THE CENTURY FUND TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE CENTURY FUND TRUST (EIN 22-6404912)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-26
- IRS object ID
- 201501469349100065
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-26T15:37:57-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231386942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL RAPPOLD & YURASITS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 S CEDAR CREST BLVD | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181035443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226404912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTURY FUND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 6104344000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 W WALNUT STREET NO 202 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181025497 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BAUSCH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6104344000 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARREN R HENDERSON CPA | PreparerPersonNm |
| PTIN | P00102171 | PTIN |
| Phone | 6104357489 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,192,792 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,260 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $536,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $536,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,154,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,381,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,154,419 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,692,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,692,369 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $97,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,624 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,876 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,256 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $77,256 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,133 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,600 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,549 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $360,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,761,845 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,761,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,122,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,805,721 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$429,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,404,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,368 | CashBOYAmt |
| Cash EOY | $5,368 | CashEOYAmt |
| Cash EOYFMV | $5,368 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $745,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $484,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $484,444 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,879,956 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,433,170 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,433,170 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,770,828 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,889,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,889,930 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,428,176 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,641,544 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,641,544 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,815,105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,681,990 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,681,990 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,550 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $50,973 | OtherAssetsBOYAmt |
| Other Assets EOY | $56,346 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $56,346 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,695,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,192,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,192,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $22,695,736 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,192,792 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,695,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,192,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,695,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,192,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,695,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$429,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,265,951 | SubtotalAmt |
| Other Decreases | $73,159 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,192,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STOCKS | P | 2001-01-01 | 2014-07-01 | $5,315,355 | $4,227,397 | $1,087,958 | $1,087,958 |
| CAPITAL GAINS DIVIDENDS | P | $66,461 | $66,461 | $66,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,154,419 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,387,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,516,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064471 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $874,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,540,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,597,994 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,834,076 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,641,415 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,064,478 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,620,523 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,834,102 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081704 | DistributionYr5Rt |
| Total Distribution | 0.347260 | TotalDistributionRt |
| Average Distribution | 0.069452 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,972,478 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,526,033 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,043 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,540,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,805,721 | 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 | $14,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,914 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,914 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,871 | OverpaymentAmt |
| Applied To ES Tax | $10,871 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BAUSCH | IndividualWithBooksNm |
| Phone | 6104344000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 WALNUT STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181025497 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JACK LEH | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | PRES./TRUSTEE | 5.00 | $19,500 | $0 | $0 |
| DAVID K BAUSCH | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | TREAS./TRUSTEE | 5.00 | $19,500 | $0 | $0 |
| REV GRANT E HARRITY | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | SEC./TRUSTEE | 5.00 | $19,500 | $0 | $0 |
| ALICE MILLER | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | TRUSTEE EMERITUS | 5.00 | $9,750 | $0 | $0 |
| LEE A BUTZ | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | VICE CHAIR | 5.00 | $19,500 | $0 | $0 |
| JOAN MILLER MORAN | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | TRUSTEE | 5.00 | $9,750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA CURRAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 WALNUT STREET SUTIE 202 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,256 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,503,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $803,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,307,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,307,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $334,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,972,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,098,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,098,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,043 | TotalTaxAmt |
| Distributable Before Adj | $1,084,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,084,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,084,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,805,721 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,805,721 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,043 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,791,678 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,084,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $636,826 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $655,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $584,052 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $336,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,212,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,805,721 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,084,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $721,140 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,933,279 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $636,826 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,296,453 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $655,261 | ExcessFromYear4Amt |
| Excess From Year3 | $584,052 | ExcessFromYear3Amt |
| Excess From Year1 | $336,000 | ExcessFromYear1Amt |
| Excess From Current Year | $721,140 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN LEH II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 W WALNUT STREET NO 202 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181025497 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6104344000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER EXPLAINING PROJECT AND IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO LEHIGH VALLEY, PA ORGANIZATIONS (GENERALLY) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLENTOWN AMATEUR SPORTS ASSOCIATION | |||||||
| PO BOX 509 | ALLENTOWN | PA | 18105 | NONE | CHARITABLE | $7,500 | |
| ALLENTOWN ART MUSEUM | |||||||
