M L AND J H LONSTRETH FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
M L AND J H LONSTRETH FOUNDATION (EIN 22-2804880)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-09
IRS object ID
201143139349100124
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2011-11-09T13:49:11-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line118 SENTRY PARK WEST SUITE 300AddressLine1
CityBLUE BELLCity
StatePAState
ZIP Code194222240ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222804880EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ML & JH LONGSTRETH FOUNDATIONBusinessNameLine1
Business Name Line2ML AND JH LONGSTRETH FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMLANNameControl
Phone2158364998Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18502 ELLISTON DRIVEAddressLine1
CityWYNDMOORCity
StatePAState
ZIP Code19038ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRONALD J ALTIERIName
TitlePRESIDENTTitle
Phone2158364998Phone
Date Signed2011-11-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN O'TOOLECPAName
Phone2156433900Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY164134FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss10896DividendsRevAndExpnss
Dividends Net Invst Incm10896DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses10896TotalRevenueAndExpenses
Total Net Investment Income10896TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1400AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss318OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm317OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1718TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1717TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss7300ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps7300ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss9018TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1717TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps7300TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1878ExcessOfRevenueOverExpenses
Net Investment Income9179NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3454CashBOY
Cash EOY-974CashEOY
Cash EOYFMV-974CashEOYFMV
Investments Corp Stock BOY9375InvestmentsCorpStockBOY
Investments Corp Stock EOY11278InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV12254InvestmentsCorpStockEOYFMV
Investments Other BOY139091InvestmentsOtherBOY
Investments Other EOY143494InvestmentsOtherEOY
Investments Other EOYFMV152854InvestmentsOtherEOYFMV
Total Assets BOY151920TotalAssetsBOY
Total Assets EOY153798TotalAssetsEOY
Total Assets EOYFMV164134TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY151920RetainedEarningsBOY
Retained Earnings EOY153798RetainedEarningsEOY
Total Net Assets BOY151920TotalNetAssetsBOY
Total Net Assets EOY153798TotalNetAssetsEOY
Total Liabilities Net Assets BOY151920TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY153798TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY151920TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1878ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal153798Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY153798TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year16150QualifyingDistributionsYear1
Noncharitable Assets Year1133358NoncharitableAssetsYear1
Distribution Ratio Year10.046116DistributionRatioYear1
Qualifying Distributions Year27500QualifyingDistributionsYear2
Noncharitable Assets Year2169978NoncharitableAssetsYear2
Distribution Ratio Year20.044123DistributionRatioYear2
Qualifying Distributions Year310700QualifyingDistributionsYear3
Noncharitable Assets Year3200579NoncharitableAssetsYear3
Distribution Ratio Year30.053346DistributionRatioYear3
Qualifying Distributions Year411609QualifyingDistributionsYear4
Noncharitable Assets Year4187258NoncharitableAssetsYear4
Distribution Ratio Year40.061995DistributionRatioYear4
Qualifying Distributions Year512499QualifyingDistributionsYear5
Noncharitable Assets Year5182445NoncharitableAssetsYear5
Distribution Ratio Year50.068508DistributionRatioYear5
Total Distribution Ratio0.274088TotalDistributionRatio
Average Distribution Ratio0.054818AverageDistributionRatio
Net Noncharitable Assets151354NetNoncharitableAssets
Adjusted Noncharitable Assets8297AdjustedNoncharitableAssets
One Percent Net Investment Income92OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One8389AdjNonchrtblAssetsAndOnePct
Qualifying Distributions7300QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax184InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal184Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income184TaxBasedOnInvestmentIncome
Tax Paid With Extension184TaxPaidWithExtension
Total Credits And Payments184TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRONALD ALTIERIBooksInCareOfPersonName
Books In Care Of Phone Number2158364998BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line18502 ELLISTON DRIVEAddressLine1
CityWYNDMORECity
StatePAState
ZIP Code19038ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RONALD J ALTIERI
8502 ELLISTON DRIVEWYNDMOORPA19038PRESIDENT0.00000
SUSAN E ALTIERI
8502 ELLISTON DRIVEWYNDMOORPA19038VICE PRESIDENT0.00000
DOROTHY L HANSHAW
504 MARKS ROADORELANDPA19075SECRETARY0.00000
ELIZABETH A MORRIS
423 WEST GARDEN ROADORELANDPA19075TREASURER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities150941AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2718AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets153659TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets153659AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2305CashDeemedCharitable
Net Noncharitable Assets151354NetNoncharitableAssets
Minimum Investment Return7568MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return7568MinimumInvestmentReturn
Tax Based On Investment Income184TaxBasedOnInvestmentIncome
Total Tax184TotalTax
Distributable Amount Before Adj7384DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded7384DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted7384DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions7300ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions7300QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions7300AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted7384DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year53579ExcessDistriCarryoverYear5
Excess Distri Carryover Year42428ExcessDistriCarryoverYear4
Excess Distri Carryover Year3864ExcessDistriCarryoverYear3
Total Excess Distri Carryover6871TotalExcessDistriCarryover
Qualifying Distributions7300QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year7300AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus84ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY84ExcessDistriCyovAppliedCY
Total Corpus6787TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year53495ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year3292ExcessDistriCyovToNextYear
Excess From Year42428ExcessFromYear4
Excess From Year3864ExcessFromYear3

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameRONALD J ALTIERIRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18502 ELLISTON DRIVEAddressLine1
CityWYNDMOORCity
StatePAState
ZIP Code19038ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2158364998RecipientPhoneNumber
Form And Info And MaterialsLETTER REQUESTFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN CANCER SOCIETY
N/AHERSHEYPA19031SECTION 501(C)(3)CHARITABLE CONTRIBUTION$150
AMERICAN HEART ASSOCIATION
N/APHILADELPHIAPA19130SECTION 501(C)(3)CHARITABLE CONTRIBUTION$150
AMERICAN HUMANE SOCIETY
N/AENGLEWOODCO80112SECTION 501(C)(3)CHARITABLE CONTRIBUTION$100
MADD
N/AREADINGPA19601SECTION 501(C)(3)CHARITABLE CONTRIBUTION$100
HOLY MARTYRS CHURCH
N/AORELANDPA19075SECTION 501(C)(3)CHARITABLE CONTRIBUTION$100
HATI RELIEF FUND
N/ALYNBROOKNY11563SECTION 501(C)(3)CHARITABLE CONTRIBUTION$250
LASALLE HS
N/AWYNDMOORPA19038SECTION 501(C)(3)CHARITABLE CONTRIBUTION$250
BLOCS
N/ARADNORPA19087SECTION 501(C)(3)CHARITABLE CONTRIBUTION$1,000
MBF CENTER
N/ANORRISTOWNPA19403SECTION 501(C)(3)CHARITABLE CONTRIBUTION$250
MT ST JOSEPH ACADEMY
N/AFLOURTOWNPA19031SECTION 501(C)(3)CHARITABLE CONTRIBUTION$1,500
PHILABUNDANCE
N/APHILADELPHIAPA19148SECTION 501(C)(3)CHARITABLE CONTRIBUTION$200
MANOR COLLEGE
N/AJENKINTOWNPA19046SECTION 501(C)(3)CHARITABLE CONTRIBUTION$500
ST GENEVIEVE CHURCH
N/AFLOURTOWNPA19031SECTION 501(C)(3)CHARITABLE CONTRIBUTION$1,000
ST GENEVIEVE SCHOOL
N/AFLOURTOWNPA19031SECTION 501(C)(3)CHARITABLE CONTRIBUTION$500
ST JOESEPH PREP
N/APHILADELPHIAPA19130SECTION 501(C)(3)CHARITABLE CONTRIBUTION$500
ST PHILIP NERI SCHOOL
N/ALAFAYETTE HILLSPA19444SECTION 501(C)(3)CHARITABLE CONTRIBUTION$500
SUSAN B KOMEN CANCER
N/ADALLASTX75244SECTION 501(C)(3)CHARITABLE CONTRIBUTION$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year7300TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$10,896ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$10,896ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA10896TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategory
Amount$1,400Amount
Net Investment Income1400NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockEQUITIES AND OPTIONSNameOfStock
EOY Book Value11278EOYBookValue
EOYFMV12254EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
MUTUAL FUNDS & TRUSTAT COST5621062176
OTHER INVESTMENTSAT COST3973253142
FIXED INCOME SECURITIESAT COST4755237536

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ADVERTISING2722720
MISCELLANEOUS46450

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