WEILER FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WEILER FAMILY FOUNDATION INC (EIN 23-2962255)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-15
- IRS object ID
- 201240759349100309
- Schema version
- 2011v1.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-15T11:15:21-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7535 WINDSOR DRIVE SUITE 300 | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 181951014 | 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 | 232962255 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEILER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEIL | NameControl |
| Phone | 5705957495 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEILER DRIVE | AddressLine1 |
| City | CRESCO | City |
| State | PA | State |
| ZIP Code | 18326 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARL WEILER | Name |
| Title | CHAIRMAN | Title |
| Phone | 5705957495 | Phone |
| Date Signed | 2012-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN D ORNDORF | Name |
| PTIN | P00049977 | PTIN |
| Phone | 6103368180 | 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 | 2645172 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 600000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 248 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 248 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 59814 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 59814 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19548 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 141014 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 19548 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 679610 | TotalRevenueAndExpenses |
| Total Net Investment Income | 79610 | 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 |
| Taxes Rev And Expnss | 4200 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 6915 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 8943 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4793 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20058 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4793 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 456380 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 456380 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 476438 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 461173 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 203172 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 75460 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 255978 | CashBOY |
| Cash EOY | 367481 | CashEOY |
| Cash EOYFMV | 367481 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 260294 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 372074 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 372074 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 799684 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 892250 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1298968 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 469144 | InvestmentsOtherBOY |
| Investments Other EOY | 363382 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 445602 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 200075 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 39028 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 167962 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 161047 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 161047 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1953062 | TotalAssetsBOY |
| Total Assets EOY | 2156234 | TotalAssetsEOY |
| Total Assets EOYFMV | 2645172 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1953062 | RetainedEarningsBOY |
| Retained Earnings EOY | 2156234 | RetainedEarningsEOY |
| Total Net Assets BOY | 1953062 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2156234 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1953062 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2156234 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1953062 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 203172 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2156234 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2156234 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| 3746.259 SHS FAIRHOLME FUND | D | 2009-12-24 | 2011-02-23 | 132894 | 113662 | 19232 | 19232 |
| 220.492 SHS FAIRHOLME FUND | D | 2010-12-16 | 2011-02-23 | 7822 | 7505 | 317 | 317 |
| 8.394 SHS FAIRHOLME FUND | D | 2010-12-31 | 2011-02-23 | 298 | 299 | -1 | -1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 19548 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 161219 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1431863 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.112594 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 140912 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 552014 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.255269 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 249890 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 729986 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.342322 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 167746 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 821657 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.204156 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 293198 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 871808 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.336310 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.250651 | TotalDistributionRatio |
| Average Distribution Ratio | 0.250130 | AverageDistributionRatio |
| Net Noncharitable Assets | 2111764 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 528216 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 755 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 528971 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 461173 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1509 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1509 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1509 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2200 | TotalCreditsAndPayments |
| Overpayment | 691 | Overpayment |
| Amount Credited To Next Year | 691 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 | KARL M WEILER DIRECTOR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5705957495 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEILER DRIVE | AddressLine1 |
| City | CRESCO | City |
| State | PA | State |
| ZIP Code | 18326 | 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 |
|---|---|---|---|---|---|---|---|---|
| KARL M WEILER | ||||||||
| PO BOX 234 | BUCK HILL FALLS | PA | 18323 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| ANN WEILER | ||||||||
| PO BOX 234 | BUCK HILL FALLS | PA | 18323 | VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| RICHARD KWEILER | ||||||||
| 12300 CANOLDER STREET | RALEIGH | NC | 27614 | SECRETARY | 0.00 | 0 | 0 | 0 |
| CHRISTOPHER WEILER | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JAMES WEILER | ||||||||
| 5118 HICKORY CIRCLE | STROUDSBURG | PA | 18360 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JENNIFER O'HARA | ||||||||
| 3610 WESTWOOD DRIVE | EASTON | PA | 18045 | DIRECTOR | 0.00 | 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 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 1708617 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 435306 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2143923 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2143923 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32159 | CashDeemedCharitable |
| Net Noncharitable Assets | 2111764 | NetNoncharitableAssets |
| Minimum Investment Return | 105588 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 105588 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1509 | TaxBasedOnInvestmentIncome |
| Total Tax | 1509 | TotalTax |
| Distributable Amount Before Adj | 104079 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 104079 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 104079 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 461173 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 461173 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 461173 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 104079 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 251016 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 127391 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 213857 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 113695 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 91794 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 797753 | TotalExcessDistriCarryover |
| Qualifying Distributions | 461173 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 104079 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 357094 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1154847 | 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 | 251016 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 903831 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 127391 | ExcessFromYear4 |
| Excess From Year3 | 213857 | ExcessFromYear3 |
| Excess From Year2 | 113695 | ExcessFromYear2 |
| Excess From Year1 | 91794 | ExcessFromYear1 |
| Excess From Current Year | 357094 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL M WEILER | ContributingManager |
| 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 RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DES FOUNDATION | |||||||
| 796 LINDBERGH AVE | STROUDSBURG | PA | 18013 | NONE | PUBLIC | CHARITABLE | $25,000 |
| NORTHAMPTON COMMUNITY COLLEGE | |||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | CHARITABLE | $100,000 | |
| BURN PREVENTION NETWORK | |||||||
| 236 N 17TH STREET FLOOR 2 | ALLENTOWN | PA | 18104 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BURN PREVENTION FOUNDATION INC | |||||||
| 236 N 17TH STREET FLOOR 2 | ALLENTOWN | PA | 18104 | NONE | PUBLIC | CHARITABLE | $1,400 |
| BARRETT TOWNSHIP | |||||||
| RR2 ROUTE 390 | CRESCO | PA | 18326 | NONE | PUBLIC | CHARITABLE | $791 |
| AWSOM FUNDRAISING | |||||||
| 100 COACH RD | STROUDSBURG | PA | 18360 | NONE | PUBLIC | CHARITABLE | $400 |
| THE FRIENDLY COMMUNITY CENTER | |||||||
| 131 SKI HAVEN DRIVE | CRESCO | PA | 18326 | NONE | PUBLIC | CHARITABLE | $32,500 |
| WOMENS RESOURCES OF MONROE COUNTY INC | |||||||
| 215 W MAIN STREET | DELAWARE WATER GAP | PA | 18327 | NONE | PUBLIC | CHARITABLE | $51,800 |
| BAPTIST HEALTH SOUTH FLORIDA | |||||||
| 975 BAPTIST WAY | HOMESTEAD | FL | 33033 | NONE | PUBLIC | CHARITABLE | $7,000 |
| BUCKHILL COMMUNITY SERVICES COMMITTEE | |||||||
| PO BOX 426 | BUCK HILL FALLS | PA | 18323 | NONE | PUBLIC | CHARITABLE | $500 |
| BUCK HILL SKYTOP MUSIC FESTIVAL | |||||||
| PO BOX 605 | MOUNTAINHOME | PA | 18342 | NONE | PUBLIC | CHARITABLE | $24,800 |
| HOFSTRA UNIVERSITY | |||||||
| 102 HOFSTRA UNIVERSITY | HEMPSTEAD N | NY | 115809813 | NONE | PUBLIC | CHARITABLE | $10,000 |
| MORAVIAN ACADEMY | |||||||
| 7 EAST MARKET STREET | BETHLEHEM | PA | 18018 | NONE | PUBLIC | CHARITABLE | $100,000 |
| OCEAN REEF CULTURAL CENTER | |||||||
| 200 ANCHOR DRIVE | KEY LARGO | FL | 33037 | NONE | PUBLIC | CHARITABLE | $5,760 |
| OCEAN REEF FOUNDATION | |||||||
| 200 ANCHOR DRIVE - SUITE B | KEY LARGO | FL | 33037 | NONE | PUBLIC | CHARITABLE | $15,000 |
| ORCAT | |||||||
| 97 S HARBOR DRIVE | KEY LARGO | FL | 33037 | NONE | PUBLIC | CHARITABLE | $5,000 |
| POCONO MEDICAL CENTER | |||||||
| 206 EAST BROWN STREET | EAST STROUDSBURG | PA | 18301 | NONE | PUBLIC | CHARITABLE | $71,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 456380 | 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 | $248 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $59,814 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 19548 | RelatedOrExemptFunctionIncome |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $60,062 | ExclusionAmount |
| Related Or Exempt Function Income | 19548 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 79610 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (9 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 1 | CHARITABLE GIVING |
| 2 | CHARITABLE GIVING |
| 3 | CHARITABLE GIVING |
| 4 | CHARITABLE GIVING |
| 5 | CHARITABLE GIVING |
| 6 | CHARITABLE GIVING |
| 7 | CHARITABLE GIVING |
| 8 | CHARITABLE GIVING |
| 9 | CHARITABLE GIVING |
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 | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 1 | KARL AND ANN WEILER | PO BOX 234 | BUCK HILL FALLS | PA | 18323 | 100000 | X |
| WEILER CORPORATION INC | |||||||
| 2 | ONE WEILER DRIVE | CRESCO | PA | 18326 | 500000 | X | |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | 2005-10-24 | 63172 | 8437 | SL | 39.000000000000 | 1620 | 0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2006-06-09 | 19894 | 2316 | SL | 39.000000000000 | 510 | 0 |
| PAVING OF PARKING LOT | 2006-12-14 | 45588 | 16052 | 150DB | 15.000000000000 | 2954 | 0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-10-01 | 5669 | 320 | SL | 39.000000000000 | 145 | 0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 2008-01-22 | 65752 | 4988 | SL | 39.000000000000 | 1686 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (24 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 300 SHS BRISTOL MYERS SQUIBB CO | 5468 | 10572 |
| 1800 SHS CHEVRON CORP | 65013 | 191520 |
| 2400 SHS JOHNSON & JOHNSON | 29207 | 157392 |
| 1901 BANK OF AMERICA | 17205 | 10570 |
| 1000 SHS PFIZER | 6061 | 21640 |
| 1900 SHS GE | 62212 | 34029 |
| 60 SHS ZIMMER HOLDINGS | 554 | 3203 |
| 140 AMERIPRISE FINANCIAL INC | 1127 | 6950 |
| 600 SHS CITIGROUP | 28942 | 1579 |
| 66 SHS TRONOX INC | 0 | 0 |
| 1000 SHS UNIVERSAL CORP | 37086 | 45960 |
| 1000 SHS DOMINION RES INC NEW VA | 43635 | 53080 |
| 2000 SHS SPECTRA ENERGY CORP | 54100 | 61500 |
| 3000 SHS ALTRIA GROUP INC | 60990 | 88950 |
| 1000 SHS CONSOLIDATED EDISON INC | 45629 | 62030 |
| 3000 SHS DU PONT E I DE NEMOURS | 119167 | 137340 |
| 3000 SHS KRAFT FOODS INC | 82317 | 112080 |
| 1000 SHS MERCK AND CO INC | 37538 | 37700 |
| 1000 SHS PHILIP MORRIS INTL INC | 48999 | 78480 |
| 1500 SHS PPL CORPORATION | 48477 | 44130 |
| 1,000 SHS BP PLC | 45320 | 42740 |
| 1200 SHS AMER EXPRESS COMPANY | 13556 | 56604 |
| 1 SH WTOR 18 TRONOX INC | 0 | 54 |
| 500 SHS 3M COMPANY | 39647 | 40865 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 3,975.145 FAIRHOLME FUND | AT COST | 0 | 0 |
| 7,994.972 FMI LARGE CAP FUND | AT COST | 54638 | 121923 |
| 5,016.810 THIRD AVE REAL ESTATE VALUE FUND | AT COST | 75687 | 101841 |
| 7,820.981 MATTHEWS ASIAN GROWTH & INCOME FUND | AT COST | 128053 | 117832 |
| 10845.2130 BAIRD SHORT TERM BD INST | AT COST | 105004 | 104006 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (5 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| CRESCO RAILROAD STATION BUILDING | 63172 | 10057 | 53115 | 0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 19894 | 2826 | 17068 | 0 |
| PAVING OF PARKING LOT | 45588 | 19006 | 26582 | 0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 5669 | 465 | 5204 | 0 |
| CRESCO RAILROAD STATION IMPROVEMENTS | 65752 | 6674 | 59078 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | 2837 | 0 | 2837 |
| UTILITIES | 1956 | 0 | 1956 |
| ML INVESTMENT FEE | 763 | 763 | 0 |
| BANK SERVICE CHARGES | 8 | 8 | 0 |
| CS INVESTMENT FEES | 3364 | 3364 | 0 |
| PA CHARITY REG FEE | 15 | 15 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SEE FORM 990 SCHEDULE B PART I FOR | PersonName |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,650 | 0 | 0 |
| PA TAXES | $550 | 0 | 0 |
Comments