THE@GT FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE@GT FOUNDATION (EIN 23-7927474)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-12
IRS object ID
201300719349100405
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-03-12T15:32:25-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410746749EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1610 WEST GERMANTOWN PIKE SUITE 400AddressLine1
CityPLYMOUTH MEETINGCity
StatePAState
ZIP Code19462ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237927474EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GT FOUNDATION CO MICHAEL DELFINERBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGTFONameControl
Phone2152569521Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 305AddressLine1
CityKULPSVILLECity
StatePAState
ZIP Code194430305ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL DELFINERName
TitleTRUSTEETitle
Phone2152569521Phone
Date Signed2013-02-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS M DALTON CPA MSTName
PTINP00187241PTIN
Phone2156433900Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY5372621FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss480000ContriReceivedRevAndExpnss
Dividends Rev And Expnss202060DividendsRevAndExpnss
Dividends Net Invst Incm202060DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss45801NetGainSaleAssetsRevAndExpnss
Gross Sales Price324284GrossSalesPrice
Capital Gain Net Incm Net Invst Incm45801CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses727861TotalRevenueAndExpenses
Total Net Investment Income247861TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1775AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1775AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss15TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1790TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1775TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss319000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps319000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss320790TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1775TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps319000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses407071ExcessOfRevenueOverExpenses
Net Investment Income246086NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY101CashBOY
Cash EOY101CashEOY
Cash EOYFMV101CashEOYFMV
Savings And Temp Cash Invst BOY12117SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY12122SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV12122SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY2119983InvestmentsGovtObligBOY
Investments Govt Oblig EOY2224031InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV2485204InvestmentsGovtObligEOYFMV
Investments Other BOY2240038InvestmentsOtherBOY
Investments Other EOY2539562InvestmentsOtherEOY
Investments Other EOYFMV2875194InvestmentsOtherEOYFMV
Total Assets BOY4372239TotalAssetsBOY
Total Assets EOY4775816TotalAssetsEOY
Total Assets EOYFMV5372621TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY3212067CapitalStockBOY
Capital Stock EOY3212067CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1160172RetainedEarningsBOY
Retained Earnings EOY1563749RetainedEarningsEOY
Total Net Assets BOY4372239TotalNetAssetsBOY
Total Net Assets EOY4775816TotalNetAssetsEOY
Total Liabilities Net Assets BOY4372239TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY4775816TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4372239TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses407071ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal4779310Subtotal
Other Decreases3494OtherDecreases
Total Net Assets Fund Balances EOY4775816TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetVANGUARD LONG-TERM TREASURY ADMDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2009-07-01DateAcquired
Date Sold2012-12-28DateSold
Gross Sales Price324284GrossSalesPrice
Cost Or Other Basis278483CostOrOtherBasis
Gain Or Loss45801GainOrLoss
Gains Minus Excess Or Losses45801GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income45801CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1348306QualifyingDistributionsYear1
Noncharitable Assets Year14297205NoncharitableAssetsYear1
Distribution Ratio Year10.081054DistributionRatioYear1
Qualifying Distributions Year2204065QualifyingDistributionsYear2
Noncharitable Assets Year23736422NoncharitableAssetsYear2
Distribution Ratio Year20.054615DistributionRatioYear2
Qualifying Distributions Year3216939QualifyingDistributionsYear3
Noncharitable Assets Year33544739NoncharitableAssetsYear3
Distribution Ratio Year30.061200DistributionRatioYear3
Qualifying Distributions Year4137000QualifyingDistributionsYear4
Noncharitable Assets Year43501595NoncharitableAssetsYear4
Distribution Ratio Year40.039125DistributionRatioYear4
Qualifying Distributions Year5193703QualifyingDistributionsYear5
Noncharitable Assets Year53188548NoncharitableAssetsYear5
Distribution Ratio Year50.060750DistributionRatioYear5
Total Distribution Ratio0.296744TotalDistributionRatio
Average Distribution Ratio0.059349AverageDistributionRatio
Net Noncharitable Assets4987286NetNoncharitableAssets
Adjusted Noncharitable Assets295990AdjustedNoncharitableAssets
One Percent Net Investment Income2461OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One298451AdjNonchrtblAssetsAndOnePct
