DICERBO FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DICERBO FOUNDATION INC (EIN 11-3202308)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201301989349100205
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T10:17:29-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232413864 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PENNSYLVANIA TRUST CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE RADNOR CORP CTR STE 450 | AddressLine1 |
| City | RADNOR | City |
| State | PA | State |
| ZIP Code | 19087 | 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 | 113202308 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICERBO FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DICE | NameControl |
| Phone | 6109754300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE PA TRUST CO 5 RADNOR CORP | AddressLine1 |
| Address Line2 | CTR NO 450 | AddressLine2 |
| City | RADNOR | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS DICERBO | Name |
| Title | CHAIRMAN | Title |
| Phone | 6109754305 | Phone |
| Date Signed | 2013-07-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00019129 | PTIN |
| Phone | 6109754305 | Phone |
| 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 | 1410725 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 313775 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6056 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6056 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 38792 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 38792 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 113790 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2398233 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 159510 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 472413 | TotalRevenueAndExpenses |
| Total Net Investment Income | 204358 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 16980 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 16980 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1401 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 32 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20131 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17012 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 160637 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 160637 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 180768 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17012 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 162137 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 291645 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 187346 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 462 | CashEOY |
| Cash EOYFMV | 462 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 21293 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43293 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43293 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 870314 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 947842 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1030797 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 137823 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 362416 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 336173 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1029430 | TotalAssetsBOY |
| Total Assets EOY | 1354013 | TotalAssetsEOY |
| Total Assets EOYFMV | 1410725 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1029430 | UnrestrictedBOY |
| Unrestricted EOY | 1354013 | UnrestrictedEOY |
| Total Net Assets BOY | 1029430 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1354013 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1029430 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1354013 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1029430 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 291645 | ExcessOfRevenueOverExpenses |
| Other Increases | 32938 | OtherIncreases |
| Subtotal | 1354013 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1354013 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| PA TRUST ACCT #088336-72-J | P | 2012-01-01 | 2012-12-31 | 1990149 | 1972538 | 17611 | 17611 |
| PA TRUST ACCT #088336-72-J | P | 2011-01-01 | 2012-12-31 | 403889 | 261982 | 141907 | 141907 |
| PA TRUST ACCT #088336-72-J-CALLS | P | 2012-01-01 | 2012-12-31 | 3343 | 4203 | -860 | -860 |
| CAPITAL GAINS DIVIDENDS | P | 852 | 852 | 852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 159510 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 159000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1050874 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.151303 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 147061 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 985950 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.149157 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 137660 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 875366 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.157260 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 109425 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1229687 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088986 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146100 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1382749 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.105659 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.652365 | TotalDistributionRatio |
| Average Distribution Ratio | 0.130473 | AverageDistributionRatio |
| Net Noncharitable Assets | 1242470 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 162109 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1873 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 163982 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 162137 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3747 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3747 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3747 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1220 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 3220 | TotalCreditsAndPayments |
| Tax Due | 527 | 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 | NY | 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 | JEANNE M STAGLOFF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6109754305 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 RADNOR CORP CTR SUITE 450 | AddressLine1 |
| City | RADNOR | City |
| State | PA | State |
| ZIP Code | 19087 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS P DICERBO II | ||||||||
| 33 CHAPEL ROAD | MANHASSETT | NY | 11030 | CHAIRMAN | 1.00 | 0 | 0 | 0 |
| EILEEN PATRICIA DICERBO | ||||||||
| 33 CHAPEL ROAD | MANHASSETT | NY | 11030 | VICE CHAIRMAN | 0.25 | 0 | 0 | 0 |
| JOY BUSHWELL | ||||||||
| 9 CAMELOT DRIVE | LIVINGSTON | NJ | 07039 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| MRS CINDY SILVERSTEIN | ||||||||
| 261 WOODBRIDGE AVENUE | BUFFALO | NY | 14214 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| NANCY REDDAN | ||||||||
| 474 ALBERN AVE | OCEANSIDE | NY | 11572 | CORP SECRETARY | 1.00 | 0 | 0 | 0 |
| CHERI DICERBO | ||||||||
| 201 EAST 77TH ST 5C | NEW YORK | NY | 10075 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| 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 | 1215321 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 46070 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1261391 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1261391 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18921 | CashDeemedCharitable |
| Net Noncharitable Assets | 1242470 | NetNoncharitableAssets |
| Minimum Investment Return | 62124 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62124 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3747 | TaxBasedOnInvestmentIncome |
| Total Tax | 3747 | TotalTax |
| Distributable Amount Before Adj | 58377 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 58377 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 58377 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 162137 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 162137 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 162137 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 58377 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 80042 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 48010 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 94022 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 99641 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 108890 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 430605 | TotalExcessDistriCarryover |
| Qualifying Distributions | 162137 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 58377 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 103760 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 534365 | 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 | 80042 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 454323 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 48010 | ExcessFromYear4 |
| Excess From Year3 | 94022 | ExcessFromYear3 |
| Excess From Year2 | 99641 | ExcessFromYear2 |
| Excess From Year1 | 108890 | ExcessFromYear1 |
| Excess From Current Year | 103760 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN COLLEGE | |||||||||||
| 270 S BRYN MAWR AVENUE | BRYN MAWR | PA | 190102196 | NONE | SCHOOL | PREMIUM PAYMENTS FUND - $10,217; ANNUAL FUND - $14,000 | $24,217 | ||||
| AMERICAN COLLEGE | |||||||||||
| 270 S BRYN MAWR AVENUE | BRYN MAWR | PA | 190102196 | NONE | SCHOOL | PENN MUTUAL CENTER FOR VETERANS AFFAIRS FUND | $30,000 | ||||
| ARCHDIOCESE FOR THE MILITARY SERVICES USA | |||||||||||
| PO BOX 469 | WASHINGTON | DC | 200170469 | NONE | RELIGIOUS ORGANIZATI | GENERAL | $1,000 | ||||
| ARCHDIOCESE OF NY | |||||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224112 | NONE | RELIGIOUS ORGANIZATI | STEWARDSHIP APPEAL | $2,500 | ||||
| AVE MARIA UNIVERSITY | |||||||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | NONE | SCHOOL | ANNUAL FUND | $10,000 | ||||
| CATHOLIC CHARITIES - ARCHDIOCESE OF NEW YORK | |||||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224112 | NONE | RELIGIOUS ORGANIZATI | GENERAL | $5,000 | ||||
| CATHOLIC FAITH APPEAL | |||||||||||
| PO BOX 1958 | VENICE | FL | 342841958 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | ||||
| CATHOLIC LEADERSHIP INSTITUTE | |||||||||||
| 440 EAST SWEDESFORD ROAD SUITE 3040 | WAYNE | PA | 19087 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | ||||
| CONGREGATION OF THE HOLY SPIRIT | |||||||||||
| PO BOX 3509 | HEMET | CA | 925463509 | NONE | RELIGIOUS ORGANIZATI | GENERAL | $20,000 | ||||
| JAMES P MCCARRON MEDICAL FOUNDATION | |||||||||||
| 820 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PRIVATE FOUNDATION | GENERAL | $5,000 | ||||
| NEW YORK PRESBYTERIAN FUND | |||||||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | NONE | HOSPITAL | GENERAL | $1,500 | ||||
| PATH TO PEACE FOUNDATION | |||||||||||
| 25 EAST 39TH STREET | NEW YORK | NY | 100160903 | NONE | PUBLIC CHARITY | GENERAL | $17,220 | ||||
| SISTERS OF LIFE | |||||||||||
| 586 MCCLEAN AVENUE | YONKERS | NY | 10705 | NONE | RELIGIOUS ORGANIZATI | GENERAL | $20,000 | ||||
| SAINT WILLIAMS PARISH | |||||||||||
| 750 SEAGATE DRIVE | NAPLES | FL | 34103 | NONE | RELIGIOUS ORGANIZATI | GENERAL | $1,000 | ||||
| BOYS AND GIRLS TOWN OF ITALY | |||||||||||
| 250 EAST 63RD STREET STE 204 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | ||||
| LANIADO HOSPITAL | |||||||||||
| NONE | HOSPITAL | GENERAL | $1,000 | KIRYAT SANZ | NETANYA | IS | 42150 | ||||
| LEXINGTON COLLEGE | |||||||||||
| 310 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | NONE | SCHOOL | GENERAL | $5,000 | ||||
| PHILHARMONIC CENTER FOR THE ARTS | |||||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 341082704 | NONE | PUBLIC CHARITY | GENERAL | $1,700 | ||||
| UJA FEDERATION | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 | ||||
| TRI-COUNTY SCHOLARSHIP FUND | |||||||||||
| FOUR CENTURY DRIVE | PARSIPPANY | NJ | 07054 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | ||||
| COLUMBIA UNIVERSITY - DEPT OF OPHTHALMOLOGY | |||||||||||
| 635 WEST 165TH STREET STE 214 | NEW YORK | NY | 10032 | NONE | SCHOOL | DEPARTMENT OF OPHTHALMOLOGY | $1,000 | ||||
| MILLION DOLLAR ROUND TABLE FOUNDATION (MDRT) | |||||||||||
| 325 W TOUHY AVE | PARK RIDGE | IL | 600684265 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | ||||
| DIOCESE OF ROCKVILLE CENTER | |||||||||||
| PO BOX 9023 | ROCKVILLE CENTRE | NY | 115719023 | NONE | RELIGIOUS ORGANIZATI | CATHOLIC MINISTRIES APPEAL | $2,500 | ||||
| CHURCH OF ST MARY | |||||||||||
| 1300 NORTHERN BLV | MANHASSET | NY | 11030 | NONE | RELIGIOUS ORGANIZATI | GENERAL | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 160637 | 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 | $6,056 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38,792 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $113,790 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $158,638 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 158638 | TotalPartXVIA |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | LOUIS P DICERBO II | 2 PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | 114895 | X |
| 2 | LOUIS P DICERBO II | 2 PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | 144987 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 10,000 SHS PIMCO HIGH INCOME FUND | 141450 | 2012-09-07 |
| 2 | 5,000 SHS AT&T | 172325 | 2012-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| $50,000 FORD MOTOR CO 7.125% | 38377 | 57750 |
| MUTUAL FUNDS-BONDS | 324039 | 278423 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PA TRUST #08833-72-J | NameOfStock |
| EOY Book Value | 947842 | EOYBookValue |
| EOYFMV | 1030797 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NY FILING FEE | Description |
| Revenue And Expenses Per Books | 250 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK VALUE ADJUSTMENT ALTRIA GR | $240 |
| BOOK VALUE ADJUSTMENT FORD MOTOR CO CORPORATE BD | $15,682 |
| BOOK VALUE ADJUSTMENT PIMCO HIGH INC FD | $16,186 |
| CASH REC'D 2013 FOR DIVIDENDS REPORTED IN 2012 | $830 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $16,980 | Amount |
| Net Investment Income | 16980 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 FEDERAL EXCISE TAX | $149 | 0 | 0 |
| FEDERAL ESTIMATED TAX | $1,220 | 0 | 0 |
| FOREIGN TAX PAID | $32 | 32 | 0 |
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