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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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-29T09:00:24-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231928421PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FULTON BANK NABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3215AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176043215ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN233100987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FULTON FAMILY FOUNDATION 40F040014ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFULTBusinessNameControlTxt
Phone7176722026PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3215AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176043215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY FULTON GINGRICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7176722026PhoneNum
Signature2020-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWESLEY S LEWISPreparerPersonNm
PTINP01280074PTIN
Phone7176722026PhoneNum
Preparation2020-10-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.201.91.11IPv4AddressTxt
FieldValueIRS element (for citing)
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF57DBB03B17B25437EB4C03760A82E216E976C73AtSubmissionCreationDeviceId
At Submission Filing Device IdF57DBB03B17B25437EB4C03760A82E216E976C73AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,394,977FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$44,615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,615DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,083NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$64,982GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,083CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$59,698TotalRevAndExpnssAmt
Total Net Invst Incm$59,698TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$950CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$950CompOfcrDirTrstNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$11,283OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,283OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$258TaxesRevAndExpnssAmt
Taxes Net Invst Incm$258TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,521TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,491TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,870ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,870ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,391TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,491TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$67,870TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,693ExcessRevenueOverExpensesAmt
Net Investment Income$47,207NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,802CashBOYAmt
Cash EOY$5,952CashEOYAmt
Cash EOYFMV$5,952CashEOYFMVAmt
Sav And Temp Cash Invst BOY$24,707SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,050SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,050SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$22,948CorporateStockBOYAmt
Corporate Stock EOY$22,948CorporateStockEOYAmt
Corporate Stock EOYFMV$63,044CorporateStockEOYFMVAmt
Other Investments BOY$1,256,594OtherInvestmentsBOYAmt
Other Investments EOY$1,224,253OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,289,931OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,309,051TotalAssetsBOYAmt
Total Assets EOY$1,289,203TotalAssetsEOYAmt
Total Assets EOYFMV$1,394,977TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,309,051CapitalStockBOYAmt
Capital Stock EOY$1,289,203CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,309,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,289,203TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,309,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,289,203TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,309,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,693ExcessRevenueOverExpensesAmt
Other Increases$1,144OtherIncreasesAmt
Subtotal$1,289,502SubtotalAmt
Other Decreases$299OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,289,203TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
602.39 SALIENT INTL SMALL CAP FD INSTL CL2017-02-022019-12-16$7,041$10,488-$3,447-$3,447
2637.372 GOLDMAN SACHS STRAT INC FD INSTL SHS2014-06-042019-03-06$24,448$27,849-$3,401-$3,401
1094.99 GOLDMAN SACHS STRAT INC FD INSTL SHS2014-06-042019-03-13$10,162$11,562-$1,400-$1,400
CAPITAL GAIN DIVIDENDS$6,073P
FieldValueIRS element (for citing)
Capital Gain Net Income$15,083CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$68,815AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,349,617NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050989DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,133AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,376,866NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042221DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,174,478NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040188DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,557AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$933,225NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049888DistributionYr4Rt
Adjusted Qlfy Distri Yr5$46,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$983,257NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046783DistributionYr5Rt
Total Distribution0.230069TotalDistributionRt
Average Distribution0.046014AverageDistributionRt
