JOSEPH T AND HELEN M SIMPSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH T AND HELEN M SIMPSON FOUNDATION (EIN 23-6242538)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202521269349101607
- Schema version
- 2024v5.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T10:01:24-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236242538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH T AND HELEN M SIMPSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 7172552174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUFACTURERS TRADERS TRUST CO | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 7172552174 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $5,644,682 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,536 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,536 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $331,781 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $914,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $331,781 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $423,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $423,020 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,224 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $89,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,674 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $134,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $271,183 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $271,183 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $271,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $312,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,464 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,890,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,108,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,523,218 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,203,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,229,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,644,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,203,117 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,229,700 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,203,117 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,229,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,203,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,229,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,203,117 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,685 | OtherIncreasesAmt |
| Subtotal | $3,230,456 | SubtotalAmt |
| Other Decreases | $756 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,229,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4. ANALOG DEVICES INC COM | 2015-01-26 | 2024-04-26 | $804 | $215 | $589 | $589 | |
| 5. APPLE COMPUTER INC COM | 2006-11-27 | 2024-04-26 | $853 | $16 | $837 | $837 | |
| 46. APPLE COMPUTER INC COM | 2006-11-27 | 2024-12-30 | $11,567 | $150 | $11,417 | $11,417 | |
| 1. BLACKROCK INCORPORATED CLASS A | 2018-08-20 | 2024-04-26 | $763 | $475 | $288 | $288 | |
| 2. BROADCOM INC | 2018-08-20 | 2024-04-26 | $2,689 | $414 | $2,275 | $2,275 | |
| 467. CVS CORP COM | 2004-02-23 | 2024-05-09 | $25,675 | $8,912 | $16,763 | $16,763 | |
| 268. CITIGROUP INC | 2015-01-26 | 2024-02-02 | $14,865 | $13,626 | $1,239 | $1,239 | |
| 483. COMCAST CORP | 2018-08-20 | 2024-04-26 | $18,544 | $17,127 | $1,417 | $1,417 | |
| 18. COSTCO WHOLESALE CORP COM | 2018-08-20 | 2024-04-26 | $13,102 | $4,099 | $9,003 | $9,003 | |
| 66.065 DIAMOND HILL LARGE-CAP CL Y | 2023-12-14 | 2024-03-12 | $2,244 | $2,114 | $130 | $130 | |
| 2860.351 DIAMOND HILL LARGE-CAP CL Y | 2021-04-05 | 2024-03-12 | $97,138 | $98,037 | -$899 | -$899 | |
| 2. FEDEX CORP COM | 2015-01-26 | 2024-04-26 | $532 | $352 | $180 | $180 | |
| 80.582 T ROWE PRICE LG-CAP GR FD CL I | 2023-12-15 | 2024-09-27 | $6,576 | $5,222 | $1,354 | $1,354 | |
| 1463.346 T ROWE PRICE LG-CAP GR FD CL I | 2015-01-26 | 2024-09-27 | $119,424 | $43,461 | $75,963 | $75,963 | |
| 16. INTUIT INC COM | 2022-03-28 | 2024-04-26 | $10,135 | $7,426 | $2,709 | $2,709 | |
| 4. J P MORGAN CHASE & CO COM | 2015-01-26 | 2024-04-26 | $776 | $227 | $549 | $549 | |
| 152. JOHNSON & JOHNSON COM | 1996-06-25 | 2024-04-26 | $22,245 | $5,866 | $16,379 | $16,379 | |
| 96. LAUDER ESTEE CO CL A | 2018-08-20 | 2024-10-31 | $6,371 | $13,512 | -$7,141 | -$7,141 | |
| 75. LOWES COS INC COM | 2013-10-25 | 2024-04-26 | $17,326 | $3,767 | $13,559 | $13,559 | |
| 56. MICROSOFT CORP COM | 2018-08-20 | 2024-02-02 | $22,945 | $5,976 | $16,969 | $16,969 | |
| 12. MICROSOFT CORP COM | 2018-08-20 | 2024-04-26 | $4,914 | $1,281 | $3,633 | $3,633 | |
| 4734.403 MS ADVISOR FD-GROWTH CLASS R6 | 2015-01-26 | 2024-03-12 | $195,815 | $199,043 | -$3,228 | -$3,228 | |
| 295. OMNICOM GROUP INC COM | 2015-01-26 | 2024-02-02 | $26,500 | $21,880 | $4,620 | $4,620 | |
| 6. ORACLE CORPORATION COM | 2015-01-26 | 2024-04-26 | $708 | $263 | $445 | $445 | |
| 2. SHERWIN WILLIAMS CO COM | 2018-08-20 | 2024-04-26 | $613 | $295 | $318 | $318 | |
| 103. VALERO ENERGY CORP COM | 2018-11-01 | 2024-04-26 | $17,072 | $9,093 | $7,979 | $7,979 | |
| 3.782 VANGUARD #94 INSTITUTIONAL INDEX | 2023-03-23 | 2024-03-12 | $1,619 | $1,246 | $373 | $373 | |
| 11.615 VANGUARD #94 INSTITUTIONAL INDEX | 2023-12-27 | 2024-03-12 | $4,973 | $4,581 | $392 | $392 | |
| 124.744 VANGUARD #94 INSTITUTIONAL INDEX | 2015-01-26 | 2024-03-12 | $53,408 | $31,595 | $21,813 | $21,813 | |
| 2.379 VANGUARD #94 INSTITUTIONAL INDEX | 2024-03-22 | 2024-09-27 | $1,123 | $1,024 | $99 | $99 | |
| 177.664 VANGUARD #94 INSTITUTIONAL INDEX | 2015-01-26 | 2024-09-27 | $83,877 | $33,520 | $50,357 | $50,357 | |
| 147. VANGUARD GLBL EX-US REAL EST | 2018-08-21 | 2024-09-27 | $6,958 | $8,455 | -$1,497 | -$1,497 | |
| 367. VANGUARD REAL ESTATE ETF | 2015-01-26 | 2024-09-27 | $35,568 | $28,483 | $7,085 | $7,085 | |
| 4. ZOETIS INC | 2018-08-20 | 2024-04-26 | $634 | $369 | $265 | $265 | |
| 74. WILLIS TOWERS WATSON PLC | 2018-09-21 | 2024-04-26 | $18,481 | $11,010 | $7,471 | $7,471 | |
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P | |||||
| CAPITAL GAIN DIVIDENDS | $68,076 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $331,781 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,023 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,023 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,123 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & T BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172552174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| M T BANK | ||||||
| PO BOX 1504 | BUFFALO | NY | 14240 | TRUSTEE | 1 | $30,700 |
| HUGH J T SIMPSON | ||||||
| 165 CHESTNUT GROVE ROAD STE C3 | DILLSBURG | PA | 17019 | EXECUTIVE DIRECTOR | 1 | $12,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,290,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,907 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,524,095 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,524,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,441,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,023 | TotalTaxAmt |
| Distributable Before Adj | $268,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $271,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $271,183 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $271,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,458 | 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 | $7,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $4,314 | ExcessFromYear1Amt |
