The Leo and Peggy Pierce Family Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Leo and Peggy Pierce Family Foundation (EIN 59-7109847)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349102615
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T15:13:40-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597109847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leo and Peggy Pierce Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CONSTANCE BUCKLEY | InCareOfNm |
| Business Name Control | LEOA | BusinessNameControlTxt |
| Phone | 6108622105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Barr Harbor Dr Suite 280 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | W Conshohocken | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANCE BUCKLEY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6108622100 | PhoneNum |
| Signature | 2014-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Jackson | PreparerPersonNm |
| PTIN | P00236684 | PTIN |
| Phone | 6108622100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,994,623 | 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 | $15,889,340 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $159,138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145,435 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $549,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $549,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,148,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,287,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,148,496 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,655 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$6,426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,750,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,837,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $67,558 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,512 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,046 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,800 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,960 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,840 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,831 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $566 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,265 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,422 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,284 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,138 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,940 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,152 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,127 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,426 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,085 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,341 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $227 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $197,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $188,600 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,959 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $383,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,741 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $825,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $825,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,208,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $963,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,541,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,599,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $701,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,696,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,696,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,488,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,997,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,183,851 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $4,251,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,114,266 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $15,189,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,945,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,994,623 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,189,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,945,695 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,189,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,945,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,189,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,945,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,189,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,541,633 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,731,468 | SubtotalAmt |
| Other Decreases | $785,773 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,945,695 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ML 02611 SHORT TERM - COVERED | $993,836 | $909,248 | $84,588 | $84,588 | |
| ML 06212 SHORT TERM - COVERED | $147,354 | $122,297 | $25,057 | $25,057 | |
| ML 02612 LONG TERM - COVERED | $117,692 | $88,814 | $28,878 | $28,878 | |
| ML 02613 SHORT TERM - COVERED | $42,543 | $43,151 | -$605 | -$608 | |
| ML 02615 SHORT TERM - COVERED | $688,949 | $600,567 | $88,382 | $88,382 | |
| ML 02615 LONG TERM - COVERED | $70,525 | $52,484 | $18,041 | $18,041 | |
| ML 02617 SHORT TERM - COVERED | $1,218,919 | $1,080,956 | $138,617 | $137,963 | |
| ML 02617 LONG TERM - COVERED | $11,961 | $12,204 | -$243 | -$243 | |
| ML 04011 SHORT TERM - COVERED | $1,127,376 | $1,076,689 | $50,687 | $50,687 | |
| ML 04011 LONG TERM - COVERED | $648,736 | $567,849 | $80,887 | $80,887 | |
| ML 04100 SHORT TERM - COVERED | $110,827 | $90,495 | $20,332 | $20,332 | |
| ML 04100 LONG TERM - COVERED | $26,782 | $21,412 | $5,370 | $5,370 | |
| ML 04104 SHORT TERM - COVERED | $277,241 | $268,740 | $8,583 | $8,501 | |
| ML 04104 LONG TERM - COVERED | $182,033 | $179,820 | $2,213 | $2,213 | |
| ML 04144 SHORT TERM - COVERED | $159,671 | $145,999 | $13,672 | $13,672 | |
| ML 04144 LONG TERM - COVERED | $151,889 | $125,631 | $26,258 | $26,258 | |
| ML 04155 SHORT TERM - COVERED | $25,887 | $25,864 | $23 | $23 | |
| ML 04155 LONG TERM - COVERED | $42,668 | $41,570 | $1,098 | $1,098 | |
| ML 04203 SHORT TERM - COVERED | $3,379 | $1,849 | $1,530 | $1,530 | |
| ML 04203 LONG TERM - COVERED | $32,635 | $17,947 | $14,688 | $14,688 | |
| ML 04230 SHORT TERM - COVERED | $1,004,616 | $889,730 | $115,125 | $114,886 | |
| ML 04230 LONG TERM - COVERED | $132,145 | $99,540 | $32,605 | $32,605 | |
| ML 04234 SHORT TERM - COVERED | $710,516 | $643,526 | $67,272 | $66,990 | |
| ML 04234 LONG TERM - NONCOVERED | $6,862 | $4,933 | $1,929 | $1,929 | |
| ML 04235 SHORT TERM - COVERED | $1,311,974 | $1,187,857 | $124,125 | $124,117 | |
| ML 04235 LONG TERM - COVERED | $287,344 | $234,380 | $52,964 | $52,964 | |
| ML 02156 SHORT TERM - COVERED | $892,301 | $825,644 | $66,665 | $66,657 | |
| ML 02516 LONG TERM - COVERED | $41,244 | $41,350 | -$106 | -$106 | |
| MS 85030 SHORT TERM - COVERED | $311,921 | $376,319 | -$64,319 | -$64,398 | |
| MS 85030 LONG TERM - COVERED | $400,442 | $399,353 | $1,186 | $1,089 | |
| MS 77030 SHORT TERM - COVERED | $1,297,701 | $1,225,712 | $73,838 | $71,989 | |
| MS 77030 LONG TERM - COVERED | $895,736 | $807,169 | $91,565 | $88,567 | |
| ML 02611 SHORT TERM - NONCOVERED | $7,379 | $6,790 | $589 | $589 | |
| ML 02612 LONG TERM - NONCOVERED | $100,435 | $56,037 | $44,398 | $44,398 | |
| ML 02613 SHORT TERM - NONCOVERED | $13,053 | $14,885 | -$1,832 | -$1,832 | |
| ML 02615 SHORT TERM - NONCOVERED | $1,073,208 | $1,085,665 | -$12,354 | -$12,457 | |
| ML 02615 LONG TERM - NONCOVERED | $43,866 | $27,193 | $16,673 | $16,673 | |
| ML 02615 SHORT TERM - NONCOVERED | $14,403 | $14,403 | |||
| ML 02615 SHORT TERM - NONCOVERED | $330,565 | $342,452 | -$11,887 | -$11,887 | |
| ML 04100 LONG TERM - NONCOVERED | $70,181 | $58,682 | $11,499 | $11,499 | |
| ML 04104 SHORT TERM - NONCOVERED | $154,164 | $132,036 | $22,128 | $22,128 | |
| ML 04104 LONG TERM - NONCOVERED | $444,917 | $248,440 | $196,477 | $196,477 | |
| ML 04144 SHORT TERM - NONCOVERED | $331,050 | $332,649 | -$1,541 | -$1,599 | |
| ML 04144 LONG TERM - NONCOVERED | $290,696 | $232,373 | $58,323 | $58,323 | |
| ML 04144 SHORT TERM - NONCOVERED | $113,147 | $113,147 | |||
