TOPPER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201603099349100105
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T08:44:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181012108 | 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 | 200523820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPP | BusinessNameControlTxt |
| Phone | 6107913800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2016-11-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2016-11-04 | PreparationDt |
| 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 | $8,563,590 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,944,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67,266 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,266 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $67,266 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,574 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,574 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$529,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,590,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$67,586 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$67,586 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,419,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,065 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,254 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $16,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,927 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,543 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,543 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $455,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,963,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,254 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,067,203 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,463,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,463,122 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,290,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,563,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,563,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,290,029 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,563,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,290,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,563,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,290,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,563,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,290,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,963,819 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,253,848 | SubtotalAmt |
| Other Decreases | $690,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,563,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,753,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100372 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $132,970 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $244,039 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.544872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,614 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,939 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.235007 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,740 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095499 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $143,317 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041865 | DistributionYr5Rt |
| Total Distribution | 3.017615 | TotalDistributionRt |
| Average Distribution | 0.603523 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,315,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,415,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,415,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $439,543 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,163 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,163 | SubtotalAmt |
| Tax Based On Investment Income | $1,163 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $1,182 | 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 |
| Individual With Books | JOSEPH V TOPPER JR | IndividualWithBooksNm |
| Phone | 6107913800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH V TOPPER JR | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MAUREEN TOPPER | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | SECRETARY | 0.50 | $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 | $7,265,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,426,810 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,426,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,315,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,163 | TotalTaxAmt |
| Distributable Before Adj | $364,607 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $364,607 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $364,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,543 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $439,543 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $439,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,607 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,159 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,768 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $189,861 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,543 | QualifyingDistributionsAmt |
| Applied To Current Year | $364,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,936 | RemainingDistriFromCorpusAmt |
| Total Corpus | $501,537 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $501,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,813 | ExcessFromYear4Amt |
| Excess From Year3 | $109,159 | ExcessFromYear3Amt |
| Excess From Year2 | $120,768 | ExcessFromYear2Amt |
| Excess From Year1 | $189,861 | ExcessFromYear1Amt |
| Excess From Current Year | $74,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH V TOPPER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107913800 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSUMPTION BVM CHURCH | ||||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $39,600 | |
| ALLENTOWN CENTRAL CATHOLIC HS | ||||||||
| 301 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $35,000 | |
| ALLENTOWN RESCUE MISSION | ||||||||
| 355 W HAMILTON STREET | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $50 | PO BOX 748 |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 200 EXECUTIVE BLVD | SOUTHINGTON | CT | 06489 | NON | PAID | GENERAL CHARITABLE | $200 | SUITE 4B |
| AMERICA NEEDS FATIMA | ||||||||
| PO BOX 341 | HANOVER | PA | 17331 | NON | PAID | GENERAL CHARITABLE | $100 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1275 MAMORONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PAID | GENERAL CHARITABLE | $220 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 968 POSTAL RD | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $200 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| DIOCESE OF ALLENTOWN | ||||||||
| 1515 MARTIN LUTHER KING D | ALENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $26,600 | |
| BOY & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $250 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 944 MARCON BLVD | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $100 | SUITE 110 |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PAID | GENERAL CHARITABLE | $150 | |
| CATHOLIC SENIOR HOUSING AND HEALTH | ||||||||
| 1200 SPRING STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| CONCERNED WOMEN FOR AMERICA | ||||||||
| 1015 FIFTEENTH STREET NW | WASHINGTON | DC | 20005 | NONE | PAID | GENERAL CHARITABLE | $200 | SUITE 1100 |
| DESALES UNIVERSITY | ||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | PAID | GENERAL CHARITABLE | $55,000 | |
| GOOD SHEPHERD | ||||||||
| 850 S 5TH STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $50,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1525 VALLEY CENTER PKWY | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $200 | SUITE 180 |
| MARY KNOLL FATHER & BROTHERS | ||||||||
| 55 RYDER ROAD | OSSINING | NY | 10562 | NONE | PAID | GENERAL CHARITABLE | $600 | |
| MARY'S SHELTER OF LV | ||||||||
| 325 S 12TH ST | READING | PA | 19602 | NONE | PAID | GENERAL CHARITABLE | $5,250 | |
| MERCY SPECIAL TEAMING CENTER | ||||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $30,000 | |
| MISSIONARY OBLATES OF MI | ||||||||
| 391 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | NONE | PAID | GENERAL CHARITABLE | $100 | |
| MRTV LLC | ||||||||
| 1730 VULTEE STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $9,923 | |
| PUBLIC BROADCASTING SERVICES | ||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PAID | GENERAL CHARITABLE | $27,500 | |
| SHARE CARE | ||||||||
| 323 WYANDOTTE STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $100 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | NONE | PAID | GENERAL CHARITABLE | $5,100 | |
| ST LUKES COLLEGE PUBLICATIONS | ||||||||
| 2800 PIERCE STREET | SIOUX CITY | IA | 51104 | NONE | PAID | GENERAL CHARITABLE | $100 | SUITE 410 |
| ST MICHAELS THE ARCHANGEL SCHOOL | ||||||||
| 4121 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $84,500 | |
| TEACHERS COLLEGE | ||||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 10027 | NONE | PAID | GENERAL CHARITABLE | $50,000 | |
| THE WOMEN'S 5K CLASSIC | ||||||||
| PO BOX 509 | ALLENTOWN | PA | 18105 | NONE | PAID | GENERAL CHARITABLE | $5,000 | |
| UNITED WAY OF THE GREATER LV | ||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $1,000 | |
| YMCA OF BETHLEHEM | ||||||||
| 430 EAST BROAD STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,543 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,266 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,574 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$529,852 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (10 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CROSSAMERICA PARTNERS | 14 | $73,613 |
| ENLINK MIDSTREAM PARTNERS | 14 | -$21,571 |
| BUCKEYE PARTNERS | 14 | -$8,179 |
| THE BLACKSTONE GROUP | 14 | $7 |
| THE BLACKSTONE GROUP | 14 | $20 |
| ENERGY TRANSFER PARTNERS | 14 | -$7,246 |
| PLAINS ALL AMERICAN PIPELIN | 14 | -$11,724 |
| NGL ENERGY PARTNERS | 14 | -$16,263 |
| WILLIAMS PARTNERS | 14 | -$26,470 |
| BLUEKNIGHT ENERGY PARTNERS | 14 | -$49,777 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$524,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$524,598 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PDT TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON STREET | AddressLine1Txt |
| Address Line2 | SUITE 500 | AddressLine2Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,934,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CST SHARES | NoncashPropertyDesc |
| Fair Market Value | $3,934,000 | FairMarketValueAmt |
| Received | 2015-12-30 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MORGAN STANLEY 38482 | PURCHASE | $3,264 | $2,828 | $436 |
| MORGAN STANLEY 38482 | PURCHASE | $8,497 | $7,972 | $525 |
| MERRILL LYNCH 2009 | PURCHASE | $206,090 | $247,592 | -$41,502 |
| MERRILL LYNCH 2009 | PURCHASE | $1,345,687 | $1,833,522 | -$487,835 |
| RBC CAPITAL MARKETS, LLC | PURCHASE | $15,670 | $16,780 | -$1,110 |
| RBC CAPITAL MARKETS, LLC | PURCHASE | $10,821 | $11,408 | -$587 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INVESTMENTS | $4,529,122 | $4,529,122 |
| OTHER INVESTMENT | ||
| PDT TRUST CONTRIBUTION | $3,934,000 | $3,934,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENTS | Desc |
| Amt | $690,258 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER PARTNERS K-1 | $4 | $4 | $4 |
| CROSSAMERICA PARTNERS | $73,613 | $73,613 | |
| ENLINK MIDSTREAM PARTNERS | -$21,571 | -$21,571 | |
| BUCKEYE PARTNERS | -$8,179 | -$8,179 | |
| THE BLACKSTONE GROUP | $7 | $7 | |
| THE BLACKSTONE GROUP | $20 | $20 | |
| ENERGY TRANSFER PARTNERS | -$7,246 | -$7,246 | |
| PLAINS ALL AMERICAN PIPELINE | -$11,724 | -$11,724 | |
| NGL ENERGY PARTNERS | -$16,263 | -$16,263 | |
| WILLIAMS PARTNERS | -$26,470 | -$26,470 | |
| BLUEKNIGHT ENERGY PARTNERS | -$49,777 | -$49,777 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY 38482 FEES | $1,075 | $1,075 |
| MERRILL LYNCH 2009 FEES | $7,904 | $7,904 |
| ACCOUNTANT | $1,100 | |
| RBC CAPITAL MARKETS, LLC | $2,198 | $2,198 |
| INVESTMENT ADVISORY FEES | $3,750 | $3,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY 38482 FT | CategoryTxt |
| Amt | $13 | Amt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |