WILLIAM T VOGT AND LORINE E VOGT CHARITABLE FOUNDATIOON: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T VOGT AND LORINE E VOGT CHARITABLE FOUNDATIOON (EIN 23-2339924)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-04
- IRS object ID
- 201121249349101112
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-04T15:27:00-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLUSCHE VAN BEVEREN KILGORE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N SHORELINE BLVD SUITE 450N | AddressLine1 |
| City | CORPUS CHRISTI | City |
| State | TX | State |
| ZIP Code | 78401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232339924 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T VOGT AND LORINE E VOGT | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 6105271650 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N SHORELINE NO 2550 S | AddressLine1 |
| City | CORPUS CHRISTI | City |
| State | TX | State |
| ZIP Code | 78401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER A VOGT | Name |
| Title | TRUSTEE | Title |
| Phone | 6105271650 | Phone |
| Date Signed | 2011-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3618805600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 3002066 | 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 | 2429 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2429 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 71176 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 71176 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1046 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13424 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1046 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 74651 | TotalRevenueAndExpenses |
| Total Net Investment Income | 74651 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2200 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 172 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 172 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10164 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10164 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12536 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12536 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 140000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 140000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 152536 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12536 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 140000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -77885 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62115 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 651472 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 244342 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 244342 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 2 | AccountsReceivableBOY |
| Investments Corp Stock BOY | 2036465 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2365712 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2757724 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2687939 | TotalAssetsBOY |
| Total Assets EOY | 2610054 | TotalAssetsEOY |
| Total Assets EOYFMV | 3002066 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2687939 | UnrestrictedBOY |
| Unrestricted EOY | 2610054 | UnrestrictedEOY |
| Total Net Assets BOY | 2687939 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2610054 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2687939 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2610054 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2687939 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -77885 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2610054 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2610054 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| 1000 SHS NATIONAL GRI-ADR | P | 2010-06-24 | 4253 | 4253 | 4253 | ||
| .2759 SHS NATIONAL GRI-ADR | P | 2010-08-31 | 12 | -3 | -3 | 2009-12-11 | 15 |
| .4500 SHS EXXON MOBIL CORP | P | 2010-07-14 | 27 | -2 | -2 | 2008-08-07 | 29 |
| .0560 SHS FRONTIER COMMUNICATIONS CORP | P | 2010-07-27 | -1 | -1 | 2007-03-07 | 1 | |
| 150 SHS MONSANTO CO NEW | P | 2010-12-31 | 9132 | -3201 | -3201 | 2009-03-19 | 12333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1046 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 124753 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2663286 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046842 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2630861 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.019005 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 114600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2688562 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042625 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 54500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2616696 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.020828 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 150861 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2412812 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062525 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.191825 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038365 | AverageDistributionRatio |
| Net Noncharitable Assets | 2852801 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 109448 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 621 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 110069 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 140000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 621 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 621 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Tax Due | 21 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 1 | 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 | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PETER VOGT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6106130376 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2713 HAVERFORD RD | AddressLine1 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 19003 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PETER A VOGT | ||||||||
| 2713 HAVERFORD RD | ARDMORE | PA | 19003 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| BRIAN J VOGT | ||||||||
| 422 WEST MORELAND AVE | PHILADELPHIA | PA | 19118 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| WILLIAM T VOGT JR | ||||||||
| 800 N SHORELINE SUITE 2550 SOUTH | CORPUS CHRISTI | TX | 78401 | TRUSTEE | 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) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2448336 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 447909 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2896245 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2896245 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43444 | CashDeemedCharitable |
| Net Noncharitable Assets | 2852801 | NetNoncharitableAssets |
| Minimum Investment Return | 142640 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 142640 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Total Tax | 621 | TotalTax |
| Distributable Amount Before Adj | 142019 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 142019 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 142019 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 140000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 140000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 621 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 139379 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 142019 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 3104 | ExcessDistriCarryoverYear5 |
| Total Excess Distri Carryover | 3104 | TotalExcessDistriCarryover |
| Qualifying Distributions | 140000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 140000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2019 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2019 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1085 | 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 | 1085 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHRISTUS SPOHN HEALTH SYSTEM | |||||||
| 1702 SANTA FE | CORPUS CHR | TX | 78404 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CHURCH OF THE REDEEMER | |||||||
| 250 PENNSWOOD ROAD PO BOX 1030 | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | RELIGIOUS GRANT | $25,000 |
| HMS SCHOOL | |||||||
| 4400 BALTIMORE AVENUE | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | EDUCATIONAL GRANT | $5,000 |
| MANN MUSIC CENTER | |||||||
| 123 S BROAD STREET STE 1930 | PHILADELPHIA | PA | 19109 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NATIONAL FOUNDATION FOR CELIAC AWARENESS | |||||||
| 224B SOUTH MAPLE STREET | AMBLER | PA | 19002 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NEED IN DEED | |||||||
| 8616 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BRYN MAWR HOSPITAL | |||||||
| 130 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | CHARITABLE | $37,500 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| P O BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| USCTPF | |||||||
| P O BOX 194 | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| WESTERLY HOSPITAL FOUNDATION INC | |||||||
| 25 WELLS ST | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| NURTURING MINDS INC | |||||||
| P O BOX 144 | VALLEY FO | PA | 19481 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 140000 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 2429 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 71176 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1046 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 74651 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 74651 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | N/A | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FLUSCHE VAN BEVEREN KILGORE | Category |
| Amount | $2,200 | Amount |
| Net Investment Income | 2200 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (63 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIDELITY PURITAN | 22691 | 24446 |
| 1000 BP AMOCO | 13796 | 44170 |
| 263 INT BUS MACH | 7734 | 38598 |
| 900 PEPSICO INC | 22250 | 58797 |
| 1138 GLAXOSMITHKLINE | 8347 | 44632 |
| 1300 PLUM CREEK TIMBER CO | 50491 | 48685 |
| 1000 ABBOTT LABS | 43070 | 47910 |
| 750 AUTOMATIC DATA PROCESSING | 29705 | 34710 |
| 1000 BECTON DICKINSON | 54712 | 84520 |
| 1200 COLGATE PALMOLIVE | 55503 | 96444 |
| 2500 RPM INTERNATIONAL INC | 53822 | 55250 |
| 1000 SYSCO | 35826 | 29400 |
| 2000 GENERAL ELECTRIC | 71760 | 36580 |
| 1800 JOHNSON & JOHNSON | 121560 | 111330 |
| 800 MICROSOFT | 18793 | 22328 |
| 1800 PROCTOR & GAMBLE | 101927 | 115794 |
| 400 UNITED PARCEL SERVICE | 27266 | 29032 |
| 700 3M CO | 54056 | 60410 |
| 400 NORTHERN TRUST | 26077 | 22164 |
| 1600 US BANCORP | 55616 | 43152 |
| 2000 CINCINNATI FINL CORP | 77288 | 63380 |
| 1500 REALTY INCOME CORP REIT | 40755 | 51300 |
| 750 CHEVRON CORPORATION | 53815 | 68438 |
| 450 UNITED TECHNOLOGIES CORP | 33118 | 35424 |
| 1200 EMERSON ELECTRIC | 53007 | 68604 |
| 370 STERICYCLE INC | 21038 | 29940 |
| 400 CLARCOR INC | 13741 | 17156 |
| 1400 VERIZON COMMUNICATIONS | 47526 | 50092 |
| 3000 DUKE ENERGY HOLDING CORP | 57145 | 53430 |
| 1400 SOUTHERN CO | 50132 | 53522 |
| 2500 AQUA AMERICA INC | 55792 | 56200 |
| 380 PRAXAIR INC | 23508 | 36279 |
| 400 SIGMA ALDRICH CORP | 23261 | 26624 |
| 630 VULCAN MATERIALS CO | 32042 | 27947 |
| 500 DIAGEO PLC ADR | 29871 | 37165 |
| 700 CVS CAREMARK CORP | 24885 | 24339 |
| 500 STRYKER CORP | 30313 | 26850 |
| 465 SCHLUMBERGER LTD | 32728 | 38828 |
| 300 ANDARKO PETE CORP | 11725 | 22848 |
| 240 APACHE CORP | 18857 | 28615 |
| 300 DEVON ENERGY CORPORATION | 19998 | 23553 |
| 650 AT & T INC | 25156 | 19097 |
| 2200 TORTOISE ENERGY INFRASTRU | 61506 | 84150 |
| 3000 VANGUARD FTSE ALL-WORLD | 152163 | 143190 |
| 50000 GEN ELEC CAP CRP MTN 5.0% | 50277 | 52458 |
| 550 BARRICK GOLD CORP | 20031 | 29249 |
| 415 FREEPORTMCMORAN | 25567 | 49837 |
| 425 BHP BILLITON LTD | 26006 | 39491 |
| 575 NESTLE SA SPONSR ADR | 20761 | 33822 |
| 400 CLOROX COMPANY | 25172 | 25312 |
| 1320 BAE SYS PLC SPONS ADR | 27842 | 27522 |
| 1049 NATIONAL GRI-ADR | 55029 | 46555 |
| 1050 CAMECO CORP | 25242 | 42399 |
| 355 NIKE INC CLASS B COM | 25223 | 30324 |
| 930 SHS UNILEVER NV NY SHARES ADR | 25463 | 29202 |
| 555 SHS PHILIP MORRIS INTERNATIONAL | 24587 | 32484 |
| 312 SHS EXXON MOBIL CORP | 19529 | 22813 |
| 770 SHS WASTE MGMT INC DEL | 24886 | 28390 |
| 590 SHS HONEYWELL INTERNATIONAL INC | 24815 | 31364 |
| 2450 FRONTIER COMMUNICATIONS CORP | 20326 | 23839 |
| 145 SHS TELEFONICA SA ADR | 10096 | 9921 |
| 710 ISHARES MSCI PACIFIC EX JPN | 25425 | 33356 |
| 625 WISDOMTREE EMERGING MKTS S/C DIV FD | 25063 | 34063 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 10164 | RevenueAndExpensesPerBooks |
| Net Investment Income | 10164 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $172 | Amount |
| Net Investment Income | 172 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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