The Leo and Peggy Pierce Family Foundation: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- The Leo and Peggy Pierce Family Foundation (EIN 59-7109847)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349103586
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T16:04:34-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 597109847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leo and Peggy Pierce Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CONSTANCE BUCKLEY | InCareOfNm |
| Business Name Control | LEOA | BusinessNameControlTxt |
| Phone | 6108963868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 East Lancaster Avenue Suite 102 | AddressLine1Txt |
| City | Ardmore | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANCE BUCKLEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2155614200 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Jackson | PreparerPersonNm |
| PTIN | P00236684 | PTIN |
| Phone | 2155614200 | 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 | $33,340,583 | 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 | $233,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $146,784 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $146,784 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $716,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $716,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $853,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,087,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $850,549 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$44,295 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$35,881 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,907,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,678,217 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,404 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,281 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,123 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,371 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $474 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,897 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,763 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $353 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,410 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $389,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $260,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $129,781 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $96,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,859 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,233 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,647 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,586 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,659 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,263 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,705 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $569,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $305,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,782,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,782,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,351,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $305,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,969,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$444,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,373,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,706,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $899,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $899,293 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,189,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,242,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,687,407 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,168,450 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,805,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,753,883 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $34,064,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,947,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,340,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $34,064,985 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,947,487 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,064,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,947,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,064,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,947,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,064,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$444,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $634,550 | OtherIncreasesAmt |
| Subtotal | $34,254,538 | SubtotalAmt |
| Other Decreases | $2,307,051 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,947,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML 02611 SHORT TERM | P | $111,396 | $95,923 | $15,473 | $15,473 |
| ML 02611 LONG TERM | P | $437,843 | $344,704 | $93,139 | $93,139 |
| ML 02612 SHORT TERM | P | $112,432 | $140,299 | -$27,867 | -$27,867 |
| ML 02612 SHORT TERM (NONCOVERED) | P | $23,360 | $38,652 | -$15,292 | -$15,292 |
| ML 02612 LONG TERM | P | $53,622 | $64,313 | -$10,691 | -$10,691 |
| ML 02612 LONG TERM (NONCOVERED) | P | $17,709 | $25,658 | -$7,949 | -$7,949 |
| ML 02615 SHORT TERM | P | $210,179 | $214,425 | -$4,246 | -$4,246 |
| ML 02615 LONG TERM | P | $174,700 | $172,698 | $2,002 | $2,002 |
| ML 02615 LONG TERM (NONCOVERED) | P | $179,243 | $180,290 | -$1,064 | -$1,047 |
| ML 02617 SHORT TERM | P | $617,762 | $626,062 | -$5,886 | -$8,300 |
| ML 02617 SHORT TERM (NONCOVERED) | P | $1,362 | $1,273 | $89 | $89 |
| ML 02617 LONG TERM | P | $522,524 | $441,591 | $80,933 | $80,933 |
| ML 02617 LONG TERM (NONCOVERED) | P | $5,705 | $5,056 | $649 | $649 |
| ML 04011 LONG TERM | P | $856,431 | $791,660 | $64,771 | $64,771 |
| ML 04100 LONG TERM | P | $119,057 | $134,262 | -$15,205 | -$15,205 |
| ML 04104 SHORT TERM | P | $519,014 | $490,707 | $28,708 | $28,307 |
| ML 04104 LONG TERM | P | $809,426 | $657,982 | $151,444 | $151,444 |
| ML 04104 LONG TERM (NONCOVERED) | P | $9,185 | $4,026 | $5,159 | $5,159 |
| ML 04144 SHORT TERM | P | $190,032 | $188,824 | $651 | $1,208 |
| ML 04144 SHORT TERM (NONCOVERED) | P | $110,345 | $110,345 | ||
| ML 04144 LONG TERM | $295,295 | $293,094 | $1,066 | $2,201 | |
| ML 04144 LONG TERM (NONCOVERED) | P | $269,215 | $269,388 | -$195 | -$173 |
| ML 04155 SHORT TERM | P | $491,287 | $501,296 | -$10,009 | -$10,009 |
| ML 04230 SHORT TERM | P | $273,096 | $204,374 | $68,722 | $68,722 |
| ML 04230 LONG TERM | P | $84,911 | $70,165 | $14,746 | $14,746 |
| ML 04234 SHORT TERM | P | $5,605 | $9,406 | -$3,783 | -$3,801 |
| ML 04234 SHORT TERM (NONCOVERED) | P | $352 | $352 | ||
| ML 04234 LONG TERM | P | $101,468 | $122,898 | -$21,430 | -$21,430 |
| ML 04235 SHORT TERM | P | $63,790 | $46,440 | $17,350 | $17,350 |
| ML 04235 LONG TERM | $89,045 | $70,859 | $18,536 | $18,186 | |
| ML 02156 SHORT TERM | $24,562 | $24,606 | -$43 | -$44 | |
| ML 02516 SHORT TERM (NONCOVERED) | $28 | $28 | |||
| ML 02156 LONG TERM | P | $127,114 | $127,170 | -$41 | -$56 |
| ML 02156 LONG TERM (NONCOVERED) | P | $49,958 | $51,037 | -$1,080 | -$1,079 |
| MS 85030 SHORT TERM | P | $1,315,705 | $1,422,470 | -$106,729 | -$106,765 |
| MS 85030 SHORT TERM (NONCOVERED) | P | $872,473 | $898,649 | -$26,176 | -$26,176 |
| MS 85030 LONG TERM | P | $1,550,674 | $1,552,786 | -$2,815 | -$2,112 |
| MS 85030 LONG TERM (NONCOVERED) | P | $1,548,640 | $1,405,580 | $142,409 | $143,060 |
| MS 77030 SHORT TERM | P | $905,534 | $936,115 | -$26,439 | -$30,581 |
| MS 77073 LONG TERM | P | $2,133,315 | $1,757,153 | $373,986 | $376,162 |
| MS 77030 LONG TERM (NONCOVERED) | P | $331,798 | $171,310 | $160,488 | $160,488 |
| ML 02612 LONG TERM (NONCOVERED) | $83,944 | $88,426 | -$4,482 | -$4,482 | |
| ML 02615 SHORT TERM (NONCOVERED) | $78,524 | $78,524 | |||
