JONES FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JONES FAM FOUNDATION (EIN 06-6466491)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349104187
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:09:10-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 JEFFERSON STREET | AddressLine1Txt |
| City | BLUEFIELD | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 24701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066466491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JONES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONE | BusinessNameControlTxt |
| Phone | 7173097853 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 CARROLL ROAD | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION CORSARO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7173097853 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARION | PersonFirstNm |
| Person Last | CORSARO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J K SIMMONS | PreparerPersonNm |
| PTIN | P00545190 | PTIN |
| Phone | 3043258157 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $537,174 | 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 | $11,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $39,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,594 | 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 |
| Accounting Fees Rev And Expnss | $1,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,260 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,260 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $132 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,518 | CashBOYAmt |
| Cash EOY | $5,000 | CashEOYAmt |
| Cash EOYFMV | $5,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,781 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $141,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $163,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $263,936 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,391 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $214,547 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $196,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $182,066 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $456,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $452,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $537,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $142,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $142,379 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $314,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $310,309 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $456,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $452,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $456,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $452,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $456,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $452,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $452,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 2 SHS ALPHABET INC CL A | 2022-02-02 | $5,360 | $642 | $4,718 | $4,718 | |
| 50 SHS APPLE INC | 2022-02-02 | $8,638 | $1,930 | $6,708 | $6,708 | |
| 5 SHS BLACKROCK INC | 2022-02-02 | $4,077 | $1,640 | $2,437 | $2,437 | |
| 70 SHS HASBRO | 2022-04-21 | $6,191 | $6,969 | -$778 | -$778 | |
| 25 SHS PEPSICO INC COM | 2022-04-21 | $4,301 | $926 | $3,375 | $3,375 | |
| 5 SHS UNITED HEALTH GROUP | 2022-04-21 | $2,681 | $1,310 | $1,371 | $1,371 | |
| 25 SHS VANGUARD REAL ESTATE ETF | 2022-04-21 | $2,756 | $1,644 | $1,112 | $1,112 | |
| 75 SHS PFIZER INC COM | 2022-07-21 | $3,794 | $1,630 | $2,164 | $2,164 | |
| 100 SHS DOMINION ENERGY | 2022-10-24 | $6,447 | $6,898 | -$451 | -$451 | |
| 65 SHS ISHARES CORE US AGGREGATE BOND FUND | 2022-10-24 | $6,099 | $7,488 | -$1,389 | -$1,389 | |
| 40 SHS 3M CO | 2022-10-24 | $4,547 | $3,152 | $1,395 | $1,395 | |
| 340.827 SHS MFS INTERNATIONAL DIVERSIFICATION I | 2022-11-23 | $7,004 | $6,799 | $205 | $205 | |
| 760.871 SHS BAIRD SHORT-TERM BOND FUND | 2022-11-23 | $7,000 | $7,361 | -$361 | -$361 | |
| 25 SHS HONEYWELL INTL INC COM | 2022-11-25 | $5,436 | $2,762 | $2,674 | $2,674 | |
| 50 SHS MATERIALS SELECT SECTOR SPDR | 2022-11-25 | $4,059 | $1,962 | $2,097 | $2,097 | |
| 775.373 SHS BARON EMERGING MARKETS | 2022-12-12 | $10,281 | $9,125 | $1,156 | $1,156 | |
| CAPITAL GAINS DIVIDENDS | $728 | $728 | $728 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,161 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $476 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $476 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $476 | 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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | FIRST CITIZENS COMMUNITY BANK | IndividualWithBooksNm |
| Phone | 5706620463 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SOUTH MAIN STREET | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16933 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT E BOND | ||||||||
| 9000 COBURN DRIVE | KNOXVILLE | TN | 37922 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARION CORSARO | ||||||||
| 750 CARROLL ROAD | YORK | PA | 17403 | TRUSTEE | 0.00 | $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 | $564,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $588,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $588,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $579,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $476 | TotalTaxAmt |
| Distributable Before Adj | $28,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,988 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,988 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,512 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,524 | 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 | $13,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,193 | ExcessFromYear3Amt |
| Excess From Year2 | $2,112 | ExcessFromYear2Amt |
| Excess From Year1 | $207 | ExcessFromYear1Amt |
| Excess From Current Year | $10,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARION CORSARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 CARROLL ROAD | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7173097853 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION DETAILING HOW GRANT PROCEEDS WILL BE UTILIZED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO SPECIFIC RESTRICTIONS. GRANT MUST BE FOR CHARITABLE, EDUCATIONAL PURPOSES ETC. UNDER SEC. 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLOSS AREA SWIMMING ASSOCIATION | |||||||
| C/O FIRST CITIZENS 15 S MAIN ST | MANSFIELD | PA | 16933 | NONE | PUBLIC | CHARITABLE | $23,000 |
| BLOSSBURG MEMORIAL LIBRARY | |||||||
| 307 MAIN STREET | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BLOSSBURG UNITED METHODIST CHURCH | |||||||
| PO BOX 17 | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $4,000 |
| BLOSSBURG VIBE FOOD PANTRY | |||||||
| PO BOX 126 | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CATHOLIC HARVEST FOOD PANTRY | |||||||
| 628 E MARKET STREET | YORK | PA | 17403 | NONE | PUBLIC | CHARITABLE | $1,000 |
| MARTIN LIBRARY | |||||||
| 159 E MARKET ST | YORK | PA | 17401 | NONE | PUBLIC | CHARITABLE | $5,500 |
| RESTORATION HOUSE OF EAST TN | |||||||
| 2205 VILLAGE PLACE WAY | KNOXVILLE | TN | 37923 | NONE | PUBLIC | CHARITABLE | $1,500 |
| UNIVERSITY OF TENNESSEE | |||||||
| 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | NONE | PUBLIC | EDUCATIONAL | $1,500 |
| YORK SUBURBAN EDUCATION FOUNDATION | |||||||
| 1800 HOLLYWOOD DRIVE | YORK | PA | 17403 | NONE | PUBLIC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | 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 | $11,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,161 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR CONTRIBUTION | Desc |
| Related Or Exempt Function Incm | $500 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,594 | ExclusionAmt |
| Related Or Exempt Function Incm | $500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,094 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURN OF PRIOR YEAR CONTRIBUTION | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN, EDWARDS & COMPANY, L.L.P. PREPARATION OF FORM 990-PF | CategoryTxt |
| Amt | $1,980 | Amt |
| Net Investment Income | $1,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS 3.25% DUE 2/1/25 | $25,212 | $24,280 |
| GILEAD SCIENCES 2.50% DUE 9/1/23 | $24,552 | $24,576 |
| JP MORGAN CHASE 3.625% | $25,584 | $24,535 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $6,389 | $8,889 |
| ADOBE SYSTEMS INC | $7,422 | $8,413 |
| ALPHABET INC CL A | $1,924 | $10,588 |
| AMAZON.COM | $7,138 | $6,720 |
| APPLE INC | $3,474 | $11,694 |
| BLACKROCK INC | $4,919 | $10,629 |
| CADENCE DESIGN SYSTEMS INC. | $7,505 | $8,032 |
| CHEVRON CORPORATION COM | $3,387 | $13,462 |
| CISCO SYSTEMS INC COM | $3,585 | $3,573 |
| HONEYWELL INTL INC COM | $5,525 | $10,715 |
| JP MORGAN CHASE & CO | $6,424 | $8,716 |
| MASCO CORP | $4,282 | $3,500 |
| MATERIALS SELECT SECTOR SPDR | $1,962 | $3,884 |
| MCDONALDS CORP COM | $587 | $5,271 |
| MEDTRONIC INC | $3,519 | $5,829 |
| MICROSOFT CORP COM | $1,494 | $13,190 |
| PAYPAL HOLDINGS INC | $1,614 | $3,561 |
| PEPSICO INC COM | $2,038 | $9,936 |
| PFIZER INC COM | $2,934 | $6,917 |
| PROCTER & GAMBLE CO COM | $4,926 | $11,367 |
| STARBUCKS | $6,782 | $9,920 |
| UNITED HEALTH GROUP | $5,240 | $10,604 |
| US BANCORP DEL COM NEW | $5,906 | $8,286 |
| VIATRIS INC | $8 | $10 |
| VISA INC | $6,320 | $7,272 |
| WALT DISNEY CO | $6,504 | $4,344 |
| VERIZON COMMUNICATIONS | $3,708 | $3,940 |
| GENERAL MOTORS CO | $3,944 | $2,523 |
| BANK OF AMERICA CORPORATION COM | $4,629 | $3,312 |
| CITIGROUP INC | $5,178 | $5,428 |
| HEALTHPEAK PROPERTIES INC | $3,495 | $2,507 |
| CVS HEALTH CORP | $4,791 | $4,659 |
| JOHNSON & JOHNSON COM | $3,842 | $14,132 |
| JACOBS SOLUTIONS INC | $9,113 | $8,405 |
| PAYCHEX INC COM | $5,836 | $5,778 |
| TEXAS INSTRUMENTS INC | $3,861 | $4,130 |
| FREEPORT-MCMORAN INC | $2,946 | $3,800 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAIRD SHORT-TERM BOND FUND | AT COST | $32,770 | $31,231 |
| FEDERATED TOTAL RETURN BOND FUND | AT COST | $15,498 | $12,567 |
| ISHARES CORE US AGGREGATE BOND FUND | AT COST | $38,590 | $32,492 |
| ISHARES GOLD TRUST ETF | AT COST | $5,265 | $5,188 |
| ISHARES S&P MIDCAP 400 ETF | AT COST | $24,114 | $24,189 |
| ISHARES RUSSELL 2000 INDEX | AT COST | $13,224 | $10,462 |
| MFS INTERNATIONAL DIVERSIFICATION I | AT COST | $30,294 | $30,720 |
| VANGUARD GNMA FUND | AT COST | $19,954 | $17,224 |
| VANGUARD REAL ESTATE ETF | AT COST | $6,579 | $8,248 |
| VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $10,120 | $9,745 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR CONTRIBUTION | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIRST CITIZENS COMMUNITY BANK TRUST DEPT. FEE | CategoryTxt |
| Amt | $2,260 | Amt |
| Net Investment Income | $2,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHOLDING | CategoryTxt |
| Amt | $132 | Amt |
| Net Investment Income | $132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |