TOPPER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-06
- IRS object ID
- 201543109349100609
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-06T09:35:19-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181012108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200523820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPP | BusinessNameControlTxt |
| Phone | 6107913800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V TOPPER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6107913800 | PhoneNum |
| Signature | 2015-10-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S LISICKY | PreparerPersonNm |
| PTIN | P00001423 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2015-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,290,029 | 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 | $2,432,503 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,574 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $40,574 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $41,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,945 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,945 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,319,346 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $118,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $118,310 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,645,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,519 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $200,829 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,722 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $40,551 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $40,551 | InterestNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $376,715 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $376,715 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $418,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,226,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200,829 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,826 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $242,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,067,203 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,067,203 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $255,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,290,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,290,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $255,774 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,290,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $255,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,290,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $255,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,290,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $255,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,226,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,807,908 | OtherIncreasesAmt |
| Subtotal | $6,290,029 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,290,029 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,970 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $244,039 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.544872 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,614 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,939 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.235007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $149,740 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095499 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $143,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041865 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $108,375 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.553633 | DistributionYr5Rt |
| Total Distribution | 3.470876 | TotalDistributionRt |
| Average Distribution | 0.694175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,753,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,605,363 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,605,765 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $376,715 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $805 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $805 | SubtotalAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $824 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH V TOPPER JR | IndividualWithBooksNm |
| Phone | 6107913800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH V TOPPER JR | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MAUREEN TOPPER | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,553,234 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,437 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,810,334 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,810,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,753,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $805 | TotalTaxAmt |
| Distributable Before Adj | $186,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,715 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $376,715 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $376,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,854 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $54,628 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,159 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,768 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $291,368 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $376,715 | QualifyingDistributionsAmt |
| Applied To Current Year | $186,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,861 | RemainingDistriFromCorpusAmt |
| Total Corpus | $481,229 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $54,628 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,813 | ExcessFromYear3Amt |
| Excess From Year2 | $109,159 | ExcessFromYear2Amt |
| Excess From Year1 | $120,768 | ExcessFromYear1Amt |
| Excess From Current Year | $189,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH V TOPPER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107913800 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSUMPTION BVM CHURCH | |||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $39,675 |
| MARY'S SHELTER OF LV | |||||||
| 325 S 12TH ST | READING | PA | 19602 | NONE | PAID | GENERAL CHARITABLE | $16,090 |
| AMERICAN CANCER SOCIETY | |||||||
| 1275 MAMORONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PAID | GENERAL CHARITABLE | $400 |
| AMERICAN HEART ASSOCIATION | |||||||
| 968 POSTAL RD | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $200 |
| WATER FOR WASLALA | |||||||
| 2000 FRIEDENSBURG ROAD | READING | PA | 19606 | NONE | PAID | GENERAL CHARITABLE | $500 |
| ST MICHAELS | |||||||
| 4121 OLD BETHLEHEM PIKE | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $9,850 |
| BIG BROTHERS BIG SISTERS | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PAID | GENERAL CHARITABLE | $5,000 |
| DIOCESE OF ALLENTOWN | |||||||
| 1515 MARTIN LUTHER KING D | ALENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $68,000 |
| ALLENTOWN CENTRAL CATHOLIC HS | |||||||
| 301 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $20,000 |
| AMERICAN RED CROSS OF GLV | |||||||
| 3939 BROADWAY | ALLENTOWN | PA | 18104 | NONE | PAID | GENERAL CHARITABLE | $150 |
| BOY & GIRLS CLUB OF ALLENTOWN | |||||||
| 720 N 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $200 |
| CATHOLIC SENIOR HOUSING AND HEALTH | |||||||
| 1200 SPRING STREET | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $5,000 |
| DIOCESE OF GREENBAUGH | |||||||
| 723 E PITTSBURGH STREET | GREENSBURG | PA | 15601 | NONE | PAID | GENERAL CHARITABLE | $75,000 |
| MARY KNOLL FATHER & BROTHERS | |||||||
| 55 RYDER ROAD | OSSINING | NY | 10562 | NONE | PAID | GENERAL CHARITABLE | $300 |
| MERCY SPECIAL TEAMING CENTER | |||||||
| 830 S WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | PAID | GENERAL CHARITABLE | $10,000 |
| PA PRO LIFE FEDERATION | |||||||
| 4800 JONESTOWN ROAD 102 | HARRISBURG | PA | 17109 | NONE | PAID | GENERAL CHARITABLE | $250 |
| SHARE CARE | |||||||
| 323 WYANDOTTE STREET | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $200 |
| SAUCON VALLEY COUNTRY CLUB | |||||||
| 2050 SAUCON VALLEY ROAD | BETHLEHEM | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $3,000 |
| TEACHERS COLLEGE | |||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 10027 | NONE | PAID | GENERAL CHARITABLE | $50,000 |
| THE AUGUSTINIAN FUND | |||||||
| PO BOX 340 | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $1,000 |
| THE HARLIN CENTER | |||||||
| 625 E BROADWAY | JACKSON | WY | 83001 | NONE | PAID | GENERAL CHARITABLE | $300 |
| TRUTH FOR WOMEN CENTER | |||||||
| 3400 BATH PIKE SUITE 110 | BETHLEHEM | PA | 18017 | NONE | PAID | GENERAL CHARITABLE | $100 |
| UNITED WAY OF THE GREATER LV | |||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $70,500 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PAID | GENERAL CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $376,715 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,574 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,945 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,003 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CROSSAMERICA PARTNERS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $212,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,832 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH TOPPER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,200,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PROVIDENT SHARES | NoncashPropertyDesc |
| Fair Market Value | $2,200,000 | FairMarketValueAmt |
| Received | 2014-11-25 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 38482 | 2014-03 | PURCHASE | 2014-09 | $118,962 | $107,343 | $11,619 |
| MERRILL LYNCH 3820 | 2014-11 | PURCHASE | 2014-12 | $2,200,384 | $2,200,000 | $384 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INVESTMENTS | $5,753,260 | $5,753,260 |
| OTHER INVESTMENT | $313,943 | $313,943 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CROSSAMERICA PARTNERS | Desc |
| Revenue And Expenses Per Books | $118,310 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $118,310 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENTS | $1,607,908 |
| OTHER | $2,200,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | ||
| ACCOUNTANT | ||
| MORGAN STANLEY 38482 FEES | $915 | $915 |
| MERRILL LYNCH 3820 FEES | $807 | $807 |