| 31 N 5TH ST | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $50,000 | |
| ALLENTOWN BAND | |||||||
| 1914 WEST GREENLEAF STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,000 | |
| ALLENTOWN ECUMENICAL FOOD BANK | |||||||
| 534 CHEW STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $5,000 | |
| ALLENTOWN MUSIC FESTIVAL | |||||||
| 824 WALNUT ST SUITE 1 | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $500 | |
| ALLENTOWN RESCUE MISSION | |||||||
| 355 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,000 | |
| ALLENTOWN SCHOOL DISTRICT | |||||||
| 31 S PENN ST | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $35,000 | |
| ALLENTOWN ST PATRICK'S DAY PARADE | |||||||
| 6279 MAPLE LANE | MACUNGIE | PA | 18062 | NONE | CHARITABLE | $750 | |
| ALLENTOWN SYMPHONY ASSOCIATION | |||||||
| 23 NORTH 6TH ST | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $225,000 | |
| ALLENTOWN YMCA-YWCA | |||||||
| 425 S 15TH STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $110,000 | |
| ALLIANCE FOR BUILDING COMMUNITIES | |||||||
| 830 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,000 | |
| AMERICA ON WHEELS | |||||||
| 5 NORTH FRONT STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $57,500 | |
| AMERICAN RED CROSS OF THE LEHIGH VALLEY | |||||||
| 2200 AVENUE A | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $3,000 | |
| ARC OF THE LEHIGH AND NORTHAMPTON COUNTIES | |||||||
| 2289 AVENUE A | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $1,500 | |
| ARTS ACADEMY CHARTER SCHOOL | |||||||
| 1601 EMMAUS AVE | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $5,000 | |
| BACH CHOIR OF BETHLEHEM | |||||||
| 440 HECKWELDER PL | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $2,500 | |
| BAUM SCHOOL OF ART | |||||||
| 510 W LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $15,000 | |
| BAVTS BRIDGES FOUNDATION | |||||||
| 3300 CHESTER AVE | BETHLEHEM | PA | 18020 | NONE | CHARITABLE | $7,500 | |
| BIG BROTHERS & BIG SISTERS | |||||||
| 878 MINESITE ROAD | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $2,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | |||||||
| 720 NORTH 6TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $10,000 | |
| BURN PREVENTION FOUNDATION | |||||||
| 236 N 17TH ST FLOOR 2 | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $2,000 | |
| CADC-CITIZENS ON PATROL | |||||||
| 443 N 7TH ST | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $5,000 | |
| CAMERATA SINGERS | |||||||
| 2540 CENTER STREET | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $1,000 | |
| CATHOLIC CHARITIES OF ALLENTOWN | |||||||
| 530 UNION BLVD | ALLENTOWN | PA | 18042 | NONE | CHARITABLE | $3,000 | |
| CEDAR CREST COLLEGE | |||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $125,000 | |
| CHILDRENS HOME OF EASTON INC | |||||||
| 2000 SOUTH 25TH STREET | EASTON | PA | 18103 | NONE | CHARITABLE | $1,000 | |
| CITY OF ALLENTOWN UNION & WEST END | |||||||
| 435 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $6,095 | |
| CITY OF ALLENTOWN | |||||||
| 435 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $12,500 | |
| CIVIC THEATRE | |||||||
| 527 NORTH 19TH STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $10,000 | |
| COMMUNITIES IN SCHOOL | |||||||
| 1501 LEHIGH STREET SUITE 206 | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $20,000 | |
| COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY | |||||||
| 1337 EAST FIFTH STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $22,500 | |
| COMMUNITY ACTION DEVELOPMENT CORPORATION OF ALLENTOWN | |||||||
| 443 N 7TH ST | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $35,000 | |
| COMMUNITY BIKE WORKS | |||||||
| 235 NORTH MADISON STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $2,500 | |
| COMMUNITY MUSIC SCHOOL | |||||||
| 23 N 6TH STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,000 | |
| COMMUNITY SERVICES FOR CHILDREN | |||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $30,000 | |
| CONGREGATIONS UNITED FOR NEIGHBORHOOD ACTION | |||||||
| 317 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $7,500 | |
| DAVINCI DISCOVERY CENTER | |||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $25,000 | |
| DESALES UNIVERSITY | |||||||
| 2755 STATION AVE | CENTER VALLEY | PA | 18034 | NONE | CHARITABLE | $50,000 | |
| DIAKON LUTHERAN SOCIAL MINISTRIES | |||||||
| 798 HAUSMAN ROAD SUITE 300 | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $4,000 | |
| EASTER SEALS EASTERN PA | |||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $7,500 | |
| FRIENDS OF ALLENTOWN PARKS | |||||||
| 2700 PARKWAY BLVD | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $2,500 | |
| FUND TO BENEFIT CHILDREN AND YOUTH | |||||||
| 3633 TREXLER BLVD | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $5,000 | |
| GIRL SCOUTS OF EASTERN PA | |||||||
| 2633 MORAVIAN AVE | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $10,000 | |
| GOOD SHEPHERD | |||||||
| 850 S 5TH STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $15,000 | |
| GOODWILL KEYSTONE AREA | |||||||
| 1901 LEHIGH STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $12,500 | |
| GRACE COMMUNITY FOUNDATION | |||||||
| 108 NORTH 5TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $3,000 | |
| GRACE MONTESSORI SCHOOL | |||||||
| 814 WEST LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $4,000 | |
| HABITAT FOR HUMANITY | |||||||
| 245 N GRAHAM STREET | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $10,000 | |
| HAVEN HOUSE | |||||||
| 1411 UNION BLVD | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $2,500 | |
| HAWK MOUNTAIN | |||||||
| 1700 HAWK MOUNTAIN RD | KEMPTON | PA | 19529 | NONE | CHARITABLE | $3,000 | |
| HISPANIC AMERICAN ORGANIZATION | |||||||
| 426 WALNUT STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $50,000 | |
| HOLY FAMILY MANOR | |||||||
| 1200 SPRING STREET | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $3,000 | |
| HOUSING ASSOCIATION AND DEVELOPMENT CORP | |||||||
| 513 W CHEW STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $20,000 | |
| JEWISH DAY SCHOOL | |||||||
| 2313 PENNSYLVANIA STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $3,000 | |
| JEWISH FAMILY SERVICE OF ALLENTOWN | |||||||
| 2004 WEST ALLEN STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $1,000 | |
| JUDITH'S READING ROOM | |||||||
| 5 E 3RD STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $2,500 | |
| LEHIGH CARBON COMMUNITY COLLEGE | |||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | CHARITABLE | $35,000 | |
| LEHIGH COUNTY CONFERENCE OF CHURCHES | |||||||
| 534 CHEW STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $10,000 | |
| LEHIGH COUNTY HISTORICAL SOCIETY | |||||||
| 432 W WALNUT STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $45,000 | |
| LEHIGH COUNTY HUMANE SOCIETY | |||||||
| 640 DIXON STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $10,000 | |
| LEHIGH COUNTY SENIOR CITIZENS | |||||||
| 1633 ELM STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $12,500 | |
| LEHIGH GAP NATURE CENTER | |||||||
| 8844 PAINT MILL RD | SLATINGTON | PA | 18080 | NONE | CHARITABLE | $4,000 | |
| LEHIGH VALLEY CHARTER HICH SCHOOL | |||||||
| 675 E BROAD STREET | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $40,000 | |
| LEHIGH VALLEY CHILDRENS CENTER | |||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $4,000 | |
| LEHIGH VALLEY COMMUNITY BROADCASTERS ASSOCIATION WDIY 881 | |||||||
| 301 BROADWAY | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $2,000 | |
| LEHIGH VALLEY ITALIAN AMERICAN BAND | |||||||
| 519 E PAOLI STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $1,000 | |
| LEHIGH VALLEY MILITARY AFFAIRS COUNCIL | |||||||
| 46 S 6TH STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $1,000 | |
| LEHIGH VALLEY SPORTS FEST | |||||||
| 1002 TILGHMAN STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $2,000 | |
| LEHIGH VALLEY YOUTH ACADEMY | |||||||
| 1560 VALLEY CENTER PARKWAY | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $3,000 | |
| LEHIGH VALLEY ZOO | |||||||
| 5150 GAME PRESERVE ROAD | SCHNECKSVILLE | PA | 18078 | NONE | CHARITABLE | $15,000 | |
| LIBERTY BELL SHRINE MUSEUM | |||||||
| 622 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,000 | |
| LITERACY CENTER | |||||||
| 801 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,000 | |
| MACUNGIE BAND | |||||||
| PO BOX 201 | MACUNGIE | PA | 18062 | NONE | CHARITABLE | $1,000 | |
| MARINE BAND OF ALLENTOWN | |||||||
| 823 W WALNUT ST | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $3,000 | |
| MAYFAIR | |||||||
| 2141 DOWNYFLAKE LN | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $7,500 | |
| MEALS ON WHEELS OF LEHIGH COUNTY | |||||||
| 4234 DORNEY PARK ROAD | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $12,000 | |
| MEALS ON WHEELS OF THE NORTHAMPTON VALLEY | |||||||
| 4240 FRITCH DRIVE | BETHLEHEM | PA | 18020 | NONE | CHARITABLE | $2,000 | |
| MERCY SPECIAL LEARNING CENTER | |||||||
| 830 SOUTH WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $2,000 | |
| MILLER-KEYSTONE BLOOD CENTER | |||||||
| 1465 VALLEY CENTER PARKWAY | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $2,000 | |
| MINSI TRAILS BOY SCOUTS | |||||||
| 991 POSTAL ROAD | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $25,000 | |
| MOM-N-PA-DENTAL | |||||||
| 420 E ORGANGE STREET | SHIPPENSBURG | PA | 17257 | NONE | CHARITABLE | $7,500 | |
| MOSSER VILLAGE FAMILY CENTER | |||||||
| 614 SOUTH CARLISLE STREET | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $7,500 | |
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW ST | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $50,000 | |
| MUNICIPAL BAND OF ALLENTOWN | |||||||
| 161 E BEIL AVE | NAZARETH | PA | 18064 | NONE | CHARITABLE | $2,000 | |
| NATIONAL CANAL MUSEUM | |||||||
| 30 CENTRE SQUARE | EASTON | PA | 18042 | NONE | CHARITABLE | $500 | |
| PARKETTES | |||||||
| 401 MARTIN LUTHER KING JUNIOR DRIVE | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $2,000 | |
| PENNSYLVANIA SHAKESPEARE FESTIVAL | |||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | CHARITABLE | $3,000 | |
| PHOEBE-DEVITT HOMES | |||||||
| 1925 WEST TURNER STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $135,000 | |
| PINEBROOK SERVICES | |||||||
| 402 NORTH FULTON STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $10,000 | |
| PIONEER BAND | |||||||
| PO BOX 1613 | ALLENTOWN | PA | 18105 | NONE | CHARITABLE | $2,500 | |
| PLANNED PARENTHOOD OF NORTHEAST PA | |||||||
| 29 N 9TH STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $20,000 | |
| PROGRAM FOR WOMEN AND FAMILIES | |||||||
| 1030 WEST WALNUT STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $4,000 | |
| REPERTORY DANCE THEATRE | |||||||
| 118 SOUTH 6TH STREET | EMMAUS | PA | 18049 | NONE | CHARITABLE | $1,500 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| 601 E BROAD STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $2,000 | |
| SACRED HEART HOSPITAL | |||||||
| 421 WEST CHEW STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $20,000 | |
| SALVATION ARMY | |||||||
| 144 NORTH 8TH STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,000 | |
| SATORI | |||||||
| 2985 FAIRFIELD DR NORTH | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $1,000 | |
| SECOND HARVEST FOOD BANK | |||||||
| 2045 HARVEST WAY | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $15,000 | |
| SHARECARE | |||||||
| 323 WYANDOTTE STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $1,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA | |||||||
| 2570 BOULEVARD OF THE GENERALS | NORRISTOWN | PA | 19403 | NONE | CHARITABLE | $2,000 | SUITE 124 |
| ST LUKE'S NEIGHBORHOOD CENTER | |||||||
| 435 NORTH 7TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $7,500 | |
| STATE THEATRE CENTER FOR THE ARTS | |||||||
| 453 NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | CHARITABLE | $3,500 | |
| TOUCHSTONE THEATRE | |||||||
| 321 E 4TH STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $1,000 | |
| UNITED WAY -ALLENTOWN | |||||||
| 110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $50,000 | |
| VALLEY YOUTH HOUSE | |||||||
| 827-829 LINDEN ST | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $3,000 | |
| WELLER HEALTH EDUCATION CENTER | |||||||
| 325 NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | CHARITABLE | $2,000 | |
| WESTMINSTER VILLAGE | |||||||
| 803 N WAHNETA ST | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $3,500 | |
| WILLIAM ALLEN HIGH SCHOOL ENHANCEMENT PROJECT | |||||||
| 106 N 17TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $15,000 | |
| WLVT PBS39 AT STEEL STACKS | |||||||
| 801 E FIRST STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $25,000 | |
| YOUNG PEOPLE'S PHILHARMONIC | |||||||
| PO BOX 1614 | BETHLEHEM | PA | 18016 | NONE | CHARITABLE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,761,845 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,260 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,461 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,087,958 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $604,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,087,958 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,692,369 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | REALIZED GAINS FROM SALE OF INVESTMENTS, PROCEEDS USED TO PROVIDE |
| 8 | ADDITIONAL DISTRIBUTIONS TO CHARITABLE ENTITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,930 | Amt |
| Net Investment Income | $4,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,641,544 | EOYBookValueAmt |
| EOYFMV | $4,641,544 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $12,889,930 | EOYBookValueAmt |
| EOYFMV | $12,889,930 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,433,170 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,433,170 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,681,990 | BookValueAmt |
| EOYFMV | $1,681,990 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,500 | LegalFeesAmt |
| Net Investment Income | $19,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM (TO) BROKERS | Desc |
| BOY Book Value | $50,973 | BOYBookValueAmt |
| EOY Book Value | $56,346 | EOYBookValueAmt |
| EOYFMV | $56,346 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS IN MARKET VALUE - INVESTMENTS | Desc |
| Amt | $73,159 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEMBERSHIPS FEES | $725 | $725 | $0 | $0 |
| INSURANCE | $1,786 | $1,786 | $0 | $0 |
| PAYROLL FEES | $1,030 | $1,031 | $0 | $0 |
| TELEPHONE | $1,354 | $1,354 | $0 | $0 |
| OFFICE SUPPLIES/MAINTENANCE | $1,509 | $1,509 | $0 | $0 |
| MEETING | $2,144 | $2,144 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGER FEES | CategoryTxt |
| Amt | $106,442 | Amt |
| Net Investment Income | $106,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,932 | $1,932 | $0 | $0 |
| PAYROLL TAXES | $6,201 | $6,201 | $0 | $0 |
| FEDERAL EXCISE TAX | $28,400 | $0 | $0 | $0 |