| Excess From Current Year | $3,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DAUPHIN COUNTY LIBRARY SYSTEMS | ||||||||
| 101 WALNUT ST | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $500 | |
| WITF | ||||||||
| PO BOX 1333 | HARRISBURG | PA | 171051333 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| PO BOX 797 | ASHLAND | MT | 59003 | NONE | PC | PUBLIC SUPPORT | $1,000 | MAJOR AND PLANNED GIVING DEPARTMENT |
| MENTAL HEALTH ASSN OF CAPITAL RGN | ||||||||
| 200 NORTH THIRD STREET | HARRISBURG | PA | 17101 | NONE | PC | MENTAL HEALTH EDUCATION AND | $500 | |
| BETHESDA MISSION | ||||||||
| 611 REILLY STREET | HARRISBURG | PA | 17102 | NONE | CHARITABLE WORK | PUBLIC SUPPORT | $1,500 | |
| BOYS AND GIRLS CLUB OF | ||||||||
| 1227 BERRYHILL STREET | HARRISBURG | PA | 17104 | NONE | PC | PUBLIC SUPPORT | $6,000 | CENTRAL PA |
| HARRISBURG AREA RIVERBOAT | ||||||||
| PO BOX 910 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $500 | SOCIETY |
| HARRISBURG CHORAL | ||||||||
| PO BOX 450 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $300 | SOCIETY |
| HARRISBURG SYMPHONY | ||||||||
| 800 CORPORATE CIRCLE | HARRISBURG | PA | 17110 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $7,500 | ASSOCIATION |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $2,500 | |
| VETERANS OUTREACH OF PA | ||||||||
| 6471 CARLISLE PIKE | MECHANICSBURG | PA | 17050 | NONE | PC | PUBLIC SUPPORT | $15,000 | COMPANY |
| UNITED WAY OF THE CAPITAL REGION (MA | ||||||||
| 2235 MILLENIUM WAY | ENOLA | PA | 17025 | NONE | PC | PUBLIC SUPPORT | $15,000 | |
| SONSHINE MINISTRIES | ||||||||
| PO BOX 902 | HARRISBURG | PA | 17103 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| NED SMITH CENTER FOR NATURE AND ART | ||||||||
| 176 WATER COMPANY RD | MILLERSBURG | PA | 17061 | NONE | PC | SUPPORT | $1,000 | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||
| HOLLINGS CANCER CENTER | CHARLESTON | SC | 29425 | NONE | PC | SUPPORT | $1,000 | |
| SUSQUEHANNA CHORALE | ||||||||
| PO BOX 324 | HERSHEY | PA | 17033 | NONE | PC | SUPPORT | $5,000 | |
| KEYSTONE HUMAN SERVICES | ||||||||
| 1078 GRAVEL HILL ROAD | GRANTVILLE | PA | 17028 | NONE | PC | SUPPORT | $1,000 | SUSQUEHANNA SERVICE DOGS |
| MCDANIEL COLLEGE | ||||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| OPEN STAGE OF HARRISBURG | ||||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $750 | |
| WXPN | ||||||||
| 3025 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | PUBLIC SUPPORT | $500 | |
| HARRISBURG SHAKESPEARE FESTIVAL | ||||||||
| 15 NORTH 4TH STREET | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $500 | |
| HISTORICAL SOCIETY OF DAUPHIN COUNTY | ||||||||
| 219 S FRONT STREET | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $500 | |
| MECHANICSBURG AREA | ||||||||
| PO BOX 1093 | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $2,000 | MEALS ON WHEELS INC |
| UCP CENTRAL PA | ||||||||
| 55 UTLEY DRIVE | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $1,400 | |
| WETA | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | PUBLIC SUPPORT | $550 | |
| CENTRAL PA FOOD BANK | ||||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| CAPITAL AREA SCHOOL FOR THE ARTS | ||||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PC | EDUCATION | $1,000 | |
| COMMONWEALTH FOUNDATION | ||||||||
| 225 STATE STREET SUITE 302 | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC AWARENESS | $1,000 | |
| STATE STREET ACADEMY OF MUSIC | ||||||||
| 110 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | EDUCATION | $500 | |
| CUMBERLAND COUNTY HISTORICAL | ||||||||
| 21 N PITT STREET | CARLISLE | PA | 17013 | NONE | PC | PUBLIC SUPPORT | $800 | SOCIETY |
| RONALD MCDONALD HOUSE OF CENTRAL PA | ||||||||
| 745 W GOVERNOR ROAD | HERSHEY | PA | 17033 | NONE | PC | PUBLIC SUPPORT | $3,700 | |
