THE VAN HORN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE VAN HORN FOUNDATION (EIN 20-8246406)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349103142
- Schema version
- 2024v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T14:43:28-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472723222 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN T KELLY CPA & ASSOC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 N SCOTT ST | AddressLine1Txt |
| City | CARBONDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18407 | 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 | 208246406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VAN HORN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANH | BusinessNameControlTxt |
| Phone | 5702538506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WAYNE BANK 717 MAIN STREET | AddressLine1Txt |
| City | HONESDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-05-12 | SignatureDt |
| 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 | BRIAN T KELLY CPA | PreparerPersonNm |
| PTIN | P00244730 | PTIN |
| Phone | 5702822800 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $705,171 | 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 |
| Interest On Sav Rev And Expnss | $540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,559 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,561 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,781 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,780 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $945 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $274 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,151 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $285,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $266,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $546,058 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,224 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,480 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,738 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $359,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,767 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $705,171 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $359,448 | RetainedEarningBOYAmt |
| Retained Earning EOY | $357,767 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $357,767 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $357,767 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $357,767 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $357,767 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 80 SHS GSK PLC SPONS ADR | P | 2015-02-09 | 2024-03-18 | $3,371 | $3,978 | -$607 | -$607 |
| 50SHS MSC INDL DIRECT INC CL A | P | 2007-10-18 | 2024-03-18 | $4,842 | $2,427 | $2,415 | $2,415 |
| 170 SHS DUPONT DE NEMOURS INC COM | P | 2013-01-12 | 2024-03-21 | $12,755 | $9,198 | $3,557 | $3,557 |
| 50 SHS ANALOG DEVISES INC COM | P | 2009-05-19 | 2024-11-04 | $11,292 | $1,036 | $10,256 | $10,256 |
| 50 SHS DARDEN RESTAURANTS INC COM | P | 2013-04-01 | 2024-11-04 | $7,966 | $2,282 | $5,684 | $5,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $525 | SubtotalAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $525 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $525 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $15 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5702538506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 MAIN STREET | AddressLine1Txt |
| City | HONESDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18431 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WAYNE BANK | ||||||||
| 717 MAIN STREET | HONESDALE | PA | 18431 | TRUSTEE | 1.00 | $7,561 | $0 | $0 |
| JOHN VAN HORN | ||||||||
| 402 MIDDLE CREEK ROAD | HONESDALE | PA | 18431 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARY ELLEN LUTHY | ||||||||
| PO BOX 5 | POINT PLEASANT BEACH | NJ | 08742 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MELLISSA WERTMAN | ||||||||
| 276 MILL BROOK ROAD | WAYMART | PA | 18472 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION PROVIDES FUNDING FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES BY MAKING CONTRIBUTIONS TO CHARITAABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $34,460 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $671,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $680,659 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $680,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $670,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $32,997 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,997 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,997 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,185 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,997 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $769 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,811 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,185 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,188 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,555 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $769 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,549 | ExcessFromYear4Amt |
