BETA

LUTRON FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LUTRON FOUNDATION (EIN 23-2322928)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201731359349101718
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)
Return2017-05-15T10:21:11-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1751 ARBOR WAY SUITE 200AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232322928EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUTRON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUTRBusinessNameControlTxt
Phone6102823800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11506 PLEASANT VIEW ROADAddressLine1Txt
CityCOOPERSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN R WOODMANPersonNm
Person TitleASSISTANT TREASURERPersonTitleTxt
Phone6102823800PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE MALIMBANPreparerPersonNm
PTINP01372721PTIN
Phone2156418600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.171IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-11IPDt
IP Tm10:03:52IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCE6DC6FDBDBE570E524ED65195BBE27BC76F58F4AtSubmissionCreationDeviceId
At Submission Filing Device IdCE6DC6FDBDBE570E524ED65195BBE27BC76F58F4AtSubmissionFilingDeviceId
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$5,307,310FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$700,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$118,448DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,416DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$88,286NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,656,031GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$88,286CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$906,744TotalRevAndExpnssAmt
Total Net Invst Incm$200,712TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,155TaxesRevAndExpnssAmt
Taxes Net Invst Incm$569TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$26,353OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,338OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,908TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,907TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$700,527ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$700,527ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$740,435TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,907TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$700,527TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$166,309ExcessRevenueOverExpensesAmt
Net Investment Income$173,805NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$194,736SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$234,767SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$234,767SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$324,858USGovernmentObligationsBOYAmt
US Government Obligations EOY$298,375USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$280,620USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,902,682CorporateStockBOYAmt
Corporate Stock EOY$3,035,249CorporateStockEOYAmt
Corporate Stock EOYFMV$3,514,376CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,020,922CorporateBondsBOYAmt
Corporate Bonds EOY$1,023,896CorporateBondsEOYAmt
Corporate Bonds EOYFMV$971,131CorporateBondsEOYFMVAmt
Other Investments BOY$306,171OtherInvestmentsBOYAmt
Other Investments EOY$323,391OtherInvestmentsEOYAmt
Other Investments EOYFMV$306,416OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,749,369TotalAssetsBOYAmt
Total Assets EOY$4,915,678TotalAssetsEOYAmt
Total Assets EOYFMV$5,307,310TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,749,369CapitalStockBOYAmt
Capital Stock EOY$4,915,678CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,749,369TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,915,678TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,749,369TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,915,678TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,749,369TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$166,309ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,915,678SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,915,678TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$2,642,102$2,567,745$74,357$74,357
CAPITAL GAINS DIVIDENDSP$13,929$13,929$13,929
FieldValueIRS element (for citing)
Capital Gain Net Income$88,286CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$693,032AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,076,890NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.136507DistributionYr1Rt
Adjusted Qlfy Distri Yr2$702,393AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,858,545NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.144569DistributionYr2Rt
Adjusted Qlfy Distri Yr3$723,451AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,290,496NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.168617DistributionYr3Rt
Adjusted Qlfy Distri Yr4$732,775AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,756,000NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.195095DistributionYr4Rt
Adjusted Qlfy Distri Yr5$584,090AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,627,097NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.161035DistributionYr5Rt
Total Distribution0.805823TotalDistributionRt
Average Distribution0.161165AverageDistributionRt
Net Vl Noncharitable Assets$5,052,869NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$814,346AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,738NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$816,084AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$700,527QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,476InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,476SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,476TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,400TotalPaymentsAndCreditsAmt
Overpayment$924OverpaymentAmt
Applied To ES Tax$924AppliedToESTaxAmt
Refund$0RefundAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN R WOODMANIndividualWithBooksNm
Phone6102823800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11506 PLEASANT VIEW ROADAddressLine1Txt
CityCOOPERSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18036ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN S HAKKARAINEN
1506 PLEASANT VIEW ROADCOOPERSBURGPA18036PRESIDENT & DIRECTOR0.00$0$0$0
MICHAEL W PESSINA
1506 PLEASANT VIEW ROADCOOPERSBURGPA18036EXECUTIVE VICE PRESIDENT & DIRECTOR0.00$0$0$0
WALTER S PEAKE
1506 PLEASANT VIEW ROADCOOPERSBURGPA18036SECRETARY & TREASURER0.00$0$0$0
JOHN R WOODMAN
1506 PLEASANT VIEW ROADCOOPERSBURGPA18036ASST. SECRETARY & ASST. TREASURER0.00$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

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$4,838,717AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$291,099AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,129,816TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,129,816AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,947CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,052,869NetVlNoncharitableAssetsAmt
Minimum Investment Return$252,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$252,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,476TaxBasedOnInvestmentIncomeAmt
Total Tax$3,476TotalTaxAmt
Distributable Before Adj$249,167DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$249,167DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$249,167DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$700,527ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$700,527QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$700,527AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$249,167DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$406,724ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$547,115ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$516,690ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$468,058ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$443,373ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,381,960TotalExcessDistributionCyovAmt
Qualifying Distributions$700,527QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$249,167AppliedToCurrentYearAmt
Remaining Distri From Corpus$451,360RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,833,320TotalCorpusAmt
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$406,724ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,426,596ExcessDistriCyovToNextYrAmt
Excess From Year4$547,115ExcessFromYear4Amt
Excess From Year3$516,690ExcessFromYear3Amt
Excess From Year2$468,058ExcessFromYear2Amt
Excess From Year1$443,373ExcessFromYear1Amt
Excess From Current Year$451,360ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALBURTIS 5K FUN RUN-WALK (AA CC)
427 LAUREN DRIVEALBURTISPA18011PCUNRESTRICTED$500
ALBURTIS FIRE DEPARTMENT
328 SOUTH MAIN STREETALBURTISPA18011PCUNRESTRICTED$1,000
ALLENTOWN CITY OF
PARKS RECREATION 3000 PARKWAY BLVDALLENTOWNPA18104PCUNRESTRICTED$2,500
ALLENTOWN ART MUSEUM
31 NORTH 5TH STREETALLENTOWNPA18101PCUNRESTRICTED$6,500
ALLENTOWN RESCUE MISSION
355 WEST HAMILTON STREETALLENTOWNPA18105PCUNRESTRICTED$2,000
ALLENTOWN SCHOOL DISTRICT FOUNDATION
PO BOX 328ALLENTOWNPA18105PCUNRESTRICTED$1,500
ALLENTOWN SYMPHONY ASSOCIATION
23 NORTH SIXTH STREETALLENTOWNPA18101PCUNRESTRICTED$4,500
ALLIANCE HALL OF ALLENTOWN
245 NORTH 6TH STREETALLENTOWNPA18102PCUNRESTRICTED$500
AMERICAN HEART ASSOCIATION
968 POSTAL ROAD SUITE 110ALLENTOWNPA18104PCUNRESTRICTED$5,000
AMERICAN RED CROSS
LEHIGH VALLEY CHAPTER 3939 BROADWAYALLENTOWNPA18104PCUNRESTRICTED$9,472ST
ARTQUEST (FORMERLY BETHLEHEM MUSIKFEST ASSOCIATION)
25 WEST 3RD STREET SUITE 300BETHLEHEMPA18015PCUNRESTRICTED$4,312
BACH CHOIR OF BETHLEHEM (THE)
123 HECKEWELDER PLACEBETHLEHEMPA18018PCUNRESTRICTED$2,000
BAUM SCHOOL OF ART
510 LINDEN STREETALLENTOWNPA18105PCUNRESTRICTED$4,400
BURN PREVENTION FOUNDATION
5000 TILGHMAN STREETALLENTOWNPA18104PCUNRESTRICTED$1,000
CARNEGIE MELLON UNIVERSITY - SPIRA AWARD
PO BOX 815PITTSBURGHPA152309873PCUNRESTRICTED$4,000
COMMUNITY BIKE WORKS
235 N MADISON STREETALLENTOWNPA18102PCUNRESTRICTED$1,000
CONCORD CHAMBER SINGERS
PO BOX 423BETHLEHEMPA180160423PCUNRESTRICTED$100
COOPERSBURG FIRE DEPARTMENT
13 S MAIN STREETCOOPERSBURGPA18036PCUNRESTRICTED$1,500
COOPERSBURG HALLOWEEN PARADE
C/O JOHN E MARSHALL 3927 STATE ROADCOOPERSBURGPA18036PCUNRESTRICTED$1,000
COOPERSBURG HISTORICAL SOCIETY
C/O KEN MOHR 116 SOUTH MAINCOOPERSBURGPA18036PCUNRESTRICTED$1,000
COOPERSBURG POLICE DEPARTMENT
5 NORTH MAIN STREETCOOPERSBURGPA18036PCUNRESTRICTED$1,500
CORNELL - SCHOOL OF EE - TEACHING AWARD
224 PHILLIPS HALLITHACANY148535401PCUNRESTRICTED$2,000
CORNELL ECE TEACHING AWARD
