STRATEGY STUDIO / PUBLIC DATA EXPLORER

CIRCLE OF HOPE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CIRCLE OF HOPE FOUNDATION (EIN 87-1808367)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-30
IRS object ID
202241819349100804
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-30T09:37:58-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251644159PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN SCHULTZ SHERIDAN & FRITZBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1454 NEW HOLLAND AVE SUITE 101AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871808367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CIRCLE OF HOPE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCIRCBusinessNameControlTxt
Phone7174313162PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 N PRINCE STREET SUITE 200AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARYL F HELLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7176291559PhoneNum
Signature2022-06-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDARYL FPersonFirstNm
Person LastHELLERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M HERNLEYPreparerPersonNm
PTINP00033509PTIN
Phone7175811040PhoneNum
Preparation2022-06-30PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,139FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$118,538ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$118,538TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$115OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$115OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$115TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$115TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,284ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,284ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,399TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$115TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,284TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$67,139ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$67,139CashEOYAmt
Cash EOYFMV$67,139CashEOYFMVAmt
Total Assets EOY$67,139TotalAssetsEOYAmt
Total Assets EOYFMV$67,139TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$65,919NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets EOY$1,220DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances EOY$67,139TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,139TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$67,139ExcessRevenueOverExpensesAmt
Subtotal$67,139SubtotalAmt
Tot Net Ast Or Fund Balances EOY$67,139TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTPS://HELLERCG.COM/PHILANTHROPY/WebsiteAddressTxt
Individual With BooksBARRY RYNEARSONIndividualWithBooksNm
Phone7179790567PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1415 N PRINCE STREET SUITE 200AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARYL F HELLER
415 N PRINCE STREET SUITE 200LANCASTERPA17603PRESIDENT1.00$0$0$0
BARRY W RYNEARSON
415 N PRINCE STREET SUITE 200LANCASTERPA17603TREASURER1.00$0$0$0
DAN BURKHOLDER
415 N PRINCE STREET SUITE 200LANCASTERPA17603SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,313TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,263NetVlNoncharitableAssetsAmt
Minimum Investment Return$163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$163MinimumInvestmentReturnAmt
Distributable Before Adj$163DistributableBeforeAdjAmt
Distributable Before Ded$163DistributableBeforeDedAmt
Distributable As Adjusted$163DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,284ExpensesAndContributionsAmt
Qualifying Distributions$51,284QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$163DistributableAsAdjustedAmt
Qualifying Distributions$51,284QualifyingDistributionsAmt
Applied To Current Year$163AppliedToCurrentYearAmt
