TOPPER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TOPPER FOUNDATION (EIN 20-0523820)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201313119349100421
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T15:48:02-06:00 | 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 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 W LINDEN ST | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 181024251 | 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 | 200523820 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPPER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TOPP | NameControl |
| Phone | 6107913800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18015 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH V TOPPER JR | Name |
| Title | TRUSTEE | Title |
| Phone | 6107913800 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN S LISICKY | Name |
| Phone | 6108218580 | Phone |
| Date Prepared | 2013-11-07 | 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 | 61697 | 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 | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 2094 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2094 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2094 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 18454 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 160402 | GrossSalesPrice |
| Other Income Rev And Expnss | 74 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 74 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 20623 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2095 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2169 | TotalAdjustedNetIncome |
| Other Prof Fees Rev And Expnss | 2094 | OtherProfFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2094 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 111635 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 111635 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 113729 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 111635 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -93106 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2095 | NetInvestmentIncome |
| Adjusted Net Income | 2169 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 9591 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 16515 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 16515 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 144224 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 45182 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 45182 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 153815 | TotalAssetsBOY |
| Total Assets EOY | 61697 | TotalAssetsEOY |
| Total Assets EOYFMV | 61697 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 153815 | RetainedEarningsBOY |
| Retained Earnings EOY | 61697 | RetainedEarningsEOY |
| Total Net Assets BOY | 153815 | TotalNetAssetsBOY |
| Total Net Assets EOY | 61697 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 153815 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 61697 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 153815 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -93106 | ExcessOfRevenueOverExpenses |
| Other Increases | 988 | OtherIncreases |
| Subtotal | 61697 | Subtotal |
| Total Net Assets Fund Balances EOY | 61697 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14300 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 149740 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.095499 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 143317 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041865 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 108375 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.553633 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 34500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 84245 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.409520 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 65000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 144604 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.449503 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.550020 | TotalDistributionRatio |
| Average Distribution Ratio | 0.310004 | AverageDistributionRatio |
| Net Noncharitable Assets | 49939 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15481 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 15502 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 111635 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 21 | InvestmentIncomeExciseTax |
| Subtotal | 21 | Subtotal |
| Tax Based On Investment Income | 21 | TaxBasedOnInvestmentIncome |
| Tax Due | 21 | TaxDue |
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 | JOSEPH V TOPPER JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6107913800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18015 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH V TOPPER JR | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| MAUREEN TOPPER | ||||||||
| 1762 ARDEN LANE | BETHLEHEM | PA | 18015 | SECRETARY | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 35250 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15250 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 200 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 50700 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 50700 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 761 | CashDeemedCharitable |
| Net Noncharitable Assets | 49939 | NetNoncharitableAssets |
| Minimum Investment Return | 2497 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2497 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21 | TaxBasedOnInvestmentIncome |
| Total Tax | 21 | TotalTax |
| Distributable Amount Before Adj | 2476 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2476 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2476 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 111635 | ExpensesAndContributions |
| Qualifying Distributions | 111635 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 21 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 111614 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2476 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 57323 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 30336 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 54628 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 6813 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 149100 | TotalExcessDistriCarryover |
| Qualifying Distributions | 111635 | QualifyingDistributions |
| Applied To Current Year | 2476 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 109159 | RemainingDistriFromCorpus |
| Total Corpus | 258259 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 57323 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 200936 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 30336 | ExcessFromYear4 |
| Excess From Year3 | 54628 | ExcessFromYear3 |
| Excess From Year1 | 6813 | ExcessFromYear1 |
| Excess From Current Year | 109159 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOSEPH V TOPPER JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 ARDEN LANE | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6107913800 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASSUMPTION BVM CHURCH | |||||||
| 4101 OLD BETHLEHEM PIKE | COLESVILLE | PA | 18015 | NONE | PAID | GENERAL CHARITABLE | $56,135 |
| UNITED WAY LV | |||||||
| 1110 AMERICAN PARKWAY | ALLENTOWN | PA | 18109 | NONE | PAID | GENERAL CHARITABLE | $15,500 |
| MARY'S SHELTER OF LV | |||||||
| 325 S 12TH ST | READING | PA | 19602 | NONE | PAID | GENERAL CHARITABLE | $9,000 |
| HISTORIC BETHLEHEM PARTNERSHIP | |||||||
| 74 W BROAD ST | BETHLEHEM | PA | 18018 | NONE | PAID | GENERAL CHARITABLE | $1,750 |
| GOOD SHEPHERD HOME | |||||||
| ST JOHN ST | ALLENTOWN | PA | 18103 | NONE | PAID | GNERAL CHARITABLE | $10,000 |
| PA PRO-LIFE FEDERATION | |||||||
| 4800 JONESTOWN RD | HARRISBURG | PA | 17109 | NONE | PAID | GENERAL CHARITABLE | $150 |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMORONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PAID | GENERAL CHARITABLE | $100 |
| HELP HOPE LIVE | |||||||
| 100 MATSONFORD RD | RADNOR | PA | 19087 | NONE | PAID | GENERAL CHARITABLE | $500 |
| ALLENTOWN ART MUSEUM | |||||||
| 5TH ST | ALLENTOWN | PA | 18104 | NONE | PAID | GENERAL CHARITABLE | $200 |
| CENTRAL CATHOLIC HS | |||||||
| 4TH CHEW | ALLENTOWN | PA | 18102 | NONE | PAID | GENERAL CHARITABLE | $3,300 |
| COLUMBIA COLLEGE | |||||||
| 162ND ST | NEW YORK | NY | 10022 | NONE | PAID | GENERAL CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 111635 | TotGrantOrContriPaidDuringYear |
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 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,094 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 18454 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BLACKSTONE | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $74 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,169 | ExclusionAmount |
| Related Or Exempt Function Income | 18454 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20623 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JOSEPH V TOPPER JR |
| MAUREEN TOPPER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| BAIRD | 2008-09 | PURCHASE | 2012-12 | 76286 | 72099 | 4187 |
| BAIRD | 2008-09 | PURCHASE | 2012-12 | 84116 | 69849 | 14267 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EQUITY INVESTMENTS | 42501 | 42501 |
| OTHER INVESTMENT | 2681 | 2681 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BLACKSTONE | Description |
| Revenue And Expenses Per Books | 74 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 74 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED INVESTMENTS | Description |
| Amount | $988 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| INVESTMENT ADVISORY FEES | $2,094 |
| ACCOUNTANT |