| HOMELAND CENTER | ||||||||
| 1901 N FIFTH STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL OPERATING | $4,500 | |
| WRTI-FM | ||||||||
| 1509 CECIL B MOORE AVE 3RD FL | PHILADELPHIA | PA | 19121 | NONE | PC | GENERAL OPERATING | $500 | |
| UNITED METHODIST HOME FOR CHILDREN | ||||||||
| 5120 SIMPSON FERRY ROAD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $750 | |
| HEALTH MINISTRIES OF CHRIST | ||||||||
| 124 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $2,000 | LUTHERAN CHURCH |
| CAPITAL REGION LITERACY COUNCIL | ||||||||
| PO BOX 60723 | HARRISBURG | PA | 171060723 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| FUND FOR JOHNS HOPKINS MEDICINE | ||||||||
| 750 E PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | NONE | PC | GENERAL SUPPORT | $1,000 | ATTN KIMMEL CANCER CENTER (DR HANN) |
| HOSPICE OF CENTRAL PENNSYLVANIA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $2,000 | |
| HUMANE SOCIETY OF HARRISBURG | ||||||||
| 7790 GRAYSON ROAD | HARRISBURG | PA | 17111 | NONE | PC | PUBLIC SUPPORT | $500 | |
| SALVATION ARMY | ||||||||
| 506 S 29TH STREET | HARRISBURG | PA | 171042105 | NONE | PC | PUBLIC SUPPORT | $3,500 | |
| SUSQUEHANNA ART MUSEUM | ||||||||
| 1401 N THIRD STREET | HARRISBURG | PA | 17102 | NONE | PC | PUBLIC SUPPORT | $6,000 | |
| THEATRE HARRISBURG | ||||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 171101489 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| HUMMELSTOWN HISTORICAL SOCIETY | ||||||||
| 32 WEST MAIN STREET | HUMMELSTOWN | PA | 17036 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| HARVARD SQUARE COLLEGE FINANCIAL ADV | ||||||||
| 5490 SMITH DRIVE | MECHANICSBURG | PA | 17050 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| SKI ROUNDTOP RACING CLUB | ||||||||
| 1211 BROOKWAY DRIVE | YORK | PA | 17403 | NONE | PC | PUBLIC SUPPORT | $500 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC SUPPORT | $300 | |
| GIRL SCOUTS OF CONNECTICUT | ||||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PC | PUBLIC SUPPORT | $1,000 | CAMPERSHIP FUND |
| THE CHRISTIAN SCHOOL OF GRACE | ||||||||
| 777 W NORTH STREET | CARLISLE | PA | 17013 | NONE | PC | PUBLIC SUPPORT | $1,000 | BAPTIST CHURCH |
| NEW HOPE MINISTRIES | ||||||||
| 99 W CHURCH STREET | DILLSBURG | PA | 17019 | NONE | PC | PUBLIC SUPPORT | $12,333 | |
| THREE STAR FOUNDATION | ||||||||
| 6003 JONESTON ROAD | HARRISBURG | PA | 17112 | NONE | PC | PUBLIC SUPPORT | $3,000 | |
| CAPITAL AREA DREAM CENTER | ||||||||
| PO BOX 5537 | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $6,000 | |
| LEADING INMATES IN FAITH & EDUCATION | ||||||||
| 4 WEST STREET OFFICE A | NEWVILLE | PA | 17241 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| DOWNTOWN DAILY BREAD | ||||||||
| 310 N THIRD STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CAPITAL AREA THERAPEUTIC RIDING ASOC | ||||||||
| 168 STATION ROAD | GRANTVILLE | PA | 17028 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| SUNSHINE MINISTRIES | ||||||||
| PO BOX 902 | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| GOODWILL KEYSTONE AREA | ||||||||
| 1150 GOODWILL DRIVE | HARRISBURG | PA | 171012432 | NONE | PC | GENERAL OPERATING | $3,500 | |
| AMERICAN RED CROSS OF THE | ||||||||
| 1804 N SIXTH STREET | HARRISBURG | PA | 17102 | NONE | PC | PUBLIC SUPPORT | $1,500 | SUSQUEHANNA VALLEY |
| JOSEPH T SIMPSON PUBLIC LIBRARY | ||||||||
| 16 N WALNUT STREET | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $17,000 | |
| NATIVITY SCHOOL OF HARRISBURG | ||||||||
| 2101 NORTH 5TH STREET | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MEDARD'S HOUSE | ||||||||
| 1120 DREXEL HILLS BLVD | NEW CUMBERLAND | PA | 17070 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| CAMP HEBRON | ||||||||
| 957 CAMP HEBRON ROAD | HALIFAX | PA | 17032 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| GREENLIGHT OPERATION | ||||||||
| 2645 LISBURN ROAD | CAMP HILL | PA | 17011 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| ELIM BIBLE INSTITUTE & COLLEGE | ||||||||
| 7245 COLLEGE STREET | LIMA | NY | 14485 | NONE | PC | SCHOLARSHIP | $1,000 | |
| JOSHUA GROUP | ||||||||
| 1442 MARKET STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| PA DREAM HOUSE | ||||||||
| 1323 STATE STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $8,500 | |
| WILDHEART MINISTRIES | ||||||||
| 333 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| TUNNEL TO TOWER FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GIRL SCOUTS IN THE HEART OF PA | ||||||||
| 350 HALE AVENUE | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $500 | |
| FOUNDATION FOR ENHANCING COMMUNITIES | ||||||||
| PO BOX 678 | HARRISBURG | PA | 17108 | NONE | PC | JTS SCHOLARSHIP | $11,500 | JTS SCHOLARSHIP |
| CHRISTIAN SERVICES COUNSELING CENTER | ||||||||
| 701 WALNUT BOTTOM ROAD | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CENTRAL PA YOUTH BALLET | ||||||||
| 5 NORTH ORANGE STREET | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CENTER FOR CHAMPIONS | ||||||||
| PO BOX 4231 | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MESSIAH COLLEGE | ||||||||
| ONE COLLEGE AVENUE | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 1249 COCOA AVENUE 115 | HERSHEY | PA | 17033 | NONE | PC | GENERAL SUPPORT | $1,000 | PENN STATE MS HERSHEY |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 THIRD AVENUE | NEW YORK | NY | 101644557 | NONE | PC | GENERAL SUPPORT | $800 | |
| MARKET SQUARE CHURCH | ||||||||
| 20 S SECOND STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PINNACLE HEALTH AUXILIARY | ||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | NONE | PC | GENERAL SUPPORT | $25,500 | |
| WEDNESDAY CLUB SCHOLARSHIP FUND | ||||||||
| PO BOX 524 | CAMP HILL | PA | 17001 | NONE | PC | GENERAL SUPPORT | $500 | |
| YMCA HARRISBURG AREA | ||||||||
| 805 N FRONT STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| YMCA WEST SHORE | ||||||||
| 410 FALLOWFIELD ROAD | CAMP HILL | PA | 17011 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| YWCA OF GREATER HARRISBURG | ||||||||
| 1101 MARKET STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $2,000 | JOHN CRAIN KUNKEL CENTER |
| MARKET SQUARE CONCERTS | ||||||||
| PO BOX 1292 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| WORLD SURGICAL FOUNDATION INC | ||||||||
| PO BOX 1006 | CAMP HILL | PA | 17001 | NONE | PC | PUBLIC SUPPORT | $2,000 | |
| RADIANT HOPE INC | ||||||||
| 48 CENTRAL BLVD | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $500 | |
| CUMBERLAND PERRY ASSOCIATION | ||||||||
| 262 SILVER SPRINGS ROAD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $1,000 | FOR RETARDED CITIZENS (CIT) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $271,183 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,536 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $331,781 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $423,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $423,673 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $756 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $89,674 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $89,674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $955 |
| ROUNDING/COST BASIS ADJUSTMENT | $89 |
| RECOVERY OF FUNDS TRANSFERRED IN ERROR | $8,641 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $338 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $900 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $646 | $646 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $578 | $578 | $0 |