TOPPER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201813129349100141
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T12:10:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 181012108 | 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 | 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 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2018-10-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2018-11-02 | 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 | 2018-11-08 | IPDt |
| IP Tm | 11:10:20 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 13AD1C078C49678B406934CE3114977A3A25E837 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13AD1C078C49678B406934CE3114977A3A25E837 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $14,115,048 | 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 | $4,845,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $134,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134,371 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $134,371 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,718 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,718 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $373,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,229 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$438,152 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$438,152 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,562,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,318 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$297,063 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $22,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,598 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,039,718 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,039,718 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,062,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,039,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,500,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,778 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $753,510 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $753,510 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,953,998 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,361,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,361,538 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,118,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,115,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,115,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,118,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,115,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,118,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,115,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,118,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,115,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,118,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,500,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,495,803 | OtherIncreasesAmt |
| Subtotal | $14,115,048 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,115,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,229 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $717,441 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,771,070 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $439,543 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,315,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060085 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $376,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,753,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100372 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $244,039 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.544872 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,614 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,939 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.235007 | DistributionYr5Rt |
| Total Distribution | 3.046293 | TotalDistributionRt |
| Average Distribution | 0.609259 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,783,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,397,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,398,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,039,718 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,414 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,414 | SubtotalAmt |
| Tax Based On Investment Income | $2,414 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $69 | EsPenaltyAmt |
| Tax Due | $2,483 | 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 | 1762 ARDEN LANE | 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 | 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 |
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 | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MAUREEN TOPPER | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | 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 | $13,499,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $493,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,993,377 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,993,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,783,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $689,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $689,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,414 | TotalTaxAmt |
| Distributable Before Adj | $686,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $686,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $686,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,039,718 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,039,718 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,039,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $686,760 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $109,159 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,768 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $189,861 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $381,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $875,862 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,039,718 | QualifyingDistributionsAmt |
| Applied To Current Year | $686,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $352,958 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,228,820 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $109,159 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,119,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,768 | ExcessFromYear4Amt |
| Excess From Year3 | $189,861 | ExcessFromYear3Amt |
| Excess From Year2 | $74,936 | ExcessFromYear2Amt |
| Excess From Year1 | $381,138 | ExcessFromYear1Amt |
| Excess From Current Year | $352,958 | 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 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSUMPTION BVM CHURCH | ||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $20,400 | |
| ALLENTOWN CENTRAL CATHOLIC HS | ||||||||
| 301 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $3,400 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1275 MAMORONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PAID | GENERAL CHARITABLE | $4,583 | |
| AUGUSTINIAN FUND | ||||||||
| 214 ASHWOOD ROAD | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $115,020 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PAID | GENERAL CHARITABLE | $10,000 | |
| BOY & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $1,800 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| COMMUNITY ACTION COMMITTEE | ||||||||
| 1337 E 5TH STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $3,000 | |
| DESALES UNIVERSITY | ||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $50,000 | |
| EASTERSEALS | ||||||||
| 1501 LEHIGH STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $2,500 | SUITE 201 |
| GIRL SCOUTS | ||||||||
| 3633 MORAVIAN AVENUE | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $500 | |
| GOOD SHEPHERD | ||||||||
| 850 SOUTH FIFTH STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $50,000 | |
| HEALEY EDUCATION FUND | ||||||||
| 2040 BRIGGS ROAD | MOUNT LAUREL | NJ | 08054 | NONE | PAID | GENERAL CHARITABLE | $17,500 | SUITE C |
| HISTORIC BETHLEHEM | ||||||||
| 74 WEST BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $60 | SUITE 260 |
| LEHIGH VALLEY HEALTH NETWORK | ||||||||
| PO BOX 689 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $40,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1525 VALLEY CENTER PKWY | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $600 | SUITE 180 |
| MARY KNOLL FATHER & BROTHERS | ||||||||
| 55 RYDER ROAD | OSSINING | NY | 10562 | NONE | PAID | GENERAL CHARITABLE | $300 | |
| MARY'S SHELTER OF LV | ||||||||
| 325 S 12TH ST | READING | PA | 19602 | NONE | PAID | GENERAL CHARITABLE | $12,380 | |
| MERCY SPECIAL LEARNING CENTER | ||||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $30,420 | |
| NABC FOUNDATION | ||||||||
| 1111 MAIN STREET | KANSAS CITY | MO | 64105 | NONE | PAID | GENERAL CHARITABLE | $12,500 | SUITE 1000 |
| NEW BETHANY MINISTRIES | ||||||||
| 333 WEST FOURTH STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $500 | |
| NJ GOLF FOUNDATION | ||||||||
| 811 RATTLESNAKE BRIDGE RD | BEDMINSTER TOWNSHIP | NJ | 07921 | NONE | PAID | GENERAL CHARITABLE | $700 | |
| PA HORTICULTURAL SOCIETY | ||||||||
| 100 N 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | PAID | GENERAL CHARITABLE | $500 | 5TH FLOOR |
| PBS | ||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PAID | GENERAL CHARITABLE | $500 | |
| ST ANNE'S RETIREMENT COMMUNITY | ||||||||
| 3952 COLUMBIA AVENUE | WEST HEMPFIELD TWSP | PA | 17512 | NONE | PAID | GENERAL CHARITABLE | $10,000 | |
| ST JOHNS CATHOLIC | ||||||||
| 924 N FRONT STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| ST LUKES | ||||||||
| 901 OSTRUM STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $50 | |
| ST MICHAELS THE ARCHANGEL SCHOOL | ||||||||
| 4121 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $200 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | NONE | PAID | GENERAL CHARITABLE | $5,045 | |
| SPECIAL OLYMPICS | ||||||||
| 2570 BLVD OF THE GENERALS | NORRISTOWN | PA | 19403 | NONE | PAID | GENERAL CHARITABLE | $5,000 | SUITE 124 |
| TRINITY HALL | ||||||||
| 101 CORREGIDOR ROAD | TINTON FALLS | NJ | 07724 | NONE | PAID | GENERAL CHARITABLE | $130,000 | |
| UNITED WAY OF THE GREATER LV | ||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $500,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $5,760 | |
| YWCA | ||||||||
| 3893 ADLER PLACE | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,039,718 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,371 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,718 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,871 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (13 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| THE BLACKSTONE GROUP | 14 | $30 |
| BUCKEYE PARTNERS | 14 | -$98,428 |
| SUNOCO LP | 14 | -$1,599 |
| CROSSAMERICA PARTNERS | 14 | $67,554 |
| CROSSAMERICA PARTNERS | 14 | |
| BLUEKNIGHT ENERGY PARTNERS | 14 | -$103,073 |
| DCP MIDSTREAM | 14 | -$36,904 |
| ENERGY TRANSFER PARTNERS | 14 | -$60,206 |
| ENTERPRISE PRODUCTS PARTNER | 14 | -$41,742 |
| ENLINK MIDSTREAM PARTNERS | 14 | -$55,644 |
| PBF LOGISTICS | 14 | -$4,164 |
| PLAINS ALL AMERICAN PIPELIN | 14 | -$88,609 |
| TALLGRASS ENERGY PARTNERS | 14 | -$15,367 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$282,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$282,192 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA DUNNE TOPPER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON STREET | AddressLine1Txt |
| Address Line2 | SUITE 500 | AddressLine2Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,845,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100,000 SHARES CST BRANDS SHARES | NoncashPropertyDesc |
| Fair Market Value | $4,845,000 | FairMarketValueAmt |
| Received | 2017-06-19 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| RBC 1099-B | 2017-01 | PURCHASE | 2017-12 | $6,193 | $6,193 | |
| RBC 1099-B | 2017-01 | PURCHASE | 2017-12 | $4,646 | -$60 | $4,706 |
| RBC 1099-B | 2017-01 | PURCHASE | 2017-12 | $30,156 | $6,174 | $23,982 |
| RBC 1099-B | 2017-01 | PURCHASE | 2017-12 | $52,049 | -$5,961 | $58,010 |
| RBC 1099-B | 2017-01 | PURCHASE | 2017-12 | $24,987 | $3,313 | $21,674 |
| M.L. 47 1099-B | 2016-01 | PURCHASE | 2017-04 | $252,969 | $2,983 | $249,986 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INVESTMENTS | $13,361,538 | $13,361,538 |
| OTHER INVESTMENT | ||
| PDT TRUST CONTRIBUTION |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| THE BLACKSTONE GROUP | $30 | $30 |
| BUCKEYE PARTNERS | -$98,428 | -$98,428 |
| SUNOCO LP | -$1,599 | -$1,599 |
| CROSSAMERICA PARTNERS | $67,554 | $67,554 |
| BLUEKNIGHT ENERGY PARTNERS | -$103,073 | -$103,073 |
| DCP MIDSTREAM | -$36,904 | -$36,904 |
| ENERGY TRANSFER PARTNERS | -$60,206 | -$60,206 |
| ENTERPRISE PRODUCTS PARTNERS | -$41,742 | -$41,742 |
| ENLINK MIDSTREAM PARTNERS | -$55,644 | -$55,644 |
| PBF LOGISTICS | -$4,164 | -$4,164 |
| PLAINS ALL AMERICAN PIPELINE | -$88,609 | -$88,609 |
| TALLGRASS ENERGY PARTNERS | -$15,367 | -$15,367 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENTS | Desc |
| Amt | $1,495,803 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MERRILL LYNCH 59 | $407 | $407 |
| MERRILL LYNCH 09 | $19,133 | $19,133 |
| MORGAN STANLEY 38482 FEES | $1,166 | $1,166 |
| RBC CAPITAL MARKETS, LLC | $360 | $360 |
| INVESTMENT ADVISORY FEES | $407 | $407 |
| ACCOUNTANT | $1,125 | $1,125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RBC FT | $23 | $23 |
| MORGAN STANLEY 38482 FT | ||
| BUCKEYE K-1 | ||
| TAXES |