The Leo and Peggy Pierce Family Foundation: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- The Leo and Peggy Pierce Family Foundation (EIN 59-7109847)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349101706
- Schema version
- 2011v1.3
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- 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 | 2012-11-15T14:27:35-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597109847 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leo and Peggy Pierce Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CONSTANCE BUCKLEY | InCareOfName |
| Name Control | LEOA | NameControl |
| Phone | 6108622105 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Tower Bridge 1 Fayette Street | AddressLine1 |
| City | Conshohocken | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONSTANCE BUCKLEY | Name |
| Title | Director | Title |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael S Jackson | Name |
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 15119759 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 129900 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 136279 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 136279 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 339441 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 339441 | DividendsNetInvstIncm |
| Net Rental Income Or Loss | 980 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 295988 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6821119 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 472124 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 15935 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 702 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 917543 | TotalRevenueAndExpenses |
| Total Net Investment Income | 948546 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 45000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 9000 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 36000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 2750 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 550 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2200 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 780 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 156 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 624 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2300 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 460 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1840 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 21679 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11985 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3726 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 2506 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 501 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 2005 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5681 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5681 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 120805 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 118926 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1879 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 201501 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 141578 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 53955 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 651300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 651300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 852801 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 141578 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 705255 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 64742 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 806968 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 867462 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 533485 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 533485 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 13765566 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 14076122 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14586274 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 14633028 | TotalAssetsBOY |
| Total Assets EOY | 14609607 | TotalAssetsEOY |
| Total Assets EOYFMV | 15119759 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 14633028 | RetainedEarningsBOY |
| Retained Earnings EOY | 14609607 | RetainedEarningsEOY |
| Total Net Assets BOY | 14633028 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14609607 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14633028 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14609607 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14633028 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 64742 | ExcessOfRevenueOverExpenses |
| Subtotal | 14697770 | Subtotal |
| Other Decreases | 88163 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14609607 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| MS ABSOLUTE K-1 - SHORT-TERM | 3777 | ||||
| MS ABSOLUTE K-1 - LONG-TERM | 2273 | ||||
| RECORDS MAINTAINED BY FOUNDATION | -18153 | 2267686 | 2285839 | -18153 | |
| RECORDS MAINTAINED BY FOUNDATION | 468383 | 4537589 | 4069206 | 468383 | |
| RECORDS MAINTAINED BY FOUNDATION - ADJ TO BASIS | 930 | 930 | 930 | ||
| CAPITAL GAIN DIVIDENDS | 14914 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 472124 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 698736 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14683836 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047585 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 923427 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13303221 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069414 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 785682 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15792052 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049752 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 807692 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18392581 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043914 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 654351 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 17044166 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038391 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249056 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049811 | AverageDistributionRatio |
| Net Noncharitable Assets | 15799978 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 787013 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8070 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 795083 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 705255 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 16139 | InvestmentIncomeExciseTax |
| Subtotal | 16139 | Subtotal |
| Tax Based On Investment Income | 16139 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 6000 | TaxPaidWithExtension |
| Total Credits And Payments | 13000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 62 | PenaltyForUnderpayment |
| Tax Due | 3201 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE BUCKLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6108622105 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 TOWER BRIDGE 1 FAYETTE STREET | AddressLine1 |
| City | CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| LEO W PIERCE SR | ||||||
| C/O Leo Peggy Pierce Foundation | Conshohocken | PA | 19428 | MANAGING TRUSTEE | 0 | 0 |
| MICHAEL PIERCE | ||||||
| C/O Leo Peggy Pierce Foundation | Conshohocken | PA | 19428 | TRUSTEE | 0 | 0 |
| CONSTANCE BUCKLEY | ||||||
| C/O Leo Peggy Pierce Foundation | Conshohocken | PA | 19428 | TRUSTEE | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15170608 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 869979 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16040587 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 16040587 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 240609 | CashDeemedCharitable |
| Net Noncharitable Assets | 15799978 | NetNoncharitableAssets |
| Minimum Investment Return | 789999 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 789999 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16139 | TaxBasedOnInvestmentIncome |
| Total Tax | 16139 | TotalTax |
| Distributable Amount Before Adj | 773860 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 773860 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 773860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 705255 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 705255 | QualifyingDistributions |
| Adj Qualifying Distributions | 705255 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 773860 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 639849 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 705255 | QualifyingDistributions |
| Applied To Year1 | 639849 | AppliedToYear1 |
| Applied To Current Year | 65406 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 708454 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEO W PIERCE SR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Homeless Family Center | ||||||||
| 715 4th Place | Vero Beach | FL | 32962 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| Faith Friendship Villa | ||||||||
| 128 West Main Street | Mountville | PA | 17554 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| InterFaith Hospitality Network | ||||||||
| 1449 Dekalb Street | Norristown | PA | 19401 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Mercy Neighborhood Ministries | ||||||||
| 1939 W Venango Street | Philadelphia | PA | 19140 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| St John's University | ||||||||
| 8000 Utopia Parkway | Queens | NY | 11439 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Church of the Sacred Heart | ||||||||
| 203 Church Rd | Oxford | PA | 19363 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Cabrini College | ||||||||
| 610 King of Prussia Road | Radnor | PA | 190873698 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Domestic Abuse Project of Delaware County | ||||||||
| 14 West Second Street | Media | PA | 19063 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| Make a Wish Foundation | ||||||||
| 1054 New Holland Ave | Lancaster | PA | 17601 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| The Sun Up Center | ||||||||
| 2455 5th Street SW | Vero Beach | FL | 32962 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Camp Dreamcatcher | ||||||||
| 617 West South Street | Kennett Square | PA | 19348 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Interim House | ||||||||
| 260 South Broad St Suite 1800 | Philadelphia | PA | 19102 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| Child Care Resources | ||||||||
| 1225 South Weller | Seattle | WA | 98144 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | Suite 300 |
| GIFFORD YOUTH ACTIVITY CENTER | ||||||||
| 4875 43rd Ave | VERO BEACH | FL | 32967 | NONE | PUBLIC CHARITY | GENERAL | $12,000 | |
| SENIOR RESOURCE CENTER | ||||||||
| 3227 Chase St | Denver | CO | 80212 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| THE BRIDGE | ||||||||
| 1111 West 22nd Street | Minneapolis | MN | 55405 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| ELDERNET | ||||||||
| 9 South Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| GOOD SAMARITAN SHELTER INC | ||||||||
| 141 E High Street | Phoenixville | PA | 19460 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | PO Box 551 |
| Mother's House Inc | ||||||||
| 51 N MacDade Blvd | Darby | PA | 19023 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| ACPPA Community Art Center | ||||||||
| 506 Haws Ave | Norristown | PA | 19401 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Adults with Developmental Disabilities | ||||||||
| 261 Old York Road | Jenkintown | PA | 19046 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | Suite A-50 |
| Aid for Friends | ||||||||
| 12271 Townsend Road | Philadelphia | PA | 19154 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| American Red Cross | ||||||||
| 2221 Chestnut Street | Philadelphia | PA | 19103 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Angel Flight East | ||||||||
| 1501 Narcissa Road | Blue Bell | PA | 19422 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Anna's Place | ||||||||
| 3506 Germantown Ave | Philadelphia | PA | 19140 | NONE | PUBLIC CHARITY | GENERAL | $11,300 | |
| AVP - Anti-Violence Partnership of Philadelphia | ||||||||