Remaining Distri From Corpus$51,121RemainingDistriFromCorpusAmt
Total Corpus$51,121TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$51,121ExcessDistriCyovToNextYrAmt
Excess From Current Year$51,121ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDARYL HELLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A WEEK AWAY
A WEEK AWAY941 WHEATLAND AVELANCASTERPA17603PCPUBLIC PURPOSE$850
BRIDGES TRAINING FOUNDATION
BRIDGES TRAINING FOUNDATION110 EAST OHIO STREETMIDLOTHIANTX76065PCPUBLIC PURPOSE$850
COMMUNITY FOUNDATION OF MIDDLE TENN
COMMUNITY FOUNDATION OF MIDDLE TENNESSEE3833 CLEGHORN AVE STE 400NASHVILLETN37215PCPUBLIC PURPOSE$850
HORIZON EMPOWERING THE ORPHANED
HORIZON EMPOWERING THE ORPHANED206B W JAMES STLANCASTERPA17603PCPUBLIC PURPOSE$7,000
BIG BROTHERS BIG SISTERS CAPITAL RE
BIG BROTHERS BIG SISTERS CAPITAL REGION1519 NORTH 3RD STREETHARRISBURGPA17102PCPUBLIC PURPOSE$5,000
AMERICAN HEART ASSOCIATIONAMERICAN
AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIA4250 CRUM MILL RDHARRISBURGPA17112PCPUBLIC PURPOSE$4,500
AMERICAN ASSOCIATION OF SUICIDEOLOG
AMERICAN ASSOCIATION OF SUICIDEOLOGY1717 N STREET NW STE 1WASHINGTONDC20036PCPUBLIC PURPOSE$4,500
HABITAT FOR HUMANITY- HARRISBURG
HABITAT FOR HUMANITY- HARRISBURG4109 DERRY ST 1ST FLOORHARRISBURGPA17111PCPUBLIC PURPOSE$3,375
HABITAT FOR HUMAITY- LANCASTERLEBA
HABITAT FOR HUMANITY-LANCASTER/LEBANON443 FAIRVIEW AVELANCASTERPA17603PCPUBLIC PURPOSE$3,375
WATER STREET MISSION
WATER STREET MISSION210 S PRINCE STREETLANCASTERPA17603PCPUBLIC PURPOSE$2,200
NEW HOPE MINISTRIES INC
NEW HOPE MINISTRIES INCPO BOX 448DILLSBURGPA17019PCPUBLIC PURPOSE$1,60099 W CHURCH STREET
SCHREIBER CENTER FOR PEDIATRIC DEVE
SCHREIBER CENTER FOR PEDIATRIC DEVELOPMENT625 COMMUNITY WAYLANCASTERPA17603PCPUBLIC PURPOSE$1,600
LIGHTHOUSE
LIGHTHOUSE46156 WOODWARD AVEPONTIACMI48342PCPUBLIC PURPOSE$1,500
CARE HOUSE OF OAKLAND COUNTY
CARE HOUSE OF OAKLAND COUNTY44765 WOODWARD AVEPONTIACMI48341PCPUBLIC PURPOSE$850
ANGEL FOUNDATION
ANGEL FOUNDATION159 AZALEA LANEFRANKLINTN37064PCPUBLIC PURPOSE$850
HOSANNA CHRISTIAN FELLOWSHIP
29 GREEN ACRE RDLITITZPA17543PCPUBLIC PURPOSE$850
NATIONAL ALLIANCE TO END HOMELESSNE
NATIONAL ALLIANCE TO END HOMELESSNESS1518 K STREET NW 2ND FLWASHINGTONDC20005PCPUBLIC PURPOSE$5,850
NOURISH NJ
NOURISH NJ57 E PARK PLACE 2ND FLMORRISTOWNNJ07960PCPUBLIC PURPOSE$850
OPPORTUNITY HOUSE
OPPORTUNITY HOUSE430 N 2ND STREETREADINGPA19601PCPUBLIC PURPOSE$850
ROB HOOD
ROB HOOD2497 E HURON ROADAU GRESMI48703PCPUBLIC PURPOSE$784
RONNIE CALDWELL MED EXPENSE FUND
RONNIE CALDWELL MEDICAL EXPENSE FUND1021 PARK RUN DRFRANKLINTN37067PCPUBLIC PURPOSE$1,000
THE CRIME VICTIMS' CENTER OF CHESTE
THE CRIME VICTIMS' CENTER OF CHESTER COUNTY INC135 WEST MARKET STREETWEST CHESTERPA19382PCPUBLIC PURPOSE$850
UNITED WAY
UNITED WAY2235 MILLENNIUM WAYENOLAPA17025PCPUBLIC PURPOSE$850
EMPOWER THE FAMILY (TENFOLD)
308 E KING ST 1LANCASTERPA17602PCPUBLIC PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,284TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndPayroll ContributionPayrollContributionInd
HELLER CAPITAL GROUP
1415 N PRINCE STREET SUITE 200LANCASTERPA17603$25,024Yes (X)
DARYL HELLER
2415 N PRINCE STREETLANCASTERPA17603$52,963Yes (X)
PARAMOUNT MANAGEMENT GROUP
3415 N PRINCE STREET SUITE 202LANCASTERPA17603$7,085Yes (X)Yes (X)
PREMIER TECHNOLOGY GROUP
4415 N PRINCE STREETLANCASTERPA17603$5,347Yes (X)Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$53$53
SUBSCRIPTIONS$23$23
QUICKBOOKS FEE$39$39

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdAddress Line2USAddress/AddressLine2Txt
PARAMOUNT MANAGEMENT GROUP
415 N PRINCE STREETLANCASTERPA17603
DARYL HELLER
415 N PRINCE STREETLANCASTERPA17603
HELLER CAPITAL GROUP
415 N PRINCE SREETLANCASTERPA17603SUITE 200
PREMIER TECHNOLOGY GROUP
415 N PRINCE STREETLANCASTERPA17603SUITE 202