Qualifying Distributions319000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2461InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2461Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2461TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2800EstTaxPaymentsAndOverpayment
Total Credits And Payments2800TotalCreditsAndPayments
Overpayment339Overpayment
Amount Credited To Next Year339AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMICHAEL DELFINERBooksInCareOfPersonName
Books In Care Of Phone Number2152569521BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 305AddressLine1
CityKULPSVILLECity
StatePAState
ZIP Code194430305ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
KENNETH STANLEY
C/O GREENE TWEED INC PO BOX 305KULPSVILLEPA194430305TRUSTEE0.00000
JOAN STANLEY
C/O GREENE TWEED INC PO BOX 305KULPSVILLEPA194430305TRUSTEE0.00000
NANCY STANLEY
C/O GREENE TWEED INC PO BOX 305KULPSVILLEPA194430305TRUSTEE0.00000
HANNAH DELFINER
C/O GREENE TWEED INC PO BOX 305KULPSVILLEPA194430305TRUSTEE0.00000
RUTH DELFINER
C/O GREENE TWEED INC PO BOX 305KULPSVILLEPA194430305TRUSTEE0.00000
MICHAEL DELFINER
C/O GREENE TWEED INC PO BOX 305KULPSVILLEPA194430305TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS A PRIVATE NON-OPERATING FOUNDATION, AND AS SUCH, ITS ONLY ACTIVITY IS TO MAKE GRANTS OR CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS, PRINCIPALLY TO PUBLIC CHARITIES. SEE PART XV, QUESTION 3A.Description1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities5051015AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances12220AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets5063235TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets5063235AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable75949CashDeemedCharitable
Net Noncharitable Assets4987286NetNoncharitableAssets
Minimum Investment Return249364MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return249364MinimumInvestmentReturn
Tax Based On Investment Income2461TaxBasedOnInvestmentIncome
Total Tax2461TotalTax
Distributable Amount Before Adj246903DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded246903DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted246903DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions319000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions319000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2461OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions316539AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted246903DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year338030ExcessDistriCarryoverYear3
Excess Distri Carryover Year221114ExcessDistriCarryoverYear2
Excess Distri Carryover Year1138834ExcessDistriCarryoverYear1
Total Excess Distri Carryover197978TotalExcessDistriCarryover
Qualifying Distributions319000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year246903AppliedToCurrentYear
Remaining Distri From Corpus72097RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus270075TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year270075ExcessDistriCyovToNextYear
Excess From Year338030ExcessFromYear3
Excess From Year221114ExcessFromYear2
Excess From Year1138834ExcessFromYear1
Excess From Current Year72097ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018N/ACHARITYGENERAL FUND$50,000
CANCER ANGELS OF SAN DIEGO
1915 ASTON AVECARLSBADCA92008N/ACHARITYGENERAL FUND$30,000
DONORSCHOOSEORG
213 WEST 35TH ST 2ND FL EASTNEW YORKNY10001N/ACHARITYGENERAL FUND$50,000
HADASSAH
50 WEST 58TH STREETNEW YORKNY100192500N/ACHARITYGENERAL FUND$64,000
INTERFAITH HOSPITALITY NETWORK OF THE MAIN LINE
1449 DEKALB STREETNORRISTOWNPA19401N/ACHARITYGENERAL SUPPORT$6,000
LOVIN' SPOONFULS
80 SEAVER STBROOKLINEMA02445N/ACHARITYEXPAND COLLECTION CAPACITY$75,000
MAKE A WISH FOUNDATION
515 MURPHY CANYON ROAD STE 110SAN DIEGOCA92123N/ACHARITYGRANT TWO WISHES$14,000
WILD FOR LIFE FOUNDATION
12400 VENTURA BLVD STE 706STUDIO CITYCA91604N/ACHARITYSUPPORT FOR RESCUED HORSES$30,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year319000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$202,060ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$45,801ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$247,861ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA247861TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1GREENE TWEED & COBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12075 DETWILER ROAD PO BOX 305AddressLine1
CityKULPSVILLECity
StatePAState
ZIP Code194430305ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions480000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX RETURN PREPARATIONCategory
Amount$1,775Amount
Net Investment Income1775NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value2224031USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV2485204USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemVANGUARD 500 INDEX FUND ADMCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value2539562BookValue
EOYFMV2875194EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionEXCISE TAXESDescription
Amount$3,494Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENE TWEED & COBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line12075 DETWILER RD PO BOX 305AddressLine1
CityKULPSVILLECity
StatePAState
ZIP Code19443ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryCOMMONWEALTH OF PENNSYLVANIACategory
Amount$15Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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