SCHAEFER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCHAEFER FOUNDATION (EIN 22-6042871)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-21
- IRS object ID
- 201731729349100203
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-21T09:45:48-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650421266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATARINEAU & GIVENS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SW 117TH AVE STE 204 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331834809 | 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 | 226042871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHAEFER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHA | BusinessNameControlTxt |
| Phone | 6108457355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 HARDT HILL ROAD | AddressLine1Txt |
| City | BECHTELSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JB SCHAEFER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108457355 | PhoneNum |
| Signature | 2017-06-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE CATARINEAU | PreparerPersonNm |
| PTIN | P01069740 | PTIN |
| Phone | 3055967883 | PhoneNum |
| Preparation | 2017-06-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F369013A3A5053152AFFC6FBC41D56E527FE6A1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F369013A3A5053152AFFC6FBC41D56E527FE6A1F | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $362,915 | 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 | $4,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,745 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,745 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $10,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,745 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,745 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $133 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,654 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,654 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,745 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,948 | CashBOYAmt |
| Cash EOY | $14,310 | CashEOYAmt |
| Cash EOYFMV | $14,310 | CashEOYFMVAmt |
| Other Investments BOY | $262,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $247,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $348,605 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $266,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $262,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $266,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | $262,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $266,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $262,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $266,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $262,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $266,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,587 | ExcessRevenueOverExpensesAmt |
| Subtotal | $262,165 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $262,165 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,329 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $370,903 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033240 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,119 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $397,036 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045636 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $351,013 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,334 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $276,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $281,618 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041876 | DistributionYr5Rt |
| Total Distribution | 0.197291 | TotalDistributionRt |
| Average Distribution | 0.039458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $341,441 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,473 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,654 | 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 | $47 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47 | SubtotalAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $133 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $133 | TotalPaymentsAndCreditsAmt |
| Overpayment | $86 | OverpaymentAmt |
| Applied To ES Tax | $86 | 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 |
| 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 | CATARINEAU & GIVENS PA | BusinessNameLine1Txt |
| Business Name Line2 | CATARINEAU & GIVENS PA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3055967883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SW 117 AVENUE 204 | AddressLine1Txt |
| Address Line2 | 8000 SW 117 AVENUE 204 | AddressLine2Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33183 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DR JB SCHAEFER JR | ||||||||
