BETA

JORDAN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JORDAN FAMILY FOUNDATION (EIN 26-2600531)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-21
IRS object ID
202621419349100007
Schema version
2025v4.1
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)
Return2026-05-21T08:46:32-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115942 CONNEAUT LAKE ROADAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262600531EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJORDBusinessNameControlTxt
Phone8148384313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J WALKERPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone8148384313PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH C LEDFORDPreparerPersonNm
PTINP00020172PTIN
Phone8143361512PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,015,294FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,053DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,053DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$93,892NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$515,838GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$93,892CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$114,945TotalRevAndExpnssAmt
Total Net Invst Incm$114,945TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,280AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,140AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,140AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$369TaxesRevAndExpnssAmt
Taxes Net Invst Incm$331TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$163OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$167OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,812TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,638TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,140TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,986ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,986ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,798TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,638TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,126TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,147ExcessRevenueOverExpensesAmt
Net Investment Income$113,307NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,865CashBOYAmt
Cash EOY$4,067CashEOYAmt
Cash EOYFMV$4,067CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,239SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,874SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,874SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$750,148CorporateStockBOYAmt
Corporate Stock EOY$826,458CorporateStockEOYAmt
Corporate Stock EOYFMV$1,001,353CorporateStockEOYFMVAmt
Total Assets BOY$776,252TotalAssetsBOYAmt
Total Assets EOY$840,399TotalAssetsEOYAmt
Total Assets EOYFMV$1,015,294TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$776,252RetainedEarningBOYAmt
Retained Earning EOY$840,399RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$776,252TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$840,399TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$776,252TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$840,399TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$776,252TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,147ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$840,399SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$840,399TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$209,434$213,813-$4,379-$4,379
PUBLICLY TRADED SECURITIESP$303,581$208,133$95,448$95,448
CAPITAL GAINS DIVIDENDSP$2,823$2,823$2,823
FieldValueIRS element (for citing)
Capital Gain Net Income$93,892CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,575InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,575SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,575TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$33EsPenaltyAmt
Tax Due$1,608TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksSUSAN J WALKERIndividualWithBooksNm
Phone8148384313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LYNN A JORDAN-DEICHMAN
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & VICE PRESIDENT0.50$0$0$0
DEBORAH J KAPUSTA
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR & SECRETARY0.50$0$0$0
SUSAN J WALKER
2800 W 21ST STREET SUITE 1ERIEPA165062990DIRECTOR, PRESIDENT, & TRE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$945,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,001AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$973,647TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$973,647AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,605CashDeemedCharitableAmt
Net Vl Noncharitable Assets$959,042NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,952MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,952MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,575TaxBasedOnInvestmentIncomeAmt
Total Tax$1,575TotalTaxAmt
Distributable Before Adj$46,377DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,377DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,377DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,126ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$49,126QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,377DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,548ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,701ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,182ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,072ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,918ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,421TotalExcessDistributionCyovAmt
Qualifying Distributions$49,126QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,377AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,749RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,170TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,548ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,622ExcessDistriCyovToNextYrAmt
Excess From Year4$2,701ExcessFromYear4Amt
Excess From Year3$2,182ExcessFromYear3Amt
Excess From Year2$3,072ExcessFromYear2Amt
Excess From Year1$3,918ExcessFromYear1Amt
Excess From Current Year$2,749ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJORDAN FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12800 W 21ST STREET SUITE 1AddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165062990ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8148384313RecipientPhoneNum
Form And Info And MaterialsSUBMITTED USING THE JORDAN FAMILY FOUNDATION GRANT APPLICATION FORM AVAILABLE AT THE SAEGERTOWN BOROUGH OFFICE, 603 ERIE ST, SAEGERTOWN, PA. FULL PROJECT BUDGETS SHOULD BE INCLUDED WITH THE APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31ST AND SEPTEMBER 30THSubmissionDeadlinesTxt
Restrictions On AwardsPROJECT MUST ENHANCE OR OTHERWISE BENEFIT THE COMMUNITY OF SAEGERTOWN. THE ORGANIZATION MUST BE TAX EXEMPT UNDER SECTION 501(C)(3). ORGANIZATIONS NOT INDEPENDENTLY INCORPORATED AS TAX-EXEMPT MAY APPLY THROUGH A QUALIFIED INCORPORATED "CONDUIT ORGANIZATION. THE ORGANIZATION MUST NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, COLOR, RELIGION, NATIONAL ORIGIN, HANDICAP, SEXUAL ORIENTATION, MARITAL STATUS, GENDER OR GENDER IDENTITY IN ANY PROGRAM OR ACTIVITIES RECEIVING FUNDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAPTAINS FOR CLEAN WATER
2031 JACKSON STREETFORT MYERSFL33901NC2025 APPEAL$500
LEMON BAY SUNRISE ROTARY
2710 S MCCALL ROADENGLEWOODFL34224NC4TH OF JULY FIREWORKS$500
SAEGERTOWN BOROUGH
603 ERIE STREETSAEGERTOWNPA16433NCSAEGERTOWN VOL. FIRE DEPART- GEAR WASHER / MAINTENANCE FUND$19,486
SAEGERTOWN HERITAGE SOCIETY
649 MAIN STREETSAEGERTOWNPA16433NCSAEGER SUMMER KITCHEN RENOVATION$12,000
SAEGERTOWN HERITAGE SOCIETY
649 MAIN STREETSAEGERTOWNPA16433NC2025 HVAC PROJECT$15,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,986TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,053ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$93,892ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$114,945ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,945TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,280Amt
Net Investment Income$1,140NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,140DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING UNDISTRIBUTED INCOME FROM:TAX YEAR 2008: $18,361TAX YEAR 2009: $ 4,586TAX YEAR 2011: $ 2,431ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPNC INVESTMENTSStockNm
EOY Book Value$826,458EOYBookValueAmt
EOYFMV$1,001,353EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$163RevenueAndExpensesPerBooksAmt
Net Investment Income$167NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$331$331$0
EXCISE TAXES$38$0$0

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