BABCOCK FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BABCOCK FAMILY FOUNDATION (EIN 20-5272437)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201311359349101981
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:36:51-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWLETT & LEWIS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHARLES ST PO BOX 878 | AddressLine1 |
| City | WELLSBORO | City |
| State | PA | State |
| ZIP Code | 16901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205272437 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BABCOCK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BABC | NameControl |
| Phone | 5707231451 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22 | AddressLine1 |
| City | LEMONT | City |
| State | PA | State |
| ZIP Code | 16851 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E BABCOCK JR | Name |
| Title | TRUSTEE | Title |
| Phone | 5707231451 | Phone |
| Date Signed | 2013-03-26 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL B ALLEN | Name |
| Phone | 5707231472 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1970231 | 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 |
| Dividends Rev And Expnss | 43499 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 43499 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9122 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 9122 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 52621 | TotalRevenueAndExpenses |
| Total Net Investment Income | 52621 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 1980 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 1980 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 53 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 53 | OtherProfFeesNetInvstIncm |
| Interest Rev And Expnss | 109 | InterestRevAndExpnss |
| Interest Net Invst Incm | 109 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 1894 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1894 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1056 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1056 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5092 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2056 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3036 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 103596 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 103596 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 108688 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2056 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 106632 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -56067 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50565 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7437 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17216 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17216 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 500000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 500000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 500000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 1614225 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 212272 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 132806 | InvestmentsCorpStockEOYFMV |
| Investments Other EOY | 1328285 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1320209 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2121662 | TotalAssetsBOY |
| Total Assets EOY | 2057773 | TotalAssetsEOY |
| Total Assets EOYFMV | 1970231 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2121662 | CapitalStockBOY |
| Capital Stock EOY | 2057773 | CapitalStockEOY |
| Total Net Assets BOY | 2121662 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2057773 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2121662 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2057773 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2121662 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -56067 | ExcessOfRevenueOverExpenses |
| Subtotal | 2065595 | Subtotal |
| Other Decreases | 7822 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2057773 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Edward Jones Long Term Noncovered (See attached) | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2011-12-31 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 220008 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 227830 | CostOrOtherBasis |
| Gain Or Loss | -7822 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | -7822 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -7822 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 55176 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1422531 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038787 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41764 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1343754 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.031080 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30313 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1167684 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.025960 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25508 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1387756 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.018381 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 173000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2134938 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.081033 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.195241 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039048 | AverageDistributionRatio |
| Net Noncharitable Assets | 1411470 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55115 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 506 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55621 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 106632 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 506 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 506 | Subtotal |
| Tax Based On Investment Income | 506 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Original Return Overpayment | -1200 | OriginalReturnOverpayment |
| Overpayment | 694 | Overpayment |
| Amount Credited To Next Year | 694 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | EDWARD E BABCOCK JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5707231451 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 882 GREENBRIAR DR | AddressLine1 |
| City | STATE COLLEGE | City |
| State | PA | State |
| ZIP Code | 16801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD E BABCOCK JR | ||||||||
| 882 GREENBRIAR DR | STATE COLLEGE | PA | 16801 | Trustee | 3.00 | 0 | 0 | 0 |
| ROSEMARY BABCOCK | ||||||||
| 882 GREENBRIAR DR | STATE COLLEGE | PA | 16801 | Trustee | 3.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provided grants to charities to furtherchildren and youth programs and education, as well asspiritual growth of religious institutions. | Description1 |
| Expenses1 | 105596 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1429613 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3351 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1432964 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1432964 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21494 | CashDeemedCharitable |
| Net Noncharitable Assets | 1411470 | NetNoncharitableAssets |
| Minimum Investment Return | 70574 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 70574 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 506 | TaxBasedOnInvestmentIncome |
| Total Tax | 506 | TotalTax |
| Distributable Amount Before Adj | 70068 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 70068 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 70068 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 106632 | ExpensesAndContributions |
| Qualifying Distributions | 106632 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 506 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 106126 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 70068 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 30062 | UndistributedIncomePriorYear |
| Qualifying Distributions | 106632 | QualifyingDistributions |
| Applied To Year1 | 30062 | AppliedToYear1 |
| Applied To Current Year | 70068 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 6502 | RemainingDistriFromCorpus |
| Total Corpus | 6502 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 6502 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 6502 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD E BABCOCK JR | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||
| 201 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | School | Scholarship | $25,474 |
| STATE COLLEGE CMA CHURCH | ||||||
| 1221 WEST WHITEHALL ROAD | STATE COLLEGE | PA | 16801 | 501(c)(3) | Further programs | $21,200 |
| CAMPUS CRUSADE FOR CHRIST INTERNATIONAL | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | 501(c)(3) | Further programs | $5,600 |
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | 501(c)(3) | Further programs | $1,536 |
| ZAWARDI FUND INTERNATIONAL | ||||||
| 1023 15TH ST NW 12TH FLOOR | WASHINGTON | DC | 20005 | 501(c)(3) | Further programs | $18,536 |
| AW & SONS | ||||||
| 309 EAST BEAVER AVE | STATE COLLEGE | PA | 16901 | 501(c)(3) | Scholarship | $5,000 |
| CHURCHES OF THE TWIN TIERS | ||||||
| 3007 MERRIAM ROAD | WELLSBURG | NY | 14894 | 501(c)(3) | Further programs | $3,000 |
| PHILADELPHIA PROJECT | ||||||
| 12 EAST MT PLEASANT AVE | PHILADELPHIA | PA | 19119 | 501(c)(3) | Further programs | $500 |
| RON HUTCHCRAFT MINISTRIES | ||||||
| PO BOX 400 | HARRISON | AR | 72602 | 501(c)(3) | Further Programs | $50 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15213 | School | Scholarship | $10,000 |
| ALLIANCE CHRISTIAN FELLOWSHIP | ||||||
| 1221 WEST WHITEHALL ROAD | STATE COLLEGE | PA | 16801 | 501(c)(3) | Further programs | $1,000 |
| BINGHAMTON UNIVERSITY (SUNY) | ||||||
| 4400 VESTAL PARKWAY EAST | BINGHAMTON | NY | 13902 | School | Scholarship | $5,000 |
| CAMP SUSQUE INC | ||||||
| 47 SUSQUE CAMP ROAD | TROUT RUN | PA | 17771 | 501(c)(3) | Further programs | $100 |
| CHILDREACH MINISTRIES | ||||||
| PO BOX 485 | CANAL FULTON | OH | 44614 | 501(c)(3) | Further programs | $500 |
| MERCYHURST UNIVERSITY | ||||||
| 501 EAST 38TH STREET | ERIE | PA | 16546 | School | Scholarship | $5,000 |
| PARTNERING 4 AFRICA CO MEG BATTIN | ||||||
| 1161 ABBOTT RD | BUFFALO | NY | 14220 | 501(c)(3) | Further programs | $900 |
| ST PAUL'S UNITED METHODIST CHURCH | ||||||
| 250 EAST COLLEGE AVENUE | STATE COLLEGE | PA | 16801 | 501(c)(3) | Further programs | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 103596 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,499 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,499 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 43499 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Level 3 Communications, Inc. (See attached) | 110272 | 30806 |
| Nittany Lion Fund, LLC of PSU | 100000 | 100000 |
| Little Lion Fund C/O State College Area HS | 2000 | 2000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds (See attached) | CategoryOrItem |
| Book Value | 1328285 | BookValue |
| EOYFMV | 1320209 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWLETT & LEWIS, P.C. 990-PF | Category |
| Amount | $1,980 | Amount |
| Disbursements Charitable Prps | 1980 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital Losses | Description |
| Amount | $7,822 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Postage | 135 | 135 |
| Miscellaneous | 921 | 921 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital Gain Distribution | Description |
| Revenue And Expenses Per Books | 9122 | RevenueAndExpensesPerBooks |
| Net Investment Income | 9122 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Edward Jones Investment | Category |
| Amount | $53 | Amount |
| Net Investment Income | 53 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign Tax | $458 | 458 |
| Federal Tax | $1,436 | 1436 |
Comments