THE ARLENE UTZ HOLLINGER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ARLENE UTZ HOLLINGER FOUNDATION (EIN 65-0386804)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202101269349100010
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T08:09:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592469695 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COCHRANE & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE CT | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334094019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650386804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARLENE UTZ HOLLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARLE | BusinessNameControlTxt |
| Phone | 5616849566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE COURT | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W RICE | PersonNm |
| Person Title | TRUSTEE SECRETARY | PersonTitleTxt |
| Phone | 5616849566 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL W | PersonFirstNm |
| Person Last | RICE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REYNOLDS J COCHRANE | PreparerPersonNm |
| PTIN | P00255732 | PTIN |
| Phone | 5616849566 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,770,173 | 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 | $357 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $357 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $85,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,694 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,824 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $414 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $107,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,325 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,313,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,294,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,651,601 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,247 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,247 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,422,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,412,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,770,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,422,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,412,712 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,422,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,412,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,422,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,412,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,422,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,759 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,412,712 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,412,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $413 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $413 | SubtotalAmt |
| Tax Based On Investment Income | $413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,247 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,247 | TotalPaymentsAndCreditsAmt |
| Overpayment | $834 | OverpaymentAmt |
| Applied To ES Tax | $834 | AppliedToESTaxAmt |
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 | FL | 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 | COCHRANE & CO PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5616849566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE COURT | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE E RICE | ||||||||
| 6161 N OCEAN BLVD | OCEAN RIDGE | FL | 33435 | TRUSTEE PRES | 2.00 | $0 | $0 | $0 |
| MICHAEL W RICE | ||||||||
| 900 HIGH STREET | HANOVER | PA | 17331 | TRUSTEE SECR | 2.00 | $0 | $0 | $0 |
| ANDREA L RICE | ||||||||
| 7200 CAPILLA COURT | CORAL GABLES | FL | 33143 | TRUSTEE VICE | 2.00 | $0 | $0 | $0 |
| ESTELLE B KING | ||||||||
| 2596 HANOVERPIKE | HANOVER | PA | 17331 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GARY L LAABS | ||||||||
| 228 N STEPHAN PL | HANOVER | PA | 17331 | TRUSTEE | 2.00 | $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 | $1,514,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,424 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,595,875 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,595,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,571,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $413 | TotalTaxAmt |
| Distributable Before Adj | $78,184 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,184 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,184 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $80,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $80,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,199 | UndistributedIncomePYAmt |
| Qualifying Distributions | $80,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,199 | AppliedToYear1Amt |
| Applied To Current Year | $78,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $617 | RemainingDistriFromCorpusAmt |
| Total Corpus | $617 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $617 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $617 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| CHILDREN'S PLACE AT HOME | |||||||
| 2840 6TH AVE S | LAKE WORTH | FL | 33461 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| DELONE CATHOLIC HIGH SCHO | |||||||
| 140 S OXFORD AVE | MCSHERRYTOWN | PA | 17344 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| EASTER SEALS OF CENTRAL P | |||||||
| 2201 S QUEEN ST | YORK | PA | 17402 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| EICHELBERGER PERFORMING A | |||||||
| 195 STOCK ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| HACC FOUNDATION | |||||||
| 731 OLD HARRISBURG RD | GETTYSBURG | PA | 17325 | N/A | PUBLIC | ENDOWMENT FUND | $4,000 |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARISLE ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT HISPANIC AMERICAN CE | $3,000 |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARISLE ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARISLE ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT PAL MEALS ON WHEELS | $5,000 |
| HANOVER AREA YMCA | |||||||
| 14 WEST MARKET ST | YORK | PA | 17401 | N/A | PUBLIC | ENDOWMENT FUND | $2,000 |
| HANOVER HISTORICAL SOCIETY | |||||||
| 105 HIGH STREET | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| HANOVER PUBLIC LIBRARY ASSOC INC | |||||||
| 2 LIBRARY PL | HANOVER | PA | 17331 | N/A | PUBLIC | ENDOWMENT FUND | $2,000 |
| HART CENTER | |||||||
| 450 E GOLDEN LN | NEW OXFORD | PA | 17350 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| HOFFMAN HOMES FOR YOUTH | |||||||
| 815 ORPHANAGE ROAD | LITTLESTOWN | PA | 17340 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | N/A | PUBLIC | SCHOLARSHIP FUND | $3,000 |
| NEW HOPE MINISTRIES | |||||||
| 529 CARLISLE ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL FUND | $3,000 |
| OLIVIA'S HOUSE | |||||||
| 830 S GEORGE STREET | YORK | PA | 17403 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| PALM BEACH HABILITATION CENTER | |||||||
| 4522 S CONGRESS AVE | LAKE WORTH | FL | 33461 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| PENNCARES | |||||||
| 788 CHERRY TREE CT | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| ST MARKS LUTHERAN CHURCH | |||||||
| 129 CHARLES ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| ST MARKS LUTHERAN CHURCH | |||||||
| 129 CHARLES ST | HANOVER | PA | 17331 | N/A | PUBLIC | CAPITAL IMPROVEMENTS | $3,000 |
| SWEET CHARITIES OF HANOVER INC | |||||||
| 1150 CARLISE ST 5 | HANOVER | PA | 17331 | N/A | PUBLIC | CANCER PATIENT FUND | $6,000 |
| THE LORDS PLACE | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | N/A | PUBLIC | CAFE JOSHUA | $8,000 |
| TRUENORTH WELLNES SERVICES | |||||||
| 625 W ELM AVE | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT AUTISM KIDS PROGRAM | $4,000 |
| YWCA OF HANOVER | |||||||
| 23 W CHESNUT ST | HANOVER | PA | 17331 | N/A | PUBLIC | SAFE HOME PROGRAMS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $357 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,054 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,627 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,632 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,043 | 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 | COCHRANE & CO. | CategoryTxt |
| Amt | $1,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SEE SCHEDULE ATTACHED | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $277,323 | GrossSalesPriceAmt |
| Basis | $221,974 | BasisAmt |
| Total Net | $55,349 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,294,140 | EOYBookValueAmt |
| EOYFMV | $1,651,601 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED EXCISE TAX PAID | Desc |
| BOY Book Value | $1,600 | BOYBookValueAmt |
| EOY Book Value | $1,247 | EOYBookValueAmt |
| EOYFMV | $1,247 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $64 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PAYOUTS | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE STREET BANK & TRUST | $820 |
| STATE STREET BANK & TRUST | $12,004 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PRIOR YEARS EXCISE TAX | $353 |
| ANNUAL REPORT | $61 |