BETA

WEILER FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WEILER FAMILY FOUNDATION INC (EIN 23-2962255)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201721329349102677
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T15:31:30-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17535 WINDSOR DRIVEAddressLine1Txt
CityALLENTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP181951014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232962255EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WEILER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEILBusinessNameControlTxt
Phone5705957495PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 NORTH POINTE BLVD SUITE 200AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARL WEILERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5705957495PhoneNum
Signature2017-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON C BARNES CPAPreparerPersonNm
PTINP00583708PTIN
Phone6103368180PhoneNum
Preparation2017-05-08PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.229.127.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-08IPDt
IP Tm15:16:02IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id61BEFAB9B626B6BA5C3E90C7A6E11F72CA61B12EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,789,109FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$616,289ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$36InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$122,532DividendsRevAndExpnssAmt
Dividends Net Invst Incm$122,532DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,852NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$619,308GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,852CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$889OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$769,598TotalRevAndExpnssAmt
Total Net Invst Incm$152,420TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$786TaxesRevAndExpnssAmt
Taxes Net Invst Incm$786TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,653DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$25,111OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,120OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,991OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,550TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,906TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,991TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$297,279ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$297,279ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$329,829TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,906TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$304,270TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$439,769ExcessRevenueOverExpensesAmt
Net Investment Income$133,514NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$179,935CashBOYAmt
Cash EOY$11,439CashEOYAmt
Cash EOYFMV$11,439CashEOYFMVAmt
Sav And Temp Cash Invst BOY$82,189SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$112,165SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$112,165SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,309,913CorporateStockBOYAmt
Corporate Stock EOY$3,453,742CorporateStockEOYAmt
Corporate Stock EOYFMV$5,537,723CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$200,075LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$72,293LandBldgEquipAccumDeprecAmt
Land BOY$134,435LandBOYAmt
Land EOY$127,782LandEOYAmt
Land EOYFMV$127,782LandEOYFMVAmt
Total Assets BOY$3,706,472TotalAssetsBOYAmt
Total Assets EOY$3,705,128TotalAssetsEOYAmt
Total Assets EOYFMV$5,789,109TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,706,472RetainedEarningBOYAmt
Retained Earning EOY$3,705,128RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,706,472TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,705,128TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,706,472TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,705,128TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,706,472TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$439,769ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,146,241SubtotalAmt
Other Decreases$441,113OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,705,128TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
STATE STREET BANK & TRUST COMPANY - PUBLICLY TRADED SECURITIES2016-01-012016-12-31$337,795$334,974$2,821$2,821
STATE STREET BANK & TRUST COMPANY - PUBLICLY TRADED SECURITIES2015-01-012016-12-31$67,511$67,546-$35-$35
CHARLES SCHWAB 2165 - PUBLICLY TRADED SECURITIES2015-01-012016-12-31$200,122$186,936$13,186$13,186
PLAINS ALL AMERICAN PIPELINE LP 76-05821502014-01-012016-12-31$239$239$239P
CAPITAL GAINS DIVIDENDS$13,641$13,641$13,641P
FieldValueIRS element (for citing)
Capital Gain Net Income$29,852CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$259,461AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,645,545NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055852DistributionYr1Rt
Adjusted Qlfy Distri Yr2$366,125AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,271,282NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.085718DistributionYr2Rt
Adjusted Qlfy Distri Yr3$378,402AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,585,612NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.105533DistributionYr3Rt
Adjusted Qlfy Distri Yr4$350,103AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,526,338NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.138581DistributionYr4Rt
Adjusted Qlfy Distri Yr5$461,173AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,111,764NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.218383DistributionYr5Rt