| Excess From Year3 | $4,626 | ExcessFromYear3Amt |
| Excess From Year2 | $5,612 | ExcessFromYear2Amt |
| Excess From Year1 | $2,811 | ExcessFromYear1Amt |
| Excess From Current Year | $6,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 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 |
|---|---|---|---|---|---|---|---|---|
| COMMON GROUND ON THE HILL | ||||||||
| WMC BOX 1296 | WESTMINSTER | MD | 21157 | NONE | CHAR ORG | SCHOLARSHIP FUNDS | $5,000 | |
| DEEP WELL PROJECT | ||||||||
| 154A BEACH CITY ROAD | HILTON HEAD ISLAND | SC | 29926 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $2,000 | |
| FRIENDS OF EAST BROADTOP RR | ||||||||
| 784 TANAGER DRIVE | STATE COLLEGE | PA | 16803 | NONE | NON PROF | RESTORATION | $1,000 | |
| HONESDALE EMERGENCY PANTRY | ||||||||
| 100 FOURTH ST | HONESDALE | PA | 18431 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $1,000 | |
| MCDANIEL COLLEGE | ||||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZAITON | $3,560 | |
| MONMOUTH UNIVERSITY | ||||||||
| 400 CEDAR AVE | WEST LONG BRANCH | NJ | 07764 | NONE | 501C3 | FURTHER THE MISSION OF ORGANIZATION | $500 | |
| OLGA & DOROTHEA DESSIN | ||||||||
| MILLER ROAD | HONESDALE | PA | 18431 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $500 | SPCA |
| POINT PLEASANT PRESBYTERIAN CHURCH | ||||||||
| 701 FORMAN AVE | POINT PLEASANT | NJ | 08742 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $2,400 | |
| SALVATION ARMY | ||||||||
| PO BOX 266 | PEMBERTON | NJ | 08068 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $2,000 | |
| SANDALWOOD COMMUNITY FOOD PANTRY | ||||||||
| 8 HUNTER ROAD | HILTON HEAD ISLAND | SC | 29926 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $500 | |
| SOUTH CAROLINA COASTAL CONSERVATION | ||||||||
| 131 SPRING ST | CHARLESTON | SC | 29403 | NONE | NON PROFIT | FURTHER MISSION OF ORGANIZATION | $1,000 | LEAGUE |
| SOUTH CAROLINA ENVIRONMENTAL | ||||||||
| 407 CHURCH ST | GEORGETOWN | SC | 29440 | NONE | NON PROFIT | FURTHER MISSION OF ORGANIZATION | $2,000 | LAW PROJECT |
| ST GREGORY'S PANTRY | ||||||||
| 804 BAY AVE | POINT PLEASANT BEACH | NJ | 08742 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $1,000 | |
| ST VINCENT ACADEMY | ||||||||
| 228 W MARKET ST | NEWARK | NJ | 07103 | NONE | CHAR ORG | SCHOLARSHIP FUNDS | $5,500 | |
| THE WAYNE COUNTY COMMUNITY FOUNDATI | ||||||||
| 214 9TH STREET | HONESDALE | PA | 18431 | NONE | NON PROFIT | FURTHER THE MISSION OF THE ORGANIZAT | $1,000 | |
| VICTIMS INTERVENTION PROGRAM | ||||||||
| PO BOX 986 | HONESDALE | PA | 18431 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $1,000 | |
| WAYNE COUNTY PUBLIC LIBRARY | ||||||||
| 1406 MAIN ST | HONESDALE | PA | 18431 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $2,000 | |
| FIRST UNION AFRICAN BAPTIST CHURCH | ||||||||
| 239 SCHOOL ROAD | DAUFUSKIE ISLAND | SC | 29915 | NONE | CHAR ORG | FURTHER THE MISSION OF THE ORGANIZAT | $1,000 | |
| OCEAN FIRE CO 1 | ||||||||
| 400 ARNOLD AVENUE | POINT PLEASANT | NJ | 08742 | NONE | CHAR ORG | FURTHER MISSION OF ORGANIZATION | $1,000 | |
| HONESDALE COMMUNITIES THAT CARE INC | ||||||||
| PO BOX 494 | HONESDALE | PA | 18431 | NONE | CHAR ORG | FUTHER MISSION OF ORGANIZATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,460 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $540 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,559 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP | CategoryTxt |
| Amt | $945 | Amt |
| Disbursements Charitable Prps | $945 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED TOTAL RETURN BOND | $13,008 | $10,731 |
| FEDERATED ULTRA SHORT BOND FUN | $11,090 | $11,190 |
| FEDERATED INV HIGH YIELD BOND | $15,001 | $13,303 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANALOG DEVICES | $1,035 | $10,623 |
| APPLIED MATERIALS | $2,744 | $24,394 |
| AT&T | $39,139 | $31,878 |
| AVERY DENNISON | $2,756 | $9,356 |
| BARRICK GOLD CORP | $2,963 | $6,200 |
| BRISTOL MYERS SQUIBB | $13,460 | $21,210 |
| CATERPILLAR INC | $1,618 | $18,138 |
| COCA COLA | $4,100 | $6,226 |
| DARDEN RESTAURANTS | $2,282 | $9,335 |
| DOW INC | $5,074 | $6,822 |
| DUPONT | ||
| EMERSON ELEC | $7,164 | $15,491 |
| ENBRIDGE | $3,048 | $4,158 |
| EXELON | $2,641 | $3,764 |
| FORD MOTOR CO | $7,058 | $4,950 |
| GSK PLC | ||
| JOHNSON & JOHNSON | $7,589 | $10,846 |
| JPMORGAN CHASE | $18,328 | $95,884 |
| MCDONALDS | $9,165 | $28,989 |
| MERCK & CO | $4,119 | $9,948 |
| MICROSOFT | $5,692 | $84,300 |
| MSC INDUSTRIAL | ||
| OCCIDENTAL PET OPTIONS | $34 | $165 |
| OCCIDENTAL PETROLEUM | $3,889 | $2,471 |
| OCEANFIRST FINANCIAL | $31,768 | $39,820 |
| PFIZER | $5,048 | $5,306 |
| PROCTOR & GAMBLE | $7,691 | $16,765 |
| SOUTHERN CO | $23,651 | $41,736 |
| VERIZON | $40,711 | $33,192 |
| WARNER BROS DISCOVERY | $13,940 | $4,091 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P 600 SMALL CAP GROW | AT COST | $5,086 | $31,135 |
| VANGUARD DIV APPREC | AT COST | $10,753 | $34,270 |
| VANGUARD LG CAP VALUE | AT COST | $10,637 | $29,628 |
| VANGUARD MSCI EMERGING | AT COST | $5,004 | $7,487 |
| VAGUARD WORLD FD INF TECH ETF | AT COST | $5,330 | $6,218 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF FED TAX | $232 |
| FOREIGN TAXES | $42 |