Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 05-01-2020 , and ending 04-30-2021
Name of foundation
SYLVIA PERKIN PERPETUAL CHARITABLE TRUST
LAW OFFICES OF PROKUP AND SWARTZ
Number and street (or P.O. box number if mail is not delivered to street address)7736 MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FOGELSVILLE, PA18051
A Employer identification number

23-6792999
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,159,213J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 9 9 9
4 Dividends and interest from securities... 130,212 130,212 130,212
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 409,768
b Gross sales price for all assets on line 6a 5,416,862
7 Capital gain net income (from Part IV, line 2)... 409,768
8 Net short-term capital gain......... 107,085
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 539,989 539,989 237,306
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 18,750   56,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,275     7,275
b Accounting fees (attach schedule)....... Click to see attachment 9,520     9,520
c Other professional fees (attach schedule)....        
17 Interest............... 237 237    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 953 953    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 71,869 71,869    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 164,854 91,809   73,045
25 Contributions, gifts, grants paid....... 280,594 280,594
26 Total expenses and disbursements. Add lines 24 and 25 445,448 91,809   353,639
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 94,541
b Net investment income (if negative, enter -0-) 448,180
c Adjusted net income (if negative, enter -0-)... 237,306
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,560,560 Click to see attachment6,655,101 Click to see attachment8,159,213
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,560,560 6,655,101 8,159,213
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,024,619 3,024,619
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,535,941 3,630,482
29 Total net assets or fund balances (see instructions)..... 6,560,560 6,655,101
30 Total liabilities and net assets/fund balances (see instructions). 6,560,560 6,655,101
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,560,560
2
Enter amount from Part I, line 27a .....................
2
94,541
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,655,101
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,655,101
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 50000 ABBVIE INC P 2019-02-12 2020-12-10
b 29 ADOBE INC P 2019-08-02 2020-08-14
c 13 ADOBE INC P 2018-12-17 2021-04-01
d 82 ADVANCED MICRO DEVICE P 2020-04-03 2021-04-01
e 1286 AGILYSIS INC P 2020-01-22 2021-01-19
1 ALPHABET INC P 2019-08-02 2021-02-05
3 ALPHABET INC P 2019-02-14 2021-04-01
21 AMER ELECTRIC PWR CO P 2019-01-16 2020-11-09
782 AMER ELECTRIC PWR CO P 2019-01-16 2021-01-14
19 ANSYS INC P 2019-08-02 2021-04-01
10 ASML HLDGS P 2021-03-11 2021-04-01
31 ATLASSIAN CORP P 2021-03-11 2021-04-01
12 AUTO DATE PROCESSING P 2020-08-24 2020-11-09
47 AUTODESK INC P 2019-08-02 2020-08-14
23 AUTODESK INC P 2019-01-16 2021-04-01
50000 BERKSHIRE HATHAWAY 4.25% DUE 01/15/2021 P 2018-11-30 2021-01-15
305 BOEING CO P 2019-01-16 2020-08-21
50000 BOSTON SCIENTIFIC 3.75% DUE 3/1/26 P 2019-02-21 2020-12-11
80000 BUNGE LTD 3.25% DUE 8/15/26 P 2020-03-25 2020-06-23
79 BWX TECH INC P 2019-08-02 2020-11-24
948 BWX TECH INC P 2019-01-16 2020-11-24
88 CADENCE DESIGNS P 2020-01-21 2020-08-04
48 CADENCE DESIGNS P 2020-01-21 2021-04-01
1134 CIENA CORP P 2020-04-03 2021-01-13
1303 CISCO SYSTEM INC P 2019-01-16 2020-08-21
50000 CITIGROUP INC 2.70% DUE 03/30/21 P 2021-01-11 2021-03-30
60 CME GROUP P 2018-11-30 2021-03-26
50000 THE COCA-COLA CO 3.20% DUE 11/01/23 P 2018-12-03 2021-04-05
1481 COHU INC P 2020-01-22 2020-05-20
1023 COMTECH TELECOMMUNICATION P 2020-01-22 2020-05-20
586 CORNERSTONE ONDEMAND P 2020-01-22 2020-05-20
3 COSTAR GROUP INC P 2020-01-21 2021-02-05
72 COSTAR GROUP INC P 2020-01-21 2021-03-15
658 CRA INTERNATIONAL P 2020-01-22 2020-11-18
57 CROWN CASTLE INTL CO P 2019-01-16 2020-05-13
120 CROWN CASTLE INTL CO P 2019-01-16 2020-05-22
25 CSW INDUSTRIALS INC P 2020-11-16 2021-02-05
717 CVS HEALTH CORP P 2019-01-16 2020-12-17
400 DANAHER CORP P 2019-01-16 2020-07-15
80000 DARDEN RESTAURANT 3.85% DUE 05/01/2027 P 2019-01-17 2020-10-15
29 DASSAULT SYSTEM P 2021-01-11 2021-04-01
26 DEXCOM INC P 2020-04-03 2020-08-14
149 DEXCOM INC P 2020-04-03 2021-01-13
813 DOUGLAS DYNAMICS INC P 2019-01-16 2020-05-20
590 DUKE ENERGY P 2019-01-16 2020-11-20
50000 DUKE ENERGY CORP 4.30% DUE 06/15/2020 P 2018-11-30 2020-06-15
609 EDWARDS LIFESCIENCES P 2020-01-21 2021-03-15
492 ELECTRONIC ARTS INC P 2019-08-02 2021-03-15
50000 ELECTRONIC ARTS 3.70% 2021 P 2020-12-08 2021-02-01
90 ELI LILLY & CO P 2020-08-19 2021-04-07
500 ENERSYS P 2020-01-22 2021-01-19
252 ENTEGRIS INC P 2019-01-16 2020-08-14
521 ENVESTNET INC P 2020-01-22 2021-01-19
851 EQUITY RESIDENTIAL REIT P 2019-01-16 2020-06-25
31 ETSY INC P 2021-03-11 2021-04-01
296 EURONET WORLDWIDE P 2020-01-21 2020-07-15
511 EXLSERVICE HOLDINGS P 2020-01-22 2020-05-20
42 FACEBOOK INC P 2019-08-02 2020-08-14
22 FACEBOOK INC P 2018-12-17 2021-04-01
120 FAIR ISAAC INTL CORP P 2020-01-21 2021-03-15
50000 FARM CREDIT SYSTEM 2.49% DUE 08/19/20 P 2020-02-12 2020-05-19
44000 FEDERAL FARM CREDIT 2.70% DUE 12/21/20 P 2020-01-23 2020-12-21
30000 FHLV 3.125% DUE 12/11/20 P 2018-11-08 2020-12-11
775 FLIR SYSTEM INC P 2020-02-06 2021-01-06
34 FORTINET P 2020-07-13 2021-04-01
530 FOX FACTORY HOLDING P 2020-01-22 2020-05-20
278 GENERAC HOLDINGS P 2018-12-18 2020-05-20
50000 GENERAL MILLS 4.20% DUE 04/17/28 P 2018-11-30 2020-10-15
1187 HD SUPPLY HLDGS P 2020-05-18 2020-11-18
50000 THE HOME DEPOT 3.95% DUE 9/15/20 P 2018-12-03 2020-06-15
11 HONEYWELL INTL INC P 2018-11-08 2020-11-09
161 HUMANA INC P 2020-04-03 2021-03-15
3466 HUNTINGTON BANCSHS P 2018-11-08 2020-08-26
410 ICF INTERNATIONAL P 2020-01-22 2020-05-20
16 IDEXX LABS INC P 2019-08-02 2020-08-13
4 IDEXX LABS INC P 2019-01-16 2020-08-14
27 IDEXX LABS INC P 2019-01-16 2020-08-14
4 IDEXX LABS INC P 2018-12-17 2020-11-09
13 IDEXX LABS INC P 2018-12-17 2021-04-01
150 ILLUMINA INC P 2020-01-21 2021-01-13
1196 INTEL CORP P 2018-11-09 2020-08-03
17 INTUIT INC P 2021-01-11 2021-04-01
2513 KEYCORP INC P 2019-01-16 2020-08-26
1531 KROGER CO P 2020-11-18 2021-02-26
303 L3HARRIS TECHNOLOGIES P 2019-08-02 2020-11-24
538 LEIDOS HOLDINGS INC P 2020-04-03 2020-11-24
212 LINDA PC P 2018-11-30 2021-04-06
20 MARKETAXESS HOLDINGS P 2020-01-21 2021-04-01
100 MICROSOFT CORP P 2020-01-23 2020-11-09
225 MIMECAST LTD P 2018-11-09 2020-08-14
195 MOODYS CORP P 2020-07-13 2021-03-15
70000 MORGAN STANLEY 5.00% DUE 11/24/2025 P 2019-03-13 2021-02-12
15 MSCI INC P 2020-07-13 2021-04-01
12 NETFLIX INC P 2021-03-11 2021-04-01
100000 NEW YORK ST HOUSING 2.25% DUE 05/01/50 P 2018-12-19 2020-09-22
36 NVIDIA CORP P 2019-08-02 2021-04-01
1945 ONESPAN INC P 2020-01-22 2020-11-18
1396 OTTER TRAIL CORP P 2018-12-18 2020-08-21
211 PALO ALTO NETWORKS P 2019-08-02 2020-07-15
961 PAYCHEX INC P 2019-01-16 2020-08-26
17 PAYCOM SOFTWARE P 2020-11-20 2021-04-01
119 PAYPAL HLDGS P 2020-01-21 2021-04-01
1713 PFIZER INC P 2018-11-09 2021-03-05
89 PINTEREST INC P 2021-03-11 2021-04-01
19 PROLOGICS INC P 2020-01-23 2020-11-09
293 PROOFPOINT INC P 2020-01-22 2021-04-28
39 QORVO INC P 2020-11-20 2021-04-01
33 REPLIGEN CORP P 2020-11-20 2021-04-01
18 S&P GLOBAL INC P 2020-07-03 2021-04-01
1244 SANOFI SA P 2018-11-08 2020-12-17
13 SERVICE NOW INC P 2021-03-01 2021-04-01
6 SHOPIFY INC P 2021-03-11 2021-04-01
366 SILICON LABS P 2018-12-18 2021-01-19
51 SNAP ON INC P 2020-08-24 2021-04-13
29 SPS COMM INC P 2020-01-22 2021-02-05
26 SYNOPSYS INC P 2021-01-11 2021-04-01
10 TESLA INC P 2021-03-11 2021-04-01
550 TETRA TECH INC P 2018-12-18 2020-05-22
50000 TOYOTA MOTOR CORP 4.25% DUE 01/11/21 P 2018-12-03 2021-01-11
527 TRANSUNION P 2020-01-21 2021-03-15
50000 TRUIST BANK 4.05% DUE 11/03/2025 P 2018-11-08 2020-12-16
211 TYLER TECHNOLOGIES P 2019-08-02 2020-07-15
100000 US TREASURY BILL DUE 11/05/20 P 2020-08-06 2020-11-05
252000 US TREASURY BILL DUE 01/07/21 P 2020-10-20 2021-01-07
250000 US TREASURY BILL DUE 04/01/21 P 2021-02-11 2021-04-01
100000 US TREASURY NOTE 2.875% DUE 10/31/20 P 2018-11-30 2020-11-02
100000 US TREASURY NOTE 2.50% DUE 01/31/21 P 2020-11-09 2021-02-01
155000 US TREASURY NOTE 3.625% DUE 02/15/21 P 2020-12-17 2021-02-16
109 VEEVA SYSTEMS CL A P 2020-01-21 2021-04-01
262 VERISIGN INC P 2020-04-03 2021-03-15
304 VERISK ANALYTICS INC P 2020-01-21 2021-03-15
191 VERIZON COMMUNICATIONS P 2012-12-18 2020-11-20
1014 VERIZON COMMUNICATIONS P 2018-12-18 2021-03-15
80000 VERIZON COMMUNICATIONS 4.125% DUE 03/16/ P 2019-01-17 2020-06-23
212.5471 VIATRIS P 2018-11-09 2020-11-20
692 WALMART INC P 2019-01-16 2021-01-19
730 WEYERHAEUSER CO P 2020-03-02 2020-11-20
1599 WEYERHAEUSER CO P 2019-01-16 2020-11-20
480 XILINX INC P 2020-01-21 2021-01-13
7 ZEBRA TECH CL A P 2020-01-21 2021-02-05
13 ZEBRA TECH CL A P 2020-01-21 2021-04-01
20 ZOOM VIDEO COMMUNICATION P 2021-03-11 2021-04-01
28 MORNINGSTAR INC P 2021-01-11 2021-04-01
PFIZER INC - CLASS ACTION PROCEEDS P 2020-12-23 2020-12-23
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 59,779   49,719 10,060
b 12,925   7,687 5,238
c 6,050   2,973 3,077
d 6,217   3,574 2,643
e 54,290   37,380 16,910
2,075   1,199 876
6,157   3,529 2,628
1,921   1,567 354
61,056   58,342 2,714
6,350   3,723 2,627
6,040   5,434 606
6,332   7,199 -867
1,960   1,677 283
10,965   6,751 4,214
6,218   3,024 3,194
50,000   50,000  
52,379   104,787 -52,408
56,506   49,872 6,634
83,241   76,808 6,433
4,458   3,999 459
53,495   39,137 14,358
9,470   6,572 2,898
6,293   3,585 2,708
60,649   47,402 13,247
55,033   57,385 -2,352
50,000   50,000  
12,256   11,319 937
53,642   49,640 4,002
20,615   37,377 -16,762
17,207   37,367 -20,160
21,414   37,338 -15,924
2,736   1,958 778
58,039   46,996 11,043
28,751   37,347 -8,596
8,989   6,013 2,976
18,401   12,659 5,742
3,029   2,738 291
49,753   45,919 3,834
73,704   41,610 32,094
85,705   77,207 8,498
6,168   5,959 209
11,108   7,011 4,097
55,036   40,177 14,859
25,231   29,326 -4,095
54,387   49,804 4,583
50,000   50,000  
50,456   49,041 1,415
65,042   40,504 24,538
50,000   50,085 -85
16,665   13,766 2,899
45,061   37,308 7,753
17,957   7,190 10,767
43,786   37,338 6,448
48,852   57,919 -9,067
6,257   6,856 -599
27,612   49,020 -21,408
29,383   37,369 -7,986
11,008   7,116 3,892
6,361   3,164 3,197
55,811   48,854 6,957
50,000   50,010 -10
44,000   44,000  
30,000   30,000  
40,350   42,663 -2,313
6,197   4,868 1,329
34,726   37,336 -2,610
30,459   14,294 16,165
59,125   48,727 10,398
66,216   34,779 31,437
50,000   50,118 -118
2,014   1,663 351
64,800   47,162 17,638
32,762   51,085 -18,323
24,412   37,362 -12,950
6,040   4,238 1,802
1,540   798 742
10,395   5,154 5,241
1,871   751 1,120
6,172   2,442 3,730
57,069   48,834 8,235
57,090   58,043 -953
6,358   6,388 -30
30,762   41,645 -10,883
50,312   55,763 -5,451
58,970   45,551 13,419
53,504   47,414 6,090
58,925   33,803 25,122
10,701   7,437 3,264
19,779   16,605 3,174
10,006   8,157 1,849
56,793   57,682 -889
82,771   72,252 10,519
6,269   5,684 585
6,126   6,177 -51
100,012   100,010 2
17,359   5,649 11,710
36,410   37,368 -958
54,760   69,370 -14,610
53,455   43,125 10,330
71,956   65,437 6,519
6,114   6,720 -606
23,989   13,800 10,189
58,034   71,761 -13,727
6,230   6,274 -44
2,019   1,802 217
50,684   37,304 13,380
6,925   5,774 1,151
6,183   6,374 -191
6,388   6,396 -8
57,850   56,267 1,583
6,329   6,507 -178
6,409   6,652 -243
49,353   29,587 19,766
11,973   7,603 4,370
3,009   1,666 1,343
6,205   6,850 -645
6,233   6,847 -614
40,196   29,612 10,584
50,000   50,000  
45,820   49,025 -3,205
57,455   50,100 7,355
75,047   40,115 34,932
99,978   99,978  
251,951   251,951  
249,975   249,975  
100,000   100,000  
100,000   100,000  
155,000   155,000  
28,063   16,219 11,844
49,881   47,307 2,574
52,412   49,121 3,291
11,588   10,586 1,002
56,884   56,200 684
94,150   79,939 14,211
3,424   3,936 -512
97,383   67,377 30,006
21,187   19,605 1,582
46,409   38,855 7,554
73,948   49,048 24,900
2,823   1,798 1,025
6,111   3,339 2,772
6,248   6,898 -650
6,212   6,462 -250
43     43
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,060
b       5,238
c       3,077
d       2,643
e       16,910
      876
      2,628
      354
      2,714
      2,627
      606
      -867
      283
      4,214
      3,194
       
