SCHAEFER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SCHAEFER FOUNDATION (EIN 22-6042871)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-13
- IRS object ID
- 201141649349100119
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-13T17:29:11-05:00 | 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 | CATARINEAU & GIVENS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7780 SW 117TH AVENUE SUITE 201 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33183 | 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 | 226042871 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHAEFER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHA | NameControl |
| Phone | 6108457355 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 HARDT HILL ROAD | AddressLine1 |
| City | BECHTELSVILLE | City |
| State | PA | State |
| ZIP Code | 19505 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JB SCHAEFER JR | Name |
| Title | PRESIDENT | Title |
| Phone | 6108457355 | Phone |
| Date Signed | 2011-06-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATARINEAU GIVENS PA | Name |
| Phone | 3055967883 | 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 | 289695 | 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 |
| Dividends Rev And Expnss | 3361 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3361 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -395 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2966 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3361 | 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 |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 88 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 838 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14265 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14265 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 15103 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14265 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12137 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3361 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10348 | CashBOY |
| Cash EOY | 10505 | CashEOY |
| Cash EOYFMV | 10505 | CashEOYFMV |
| Investments Other BOY | 291484 | InvestmentsOtherBOY |
| Investments Other EOY | 279190 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 279190 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 301832 | TotalAssetsBOY |
| Total Assets EOY | 289695 | TotalAssetsEOY |
| Total Assets EOYFMV | 289695 | 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 | 301832 | RetainedEarningsBOY |
| Retained Earnings EOY | 289695 | RetainedEarningsEOY |
| Total Net Assets BOY | 301832 | TotalNetAssetsBOY |
| Total Net Assets EOY | 289695 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 301832 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 289695 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 301832 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12137 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 289695 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 289695 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | TEMPLETON GROWTH | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 15000 | GrossSalesPrice |
| Cost Or Other Basis | 15395 | CostOrOtherBasis |
| Gain Or Loss | -395 | GainOrLoss |
| Gains Minus Excess Or Losses | -395 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -395 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16482 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 235923 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069862 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30143 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 375923 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.080184 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27390 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 455294 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060159 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 15294 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 430922 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035491 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23054 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 398222 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057892 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.303588 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060718 | AverageDistributionRatio |
| Net Noncharitable Assets | 11585 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 703 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 34 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 737 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14265 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 34 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 34 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 373 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 373 | TotalCreditsAndPayments |
| Overpayment | 339 | Overpayment |
| Amount Credited To Next Year | 339 | 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 | FL | 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 | CATARINEAU GIVENS PA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3055967883 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7780 SW 117 AVENUE 201 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33183 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| DR JB SCHAEFER JR | ||||||||
| 161 HARDT HILL ROAD | BECHTELSVILLE | PA | 19505 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| WILLIAM C SCHAEFER | ||||||||
| 1909 SW 106 TERRACE | GAINESVILLE | FL | 32607 | SECRETARY/TREASURER | 0.00 | 0 | 0 | 0 |
| SUE M LARSON | ||||||||
| 194 WIKIUP DRIVE SUITE B | SANTA ROSA | CA | 95403 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| TERRY A THOMPSON | ||||||||
| 79 MINE MOUNT ROAD | BERNARDSVILLE | NJ | 07924 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| HERBERT S MEEKER | ||||||||
| 60 WOLTRING MILL ROAD | EATON | PA | 18042 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOSEPH H SCHAEFER | ||||||||
| 11167 MONET WOODS ROAD | PALM BEACH GARDENS | FL | 33410 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JANA K BOVINO | ||||||||
| 23 DUNKIN DRIVE | WASHINGTON CROSSING | PA | 18977 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MIMI ARMSTRONG | ||||||||
| 1917 WILL SCARLET LANE | SANTA ROSA | CA | 95405 | 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 |
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 | 11330 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 431 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11761 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11761 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 176 | CashDeemedCharitable |
| Net Noncharitable Assets | 11585 | NetNoncharitableAssets |
| Minimum Investment Return | 579 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 579 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Total Tax | 34 | TotalTax |
| Distributable Amount Before Adj | 545 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 545 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 545 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14265 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 14265 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 34 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14231 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 545 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 7592 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4754 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 12346 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14265 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 545 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13720 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 26066 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 26066 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 7592 | ExcessFromYear2 |
| Excess From Year1 | 4754 | ExcessFromYear1 |
| Excess From Current Year | 13720 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| 25TH INFANTRY DIVISION SCHOLARSHIP FUND | |||||
| PO BOX 7 | FLOURTOWN | PA | 19031 | CHARITABLE | $250 |
| AMERICAN LIVESTOCK BREEDS CONSERVANCY | |||||
| PO BOX 477 | PITTSBORO | NC | 27312 | CHARITABLE | $100 |
| ANIMAL RESCUE LEAGUE | |||||
| PO BOX 69 | MOHNTON | PA | 19540 | CHARITABLE | $200 |
| BALLY COMMUNITY AMBULANCE | |||||
| 537 CHESTNUT STREET | BALLY | PA | 19503 | CHARITABLE | $50 |
| BERKS CO CONSERVANCY | |||||
| 25 NORTH 11TH STREET | READING | PA | 19601 | CHARITABLE | $50 |
| BEST FRIENDS ANIMAL SOCIETY | |||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | CHARITABLE | $1,000 |
| BOYERTOWN COMMUNITY LIBRARY | |||||
| 29 E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $50 |
| COLONIAL WILLIAMSBURG | |||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | CHARITABLE | $100 |
| CROSSMORE SCHOOL | |||||
| PO BOX 249 | CROSSNORE | NC | 28616 | CHARITABLE | $100 |
| DAUGHTERS OF WISDOM | |||||
| 385 OCEAN AVENUE | ISLIP | NY | 11751 | CHARITABLE | $6,000 |
| FISHER HOUSE FOUNDATION | |||||
| 1401 ROCKVILLE PIKE SUITE 600 | ROCKVILLE | MD | 20852 | CHARITABLE | $250 |
| FRANKLIN & MARSHALL COLLEGE | |||||
| PO BOX 3003 | LANCASTER | PA | 17604 | CHARITABLE | $600 |
| FRIENDS OF WASHINGTON CROSSING PARK | |||||
| PO BOX 1776 | WASHINGTON CROSSING | PA | 18977 | CHARITABLE | $100 |
| HAWK MOUNTAIN SANCTUARY | |||||
| 1700 HAWK MOUNTAIN ROAD | KEMPTON | PA | 19529 | CHARITABLE | $40 |
| HEALING HEROES NETWORK | |||||
| PO BOX 17573 | INDIANAPOLIS | IN | 46217 | CHARITABLE | $102 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | CHARITABLE | $85 |
| HISTORICAL PRESERVATION TRUST OF BERKS | |||||
| 123 NORTH PRINCE STREET | LANCASTER | PA | 17603 | CHARITABLE | $35 |
| HISTORICAL SOCIETY OF BERKS COUNTY | |||||
| 940 CENTRE AVENUE | READING | PA | 19601 | CHARITABLE | $150 |
| HOSPICE OF PALM BEACH COUNTY | |||||
| 5300 E AVENUE | WEST PALM BEACH | FL | 33407 | CHARITABLE | $250 |
| INTERNATIONAL ASSOC OF MEDICAL ASSISTANCE | |||||
| 1623 MILITARY ROAD 279 | NIAGARA FALLS | NY | 14304 | CHARITABLE | $50 |
| ISLAND INSTITUTE | |||||
| PO BOX 648 | ROCKLAND | ME | 04841 | CHARITABLE | $50 |
| KIDS WISH NETWORK | |||||
| PO BOX 17443 | INDIANAPOLIS | IN | 46217 | CHARITABLE | $102 |
| LIBERTY MINISTRIES | |||||
| 565 MAIN STREET | SCHWENKSVILLE | PA | 19473 | CHARITABLE | $50 |
| MARCH OF DIMES | |||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $25 |
| NFIB | |||||
| 53 CENTURY BLVD 250 | NASVILLE | TN | 37214 | CHARITABLE | $200 |
| OAK HALL ENDOWMENT FUND | |||||
| 7715 SW 14 AVE | GAINESVILLE | FL | 32607 | CHARITABLE | $1,649 |
| OLD ZIONSVILLE UNITED CHURCH OF CHRIST | |||||
| PO BOX 215 | OLD ZIONSVILLE | PA | 18068 | CHARITABLE | $50 |
| OPERATION ENDURING FREEDOM | |||||
| 113 SCHWEITZ ROAD | FLEETWOOD | PA | 19522 | CHARITABLE | $100 |
| POTTSTOWN AREA SENIOR CENTER | |||||
| 724 NORTH ADAMS STREET | POTTSTOWN | PA | 19464 | CHARITABLE | $25 |
| RANSOM EVERGLADE SCHOOL FUND | |||||
| 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | EDUCATIONAL | $250 |
| READING PUBLIC MUSEUM | |||||
| 500 MUSEUM ROAD | READING | PA | 19611 | EDUCATIONAL | $60 |
| ROOM TO READ | |||||
| 111 SUTTER ST 16TH FLOOR | SAN FRANCISCO | CA | 94104 | CHARITABLE | $200 |
| SALVATION ARMY OF BOYERTOWN | |||||
| 2100 PALM BEACH LAKES BLVD | WEST PALM BEACH | FL | 33409 | CHARITABLE | $500 |
| SALVATION ARMY | |||||
| 409 S READING AVE | BOYERTOWN | PA | 19512 | CHARITABLE | $100 |
| SOUTH BETHLEHEM HISTORICAL SOCIETY | |||||
| PO BOX 5106 | BETHLEHEM | PA | 18015 | CHARITABLE | $135 |
| TAXPAYERS OF BRANDYWINE | |||||
| PO BOX 161 | TOPTON | PA | 19562 | CHARITABLE | $50 |
| UNITED SERVICE ORGANIZATIONS INC | |||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | CHARITABLE | $50 |
| WASHINGTON & LEE UNIVERSITY | |||||
| WASHINGTON LEE UNIVERSITY | LEXINGTON | VA | 24450 | CHARITABLE | $250 |
| WILDLANDS CONSERVANCY | |||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | CHARITABLE | $50 |
| WOODLANDS WILDLIFE REFUGE | |||||
| PO BOX 5046 | CLINTON | NJ | 08809 | CHARITABLE | $275 |
| WORLD WILDLIFE FOUNDATION | |||||
| PO BOX 97180 | WASHINGTON | DC | 20090 | CHARITABLE | $32 |
| YOUTH & FAMILY SERVICES | |||||
| 1494 GRAVEL PIKE | GREENLANE | PA | 18054 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14265 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,361 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$395 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,966 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2966 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES |
| 8 | TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES |
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 | ACCOUNTING FEES | Category |
| Amount | $750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROKERAGE ACCOUNTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 279190 | BookValue |
| EOYFMV | 279190 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 88 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments