THE STUART E & ESTELLE PRICE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE STUART E & ESTELLE PRICE FOUNDATION (EIN 20-0087125)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201141309349101319
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T13:15:09-04:00 | 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 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PLYMOUTH ROAD - STE 200 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | 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 | 200087125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stuart E & Estelle Price Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STUA | NameControl |
| Phone | 2156511688 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 Pelican Bay Boulevard | AddressLine1 |
| City | Naples | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART E PRICE | Name |
| Title | Director | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH G SULLIVAN | Name |
| Phone | 6108622249 | 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 | 465009 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 9751 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9751 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -10729 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 50633 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43736 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -978 | TotalRevenueAndExpenses |
| Total Net Investment Income | 53487 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 64 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 64 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 64 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 64 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37814 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 64 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -38792 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 53423 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 16818 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 39388 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 39388 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 333450 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 272088 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 425621 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 350268 | TotalAssetsBOY |
| Total Assets EOY | 311476 | TotalAssetsEOY |
| Total Assets EOYFMV | 465009 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 350268 | RetainedEarningsBOY |
| Retained Earnings EOY | 311476 | RetainedEarningsEOY |
| Total Net Assets BOY | 350268 | TotalNetAssetsBOY |
| Total Net Assets EOY | 311476 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 350268 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 311476 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 350268 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -38792 | ExcessOfRevenueOverExpenses |
| Subtotal | 311476 | Subtotal |
| Total Net Assets Fund Balances EOY | 311476 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| CITIGROUP, INC. | D | 1990-02-07 | 2010-11-03 | 825 | 992 | -167 | -167 |
| HEWLETT-PACKARD COMPANY | D | 1992-10-12 | 2010-11-03 | 8997 | 1522 | 7475 | 7475 |
| PNC FINANCIAL SERVICES GROUP, INC. | D | 1991-01-10 | 2010-11-03 | 11023 | 1316 | 9707 | 9707 |
| TELMEX INTERNACIONAL SAB DE | D | 1995-02-28 | 2010-12-29 | 29788 | 3067 | 26721 | 26721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43736 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 26800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 418346 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064062 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 31750 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 562789 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056415 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 54758 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 605854 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.090382 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 47300 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 553101 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.085518 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 27770 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 428029 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064879 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.361256 | TotalDistributionRatio |
| Average Distribution Ratio | 0.072251 | AverageDistributionRatio |
| Net Noncharitable Assets | 438267 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31665 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 534 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 32199 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 534 | InvestmentIncomeExciseTax |
| Subtotal | 534 | Subtotal |
| Tax Based On Investment Income | 534 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 100 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 100 | TotalCreditsAndPayments |
| Penalty For Underpayment | 9 | PenaltyForUnderpayment |
| Tax Due | 443 | 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART AND ESTELLE PRICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2152839553 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| STUART PRICE | ||||||
| 7575 Pelican Bay Boulevard | Naples | FL | 34108 | director | 0 | 0 |
| ESTELLE PRICE | ||||||
| 7575 Pelican Bay Boulevard | Naples | FL | 34108 | director | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 431088 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13853 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 444941 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 444941 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6674 | CashDeemedCharitable |
| Net Noncharitable Assets | 438267 | NetNoncharitableAssets |
| Minimum Investment Return | 21913 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21913 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 534 | TaxBasedOnInvestmentIncome |
| Total Tax | 534 | TotalTax |
| Distributable Amount Before Adj | 21379 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21379 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21379 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37750 | 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 | 37750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 534 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37216 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21379 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 6571 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 19979 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 25849 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3885 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6316 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 62600 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 21379 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16371 | RemainingDistriFromCorpus |
| Total Corpus | 78971 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 6571 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 72400 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 19979 | ExcessFromYear4 |