Net Vl Noncharitable Assets$1,321,711NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$60,817AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$472NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,289AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$67,870QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$472InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$472SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$472TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$625EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$625TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$153OverpaymentAmt
Applied To ES Tax$153AppliedToESTaxAmt
Refund$0RefundAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMARY FULTON GINGRICHIndividualWithBooksNm
Phone7175604908PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1550 RANDOLPH DRIVEAddressLine1Txt
CityLITITZCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17543ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARY FULTON GINGRICH
550 RANDOLPH DRIVELITITZPA17543PRESIDENT3$550
ANN M FULTON
519 HAMILTON ROADLANCASTERPA17603SECRETARY/TREASURER3$250
CHRISTINE E MUNION
1835 MILLERSVILLE PIKELANCASTERPA17603DIRECTOR3$150
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,317,365AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,474AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,341,839TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,341,839AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,128CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,321,711NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,086MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,086MinimumInvestmentReturnAmt
Tax Based On Investment Income$472TaxBasedOnInvestmentIncomeAmt
Total Tax$472TotalTaxAmt
Distributable Before Adj$65,614DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$65,614DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$65,614DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,870ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$67,870QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$472PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$67,398AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,614DistributableAsAdjustedAmt
Undistributed Income PY$62,446UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$67,870QualifyingDistributionsAmt
Applied To Year1$62,446AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,424AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$60,190UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARY FULTON GINGRICHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1550 RANDOLPH DRIVEAddressLine1Txt
CityLITITZCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17543ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7175604908RecipientPhoneNum
Form And Info And MaterialsCONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVEFormAndInfoAndMaterialsTxt
Submission DeadlinesCONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVESubmissionDeadlinesTxt
Restrictions On AwardsCONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
LANCASTER CATHOLIC HIGH SCHOOL
650 JULIETTE AVENUELANCASTERPA17601N/APCSCIENCE EQUIPMENT$3,000
AARON'S ACRES
1861 CHARTER LANELANCASTERPA17601N/APCSPONSOR CAMPER$2,500
MUSIC FOR EVERYONE
42 N PRINCE STREETLANCASTERPA17603N/APCOPERATIONS$2,500
LANCASTER GENERAL HEALTH FOUNDATION
609 N CHERRY STREETLANCASTERPA17602N/APCFORMULA ROOM$5,000
LANCASTER COUNTRY DAY SCHOOL
725 HAMILTON ROADLANCASTERPA17603N/APCRAISE THE CURTAIN CAMPAIGN$8,370
LANCASTER THEOLOGICAL SEMINARY
555 W JAMES STREETLANCASTERPA17603N/APCWAY FORWARD CAMPAIGN$5,000
LANCASTERHISTORYORG
230 N PRESIDENT AVENUELANCASTERPA17603N/APCWHEATLAND ROOF$5,000
SCHREIBER CENTER FOR PEDIATRIC
625 COMMUNITY WAYLANCASTERPA17603N/APCSENSORY ROOM$5,000DEVELOPMENT
LANCASTER COUNTY FOOD HUB
812 N QUEEN STREETLANCASTERPA17603N/APCOPERATIONS$2,500
DEMUTH FOUNDATION
120 E KING STREETLANCASTERPA17602N/APCTREES GALORE$1,000
SAMARITAN COUNSELING CENTER
1803 OREGON PIKELANCASTERPA17601N/APCTEENHOPE CAMPAIGN$2,500
THE JANUS SCHOOL
205 LEFEVER ROADMOUNT JOYPA17552N/APCTRANSITIONS PROGRAM$3,000
LANCASTER EDUCATION FOUNDATION
445 N RESERVOIR STREETLANCASTERPA17602N/APCKARPOUZIS SCHOLARSHIP$3,000
LANCASTER EMERGENCY MEDICAL
100 E CHARLOTTE STREETMILLERSVILLEPA17551N/APCOPERATIONS$2,500SERVICES ASSOCIATION
LANCASTER'S ECONOMIC ACTION FOR
PO BOX 1721LANCASTERPA17608N/APCHOLIDAY DECORATIONS$2,000DOWNTOWN'S SUCCESS
MILAGRO HOUSE INC
669 W CHESTNUT STREETLANCASTERPA17603N/APCEDUCATION$2,500
LANCASTER COUNTY PROJECT FOR
5813 WILD LILAC DRIVEEAST PETERSBURGPA17520N/APCOPERATIONS$2,500THE NEEDY
GIRLS ON THE RUN OF LANCASTER
PO BOX 262LANDISVILLEPA17538N/APCOPERATIONS$2,500
LANCASTER SCIENCE CENTER
454 NEW HOLLAND AVENUELANCASTERPA17602N/APCELEVATE CURIOSITY CAMPAIGN$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$67,870TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,615ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,083ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$59,698ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,698TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock3,617 SHARES FULTON FINANCIALStockNm
EOY Book Value$22,948EOYBookValueAmt
EOYFMV$63,044EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - SEE ATTACHEDAT COST$1,224,253$1,289,931
COMMON TRUST FUNDS - ATTACHED

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUST. - MUTUAL FUND RECEIPTS/DISBURSEMENTSDesc
Amt$299Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER NON-ALLOCABLE EXPENSE -Desc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUST. - COMMON TRUST FUND RECEIPTS DISBURSEMENTDesc
Amt$1,144Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCUSTODIAN & MANAGEMENT FEES (ACategoryTxt
Amt$11,283Amt
Net Investment Income$11,283NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON QUALIFIED FOR$241$241$0
FOREIGN TAXES ON NONQUALIFIED$17$17$0