Total Distribution0.604067TotalDistributionRt
Average Distribution0.120813AverageDistributionRt
Net Vl Noncharitable Assets$4,964,172NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$599,737AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,335NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$601,072AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$304,270QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,670InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,670SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,670TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,960EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,960TotalPaymentsAndCreditsAmt
Tax Due$710TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKARL M WEILER DIRECTORIndividualWithBooksNm
Phone5705957495PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1160 NORTH POINTE BLVD SUITE 200AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KARL M WEILER
18 WEST SNAPPER POINT DRIVEKEY LARGOFL33037PRESIDENT0.00$0$0$0
ANN WEILER
18 WEST SNAPPER POINT DRIVEKEY LARGOFL33037VICE-PRESIDENT0.00$0$0$0
RICHARD KWEILER
1712 TALBOT RIDGE STREETWAKE FORESTNC27587SECRETARY0.00$0$0$0
CHRISTOPHER WEILER
3610 WESTWOOD DRIVEEASTONPA18045DIRECTOR0.00$0$0$0
JAMES WEILER
409 PROSPECT AVENUEBETHLEHEMPA18018DIRECTOR0.00$0$0$0
JENNIFER O'HARA
3610 WESTWOOD DRIVEEASTONPA18045DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,893,092AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,039,769TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,039,769AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,597CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,964,172NetVlNoncharitableAssetsAmt
Minimum Investment Return$248,209MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$248,209MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,670TaxBasedOnInvestmentIncomeAmt
Total Tax$2,670TotalTaxAmt
Distributable Before Adj$245,539DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$245,539DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$245,539DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$304,270ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$304,270QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$304,270AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$245,539DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$357,094ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$225,645ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$201,117ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$157,355ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,135ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$970,346TotalExcessDistributionCyovAmt
Qualifying Distributions$304,270QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$245,539AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,731RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,029,077TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$357,094ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$671,983ExcessDistriCyovToNextYrAmt
Excess From Year4$225,645ExcessFromYear4Amt
Excess From Year3$201,117ExcessFromYear3Amt
Excess From Year2$157,355ExcessFromYear2Amt
Excess From Year1$29,135ExcessFromYear1Amt
Excess From Current Year$58,731ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKARL M WEILERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AWSOM
3129 GODFREYS GATE ROADSTROUDSBURGPA18360NONEPUBLICCHARITABLE$5,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION
6855 RED ROADCORAL GABLESFL33143NONEPUBLICCHARITABLE$10,000
BARRETT FRIENDLY LIBRARY
6500 ROUTE 191CRESCOPA18326NONEPUBLICCHARITABLE$10,000
BARRETT TOWNSHIP
993 ROUTE 390CRESCOPA18326NONEPUBLICCHARITABLE$10,000
BETA GAMMA SIGMA INC
125 WELDON PARKWAYMARYLAND HEIGHTSMO63043NONEPUBLICCHARITABLE$100
BUCKHILL COMMUNITY SERVICES COMMITTEE
PO BOX 453BUCK HILL FALLSPA18323NONEPUBLICCHARITABLE$1,000
EAST STROUDSBURG UNIVERSITY FOUNDATION
200 PROSPECT STREETEAST STROUDSBURGPA18301NONEPUBLICCHARITABLECHARITABLE$1,500
HOFSTRA UNIVERSITY
101 HOFSTRA UNIVERSITYHEMPSTEADNY115491010NONEPUBLICCHARITABLE$10,000
MONROE COUNTY SALVATION ARMY
226 WASHINGTON STREETEAST STROUDSBURGPA18301NONEPUBLICCHARITABLE$5,000
MOUNT POCONO ROTARY
PO BOX 431CRESCOPA18326NONEPUBLICCHARITABLE$1,000
NORTHAMPTON COMMUNITY COLLEGE FOUNDATION
3835 GREEN POND ROADBETHLEHEMPA18020NONEPUBLICCHARITABLE$100,000
POCONO HEALTH FOUNDATION
206 EAST BROWN STREETEAST STROUDSBURGPA18301NONEPUBLICCHARITABLE$71,429
THE FRIENDLY COMMUNITY CENTER
131 SKI HAVEN DRIVECRESCOPA18326NONEPUBLICCHARITABLE$5,000
BUCKHILL CONSERVATION FOUNDATION
PO BOX 350BUCK HILL FALLSPA18323NONEPUBLICCHARITABLE$50,500
BUCKHILL SKYTOP MUSIC FESTIVAL
PO BOX 605MOUNTAINHOMEPA18342NONEPUBLICCHARITABLE$500
CATHOLIC RELIEF SERVICES
228 WEST LEXINGTON STREETBALTIMOREMD212013443NONEPUBLICCHARITABLE$50
OCEAN REEF MEDICAL CENTER FOUNDATION
50 BARRACUDA LNKEY LARGOFL33037NONEPUBLICCHARITABLE$10,000
HEALING THE CHILDREN
PO BOX 129NEW MILFORDCT06776NONEPUBLICCHARITABLE$200
WOMEN'S RESOURCES OF MONROE COUNTY
225 J WILSON DRIVEDELAWARE WATER GAPPA18327NONEPUBLICCHARITABLE$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$297,279TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$122,532ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,852ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Exclusion$889ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$153,309ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$153,309TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1CHARITABLE GIVING
2CHARITABLE GIVING
3CHARITABLE GIVING
4CHARITABLE GIVING
5CHARITABLE GIVING
6CHARITABLE GIVING
7CHARITABLE GIVING
8CHARITABLE GIVING
9CHARITABLE GIVING

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
KARL AND ANN WEILER
118 WEST SNAPPER DRIVEKEY LARGOFL33037$64,901Yes (X)
KARL AND ANN WEILER
218 WEST SNAPPER DRIVEKEY LARGOFL33037$50,000Yes (X)
KARL AND ANN WEILER
318 WEST SNAPPER DRIVEKEY LARGOFL33037$127,090Yes (X)
KARL AND ANN WEILER
418 WEST SNAPPER DRIVEKEY LARGOFL33037$110,920Yes (X)
KARL AND ANN WEILER
518 WEST SNAPPER DRIVEKEY LARGOFL33037$33,258Yes (X)
KARL AND ANN WEILER
618 WEST SNAPPER DRIVEKEY LARGOFL33037$49,580Yes (X)
KARL AND ANN WEILER
718 WEST SNAPPER DRIVEKEY LARGOFL33037$180,540Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
31,000 SHARES OF CIGNA CORP$127,0902016-10-05
41,000 SHARES OF CINTAS CORP$110,9202016-10-05
5250 SHARES OF INGREDION INC.$33,2582016-10-05
61,000 SHARES OF ONEOK INC.$49,5802016-10-05
71,500 SHARES OF PRAXAIR INC$180,5402016-10-05

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
CRESCO RAILROAD STATION BUILDING2005-10-24$63,172$16,537SL39.000000000000$1,620$0
CRESCO RAILROAD STATION IMPROVEMENTS2006-06-09$19,894$4,866SL39.000000000000$510$0
PAVING OF PARKING LOT2006-12-14$45,588$29,774150DB15.000000000000$2,692$0
CRESCO RAILROAD STATION IMPROVEMENTS2008-10-01$5,669$1,045SL39.000000000000$145$0
CRESCO RAILROAD STATION IMPROVEMENTS2008-01-22$65,752$13,418SL39.000000000000$1,686$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BRISTOL-MYERS SQUIBB CO$5,468$17,532
CHEVRON CORPORATION$103,778$247,170
JOHNSON & JOHNSON$77,960$357,151
BANK OF AMERICA CORPORATION$31,607$66,300
PFIZER INCORPORATED$6,061$32,480
GENERAL ELECTRIC COMPANY$91,210$94,800
ZIMMER BIOMET HOLDINGS INC$554$6,192
AMERIPRISE FINANCIAL INC$2,721$26,626
DOMINION RES INC VA NEW$43,635$76,590
SPECTRA ENERGY CORPORATION$110,171$164,360
ALTRIA GROUP INC$91,875$236,670
CONSOLIDATED EDISON INC$45,629$73,680
DU PONT E I DE NEMOUR & CO$213,182$359,660
KRAFT HEINZ COMPANY$54,884$130,980
MERCK AND CO INC$37,538$58,870
PHILIP MORRIS INTL INC$133,850$182,980
PPL CORPORATION$45,151$51,075
AMERICAN EXPRESS COMPANY$34,537$111,120
3M COMPANY$39,647$89,285
CORNING INC$53,881$97,080
MC CORMICK & CO INC N-VT$87,980$139,995
MONDELEZ INTL INC CL A$51,842$132,990
BANK OF NY MELLON CP NEW$110,545$151,616
DOW CHEMICAL COMPANY$32,028$57,220
PEPSICO INCORPORATED$101,241$136,019
PLAINS ALL AMERN PPLN LP$31,531$25,832
CAPITAL WORLD GRW&INCM CL F-2$98,681$91,731
CAUSEWAY INTERNATIONAL VALUE$157,505$135,316
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO$83,272$78,811
DIAMOND HILL LARGE CAP FD-1$152,452$156,483
FIDELITY CONCORD STR SPRTN US EQIDX$148,991$166,240
NEW PERSPECTIVE FD INC SHS CL F-2$99,545$91,484
VANGUARD TOT BD MKT IDX-ADM$278,643$275,303
WILLIAM BLAIR EMERG MKTS SM CP GR INSL$31,642$26,530
F M C CORP$38,945$56,560
OLIN CORP$31,063$38,415
ONE GAS INC.$7,871$95,940
TRONX INCORPORATED$17$17
DFA 2-YR GLBL FIXED INC PORT$33,735$33,769
DFA U.S. CORE EQUITY 1 PORTFOLIO INST.$153,560$169,576
HARTFORD MUT FDS INC INTL$156,390$145,026
WESTERN ASSET SHRT-TRM BD-IS$35,488$35,058
ISHARES MSCI ACW$78,371$85,086
CIGNA CORP$5,787$133,390
CINTAS CORP$29,272$115,560
INGREDION INC.$1,485$31,240
ONEOK INC.$11,415$57,410
PENTAIR PLC$66,542$56,070
PRAXAIR INC$12,316$175,785
S&P GLOBAL INC.$53,626$107,540
WELLS FARGO BANK$48,622$55,110

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
CRESCO RAILROAD STATION BUILDING$63,172$18,157$45,015$45,015
CRESCO RAILROAD STATION IMPROVEMENTS$19,894$5,376$14,518$14,518
PAVING OF PARKING LOT$45,588$32,466$13,122$13,122
CRESCO RAILROAD STATION IMPROVEMENTS$5,669$1,190$4,479$4,479
CRESCO RAILROAD STATION IMPROVEMENTS$65,752$15,104$50,648$50,648

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTED UNREALIZED GAINSDesc
Amt$441,113Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REPAIRS AND MAINTENANCE$4,779$0$4,779
UTILITIES$1,347$0$1,347
CHARLES SCHWAB INVESTMENT FEES$40$40$0
PA CHARITY REG FEE$15$15$0
BANK SERVICE CHARGE$17$0$17
SECURITY SYSTEM MONITORING$720$0$720
SAGEWORTH INVESTMENT FEES$14,356$14,356$0
OTHER EXPENSES$128$0$128
LOSS FROM PLAINS ALL AMERICAN PIPELINE LP 76-0582150$3,709$3,709$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Revenue And Expenses Per Books$889RevenueAndExpensesPerBooksAmt
Adjusted Net Income$889AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSEE FORM 990 SCHEDULE B PART I FORPersonNm

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$786Amt
Net Investment Income$786NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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