RUSSELL AND ELEANOR HORN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL AND ELEANOR HORN FOUNDATION (EIN 22-2663207)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202221329349101567
- Schema version
- 2021v4.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T09:12:31-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232707451 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER BROWN OHM & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 N SUSQUEHANNA TRL STE A | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 174041686 | 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 | 222663207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL E & ELEANOR B HORN FOUNDATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 7176990023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY HORN | PersonNm |
| Person Title | TREASURER/GRANT COOR | PersonTitleTxt |
| Phone | 7176990023 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STACEY | PersonFirstNm |
| Person Last | HORN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC SCHMIEDEL CPA CSEP | PreparerPersonNm |
| PTIN | P00069196 | PTIN |
| Phone | 7176688492 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,602,709 | 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 | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $538,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $538,437 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $684,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $31,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,176 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,971 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $63 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $63 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $427,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $651,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $283 | CashBOYAmt |
| Cash EOY | $1,308 | CashEOYAmt |
| Cash EOYFMV | $1,308 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,099 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $95,251 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,043,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,412,121 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,740,703 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $615,037 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $729,022 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $733,603 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,996 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,996 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,863,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,269,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,602,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,863,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,269,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,863,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,269,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,863,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,269,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,863,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $427,634 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,290,958 | SubtotalAmt |
| Other Decreases | $21,412 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,269,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECUIRITES | P | $4,437 | $4,437 | $4,437 | |
| SALE OF PUBLICLY TRADED SECUIRITES | P | $542,580 | $542,580 | $542,580 | |
| SALE OF PUBLICLY TRADED SECUIRITES | P | -$8,580 | -$8,580 | $8,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $538,437 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,437 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,053 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,053 | SubtotalAmt |
| Tax Based On Investment Income | $9,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,253 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STACEY HORN TREASURER GR COORD | IndividualWithBooksNm |
| Phone | 7176690023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | 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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| STACEY HORN | ||||||||
| 5885 MOUNTAIN RD | DOVER | PA | 17315 | TREASURER/GR | 1.00 | $2,700 | $0 | $0 |
| ANN KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | PRESIDENT | 2.00 | $2,700 | $0 | $0 |
| CAROLE D HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RALPH E HORN JR | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH ANN HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE CARRIGAN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PASTOR TANYA BRUBAKER | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE HOLMES | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUSSELL E HORN III | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $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 |
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 | $5,136,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,255,753 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,255,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,090,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,053 | TotalTaxAmt |
| Distributable Before Adj | $245,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,688 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,688 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,611 | UndistributedIncomePYAmt |
| Qualifying Distributions | $219,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,611 | AppliedToYear1Amt |
| Applied To Current Year | $6,077 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $239,408 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 321 NORRISTOWN RD | SUITE 260 | AMBLER | PA | 19002 | PC | TREAT AND CURE ALS | $300 |
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DR | PO BOX 1950 | CLARKSBURG | MD | 20871 | PC | RESEARCH SERVICES | $100 |
| AMERICAN RED CROSS - NATIONAL | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | SERVICES | $5,000 | |
| AMERICAN RED CROSS -YORKADAMS CHAP | |||||||
| 724 S GEORGE ST | YORK | PA | 17401 | PC | SERVICES | $2,500 | |
| AWANA INTERNATIONAL | |||||||
| 15877 COLLECTION CTR DR | CHICAGO | IL | 606930158 | PC | LITERACY | $800 | |
| BELL FAMILY SHELTER | |||||||
| 160 S GEORGE ST | YORK | PA | 17401 | PC | HOUSING SUPPORT/MENTALLY ILL INDIVID | $9,450 | |
| BIG BROTHERSBIG SISTERS-YORKADAMS | |||||||
| 227 W MARKET ST | YORK | PA | 17401 | PC | CHILDHOOD SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17608 | PC | CHILDHOOD SUPPORT | $10,000 | |
| BRIDGE HOMELESS RECOVERY CENTER | |||||||
| 1818 CORSICANA ST | DALLAS | TX | 75201 | PC | HOMELESS SERVICES | $20 | |
| CALVARY UM - PASTOR'S DISCRETIONARY | |||||||
| 11 N RICHLAND AVE | YORK | PA | 17404 | PC | SERVICES - MISSIONS | $10,000 | |
| CENTRAL PA FOOD BANK | |||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | PC | FOOD BANK | $562 | |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | COMMUNITY ASSISTANCE | $450 | |
| CONSERVATION FLORIDA | |||||||
| 408 W UNIVERSITY AVE | SUITE 402 | GAINESVILLE | FL | 32601 | PC | SERVICES | $800 |
| CREATIVE YORK | |||||||
| 10 N BEAVER ST | YORK | PA | 17401 | PC | SERVICES | $2,500 | |
| ENDING COMMUNITY HOMELESSNESS COALI | |||||||
| 300 E HIGHLAND MALL BLVD | SUITE 200 | AUSTIN | TX | 78752 | PC | HOMELESS SERVICES | $20 |
| FAMILY ELDERCARE | |||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | PC | ELDERCARE SERVICES | $20 | |
| FEEDING TEXAS | |||||||
| 1524 S IH 35 FRONTAGE RD | 342 | AUSTIN | TX | 78704 | PC | FOOD BANK | $20 |
| FRIENDS AND NEIGHBORS OF PA | |||||||
| 2723 CARLTON PLACE | YORK | PA | 17408 | PC | LOCAL SERVICES | $7,500 | |
| FRIENDS OF MUSIC | |||||||
| C/O JP MCCASKEY HIGH SCH | 445 N RESERVOIR ST | LANCASTER | PA | 17602 | PC | SERVICES | $800 |
| GREATER DOVER AREA DOLLARS FOR SCH | |||||||
| 4500 INTERMEDIATE DR | DOVER | PA | 17315 | SERVICES | $500 | ||
| HEALTHY YORK COALITION - ALPHA | |||||||
| 605 S GEORGE ST | SUITE 160 | YORK | PA | 17401 | PC | SERVICES | $5,000 |
| HOSPICE & COMMUNITY CARE | |||||||
| 224 ST CHARLES WAY | SUITE 200 | YORK | PA | 17402 | PC | END-OF-LIFE CARE | $3,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | SERVICES | $20 | |
