LOIS LEHRMAN GRASS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LOIS LEHRMAN GRASS FOUNDATION (EIN 23-7218005)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-01-30
- IRS object ID
- 202000309349100705
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-30T15:49:11-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251735300 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRYSTAL U HACKETT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BERGNER STREET | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237218005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS LEHRMAN GRASS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 7177377231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 593 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171010593 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS LEHRMAN GRASS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7177377231 | PhoneNum |
| Signature | 2020-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRYSTAL HACKETT | PreparerPersonNm |
| PTIN | P00448207 | PTIN |
| Phone | 7177377231 | PhoneNum |
| Preparation | 2020-01-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $205,988 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243 | 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 |
| Legal Fees Rev And Expnss | $578 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $578 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,166 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$4 | CashEOYAmt |
| Cash EOYFMV | -$4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,551 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,431 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $44,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $364,561 | OtherAssetsBOYAmt |
| Other Assets EOY | $200,561 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $200,561 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $423,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $205,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $205,988 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,205,900 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,205,900 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$782,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$999,912 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $423,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $205,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $423,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $205,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $423,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $205,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $205,988 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $550,048 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $710,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.774217 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $486,621 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,176,185 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.413728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $445,912 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,210,841 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.368266 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $504,821 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,641,714 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.307496 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $734,316 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,156,226 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.340556 | DistributionYr5Rt |
| Total Distribution | 2.204263 | TotalDistributionRt |
| Average Distribution | 0.440853 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $513,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $226,421 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $226,421 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $203,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,000 | OverpaymentAmt |
| Applied To ES Tax | $3,000 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRYSTAL HACKETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177377231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BERGNER STREET | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LOIS LEHRMAN GRASS | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ELIZABETH GRASS WEESE | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTEN OLEWINE MILKE | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | DIRECTOR | 1.00 | $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 | $11,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $474,561 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $521,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $521,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $513,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,680 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $25,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $628,393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $424,757 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $385,518 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $429,764 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $514,525 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,382,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,820 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,560,777 | 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 | $628,393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,932,384 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $424,757 | ExcessFromYear4Amt |
| Excess From Year3 | $385,518 | ExcessFromYear3Amt |
| Excess From Year2 | $429,764 | ExcessFromYear2Amt |
| Excess From Year1 | $514,525 | ExcessFromYear1Amt |
| Excess From Current Year | $177,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS LEHRMAN GRASS | ContributingManagerNm |
| Contributing Manager | ELIZABETH GRASS WEESE | ContributingManagerNm |
| Contributing Manager | KRISTEN OLEWINE MILKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL PA FOOD BANK | |||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | NONE | PUBLIC CHARITY | TOP TASTE | $5,000 |
| GAMUT THEATRE | |||||||
| 15 N 4TH STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | ARTS FEST | $5,000 |
| HARRISBURG SYMPHONY ORCHESTRA | |||||||
| 800 CORPORATE CIRCLE SUITE 101 | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | LET THE MUSIC GROW | $25,000 |
| JEWISH FAMILY SERVICE | |||||||
| 3333 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| JEWISH FEDERATION OF GREATER HARRISBURG | |||||||
| 3301 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | HEBREW HIGH AND DRAMA DEPARTMENT | $40,000 |
| MARKET SQUARE CONCERTS | |||||||
| P O BOX 1292 | HARRISBURG | PA | 17108 | NONE | PUBLIC CHARITY | SPONSORSHIP AND UNDERWRITING | $13,000 |
| SUSQUEHANNA ART MUSEUM | |||||||
| 1401 N THIRD STREET | HARRISBURG | PA | 17102 | NONE | PUBLIC CHARITY | BRIDGE TO THE FUTURE CAMPAIGN | $12,500 |
| SUSQUEHANNA ART MUSEUM | |||||||
| 1401 N THIRD STREET | HARRISBURG | PA | 17102 | NONE | PUBLIC CHARITY | COMPLEX GEOGRAPHIES IN CONTEMPORARY ISRAELI ARE EXHIBIT | $25,000 |
| SUSQUEHANNA FOLK MUSIC SOCIETY | |||||||
| 378 OLD YORK ROAD | NEW CUMBERLAND | PA | 17070 | NONE | PUBLIC CHARITY | UNDERWRITE THREE PERFORMANCES | $1,500 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 3211 NORTH FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | LIFE AND LEGACY | $10,000 |
| HOSPICE OF CENTRAL PA | |||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CULTURAL ENRICHMENT FUND | |||||||
| 301 MARKET STREET | HARRISBURG | PA | 17101 | NONE | UNRESTRICTED | $6,500 | |
| JEWISH FEDERATION OF GREATER HARRISBURG | |||||||
| 3301 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | HEBREW HIGH | $40,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 3301 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | GRINSPOON MATCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243 | 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 | ACCOUNTANT | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $578 | LegalFeesAmt |
| Net Investment Income | $578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES RECEIVABLE FOR CELLO | Desc |
| BOY Book Value | $364,561 | BOYBookValueAmt |
| EOY Book Value | $200,561 | EOYBookValueAmt |
| EOYFMV | $200,561 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $270 | $270 | $0 |
| BOOKKEEPING | $4,800 | $4,800 | $0 |
| OFFICE EXPENSE | $96 | $96 | $0 |
| INSURANCE | $2,083 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $41 | $41 | $0 |
| $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,776 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |