RUSSELL AND ELEANOR HORN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL AND ELEANOR HORN FOUNDATION (EIN 22-2663207)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-29
- IRS object ID
- 202031819349100928
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T15:29:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232707451 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER BROWN OHM & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 N SUSQUEHANNA TRL STE A | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 174041686 | 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 | 222663207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL E & ELEANOR B HORN FOUNDATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 7176990023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY HORN | PersonNm |
| Person Title | TREASURER/GRANT COOR | PersonTitleTxt |
| Phone | 7176990023 | PhoneNum |
| Signature | 2020-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC SCHMIEDEL CPA CSEP | PreparerPersonNm |
| PTIN | P00069196 | PTIN |
| Phone | 7176688492 | PhoneNum |
| Preparation | 2020-06-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-29 | IPDt |
| IP Tm | 15:29:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D7F35E9F0E94F3A067BB358A00D84E8C686A0E0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8F46061CD570115F73109111AA4A6DADF083875 | 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 | $4,358,174 | 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 | $110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $110 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $642,095 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,862 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,604 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,319 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,319 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $586 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $205 | CashBOYAmt |
| Cash EOY | $275 | CashEOYAmt |
| Cash EOYFMV | $275 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,713 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,713 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $191,227 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $137,686 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $139,890 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,554,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,117,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,566,721 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,145,908 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $596,468 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $616,579 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,996 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,996 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,935,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,886,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,358,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,935,310 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,886,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,935,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,886,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,935,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,886,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,935,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,456 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,891,854 | SubtotalAmt |
| Other Decreases | $5,150 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,886,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECUIRITES | P | $100,157 | $98,906 | $1,251 | $1,251 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $541,938 | $493,327 | $48,611 | $48,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,862 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,251 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $193,378 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,935,113 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,902,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,734 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,729,555 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048728 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,261 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,730,928 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035450 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,668 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,776,972 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045974 | DistributionYr5Rt |
| Total Distribution | 0.226451 | TotalDistributionRt |
| Average Distribution | 0.045290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,991,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,785 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,528 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $182,313 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,291 | 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 | $1,528 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,528 | SubtotalAmt |
| Tax Based On Investment Income | $1,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,255 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,255 | TotalPaymentsAndCreditsAmt |
| Tax Due | $273 | TaxDueAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STACEY HORN TREASURER GR COORD | IndividualWithBooksNm |
| Phone | 7176690023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | 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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| STACEY HORN | ||||||||
| 5885 MOUNTAIN RD | DOVER | PA | 17315 | TREASURER/GR | 1.00 | $2,700 | $0 | $0 |
| ANN KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | PRESIDENT | 2.00 | $2,700 | $0 | $0 |
| CAROLE D HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RALPH E HORN JR | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH ANN HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE CARRIGAN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PASTOR MIKE BROSSMAN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE HOLMES | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUSSELL E HORN III | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $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 | $4,018,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,146,716 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,146,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,991,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,528 | TotalTaxAmt |
| Distributable Before Adj | $198,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $198,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $198,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,291 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $196,291 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,528 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,871 | UndistributedIncomePYAmt |
| Qualifying Distributions | $196,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,871 | AppliedToYear1Amt |
| Applied To Current Year | $6,420 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $191,638 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 321 NORRISTOWN RD | SUITE 260 | AMBLER | PA | 19002 | PC | SERVICES | $50 |
| AMERICAN RED CROSS -YORKADAMS CHAP | |||||||
| 724 S GEORGE ST | YORK | PA | 17401 | PC | SERVICES | $9,000 | |
| APPELL CENTER FOR PERFORMING ARTS | |||||||
| 50 N GEORGE ST | YORK | PA | 17401 | PC | PERFORMING ARTS | $300 | |
| AWANA INTERNATIONAL | |||||||
| 15877 COLLECTION CTR DR | CHICAGO | IL | 606930158 | PC | LITERACY | $800 | |
| BELL FAMILY SHELTER | |||||||
| 160 S GEORGE ST | YORK | PA | 17401 | PC | HOUSING SUPPORT/MENTALLY ILL INDIVID | $9,400 | |
| BIG BROTHERSBIG SISTERS-YORKADAMS | |||||||
| 227 W MARKET ST | YORK | PA | 17401 | PC | CHILDHOOD SUPPORT | $6,500 | |
| BOYS AND GIRLS CLUB LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17608 | PC | CHILDHOOD SUPPORT | $9,000 | |
| CALVARY UM - PASTOR'S DISCRETIONARY | |||||||
| 11 N RICHLAND AVE | YORK | PA | 17404 | PC | SERVICES - MISSIONS | $3,500 | |
| CENTRAL PA FOOD BANK | |||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | PC | FOOD BANK | $600 | |
| COALITION FOR HOMELESS OF CENTR FL | |||||||
| 18 NORTH TERRY AVE | ORLANDO | FL | 32801 | PC | SHELTER FOR HOMELESS INDIVIDUALS | $100 | |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | COMMUNITY ASSISTANCE | $150 | |
| COVENANT UMC | |||||||
| 110 N MULBERRY ST | LANCASTER | PA | 17603 | PC | SERVICES | $450 | |
| CREATIVE YORK | |||||||
| 10 N BEAVER ST | YORK | PA | 17401 | PC | SERVICES | $5,000 | |
| EASTER SEALS CENTRAL PA | |||||||
| 2550 KINGSTON RD | SUITE 219 | YORK | PA | 17402 | PC | CHILD & ADULTS SPECIAL NEEDS SUPPORT | $1,140 |
| FLORIDA WILDLIFE CORRIDOR | |||||||
| PO BOX 1802 | TAMPA | FL | 32801 | PC | WILDLIFE PRESERVATION | $200 | |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARLISLE ST | HANOVER | PA | 17331 | PC | RELIGIOUS | $5,000 | |
| HEALTHY YORK COALITION - ALPHA | |||||||
| 605 S GEORGE ST | SUITE 160 | YORK | PA | 17401 | PC | SERVICES | $5,000 |
| HOPEWORKS 'N CAMDEN | |||||||
| 808 MARKET ST | CAMDEN | NJ | 08102 | PC | SERVICES | $250 | |
| HOSPICE & COMMUNITY CARE | |||||||
| 224 ST CHARLES WAY | SUITE 200 | YORK | PA | 17402 | PC | END-OF-LIFE CARE | $2,500 |
| JUVENILE DIABETES RESEARCH FOUND | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PC | JUVENILE HEALTH SERVICES | $100 | |
| KEYSTONE HEALTH - SUSQ SERVICE DOGS | |||||||
| 4391 STURBRIDGE DR | HARRISBURG | PA | 17110 | PC | SERVICE DOG SERVICES | $2,500 | |
| KREUTZ CREEK VALLEY LIBRARY | |||||||
| 66 WALNUT SPRINGS RD | HELLAM | PA | 17406 | PC | LIBRARY SERVICES | $500 | |
| LANCASTER COUNTY FOOD BANK | |||||||
| 812 N QUEEN ST | LANCASTER | PA | 17603 | PC | FOOD BANK | $7,500 | |
| LANCASTER EDUCATION FOUNDATION | |||||||
| 445 N RESERVOIR ST | LANCASTER | PA | 17602 | PC | EDUCATIONAL SERVICES | $170 | |
| LANCASTER-LEBANON EDUC FOUNDATION | |||||||
| 1020 NEW HOLLAND AVE | LANCASTER | PA | 17601 | PC | EDUCATIONAL SERVICES | $1,000 | |
| LEUKEMIA & LYMPHONA SOCIETY | |||||||
| 3636 S I-10 SERVICE RD W | SUITE 304 | METAIRIE | LA | 70001 | PC | HEALTH SERVICES | $250 |
| MAKE A WISH GREATER PA & WV | |||||||
| 2951 WHITEFORD RD | SUITE 304 | YORK | PA | 17402 | PC | CHILDREN'S DISEASES | $4,400 |
| MESSIAH UMCYORK CITY DAY CAMP | |||||||
| 1300 N BEAVER ST | YORK | PA | 17404 | PC | CHILDREN'S SERVICES | $2,000 | |
| MUSIC FOR EVERYONE | |||||||
| 42 NORTH PRINCE ST | LANCASTER | PA | 17603 | PC | MUSIC SERVICES | $150 | |
| NEW BIRTH OF FREEDOM BSA | |||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | PC | BOY SCOUTS | $5,150 | |
| NEW HOPE MINISTRIES | |||||||
| 211 S BALTIMORE ST | DILLSBURG | PA | 17019 | PC | CHRISTIAN SOCIAL SERVICE AGENCY | $12,000 | |
| NITTANY LION CLUB | |||||||
| 2583 GATEWAY DR | SUITE 130 | STATE COLLEGE | PA | 16801 | PC | ATHLETIC SERVICES | $100 |
| PAPPUS HOUSE | |||||||
| 253 CHERRY STREET | YORK | PA | 17402 | PC | END-OF-LIFE CARE | $5,000 | |
| OUR DAILY BREAD | |||||||
| PO BOX 548 | YORK | PA | 17405 | PC | HOT MEAL PROGRAM | $9,000 | |
| PENN TWP VOLUNTEER EMER SVCS | |||||||
| 204 CLOVER LANE | HANOVER | PA | 17331 | PC | SERVICES-EMERGENCY | $100 | |
| PET ALLIANCE OF GREATER ORLANDO | |||||||
| 2727 CONROY RD | ORLANDO | FL | 32839 | PC | ANIMAL SERVICES | $100 | |
| RE-CREATION FORCES | |||||||
| PO BOX 220 | PORT TREVORTON | PA | 17864 | PC | VETERAN'S AFFAIRS | $365 | |
| RONALD MCDONALD HOUSE CHARITIES PA | |||||||
| 745 W GOVERNOR RD | HERSHEY | PA | 17033 | PC | SERVICES | $150 | |
| SALVATION ARMY - LANCASTER | |||||||
| 131 S QUEEN ST | LANCASTER | PA | 17603 | PC | SERVICE BASED | $6,200 | |
| SALVATION ARMY - YORK | |||||||
| 50 E KING ST | YORK | PA | 17401 | PC | SERVICE BASED | $8,000 | |
| SECOND HARVEST FOOD BANK-CENTR FL | |||||||
| 411 MERCY DR | ORLANDO | FL | 32803 | PC | FOOD BANK | $100 | |
| SERVANTS INC | |||||||
| 100 REDCO AVE | SUITE C-O | RED LION | PA | 17356 | PC | SERVICES | $2,500 |
| ST JOHNS RIVER TO SEA LOOP ALLIANCE | |||||||
| 532 W FLORENCE AVE | DELAND | FL | 32720 | PC | SERVICES | $100 | |
| ST JUDES CHILDRENS RESEARCH HOSP | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | CHILDHOOD CANCER RESEARCH | $250 | |
| TENNESSEE TECH UNIV FOUNDATION | |||||||
| PO BOX 1915 | COOKEVILLE | TN | 38505 | PC | EDUCATION | $1,000 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | SUITE 100 | ARLINGTON | VA | 22203 | PC | SERVICES | $100 |
| THE WELL | |||||||
| 595 W MARKET ST | YORK | PA | 17401 | PC | MEDICATION ASSISTANCE | $8,000 | |
| UNITED WAY OF LANCASTER CO | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | PC | SERVICES | $130 | |
| WATER STREET MINISTRIES | |||||||
| PO BOX 7267 | LANCASTER | PA | 17604 | PC | HELPING THE HOMELESS | $10,550 | |
| WELLSPAN YORK HEALTH FOUNDATION | |||||||
| 50 N DUKE ST | YORK | PA | 17401 | PC | HEALTH SERVICES | $5,000 | |
| YMCA OF YORK AND YORK COUNTY | |||||||
| 90 N NEWBERRY ST | YORK | PA | 17401 | PC | COMMUNITY SERVICES | $600 | |
| YORK COUNTY COMMUNITY FOUNDATION | |||||||
| 14 W MARKET ST | YORK | PA | 17401 | PC | SERVICES | $10,000 | |
| YORK COUNTY LIBRARIES | |||||||
| 159 E MARKET ST | 3RD FLOOR | YORK | PA | 17401 | PC | LIBRARY SERVICES | $5,000 |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 800 E KING ST | YORK | PA | 17403 | PC | LITERACY INSTRUCTION | $8,000 | |
| YORK DAY NURSERY | |||||||
| 450 E PHILADELPHIA ST | YORK | PA | 17401 | PC | INFANT CARE | $8,000 | |
| YORK HABITAT FOR HUMANITY | |||||||
| 33 S SEWARD ST | YORK | PA | 17404 | PC | HOUSING SERVICES | $7,000 | |
| YOUNG LIFE SOUTHERN YORK | |||||||
| 644 SHREWSBURY COMMONS AV | SHREWSBURY | PA | 17361 | PC | SERVICES | $200 | |
| YOUTH CARE | |||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | PC | SERVICES | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,305 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,632 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $175,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,604 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $596,468 | EOYBookValueAmt |
| EOYFMV | $616,579 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,117,566 | EOYBookValueAmt |
| EOYFMV | $3,566,721 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $137,686 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $139,890 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CENT PA CONF UNITED METH CHURCH | Desc |
| BOY Book Value | $12,996 | BOYBookValueAmt |
| EOY Book Value | $12,996 | EOYBookValueAmt |
| EOYFMV | $12,996 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WILMINGTON TRUST COST BASIS ADJUSTMENTS | Desc |
| Amt | $5,150 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $147 | $147 |
| MEETING EXPENSE | $439 | $439 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK TRUSTEE FEES | CategoryTxt |
| Amt | $21,319 | Amt |
| Net Investment Income | $21,319 | NetInvestmentIncomeAmt |