224 PHILLIPS HALLITHACANY148535401PCUNRESTRICTED$2,000
CYBERSONICS TECHNOLOGY TEAM
35 CHURCH HILL ROADKINTNERSVILLEPA18930PCUNRESTRICTED$3,500
DAVINCI DISCOVERY CENTER (FORMERLY DISCOVER CENTER OF SCIENCE & TECHNOLOGY)
3145 HAMILTON BLVD BYPASSALLENTOWNPA18103PCUNRESTRICTED$9,080
DESALES UNIVERSITY
2755 STATION AVENUECENTER VALLEYPA180349987PCUNRESTRICTED$8,800
EISENHOWER EXCHANGE FELLOWSHIPS
250 SOUTH 16TH STREETPHILADELPHIAPA19102PCUNRESTRICTED$50,000
ELECTRI INTERNATIONAL FOUNDATION
3 BETHESDA METRO CENTER STE 1100BETHESDAMD20814PCUNRESTRICTED$10,000
ELECTRICAL SAFETY FOUNDATION INTERNATIONAL
1300 NORTH 17TH STREET SUITE 1847ROSSLYNVA22209PCUNRESTRICTED$5,000
EMMAUS HIGH SCHOOL ROBOTICS CLUB
500 MACUNGIE AVENUEEMMAUSPA18049PCUNRESTRICTED$3,500
FOX CHASE CANCER CENTER
33 COTTMAN AVENUEPHILADELPHIAPA19111PCUNRESTRICTED$39,100
FRATERNAL ORDER OF POLICE - PLANTATION FL
FOP 42 7360 NW 5TH STREETPLANTATIONFL33317PCUNRESTRICTED$1,500
FRATERNAL ORDER OF POLICE - PLANTATION LODGE #42
PO BOX 15520PLANTATIONFL33318PCUNRESTRICTED$1,500
FRIENDS OF GOVERNORS ISLAND
55 EXCHANGE PLACENEW YORKNY10005PCUNRESTRICTED$4,400
GIRL SCOUTS OF EASTERN PA
PO BOX 309LAFAYETTE HILLPA194440309PCUNRESTRICTED$20,000
GOOD SHEPHERD CELEBRITY CLASSIC
850 5TH STREETALLENTOWNPA18103PCUNRESTRICTED$1,575
GOOD SHEPHERD
850 5TH STREETALLENTOWNPA18103PCUNRESTRICTED$13,300
HANOVER COUNTY
HANOVER COUNTY DEPART OF ECONOMICMECHANICSVILLEVA23116PCUNRESTRICTED$2,000DEVELOP 9097 ALTEE STATION RD STE 3
HELEN KELLER INTERNATIONAL
352 PARK AVENUE SOUTH 12TH FLOORNEW YORKNY10010PCUNRESTRICTED$100
HISPANIC AMERICAN ORGANIZATION
462 WEST WALNUT STREETALLENTOWNPA18102PCUNRESTRICTED$1,000
LCCC FOUNDATION
4525 EDUCATION PARK DRIVESCHNECKSVILLEPA18078PCUNRESTRICTED$1,000
LEHIGH UNIVERSITY - SPIRA AWARD
COLLEGE OF ENGINEERING APPLIEDBETHLEHEMPA18015PCUNRESTRICTED$4,000SCIENCE 19 MEMORIAL DRIVE WEST
LEHIGH UNIVERSITY - SPIRA AWARD - COMPUTER
19 MEMORIAL DR WESTBETHLEHEMPA180153085PCUNRESTRICTED$2,000
LEHIGH UNIVERSITY - ZOELLNER ARTS CENTER
ALUMNI MEMORIAL BUILDING 27BETHLEHEMPA18015PCUNRESTRICTED$19,920MEMORIAL DRIVE WEST
LEHIGH VALLEY HOSPITAL AND HEALTH NETWORK
2100 MACK BLVDALLENTOWNPA18105PCUNRESTRICTED$94,100
LEHIGH VALLEY PBS PBS 39 WLVT-TV
839 SESAME STREETBETHLEHEMPA18015PCUNRESTRICTED$10,000
LOWER MACUNGIE FIRE DEPARTMENT
PO BOX 3002WESCOSVILLEPA18106PCUNRESTRICTED$1,000
MACUNGIE AMBULANCE CORPS
5550 N WALNUT STREETMACUNGIEPA18062PCUNRESTRICTED$1,000
MANUFACTURERS RESOURCE CENTER
961 MARCON BLVD SUITE 200ALLENTOWNPA18109PCUNRESTRICTED$1,000
MILLER-KEYSTONE BLOOD CENTER
LEHIGH VALLEY CORPORATE CENTER 1465BETHLEHEMPA18017PCUNRESTRICTED$2,000VALLEY CENTER PKWY
MINSI TRAILS BSA - LEHIGH LEADERSHIP
PO BOX 20624LEHIGH VALLEYPA18002PCUNRESTRICTED$6,000
MINSI TRAILS COUNCIL
PO BOX 20624LEHIGH VALLEYPA18002PCUNRESTRICTED$10,000
NAED EDUCATION & RESEARCH FOUNDATION
PO BOX 843703KANSAS CITYMO63184PCUNRESTRICTED$10,000
NEW VENTURE FUND (BUILDING 21 ALLENTOWN)
1201 CONNECTICUT AVENUENW WASHINGTONDC20036PCUNRESTRICTED$15,000
NORTHAMPTON COMMUNITY COLLEGE FOUNDATION
4525 EDUCATION PARK DRIVESCHNECKSVILLEPA18078PCUNRESTRICTED$1,000
NUCKOLLS FUND FOR LIGHTING EDUCATION
12 MILL POND ROADPUTNAM VALLEYNY10579PCUNRESTRICTED$1,000
PENN STATE UNIVERSITY
ONE OLD MAINUNIVERSITY PARKPA16802PCUNRESTRICTED$30,000
PENN STATE UNIVERSITY - SPIRA TEACHING AWARD
104 ENGINEERING A BUILDINGUNIVERSITY PARKPA16802PCUNRESTRICTED$4,000
PENNSYLVANIA ENGINEERING FUND FOR PSPE PA SOCIETY OF PROFESSIONAL ENGINEERS
PO BOX 3441ALLENTOWNPA18106PCUNRESTRICTED$2,000
PENNSYLVANIA SHAKESPEARE FESTIVAL
