SCHAEFER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SCHAEFER FOUNDATION (EIN 22-6042871)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349101061
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:25:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650421266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATARINEAU & GIVENS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SW 117TH AVE STE 204 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331834809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226042871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHAEFER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHA | BusinessNameControlTxt |
| Phone | 6108457355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 HARDT HILL ROAD | AddressLine1Txt |
| City | BECHTELSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JB SCHAEFER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108457355 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE CATARINEAU | PreparerPersonNm |
| PTIN | P01069740 | PTIN |
| Phone | 3055967883 | PhoneNum |
| Preparation | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $350,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,893 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,893 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $11,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,893 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,893 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $231 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,329 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,329 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,329 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,893 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,893 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,358 | CashBOYAmt |
| Cash EOY | $3,948 | CashEOYAmt |
| Cash EOYFMV | $3,948 | CashEOYFMVAmt |
| Other Investments BOY | $266,175 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $262,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $346,081 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $268,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $266,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $350,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $268,533 | RetainedEarningBOYAmt |
| Retained Earning EOY | $266,752 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $268,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $266,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $268,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $266,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $268,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,781 | ExcessRevenueOverExpensesAmt |
| Subtotal | $266,752 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $266,752 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,119 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $397,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045636 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $351,013 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,334 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $276,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $281,618 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,231 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $289,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049124 | DistributionYr5Rt |
| Total Distribution | 0.213175 | TotalDistributionRt |
| Average Distribution | 0.042635 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $370,903 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,813 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,882 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,329 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $138 | SubtotalAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $271 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $271 | TotalPaymentsAndCreditsAmt |
| Overpayment | $133 | OverpaymentAmt |
| Applied To ES Tax | $133 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATARINEAU & GIVENS PA | BusinessNameLine1Txt |
| Business Name Line2 | CATARINEAU & GIVENS PA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3055967883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SW 117 AVENUE 204 | AddressLine1Txt |
| Address Line2 | 8000 SW 117 AVENUE 204 | AddressLine2Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR JB SCHAEFER JR | ||||||||
| 161 HARDT HILL ROAD | BECHTELSVILLE | PA | 19505 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WILLIAM C SCHAEFER | ||||||||
| 1909 SW 106 TERRACE | GAINESVILLE | FL | 32607 | TREASURER | 1.00 | $0 | $0 | $0 |
| TERRY A THOMPSON | ||||||||
| 79 MINE MOUNT ROAD | BERNARDSVILLE | NJ | 07924 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOSEPH H SCHAEFER | ||||||||
| 11167 MONET WOODS ROAD | PALM BEACH GARDENS | FL | 33410 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JANA K BOVINO | ||||||||
| 23 DUNKIN DRIVE | WASHINGTON CROSSING | PA | 18977 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MIMI ARMSTRONG | ||||||||
| 1917 WILL SCARLET LANE | SANTA ROSA | CA | 95405 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $367,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $376,551 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $376,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138 | TotalTaxAmt |
| Distributable Before Adj | $18,407 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,407 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,329 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,329 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,329 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,407 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,720 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $13,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,329 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,329 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,078 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,078 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,642 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,642 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 25TH INFANTRY DIVISION SCHOLARSHIP | |||||||
| 25TH INFANTRY DIVISION SCHOLARSHIP FUND | PO BOX 7 | PO BOX 7 | FLOURTOWN | PA | 19031 | EDUCATIONAL | $300 |
| A WOMAN'S PLACE | |||||||
| A WOMAN'S PLACE | PO BOX 299 | PO BOX 299 | DOYLESTOWN | PA | 18901 | CHARITABLE | $250 |
| AMERICAN FARMLAND TRUST | |||||||
| AMERICAN FARMLAND TRUST | 1200 18 ST NW SUITE 800 | 1200 18 ST NW SUITE 800 | WASHINGTON | DC | 20036 | CHARITABLE | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| AMERICAN HEART ASSOCIATION | 7272 GREENVILLE AVE | 7272 GREENVILLE AVE | DALLAS | TX | 75231 | CHARITABLE | $30 |
| ANIMAL RESCUE LEAGUE | |||||||
| ANIMAL RESCUE LEAGUE | PO BOX 69 | PO BOX 69 | MOHNTON | PA | 19540 | CHARITABLE | $1,050 |
| BERKS CONSERVATORY | |||||||
| BERKS CONSERVATORY | 25 NORTH 11TH STREET | 25 NORTH 11TH STREET | READING | PA | 19601 | CHARITABLE | $50 |
| BERNARDSVILLE PUBLIC LIBRARY | |||||||
| BERNARDSVILLE PUBLIC LIBRARY | 1 ANDERSON HILL ROAD | 1 ANDERSON HILL ROAD | BERNARDSVILLE | NJ | 07924 | CHARITABLE | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| BEST FRIENDS ANIMAL SOCIETY | 5001 ANGEL CANYON ROAD | 5001 ANGEL CANTON ROAD | KANAB | UT | 84741 | CHARITABLE | $1,000 |
| BMAS (BOYERTOWN MULTISERVICE) | |||||||
| BMAS (BOYERTOWN MULTISERVICE) | 200 W SPRING ST | 200 W SPRING ST | BOYERTOWN | PA | 19512 | CHARITABLE | $100 |
| BOYERTOWN HISTORICAL SOCIETY | |||||||
| BOYERTOWN HISTORICAL SOCIETY | 43 S CHESTNUT STREET | 43 S CHESTNUT STREET | BOYERTOWN | PA | 19512 | CHARITABLE | $45 |
| BOYERTOWN MUSEUM | |||||||
| BOYERTOWN MUSEUM | 85 S WALNUT ST | 85 S WALNUT ST | BOYERTOWN | PA | 19512 | CHARITABLE | $50 |
| BOYERTOWN PUBLIC LIBRARY | |||||||
| BOYERTOWN PUBLIC LIBRARY | 29 E PHILADELPHIA AVE | 29 E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $25 |
| BUILDING A BETTER BOYERTOWN | |||||||
| BUILDING A BETTER BOYERTOWN | 3 E PHILADELPHIA AVE | 3 E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $10 |
| CANCER RESEARCH INSTITUTE | |||||||
| CANCER RESEARCH INSTITUTE | 55 BROADWAY SUITE 1802 | 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | CHARITABLE | $25 |
| DAUGHTERS OF WISDOM | |||||||
| DAUGHTERS OF WISDOM | 385 OCEAN AVENUE | 385 OCEAN AVENUE | ISLIP | NY | 11751 | CHARITABLE | $1,000 |
| EASTERN BERKS FIRE DEPARTMENT | |||||||
| EASTERN BERKS FIRE DEPARTMENT | PO BOX 43 | PO BOX 43 | BARTO | PA | 19504 | CHARITABLE | $40 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| ENVIRONMENTAL DEFENSE FUND | 257 PARK AVENUE SOUTH | 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | CHARITABLE | $50 |
| FLEETWOOD ROTARY FOUNDATION | |||||||
| FLEETWOOD ROTARY FOUNDATION | 6 WILLOW STREET | 6 WILLOW STREET | FLEETWOOD | PA | 19522 | CHARITABLE | $10 |
| FRIENDS OF THE DELAWARE CANAL | |||||||
| FRIENDS OF THE DELAWARE CANAL | 145 SOUTH MAIN STREET | 145 SOUTH MAIN STREET | NEW HOPE | PA | 18938 | CHARITABLE | $250 |
| FRIENDS OF WASHINGTON CROSSING PARK | |||||||
| FRIENDS OF WASHINGTON CROSSING PARK | 1112 RIVER ROAD | 1112 RIVER ROAD | WASHINGTON CROSSING | PA | 18977 | CHARITABLE | $100 |
| GIRLS FRIENDLY HOLIDAY HOUSE | |||||||
| GIRLS FRIENDLY HOLIDAY HOUSE | 644 HUGHES ST | 644 HUGHES ST | CAPE MAY | NJ | 08204 | CHARITABLE | $25 |