| ML 02615 LONG TERM (NONCOVERED) | $165,032 | $164,211 | $821 | $821 | |
| ML 02617 CASH IN LIEU | $11 | $11 | $11 | ||
| ML 04100 CASH IN LIEU | $10 | $10 | $10 | ||
| ML 04104 CASH IN LIEU | $130 | $130 | $130 | ||
| ML 04230 CASH IN LIEU | $5 | $5 | $5 | ||
| ML 04234 CASH IN LIEU | $8 | $8 | $8 | ||
| MS 85030 SHORT TERM (NONCOVERED) | $88,705 | $217,005 | -$128,300 | -$128,300 | |
| PTP SALES - SHORT-TERM | $0 | $0 | -$6,039 | $0 | |
| PTP SALES - LONG-TERM | $0 | $0 | -$21,046 | $0 | |
| CAPITAL GAIN DIVIDENDS | P | $48,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $850,549 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,285,868 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,303,168 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03542 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $963,241 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,374,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032792 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $771,708 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,828,102 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048756 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $705,255 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,799,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044636 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $698,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,683,836 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047585 | DistributionYr5Rt |
| Total Distribution | 0.209189 | TotalDistributionRt |
| Average Distribution | 0.041838 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,644,599 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,533,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,732 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,546,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,969,961 | 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 | $13,732 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,732 | SubtotalAmt |
| Tax Based On Investment Income | $13,732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,669 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $72,669 | TotalPaymentsAndCreditsAmt |
| Overpayment | $58,937 | OverpaymentAmt |
| Applied To ES Tax | $58,937 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.piercefamilyfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE BUCKLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108622105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST LANCASTER AVE STE 102 | AddressLine1Txt |
| City | Ardmore | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LEO W PIERCE SR | ||||||||
| 16 East Lancaster Avenue | Ardmore | PA | 19003 | MANAGING TRUSTEE | 0 | $0 | $0 | $0 |
| MICHAEL PIERCE | ||||||||
| 16 East Lancaster Avenue | Ardmore | PA | 19003 | TRUSTEE | 0 | $0 | $0 | $0 |
| CONSTANCE BUCKLEY | ||||||||
| 16 East Lancaster Avenue | Ardmore | PA | 19003 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,729,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,473,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,202,639 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,202,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $558,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,644,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,832,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,832,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,732 | TotalTaxAmt |
| Distributable Before Adj | $1,818,498 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,818,498 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,818,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,969,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,969,961 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,732 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,956,229 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,818,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,634,647 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,969,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,634,647 | AppliedToYear1Amt |
