FULTON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FULTON FAMILY FOUNDATION (EIN 23-3100987)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-29
- IRS object ID
- 202023039349100202
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-29T09:00:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231928421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON BANK NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233100987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON FAMILY FOUNDATION 40F040014A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULT | BusinessNameControlTxt |
| Phone | 7176722026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY FULTON GINGRICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7176722026 | PhoneNum |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY S LEWIS | PreparerPersonNm |
| PTIN | P01280074 | PTIN |
| Phone | 7176722026 | PhoneNum |
| Preparation | 2020-10-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.201.91.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F57DBB03B17B25437EB4C03760A82E216E976C73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F57DBB03B17B25437EB4C03760A82E216E976C73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,394,977 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,615 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,083 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $59,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $950 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $258 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $258 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,207 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,802 | CashBOYAmt |
| Cash EOY | $5,952 | CashEOYAmt |
| Cash EOYFMV | $5,952 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,050 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $22,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,044 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,256,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,224,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,289,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,309,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,289,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,394,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,309,051 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,289,203 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,309,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,289,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,309,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,289,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,309,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,693 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,144 | OtherIncreasesAmt |
| Subtotal | $1,289,502 | SubtotalAmt |
| Other Decreases | $299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,289,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 602.39 SALIENT INTL SMALL CAP FD INSTL CL | 2017-02-02 | 2019-12-16 | $7,041 | $10,488 | -$3,447 | -$3,447 | |
| 2637.372 GOLDMAN SACHS STRAT INC FD INSTL SHS | 2014-06-04 | 2019-03-06 | $24,448 | $27,849 | -$3,401 | -$3,401 | |
| 1094.99 GOLDMAN SACHS STRAT INC FD INSTL SHS | 2014-06-04 | 2019-03-13 | $10,162 | $11,562 | -$1,400 | -$1,400 | |
| CAPITAL GAIN DIVIDENDS | $6,073 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,083 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,815 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,349,617 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050989 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,133 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,376,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,174,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,557 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $933,225 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049888 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $983,257 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046783 | DistributionYr5Rt |
| Total Distribution | 0.230069 | TotalDistributionRt |
| Average Distribution | 0.046014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,321,711 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,817 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $472 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $625 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $625 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $153 | OverpaymentAmt |
| Applied To ES Tax | $153 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | MARY FULTON GINGRICH | IndividualWithBooksNm |
