BABCOCK FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BABCOCK FAMILY FOUNDATION (EIN 20-5272437)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349100925
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T07:47:59-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWLETT & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHARLES ST PO BOX 878 | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205272437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Babcock Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BABC | BusinessNameControlTxt |
| Phone | 5707231451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 22 | AddressLine1Txt |
| City | Lemont | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD E BABCOCK JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5707231451 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL B ALLEN | PreparerPersonNm |
| Phone | 5707231451 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,758,837 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $86,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,086 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $71,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,589 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,995 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,995 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $7 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,058 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,347 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,923 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,923 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,352 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $300,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $238,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $218,506 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,466,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,330,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,320,979 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,020,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,798,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,758,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,020,943 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,798,505 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,020,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,798,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,020,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,798,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,020,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,864 | OtherIncreasesAmt |
| Subtotal | $1,798,505 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,798,505 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nittany Lion Fund, LLC Short Term (From K-1) | P | 2015-01-01 | 2015-12-31 | $0 | $0 | $78 | -$78 | $0 | $0 | $0 | -$78 |
| Nittany Lion Fund, LLC Long Term (From K-1) | P | 2014-01-01 | 2015-12-31 | $7,913 | $0 | $0 | $7,913 | $0 | $0 | $0 | $7,913 |
| Nittany Lion Fund, LLC Un Rec Sec 1250 Term (From K-1) | P | 2013-01-01 | 2015-12-31 | $15 | $0 | $0 | $15 | $0 | $0 | $0 | $15 |
| Little Lion Investment Club Short Term (From K-1) | P | 2015-01-01 | 2015-12-31 | $0 | $0 | $14 | -$14 | $0 | $0 | $0 | -$14 |
| Little Lion Investment Club Long Term (From K-1) | P | 2014-01-01 | 2015-12-31 | $146 | $0 | $0 | $146 | $0 | $0 | $0 | $146 |
| Edward Jones Short Term | P | 2015-01-01 | 2015-12-31 | $26,268 | $0 | $26,341 | -$73 | $0 | $0 | $0 | -$73 |
| Edward Jones Long Term | P | 2014-01-01 | 2015-12-31 | $601,753 | $0 | $538,159 | $63,594 | $0 | $0 | $0 | $63,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,503 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$165 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $59,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,828,998 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032270 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,651,592 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,126 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,411,470 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,176 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,422,531 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038787 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,764 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,343,754 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031080 | DistributionYr5Rt |
| Total Distribution | 0.275152 | TotalDistributionRt |
| Average Distribution | 0.055030 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,767,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,263 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,472 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $374,983 | 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 | $1,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,472 | SubtotalAmt |
| Tax Based On Investment Income | $1,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $528 | OverpaymentAmt |
| Applied To ES Tax | $528 | AppliedToESTaxAmt |
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 | EDWARD E BABCOCK JR | IndividualWithBooksNm |
| Phone | 5707231451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 269 Blue Bird Lane | AddressLine1Txt |
| City | Port Matilda | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16870 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD E BABCOCK JR | ||||||||
| 269 Blue Bird Lane | Port Matilda | PA | 16870 | Trustee | 3.00 | $0 | $0 | $0 |
| ROSEMARY BABCOCK | ||||||||
| 269 Blue Bird Lane | Port Matilda | PA | 16870 | Trustee | 3.00 | $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 | The Foundation provided grants to charities to furtherchildren and youth programs and education, as well asspiritual growth of religious institutions. | Description1Txt |
| Expenses1 | $372,923 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,770,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,794,366 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,794,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,767,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,472 | TotalTaxAmt |
| Distributable Before Adj | $86,901 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,983 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $374,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,472 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $373,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,901 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $56,771 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $56,771 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $374,983 | QualifyingDistributionsAmt |
| Applied To Current Year | $86,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $288,082 | RemainingDistriFromCorpusAmt |
| Total Corpus | $344,853 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $344,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $56,771 | ExcessFromYear2Amt |
| Excess From Current Year | $288,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD E BABCOCK JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Pennsylvania State University | ||||||
| 201 Shields Building | University Park | PA | 16802 | School | Scholarship | $111,837 |
| State College Alliance Church | ||||||
| 1221 West Whitehall Road | State College | PA | 16801 | 501(c)(3) | Further programs | $199,500 |
| Campus Crusade for Christ International | ||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | 501(c)(3) | Further programs | $2,900 |
| Alliance Christian Fellowship | ||||||
| 1221 West Whitehall Road | State College | PA | 16801 | 501(c)(3) | Further programs | $1,600 |
| Binghamton University (SUNY) | ||||||
| 4400 Vestal Parkway East | Binghamton | NY | 13902 | School | Scholarship | $2,500 |
| Mercyhurst University | ||||||
| 501 East 38th Street | Erie | PA | 16546 | School | Scholarship | $5,000 |
| Coudersport Area School District | ||||||
| Main Street | Coudersport | PA | 16915 | School | Further programs | $800 |
| Grove City College | ||||||
| 100 Campus Drive | Grove City | PA | 16127 | School | Further programs | $4,765 |
| Camp Kanesatake | ||||||
| PO Box 11 | Spruce Creek | PA | 16683 | Public | Further Programs | $500 |
| University of Pittsburgh | ||||||
| 4200 Fifth Ave | Pittsburgh | PA | 15260 | Public | Further Programs | $14,611 |
| University of Massachusetts | ||||||
| 360 Campus Center Way | Amherst | MA | 01003 | Public | Further Programs | $4,000 |
| Building Champions | ||||||
| 5285 SW Meadows Rd Ste 420 | Lake Oswego | OR | 97035 | Public | Futher Programs | $3,600 |
| Harvard University | ||||||
| 124 Mt Auburn St | Cambridge | MA | 02138 | Public | Futher Programs | $7,500 |
| Nittany Christian School | ||||||
| 1221 W Whitehall Road | State College | PA | 16801 | Public | Futher Programs | $50 |
| Savidge Adventures | ||||||
| 37 Silver Dollar Drive | Breckenridge | CO | 80424 | Public | Futher Programs | $1,000 |
| Compassion International | ||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 80997 | Public | Futher Programs | $160 |
| Gannon University | ||||||
| 109 University Square Erie PA | Erie | PA | 16501 | Public | Futher Programs | $10,000 |
| State College Area High School | ||||||
| 653 Westerly Pkwy | State College | PA | 16801 | Public | Futher Programs | $2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,923 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,086 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $86,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,086 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Edward Jones - Level 3 Communications, Inc. (See attached) | $110,272 | $72,462 |
| Little Lion Investment Club (See attached) | $2,571 | $2,571 |
| Nittany Lion Fund, LLC (See attached) | $135,478 | $143,473 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Edward Jones - Mutual Funds (See attached) | CategoryOrItemTxt |
| Book Value | $1,330,832 | BookValueAmt |
| EOYFMV | $1,320,979 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWLETT & LEWIS, P.C. 990-PF | CategoryTxt |
| Legal Fees | $1,995 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Expenses | $858 | $858 | |
| Non-Deductible Expenses | $6,489 | $6,489 | |
| Postage | $58 | $58 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Gains | $71,503 |
| Cost Basis Adjustments | $5,361 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax | $359 | $359 |
| Excise Tax | $2,699 | $2,699 |
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