      -52,408
      6,634
      6,433
      459
      14,358
      2,898
      2,708
      13,247
      -2,352
       
      937
      4,002
      -16,762
      -20,160
      -15,924
      778
      11,043
      -8,596
      2,976
      5,742
      291
      3,834
      32,094
      8,498
      209
      4,097
      14,859
      -4,095
      4,583
       
      1,415
      24,538
      -85
      2,899
      7,753
      10,767
      6,448
      -9,067
      -599
      -21,408
      -7,986
      3,892
      3,197
      6,957
      -10
       
       
      -2,313
      1,329
      -2,610
      16,165
      10,398
      31,437
      -118
      351
      17,638
      -18,323
      -12,950
      1,802
      742
      5,241
      1,120
      3,730
      8,235
      -953
      -30
      -10,883
      -5,451
      13,419
      6,090
      25,122
      3,264
      3,174
      1,849
      -889
      10,519
      585
      -51
      2
      11,710
      -958
      -14,610
      10,330
      6,519
      -606
      10,189
      -13,727
      -44
      217
      13,380
      1,151
      -191
      -8
      1,583
      -178
      -243
      19,766
      4,370
      1,343
      -645
      -614
      10,584
       
      -3,205
      7,355
      34,932
       
       
       
       
       
       
      11,844
      2,574
      3,291
      1,002
      684
      14,211
      -512
      30,006
      1,582
      7,554
      24,900
      1,025
      2,772
      -650
      -250
      43
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 409,768
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 107,085
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,230
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,230
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,230
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,002
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,002
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,772
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,772 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLAW OFFICES OF PROKUP AND SWAR Telephone no.bullet (610) 674-1305

    Located atbullet7736 MAIN STREETFOGELSVILLEPA ZIP+4bullet18051
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JED RAPOPORT TRUSTEE
    5.00     		25,000    
    1055 CETRONIA ROAD P 13
    BREINIGSVILLE,PA18031
    DAVID WEINER TRUSTEE
    5.00     		25,000    
    1759 BREWSTER COURT
    ALLENTOWN,PA18104
    MICHAEL PROKUP TRUSTEE
    5.00     		25,000    
    2030 W TILGHMAN ST SUITE 201
    ALLENTOWN,PA18104
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,230
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,230
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,230
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    6,230
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    353,639
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    353,639
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    353,639
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 322,893
    fTotal of lines 3a through e........ 322,893
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 353,639
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 353,639
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 676,532
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		676,532
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 322,893
    e Excess from 2020.... 353,639
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CEDAR CREST COLLEGE
    100 COLLEGE DRIVE
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON SCHOLARSHIPS TO SUPPORT MINORITY STUDENTS IN NEED OF FINANCIAL ASSISTANCE 20,000
    BOYS GIRLS CLUB OF ALLENTOWN
    720 N 6TH STREET
    ALLENTOWN,PA18102     		NO RELATIONSHIP NON MAKE YOUR MARK (MOTIVATED ACADEMICALLY READY KIDS)PROGRAM AT MCKINLEY ELEMENTARY SCHOOL 5,000
    JEWISH FAMILY SERVICE OF THE LV
    2004 W ALLEN STREET
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON FINANCIAL ASSISTANCE TO CLIENTS FOR MENTAL HEALTH COUNSELING & EXTRA SUPPORT SERVICES VIA VOLUNTEER OUTREACH TO OLDER ADULTS 70,000
    COMMUNITY MUSIC SCHOOL
    23 N 6TH STREET
    ALLENTOWN,PA18101     		NO RELATIONSHIP NON GENERAL OPERATING SUPPORT 6,000
    LEHIGH VALLEY CHILDRENS' CENTER INC
    1501 LEHIGH STREET
    ALLENTOWN,PA18103     		NO RELATIONSHIP NON SCHOLARSHIP FUND FOR EARLY EDUCASTION OUTREACH PROGRAM 7,500
    AMERICA ON WHEELS
    5 N FRONT STREET
    ALLENTOWN,PA18102     		NO RELATIONSHIP NON INNOVATIONS EDUCATIONAL DISPLAY 3,000
    COMMUNITY BIKE WORKS
    235 N MADISON STREET
    ALLENTOWN,PA18102     		NO RELATIONSHIP NON EARN A BIKE & JUNIOR EARN A BIKE MENTORING PROGRAMS 7,500
    ALLENTOWN AREA ECUMENICAL FOOD
    534 W CHEW STREET
    ALLENTOWN,PA18102     		NO RELATIONSHIP NON GENERAL OPERATING EXPENSES 13,000
    CONGREGATION KENESETH ISRAEL
    2227 W CHEW STREET
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON TORAH REPAIR, SECURITY AND WIRELESS UPGRADE 12,000
    JEWISH COMMUNITY CENTER OF ALLENTOW
    702 N 22ND STREET
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON NEED BASED SCHOLARSHIP SUPPORT 18,000
    ALLENTOWN SYMPHONY ASSOCIATION
    23 NORTH 6TH STREET
    ALLENTOWN,PA18101     		NO RELATIONSHIP NON ALLENTOWN SYMPHONY ASSOCIATION 1,500
    SATORI LTD
    2985 FAIRFIELD DRIVE NORTH
    ALLENTOWN,PA18103     		NO RELATIONSHIP NON GIFT OF MUSIC INSTRUMENT DONATION PROGRAM 1,500
    GUARDIANSHIP SUPPORT AGENCY
    PO BOX 8540
    ALLENTOWN,PA18105     		NO RELATIONSHIP NON GENERAL OPERATING SUPPORT 5,000
    VALLEY YOUTH HOUSE
    829 LINDEN STREET
    ALLENTOWN,PA18101     		NO RELATIONSHIP NON MOVE-IN COSTS FOR CLIENTS IN HOUSING PROGRAM 7,500
    CHILDREN'S HOME OF EASTON
    2000 S 25TH STREET
    EASTON,PA18042     		NO RELATIONSHIP NON COSTS OF EDUCATIONAL MATERIALS;YOUTH IN INTERNSHIP PROGRAMS;LIFE SHKILL AND PREPAREDNESS CLASSES 3,000
    MEALS ON WHEELS OF GREATER LEHIGH V
    4234 DORNEY PARK ROAD
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON SUBSIDIZE NUTRICIOUS & MEDICALLY TAILORED MEALS TO HOMEBOUND SENIORS & ADULTS WITH DISABILITIES 7,500
