The Leo and Peggy Pierce Family Foundation: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- The Leo and Peggy Pierce Family Foundation (EIN 59-7109847)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349104666
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Dissolution Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T17:49:38-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597109847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leo and Peggy Pierce Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CONSTANCE BUCKLEY | InCareOfNm |
| Business Name Control | LEOA | BusinessNameControlTxt |
| Phone | 6108963868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 East Lancaster Avenue Suite 102 | AddressLine1Txt |
| City | Ardmore | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANCE BUCKLEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2155614200 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Jackson | PreparerPersonNm |
| PTIN | P00236684 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.69.39.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320173195000079 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8DE9D8AA47DC1C57671ED4B17FA1CD4AD31DC25B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DE9D8AA47DC1C57671ED4B17FA1CD4AD31DC25B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| 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 | $150,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$72,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,197,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$46,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$28,311 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $110,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $381 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $76 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $305 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $176,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,143 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $131,614 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $621 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,843 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,843 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,832 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,979 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $167,741 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,506,476 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,506,476 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,773,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,674,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,662,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $899,293 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $27,242,811 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $3,805,383 | CorporateBondsBOYAmt |
| Total Assets BOY | $31,947,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $31,947,487 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,947,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,947,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,947,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,662,699 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,284,788 | SubtotalAmt |
| Other Decreases | $29,773,019 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $511,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML 02156 SHORT TERM | P | $1,041 | $1,063 | -$22 | -$22 |
| ML 02156 LONG TERM | P | $787 | $852 | -$65 | -$65 |
| ML 02611 SHORT TERM | P | $2,219 | $11,875 | -$9,656 | -$9,656 |
| ML 02611 LONG TERM | P | $6,522 | $42,502 | -$35,980 | -$35,980 |
| ML 02614 SHORT TERM | P | $15 | $17 | -$2 | -$2 |
| ML 02615 SHORT TERM | P | $549,700 | $573,915 | -$24,215 | -$24,215 |
| ML 02615 LONG TERM | P | $604,838 | $607,654 | -$2,816 | -$2,816 |
| ML 02617 SHORT TERM | P | $25,424 | $27,700 | -$2,276 | -$2,276 |
| ML 04104 SHORT TERM | P | $24,517 | $27,843 | -$3,326 | -$3,326 |
| ML 04104 LONG TERM | P | $31,039 | $30,369 | $670 | $670 |
| ML 04144 SHORT TERM | P | $668,673 | $665,106 | $2,391 | $3,567 |
| ML 04144 SHORT TERM (NONCOVERED) | P | $10,904 | $10,904 | ||
| ML 04144 LONG TERM | P | $374,769 | $373,030 | $901 | $1,739 |
| ML 04144 LONG TERM (NONCOVERED) | P | $41,406 | $41,479 | -$73 | -$73 |
| ML 04235 LONG TERM | P | $9,149 | $4,136 | $5,013 | $5,013 |
| MS 85030 SHORT TERM | P | $90,816 | $122,286 | -$31,470 | -$31,470 |
| MS 85030 SHORT TERM (NONCOVERED) | P | $362,687 | $359,891 | $2,796 | $2,796 |
| MS 85030 LONG TERM | P | $335,341 | $332,588 | $2,753 | $2,753 |
| MS 85030 LONG TERM (NONCOVERED) | P | $289,319 | $296,096 | -$6,777 | -$6,777 |
| MS 77030 SHORT TERM | P | $139,292 | $157,784 | -$17,608 | -$18,492 |
| MS 77030 LONG TERM | P | $525,608 | $512,326 | $14,408 | $13,282 |
| MS 77030 LONG TERM (NONCOVERED) | P | $100,428 | $57,682 | $42,746 | $42,746 |
| CAPITAL GAIN DIVIDENDS | P | $141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,969,961 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,644,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053759 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,285,868 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,303,168 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03542 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $963,241 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,374,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032792 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $771,708 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,828,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $705,255 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,799,978 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044636 | DistributionYr5Rt |
| Total Distribution | 0.215363 | TotalDistributionRt |
| Average Distribution | 0.043073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,820,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $164,567 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $164,567 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,674,217 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,937 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $58,937 | TotalPaymentsAndCreditsAmt |
| Overpayment | $58,937 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $58,937 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.piercefamilyfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE BUCKLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108622105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST LANCASTER AVE STE 102 | AddressLine1Txt |
| City | Ardmore | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LEO W PIERCE SR | ||||||||
| 16 East Lancaster Avenue | Ardmore | PA | 19003 | MANAGING TRUSTEE | 0 | $0 | $0 | $0 |
| MICHAEL PIERCE | ||||||||
| 16 East Lancaster Avenue | Ardmore | PA | 19003 | TRUSTEE | 0 | $0 | $0 | $0 |
| CONSTANCE BUCKLEY | ||||||||
| 16 East Lancaster Avenue | Ardmore | PA | 19003 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,518,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,878,841 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,878,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,820,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $191,033 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $191,033 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $191,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,674,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,674,217 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,674,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,483,184 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,674,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,483,184 | AppliedToYear1Amt |
| Applied To Current Year | $191,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEO W PIERCE SR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Connie Buckley | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Barr Harbor Dr Ste 280 | AddressLine1Txt |
| City | W Conshohocken | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108622105 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE ATTACHED STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Homeless Family Center | ||||||||
| 715 4th Place | Vero Beach | FL | 32962 | NONE | PC | GENERAL | $50,000 | |
| Faith Friendship Villa | ||||||||
| 128 West Main Street | Mountville | PA | 17554 | NONE | PC | GENERAL | $25,000 | |
| Cabrini College | ||||||||
| 610 King of Prussia Road | Radnor | PA | 190873698 | NONE | PC | GENERAL | $20,000 | |
| St John's Prep School | ||||||||
| 1733 West Girard Ave | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $5,000 | |
| Chestnut Hill Meals on Wheels | ||||||||
| 8765 Stenton Avenue | Wyndmoor | PA | 19038 | NONE | PC | GENERAL | $7,500 | |
| Common Market | ||||||||
| 2901 West Hunting Park Ave | Philadelphia | PA | 19129 | NONE | PC | GENERAL | $45,000 | |
| Sacred Heart Church | ||||||||
| 1739 Ferry Avenue | Camden | NJ | 08104 | NONE | PC | GENERAL | $10,000 | |
| ACHIEVEability | ||||||||
| 35 N 60th Street | Philadelphia | PA | 19139 | NONE | PC | GENERAL | $15,000 | |
| Chester County Food Bank | ||||||||
| 650 Pennsylvania Avenue | Exton | PA | 19341 | NONE | PC | GENERAL | $25,000 | |
| Germantown Avenue Crisis Ministry | ||||||||
| 35 W Chelten Avenue | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $5,000 | |
| Good Samaritan Shelter | ||||||||
| 141 E High Street | Phoenixville | PA | 19460 | NONE | PC | GENERAL | $50,000 | PO Box 551 |
| Community Center at Visitation | ||||||||
| 428 E Erie Avenue | Philadelphia | PA | 19134 | NONE | PC | GENERAL | $15,000 | |
| ElderNet of Lower Merion and Narbeth | ||||||||
| 9 S Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | NONE | PC | GENERAL | $5,000 | |
| Fair Food | ||||||||
| 1315 Walnut Street | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $18,000 | Suite 532 |
| North Light Community Center | ||||||||
| 175 Green Lane | Philadelphia | PA | 19127 | NONE | PC | GENERAL | $17,000 | |
| A Little Taste of Everything | ||||||||
| 4919 Pentridge Street | Philadelphia | PA | 19143 | NONE | PC | GENERAL | $10,000 | |
| Federal Housing Inc | ||||||||
| 8900 Roosevelt Blvd | Philadelphia | PA | 19115 | NONE | PC | GENERAL | $20,000 | |
| Fund for Philadelphia - The Food Adovcacy Council | ||||||||
| 1401 JFK Boulevard 14th Floor | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $18,000 | |
| Broad Street Ministry | ||||||||
| 315 S Broad Street | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $25,000 | |
| Community Legal Services | ||||||||
| 1424 Chestnut Street | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $25,000 | |
| Greener Partners | ||||||||
| 260 Spring Road | Malvern | PA | 19355 | NONE | PC | GENERAL | $40,000 | |
| The Enterprise Center | ||||||||
| 4548 Market Street | Philadelphia | PA | 19139 | NONE | PC | GENERAL | $15,000 | |
| Face to Face | ||||||||
| 109 East Price Street | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $25,000 | |
| Greensgrow Philadelphia Project | ||||||||
| 2503 East Firth Street | Philadelphia | PA | 19125 | NONE | PC | GENERAL | $40,000 | |
| Greater Philadelphia Coalition against Hunger | ||||||||
| 1725 Fairmount Avenue | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $40,000 | |
| Interfaith Hospitality Network of PA | ||||||||
| 7047 Germantown Avenue | Philadelphia | PA | 19119 | NONE | PC | GENERAL | $2,800 | |
| Inter-faith Housing Alliance | ||||||||
| PO Box 141 | Ambler | PA | 19002 | NONE | PC | GENERAL | $5,000 | |
| Lutheran Settlement House | ||||||||
| 1340 Frankford Avenue | Philadelphia | PA | 19125 | NONE | PC | GENERAL | $15,000 | |
| MANNA on Main Street | ||||||||
| 713 W Main Street | Lansdale | PA | 19446 | NONE | PC | GENERAL | $20,000 | |
| Maternal and Child Health Consortium of ChestCo | ||||||||
| 30 West Barnard Street | West Chester | PA | 19382 | NONE | PC | GENERAL | $15,000 | |
| Jewish Relief Agency | ||||||||
| 116 Bala Avenue | Bala Cynwyd | PA | 19004 | NONE | PC | GENERAL | $10,000 | |
| Patrician Society | ||||||||
| 121 E Chestnut Street | Norristown | PA | 19401 | NONE | PC | GENERAL | $8,000 | |
| Supportive Older Women's Network (SOWN) | ||||||||
| 4100 Main Street Suite 200 | Philadelphia | PA | 19127 | NONE | PC | GENERAL | $10,000 | |
| The Food Trust | ||||||||
| One Penn Center Suite 900 | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $45,000 | 1617 John F Kennedy Blvd |
| Oxford Neighborhood Service | ||||||||
| 35 Norther Third Street | Oxford | PA | 19363 | NONE | PC | GENERAL | $10,000 | |
| Urban Tree Connection | ||||||||
| 5125 Woodbine Avenue | Philadelphia | PA | 19131 | NONE | PC | GENERAL | $25,000 | |
| Pennypack Farm | ||||||||
| 7005 Sheaff Lane | Fort Washington | PA | 19034 | NONE | PC | GENERAL | $15,000 | |
| Philadelphia Orchard Project | ||||||||
| 4934 Larchwood Avenue | Philadelphia | PA | 19143 | NONE | PC | General | $25,000 | |
| Pottstown Senior Center | ||||||||
| 288 Moser Road Suite 1 | Pottstown | PA | 19464 | NONE | PC | General | $5,000 | |
| Public Interest Law Center | ||||||||
| 1709 Benjamin Franklin Parkway | Philadelphia | PA | 19103 | NONE | PC | General | $12,000 | 2nd Floor |
| SHARE Food Program | ||||||||
| 2901 Hunting Park Avenue | Philadelphia | PA | 19129 | NONE | PC | General | $75,000 | |
| St Christopher's Foundation | ||||||||
| 1800 JFK Blvd Suite 1550 | Philadelphia | PA | 19103 | NONE | PC | General | $30,000 | |
| ECS St Barnabas Mission | ||||||||
| 225 South Third Street | Philadelphia | PA | 191063910 | NONE | PC | General | $30,000 | |
| The Awbury Arboretum | ||||||||
| One Awbury Road | Philadelphia | PA | 19138 | NONE | PC | General | $20,000 | |
| Benefits Data Trust | ||||||||
| 1500 Market Street | Philadelphia | PA | 19102 | NONE | PC | General | $40,000 | Suite 2800 |
| Boys and Girls Clubs of Chester | ||||||||
| 201 E 7th | Chester | PA | 19013 | NONE | PC | General | $13,000 | |
| Harvest Food & Outreach Center | ||||||||
| 1360 28th St | Vero Beach | FL | 32960 | NONE | PC | General | $25,000 | |
| Laurel House | ||||||||
| 605 Swede St | Norristown | PA | 19401 | NONE | PC | General | $11,500 | |
| Norristown Ministries Hospitality Center | ||||||||
| 530 Church St | Norristown | PA | 19401 | NONE | PC | General | $10,000 | |
| Senior Resource Association | ||||||||
| 694 14th St | Vero Beach | FL | 32960 | NONE | PC | General | $50,000 | |
| Triskeles | ||||||||
| 707 Eagleview Blvd | Exton | PA | 19341 | NONE | PC | General | $20,000 | Suite 105 |
| West Chester Food Cupboard | ||||||||
| 545 E Gray St | West Chester | PA | 19380 | NONE | PC | General | $8,500 | |
| Coatesville Area Senior Center | ||||||||
| 250 Harmony St | Coatesville | PA | 19320 | NONE | PC | General | $7,500 | |
| Federation of Neighborhood Centers | ||||||||
| 1528 WALNUT STREET | Philadelphia | PA | 19102 | NONE | PC | General | $50,000 | SUITE 200 |
| Free Library of Philadelphia Foundation | ||||||||
| 1901 Vine Street | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $20,000 | |
| Mazzoni Center | ||||||||
| 21 S 12th St | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $10,000 | |
| Narberth Community Food Bank | ||||||||
| 201 Sabine Ave | Narberth | PA | 19072 | NONE | PC | General | $10,000 | |
| Norris Square Neighborhood Project | ||||||||
| 2141 N Howard St | philadelphia | PA | 19122 | NONE | PC | General | $5,000 | |
| North Penn Valley Boys & Girls Clubs | ||||||||
| 16 Susquehanna Ave | Lansdale | PA | 19446 | NONE | PC | General | $10,000 | |
| The Open Link | ||||||||
| 452 Penn St | Pennsburg | PA | 18073 | NONE | PC | General | $7,500 | |
| People's Emergency Center | ||||||||
| 325 N 39th St | Philadelphia | PA | 19104 | NONE | PC | General | $5,000 | |
| Philadelphia Interfaith Hospitality Network | ||||||||
| 7047 Germantown Avenue Philadelphia | Philadelphia | PA | 19119 | NONE | PC | General | $5,000 | |
| Philadelphia Public School Notebook | ||||||||
| 699 Ranstead St | Philadelphia | PA | 19106 | NONE | PC | General | $25,000 | 3rd Floor |
| Vetri Foundation For Children | ||||||||
| 211 N 13th Street | Philadelphia | PA | 19107 | NONE | PC | General | $50,000 | SUITE 303 |
| Friends of Farmworkers | ||||||||
| 699 Ranstead Street | Philadelphia | PA | 19106 | NONE | PC | General | $15,000 | |
| Pennsylvania Horticultural Society | ||||||||
| 100 N 20th St | Philadelphia | PA | 19103 | NONE | PC | General | $50,000 | |
| St Christopher's Hospital for Children | ||||||||
| 160 E Erie Ave | Philadelphia | PA | 19134 | NONE | PC | General | $70,000 | |
| Treasure Coast Food Bank | ||||||||
| 401 Angle Rd | Fort Pierce | FL | 34947 | NONE | PC | General | $100,000 | |
| New Horizons Senior Center | ||||||||
| 100 Conway Avenue | Narberth | PA | 19072 | NONE | PC | General | $10,000 | 2nd Floor |
| Urbanstead (Fiscal FNDC) | ||||||||
| 1708 Ridge Ave | Philadelphia | PA | 19130 | NONE | PC | General | $10,000 | |
| John Bartram Association | ||||||||
| Lindbergh Blvd | Philadelphia | PA | 19143 | NONE | PC | General | $5,000 | |
| Bridging the Gaps | ||||||||
| Room 914 Blockley Hall 423 Guardia | Philadelphia | PA | 19104 | NONE | PC | GENERAL | $24,825 | |
| Calcutta House | ||||||||
| Centre Square East | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $10,000 | 1500 Market Street Suite 1500 |
| Cloud 9 Rooftop Farm | ||||||||
| 1221 Fairmount Ave | Philadelphia | PA | 19123 | NONE | PC | GENERAL | $7,000 | |
| Covenant House Pennsylvania Under- 21 | ||||||||
| 31 E Armat St | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $20,000 | |
| Family Services of Montgomery County | ||||||||
| 3125 Ridge Pike | Eagleville | PA | 19403 | NONE | PC | GENERAL | $15,000 | |
| Frankford Community Development Corporation | ||||||||
| 4667 Paul St | Philadelphia | PA | 19124 | NONE | PC | GENERAL | $15,000 | |
| The Legal Clinic for the Disabled | ||||||||
| 1513 Race St | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $25,000 | |
| Penn Asian Senior Services | ||||||||
| 6926 Old York Rd | Philadelphia | PA | 19126 | NONE | PC | GENERAL | $20,000 | |
| Phoenixville Area Senior Center | ||||||||
| 153 Church St | Phoenixville | PA | 19460 | NONE | PC | GENERAL | $5,000 | |
| Project HOME | ||||||||
| 1515 Fairmount Ave | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $15,000 | |
| Rolling Harvest Food Rescue | ||||||||
| PO Box 693 | New Hope | PA | 18938 | NONE | PC | GENERAL | $10,000 | |
| Safe Harbor of Chester County | ||||||||
| 20 N Matlack St | West Chester | PA | 19380 | NONE | PC | GENERAL | $10,000 | |
| Sam's Hope | ||||||||
| 901 E Willow Grove Ave | Wyndmoor | PA | 19038 | NONE | PC | GENERAL | $5,000 | |
| Sunday Suppers | ||||||||
| 475 Kent Ave 403 | Brooklyn | NY | 11211 | NONE | PC | GENERAL | $20,000 | |
| Surrey Services for Seniors | ||||||||
| 60 Surrey Way | Devon | PA | 19333 | NONE | PC | GENERAL | $10,000 | |
| Valley Youth House | ||||||||
| 3400 High Point Blvd | Bethlehem | PA | 18017 | NONE | PC | GENERAL | $12,120 | |
| Why Not Prosper Inc | ||||||||
| 717 E Chelten Ave | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $6,000 | |
| Chicago Youth Programs Inc | ||||||||
| 5350 S Prairie Ave | Chicago | IL | 60615 | NONE | PC | GENERAL | $5,000 | |
| Mobile Loaves & Fishes | ||||||||
| 5524 Bee Cave Rd | Austin | TX | 78746 | NONE | PC | GENERAL | $5,000 | |
| Depaul USA | ||||||||
| 5725 Sprague St | Philadelphia | PA | 19138 | NONE | PC | GENERAL | $10,000 | |
| Fiorenza's Food For Friends | ||||||||
| PO Box 89 | Downingtown | PA | 19335 | NONE | PC | GENERAL | $20,000 | |
| Food Connect | ||||||||
| 2407 Grays Ferry Ave | Philadelphia | PA | 19146 | NONE | PC | GENERAL | $10,000 | |
| FOOD MOXIE | ||||||||
| 559 Carpenter Lane | Philadelphia | PA | 19119 | NONE | PC | GENERAL | $25,000 | |
| Fund for Philadelphia - Philadelphia Food Access C | ||||||||
| Room 708 | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $15,000 | |
| Jewish Federation of Greater Philadelphia | ||||||||
| 2100 Arch St | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $25,000 | |
| Metropolitan Area Neighborhood Nutrition Alliance | ||||||||
| 420 N 20th St | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $15,000 | |
