FULTON FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: FULTON FAMILY FOUNDATION (EIN 23-3100987)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-26
IRS object ID: 202601469349100130
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
Form 990-PF
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-26T13:07:16-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	231551315	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TROUT CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1705 OREGON PIKE	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17601	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	233100987	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FULTON FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FULT	BusinessNameControlTxt
Phone	7174687391	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 RANDOLPH DRIVE	AddressLine1Txt
City	LITITZ	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17543	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY FULTON GINGRICH	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7174687391	PhoneNum
Signature	2026-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NELSON RANDALL WEAVER	PreparerPersonNm
PTIN	P00728600	PTIN
Phone	7175692900	PhoneNum
Preparation	2026-05-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,924,917	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$30,163	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$30,163	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$63,717	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$124,891	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$63,717	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$93,880	TotalRevAndExpnssAmt
Total Net Invst Incm	$93,880	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$18,340	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$18,340	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,382	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,382	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$4,832	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4,832	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$26,554	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$26,554	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$118,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$118,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$145,254	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$26,554	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$118,700	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$51,374	ExcessRevenueOverExpensesAmt
Net Investment Income	$67,326	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,200	CashBOYAmt
Cash EOY	$2,669	CashEOYAmt
Cash EOYFMV	$2,669	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$129,646	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$85,734	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$85,734	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,461,572	CorporateStockBOYAmt
Corporate Stock EOY	$1,454,641	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,836,514	CorporateStockEOYFMVAmt
Total Assets BOY	$1,594,418	TotalAssetsBOYAmt
Total Assets EOY	$1,543,044	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,924,917	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,594,418	CapitalStockBOYAmt
Capital Stock EOY	$1,543,044	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,594,418	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,543,044	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,594,418	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,543,044	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,594,418	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$51,374	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,543,044	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,543,044	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
Acquired	2023-07-18	AcquiredDt
Sold	2025-12-31	SoldDt
Gross Sales Price	$124,891	GrossSalesPriceAmt
Cost Or Other Basis	$61,174	CostOrOtherBasisAmt
Gain Or Loss	$63,717	GainOrLossAmt
Gains Minus Excess Or Losses	$63,717	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$63,717	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$936	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$936	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$936	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$418	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$418	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$518	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	KATHRINE FULTON	IndividualWithBooksNm
Phone	7174687391	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	550 RANDOLPH DRIVE	AddressLine1Txt
City	LITITZ	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17543	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY FULTON GINGRICH
550 RANDOLPH DRIVE	LITITZ	PA	17543	PRESIDENT/TREASURER	3.00	$0	$0	$0
ANN M FULTON
519 HAMILTON ROAD	LANCASTER	PA	17603	SECRETARY	3.00	$0	$0	$0
JUDY FULTON
550 RED MAPLE WAY	LANCASTER	PA	17603	BOARD MEMBER	3.00	$0	$0	$0
KATHERINE FULTON
550 RANDOLPH DRIVE	LITITZ	PA	17543	TREASURER	3.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,747,690	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$83,864	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,831,554	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,831,554	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$27,473	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,804,081	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$90,204	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$90,204	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$936	TaxBasedOnInvestmentIncomeAmt
Total Tax	$936	TotalTaxAmt
Distributable Before Adj	$89,268	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$89,268	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$89,268	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$118,700	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$118,700	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$89,268	DistributableAsAdjustedAmt
Undistributed Income PY	$23,377	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$118,700	QualifyingDistributionsAmt
Applied To Year1	$23,377	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$89,268	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$6,055	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$6,055	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,055	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$6,055	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MARY FULTON GINGRICH	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	550 RANDOLPH DRIVE	AddressLine1Txt
City	LITITZ	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17543	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7175604908	RecipientPhoneNum
Form And Info And Materials	CONTACT THE PRESIDENT AT THE ADDRESS ABOVE	FormAndInfoAndMaterialsTxt
Submission Deadlines	CONTACT THE PRESIDENT AT THE ADDRESS ABOVE	SubmissionDeadlinesTxt
Restrictions On Awards	CONTACT THE PRESIDENT AT THE ADDRESS ABOVE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AARON'S ACRES
1861 CHARTER LANE SUITE 114	LANCASTER	PA	17601	N/A	PC	SUMMER CAMP	$5,000
BENCH MARK PROGRAM
PO BOX 4232	LANCASTER	PA	17604	N/A	PC	GYM WORKSHOP	$10,000
BOYS AND GIRLS CLUB OF LANCASTER INC
116 SOUTH WATER ST	LANCASTER	PA	17603	N/A	PC	MUSIC PROGRAM	$10,000
GIRLS ON THE RUN OF LANCASTER
PO BOX 262	LANDISVILLE	PA	17538	N/A	PC	GENERAL OPERATIONS	$5,000
HOMESTEAD VILLAGE
1800 VILLAGE CIRCLE	LANCASTER	PA	17603	N/A	PC	CAPITAL CAMPAIGN	$5,000
LANCASTER COMMUNITY SAFETY COALITION
PO BOX 1591	LANCASTER	PA	17608	N/A	PC	COMMUNITY CRIME PREVENTION CAMPAIGN	$5,000
LANCASTER COUNTY FOOD HUB
812 N QUEEN STREET	LANCASTER	PA	17603	N/A	PC	CAMPAIGN	$5,000
LANCASTER COUNTY PROJECT FOR THE NEEDY
5813 WILD LILAC DRIVE	EAST PETERSBURG	PA	17520	N/A	PC	OPERATIONS	$3,000
LANCASTER EDUCATION FOUNDATION
445 N RESERVOIR STREET	LANCASTER	PA	17602	N/A	PC	HOOKED ON BOOKS	$5,000
LANCASTER FARMLAND TRUST
125 LANCASTER AVE	STRASBURG	PA	17579	N/A	PC	HONORING THE PROMISE CAMPAIGN	$5,000
LANCASTER GENERAL HEALTH FOUNDATION
609 N CHERRY STREET	LANCASTER	PA	17602	N/A	PC	GENERAL OPERATIONS	$10,000
LANCASTER PUBLIC LIBRARY
125 N DUKE ST	LANCASTER	PA	17602	N/A	PC	GENERAL OPERATIONS	$5,000
LANCASTER SCIENCE CENTER
454 NEW HOLLAND AVE	LANCASTER	PA	17602	N/A	PC	PRE-K PROGRAM	$10,000
LANCHISTORYORG
230 N PRESIDENT AVE	LANCASTER	PA	17603	N/A	PC	GENERAL OPERATIONS	$10,000
LCDS
725 HAMILTON ROAD	LANCASTER	PA	17603	N/A	PC	ROCK FUND	$5,000
MILAGRO HOUSE
669 W CHESTNUT STREET	LANCASTER	PA	17603	N/A	PC	EDUCATIONAL PROGRAMS	$3,000
SCHREIBER CENTER FOR PEDIATRIC DEVELOPMENT
625 COMMUNITY WAY	LANCASTER	PA	17603	N/A	PC	CAPITAL CAMPAIGN	$5,000
THE COMMON WHEEL
324 NORTH QUEEN STREET	LANCASTER	PA	17603	N/A	PC	EARN A BIKE PROGRAM	$5,000
THE EDIBLE CLASSROOM
54 PENN STREET	WASHINGTON BORO	PA	17582	N/A	PC	GENERAL OPERATIONS	$3,000
THE OCCUPATIONAL DEVEL CENTER
640 MARTHA AVE	LANCASTER	PA	17601	N/A	PC	TABLES	$4,000
YMCA OF THE ROSES
265 HARRISBURG PIKE	LANCASTER	PA	17603	N/A	PC	WINDOW BLINDS	$700

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$118,700	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30,163	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$63,717	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$93,880	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$93,880	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$1,454,641	EOYBookValueAmt
EOYFMV	$1,836,514	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	PROFESSIONAL FEES	Desc
Revenue And Expenses Per Books	$4,832	RevenueAndExpensesPerBooksAmt
Net Investment Income	$4,832	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	MGMT FEES	CategoryTxt
Amt	$18,340	Amt
Net Investment Income	$18,340	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	CategoryTxt
Amt	$3,382	Amt
Net Investment Income	$3,382	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt