BABCOCK FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BABCOCK FAMILY FOUNDATION (EIN 20-5272437)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-30
- IRS object ID
- 201431209349100008
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-30T07:22:59-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWLETT & LEWIS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHARLES ST PO BOX 878 | AddressLine1 |
| City | WELLSBORO | City |
| State | PA | State |
| ZIP Code | 16901 | 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 | 205272437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Babcock Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BABC | BusinessNameControlTxt |
| Phone | 5707231451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 22 | AddressLine1 |
| City | Lemont | City |
| State | PA | State |
| ZIP Code | 16851 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD E BABCOCK JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5707231451 | PhoneNum |
| Signature | 2014-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL B ALLEN | PreparerPersonNm |
| Phone | 5707231472 | PhoneNum |
| Preparation | 2014-04-30 | PreparationDt |
| 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 | $2,105,521 | 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 | $62,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,188 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $26,722 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,742 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $62,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,910 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,742 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,608 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,608 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $119 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $119 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $453 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,489 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,652 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,786 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,831 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,742 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,216 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,243 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $400,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $400,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $212,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $174,071 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,328,285 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,342,754 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,516,207 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,057,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,982,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,105,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,057,773 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,982,766 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,057,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,982,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,057,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,982,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,057,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,322 | OtherIncreasesAmt |
| Subtotal | $1,982,766 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,982,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edward Jones Short Term Covered (See attached) | P | 2013-01-08 | 2013-10-31 | $800 | $0 | $646 | $154 | $0 | $0 | $0 | $154 |
| Edward Jones Long Term Noncovered (See attached) | P | 2012-12-31 | 2013-12-31 | $159,200 | $0 | $144,452 | $14,748 | $0 | $0 | $0 | $14,748 |
| Nittany Lion Fund, LLC Short Term (See attached) | P | 2013-01-01 | 2013-12-31 | $3,482 | $0 | $0 | $3,482 | $0 | $0 | $0 | $3,482 |
| Nittany Lion Fund, LLC Long Term (See attached) | P | 2012-12-31 | 2013-12-31 | $8,154 | $0 | $0 | $8,154 | $0 | $0 | $0 | $8,154 |
| Nittany Lion Fund, LLC Un Rec Sec 1250 Term (See attached) | P | 2012-12-31 | 2013-12-31 | $3 | $0 | $0 | $3 | $0 | $0 | $0 | $3 |
| Little Lion Investment Club Short Term (See attached) | P | 2013-01-01 | 2013-12-31 | $106 | $0 | $0 | $106 | $0 | $0 | $0 | $106 |
| Little Lion Investment Club Long Term (See attached) | P | 2012-12-31 | 2013-12-31 | $75 | $0 | $0 | $75 | $0 | $0 | $0 | $75 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,722 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,742 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $106,126 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,411,470 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075188 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,422,531 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038787 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,343,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031080 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,313 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,167,684 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025960 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,508 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,387,756 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018381 | DistributionYr5Rt |
| Total Distribution | 0.189396 | TotalDistributionRt |
| Average Distribution | 0.037879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,651,592 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,561 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $868 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,438 | 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 | $868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $868 | SubtotalAmt |
| Tax Based On Investment Income | $868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $106 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $106 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $772 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | EDWARD E BABCOCK JR | IndividualWithBooksNm |
| Phone | 5707231451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 269 Blue Bird Lane | AddressLine1 |
| City | Port Matilda | City |
| State | PA | State |
| ZIP Code | 16870 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD E BABCOCK JR | ||||||||
| 269 Blue Bird Lane | Port Matilda | PA | 16870 | Trustee | 3.00 | $0 | $0 | $0 |
| ROSEMARY BABCOCK | ||||||||
| 269 Blue Bird Lane | Port Matilda | PA | 16870 | Trustee | 3.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provided grants to charities to furtherchildren and youth programs and education, as well asspiritual growth of religious institutions. | Description1Txt |
| Expenses1 | $159,786 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,667,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,676,743 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,676,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,151 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,651,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $868 | TotalTaxAmt |
| Distributable Before Adj | $81,712 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,712 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,712 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,438 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,438 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $868 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $161,570 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,712 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $6,502 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,502 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,438 | QualifyingDistributionsAmt |
| Applied To Current Year | $81,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,733 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,235 | TotalCorpusAmt |
| Undistributed Income CY | $7 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $87,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,502 | ExcessFromYear1Amt |
| Excess From Current Year | $80,733 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD E BABCOCK JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Pennsylvania State University | ||||||
| 201 Shields Building | University Park | PA | 16802 | School | Scholarship | $125,500 |
| State College CMA Church | ||||||
| 1221 West Whitehall Road | State College | PA | 16801 | 501(c)(3) | Further programs | $1,650 |
| Campus Crusade for Christ International | ||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | 501(c)(3) | Further programs | $2,400 |
| Compassion International | ||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 80921 | 501(c)(3) | Further programs | $416 |
| Zawardi Fund International | ||||||
| 1023 15th St NW 12th Floor | Washington | DC | 20005 | 501(c)(3) | Further programs | $6,000 |
| Alliance Christian Fellowship | ||||||
| 1221 West Whitehall Road | State College | PA | 16801 | 501(c)(3) | Further programs | $1,000 |
| Binghamton University (SUNY) | ||||||
| 4400 Vestal Parkway East | Binghamton | NY | 13902 | School | Scholarship | $2,500 |
| Mercyhurst University | ||||||
| 501 East 38th Street | Erie | PA | 16546 | School | Scholarship | $10,000 |
| Partnering 4 Africa co Meg Battin | ||||||
| 1161 Abbott Rd | Buffalo | NY | 14220 | 501(c)(3) | Further programs | $1,500 |
| Coudersport Area School District | ||||||
| Main Street | Coudersport | PA | 16915 | School | Further programs | $3,200 |
| Grove City College | ||||||
| 100 Campus Drive | Grove City | PA | 16127 | School | Further programs | $5,000 |
| Trillium Health Care | ||||||
| 259 Monroe Avenue | Rochester | NY | 14607 | Hospital | Further programs | $100 |
| UIFChicago Diabetes Project | ||||||
| 1747 W Roosevele Road Suite 302 | Chicago | IL | 60602 | 501(c)(3) | Further programs | $200 |
| Dana-Farber Cancer Institute | ||||||
| 450 Brookline Avenue | Boston | MA | 02215 | 501(c)(3) | Further programs | $100 |
| Penn State Dance Marathon | ||||||
| 210 HUB | University Park | PA | 16802 | Hospital | Further programs | $100 |
| The Women's Center | ||||||
| 1025 Vermont Ave NW 310 | Washington | DC | 20005 | 501(c)(3) | Further programs | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,786 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,188 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Edward Jones - Level 3 Communications, Inc. (See attached) | $110,272 | $44,216 |
| Nittany Lion Fund, LLC (See attached) | $112,284 | $127,642 |
| Little Lion Investment Club (See attached) | $2,213 | $2,213 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Edward Jones - Mutual Funds (See attached) | CategoryOrItemTxt |
| Book Value | $1,342,754 | BookValueAmt |
| EOYFMV | $1,516,207 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWLETT & LEWIS, P.C. 990-PF | CategoryTxt |
| Legal Fees | $2,608 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,608 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Miscellaneous | $785 | $785 | |
| Non-Deductible Expenses | $704 | $704 | |
| Postage | $44 | $44 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal excise tax refund | $600 |
| Capital Gains | $26,722 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Edward Jones Investment | CategoryTxt |
| Amt | $18 | Amt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $453 | Amt |
| Net Investment Income | $453 | NetInvestmentIncomeAmt |
Comments