| Michaels Community Services Corp dba Better Tom | ||||||||
| 3 E STOW RD | Marlton | NJ | 08053 | NONE | PC | GENERAL | $10,000 | |
| Phoenixville Community Education Foundation | ||||||||
| 120 Main St | Phoenixville | PA | 19460 | NONE | PC | GENERAL | $2,000 | |
| St Ignatius of Loyola (was Our Mother of Sorrows) | ||||||||
| 617 N 43rd St | Philadelphia | PA | 19104 | NONE | PC | GENERAL | $10,000 | |
| UpLift Solutions Inc | ||||||||
| 700 Delsea Dr | Westville | NJ | 08093 | NONE | PC | GENERAL | $25,000 | |
| Urban Creators | ||||||||
| 2315 N 11th St | Philadelphia | PA | 19133 | NONE | PC | GENERAL | $10,000 | |
| Friends Association for Care and Protection of Chi | ||||||||
| 113 West Chestnut Street | West Chester | PA | 19380 | NONE | PC | GENERAL | $10,000 | |
| Transfer to Pierce Foundation 46-4678057 | ||||||||
| 16 Lancaster Avenue | Ardmore | PA | 19003 | PF | transfer | -$511,769 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,506,476 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,486 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$72,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Unrelated Business Taxbl Incm | -$19,913 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$26,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$19,913 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$19,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$39,780 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Mary Pierce | |||||||
| 1 | 19 Scarlet Oak Dr | Haverford | PA | 19041 | $125,500 | Yes (X) | |
| Barbara Quinn | |||||||
| 2 | 711 Sturbridge Drive | Bryn Mawr | PA | 19010 | $5,000 | Yes (X) | |
| Connie Buckley | |||||||
| 3 | 705 Ashurst Road | Havertown | PA | 19083 | $5,000 | Yes (X) | |
| Leo Pierce Jr | |||||||
| 4 | 311 Edgehill Road | Wayne | PA | 19087 | $5,000 | Yes (X) | |
| Kathryn Cox | |||||||
| 5 | 731 E Manoa Road | Havertown | PA | 19083 | $5,000 | Yes (X) | |
| Michael Pierce | |||||||
| 6 | 650 Ocean Road | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5000 Shares of Iron Mountain Stock | NoncashPropertyDesc |
| Fair Market Value | $125,500 | FairMarketValueAmt |
| Received | 2016-01-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Leo Peggy Pierce Family Fdn I | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 East Lancaster Ave Apt 102 | AddressLine1Txt |
| City | Ardmore | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | The Foundation transitioned from a trust to a corporation. | ShortExplanationTxt |
| Dissolution | $29,773,019 | DissolutionAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm |
|---|
| MERRILL LYNCH #04144 |
| MERRILL LYNCH #02156 |
| MERRILL LYNCH #02615 |
| MSDW 85030 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm |
|---|
| MERRILL LYNCH #53M-04011 |
| MERRILL LYNCH #53M-04100 |
| MERRILL LYNCH #53M-04104 |
| MERRILL LYNCH #53M-04144 |
| MSDW 13185030 |
| MERRILL LYNCH #04230 |
| MERRILL LYNCH #04234 |
| MERRILL LYNCH #04235 |
| MSDW 38277030 |
| MERRILL LYNCH #02611 |
| MERRILL LYNCH #02614 |
| MERRILL LYNCH #02615 |
| MERRILL LYNCH #02617 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLANK ROME LLP | CategoryTxt |
| Legal Fees | $381 | LegalFeesAmt |
| Net Investment Income | $76 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $305 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER OF ASSETS TO CORPORATE ENTITY | Desc |
| Amt | $29,773,019 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $32,218 | $32,218 | |
| POSTAGE | $55 | $55 | |
| OFFICE SUPPLIES | $94 | $94 | |
| INSURANCE | $3,385 | $3,385 | |
| MISC MEETING EXP | $1,835 | $1,835 | |
| MISCELLANEOUS | $11,224 | $2,245 | $8,979 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 INVESTMENT INCOME | -$48,224 | -$28,311 |
| Non-Div Distributions | $1,887 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | $164,517 | $32,903 | $131,614 |
| INVESTMENT MANAGEMENT FEES | $12,240 | $12,240 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER TAXES PAID | $7,530 | |
| FOREIGN TAXES PAID | $621 | $621 |
Comments