JONES FAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JONES FAM FOUNDATION (EIN 06-6466491)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202211369349104251
- Schema version
- 2021v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:29:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | CAROL J TAMA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7173097853 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | TAMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J K SIMMONS | PreparerPersonNm |
| PTIN | P00545190 | PTIN |
| Phone | 3043258157 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $667,904 | 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 | $11,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,257 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,797 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,445 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,812 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,659 | CashBOYAmt |
| Cash EOY | $8,518 | CashEOYAmt |
| Cash EOYFMV | $8,518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,922 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $154,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $330,087 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,738 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,447 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $162,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $210,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,930 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $448,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $456,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $667,904 | 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 | $305,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $314,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $456,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $456,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,812 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $456,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $456,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 674.074 SHS VANGUARD STRATEGIC EQUITY FUND #114 | 2021-02-04 | $26,053 | $21,065 | $4,988 | $4,988 | |
| 75 SHS INTEL CORP COM | 2021-02-05 | $4,355 | $1,852 | $2,503 | $2,503 | |
| 20 SHS BERKSHIRE HATHAWAY INC CL B NEW | 2021-02-05 | $4,628 | $2,247 | $2,381 | $2,381 | |
| EXXON MOBIL 2.222% DUE 3/1/21 | 2021-03-01 | $25,000 | $25,390 | -$390 | -$390 | |
| 351.445 SHS VANGUARD STRATEGIC SMALL-CAP EQUITY | 2021-04-14 | $14,933 | $11,538 | $3,395 | $3,395 | |
| 267.2064 BERKSHIRE HATHAWAY INC CL B NEW | 2021-04-15 | $8,014 | $3,370 | $4,644 | $4,644 | |
| 25 SHS VIATRIS INC | 2021-04-15 | $327 | $240 | $87 | $87 | |
| 2 SHS ALPHABET INC CL A | 2021-08-05 | $5,417 | $642 | $4,775 | $4,775 | |
| 90 SHS INTEL CORP COM | 2021-08-05 | $4,851 | $2,221 | $2,630 | $2,630 | |
| 15 SHS PAYPAL HOLDINGS INC | 2021-08-05 | $4,084 | $484 | $3,600 | $3,600 | |
| 25 SHS STRYKER CORP COM | 2021-08-05 | $6,704 | $4,638 | $2,066 | $2,066 | |
| 196.611 SHS MFS INTERNATIONAL DIVERSIFICATION I | 2021-12-23 | $4,990 | $3,922 | $1,068 | $1,068 | |
| 473.934 SHS VANGUARD GNMA FUND #536 | 2021-12-23 | $5,000 | $5,046 | -$46 | -$46 | |
| 100 SHS AT&T INC. | 2021-12-27 | $2,451 | $3,322 | -$871 | -$871 | |
| 75 SHS CERNER CORP | 2021-12-27 | $6,873 | $4,074 | $2,799 | $2,799 | |
| CAPITAL GAINS DIVIDENDS | $628 | $628 | $628 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,257 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $576 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $576 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | 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 | $360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $216 | 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 | $628,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $659,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $659,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $649,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $576 | TotalTaxAmt |
| Distributable Before Adj | $31,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,893 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $207 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,512 | 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 | $3,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,193 | ExcessFromYear2Amt |
| Excess From Year1 | $2,112 | ExcessFromYear1Amt |
| Excess From Current Year | $207 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN-PETS ALIVE | |||||||
| 1156 W CESAR CHAVEZ STREET | AUSTIN | TX | 78703 | NONE | PUBLIC | CHARITABLE | $250 |
| BLOSS AREA SWIMMING ASSOCIATION | |||||||
| C/O FIRST CITIZENS 15 S MAIN ST | MANSFIELD | PA | 16933 | NONE | PUBLIC | CHARITABLE | $4,000 |
| BLOSSBURG BOROUGH RECREATION BOARD | |||||||
| 241 MAIN STREET | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BLOSSBURG MEMORIAL LIBRARY | |||||||