| Phone | 7175604908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 RANDOLPH DRIVE | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY FULTON GINGRICH | ||||||
| 550 RANDOLPH DRIVE | LITITZ | PA | 17543 | PRESIDENT | 3 | $550 |
| ANN M FULTON | ||||||
| 519 HAMILTON ROAD | LANCASTER | PA | 17603 | SECRETARY/TREASURER | 3 | $250 |
| CHRISTINE E MUNION | ||||||
| 1835 MILLERSVILLE PIKE | LANCASTER | PA | 17603 | DIRECTOR | 3 | $150 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,317,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,341,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,341,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,321,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $472 | TotalTaxAmt |
| Distributable Before Adj | $65,614 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,614 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $67,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $472 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,398 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,446 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,446 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $60,190 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY FULTON GINGRICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 RANDOLPH DRIVE | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7175604908 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LANCASTER CATHOLIC HIGH SCHOOL | ||||||||
| 650 JULIETTE AVENUE | LANCASTER | PA | 17601 | N/A | PC | SCIENCE EQUIPMENT | $3,000 | |
| AARON'S ACRES | ||||||||
| 1861 CHARTER LANE | LANCASTER | PA | 17601 | N/A | PC | SPONSOR CAMPER | $2,500 | |
| MUSIC FOR EVERYONE | ||||||||
| 42 N PRINCE STREET | LANCASTER | PA | 17603 | N/A | PC | OPERATIONS | $2,500 | |
| LANCASTER GENERAL HEALTH FOUNDATION | ||||||||
| 609 N CHERRY STREET | LANCASTER | PA | 17602 | N/A | PC | FORMULA ROOM | $5,000 | |
| LANCASTER COUNTRY DAY SCHOOL | ||||||||
| 725 HAMILTON ROAD | LANCASTER | PA | 17603 | N/A | PC | RAISE THE CURTAIN CAMPAIGN | $8,370 | |
| LANCASTER THEOLOGICAL SEMINARY | ||||||||
| 555 W JAMES STREET | LANCASTER | PA | 17603 | N/A | PC | WAY FORWARD CAMPAIGN | $5,000 | |
| LANCASTERHISTORYORG | ||||||||
| 230 N PRESIDENT AVENUE | LANCASTER | PA | 17603 | N/A | PC | WHEATLAND ROOF | $5,000 | |
| SCHREIBER CENTER FOR PEDIATRIC | ||||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | N/A | PC | SENSORY ROOM | $5,000 | DEVELOPMENT |
| LANCASTER COUNTY FOOD HUB | ||||||||
| 812 N QUEEN STREET | LANCASTER | PA | 17603 | N/A | PC | OPERATIONS | $2,500 | |
| DEMUTH FOUNDATION | ||||||||
| 120 E KING STREET | LANCASTER | PA | 17602 | N/A | PC | TREES GALORE | $1,000 | |
| SAMARITAN COUNSELING CENTER | ||||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | N/A | PC | TEENHOPE CAMPAIGN | $2,500 | |
| THE JANUS SCHOOL | ||||||||
| 205 LEFEVER ROAD | MOUNT JOY | PA | 17552 | N/A | PC | TRANSITIONS PROGRAM | $3,000 | |
| LANCASTER EDUCATION FOUNDATION | ||||||||
| 445 N RESERVOIR STREET | LANCASTER | PA | 17602 | N/A | PC | KARPOUZIS SCHOLARSHIP | $3,000 | |
| LANCASTER EMERGENCY MEDICAL | ||||||||
| 100 E CHARLOTTE STREET | MILLERSVILLE | PA | 17551 | N/A | PC | OPERATIONS | $2,500 | SERVICES ASSOCIATION |
| LANCASTER'S ECONOMIC ACTION FOR | ||||||||
| PO BOX 1721 | LANCASTER | PA | 17608 | N/A | PC | HOLIDAY DECORATIONS | $2,000 | DOWNTOWN'S SUCCESS |
| MILAGRO HOUSE INC | ||||||||
| 669 W CHESTNUT STREET | LANCASTER | PA | 17603 | N/A | PC | EDUCATION | $2,500 | |
| LANCASTER COUNTY PROJECT FOR | ||||||||
| 5813 WILD LILAC DRIVE | EAST PETERSBURG | PA | 17520 | N/A | PC | OPERATIONS | $2,500 | THE NEEDY |
| GIRLS ON THE RUN OF LANCASTER | ||||||||
| PO BOX 262 | LANDISVILLE | PA | 17538 | N/A | PC | OPERATIONS | $2,500 | |
| LANCASTER SCIENCE CENTER | ||||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | N/A | PC | ELEVATE CURIOSITY CAMPAIGN | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,870 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,698 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 3,617 SHARES FULTON FINANCIAL | StockNm |
| EOY Book Value | $22,948 | EOYBookValueAmt |
| EOYFMV | $63,044 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - SEE ATTACHED | AT COST | $1,224,253 | $1,289,931 |
| COMMON TRUST FUNDS - ATTACHED |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUST. - MUTUAL FUND RECEIPTS/DISBURSEMENTS | Desc |
| Amt | $299 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUST. - COMMON TRUST FUND RECEIPTS DISBURSEMENT | Desc |
| Amt | $1,144 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $11,283 | Amt |
| Net Investment Income | $11,283 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $241 | $241 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $17 | $17 | $0 |