THE CENTURY FUND TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CENTURY FUND TRUST (EIN 22-6404912)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-24
- IRS object ID
- 201301149349100010
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-24T13:48:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231386942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL RAPPOLD & YURASITS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 S CEDAR CREST BLVD | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 181035443 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226404912 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTURY FUND TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 6104344000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 W WALNUT STREET NO 202 | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 181025497 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BAUSCH | Name |
| Title | TREASURER | Title |
| Phone | 6104344000 | Phone |
| Date Signed | 2013-04-18 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WARREN R HENDERSON CPA | Name |
| PTIN | P00102171 | PTIN |
| Phone | 6104357489 | Phone |
| Date Prepared | 2013-04-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20876081 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1612 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1612 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 598302 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 598302 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 717691 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5905092 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 717691 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1317605 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1317605 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 92500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 50875 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 41625 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 62142 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 62142 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 20500 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 20500 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7980 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7980 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 97942 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 97942 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 18206 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5902 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 8750 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 8750 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5976 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5976 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 313996 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 260067 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 41625 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 832950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 832950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1146946 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 260067 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 874575 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 170659 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1057538 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2772 | CashBOY |
| Cash EOY | 5360 | CashEOY |
| Cash EOYFMV | 5360 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 773849 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 768977 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 768977 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 2124734 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2098820 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2098820 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 10983751 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11991759 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 11991759 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 4520369 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4707045 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4707045 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1338407 | InvestmentsOtherBOY |
| Investments Other EOY | 1259121 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1259121 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1550 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1550 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 61706 | OtherAssetsBOY |
| Other Assets EOY | 44999 | OtherAssetsEOY |
| Other Assets EOYFMV | 44999 | OtherAssetsEOYFMV |
| Total Assets BOY | 19805588 | TotalAssetsBOY |
| Total Assets EOY | 20876081 | TotalAssetsEOY |
| Total Assets EOYFMV | 20876081 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 19805588 | CapitalStockBOY |
| Capital Stock EOY | 20876081 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 19805588 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20876081 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19805588 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20876081 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19805588 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 170659 | ExcessOfRevenueOverExpenses |
| Other Increases | 899834 | OtherIncreases |
| Subtotal | 20876081 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20876081 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| STOCKS | P | 2001-01-01 | 2012-07-01 | 5893728 | 5187401 | 706327 | 706327 |
| CAPITAL GAINS DIVIDENDS | P | 11364 | 11364 | 11364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 717691 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1597994 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20834076 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.076701 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1641415 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 20064478 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.081807 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1620523 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19834102 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.081704 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2040307 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 22437469 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.090933 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1954968 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 28014679 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.069784 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.400929 | TotalDistributionRatio |
| Average Distribution Ratio | 0.080186 | AverageDistributionRatio |
| Net Noncharitable Assets | 20540782 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1647083 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10575 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1657658 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 874575 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 21151 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 21151 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 21151 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13884 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13884 | TotalCreditsAndPayments |
| Tax Due | 7267 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID BAUSCH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6104344000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 WALNUT STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 181025497 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JACK LEH | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | PRES./TRUSTEE | 5.00 | 18500 | 0 | 0 |
| DAVID K BAUSCH | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | TREAS./TRUSTEE | 5.00 | 18500 | 0 | 0 |
| REV GRANT E HARRITY | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | SEC./TRUSTEE | 5.00 | 18500 | 0 | 0 |
| ALICE MILLER | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | VICE CHAIR | 5.00 | 18500 | 0 | 0 |
| LEE A BUTZ | ||||||||
| 462 WALNUT STREET | ALLENTOWN | PA | 18102 | TRUSTEE | 5.00 | 18500 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA CURRAN | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 WALNUT STREET SUTIE 202 | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | Title |
| Average Hours Per Week | 35.00 | AverageHoursPerWeek |
| Compensation | 62142 | Compensation |
| Employee Benefits | 0 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 20041193 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 812393 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20853586 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20853586 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 312804 | CashDeemedCharitable |
| Net Noncharitable Assets | 20540782 | NetNoncharitableAssets |
| Minimum Investment Return | 1027039 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1027039 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21151 | TaxBasedOnInvestmentIncome |
| Total Tax | 21151 | TotalTax |
| Distributable Amount Before Adj | 1005888 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1005888 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1005888 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 874575 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 874575 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 874575 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1005888 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 576298 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 931400 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 636826 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 655261 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 584052 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3383837 | TotalExcessDistriCarryover |
| Qualifying Distributions | 874575 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 874575 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 131313 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 131313 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3252524 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 444985 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2807539 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 931400 | ExcessFromYear4 |
| Excess From Year3 | 636826 | ExcessFromYear3 |
| Excess From Year2 | 655261 | ExcessFromYear2 |
| Excess From Year1 | 584052 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ALICE MILLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 W WALNUT STREET NO 202 | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 181025497 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6104344000 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER EXPLAINING PROJECT AND IRS DETERMINATION LETTER. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | LIMITED TO LEHIGH VALLEY, PA ORGANIZATIONS (GENERALLY) | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (114 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ALLENTOWN BAND | |||||||
| 1914 WEST GREENLEAF STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $7,500 | |
| ALLENTOWN ECUMENICAL FOOD BANK | |||||||
| 534 CHEW STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $5,000 | |
| ALLENTOWN MUSIC FESTIVAL | |||||||
| 824 WALNUT ST SUITE 1 | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $500 | |
| ALLENTOWN PUBLIC LIBRARY | |||||||
| 1210 HAMILTON ST | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $15,000 | |
| ALLENTOWN ST PATRICK'S DAY PARADE | |||||||
| 6279 MAPLE LANE | MACUNGIE | PA | 18062 | NONE | CHARITABLE | $750 | |
| ALLENTOWN SYMPHONY ASSOCIATION | |||||||
| 23 NORTH 6TH ST | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $25,000 | |
| ALLENTOWN YMCA-YWCA | |||||||
| 425 S 15TH STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $25,000 | |
| ALLIANCE FOR BUILDING COMMUNITIES | |||||||
| 830 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $5,000 | |
| AMERICA ON WHEELS | |||||||
| 5 NORTH FRONT STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $25,000 | |
| AMERICAN RED CROSS OF THE LEHIGH VALLEY | |||||||
| 2200 AVENUE A | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $5,000 | |
| ARC OF THE LEHIGH AND NORTHAMPTON COUNTIES | |||||||
| 2289 AVENUE A | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $2,000 | |
| ARC OF THE LEHIGH VALLEY - ELWYN | |||||||
| 1347 HAUSMAN RD | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $3,000 | |
| BACH CHOIR OF BETHLEHEM | |||||||
| 440 HECKWELDER PL | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $4,000 | |
| BAUM SCHOOL OF ART | |||||||
| 510 WEST LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $10,500 | |
| BETHLEHEM AREA VOCATIONAL TECHNICAL SCHOOL BRIDGES FOUNDATION | |||||||
| 3300 CHESTER AVE | BETHLEHEM | PA | 18020 | NONE | CHARITABLE | $10,000 | |
| BIG BROTHERS & BIG SISTERS | |||||||
| 878 MINESITE ROAD | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $2,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | |||||||
| 720 NORTH 6TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $10,000 | |
| BURN PREVENTION FOUNDATION | |||||||
| 236 N 17TH ST FLOOR 2 | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $2,000 | |
| CAMERATA SINGERS | |||||||
| 2540 CENTER STREET | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $1,000 | |
| CANCER SUPPORT COMMUNITY | |||||||
| 3400 BATH PIKE | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $3,000 | |
| CATHOLIC CHARITIES OF ALLENTOWN | |||||||
| 530 UNION BLVD | ALLENTOWN | PA | 18042 | NONE | CHARITABLE | $3,000 | |
| CEDAR CREST COLLEGE | |||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $50,000 | |
| CENTER FOR VISION LOSS | |||||||
| 845 WEST WYOMING STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $2,000 | |
| CHILDRENS HOME OF EASTON INC | |||||||
| 2000 SOUTH 25TH STREET | EASTON | PA | 18103 | NONE | CHARITABLE | $3,000 | |
| CITY OF ALLENTOWN UNION & WEST END | |||||||
| 435 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $2,500 | |
| CITY OF ALLENTOWN | |||||||
| 435 HAMILTON STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $12,500 | |
| CITYSPACE | |||||||
| 457 WEST ALLEN STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $1,500 | |
| CIVIC THEATRE | |||||||
| 527 NORTH 19TH STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $10,000 | |
| COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY | |||||||
| 1337 EAST FIFTH STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $3,000 | |
| COMMUNITY ACTION DEVELOPMENT CORPORATION OF ALLENTOWN | |||||||
| 443 N 7TH ST | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $5,000 | |
| COMMUNITY ACTION DEVELOPMENT CORPORATION OF LV | |||||||
| 1337 EAST FIFTH STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $5,000 | |
| COMMUNITY BIKE WORKS | |||||||
| 235 NORTH MADISON STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $2,500 | |
| CONGREGATIONS UNITED FOR NEIGHBORHOOD ACTION | |||||||
| 317 N 4TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $10,000 | |
| DAVINCI DISCOVERY CENTER | |||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $15,000 | |
| DESALES UNIVERSITY | |||||||
| 2755 STATION AVE | CENTER VALLEY | PA | 18034 | NONE | CHARITABLE | $25,000 | |
| DIAKON LUTHERAN SOCIAL MINISTRIES | |||||||
| 798 HAUSMAN ROAD SUITE 300 | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $5,000 | |
| EASTER SEALS EASTERN PA | |||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $2,000 | |
| EPISCOPAL MINISTRIES | |||||||
| 333 WYANDOTTE STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $4,500 | |
| FAMILY ANSWERS | |||||||
| 411 W WALNUT STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $7,500 | |
| FRIENDS OF ALLENTOWN PARKS | |||||||
| 2700 PARKWAY BLVD | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $2,000 | |
| FUND TO BENEFIT CHILDREN AND YOUTH | |||||||
| 3633 TREXLER BLVD | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $5,000 | |
| GIRL SCOUTS OF EASTERN PA | |||||||
| 2633 MORAVIAN AVE | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $10,000 | |
| GRACE COMMUNITY FOUNDATION | |||||||