| HAWK MOUNTAIN | |||||||
| HAWK MOUNTAIN | 1700 HAWK MOUNTAIN ROAD | 1700 HAWK MOUNTAIN ROAD | KEMPTON | PA | 19529 | CHARITABLE | $60 |
| HEIFER INTERNATIONAL | |||||||
| HEIFER INTERNATIONAL | 1 WORLD AVENUE | 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | CHARITABLE | $1,750 |
| HISTORICAL SOCIETY OF BERKS COUNTY | |||||||
| HISTORICAL SOCIETY OF BERKS COUNTY | 940 CENTRE AVENUE | 940 CENTRE AVENUE | READING | PA | 19601 | CHARITABLE | $65 |
| HOLY TRINITY ORTHODOX CHURCH | |||||||
| HOLY TRINITY ORTHODOX CHURCH | 123 FIFTH STREET | 123 FIFTH STREET | CATASAUQUA | PA | 18032 | CHARITABLE | $35 |
| HOMEFRONT | |||||||
| HOMEFRONT | 1880 PRINCETON AVE | 1880 PRINCETON AVE | LAWRENCVILLE | NJ | 08648 | CHARITABLE | $250 |
| IAMAT | |||||||
| IAMAT | 1623 MILITARY ROAD 279 | 1623 MILITARY ROAD 279 | NIAGRA FALLS | NY | 14304 | CHARITABLE | $50 |
| KUTZTOWN AREA HISTORICAL SOCIETY | |||||||
| KUTZTOWN AREA HISTORICAL SOCIETY | PO BOX 307 | PO BOX 307 | KUTZTOWN | PA | 19530 | CHARITABLE | $10 |
| LIBERTY MINISTIRES | |||||||
| LIBERTY MINISTRIES | 565 MAIN STREET | 565 MAIN STREET | SCHWENKSVILLE | PA | 19473 | CHARITABLE | $100 |
| NATIONAL GEOGRAPHIC | |||||||
| NATIONAL GEOGRAPHIC | 1145 17TH STREET NW | 1145 17TH STREET NW | WASHINGTON | DC | 20036 | CHARITABLE | $25 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| NATIONAL WILDLIFE FEDERATION | 11100 WILDLIFE CENTER DR | 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | CHARITABLE | $50 |
| NEW BEGINNING CHILDREN'S HOMES | |||||||
| NEW BEGINNING CHILDREN'S HOMES | PO BOX 17064 | PO BOX 17064 | INDIANAPOLIS | IN | 46217 | CHARITABLE | $20 |
| RANSOM EVERGLADES SCHOOL FUND | |||||||
| RANSOM EVERGLADES SCHOOL FUND | 3575 MAIN HIGHWAY | 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | EDUCATIONAL | $300 |
| READING PUBLIC MUSEUM | |||||||
| READING PUBLIC MUSEUM | 500 MUSEUM ROAD | 500 MUSUEM ROAD | READING | PA | 19611 | CHARITABLE | $65 |
| SALVATION ARMY | |||||||
| SALVATION ARMY | 409 S READING AVE | 409 S READING AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $100 |
| SALVATION ARMY OF PALM BEACH | |||||||
| SALVATION ARMY OF PALM BEACH | 2100 PALM BEACH LAKES BLV | 2100 PALM BEACH LAKES BLV | WEST PALM BEACH | FL | 33409 | CHARITABLE | $500 |
| SAVING SWEET BRIAR | |||||||
| SAVING SWEET BRIAR | 134 CHAPEL RD | 134 CHAPEL RD | SWEET BRIAR | VA | 24595 | EDUCATIONAL | $1,500 |
| SIERRA CLUB | |||||||
| SIERRA CLUB | 85 SECOND STREET 2ND FLR | 85 SECOND STREET 2ND FLR | SAN FRANCSICO | CA | 94105 | CHARITABLLE | $50 |
| SOUTH BETHLEHEM HISTORICAL SOCIETY | |||||||
| SOUTH BETHLEHEM HISTORICAL SOCIETY | PO BOX 5106 | PO BOX 5106 | BETHLEHEM | PA | 18015 | CHARITABLE | $100 |
| SOUTH EASTERN GUIDE DOGS | |||||||
| SOUTH EASTERN GUIDE DOGS | 4210 77TH STRET EAST | 4210 77TH ST EAST | PALMETTO | FL | 34221 | CHARITABLE | $500 |
| THE CROSSNORE SCHOOL | |||||||
| THE CROSSNORE SCHOOL | PO BOX 249 | PO BOX 249 | CROSSNORE | NC | 28616 | EDUCATIONAL | $150 |
| THE NATURE CONSERVANCY | |||||||
| THE NATURE CONSERVANCY | 4245 NORTH FAIRFAX DRIVE | 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | CHARITABLE | $50 |
| UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI | PO BOX 248027 | PO BOX 248027 | CORAL GABLES | FL | 33124 | EDUCATIONAL | $300 |
| WASHINGTON & LEE ANNUAL FUND | |||||||
| WASHINGTON & LEE ANNUAL FUND | 204 W WASHINGTON STREET | 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | EDUCATIONAL | $300 |
| WHYY | |||||||
| WHYY | 150 N 6TH STREET | 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | CHARITABLE | $39 |
| WILDLANDS CONSERVANCY | |||||||
| WILDLANDS CONSERVANCY | 3701 ORCHID PLACE | 3701 ORCHID PLACE | EMMAUS | PA | 18049 | CHARITABLE | $50 |
| WOODLANDS WILDLIFE REFUGE | |||||||
| WOODLANDS WILDLIFE REFUGE | 676 COUNTY ROAD 513 | 676 COUNTY ROAD 513 | PITTSOWN | NJ | 08867 | CHARITABLE | $200 |
| WORLD WILDLIFE FUND | |||||||
| WORLD WILDLIFE FUND | PO BOX 97180 | PO BOX 97180 | WASHINGTON | DC | 20090 | CHARITABLE | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,329 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,893 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,736 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,629 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,629 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| FRANKLIN MUTUAL TEMPLETON | PURCHASE | 2015-05 | $10,000 | $6,645 | $3,355 |
| FRANKLIN MUTUAL TEMPLETON | PURCHASE | 2015-01 | $5,000 | $3,619 | $1,381 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRANKLIN GROWTH FUND | AT COST | $40,216 | $47,041 |
| FRANKLIN SMALL CAP | AT COST | $58,616 | $85,907 |
| TEMPLETON GROWTH FUND | AT COST | $163,972 | $213,133 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE | $231 |
Comments