| Applied To Current Year | $335,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,483,184 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEO W PIERCE SR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Connie Buckley | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Barr Harbor Dr Ste 280 | AddressLine1Txt |
| City | W Conshohocken | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108622105 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE ATTACHED STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Homeless Family Center | ||||||||
| 715 4th Place | Vero Beach | FL | 32962 | NONE | PC | GENERAL | $50,000 | |
| Faith Friendship Villa | ||||||||
| 128 West Main Street | Mountville | PA | 17554 | NONE | PC | GENERAL | $25,000 | |
| Cabrini College | ||||||||
| 610 King of Prussia Road | Radnor | PA | 190873698 | NONE | PC | GENERAL | $20,000 | |
| St John's Prep School | ||||||||
| 1733 West Girard Ave | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $5,000 | |
| Chestnut Hill Meals on Wheels | ||||||||
| 8765 Stenton Avenue | Wyndmoor | PA | 19038 | NONE | PC | GENERAL | $7,500 | |
| Common Market | ||||||||
| 2901 West Hunting Park Ave | Philadelphia | PA | 19129 | NONE | PC | GENERAL | $35,000 | |
| Sacred Heart Church | ||||||||
| 1739 Ferry Avenue | Camden | NJ | 08104 | NONE | PC | GENERAL | $10,000 | |
| ACHIEVEability | ||||||||
| 35 N 60th Street | Philadelphia | PA | 19139 | NONE | PC | GENERAL | $25,000 | |
| Chester County Food Bank | ||||||||
| 650 Pennsylvania Avenue | Exton | PA | 19341 | NONE | PC | GENERAL | $25,000 | |
| Germantown Avenue Crisis Ministry | ||||||||
| 35 W Chelten Avenue | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $5,000 | |
| Good Samaritan Shelter | ||||||||
| 141 E High Street | Phoenixville | PA | 19460 | NONE | PC | GENERAL | $50,000 | PO Box 551 |
| Community Center at Visitation | ||||||||
| 428 E Erie Avenue | Philadelphia | PA | 19134 | NONE | PC | GENERAL | $15,000 | |
| ElderNet of Lower Merion and Narbeth | ||||||||
| 9 S Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | NONE | PC | GENERAL | $5,000 | |
| Fair Food | ||||||||
| 1315 Walnut Street | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $15,000 | Suite 532 |
| North Light Community Center | ||||||||
| 175 Green Lane | Philadelphia | PA | 19127 | NONE | PC | GENERAL | $15,000 | |
| A Little Taste of Everything | ||||||||
| 4919 Pentridge Street | Philadelphia | PA | 19143 | NONE | PC | GENERAL | $15,000 | |
| Federal Housing Inc | ||||||||
| 8900 Roosevelt Blvd | Philadelphia | PA | 19115 | NONE | PC | GENERAL | $15,000 | |
| Fund for Philadelphia - The Food Adovcacy Council | ||||||||
| 1401 JFK Boulevard 14th Floor | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $15,000 | |
| Broad Street Ministry | ||||||||
| 315 S Broad Street | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $20,000 | |
| Community Legal Services | ||||||||
| 1424 Chestnut Street | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $20,000 | |
| Greener Partners | ||||||||
| 260 Spring Road | Malvern | PA | 19355 | NONE | PC | GENERAL | $25,000 | |
| The Enterprise Center | ||||||||
| 4548 Market Street | Philadelphia | PA | 19139 | NONE | PC | GENERAL | $15,000 | |
| Face to Face | ||||||||
| 109 East Price Street | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $15,000 | |
| Greensgrow Philadelphia Project | ||||||||
| 2503 East Firth Street | Philadelphia | PA | 19125 | NONE | PC | GENERAL | $30,000 | |
| Greater Philadelphia Coalition against Hunger | ||||||||
| 1725 Fairmount Avenue | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $40,000 | |
| Interfaith Hospitality Network of PA | ||||||||
| 7047 Germantown Avenue | Philadelphia | PA | 19119 | NONE | PC | GENERAL | $2,000 | |
| Inter-faith Housing Alliance | ||||||||
| PO Box 141 | Ambler | PA | 19002 | NONE | PC | GENERAL | $5,000 | |
| Lutheran Settlement House | ||||||||
| 1340 Frankford Avenue | Philadelphia | PA | 19125 | NONE | PC | GENERAL | $15,000 | |
| MANNA on Main Street | ||||||||
| 713 W Main Street | Lansdale | PA | 19446 | NONE | PC | GENERAL | $15,000 | |
| Maternal and Child Health Consortium of ChestCo | ||||||||
| 30 West Barnard Street | West Chester | PA | 19382 | NONE | PC | GENERAL | $15,000 | |
| Jewish Relief Agency | ||||||||
| 116 Bala Avenue | Bala Cynwyd | PA | 19004 | NONE | PC | GENERAL | $10,000 | |
| Patrician Society | ||||||||
| 121 E Chestnut Street | Norristown | PA | 19401 | NONE | PC | GENERAL | $8,000 | |
| Supportive Older Women's Network (SOWN) | ||||||||
| 4100 Main Street Suite 200 | Philadelphia | PA | 19127 | NONE | PC | GENERAL | $10,000 | |
| The Food Trust | ||||||||
| One Penn Center Suite 900 | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $40,000 | 1617 John F Kennedy Blvd |
| Oxford Neighborhood Service | ||||||||
| 35 Norther Third Street | Oxford | PA | 19363 | NONE | PC | GENERAL | $10,000 | |
| Urban Tree Connection | ||||||||
| 5125 Woodbine Avenue | Philadelphia | PA | 19131 | NONE | PC | GENERAL | $25,000 | |
| Pennypack Farm | ||||||||
| 7005 Sheaff Lane | Fort Washington | PA | 19034 | NONE | PC | GENERAL | $15,000 | |
| Philadelphia Orchard Project | ||||||||
| 4934 Larchwood Avenue | Philadelphia | PA | 19143 | NONE | PC | General | $25,000 | |
| Pottstown Senior Center | ||||||||
| 288 Moser Road Suite 1 | Pottstown | PA | 19464 | NONE | PC | General | $5,000 | |
| Public Interest Law Center | ||||||||
| 1709 Benjamin Franklin Parkway | Philadelphia | PA | 19103 | NONE | PC | General | $10,000 | 2nd Floor |
| SHARE Food Program | ||||||||
| 2901 Hunting Park Avenue | Philadelphia | PA | 19129 | NONE | PC | General | $77,500 | |
| St Christopher's Foundation | ||||||||
| 1800 JFK Blvd Suite 1550 | Philadelphia | PA | 19103 | NONE | PC | General | $30,000 | |
| ECS St Barnabas Mission | ||||||||
| 225 South Third Street | Philadelphia | PA | 191063910 | NONE | PC | General | $20,000 | |
| The Awbury Arboretum | ||||||||
| One Awbury Road | Philadelphia | PA | 19138 | NONE | PC | General | $13,000 | |
| Benefits Data Trust | ||||||||
| 1500 Market Street | Philadelphia | PA | 19102 | NONE | PC | General | $40,000 | Suite 2800 |
| Boys and Girls Clubs of Chester | ||||||||
| 201 E 7th | Chester | PA | 19013 | NONE | PC | General | $2,500 | |
| Harvest Food & Outreach Center | ||||||||
| 1360 28th St | Vero Beach | FL | 32960 | NONE | PC | General | $25,000 | |
| Laurel House | ||||||||
| 605 Swede St | Norristown | PA | 19401 | NONE | PC | General | $10,000 | |
| Norristown Ministries Hospitality Center | ||||||||
| 530 Church St | Norristown | PA | 19401 | NONE | PC | General | $10,000 | |
| Senior Resource Association | ||||||||
| 694 14th St | Vero Beach | FL | 32960 | NONE | PC | General | $10,000 | |
| Triskeles | ||||||||
| 707 Eagleview Blvd | Exton | PA | 19341 | NONE | PC | General | $15,000 | Suite 105 |
| West Chester Food Cupboard | ||||||||
| 545 E Gray St | West Chester | PA | 19380 | NONE | PC | General | $5,000 | |
| Coatesville Area Senior Center | ||||||||
| 250 Harmony St | Coatesville | PA | 19320 | NONE | PC | General | $5,000 | |
| Federation of Neighborhood Centers | ||||||||
| 1528 WALNUT STREET | Philadelphia | PA | 19102 | NONE | PC | General | $40,000 | Suite 200 |
| Free Library of Philadelphia Foundation | ||||||||
| 1901 Vine Street | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $15,000 | |
| Mazzoni Center | ||||||||
| 21 S 12th St | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $5,000 | |
| Narberth Community Food Bank | ||||||||
| 201 Sabine Ave | Narberth | PA | 19072 | NONE | PC | General | $5,000 | |
| Norris Square Neighborhood Project | ||||||||