| 108 NORTH 5TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $3,000 | |
| GRACE MONTESSORI SCHOOL | |||||||
| 814 WEST LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $5,000 | |
| HABITAT FOR HUMANITY | |||||||
| 245 N GRAHAM STREET | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $7,500 | |
| HISTORIC BETHLEHEM PARTNERSHIP | |||||||
| 66 WEST CHURCH STREET | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $1,500 | |
| HOLY FAMILY MANOR | |||||||
| 1200 SPRING STREET | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $5,000 | |
| HOUSING ASSOCIATION AND DEVELOPMENT CORPORATION | |||||||
| 513 W CHEW ST | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $15,000 | |
| JEWISH FAMILY SERVICE OF ALLENTOWN | |||||||
| 2004 WEST ALLEN STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $1,000 | |
| KIDS PEACE | |||||||
| 4085 INDEPENDANCE DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | CHARITABLE | $5,000 | |
| LEHIGH CARBON COMMUNITY COLLEGE | |||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | CHARITABLE | $35,000 | |
| LEHIGH COUNTY CONFERENCE OF CHURCHES | |||||||
| 534 CHEW STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $5,000 | |
| LEHIGH COUNTY HUMANE SOCIETY | |||||||
| 640 DIXON STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $10,000 | |
| LEHIGH COUNTY SENIOR CITIZENS | |||||||
| 1633 ELM STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $5,000 | |
| LEHIGH GAP NATURE CENTER | |||||||
| 8844 PAINT MILL RD | SLATINGTON | PA | 18080 | NONE | CHARITABLE | $6,000 | |
| LEHIGH VALLEY CENTER FOR INDEPENDENT LIVING | |||||||
| 435 ALLENTOWN DRIVE | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $2,500 | |
| LEHIGH VALLEY CHILDRENS CENTER | |||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $4,000 | |
| LEHIGH VALLEY COMMUNITY BROADCASTERS ASSOCIATION WDIY 881 | |||||||
| 301 BROADWAY | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $2,000 | |
| LEHIGH VALLEY ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 2158 AVENUE C SUITE 200 | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $5,000 | |
| LEHIGH VALLEY ZOO | |||||||
| 5150 GAME PRESERVE ROAD | SCHNECKSVILLE | PA | 18078 | NONE | CHARITABLE | $15,000 | |
| LYNN HEIDELBURG HISTORICAL SOCIETY | |||||||
| 6751 MAIN STREET | NEW TRIPOLI | PA | 18066 | NONE | CHARITABLE | $2,500 | |
| MACUNGIE BAND | |||||||
| PO BOX 201 | MACUNGIE | PA | 18062 | NONE | CHARITABLE | $1,000 | |
| MARINE BAND OF ALLENTOWN | |||||||
| 823 W WALNUT ST | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $3,500 | |
| MAYFAIR | |||||||
| 2141 DOWNYFLAKE LN | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $12,500 | |
| MEALS ON WHEELS OF LEHIGH COUNTY | |||||||
| 4234 DORNEY PARK ROAD | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $12,000 | |
| MEALS ON WHEELS OF THE NORTHAMPTON VALLEY | |||||||
| 4240 FRITCH DRIVE | BETHLEHEM | PA | 18020 | NONE | CHARITABLE | $2,000 | |
| MERCY SPECIAL LEARNING CENTER | |||||||
| 830 SOUTH WOODWARD STREET | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $2,000 | |
| MILLER-KEYSTONE BLOOD CENTER | |||||||
| 1465 VALLEY CENTER PARKWAY | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $2,000 | |
| MIRACLE LEAGUE OF THE LEHIGH VALLEY | |||||||
| PO BOX 180 | WHITEHALL | PA | 18052 | NONE | CHARITABLE | $3,500 | |
| MOCK TURTLE MARIONETTE THEATRE | |||||||
| 421 SECOND AVENUE | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $1,000 | |
| MOSSER VILLAGE FAMILY CENTER | |||||||
| 614 SOUTH CARLISLE STREET | ALLENTOWN | PA | 18109 | NONE | CHARITABLE | $4,000 | |
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW ST | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $50,000 | |
| MUNICIPAL BAND OF ALLENTOWN | |||||||
| 161 E BEIL AVE | NAZARETH | PA | 18064 | NONE | CHARITABLE | $2,000 | |
| NATIONAL CANAL MUSEUM | |||||||
| 30 CENTRE SQUARE | EASTON | PA | 18042 | NONE | CHARITABLE | $500 | |
| NEIGHBORHOOD HOUSING SERVICES | |||||||
| 213 N 5TH ST 1030 | READING | PA | 19601 | NONE | CHARITABLE | $2,000 | |
| NORTHAMPTON COMMUNITY COLLEGE | |||||||
| 3835 GREEN POND RD | BETHLEHEM | PA | 18020 | NONE | CHARITABLE | $5,000 | |
| NORTHERN LEHIGH COMMUNITY CENTER | |||||||
| 510 CHARLES STREET | SLATINGTON | PA | 18080 | NONE | CHARITABLE | $10,000 | |
| NORTHERN LEHIGH SWIMMING POOL FOUNDATION | |||||||
| VICTORY PARK | SLATINGTON | PA | 18080 | NONE | CHARITABLE | $1,500 | |
| OLD ALLENTOWN PRESERVATION ASSOCIATION | |||||||
| 147 NORTH 10TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $10,000 | |
| PARKETTES | |||||||
| 401 MARTIN LUTHER KING JUNIOR DRIVE | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $2,000 | |
| PENN STATE LEHIGH VALLEY | |||||||
| 2809 E SAUCON VALLEY ROAD | CENTER VALLEY | PA | 18034 | NONE | CHARITABLE | $6,000 | |
| PENNSYLVANIA SHAKESPEARE FESTIVAL | |||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | NONE | CHARITABLE | $2,000 | |
| PENNSYLVANIA SINFONIA ORCHESTRA | |||||||
| 1524 WEST LINDEN STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $2,500 | |
| PERSONALIZED BOOKS GIVEN TO CHILDREN | |||||||
| 2334 SOUTH CHURCH ST | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $1,500 | |
| PHOEBE-DEVITT HOMES | |||||||
| 1925 WEST TURNER STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $35,000 | |
| PINEBROOK SERVICES | |||||||
| 402 NORTH FULTON STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $2,500 | |
| PIONEER BAND | |||||||
| PO BOX 1613 | ALLENTOWN | PA | 18105 | NONE | CHARITABLE | $3,000 | |
| PROGRAM FOR WOMEN AND FAMILIES | |||||||
| 1030 WEST WALNUT STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $4,000 | |
| PROJECT OF EASTON | |||||||
| 320 FERRY ST | EASTON | PA | 18042 | NONE | CHARITABLE | $1,000 | |
| REPERTORY DANCE THEATRE | |||||||
| 118 SOUTH 6TH STREET | EMMAUS | PA | 18049 | NONE | CHARITABLE | $1,500 | |
| RESURRECTED COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 144 NORTH 9TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $5,000 | |
| SACRED HEART HOSPITAL | |||||||
| 421 WEST CHEW STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $25,000 | |
| SALVATION ARMY | |||||||
| 144 NORTH 8TH STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $15,000 | |
| SATORI | |||||||
| 2985 FAIRFIELD DR NORTH | ALLENTOWN | PA | 18103 | NONE | CHARITABLE | $1,000 | |
| SECOND HARVEST FOOD BANK | |||||||
| 2045 HARVEST WAY | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $5,000 | |
| SHARECARE | |||||||
| 323 WYANDOTTE STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $1,000 | |
| SOUTHERN LEHIGH PUBLIC POOL | |||||||
| 3200 PRESTON LN | CENTER VALLEY | PA | 18034 | NONE | CHARITABLE | $3,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA | |||||||
| 2570 BOULEVARD OF THE GENERALS | NORRISTOWN | PA | 19403 | NONE | CHARITABLE | $2,000 | SUITE 124 |
| ST LUKE'S NEIGHBORHOOD CENTER | |||||||
| 435 NORTH 7TH STREET | ALLENTOWN | PA | 18102 | NONE | CHARITABLE | $7,500 | |
| STATE THEATRE CENTER FOR THE ARTS | |||||||
| 453 NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | CHARITABLE | $5,000 | |
| STITCHES OF LOVE | |||||||
| 9141 SOUTH PRIMROSE CIRCLE | BREINIGSVILLE | PA | 18031 | NONE | CHARITABLE | $1,500 | |
| THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN | |||||||
| 41 NORTH THIRD STREET | EASTON | PA | 18042 | NONE | CHARITABLE | $2,500 | |
| TOUCHSTONE THEATRE | |||||||
| 321 EAST 4TH STREET | ALLENTOWN | PA | 18015 | NONE | CHARITABLE | $1,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | |||||||
| 2200 AVE A | BETHLEHEM | PA | 18017 | NONE | CHARITABLE | $37,500 | |
| VALLEY YOUTH HOUSE | |||||||
| 827-829 LINDEN ST | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $2,500 | |
| VOLUNTEERS OF AMERICA PENNSYLVANIA | |||||||
| 730 W UNION STREET | ALLENTOWN | PA | 18101 | NONE | CHARITABLE | $1,200 | |
| WEISENBERGLOWHILL TOWNSHIP HISTORICAL SOCEITY | |||||||
| PO BOX 91 | NEW TRIPOLI | PA | 18051 | NONE | CHARITABLE | $1,500 | |
| WELLER HEALTH EDUCATION CENTER | |||||||
| 325 NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | CHARITABLE | $2,000 | |
| WEST END YOUTH CENTER | |||||||
| 848 N 20TH STREET | ALLENTOWN | PA | 18104 | NONE | CHARITABLE | $15,000 | |
| WHITEHALL HISTORICAL PRESERVATION | |||||||
| PO BOX 39 | WHITEHALL | PA | 18052 | NONE | CHARITABLE | $1,000 | |
| WLVT-TV CHANNEL 39 | |||||||
| 839 SESAME STREET | BETHLEHEM | PA | 18015 | NONE | CHARITABLE | $20,000 | |
| YMCA OF BETHLEHEM | |||||||
| 430 E BROAD STREET | BETHLEHEM | PA | 18018 | NONE | CHARITABLE | $7,500 | |
| YMCA OF EASTON | |||||||
| 1225 W LAFAYETTE ST | EASTON | PA | 18042 | NONE | CHARITABLE | $1,000 | |
| YOUNG PEOPLE'S PHILHARMONIC ORCHESTRA | |||||||
| PO BOX 1614 | BETHLEHEM | PA | 18016 | NONE | CHARITABLE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 832950 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,612 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $598,302 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,364 | ExclusionAmount |
| Related Or Exempt Function Income | 706327 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $611,278 | ExclusionAmount |
| Related Or Exempt Function Income | 706327 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1317605 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 8 | REALIZED GAINS FROM SALE OF INVESTMENTS, PROCEEDS USED TO PROVIDE |
| 8 | ADDITIONAL DISTRIBUTIONS TO CHARITABLE ENTITIES. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $7,980 | Amount |
| Net Investment Income | 7980 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 4707045 | EOYBookValue |
| EOYFMV | 4707045 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 11991759 | EOYBookValue |
| EOYFMV | 11991759 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2098820 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2098820 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1259121 | BookValue |
| EOYFMV | 1259121 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $20,500 | Amount |
| Net Investment Income | 20500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM (TO) BROKERS | Description |
| BOY Book Value | 61706 | BOYBookValue |
| EOY Book Value | 44999 | EOYBookValue |
| EOYFMV | 44999 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MEMBERSHIPS FEES | 695 | 695 | 0 | 0 |
| INSURANCE | 1638 | 1638 | 0 | 0 |
| PAYROLL FEES | 974 | 974 | 0 | 0 |
| TELEPHONE | 1400 | 1400 | 0 | 0 |
| OFFICE SUPPLIES/MAINTENANCE | 1269 | 1269 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN IN MARKET VALUE - INVESTMENTS | Description |
| Amount | $899,834 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGER FEES | Category |
| Amount | $97,942 | Amount |
| Net Investment Income | 97942 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES - 2012 | $852 | 852 | 0 | 0 |
| PAYROLL TAXES | $5,050 | 5050 | 0 | 0 |
| FEDERAL EXCISE TAX | $12,304 | 0 | 0 | 0 |