    LEHIGH VALLEY PUBLIC COMMUNICATIONS
    839 SESAME STREET
    BETHLEHEM,PA18015     		NO RELATIONSHIP NON ENERGY IN, ENERGY OUT PROGRAM 5,000
    CANCER SUPPORT COMMUNITY
    3400 BATH PIKE
    BETHLEHEM,PA18017     		NO RELATIONSHIP NON CANCER SUPPORT AND EDUCATION PROGRAMMING 5,000
    THE LITERACY CENTER
    801 HAMILTON STREET
    ALLENTOWN,PA18101     		NO RELATIONSHIP NON ENGLISH AS A SECOND LANGUAGE;ADULT HIGH SCHOOL EQUIVALENCY INSTRUCTION & SUPPLEMENTAL SERVICES 7,500
    AMERICAN RED CROSS
    3939 BROADWAY
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON AMERICAN RED CROSS 2,500
    YWCA ALLENTOWN PERFECT FIT
    425 SOUTH 15TH STREET
    ALLENTOWN,PA18102     		NO RELATIONSHIP NON TEACHER TRAINING/CLASSROOM MATERIALS & SUPPLIES 5,000
    FAMILY CONNECTION OF EASTON INC
    723 COAL STREET
    EASTON,PA18042     		NO RELATIONSHIP NON KINDERGARTEN CONNECTION 5,000
    ARC - LEHIGHNORTHAMPTON COUNTIES
    2289 AVE A
    BETHLEHEM,PA18017     		NO RELATIONSHIP NON ARC - LEHIGH/NORTHAMPTON COUNTIES 3,000
    BALLET GUILD OF LEHIGH VALLEY
    556 MAIN STREET
    BETHLEHEM,PA18018     		NO RELATIONSHIP NON BALLET GUILD OF LEHIGH VALLEY 2,000
    THE DAVINCI DISCOVERY CENTER OF SCI
    3145 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103     		NO RELATIONSHIP NON STEM SUMMER LEARNING PROGRAM 5,000
    CENTER FOR VISION LOSS
    42215 MANOR DRIVE
    STROUDSBURG,PA18360     		NO RELATIONSHIP NON CENTER FOR VISION LOSS 2,500
    THIRD STREET ALLIANCE FOR WOMEN CHI
    41 N 3RD STREET
    EASTON,PA18042     		NO RELATIONSHIP NON GENERAL OPERATION OF SHELTER PROGRAM FOR HOMELESS WOMEN AND FAMILIES 3,000
    CAMELOT FOR CHILDREN INC
    2354 WEST EMMAUS AVENUE
    ALLENTOWN,PA18103     		NO RELATIONSHIP NON SUMMER CAMP FOR CHILDREN WITH DISABILITIES 3,000
    COMMUNITY ACTION COMMITTEE OF THE L
    1337 E FIFTH STREET
    BETHLEHEM,PA18015     		NO RELATIONSHIP NON SIXTH STREET SHELTER REPAIRS 4,550
    EMMAUS ROTARY CLUB
    612 HAMILTON STREET
    ALLENTOWN,PA18101     		NO RELATIONSHIP NON EMAUS ROTARY CLUB 3,500
    BETHLEHEM EMERGENCY SHELTERING
    75 E MARKET STREET
    BETHLEHEM,PA18018     		NO RELATIONSHIP NON BETHLEHEM EMERGENCY SHELTERING 5,000
    CENTER FOR HUMANISTIC CHANGE INC
    555 UNION BOULEVARD SUITE 7
    ALLENTOWN,PA18109     		NO RELATIONSHIP NON CENTER FOR HUMANISTIC CHANGE INC 6,000
    FLINT HILL FARM EDUCATION CENTER
    1922 FLINT HILL ROAD SUITE A
    COOPERSBURG,PA18036     		NO RELATIONSHIP NON FLINT HILL FARM EDUCATION CENTER 2,000
    GIRL SCOUTS OF EASTERN PA
    330 MANOR ROAD
    LAFAYETTE HILL,PA19444     		NO RELATIONSHIP NON GIRL SCOUTS OF EASTERN PA 2,500
    PROJECT OF EASTON
    320 FERRY STREET
    EASTON,PA18042     		NO RELATIONSHIP NON PROECT OF EASTON 2,500
    MUHLENBERG COLLEGE
    2400 W CHEW STREET
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON MUHLENBERG COLLEGE 5,000
    PATH TO AUTONOMY EMERGENCY SHELTER
    7 N 9TH STREET
    STROUDSBURG,PA18360     		NO RELATIONSHIP NON PATH TO AUTONOMY EMERGENCY 2,500
    PHOEBE HOME
    1925 W TURNER STREET
    ALLENTOWN,PA18104     		NO RELATIONSHIP NON PHOEBE HOME 2,544
    VOLUNTEERS OF AMERICA
    730 UNION STREET
    ALLENTOWN,PA18101     		NO RELATIONSHIP NON VOLUNTEERS OF AMERICA 5,000
    YWCA BETHLEHEM
    3895 ADLER PLACE 180
    BETHLEHEM,PA18017     		NO RELATIONSHIP NON YWCA BETHLEHEM 3,000
    Total .................................bullet 3a 280,594
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 9  
    4 Dividends and interest from securities....     14 130,212  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        409,768
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   130,221 409,768
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    539,989
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    SYLVIA PERKIN PERPETUAL CHARITABLE TRUST
     
