SALVAGGIO FAMILY FOUNDATION TR 10011998: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SALVAGGIO FAMILY FOUNDATION TR 10011998 (EIN 25-6614812)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-26
- IRS object ID
- 201603009349100100
- Schema version
- 2015v2.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-26T06:35:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232620120 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCANNON MILLER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 VALLEY CENTER PARKWAY STE 300 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180172285 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256614812 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALVAGGIO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O NORENE SALVAGGIO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALV | BusinessNameControlTxt |
| Phone | 6105305000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 RIDGEVIEW DRIVE NO 300 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORENE L SALVAGGIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6105305000 | PhoneNum |
| Signature | 2016-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00122679 | PTIN |
| Phone | 6104335501 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,780,808 | 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 |
| Interest On Sav Rev And Expnss | $17,670 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,670 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $329,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $311,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,616,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $311,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,551 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58,551 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $716,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $716,401 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $48,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,489 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,880 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $546,931 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $546,931 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $633,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $546,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $681,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,764,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,678,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,678,631 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,677,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,846,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,102,177 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,441,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,524,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,780,808 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,441,701 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,524,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,441,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,524,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,441,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,524,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,441,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,524,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,524,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO - SALE OF PUBLICLY HELD SECURITIES | P | 2015-05-29 | 2015-05-29 | $20 | $2 | $18 | $18 |
| WELLS FARGO - SALE OF PUBLICLY HELD SECURITIES | P | 2013-04-18 | 2015-09-18 | $3,181 | $9,775 | -$6,594 | -$6,594 |
| SCHWAB - SALE OF PUBLICLY HELD SECURITIES | P | 2015-01-01 | 2015-12-31 | $1,069,423 | $1,092,412 | -$22,989 | -$22,989 |
| SCHWAB - SALE OF PUBLICLY HELD SECURITIES | P | 2014-01-01 | 2015-12-31 | $643,130 | $593,580 | $49,550 | $49,550 |
| JMS #2221 - SALE OF PUBLICLY HELD SECURITIES | P | 2015-01-01 | 2015-12-31 | $255,311 | $302,863 | -$47,552 | -$47,552 |
| JMS #6379 - SALE OF PUBLICLY HELD SECURITIES | P | 2005-01-01 | 2015-12-31 | $22,079 | $22,079 | $22,079 | |
| JMS #6379 - SALE OF PUBLICLY HELD SECURITIES | P | 2014-01-01 | 2015-12-31 | $622,955 | $306,306 | $316,649 | $316,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $311,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $273,709 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,933,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027553 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $563,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,497,418 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066262 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,776,303 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,463,662 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.209874 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $772,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,994,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085879 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $802,391 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,854,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.117052 | DistributionYr5Rt |
| Total Distribution | 0.506620 | TotalDistributionRt |
| Average Distribution | 0.101324 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,197,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,641,197 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,812 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,648,009 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $546,931 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,242 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,242 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,618 | OverpaymentAmt |
| Applied To ES Tax | $17,618 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NORENE L SALVAGGIO | IndividualWithBooksNm |
| Phone | 6105305000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 RIDGEVIEW DRIVE SUITE 300 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| NORENE L SALVAGGIO | ||||||||
| 1432 CEDARWOOD ROAD | ALLENTOWN | PA | 18104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS A SALVAGGIO | ||||||||
| 6124 HAASADAHL ROAD | OREFIELD | PA | 18069 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTY A GHIGIARELLI | ||||||||
| 26 FITZGERALD DRIVE | MOOSIC | PA | 18507 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUZIE A SPINOSA | ||||||||
| 3018 BARRINGTON LANE | ALLENTOWN | PA | 18103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,375,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,068,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,444,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,444,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,197,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $809,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $809,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,624 | TotalTaxAmt |
| Distributable Before Adj | $796,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $796,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $796,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $546,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $546,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $546,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $463,337 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $347,131 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,369,814 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $149,166 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,329,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $546,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $546,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $249,321 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $249,321 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,080,127 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $214,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,866,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $347,131 | ExcessFromYear4Amt |
| Excess From Year3 | $1,369,814 | ExcessFromYear3Amt |
| Excess From Year2 | $149,166 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORENE L SALVAGGIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLENTOWN ROTARY CLUB | ||||||||
| 229 NORTH 27TH STREET | ALLENTOWN | PA | 18104 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| ALVIN A DUBLIN ALZHEIMER'S RESOURCE CENTER | ||||||||
| 12468 BRANTLEY COMMONS COURT | FORT MYERS | FL | 33907 | N/A | PUBLIC | CHARITABLE | $500 | |
| BERNARDINE FRANSCISCAN SISTERS | ||||||||
| 450 ST BERNARDINE STREET | READING | PA | 19607 | N/A | PUBLIC | CHARITABLE | $5,500 | |
| BETHESDA MISSION | ||||||||
| 2101 N FRONT STREET BUILDING 1 | HARRISBURG | PA | 17110 | N/A | PUBLIC | CHARITABLE | $1,000 | SUITE 301 |
| BISHOPS ANNUAL APPEAL | ||||||||
| 4029 W TILGHMAN STREET PO BOX F | ALLENTOWN | PA | 181051538 | N/A | PUBLIC | CHARITABLE | $100,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N SIXTH STREET | ALLENTOWN | PA | 18102 | N/A | PUBLIC | CHARITABLE | $7,300 | |
| BOYS & GIRLS CLUB OF EASTON | ||||||||
| 508 CHARLES STREET | EASTON | PA | 18042 | N/A | PUBLIC | CHARITABLE | $16,500 | |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | N/A | PUBLIC | CHARITABLE | $1,100 | |
| CAI EDUCATION ADVANCEMENT TRUST | ||||||||
| 1390 RIDGEVIEW DRIVE | ALLENTOWN | PA | 18104 | N/A | PRIVATE OPERATING FO | CHARITABLE | $63,000 | |
| CATHOLIC CHARITIES | ||||||||
| 2141 DOWNY FLAKE LANE | ALLENTOWN | PA | 18103 | N/A | PUBLIC | CHARITABLE | $10,000 | |
| CETRONIA AMBULANCE | ||||||||
| 7355 WILLIAM AVENUE | ALLENTOWN | PA | 18106 | N/A | PUBLIC | CHARITABLE | $70 | |
| COHEN FEELEY CHARITABLE FOUNDATION | ||||||||
| 2851 BAGLYOS CIRCLE | BETHLEHEM | PA | 18044 | N/A | PUBLIC | CHARITABLE | $500 | |
| COMMUNITY SERVICES FOR CHILDREN | ||||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | N/A | PUBLIC | CHARITABLE | $5,000 | |
| COVENANT HOUSE | ||||||||
| 31 E ARMAT STREET | PHILADELPHIA | PA | 19144 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 1541 ALTA DRIVE | WHITEHALL | PA | 18052 | N/A | PUBLIC | CHARITABLE | $2,500 | |
| DIOCESE OF ALLENTOWN | ||||||||
| 202 NORTH 17TH STREET | ALLENTOWN | PA | 18104 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| EMMAUS SWIMMING AND DIVING CLUB | ||||||||
| 500 MACUNGIE AVENUE | EMMAUS | PA | 18049 | NONE | PUBLIC | CHARITABLE | $100 | |
| ENDOWMENT FOR THE CARE OF RETIRED PRIESTS | ||||||||
| 4029 W TILGHMAN STREET PO BOX F | ALLENTOWN | PA | 181051538 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| GIRL SCOUTS OF AMERICA | ||||||||
| 420 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE | $76 | |
| GOOD SHEPHERD | ||||||||
| 1651 N CEDAR CREST BLVD | ALLENTOWN | PA | 18104 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| HILLSIDE SCHOOL | ||||||||
| 2697 BROOKSIDE ROAD | MACUNGIE | PA | 18062 | N/A | PUBLIC | CHARITABLE | $300 | |
| J WOOD LATT CADDIE SCHOLARSHIP TRUST | ||||||||
| 1974 SPROUL ROAD SUITE 400 | BROOMALL | PA | 19008 | N/A | PUBLIC | CHARITABLE | $450 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD STREET SUITE 800 | WASHINGTON | DC | 20024 | N/A | PUBLIC | CHARITABLE | $250 | |
| JUSTIN SHEFTEL MEMORIAL | ||||||||
| 3632 OAKWOOD TRAIL | ALLENTOWN | PA | 18103 | N/A | PUBLIC | CHARITABLE | $500 | |
| LIFEPATH FOUNDATION | ||||||||
| 3500 HIGH POINT BOULEVARD | BETHLEHEM | PA | 18017 | N/A | PUBLIC | CHARITABLE | $2,000 | |
| MARCH OF DIMES | ||||||||
| 1031 W LINDEN ST | ALLENTOWN | PA | 18102 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| PATHWAYS TO EXCELLENCE | ||||||||
| 8515 GEORGIA AVENUE SUITE 400 | SILVER SPRING | MD | 20910 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| PENN STATE UNIVERSITY | ||||||||
| 308 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | PUBLIC | CHARITABLE | $3,300 | |
| PHS BASEBALL BOOSTER CLUB | ||||||||
| 2700 N CEDAR CREST BLVD | ALLENTOWN | PA | 18104 | N/A | PUBLIC | CHARITABLE | $335 | |
| PUSH THE ROCK | ||||||||
| 647 WALNUT STREET | EMMAUS | PA | 18049 | N/A | PUBLIC | CHARITABLE | $10,000 | |
| SAINT LUKE NEIGHBORHOOD CENTER | ||||||||
| 435 N 7TH ST | ALLENTOWN | PA | 18102 | N/A | PUBLIC | CHARITABLE | $2,500 | |
| ST JOSEPH'S INDIAN SCHOOL | ||||||||
| 1301 N MAIN STREET | CHAMBERLAIN | SD | 57325 | N/A | PUBLIC | CHARITABLE | $100 | |
| ST THOMAS MORE CHURCH | ||||||||
| 1040 FLEXER AVE | ALLENTOWN | PA | 18103 | N/A | PUBLIC | CHARITABLE | $51,000 | |
| ST THOMAS MORE SCHOOL | ||||||||
| 1040 FLEXER AVE | ALLENTOWN | PA | 18103 | N/A | PUBLIC | CHARITABLE | $250,000 | |
| THE FIRST TEE OF THE LEHIGH VALLEY | ||||||||
| 1380 FRITZ DRIVE | BETHLEHEM | PA | 18042 | N/A | PUBLIC | CHARITABLE | $5,000 | |
| THE GIFT OF HEARING FOUNDATION | ||||||||
| 95 OLD BOSTON NECK ROAD | NARRAGANSETT | RI | 02882 | N/A | PUBLIC | CHARITABLE | $1,000 | |
| WOODLAWN FIRE DEPT | ||||||||
| 1651 WHITEHALL AVENUE | ALLENTOWN | PA | 18104 | N/A | PUBLIC | CHARITABLE | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $546,931 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,670 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,026 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,551 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $311,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $716,408 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,408 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,650 | Amt |
| Net Investment Income | $2,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED INVESTMENTS | StockNm |
| EOY Book Value | $12,846,331 | EOYBookValueAmt |
| EOYFMV | $13,102,177 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $30,880 | $30,880 | $0 |
| PA STATE REGISTRATION FEE | $15 | $0 | $0 |
| MISCELLANEOUS OTHER EXPENSES | $682 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERS GROUP PRIVATE EQUITY LLC | $3,038 | $3,038 | $3,038 |
| PARTNERS GROUP PRIVATE EQUITY LLC | $55,513 | $55,513 | $55,513 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $47,500 | $0 | $0 |
| FOREIGN INCOME TAXES | $1,489 | $1,489 | $0 |