| 2141 N Howard St | philadelphia | PA | 19122 | NONE | PC | General | $5,000 | |
| North Penn Valley Boys & Girls Clubs | ||||||||
| 16 Susquehanna Ave | Lansdale | PA | 19446 | NONE | PC | General | $5,000 | |
| The Open Link | ||||||||
| 452 Penn St | Pennsburg | PA | 18073 | NONE | PC | General | $5,000 | |
| People's Emergency Center | ||||||||
| 325 N 39th St | Philadelphia | PA | 19104 | NONE | PC | General | $5,000 | |
| Philadelphia Interfaith Hospitality Network | ||||||||
| 7047 Germantown Avenue Philadelphia | Philadelphia | PA | 19119 | NONE | PC | General | $5,000 | |
| Philadelphia Public School Notebook | ||||||||
| 699 Ranstead St | Philadelphia | PA | 19106 | NONE | PC | General | $25,000 | 3rd Floor |
| Vetri Foundation For Children | ||||||||
| 211 N 13th Street | Philadelphia | PA | 19107 | NONE | PC | General | $50,000 | Suite 303 |
| Friends of Farmworkers | ||||||||
| 699 Ranstead Street | Philadelphia | PA | 19106 | NONE | PC | General | $15,000 | |
| Pennsylvania Horticultural Society | ||||||||
| 100 N 20th St | Philadelphia | PA | 19103 | NONE | PC | General | $50,000 | |
| St Christopher's Hospital for Children | ||||||||
| 160 E Erie Ave | Philadelphia | PA | 19134 | NONE | PC | General | $70,000 | |
| Treasure Coast Food Bank | ||||||||
| 401 Angle Rd | Fort Pierce | FL | 34947 | NONE | PC | General | $100,000 | |
| Community Outreach Partnership | ||||||||
| 2212 Spruce Street | Philadelphia | PA | 19103 | NONE | PC | General | $10,000 | |
| Friends Association | ||||||||
| 113 W Chestnut Street | West Chester | PA | 19380 | NONE | PC | General | $10,000 | |
| Luthern Children and Family Services | ||||||||
| 5401 Rising Sun Avenue | Philadelphia | PA | 19120 | NONE | PC | General | $5,000 | |
| New Horizons Senior Center | ||||||||
| 100 Conway Avenue | Narberth | PA | 19072 | NONE | PC | General | $9,000 | 2nd Floor |
| Overbrook School | ||||||||
| 6333 Malvern Ave | Philadelphia | PA | 19151 | NONE | PC | General | $8,800 | |
| Sherwood Christian Outreach | ||||||||
| 5543 Willows Ave | Philadelphia | PA | 19143 | NONE | PC | General | $12,000 | |
| St Peter's Food Cupboard | ||||||||
| 313 Pine Street | Philadelphia | PA | 19106 | NONE | PC | General | $15,000 | |
| Urbanstead (Fiscal FNDC) | ||||||||
| 1708 Ridge Ave | Philadelphia | PA | 19130 | NONE | PC | General | $10,000 | |
| West Chester Area Senior Center | ||||||||
| 530 E Union Street | West Chester | PA | 19382 | NONE | PC | General | $10,000 | |
| CityTeam | ||||||||
| 634 Sproul Street | Chester | PA | 19013 | NONE | PC | General | $2,500 | |
| Center for Hunger-Free Communities | ||||||||
| 3600 Market Street | Philadelphia | PA | 19104 | NONE | PC | General | $100,000 | |
| Bernardine Franciscan Sisters | ||||||||
| 450 Saint Bernardine Street | Reading | PA | 19607 | NONE | PC | General | $5,000 | |
| Boys and Girls Club of Philadelphia | ||||||||
| 1518 Walnut Street | Philadelphia | PA | 19102 | NONE | PC | General | $75,000 | Suite 712 |
| Bucks County Oppurtunity Council | ||||||||
| 100 Doyle Street | Doylestown | PA | 18901 | NONE | PC | General | $15,000 | |
| Drueding Center | ||||||||
| 413 Master Street | Philadelphia | PA | 19122 | NONE | PC | General | $5,000 | |
| Golden Slipper Center for Seniors | ||||||||
| 3901 Conshohocken Ave | Philadelphia | PA | 19131 | NONE | PC | General | $15,000 | |
| John Bartram Association | ||||||||
| Lindbergh Blvd | Philadelphia | PA | 19143 | NONE | PC | General | $5,000 | |
| Philabundence | ||||||||
| 3616 S Galloway Street | Philadelphia | PA | 19148 | NONE | PC | General | $20,000 | |
| Pottstown Cluster of Religious Communities | ||||||||
| 57 N Franklin Street | Pottstown | PA | 19464 | NONE | PC | General | $10,000 | |
| Weavers Way Community Programs | ||||||||
| 610 Carpenters Lane | Philadelphia | PA | 19119 | NONE | PC | General | $20,000 | |
| Youth United for Change | ||||||||
| 1910 N Front Street | Philadelphia | PA | 19122 | NONE | PC | General | $20,000 | |
| Caritas for Austin | ||||||||
| 611 Neches Street | Austin | TX | 78701 | NONE | PC | General | $5,000 | |
| Mayor's Fund for Philadelphia | ||||||||
| City Hall | Philadelphia | PA | 19107 | NONE | PC | General | $5,000 | Room 708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,782,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,784 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716,765 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $853,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Unrelated Business Taxbl Incm | -$46,101 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,806 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$46,101 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,719,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,673,252 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Mary Pierce | |||||||
| 1 | 19 Scarlet Oak Dr | Haverford | PA | 19041 | $203,750 | Yes (X) | |
| Barbara Quinn | |||||||
| 2 | 711 Sturbridge Drive | Bryn Mawr | PA | 19010 | $5,000 | Yes (X) | |
| Connie Buckley | |||||||
| 3 | 705 Ashurst Road | Havertown | PA | 19083 | $5,000 | Yes (X) | |
| Leo Pierce Jr | |||||||
| 4 | 311 Edgehill Road | Wayne | PA | 19087 | $5,000 | Yes (X) | |
| Kathryn Cox | |||||||
| 5 | 731 E Manoa Road | Havertown | PA | 19083 | $5,000 | Yes (X) | |
| Michael Pierce | |||||||
| 6 | 650 Ocean Road | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |
| Peter Pierce | |||||||
| 7 | 269 Hilldale Road | Villanova | PA | 19085 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 Shares of Iron Mountain Stock | NoncashPropertyDesc |
| Fair Market Value | $203,750 | FairMarketValueAmt |
| Received | 2015-01-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #04144 | $357,379 | $356,163 |
| MERRILL LYNCH #02156 | $961,414 | $995,274 |
| MERRILL LYNCH #02615 | $448,590 | $437,037 |
| MSDW 85030 | $2,038,000 | $1,965,409 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #53M-04011 | $326,261 | $239,606 |
| MERRILL LYNCH #53M-04100 | $1,246,299 | $1,538,768 |
| MERRILL LYNCH #53M-04104 | $933,779 | $1,094,487 |
| MERRILL LYNCH #53M-04144 | $1,500,168 | $1,497,677 |
| MERRILL LYNCH #53M-04155 | $0 | $0 |
| MSDW 13185030 | $6,521,932 | $6,993,855 |
| MERRILL LYNCH #04230 | $1,617,381 | $1,632,949 |
| MERRILL LYNCH #04234 | $1,400,078 | $1,335,471 |
| MERRILL LYNCH #04235 | $1,554,619 | $1,810,182 |
| MSDW 38277030 | $7,533,059 | $8,261,656 |
| MERRILL LYNCH #02611 | $1,104,500 | $999,851 |
| MERRILL LYNCH #02612 | ||
| MERRILL LYNCH #02613 | ||
| MERRILL LYNCH #02614 | $770,179 | $596,752 |
| MERRILL LYNCH #02615 | $1,939,473 | $1,912,909 |
| MERRILL LYNCH #02617 | $795,083 | $773,244 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLANK ROME LLP | CategoryTxt |
| Legal Fees | $1,763 | LegalFeesAmt |
| Net Investment Income | $353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,410 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER OF ASSETS TO CORPORATE ENTITY | Desc |
| Amt | $2,307,051 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $2,874 | $2,874 | |
| POSTAGE | $45 | $45 | |
| OFFICE SUPPLIES | $3,581 | $3,581 | |
| INSURANCE | $3,926 | $3,926 | |
| PAYROLL FEES | $280 | $56 | $224 |
| MISC MEETING EXP | $911 | $911 | |
| MISCELLANEOUS | $19,351 | $3,870 | $15,481 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 INVESTMENT INCOME | -$79,848 | -$33,747 |
| OTHER INCOME MSDW 85030 | $11,313 | $11,313 |
| MS 85030 - Ordinary Loss | -$13,468 | -$13,468 |
| Non-Div Distributions | $37,687 | |
| OTHER INCOME MSDW 77030 | $21 | $21 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $634,550 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | $162,227 | $32,445 | $129,781 |
| INVESTMENT MANAGEMENT FEES | $227,715 | $227,715 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER TAXES PAID | $77,000 | |
| FOREIGN TAXES PAID | $19,859 | $19,859 |
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