NORTHEAST HARBOR LIBRARY TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORTHEAST HARBOR LIBRARY TRUST (EIN 23-6409729)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201411339349101201
- Schema version
- 2013v3.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T08:33:09-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231420296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIANA CARR O'CONNOR & LYNAM LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E LANCASTER AVENUE SUITE 202 | AddressLine1 |
| City | PAOLI | City |
| State | PA | State |
| ZIP Code | 19301 | 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 | 236409729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST HARBOR LIBRARY TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 6102964200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST LANCASTER AVENUE NO 202 | AddressLine1 |
| City | PAOLI | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM NEWLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6102964200 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM L O'CONNOR | PreparerPersonNm |
| PTIN | P00299893 | PTIN |
| Phone | 6102964200 | 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 | $1,158,373 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,783 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $312 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $312 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $113,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,058 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $990 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $232 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,394 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,384 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,408 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,014 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $794,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $643,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $947,359 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $796,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $854,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,158,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,268 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,268 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $783,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $841,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $796,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $854,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $796,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $854,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $796,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $854,817 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $854,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 900 SHS SJW CORP | P | 2013-01-14 | $22,511 | $20,673 | $1,838 | $1,838 |
| 500 SHS SUNOCO LOGISTICS | P | 2013-02-07 | $30,297 | $3,479 | $26,818 | $26,818 |
| 1,000 SHS MCCORMICK & CO. | P | 2013-03-15 | $69,722 | $50,959 | $18,763 | $18,763 |
| 400 SHS PNC FINACIAL | P | 2013-06-07 | $28,407 | $21,671 | $6,736 | $6,736 |
| 600 SHS SCOTTS MIRACLE-GROW | P | 2013-08-30 | $31,465 | $30,197 | $1,268 | $1,268 |
| .5 SHS AQUA AMERICA | P | 2013-09-11 | $12 | $4 | $8 | $8 |
| 1,100 SHS PITNEY BOWES | P | 2013-11-07 | $23,800 | $27,210 | -$3,410 | -$3,410 |
| 500 SHS KIMBERLY CLARK | P | 2013-11-25 | $53,988 | $35,496 | $18,492 | $18,492 |
| 151 SHS ALCATEL-LUCENT | P | 2013-12-19 | $25 | $25 | $0 | $0 |
| 600 SHS SCOTTS MIRACLE-GROW | P | 2013-09-30 | $32,755 | $25,485 | $7,270 | $7,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,783 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $949,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039537 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,326 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $888,689 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,124 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $774,679 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042758 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,979 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $656,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,770 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $745,835 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057345 | DistributionYr5Rt |
| Total Distribution | 0.233038 | TotalDistributionRt |
| Average Distribution | 0.046608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,095,090 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,139 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,408 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,381 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,381 | TotalPaymentsAndCreditsAmt |
| Overpayment | $183 | OverpaymentAmt |
| Applied To ES Tax | $183 | 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 | 0 | 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 | SIANA CARR O'CONNOR LYNAM LLP | IndividualWithBooksNm |
| Phone | 6102964200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E LANCASTER AVENUE | AddressLine1 |
| City | PAOLI | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LUCY B NEWLIN SELLERS | ||||||||
| PO BOX 357 | PAOLI | PA | 19301 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM VERPLANK NEWLIN | ||||||||
| PO BOX 357 | PAOLI | PA | 19301 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $1,009,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,111,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,111,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,095,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,198 | TotalTaxAmt |
| Distributable Before Adj | $52,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,557 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,408 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,408 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,182 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,408 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,182 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,226 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,331 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MEMORIAL LIBRARY | |||||
| 114 WEST WAYNE AVENUE | RADNOR | PA | 19087 | FBO RECIPIENT | $31,349 |
| NORTHEAST HARBOR LIBRARY | |||||
| 1 JOY ROAD | NORTHEAST HARBOR | ME | 04662 | FBO RECIPIENT | $15,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,024 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,963 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,058 | TotalIncomeProducingActyAmt |
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 | CategoryTxt |
| Amt | $990 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $990 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TAXPAYER IS NOT REQUIRED TO FILE A COPY OF THE IRS 990 TO PA BECAUSE CONTRIBUTIONS ARE LESS THAN $25,000 AND PROGRAM SERVICE REVENUE DID NOT EXCEED $5 MILLION IN THE YEAR 2013. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCATEL LUCENT SPONS ADR | $3,095 | $664 |
| DU PONT | $32,370 | $35,734 |
| GLAXO SMITHKLINE | $36,166 | $42,498 |
| VERIZON COMMUNICATIONS | $14,045 | $49,140 |
| IBM | $24,519 | $42,203 |
| XCEL ENERGY | $32,194 | $78,316 |
| GENERAL ELECTRIC CO | $65,981 | $61,666 |
| PFIZER INC | $70,782 | $76,575 |
| BP PLC SPONS ADR | $16,563 | $14,583 |
| BRISTOL MYERS | $41,984 | $53,150 |
| UGI CORP | $13,537 | $68,409 |
| AQUA AMERICA INC | $19,359 | $53,125 |
| GMAC LLC | $50,122 | $50,720 |
| SMUCKER J M CO | $24,215 | $51,810 |
| SJW CORP | $0 | $0 |
| SOURCE CAP INC | $28,421 | $26,840 |
| SUNOCO LOGISTICS PARTNERS LP | $0 | $0 |
| SCOTTS MIRACLE-GRO COMPANY | $0 | $0 |
| AT&T INC | $6,602 | $46,587 |
| LSI CORPORATION | $676 | $497 |
| PITNEY BOWES INC | $0 | $0 |
| KIMBERLY CLARK CORP | $0 | $0 |
| FRONTIER COMMUNICATIONS CORP | $722 | $1,116 |
| PNC FINANCIAL SERVICES GROUP | $0 | $0 |
| CLOROX CO | $21,341 | $27,828 |
| DEERE & CO | $48,310 | $50,232 |
| MCCORMICK & CO | $0 | $0 |
| ENERGY TRANSFER PARTNERS | $21,077 | $34,350 |
| KELLOGG CO | $41,729 | $48,856 |
| CAMPBELL SOUP CO | $29,993 | $32,460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,394 | $0 | $1,394 |
| PARTNERSHIP EXPENSE FROM K-1 OF ENERGY TRANSFER PARTNERS LP | $972 | $972 | $0 |
| PARTNERSHIP EXPENSE FROM K-1 OF ENERGY TRANSFER PARTNERS LP | $1,930 | $1,930 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME FROM K-1 OF SUNOCO LOGISTICS LP | Desc |
| Revenue And Expenses Per Books | $312 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $312 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,532 | Amt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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