DESALES UNIVERSITY 2755 STATIONCENTER VALLEYPA180349568PCUNRESTRICTED$4,285AVENUE
PENNSYLVANIA SINFONIA ORCHESTRA
1524 WEST LINDEN STREETALLENTOWNPA18102PCUNRESTRICTED$1,000
DAVID M PETZOLD MEMORIAL FOUNDATION
PO BOX 223CENTER VALLEYPA18034PCUNRESTRICTED$776
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNNY11205PCUNRESTRICTED$14,130
ROCHESTER ROTARY CHARITIES
PO BOX 815823ROCHESTERMI483071523PCUNRESTRICTED$250
ROPER TIM SCHOLARSHIP FUND
164 EAST 1ST STREETWIND GAPPA18091PCUNRESTRICTED$250
SACRED HEART HOSPITAL
421 CHEW STREETALLENTOWNPA18102PCUNRESTRICTED$15,000
SKILLS USA COUNCIL
555 UNION BLVDALLENTOWNPA18103PCUNRESTRICTED$500
SKILLS USA COUNCIL
1601 UNION BLVDALLENTOWNPA18103PCUNRESTRICTED$1,340
SOCIETY OF WOMEN ENGINEERS (SWE)
LEHIGH VALLEY SECTION 1722 CREEKFOGELSVILLEPA18051PCUNRESTRICTED$3,000VIEW DRIVE
SOUTHERN LEHIGH PUBLIC LIBRARY
3200 PRESTON LANECENTER VALLEYPA18034PCUNRESTRICTED$2,500
SOUTHERN LEHIGH SCHOOL DISTRICT
5775 MAIN STREETCENTER VALLEYPA18034PCUNRESTRICTED$800
ST JOHN'S COMMUNITY OUTREACH BENEFIT
538 E THOMAS STREETCOOPERSBURGPA18036PCUNRESTRICTED$500
ST LUKE'S HEALTH NETWORK
801 OSTRUM STREETBETHLEHEMPA18015PCUNRESTRICTED$42,500
ST LUKE'S CHARITY BALL
801 OSTRUM STREETBETHLEHEMPA18015PCUNRESTRICTED$6,380
STATE THEATRE CENTER FOR THE ARTS INC
453 NORTHAMPTON STREETEASTONPA18042PCUNRESTRICTED$14,698
TXLR
1522 1/2 CHEW STREETALLENTOWNPA18102PCUNRESTRICTED$380
UNITED WAY OF GREATER LEHIGH VALLEY
1110 AMERICAN PARKWAY NEALLENTOWNPA18109PCUNRESTRICTED$114,079
UNIVERSITY OF PENNSYLVANIA - TRUSTEES
102 MEYERSON HALL 210 SOUTH 34PHILADELPHIAPA19104PCUNRESTRICTED$10,000STREET
UPPER SAUCON AMBULANCE
5560 CAMP MEETING ROADCENTER VALLEYPA18034PCUNRESTRICTED$2,500
UPPER SAUCON VOLUNTEER FIRE CO
4445 WEST HOPEWELL ROADCENTER VALLEYPA18034PCUNRESTRICTED$2,500
USO
PO BOX 96860WASHINGTONDC20077PCUNRESTRICTED$1,000
VALLEY YOUTH HOUSE
827-829 LINDEN STREETALLENTOWNPA18101PCUNRESTRICTED$5,000
VIA OF THE LEHIGH VALLEY
336 W SPRUCE STREETBETHLEHEMPA18018PCUNRESTRICTED$1,000
WOLFSONIAN - FIU (THE)
1001 WASHINGTON AVENUEMIAMI BEACHFL33139PCUNRESTRICTED$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$700,527TotalGrantOrContriPdDurYrAmt
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$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118,448ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$88,286ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$206,744ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,744TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LUTRON ELECTRONICS CO INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17200 SUTER ROADAddressLine1Txt
CityCOOPERSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18036ZIPCd
FieldValueIRS element (for citing)
Total Contributions$700,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGLENMEDEBondNm
EOY Book Value$1,023,896EOYBookValueAmt
EOYFMV$971,131EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGLENMEDEStockNm
EOY Book Value$3,035,249EOYBookValueAmt
EOYFMV$3,514,376EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$298,375USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$280,620USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGLENMEDECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$323,391BookValueAmt
EOYFMV$306,416EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAN & MANAGEMENT FEES$26,147$26,147$0
BANK CHARGES$75$75$0
PA FILING FEE$15$0$0
MISCELLANEOUS EXPENSES$116$116$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$569$569$0
FEDERAL TAXES$8,586$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.