    LAW OFFICES OF PROKUP AND SWARTZ
    EIN:
    23-6792999
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      9,520 0 0 9,520

    TY 2020 LegalFeesSchedule
    Name:
    SYLVIA PERKIN PERPETUAL CHARITABLE TRUST
     
    LAW OFFICES OF PROKUP AND SWARTZ
    EIN:
    23-6792999
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      7,275 0 0 7,275


    TY 2020 OtherAssetsSchedule
    Name:
    SYLVIA PERKIN PERPETUAL CHARITABLE TRUST
     
    LAW OFFICES OF PROKUP AND SWARTZ
    EIN:
    23-6792999
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENTS 6,560,560 6,655,101 8,159,213


    TY 2020 OtherExpensesSchedule
    Name:
    SYLVIA PERKIN PERPETUAL CHARITABLE TRUST
     
    LAW OFFICES OF PROKUP AND SWARTZ
    EIN:
    23-6792999
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADJUSTMENTS DOE TO AMORTIZATION 7,382 7,382    
    ADJUSTMENTS DUE TO ACCRETION -1,177 -1,177    
    CAMDEN PROPERTY TRUST-RETURN OF CAPITAL 37 37    
    CROWN CASTLE INTL CO - RETURN OF CAPITAL 639 639    
    INVESTMENT ADVISORY FEES 64,427 64,427    
    OFFICE 561 561    


    TY 2020 TaxesSchedule
    Name:
    SYLVIA PERKIN PERPETUAL CHARITABLE TRUST
     
    LAW OFFICES OF PROKUP AND SWARTZ
    EIN:
    23-6792999
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORIEGN TAX WITHHOLDING 953 953