THOMAS J WEST FAMILY CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS J WEST FAMILY CHARITABLE TR (EIN 27-6777707)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349100223
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T08:34:06-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232039016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL BOHORAD THORNBURG PRICE&CAMPION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 W NORWEGIAN ST PO BOX 1280 | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 179017280 | 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 | 276777707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J WEST FAMILY CHAR TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MID PENN BANK TRUST DEPARTMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5705168325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 ROUTE 61 SOUTH | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MID PENN BANK TRUST DEPARTMENT | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5706228200 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J CAMPION JR | PreparerPersonNm |
| PTIN | P00027851 | PTIN |
| Phone | 5706221811 | PhoneNum |
| Preparation | 2017-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | DBF5AA70382180EA74BE07300B52C6194CD220A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBF5AA70382180EA74BE07300B52C6194CD220A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $757,212 | 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 | $19,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,467 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $300 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $554 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $335 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,260 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $281,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $265,357 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $336,980 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $405,464 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $404,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $405,423 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,102 | OtherAssetsBOYAmt |
| Total Assets BOY | $702,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $684,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $757,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $702,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $684,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $702,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $684,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $702,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $684,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $702,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,633 | OtherIncreasesAmt |
| Subtotal | $692,026 | SubtotalAmt |
| Other Decreases | $7,684 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $684,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,006 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $425 | SubtotalAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $425 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID PENN BANK TRUST DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5705168325 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 ROUTE 61 SOUTH | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | ||||||||
| 396 SOUTH CENTRE STREET | POTTSVILLE | PA | 17901 | CO-TRUSTEE | 5.00 | $14,036 | $0 | $0 |
| MID PENN BANK TRUST DEPARTMENT | ||||||||
| 1504 ROUTE 61 SOUTH | POTTSVILLE | PA | 17901 | CO-TRUSTEE | 000.00 | $0 | $0 | $0 |
| JAMES C BOHORAD | ||||||||
| PO BOX 1280 | POTTSVILLE | PA | 17901 | CO-TRUSTEE | 1.00 | $2,431 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $740,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,240 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $754,781 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $754,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $743,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $36,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,781 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,781 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,781 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,748 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,781 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,033 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,294 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $309 | ExcessFromYear4Amt |
| Excess From Year2 | $1,086 | ExcessFromYear2Amt |
| Excess From Year1 | $2,969 | ExcessFromYear1Amt |
| Excess From Current Year | $1,033 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MID PENN BANK TRUST DEPARTMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 ROUTE 61 SOUTH | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5705168325 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM, INDICATING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 3544 N PROGRESS AVENUE | HARRISBURG | PA | 17110 | NONE | 501(C)(3) | MEDICAL RESEARCH | $100 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 16 NORTH 4TH STREET | MINERSVILLE | PA | 17954 | NONE | 501(C)(3) | PUBLIC CHARITY/MEDICAL RESEARCH | $750 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 10303 | DES MOINES | IA | 50306 | NONE | 501(C)(3) | PUBLIC CHARITY | $200 | |
| ARTHRITIS FOUNDATION INC | ||||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | NONE | MEDICAL | MEDICAL | $100 | |
| CARE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| COMPASSION & CHOICES | ||||||||
| PO BOX 101810 | DENVER | CO | 802501810 | NONE | 501(C)(3) | EDUCATIONAL | $100 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | 501(C)(3) | MEDICAL | $100 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| FINCA | ||||||||
| PO BOX 98048 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| FREEDOM FROM HUNGER | ||||||||
| 1644 DAVINCI COURT | DAVIS | CA | 95617 | NONE | 501(C)(3) | CHARITY | $100 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7TH FL | NEW YORK | NY | 100384723 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| HABITAT FOR HUMANITY | ||||||||
| PO BOX 1729 | AMERICUS | GA | 31709 | NONE | 501(C)(3) | CHARITY | $300 | |
| HILLSIDE SPCA | ||||||||
| 51 SPCA ROAD | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | ANIMAL SHELTER | $1,500 | |
| HISTORICAL SOCIETY OF SCHUYLKILL CT | ||||||||
| 305 N CENTRE ST | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | EDUATIONAL | $400 | |
| HUMAN RIGHTS WATCH | ||||||||
| PO BOX 4803 | TOMS RIVER | NJ | 08754 | NONE | 501(C)(3) | EDUCATIONAL | $200 | |
| IMMOKALEE HOUSING & FAMILY SERVICES | ||||||||
| 2449 SANDERS PINES CIRCLE | IMMOKALEE | FL | 34142 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | CHARITY | $100 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FD | ||||||||
| 1730 H STREET NW | WASHINGTON | DC | 200364508 | NONE | 501(C)(3) | EDUCATIONAL | $2,000 | |
| MAHANOY CITY PUBLIC LIBRARY | ||||||||
| 19 W MAHANOY STREET | MAHANOY CITY | PA | 17948 | NONE | 501(C)(3) | LIBRARY/EDUCATION | $400 | |
| NORTHEAST PA MAN & EMP COUNCIL | ||||||||
| ONE NORWEGIAN PLZ2ND FL | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | EDUCATIONAL | $2,500 | |
| ORWIGSBURG FREE PUBLIC LIBRARY | ||||||||
| 214 EAST INDEPENDENCE ST | ORWIGSBURG | PA | 17961 | NONE | 501(C)(3) | LIBRARY | $750 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| PAHS SOFTBALL BOOSTER CLUB | ||||||||
| 216 SOUTH CENTRE STREET | POTTSVILLE | PA | 17901 | NONE | COMMUNITY SUPPORT | $200 | ||
| PLANNED PARENTHOOD FED OF AMERICA | ||||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 | |
| POTTSVILLE FREE PUBLIC LIBRARY | ||||||||
| 215 WEST MARKET STREET | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | LIBRARY | $1,500 | |
| REIKICATS HAVEN | ||||||||
| 661 RIDGE ROAD | SHOEMAKERSVILLE | PA | 19555 | NONE | 501(C)(3) | ANIMAL SHELTER | $7,000 | |
| SALVATION ARMY | ||||||||
| PO BOX 107 | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | PUBLIC CHARITY | $750 | |
| SCHUYLKILL CHAMBER FOUNDATION | ||||||||
| 1 PROGRESS CIRCLE STE 201 | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | PUBLIC SUPPORT | $5,000 | |
| SCHUYLKILL COUNTY'S VISION | ||||||||
| 1464B ROUTE 61 SOUTH | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | PUBLIC CHARITY | $1,000 | |
| SCHUYLKILL CTY COUNCIL FOR THE ART | ||||||||
| 1440 MAHANTONGO STREET | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | EDUCATIONAL/MUSEUM | $481 | |
| SCHUYLKILL UNITED WAY | ||||||||
| 91 S PROGRESS AVENUE | POTTSVILLE | PA | 17901 | 501(C)(3) | CHARITY | $3,000 | ||
| SCHUYLKILL WOMEN IN CRISIS | ||||||||
| PO BOX 96 | POTTSVILLE | PA | 17901 | NONE | 501(C)(3) | OCMMUNITY SUPPORT | $750 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36177 | NONE | 501(C)(3) | CHARITY | $100 | |
| ST JOSEPH CENTER FOR | ||||||||
| 2075 W NORWEGIAN STREET | POTTSVILLE | PA | 17901 | NONE | SCHOOL | EDUCATION | $5,000 | SPECIAL LEARNING |
| US FUND FOR UNICEF | ||||||||
| PO BOX 27780 | NEWARK | NJ | 07101 | NONE | 501(C)(3) | PUBLIC CHARITY | $100 | |
| USA FOR UNHCR | ||||||||
| PO BOX 97114 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | CHARITY | $100 | |
| WALK IN ART CENTER | ||||||||