| 307 MAIN STREET | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $2,600 |
| BLOSSBURG UNITED METHODIST CHURCH | |||||||
| PO BOX 17 | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $3,300 |
| BLOSSBURG VIBE FOOD PANTRY | |||||||
| PO BOX 126 | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $2,000 |
| BRADFORD-TIOGA HEAD START INC | |||||||
| FIVE RIVERSIDE PLAZA | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $200 |
| CATHOLIC HARVEST FOOD PANTRY | |||||||
| 628 E MARKET STREET | YORK | PA | 17403 | NONE | PUBLIC | CHARITABLE | $3,000 |
| CHRISTIAN CHILDREN'S FUND | |||||||
| PO BOX 26507 | RICHMOND | VA | 23261 | NONE | PUBLIC | CHARITABLE | $600 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC | CHARITABLE | $600 |
| ELMIRA COLLEGE | |||||||
| ONE PARK PLACE | ELMIRA | NY | 14901 | NONE | PUBLIC | EDUCATIONAL | $300 |
| FLORIDA SOUTHERN COLLEGE | |||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | NONE | PUBLIC | EDUCATIONAL | $500 |
| OUR DAILY BREAD | |||||||
| PO BOX 548 | YORK | PA | 17405 | NONE | PUBLIC | CHARITABLE | $1,000 |
| RESTORATION HOUSE OF EAST TENNESSEE | |||||||
| 2205 VILLAGE PLACE WAY | KNOXVILLE | TN | 37923 | NONE | PUBLIC | CHARITABLE | $4,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PUBLIC | CHARITABLE | $1,000 |
| TEMPLE UNIVERSITY | |||||||
| 1852 NORTH 10TH STREET | PHILADELPHIA | PA | 19122 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| TIOGA COUNTY CONCERNED CITIZENS | |||||||
| PO BOX 124 | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $200 |
| UNIVERSITY OF TENNESSEE | |||||||
| 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | NONE | PUBLIC | EDUCATIONAL | $3,350 |
| WHY NOT YOU MINISTRIES | |||||||
| PO BOX 32 | BLOSSBURG | PA | 16912 | NONE | PUBLIC | CHARITABLE | $500 |
| WIKIMEDIA FOUNDAITON | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC | CHARITABLE | $100 |
| WPSU PENN STATE | |||||||
| 100 INNOVATION BLVD SUITE 238 | STATE COLLEGE | PA | 16803 | NONE | PUBLIC | CHARITABLE | $200 |
| WSKG | |||||||
| 601 GATES ROAD | VESTAL | NY | 13850 | NONE | PUBLIC | CHARITABLE | $200 |
| WVIA | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $200 |
| YORK COUNTY RAIL TRAIL | |||||||
| 45 CHERRY STREET | SEVEN VALLEYS | PA | 17360 | NONE | PUBLIC | CHARITABLE | $500 |
| YORK COUNTY SPCA | |||||||
| 3159 SUSQUEHANNA TRAIL | YORK | PA | 17406 | NONE | PUBLIC | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,100 | 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 | $11,540 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,797 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | $1,800 | Amt |
| Net Investment Income | $1,800 | 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 | $26,432 |
| GILEAD SCIENCES 2.50% DUE 9/1/23 | $24,552 | $25,596 |
| JP MORGAN CHASE 3.625% | $25,584 | $26,419 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $3,153 | $7,105 |
| ABBVIE INC. | $6,389 | $7,447 |
| ADOBE SYSTEMS INC | $7,422 | $14,177 |
| ALPHABET INC CL A | $2,566 | $23,176 |
| AMAZON.COM | $7,138 | $13,337 |
| APPLE INC | $5,405 | $24,860 |
| BLACKROCK INC | $6,559 | $18,311 |
| CADENCE DESIGN SYSTEMS INC. | $7,505 | $9,318 |
| CHEVRON CORPORATION COM | $3,387 | $8,801 |
| CISCO SYSTEMS INC COM | $3,585 | $4,753 |
| DOMINION ENERGY | $6,898 | $7,856 |
| HASBRO | $6,969 | $7,125 |
| HONEYWELL INTL INC COM | $8,287 | $15,638 |
| JOHNSON & JOHNSON COM | $3,842 | $13,686 |
| JP MORGAN CHASE & CO | $6,424 | $10,293 |
| MASCO CORP | $4,282 | $5,267 |
| MATERIALS SELECT SECTOR SPDR | $3,924 | $9,061 |
| MCDONALDS CORP COM | $587 | $5,361 |
| MEDTRONIC INC | $3,519 | $7,759 |
| MICROSOFT CORP COM | $1,494 | $18,498 |
| PAYPAL HOLDINGS INC | $1,614 | $9,429 |
| PEPSICO INC COM | $2,965 | $13,897 |
| PFIZER INC COM | $4,564 | $12,400 |
| PROCTER & GAMBLE CO COM | $4,926 | $12,268 |
| STARBUCKS | $6,782 | $11,697 |
| UNITED HEALTH GROUP | $6,549 | $12,554 |
| US BANCORP DEL COM NEW | $5,906 | $10,672 |
| VIATRIS INC | $8 | $12 |
| VISA INC | $6,320 | $7,585 |
| WALT DISNEY CO | $6,504 | $7,744 |
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 | $32,131 | $32,203 |
| BARON EMERGING MARKETS | AT COST | $9,125 | $13,577 |
| FEDERATED TOTAL RETURN BOND FUND | AT COST | $15,498 | $14,810 |
| ISHARES CORE US AGGREGATE BOND FUND | AT COST | $46,077 | $45,632 |
| ISHARES GOLD TRUST ETF | AT COST | $5,265 | $5,221 |
| ISHARES RUSSELL 2000 INDEX | AT COST | $13,224 | $13,347 |
| ISHARES S&P MIDCAP 400 ETF | AT COST | $24,114 | $28,308 |
| MFS INTERNATIONAL DIVERSIFICATION I | AT COST | $37,094 | $46,577 |
| VANGUARD GNMA FUND | AT COST | $19,954 | $19,754 |
| VANGUARD REAL ESTATE ETF | AT COST | $8,223 | $14,501 |
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 | $2,445 | Amt |
| Net Investment Income | $2,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDING | $99 | $99 | $0 |
| FEDERAL EXCISE TAX | $511 | $0 | $0 |
| CHECKS | $30 | $0 | $0 |