB INVESTMENT FEES | $50 | $0 | $50 |
| PA CHARITY REG FEE | $15 | $15 | $0 |
| BANK SERVICE CHARGE | $51 | $0 | $51 |
| SECURITY SYSTEM MONITORING | $549 | $0 | $549 |
| SAGEWORTH INVESTMENT FEES | $15,757 | $15,757 | $0 |
| OTHER EXPENSES | $483 | $0 | $483 |
| LOSS FROM PLAINS ALL AMERICAN PIPELINE LP 76-0582150 | $2,277 | $2,277 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE FORM 990 SCHEDULE B PART I FOR | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,319 | $2,319 | $0 |
| FEDERAL EXCISE TAXES PAID | $2,720 | $0 | $0 |
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