| 100-110 COLUMBIA STREET | SCHUYLKILL HAVEN | PA | 17972 | NONE | 501(C)(3) | EDUCATION | $500 | |
| WGCU | ||||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 339656565 | NONE | 501(C)(3) | EDUCATIONAL | $50 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| PO BOX 9224 | CENTRAL SLIP | NY | 11722 | NONE | 501(C)(3) | EDUCATIONAL | $100 | |
| WYOMING SEMINARY | ||||||||
| 201 NORTH SPRAGUE AVENUE | KINGSTON | PA | 18704 | NONE | SCHOOL | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,781 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,589 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,006 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,595 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,595 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY INCOME TAX PREPARATION | CategoryTxt |
| Amt | $554 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $2,824 | $6,888 |
| AFLAC INC. | $3,769 | $5,568 |
| ALTRIA GROUP INC. | $2,795 | $8,453 |
| AMERICAN ELECTRIC POWER INC. | ||
| AMGEN INC. | $8,137 | $7,311 |
| APPLE INC. | $11,581 | $11,582 |
| AT&T INC. | $4,454 | $7,017 |
| CHEVRON CORP. | $5,188 | $8,239 |
| CHUBB CORP. | $4,332 | $5,153 |
| CISCO SYS INC. | $7,135 | $7,555 |
| CONOCOPHILLIPS | ||
| CORNING INC. | $6,984 | $7,281 |
| CSX CORP | $6,463 | $6,288 |
| CUMMINS INC. | $7,365 | $6,834 |
| EMERSON ELECTRIC CO. | $4,661 | $5,575 |
| FORD MOTOR CO. | $6,252 | $4,852 |
| FRANKLIN SMALL CAP GROWTH FUND ADV | $16,551 | $16,552 |
| GENERAL DYNAMICS CORP. | $7,046 | $8,633 |
| HOME DEPOT INC. | $1,807 | $8,715 |
| HOST HOTELS & RESORTS INC. | $7,254 | $5,652 |
| INTEL CORP. | $3,891 | $7,979 |
| J P MORGAN CHASE & CO. | $6,945 | $9,492 |
| JOHNSON & JOHNSON | $4,288 | $8,641 |
| ELI LILLY & CO. | $3,706 | $8,091 |
| LYONDELLBASELL INDUSTRIES N SHS - A | $6,485 | $6,862 |
| MACY'S INC. | ||
| MCDONALDS CORP. | $5,117 | $8,520 |
| MICROSOFT CORP. | $3,995 | $10,564 |
| NEXTERA ENERGY INC. | $3,487 | $7,765 |
| NORFOLK SOUTHERN CORP. | $3,218 | $6,484 |
| PEPSICO INC. | $4,490 | $7,324 |
| PPG INDUSTRIES INC. | $1,971 | $5,686 |
| PROCTER & GAMBLE CO. | $4,169 | $5,886 |
| QUALCOMM INC. | $3,812 | $6,520 |
| ROYAL DUTCH SHELL PLC | $6,377 | $6,526 |
| SEAGATE TECHNOLOGY | $8,179 | $4,580 |
| TARGET CORP. | $2,558 | $3,612 |
| TEVA PHARMACEUTICAL INDS LTD | $7,445 | $4,713 |
| TRAVELERS COMPANIES INC. | $6,972 | $7,957 |
| T ROWE PRICE MID CAP GWTH FD | $35,885 | $35,887 |
| UNITED TECHNOLOGIES CORP. | $3,580 | $6,029 |
| VALERO ENERGY CORP. | $7,515 | $10,248 |
| VERIZON COMMUNICATIONS | $4,453 | $8,007 |
| WAL MART STORES INC. | $6,075 | $4,838 |
| WALGREENS BOOTS ALLIANCE INC. | $6,146 | $6,621 |
| WELLS FARGO & CO. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERATED INST HIGH YIELD BOND FUND | AT COST | $10,931 | $11,299 |
| FEDERATED INTL LEADERS INST | AT COST | $31,875 | $29,022 |
| FEDERATED INTMD CORP BD FD | AT COST | $31,165 | $31,381 |
| FEDERATED ULTRA SHORT BD | AT COST | $30,000 | $30,132 |
| FIDELITY SPARTAN INTMD TREAS | AT COST | $31,340 | $30,943 |
| HARBOR INT'L FUND | AT COST | $29,847 | $29,848 |
| JP MORGAN MTGE BACK SEC-SEL | AT COST | $18,180 | $18,093 |
| MERGER INSTITUTIONAL | AT COST | $5,300 | $5,401 |
| OPPENHEIMER DEVELOPING MKTS CI Y | AT COST | $14,388 | $13,050 |
| OPPENHEIMER SR FLOAT RATE INSTL | AT COST | $10,544 | $10,545 |
| T ROWE PRICE INTL DISCOVERY | AT COST | $8,293 | $8,295 |
| VANGUARD I/T BOND INDEX ADM | AT COST | $109 | $109 |
| VANGUARD I/T INV GRADE ADM | AT COST | $38,877 | $36,448 |
| VANGUARD S/T BOND INDEX ADM | AT COST | $94,127 | $94,742 |
| VANGUARD S/T INV GRADE ADM | AT COST | ||
| VANGUARD MID-CAP VALUE INDEX | AT COST | $33,825 | $37,632 |
| VANGUARD SMALL-CAP VALUE INDEX | AT COST | $15,375 | $18,483 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $300 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKERS | Desc |
| BOY Book Value | $10,102 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LOSS ON SALE OF 110 SHS CONOCOPHILLIPS | $3,312 |
| LOSS ON SALE OF 100 SHS MACYS INC | $2,940 |
| LOSS ON SALE OF 125 SHS WELLS FARGO & CO NEW | $1,431 |
| LOSS ON SALE OF .124 SHS CHUBB LTD | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| GAIN ON SALE OF 150 SHS AMERICAN ELEC PWR INC | $5,127 |
| GAIN ON SALE OF 65 SHS CHUBB CORP | $4,859 |
| GAIN ON SALE OF 418.307 SHS OPPENHEIMER SR FLOAT | $58 |
| GAIN ON SALE OF 1.338 SHS VANGUARD S/T INV GRADE | $1 |
| GAIN ON SALE OF 91.617 SHS VANGUARD S/T CORP BOND | $38 |
| ADJUSTING ENTRY | $13,550 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2015 FEDERAL EXCISE | $516 | |
| FOREIGN TAX WITHHELD | $335 | $335 |
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