| 161 HARDT HILL ROAD | BECHTELSVILLE | PA | 19505 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| WILLIAM C SCHAEFER | ||||||||
| 1909 SW 106 TERRACE | GAINESVILLE | FL | 32607 | TREASURER | 000.00 | $0 | $0 | $0 |
| TERRY A THOMPSON | ||||||||
| 79 MINE MOUNT ROAD | BERNARDSVILLE | NJ | 07924 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JOSEPH H SCHAEFER | ||||||||
| 11167 MONET WOODS ROAD | PALM BEACH GARDENS | FL | 33410 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JANA K BOVINO | ||||||||
| 23 DUNKIN DRIVE | WASHINGTON CROSSING | PA | 18977 | SECRETARY | 000.00 | $0 | $0 | $0 |
| MIMI ARMSTRONG | ||||||||
| 1917 WILL SCARLET LANE | SANTA ROSA | CA | 95405 | TRUSTEE | 000.00 | $0 | $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 | $332,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $346,641 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $346,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $341,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47 | TotalTaxAmt |
| Distributable Before Adj | $17,025 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,025 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,025 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,654 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,654 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $47 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,025 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $13,654 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,654 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,371 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 25TH INFANTRY DIVISION SCHOLARSHIP | |||||||
| 25TH INFANTRY DIVISION SCHOLARSHIP FUND | PO BOX 7 | PO BOX 7 | FLOURTOWN | PA | 19031 | EDUCATIONAL | $250 |
| A WOMAN'S PLACE | |||||||
| A WOMAN'S PLACE | PO BOX 299 | PO BOX 299 | DOYLESTOWN | PA | 18901 | CHARITABLE | $250 |
| AMERICAN FARMLAND TRUST | |||||||
| AMERICAN FARMLAND TRUST | 1200 18 ST NW SUITE 800 | 1200 18 ST NW SUITE 800 | WASHINGTON | DC | 20036 | CHARITABLE | $1,250 |
| AMERICAN RED CROSS | |||||||
| AMERICAN RED CROSS | 431 18TH STREET NW | 431 18TH STREET NW | WASHINGTON | DC | 20006 | CHARITABLE | $200 |
| ANIMAL RESCUE LEAGUE | |||||||
| ANIMAL RESCUE LEAGUE | PO BOX 69 | PO BOX 69 | MOHNTON | PA | 19540 | CHARITABLE | $500 |
| ARTS QUEST | |||||||
| ARTS QUEST | 101 FOUNDERS WAY | 101 FOUNDERS WAY | BETHLEHEM | PA | 18015 | CHARITABLE | $150 |
| BALLY COMMUNITY AMBULANCE | |||||||
| BALLY COMMUNITY AMBULANCE | 537 CHESTNUT STREET | 537 CHESTNUT STREET | BALLY | PA | 19503 | CHARITABLE | $170 |
| BERKS CONSERVATORY | |||||||
| BERKS CONSERVATORY | 25 NORTH 11TH STREET | 25 NORTH 11TH STREET | READING | PA | 19601 | CHARITABLE | $100 |
| BERNARDSVILLE PUBLIC LIBRARY | |||||||
| BERNARDSVILLE PUBLIC LIBRARY | 1 ANDERSON HILL ROAD | 1 ANDERSON HILL ROAD | BERNARDSVILLE | NJ | 07924 | CHARITABLE | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| BEST FRIENDS ANIMAL SOCIETY | 5001 ANGEL CANYON ROAD | 5001 ANGEL CANTON ROAD | KANAB | UT | 84741 | CHARITABLE | $1,000 |
| BOYERTOWN HISTORICAL SOCIETY | |||||||
| BOYERTOWN HISTORICAL SOCIETY | 43 S CHESTNUT STREET | 43 S CHESTNUT STREET | BOYERTOWN | PA | 19512 | CHARITABLE | $250 |
| BOYERTOWN MUSEUM | |||||||
| BOYERTOWN MUSEUM | 85 S WALNUT ST | 85 S WALNUT ST | BOYERTOWN | PA | 19512 | CHARITABLE | $50 |
| BOYERTOWN PUBLIC LIBRARY | |||||||
| BOYERTOWN PUBLIC LIBRARY | 29 E PHILADELPHIA AVE | 29 E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $100 |
| BUILDING A BETTER BOYERTOWN | |||||||
| BUILDING A BETTER BOYERTOWN | 3 E PHILADELPHIA AVE | 3 E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $15 |
| CALIFORNIA ALUMNI ASSOC | |||||||
| CALIFORNIA ALUMNI ASSOC | 1 ALUMNI HOUSE | 1 ALUMNI HOUSE | BERKELEY | CA | 94720 | EDUCATIONAL | $60 |
| DAUGHTERS OF WISDOM | |||||||
| DAUGHTERS OF WISDOM | 385 OCEAN AVENUE | 385 OCEAN AVENUE | ISLIP | NY | 11751 | CHARITABLE | $1,000 |
| EASTERN BERKS FIRE DEPARTMENT | |||||||
| EASTERN BERKS FIRE DEPARTMENT | PO BOX 43 | PO BOX 43 | BARTO | PA | 19504 | CHARITABLE | $30 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| ENVIRONMENTAL DEFENSE FUND | 257 PARK AVENUE SOUTH | 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | CHARITABLE | $55 |
| FLEETWOOD ROTARY FOUNDATION | |||||||
| FLEETWOOD ROTARY FOUNDATION | 6 WILLOW STREET | 6 WILLOW STREET | FLEETWOOD | PA | 19522 | CHARITABLE | $12 |
| FRIENDS OF THE DELAWARE CANAL | |||||||
| FRIENDS OF THE DELAWARE CANAL | 145 SOUTH MAIN STREET | 145 SOUTH MAIN STREET | NEW HOPE | PA | 18938 | CHARITABLE | $250 |
| FRIENDS OF WASHINGTON CROSSING PARK | |||||||