| KEYSTONE HEALTH - SUSQ SERVICE DOGS | |||||||
| 4391 STURBRIDGE DR | HARRISBURG | PA | 17110 | PC | SERVICE DOG SERVICES | $8,000 | |
| KEYSTONE MISSION | |||||||
| PO BOX 470 | SCRANTON | PA | 18501 | PC | SERVICES | $1,000 | |
| LANCASTER COUNTY FOOD BANK | |||||||
| 812 N QUEEN ST | LANCASTER | PA | 17603 | PC | FOOD BANK | $7,500 | |
| LANCASTER EDUCATION FOUNDATION | |||||||
| 445 N RESERVOIR ST | LANCASTER | PA | 17602 | PC | EDUCATIONAL SERVICES | $500 | |
| LIFEPATH CHRISTIAN MINISTRIES | |||||||
| 367 W MARKET ST | YORK | PA | 17401 | PC | SERVICES FOR THE HOMELESS | $10,200 | |
| MAKE A WISH GREATER PA & WV | |||||||
| 2951 WHITEFORD RD | SUITE 304 | YORK | PA | 17402 | PC | CHILDREN'S DISEASES | $4,400 |
| NEW HOPE MINISTRIES | |||||||
| 211 S BALTIMORE ST | DILLSBURG | PA | 17019 | PC | CHRISTIAN SOCIAL SERVICE AGENCY | $12,000 | |
| OPERATION CLAUS | |||||||
| 3475 E MARKET ST | YORK | PA | 17402 | PC | SERVICES | $1,100 | |
| OUR DAILY BREAD | |||||||
| PO BOX 548 | YORK | PA | 17405 | PC | HOT MEAL PROGRAM | $9,000 | |
| PAPPUS HOUSE | |||||||
| 253 CHERRY ST | YORK | PA | 17402 | PC | END OF LIFE SERVICES | $4,500 | |
| RE-CREATION FORCES | |||||||
| PO BOX 220 | PORT TREVORTON | PA | 17864 | PC | VETERAN'S AFFAIRS | $365 | |
| SALVATION ARMY - LANCASTER | |||||||
| 131 S QUEEN ST | LANCASTER | PA | 17603 | PC | SERVICE BASED | $6,000 | |
| SALVATION ARMY - YORK | |||||||
| 50 E KING ST | YORK | PA | 17401 | PC | SERVICE BASED | $8,000 | |
| SERVANTS INC | |||||||
| 100 REDCO AVE | SUITE C-O | RED LION | PA | 17356 | PC | SERVICES | $5,000 |
| SPCA OF YORK COUNTY | |||||||
| 3159 N SUSQUEHANNA TR | YORK | PA | 17406 | PC | ANIMAL SHELTER SERVICES | $3,000 | |
| ST BALDRICK'S | |||||||
| 1333 MAYFLOWER AVE | SUITE 400 | MONROVIA | CA | 91016 | PC | SERVICES | $1,528 |
| ST JUDES CHILDRENS RESEARCH HOSP | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | CHILDHOOD DISEASES RESEARCH | $30 | |
| STOP SOLDIER SUICIDE | |||||||
| PO BOX 110605 | DURHAM | NC | 27709 | PC | SERVICES | $90 | |
| TABBY TRAPPERS | |||||||
| 1640 BLUE JAY DRIVE | DOVER | PA | 17315 | PC | SERVICES | $500 | |
| THE WELL | |||||||
| 595 W MARKET ST | YORK | PA | 17401 | PC | MEDICATION ASSISTANCE | $8,500 | |
| WATER STREET MINISTRIES | |||||||
| PO BOX 7267 | LANCASTER | PA | 17604 | PC | HELPING THE HOMELESS | $10,150 | |
| YORK CITY DAY CAMPMESSIAH UMC | |||||||
| 1300 N BEAVER ST | YORK | PA | 17404 | PC | CHILDREN'S SERVICES | $4,000 | |
| YORK COUNTY COMMUNITY FOUNDATION | |||||||
| 14 W MARKET ST | YORK | PA | 17401 | PC | SERVICES | $10,000 | |
| YORK COUNTY LIBRARIES | |||||||
| 159 E MARKET ST | 3RD FLOOR | YORK | PA | 17401 | PC | LIBRARY SERVICES | $5,000 |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 800 E KING ST | YORK | PA | 17403 | PC | LITERACY INSTRUCTION | $8,000 | |
| YORK DAY NURSERY | |||||||
| 450 E PHILADELPHIA ST | YORK | PA | 17401 | PC | INFANT CARE | $12,000 | |
| YORK HABITAT FOR HUMANITY | |||||||
| 33 S SEWARD ST | YORK | PA | 17404 | PC | HOUSING SERVICES | $8,000 | |
| YORK HEALTH FOUNDATION | |||||||
| 2500 S GEORGE ST | YORK | PA | 17403 | PC | SERVICES | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $538,437 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $684,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $684,069 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $729,022 | EOYBookValueAmt |
| EOYFMV | $733,603 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,412,121 | EOYBookValueAmt |
| EOYFMV | $4,740,703 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CENT PA CONF UNITED METH CHURCH | Desc |
| BOY Book Value | $12,996 | BOYBookValueAmt |
| EOY Book Value | $12,996 | EOYBookValueAmt |
| EOYFMV | $12,996 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WILMINGTON TRUST COST BASIS ADJUSTMENTS | Desc |
| Amt | $21,412 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $63 | $63 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK TRUSTEE FEES | CategoryTxt |
| Amt | $31,176 | Amt |
| Net Investment Income | $31,176 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAXES | CategoryTxt |
| Amt | $3,971 | Amt |