| 2000 Hamilton Street 304 | Philadelphia | PA | 19130 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| ASAP - After School Activities Partnership | ||||||||
| 1520 Locust Street 1104 | Philadelphia | PA | 19102 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Dignity Housing | ||||||||
| 5227-R Germantown Ave | Philadelphia | PA | 19144 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Face to Face | ||||||||
| 109 Pine Street | Philadelphia | PA | 19144 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Florida University Foundation | ||||||||
| PO BOX 14425 | Gainesville | FL | 32604 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |
| Friends Association for Care & Protection | ||||||||
| 113 West Chestnut Street | West Chester | PA | 19380 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Gateway Employment Resources Inc | ||||||||
| 342 W Ridge Pike B | Royersford | PA | 19468 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Home of the Goodlands | ||||||||
| 185 West Tioga Street | Philadelphia | PA | 19140 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Home of the Sparrow | ||||||||
| 969 East Swedesford Road | Exton | PA | 19341 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| LIFT-Philadelphia | ||||||||
| 5548 Chestnut Street | Philadelphia | PA | 19139 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | 1st Floor |
| Maternal and Child Health Consortium Chester Co | ||||||||
| 30 West Barnard Street | West Chester | PA | 19382 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | Suite 1 |
| McNamee Scholars Program | ||||||||
| 6332 Woodbine Ave | Philadelphia | PA | 19151 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| Montgomery Child Advocacy Project | ||||||||
| 409 Cherry Street | Norristown | PA | 19401 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| North Light Community Center | ||||||||
| 175 Green Lane | Philadelphia | PA | 19127 | NONE | PUBLIC CHARITY | GENERAL | $7,000 | |
| One House at a Time (OHAAT) | ||||||||
| 411 Susquehanna Rd | Ambler | PA | 19002 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Peter's Place | ||||||||
| 150 N Radnor-Chester Road | Radnor | PA | 19087 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| Retired & Senior Volunteer Program (RSVP) | ||||||||
| 925 Harvest Drive | Blue Bell | PA | 19422 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| Shalom Inc | ||||||||
| 1080 N Delaware Ave 602 | Philadelphia | PA | 19125 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| St Catherine Laboure Medical Clinic | ||||||||
| 5838 Germantown Ave | Philadelphia | PA | 19144 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| St John's Prep School | ||||||||
| 1733 West Girard Ave | Philadelphia | PA | 19130 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| The Center for Grieving Children | ||||||||
| 1139 East Luzerne Street | Philadelphia | PA | 19124 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| The Center Foundation | ||||||||
| 220 North Jackson Street | Media | PA | 19063 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| The Chester Fund | ||||||||
| PO Box 22 | Chester | PA | 19016 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| The Other Carpenter | ||||||||
| 4157 West Girard Ave | Philadelphia | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| The Salvation Army | ||||||||
| 701 North Broad Street | Philadelphia | PA | 19123 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| Why Not Prosper | ||||||||
| 717 East Chelten Ave | Philadelphia | PA | 19144 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Women's Center of Montgomery County | ||||||||
| 18 W Airy St 400 | Norristown | PA | 19401 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Women's Resource Center | ||||||||
| 113 West Wayne Ave | Wayne | PA | 19087 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 651300 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $475,720 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $472,124 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,935 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $964,779 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 964779 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Mary Pierce | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Scarlet Oak Dr | AddressLine1 |
| City | Haverford | City |
| State | PA | State |
| ZIP Code | 19041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 129900 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 5,000 shares - iron mountain stock | NoncashPropertyDescription |
| Fair Market Value | 129900 | FairMarketValue |
| Date Received | 2011-02-23 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LECG, LLC | Category |
| Amount | $780 | Amount |
| Net Investment Income | 156 | NetInvestmentIncome |
| Disbursements Charitable Prps | 624 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERRILL LYNCH #53M-04011 | 310929 | 303594 |
| MERRILL LYNCH #53M-04100 | 643115 | 571179 |
| MERRILL LYNCH #53M-04104 | 430546 | 494088 |
| MERRILL LYNCH #53M-04144 | 815367 | 860824 |
| MERRILL LYNCH #53M-04155 | 813193 | 870791 |
| MSDW 13185030 | 5105547 | 5115282 |
| MERRILL LYNCH #53M-04203 | 492743 | 519098 |
| MERRILL LYNCH #04230 | 353878 | 417059 |
| MERRILL LYNCH #04234 | 485529 | 459279 |
| MERRILL LYNCH #04235 | 525854 | 580364 |
| MSDW 38277030 | 4099421 | 4394716 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER DECREASES | Description |
| Amount | $88,163 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 108548 | 108548 | |
| OTHER EXPENSES | 419 | 419 | |
| PIERCE QUARTERLY REPORTS | 5000 | 5000 | |
| POSTAGE | 177 | 177 | |
| OFFICE SUPPLIES | 1285 | 1285 | |
| DUES/SUBSCRIPTIONS | 2695 | 2021 | 674 |
| INSURANCE | 1175 | 1175 | |
| PAYROLL FEES | 1506 | 301 | 1205 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| K-1 INVESTMENT INCOME | -15500 | -15500 |
| OTHER INCOME MSDW 85030 | 4758 | 4758 |
| MSDW 85030 Option Premiums | 11444 | 11444 |
| Non-Div Distributions | 15233 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | Category |
| Amount | $2,300 | Amount |
| Net Investment Income | 460 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1840 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER TAXES PAID | $5,968 | ||
| PAYROLL TAXES PAID | $4,658 | 932 | 3726 |
| FOREIGN TAXES PAID | $11,053 | 11053 |
Comments