| ML 04144 LONG TERM - NONCOVERED | $418,374 | $403,692 | $14,682 | $14,682 | |
| ML 04155 SHORT TERM - NONCOVERED | $4,012 | $3,966 | $46 | $46 | |
| ML 04155 LONG TERM - NONCOVERED | $564,697 | $511,840 | $52,857 | $52,857 | |
| ML 04203 LONG TERM - NONCOVERED | $7,080 | $3,575 | $3,505 | $3,505 | |
| ML 04230 LONG TERM - NONCOVERED | $60,099 | $43,571 | $16,528 | $16,528 | |
| ML 04234 SHORT TERM - NONCOVERED | $9,239 | $8,752 | $487 | $487 | |
| ML 04234 LONG TERM - COVERED | $51,289 | $42,588 | $8,701 | $8,701 | |
| ML 04234 LONG TERM - NONCOVERED | $9,929 | $8,991 | $938 | $938 | |
| ML 04235 LONG TERM - NONCOVERED | $119,266 | $62,089 | $57,177 | $57,177 | |
| ML 04235 SHORT TERM - NONCOVERED | $11,846 | $11,352 | $494 | $494 | |
| ML 02516 LONG TERM - NONCOVERED | $14,059 | $7,988 | $6,071 | $6,071 | |
| MS 85030 SHORT TERM - NONCOVERED | $2,916,860 | $2,969,895 | -$52,178 | -$53,035 | |
| MS 85030 LONG TERM - NONCOVERED | $1,165,470 | $1,170,959 | -$3,022 | -$5,489 | |
| MS 77030 SHORT TERM - NONCOVERED | $216,227 | $208,472 | $7,755 | $7,755 | |
| MS 77030 LONG TERM - NONCOVERED | $1,301,205 | $816,903 | $484,302 | $484,302 | |
| CAPITAL GAIN DIVIDENDS | $37,999 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,148,496 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $771,708 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,828,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048756 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $705,255 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,799,978 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044636 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $698,736 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,683,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $923,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,303,221 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069414 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $785,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,792,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049752 | DistributionYr5Rt |
| Total Distribution | 0.260143 | TotalDistributionRt |
| Average Distribution | 0.052029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,374,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,528,325 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,991 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,554,316 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $963,241 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,982 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51,982 | SubtotalAmt |
| Tax Based On Investment Income | $51,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,777 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $75,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $86,777 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,795 | OverpaymentAmt |
| Applied To ES Tax | $34,795 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.piercefamilyfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE BUCKLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108622105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BARR HARBOR DR SUITE 280 | AddressLine1 |
| City | w CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEO W PIERCE SR | ||||||||
| 300 Barr Harbor Dr Suite 280 | W Conshohocken | PA | 19428 | MANAGING TRUSTEE | 0 | $0 | $0 | $0 |
| MICHAEL PIERCE | ||||||||
| 300 Barr Harbor Dr Suite 280 | W Conshohocken | PA | 19428 | TRUSTEE | 0 | $0 | $0 | $0 |
| CONSTANCE BUCKLEY | ||||||||
| 300 Barr Harbor Dr Suite 280 | W Conshohocken | PA | 19428 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,397,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,424,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,821,809 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,821,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $447,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,374,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,468,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,468,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,982 | TotalTaxAmt |
| Distributable Before Adj | $1,416,742 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,416,742 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,416,742 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $963,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $963,241 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $963,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,416,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $715,982 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $963,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $715,982 | AppliedToYear1Amt |
| Applied To Current Year | $247,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,169,483 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEO W PIERCE SR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Connie Buckley | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Barr Harbor Dr Ste 280 | AddressLine1 |
| City | W Conshohocken | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108622105 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE ATTACHED STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Homeless Family Center | ||||||||
| 715 4th Place | Vero Beach | FL | 32962 | NONE | PC | GENERAL | $50,000 | |
| Faith Friendship Villa | ||||||||
| 128 West Main Street | Mountville | PA | 17554 | NONE | PC | GENERAL | $25,000 | |
| InterFaith Hospitality Network of the Mainline | ||||||||
| 1449 Dekalb Street | Norristown | PA | 19401 | NONE | PC | GENERAL | $5,000 | |
| Cabrini College | ||||||||
| 610 King of Prussia Road | Radnor | PA | 190873698 | NONE | PC | GENERAL | $10,000 | |
| SENIOR RESOURCE CENTER | ||||||||
| 988 Woodcock Road 200 | Orlando | FL | 32803 | NONE | PC | GENERAL | $25,000 | |
| Mother's Home | ||||||||
| 51 N MacDade Blvd | Darby | PA | 19023 | NONE | PC | GENERAL | $10,000 | |
| St John's Prep School | ||||||||
| 1733 West Girard Ave | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $5,000 | |
| The Salvation Army | ||||||||
| 701 North Broad Street | Philadelphia | PA | 19123 | NONE | PC | GENERAL | $15,000 | |
| Big Picture Philadelphia | ||||||||
| 126 W Dauphin Street | Philadelphia | PA | 19133 | NONE | PC | GENERAL | $7,000 | |
| Center for Hunger | ||||||||
| 1505 Race Street 11th Floor | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $75,000 | |
| Chestnut Hill Meals on Wheels | ||||||||
| 8765 Stenton Avenue | Wyndmoor | PA | 19038 | NONE | PC | GENERAL | $6,000 | |
| Common Market | ||||||||
| 2901 West Hunting Park Ave | Philadelphia | PA | 19129 | NONE | PC | GENERAL | $20,000 | |
| Community Outreach Partnership | ||||||||
| 2212 Spruce Street | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $10,000 | |
| Interfaith Hospitality Network of DelCo | ||||||||
| 16 W Third St | Essington | PA | 19029 | NONE | PC | GENERAL | $15,000 | |
| Our Mother of Sorrows Outreach Program | ||||||||
| 303 Chesterfield Avenue | Centreville | MD | 21617 | NONE | PC | GENERAL | $5,000 | |
| Sacred Heart Church | ||||||||
| Third Reed Street | Philadelphia | PA | 19147 | NONE | PC | GENERAL | $10,000 | |
| ACHIEVEability | ||||||||
| 5836 Vine St | Philadelphia | PA | 19139 | NONE | PC | GENERAL | $25,000 | |
| ACPPA Community Arts Center | ||||||||
| 506 Haws Avenue | Norristown | PA | 19401 | NONE | PC | GENERAL | $5,000 | |
| Bernadine Center | ||||||||
| 2625 W 9th Street | Chester | PA | 19013 | NONE | PC | GENERAL | $5,000 | |
| Episcopal Community Services | ||||||||
| 225 S Third Street | Philadelphia | PA | 19106 | NONE | PC | GENERAL | $15,000 | |
| Friends Assoc for Care & Protection of Children | ||||||||
| 113 West Chestnut Street | West Chester | PA | 19380 | NONE | PC | GENERAL | $10,000 | |
| Germantown Avenue Crisis Ministry | ||||||||
| 35 W Chelten Avenue | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $2,500 | |
| Good Samaritan Shelter | ||||||||
| 141 E High Street | Phoenixville | PA | 19460 | NONE | PC | GENERAL | $15,000 | |
| Laurel House | ||||||||
| PO Box 764 | Norristown | PA | 19404 | NONE | PC | GENERAL | $10,000 | |
| Legal Clinic for the Disabled | ||||||||
| 1513 Race Street | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $10,000 | |
| LIFT-Philadelphia | ||||||||
| 1231 North Broad Street | Philadelphia | PA | 19122 | NONE | PC | GENERAL | $15,000 | |
| Meals on Wheels and more | ||||||||
| 3227 East 5th Street | Austin | TX | 78702 | NONE | PC | GENERAL | $2,500 | |
| Meals on Wheels of Chester County | ||||||||
| 404 Willowbrook Lane | West Chester | PA | 19382 | NONE | PC | GENERAL | $5,000 | |
| North Light Community Center | ||||||||
| 175 Green Lane | Philadelphia | PA | 19127 | NONE | PC | GENERAL | $7,000 | |
| West Chester Area Senior Center | ||||||||
| 530 E Union Street | West Chester | PA | 19382 | NONE | PC | GENERAL | $7,000 | |
| Why Not Prosper Inc | ||||||||
| 717 Chelten Avenue | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $10,000 | |
| A Little Taste of Everything | ||||||||
| 4919 Pentridge Street | Philadelphia | PA | 19143 | NONE | PC | GENERAL | $10,000 | |
| Action Aids | ||||||||
| 1216 Arch Street | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $7,500 | |
| Better Living Center | ||||||||
| 501 Yarnall Street | Chester | PA | 19013 | NONE | PC | GENERAL | $7,000 | |
| Broad Street Ministry | ||||||||
| 315 S Broad Street | Philadelphia | PA | 19107 | NONE | PC | GENERAL | $20,000 | |
| Community Legal Services | ||||||||
| 1424 Chestnut Street | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $20,000 | |
| Delaware Valley Grantmakers | ||||||||
| 230 S Broad Street 402 | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $5,000 | |
| The Enterprise Center | ||||||||
| 4548 Market Street | Philadelphia | PA | 19139 | NONE | PC | GENERAL | $20,000 | |
| Face to Face | ||||||||
| 109 East Price Street | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $15,000 | |
| Golden Slipper Center for Seniors | ||||||||
| 3901 Conshohocken Avenue | Philadelphia | PA | 19131 | NONE | PC | GENERAL | $15,000 | |
| Greater Philadelphia Coalition against Hunger | ||||||||
| 1725 Fairmount Avenue | Philadelphia | PA | 19130 | NONE | PC | GENERAL | $40,000 | |
| Health Promotion Council | ||||||||
| 260 S Broad Street 18 | Philadelphia | PA | 19102 | NONE | PC | GENERAL | $12,000 | |
| Interim House Inc | ||||||||
| 333 W Upsal Street | Philadelphia | PA | 19119 | NONE | PC | GENERAL | $5,000 | |
| Lutheran Settlement House | ||||||||
| 1340 Frankford Avenue | Philadelphia | PA | 19125 | NONE | PC | GENERAL | $12,000 | |
| MANNA on Main Street | ||||||||
| 713 W Main Street | Lansdale | PA | 19446 | NONE | PC | GENERAL | $15,000 | |
| Maternal and Child Health Consortium of ChestCo | ||||||||
| 30 West Barnard Street | West Chester | PA | 19382 | NONE | PC | GENERAL | $10,000 | |
| Metropolitan Area Neighborhood Nutrition Alliance | ||||||||
| 2323 Ranstead Street | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $15,000 | |
| Norris Square Neighborhood Project | ||||||||
| 2100 N Howard Street | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $5,000 | |
| Patrician Society | ||||||||
| 121 E Chestnut Street | Norristown | PA | 19401 | NONE | PC | GENERAL | $5,000 | |
| Public Citizens for Children and Youth | ||||||||
| 1709 Benjamin Franklin Parkway 6th | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $10,000 | |
| Resources for Human Development (RHD) | ||||||||
| 3212 Baring Street | Philadelphia | PA | 19104 | NONE | PC | GENERAL | $10,000 | |
| Sunday Suppers | ||||||||
| 2140 N Hancock Street | Philadelphia | PA | 19122 | NONE | PC | GENERAL | $15,000 | |
| Supportive Older Women's Network (SOWN) | ||||||||
| 4100 Main Street Suite 200 | Philadelphia | PA | 19127 | NONE | PC | GENERAL | $15,000 | |
| The Food Trust | ||||||||
| One Penn Center Suite 900 | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $25,000 | 1617 John F Kennedy Blvd |
| Triskeles Inc | ||||||||
| 707 Eagleview Blvd | Exton | PA | 19341 | NONE | PC | GENERAL | $10,000 | |
| Urban Tree Connection | ||||||||
| 5125 Woodbine Avenue | Philadelphia | PA | 19131 | NONE | PC | GENERAL | $15,000 | |
| Weavers Way Community Programs | ||||||||
| 8424 Germantown Avenue | Philadelphia | PA | 19118 | NONE | PC | GENERAL | $20,000 | |
| Women's Community Revitalization Project (WCRP) | ||||||||
| 407 Fairmount Avenue | Philadelphia | PA | 19123 | NONE | PC | GENERAL | $15,000 | |
| Germantown Avenue Crisis Ministry | ||||||||
| 35 W Chelten Avenue | Philadelphia | PA | 19144 | NONE | PC | GENERAL | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $825,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,138 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,148,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,860,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,860,826 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Mary Pierce | |||||||
| 1 | 19 Scarlet Oak Dr | Haverford | PA | 19041 | $203,220 | Yes (X) | |
| Barbara Quinn | |||||||
| 2 | 711 Sturbridge Drive | Bryn Mawr | PA | 19010 | $5,000 | Yes (X) | |
| Connie Buckley | |||||||
| 3 | 705 Ashurst Road | Havertown | PA | 19083 | $5,000 | Yes (X) | |
| Leo Pierce Jr | |||||||
| 4 | 311 Edgehill Road | Wayne | PA | 19087 | $25,181 | Yes (X) | |
| Kathryn Cox | |||||||
| 5 | 731 E Manoa Road | Havertown | PA | 19083 | $5,000 | Yes (X) | |
| Michael Pierce | |||||||
| 6 | 650 Ocean Road | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |
| Peter Pierce | |||||||
| 7 | 269 Hilldale Road | Villanova | PA | 19085 | $5,000 | Yes (X) | |
| Leo Pierce Sr Estate | |||||||
| 8 | 705 Ashurst Road | Havertown | PA | 19083 | $5,023,661 | Yes (X) | |
| Leo Pierce Sr Estate | |||||||
| 9 | 705 Ashurst Road | Havertown | PA | 19083 | $10,612,278 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,000 shares of Iron Mountain Stock | $203,220 | 2013-01-17 |
| 4 | 1,102 shares of First Eagle stock | $25,181 | 2013-01-30 |
| 9 | Various securities | $10,612,278 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON, LLP | CategoryTxt |
| Amt | $16,422 | Amt |
| Net Investment Income | $3,284 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,138 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #04144 | $244,353 | $244,057 |
| MERRILL LYNCH #02156 | $1,386,166 | $1,235,580 |
| MERRILL LYNCH #02615 | $366,474 | $350,015 |
| MSDW 85030 | $2,254,616 | $2,284,614 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #53M-04011 | $930,479 | $998,894 |
| MERRILL LYNCH #53M-04100 | $1,121,803 | $1,366,643 |
| MERRILL LYNCH #53M-04104 | $989,227 | $1,253,918 |
| MERRILL LYNCH #53M-04144 | $1,057,635 | $1,049,150 |
| MERRILL LYNCH #53M-04155 | $1,376,659 | $1,238,819 |
| MSDW 13185030 | $5,884,655 | $7,005,917 |
| MERRILL LYNCH #53M-04203 | $0 | $0 |
| MERRILL LYNCH #04230 | $1,337,992 | $1,597,569 |
| MERRILL LYNCH #04234 | $1,250,648 | $1,393,440 |
| MERRILL LYNCH #04235 | $1,115,450 | $1,311,022 |
| MSDW 38277030 | $6,275,809 | $8,107,867 |
| MERRILL LYNCH #02156 | $0 | $0 |
| MERRILL LYNCH #02611 | $876,158 | $1,010,698 |
| MERRILL LYNCH #02612 | $535,877 | $577,435 |
| MERRILL LYNCH #02613 | $294,193 | $294,145 |
| MERRILL LYNCH #02614 | $496,430 | $485,018 |
| MERRILL LYNCH #02615 | $1,618,437 | $1,559,656 |
| MERRILL LYNCH #02617 | $836,128 | $933,660 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER DECREASES | Description |
| Amount | $785,773 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $179,113 | $179,113 | |
| OTHER EXPENSES | $458 | $92 | $366 |
| POSTAGE | $459 | $459 | |
| OFFICE SUPPLIES | $503 | $503 | |
| DUES/SUBSCRIPTIONS | $4,925 | $985 | $3,940 |
| INSURANCE | $1,795 | $1,795 | |
| PAYROLL FEES | $1,764 | $353 | $1,411 |
| MISC MEETING EXP | $1,370 | $1,370 | |
| OFFICE MOVE | $4,052 | $810 | $3,242 |
| INVESTMENT EXPENSES | $3,120 | $3,120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 INVESTMENT INCOME | -$34,000 | -$34,000 |
| OTHER INCOME MSDW 85030 | $16,216 | $16,216 |
| Non-Div Distributions | $21,439 | |
| Unrelated Bus. Tax Loss Reported on 990T | $11,358 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $58,940 | Amt |
| Net Investment Income | $11,788 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,152 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER TAXES PAID | $9,673 | $2,530 |
| FOREIGN TAXES PAID | $14,597 | $14,597 |
Comments