| FRIENDS OF WASHINGTON CROSSING PARK | 1112 RIVER ROAD | 1112 RIVER ROAD | WASHINGTON CROSSING | PA | 18977 | CHARITABLE | $100 |
| HEIFER INTERNATIONAL | |||||||
| HEIFER INTERNATIONAL | 1 WORLD AVENUE | 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | CHARITABLE | $1,000 |
| HISTORICAL SOCIETY OF BERKS COUNTY | |||||||
| HISTORICAL SOCIETY OF BERKS COUNTY | 940 CENTRE AVENUE | 940 CENTRE AVENUE | READING | PA | 19601 | CHARITABLE | $65 |
| HOMEFRONT | |||||||
| HOMEFRONT | 1880 PRINCETON AVE | 1880 PRINCETON AVE | LAWRENCVILLE | NJ | 08648 | CHARITABLE | $250 |
| ISLAND INSTITUTE | |||||||
| ISLAND INSTITUTE | PO BOX 648 | PO BOX 648 | ROCKLAND | ME | 04841 | CHARITABLE | $100 |
| LIBERTY MINISTIRES | |||||||
| LIBERTY MINISTRIES | 565 MAIN STREET | 565 MAIN STREET | SCHWENKSVILLE | PA | 19473 | CHARITABLE | $150 |
| MARCH OF DIMES | |||||||
| MARCH OF DIMES | 1275 MAMARONECK AVE | 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $10 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| NATIONAL WILDLIFE FEDERATION | 11100 WILDLIFE CENTER DR | 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | CHARITABLE | $350 |
| NEW BEGINNING CHILDREN'S HOMES | |||||||
| NEW BEGINNING CHILDREN'S HOMES | PO BOX 17064 | PO BOX 17064 | INDIANAPOLIS | IN | 46217 | CHARITABLE | $201 |
| RANSOM EVERGLADES SCHOOL FUND | |||||||
| RANSOM EVERGLADES SCHOOL FUND | 3575 MAIN HIGHWAY | 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | EDUCATIONAL | $250 |
| SALVATION ARMY | |||||||
| SALVATION ARMY | 409 S READING AVE | 409 S READING AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $250 |
| SALVATION ARMY OF PALM BEACH | |||||||
| SALVATION ARMY OF PALM BEACH | 2100 PALM BEACH LAKES BLV | 2100 PALM BEACH LAKES BLV | WEST PALM BEACH | FL | 33409 | CHARITABLE | $400 |
| SANTA FE COLLEGE FOUNDATION | |||||||
| SANTE FE COLLEGE FOUNDATION | 3000 NW 83RD ST | 3000 NW 83RD ST | GAINESVILLE | FL | 32606 | EDUCATIONAL | $500 |
| SIERRA CLUB | |||||||
| SIERRA CLUB | 85 SECOND STREET 2ND FLR | 85 SECOND STREET 2ND FLR | SAN FRANCSICO | CA | 94105 | CHARITABLLE | $120 |
| SOUTH BETHLEHEM HISTORICAL SOCIETY | |||||||
| SOUTH BETHLEHEM HISTORICAL SOCIETY | PO BOX 5106 | PO BOX 5106 | BETHLEHEM | PA | 18015 | CHARITABLE | $331 |
| SOUTH EASTERN GUIDE DOGS | |||||||
| SOUTH EASTERN GUIDE DOGS | 4210 77TH STRET EAST | 4210 77TH ST EAST | PALMETTO | FL | 34221 | CHARITABLE | $400 |
| ST GEORGE'S FIRE & AMBULANCE | |||||||
| ST GEORGE'S FIRE & AMBULANCE | 3 SCHOOL STREET | 3 SCHOOL STREET | TENANTS HARBOR | ME | 04860 | CHARITABLE | $25 |
| ST PHILLIP NERI CHURCH | |||||||
| ST PHILLIP NERI CHURCH | 1325 KLINERD RD | 1325 KLINERD RD | PENNSBURG | PA | 18073 | CHARITABLE | $10 |
| THE CROSSNORE SCHOOL | |||||||
| THE CROSSNORE SCHOOL | PO BOX 249 | PO BOX 249 | CROSSNORE | NC | 28616 | EDUCATIONAL | $150 |
| THE NATURE CONSERVANCY | |||||||
| THE NATURE CONSERVANCY | 4245 NORTH FAIRFAX DRIVE | 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | CHARITABLE | $100 |
| UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI | PO BOX 248027 | PO BOX 248027 | CORAL GABLES | FL | 33124 | EDUCATIONAL | $250 |
| USO | |||||||
| USO | PO BOX 96860 | PO BOX 96860 | WASHINGTON | DC | 20090 | CHARITABLE | $300 |
| WASHINGTON & LEE ANNUAL FUND | |||||||
| WASHINGTON & LEE ANNUAL FUND | 204 W WASHINGTON STREET | 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | EDUCATIONAL | $500 |
| WHYY | |||||||
| WHYY | 150 N 6TH STREET | 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | CHARITABLE | $90 |
| WILDLANDS CONSERVANCY | |||||||
| WILDLANDS CONSERVANCY | 3701 ORCHID PLACE | 3701 ORCHID PLACE | EMMAUS | PA | 18049 | CHARITABLE | $100 |
| WOODLANDS WILDLIFE REFUGE | |||||||
| WOODLANDS WILDLIFE REFUGE | 676 COUNTY ROAD 513 | 676 COUNTY ROAD 513 | PITTSOWN | NJ | 08867 | CHARITABLE | $560 |
| WORLD WILDLIFE FUND | |||||||
| WORLD WILDLIFE FUND | PO BOX 97180 | PO BOX 97180 | WASHINGTON | DC | 20090 | CHARITABLE | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,654 | 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 | $4,745 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,305 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,050 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,050 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| TEMPLETON GROWTH FUND | PURCHASE | 2016-02 | $5,000 | $4,432 | $568 |
| TEMPLETON GROWTH FUND | PURCHASE | 2016-07 | $20,000 | $15,263 | $4,737 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRANKLIN GROWTH FUND | AT COST | $42,068 | $50,998 |
| FRANKLIN SMALL CAP | AT COST | $58,616 | $93,087 |
| TEMPLETON GROWTH FUND | AT COST | $147,171 | $204,520 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE | $133 |
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