KERN FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KERN FAMILY FOUNDATION INC (EIN 20-3330559)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-30
IRS object ID
201612439349100401
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-30T10:41:19-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12402 W 8th StreetAddressLine1Txt
CityErieCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16505ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203330559EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KERN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRUCE KERN SRInCareOfNm
Business Name ControlKERNBusinessNameControlTxt
Phone8144522281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13906 STATE STREETAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16508ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE KERN SRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8144522281PhoneNum
Signature2016-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey E BeachPreparerPersonNm
PTINP00354019PTIN
Phone8144544008PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,112,945FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$364,860ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$62,917DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,917DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$157,420NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$252,989GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$157,420CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$585,197TotalRevAndExpnssAmt
Total Net Invst Incm$220,337TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$725AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,723OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,723OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,448TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$725TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$225,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$225,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$229,248TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,723TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$226,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$355,949ExcessRevenueOverExpensesAmt
Net Investment Income$217,614NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$568,982CashBOYAmt
Cash EOY$160,359CashEOYAmt
Cash EOYFMV$160,359CashEOYFMVAmt
Corporate Stock BOY$3,503,107CorporateStockBOYAmt
Corporate Stock EOY$3,952,586CorporateStockEOYAmt
Corporate Stock EOYFMV$3,952,586CorporateStockEOYFMVAmt
Total Assets BOY$4,072,089TotalAssetsBOYAmt
Total Assets EOY$4,112,945TotalAssetsEOYAmt
Total Assets EOYFMV$4,112,945TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,072,089RetainedEarningBOYAmt
Retained Earning EOY$4,112,945RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,072,089TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,112,945TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,072,089TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,112,945TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,072,089TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$355,949ExcessRevenueOverExpensesAmt
Subtotal$4,428,038SubtotalAmt
Other Decreases$315,093OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,112,945TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NATIONAL FINANCIAL SERVICES2015-02-062015-12-03$147,678$164,921-$17,243-$17,243
NATIONAL FINANCIAL SERVICES2015-12-31$105,311$82,726$22,585$22,585
CAPITAL GAIN DIVIDENDS$152,078P
FieldValueIRS element (for citing)
Capital Gain Net Income$157,420CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$129,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,483,943NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037171DistributionYr1Rt
Adjusted Qlfy Distri Yr2$111,488AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,718,792NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041006DistributionYr2Rt
Adjusted Qlfy Distri Yr3$108,403AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,263,623NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047889DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,067AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,177,037NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045505DistributionYr4Rt
Adjusted Qlfy Distri Yr5$84,666AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,997,483NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042386DistributionYr5Rt
Total Distribution0.213957TotalDistributionRt
Average Distribution0.042791AverageDistributionRt
Net Vl Noncharitable Assets$4,031,130NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$172,496AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,176NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$174,672AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$226,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,176InvestmentIncomeExciseTaxAmt
Subtotal$2,176SubtotalAmt
Tax Based On Investment Income$2,176TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,812EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,812TotalPaymentsAndCreditsAmt
Overpayment$2,636OverpaymentAmt
Applied To ES Tax$2,636AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRUCE KERN SRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8144522281PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13906 STATE STREETAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16508ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE KERN SR
3906 STATE STREETERIEPA16508PRESIDENT2.0$0$0$0
NANCY R KERN
3906 STATE STREETERIEPA16508DIRECTOR1.0$0$0$0
B SCOTT KERN
3906 STATE STREETERIEPA16508SECRETARY1.0$0$0$0
C BRUCE KERN II
3906 STATE STREETERIEPA16508TREASURER1.0$0$0$0
BONNIE KERN
3906 STATE STREETERIEPA16508DIRECTOR1.0$0$0$0
AMY C KERN
3906 STATE STREETERIEPA16508DIRECTOR1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,727,847AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$364,671AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,092,518TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,092,518AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,388CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,031,130NetVlNoncharitableAssetsAmt
Minimum Investment Return$201,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$201,557MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,176TaxBasedOnInvestmentIncomeAmt
Total Tax$2,176TotalTaxAmt
Distributable Before Adj$199,381DistributableBeforeAdjAmt
Distributable Before Ded$199,381DistributableBeforeDedAmt
Distributable As Adjusted$199,381DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$226,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$226,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,176PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$224,349AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$199,381DistributableAsAdjustedAmt
Undistributed Income PY$168,757UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$226,525QualifyingDistributionsAmt
Applied To Year1$168,757AppliedToYear1Amt
Applied To Current Year$57,768AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$141,613UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE KERN SRContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRUCE KERN SRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13906 STATE STAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16508ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8144522281RecipientPhoneNum
Form And Info And MaterialsGRANTEES MUST WRITE A LETTER TO THE FOUNDATION STATING THE PURPOSE OF THE GRANT, THE AMOUNT REQUESTED AND PROOF OF 501(C)(3) STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE TO ERIE, PA REGIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED WAY OF ERIE COUNTY
420 W 6TH STREET 200ERIEPA16507PCCOMMUNITY SERVICES$25,000
ARTS COUNCIL OF ERIE
700 MAIN STREET 1BUFFALONY14202PCARTS AND CULTURE$5,000
ERIE COUNTY AMERICAN RED CROSS
4961 PITTSBURGH AVENUEERIEPA16509PCCOMMUNITY SERVICES$5,000
ERIE PLAYHOUSE AND THEATRE
13 WEST 10TH STREETERIEPA16501PCARTS AND CULTURE$6,000
ERIE ZOOLOGICAL SOCIETY
PO BOX 3268ERIEPA16508PCCOMMUNITY SERVICE$2,500
ERIE COUNTY HISTORICAL SOCIETY
419 STATE STREETERIEPA16501PCARTS AND CULTURE$5,000
CAMP JUDSON
398 HOLIDAY ROADNORTH SPRINGFIELDPA16430PCGENERAL FUND$2,300
ERIE CITY MISSION
1017 FRENCH STREETERIEPA16501PCGENERAL FUND$50,000
ASBURY WOODS PARTNERSHIP
4105 ASBURY ROADERIEPA16506PCGENERAL FUND$75,000
ERIE DAY SCHOOL
1372 WEST 6TH STREETERIEPA16505PCGENERAL FUND$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$225,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,917ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$157,420ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$220,337ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$220,337TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BRUCE KERN
13906 STATE STRETERIEPA16508$299,393Yes (X)Yes (X)
B SCOTT KERN
25362 WOLF ROADERIEPA16505$25,000Yes (X)
Bruce Kern II
3969 Dutch RoadFairviewPA16415$40,467Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
110,000 shs YACKZ 500 SHS NFLX$299,4552015-12-17
3214 SHS NOC$40,4052015-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$725Amt
Disbursements Charitable Prps$725DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$3,952,586EOYBookValueAmt
EOYFMV$3,952,586EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$315,093Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBRUCE KERNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13906 STATE STRETAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16508ZIPCd

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