| Excess From Year3 | 25849 | ExcessFromYear3 |
| Excess From Year2 | 3885 | ExcessFromYear2 |
| Excess From Year1 | 6316 | ExcessFromYear1 |
| Excess From Current Year | 16371 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART PRICE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | STUART ESTELLE PRICE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 553 FULWELL COURT | AddressLine1 |
| City | AMBLER | City |
| State | PA | State |
| ZIP Code | 19002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2152839553 | RecipientPhoneNumber |
| Form And Info And Materials | THE AMOUNT REQUESTED, DESCRIPTION OF THE ORGANIZATION, NAME OF INDIVIDUAL | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | CONTRIBUTIONS ARE ONLY MADE TO PUBLIC CHARITIES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| Jewish Federation of Collier County | ||||||||
| 2500 Vanderbilt Beach Road | Suite 2201 | Naples | FL | 34109 | Unrelated Third-Party | Exempt | Community Programs | $7,600 |
| Federation Housing Inc | ||||||||
| 8900 Roosevelt Blvd | Philadelphia | PA | 19103 | Unrelated Third-Party | Exempt | Housing for Elderly | $1,000 | |
| Holocaust Museum of Southwest Florida | ||||||||
| 4760 Tamiami Trail North | Suite 7 | Naples | FL | 34103 | Unrelated Third-Party | Exempt | Cultural and Historical Education | $1,200 |
| Memorial Sloan Kettering Cancer Center | ||||||||
| 1275 York Avenue | New York | NY | 10065 | Unrelated Third-Party | Exempt | Reseach and Treatment of Cancer | $500 | |
| American Jewish World Service | ||||||||
| 45 West 36th Street | New York | NY | 10018 | Unrelated Third-Party | Exempt | Humanitarian and emergency relief to disadvantaged people. | $1,000 | |
| Food Allergy & Anaphylaxis Alliance (FAAN) | ||||||||
| 11781 Lee Jackson Highway | Suite 160 | Fairfax | VA | 22033 | Unrelated Third-Party | Exempt | Food Allergy Awareness | $500 |
| Hope For Haiti | ||||||||
| 1021 5th Avenue North | Naples | FL | 34102 | Unrelated Third-Party | Exempt | Financial, medical and other assistance in response to disasters in Haiti. | $1,000 | |
| Anti Violence Partnership of Philadelphia | ||||||||
| 2000 Hamilton Street | Suite C06 | Philadelphia | PA | 19130 | Unrelated Third-Party | Exempt | Community Services | $500 |
| American Heart Association | ||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | Unrelated Third-Party | Exempt | Research and awareness of heart related diseases and medical problems. | $500 | |
| Abramson Center for Jewish Life | ||||||||
| 142 Horsham Road | North Wales | PA | 19454 | Unrelated Third-Party | Exempt | Senior and Hospice Care | $1,500 | |
| American Cancer Society | ||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | Unrelated Third-Party | Exempt | Cancer awareness and research | $100 | |
| Reform Congregation Kenseth Israel | ||||||||
| 8339 OLd York Road | Elkins Park | PA | 19027 | Unrelated Third-Party | Exempt | Religious Purposes | $4,800 | |
| Leon N Weiner Educational Foundation | ||||||||
| One Fox Pointe Center | 4 Denny Road | Wilmington | DE | 19809 | Unrelated Third- Party | Exempt | Educational Support Residence | $1,000 |
| Chautauqua Region Community Foundation | ||||||||
| 418 Spring Street | Jamestown | NY | 14701 | Unrelated Third-Party | Exempt | Community programs | $100 | |
| Shelterbox USA | ||||||||
| 8374 Market Street | Suite 203 | Lakewood Ranch | FL | 34202 | Unrelated Third-Party | Exempt | Provide shelter to victims of disasters. | $100 |
| Friends of the Collier County Library | ||||||||
| 650 Central Avenue | Naples | FL | 34102 | Unrelated Third- Party | Exempt | Support programs, resources and other programs | $500 | |
| Friends of the Horsham Township Library | ||||||||
| 435 Babylon Road | Horsham | PA | 19044 | Unrelated Third-Party | Exempt | Financial and other support to the Horsham Library | $100 | |
| Shelter for Abused Women and Children | ||||||||
| PO Box 10102 | Naples | FL | 34101 | Unrelated Third-Party | Exempt | Women and children advocacy | $2,600 | |
| Center for Developmental Disabilities | ||||||||
| 72 South Woods Road | Woodbury | NY | 11797 | Unrelated Third-Party | Exempt | Providing assistance and education to children and adults with developmental disabilities. | $1,200 | |
| Jewish National Fund | ||||||||
| 42 East 69th Street | New York | NY | 10021 | Unrelated Third- Party | Exempt | Forestry and ecological conservation in Israel | $750 | |
| Fox Chase Cancer Center | ||||||||
| 333 Cottman Avenue | Philadelphia | PA | 19111 | Unrelated Third-Party | Exempt | Cancer treatment and research | $1,000 | |
| The Cato Institute | ||||||||
| 1000 Massachussets Avenue NW | Washington | DC | 20001 | Unrelated Third- Party | Exempt | Public policy research relating to free markets, liberty, peace and limited government | $1,000 | |
| Every Breath Counts Foundation | ||||||||
| PO Box 209 | Somers Point | NJ | 08244 | Unrelated Third- Party | Exempt | Lunh cancer awareness | $600 | |
| JEVS Human Services | ||||||||
| 1845 Walnut Street | Suite 7 | Philadlephia | PA | 19103 | Unrelated Third-Party | Exempt | Health, rehabilition, training and job placement services | $1,000 |
| InterFaithways | ||||||||
| 8339 Old York Road | Suite 209 | Elkins Park | PA | 19027 | Unrelated Third-Party | Exempt | Interfaith family and children support | $1,000 |
| Keystone Partnerhsip | ||||||||
| 124 Pine Street | Harrisburg | PA | 17101 | Unrelated Third-Party | Exempt | Financial and other support for Human Service agencies throughout the Keystone Human Services nextwork. | $100 | |
| Kujali International | ||||||||
| 5662 S Spotswood Street | Littleton | CO | 80120 | Unrelated Third-Party | Exempt | Free and low-cost private schools for orphaned and vulnerable youth. | $100 | |
| Hadassah | ||||||||
| 50 West 58th Street | New York | NY | 10019 | Unrelated Third-Party | Exempt | Community outreach and programs | $5,500 | |
| Auxiliary of Shore Memorial Hospital | ||||||||
| One East New York Avenue | Somers Point | NJ | 08244 | Unrelated Third-Party | Exempt | Financial and other support for Shore Memorial Hospital | $200 | |
| Harry Chapin Food Bank | ||||||||
| 3760 Fowler Street | Suite B | Fort Myers | FL | 33901 | Unrelated Third-Party | Exempt | Provides emergency food and supplies to the disadvantaged | $100 |
| Anti-Defamation League | ||||||||
| 605 Third Avenue | New York | NY | 10158 | Unrelated Third-Party | Exempt | To fight anti-semitism and seek fair and equal teatment for all | $500 | |
| Longport Historical Society | ||||||||
| 2305 Atlantic Avenue | Longport | NJ | 08403 | Unrelated Third-Party | Exempt | Community cultural and historical education | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37750 | 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 | $9,751 | 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 | -$10,729 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$978 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -978 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 272088 | EOYBookValue |
| EOYFMV | 425621 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 64 | RevenueAndExpensesPerBooks |
| Net Investment Income | 64 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |