JOSEPH T AND HELEN M SIMPSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH T AND HELEN M SIMPSON FOUNDATION (EIN 23-6242538)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202031759349100513
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-22T23:07:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 E CARY ST SUITE 201 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | 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 | 236242538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH T AND HELEN M SIMPSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 7172552174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 DELAWARE AVENUE 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M T TRUST COMPANY | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 7172552174 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 8043444548 | PhoneNum |
| Preparation | 2020-04-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.79.106.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C18B0067AD18F5955FE9B4322655A390A29F4709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7056D18F544DF71FC91AE6113A6E17374962ED47 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,738,367 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $81,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,818 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $168,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,644 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,458 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,458 | 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 Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,001 | 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 | $90,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,662 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $165,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$207,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,042 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,481,220 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,275,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,690,325 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,532,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,323,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,738,367 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,532,201 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,323,869 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,532,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,323,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,532,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,323,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,532,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$207,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $611 | OtherIncreasesAmt |
| Subtotal | $3,324,943 | SubtotalAmt |
| Other Decreases | $1,074 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,323,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 34. AT&T INC | 2018-08-20 | 2019-06-04 | $1,064 | $1,131 | -$67 | -$67 | |
| 625.67 LSV VALUE EQUITY FUND STRATEGY | 2015-01-26 | 2019-12-19 | $17,500 | $17,147 | $353 | $353 | |
| 7. AIR PRODUCTS & CHEMICALS INC | 2018-08-20 | 2019-06-04 | $1,481 | $1,173 | $308 | $308 | |
| 15. AMERICAN ELEC PWR INC COMMON | 2018-08-20 | 2019-06-04 | $1,292 | $1,085 | $207 | $207 | |
| 11. AMERICAN TOWER CORP CL A | 2015-01-26 | 2019-06-04 | $2,274 | $1,105 | $1,169 | $1,169 | |
| 7. AMGEN INC COMMON | 2003-11-25 | 2019-06-04 | $1,221 | $416 | $805 | $805 | |
| 22. APPLE COMPUTER INC COMMON | 2006-11-27 | 2019-06-04 | $3,942 | $288 | $3,654 | $3,654 | |
| 4. BECTON DICKINSON CO COMMON | 2018-08-20 | 2019-06-04 | $941 | $1,012 | -$71 | -$71 | |
| 4. BLACKROCK INCORPORATED CLASS A | 2018-08-20 | 2019-06-04 | $1,725 | $1,901 | -$176 | -$176 | |
| 4. BOEING CO COMMON ~ | 2019-03-26 | 2019-06-04 | $1,376 | $1,481 | -$105 | -$105 | |
| 5. BROADCOM INC | 2018-08-20 | 2019-06-04 | $1,320 | $1,034 | $286 | $286 | |
| 11. CME GROUP INC | 2018-08-20 | 2019-06-04 | $2,138 | $1,869 | $269 | $269 | |
| 81. CME GROUP INC | 2018-08-20 | 2019-11-08 | $16,059 | $13,761 | $2,298 | $2,298 | |
| 15. CMS ENERGY CORP COMMON STOCK | 2018-08-20 | 2019-06-04 | $839 | $750 | $89 | $89 | |
| 9. CHEVRONTEXACO CORPORATION | 2003-10-03 | 2019-06-04 | $1,052 | $330 | $722 | $722 | |
| 46. CISCO SYS INC COMMON | 2003-01-02 | 2019-06-04 | $2,450 | $616 | $1,834 | $1,834 | |
| 20. CITIGROUP INC | 2015-06-22 | 2019-06-04 | $1,308 | $1,139 | $169 | $169 | |
| 36. COMCAST CORP NEW A | 2018-08-20 | 2019-06-04 | $1,489 | $1,277 | $212 | $212 | |
| 7. COSTCO WHOLESALE CORPORATION | 2018-08-20 | 2019-06-04 | $1,716 | $1,594 | $122 | $122 | |
| 11. DANAHER CORPORATION | 2015-01-26 | 2019-06-04 | $1,455 | $695 | $760 | $760 | |
| 209. DELTA AIR LINES INC | 2015-08-14 | 2019-03-26 | $10,264 | $9,974 | $290 | $290 | |
| 22. DELTA AIR LINES INC | 2015-08-14 | 2019-06-04 | $1,192 | $1,050 | $142 | $142 | |
| 7. DISNEY WALT CO COMMON ~ | 2018-09-26 | 2019-06-04 | $939 | $811 | $128 | $128 | |
| 12. EOG RESOURCES INCORPORATED | 2006-07-27 | 2019-06-04 | $1,003 | $433 | $570 | $570 | |
| 8. EXPEDIA GROUP, INC. | 2018-08-20 | 2019-06-04 | $958 | $1,052 | -$94 | -$94 | |
| 40. EXTENDED STAY AMERICA INC | 2018-08-20 | 2019-06-04 | $679 | $834 | -$155 | -$155 | |
| 11. EXXON MOBIL CORPORATION | 2003-11-25 | 2019-06-04 | $806 | $391 | $415 | $415 | |
| 8. FEDEX CORPORATION | 2015-01-26 | 2019-06-04 | $1,268 | $1,410 | -$142 | -$142 | |
| 11. GILEAD SCIENCES INCORPORATED | 2005-11-17 | 2019-06-04 | $707 | $154 | $553 | $553 | |
| 205.526 T ROWE PRICE LRG CAP GROWTH FD INST | 2019-12-18 | 2019-12-19 | $9,000 | $8,944 | $56 | $56 | |
| 250. ISHARES RUSSELL MID-CAP VALUE ETF | 2015-01-26 | 2019-06-25 | $22,067 | $18,521 | $3,546 | $3,546 | |
| 26. JP MORGAN CHASE & COMPANY | 2015-01-26 | 2019-06-04 | $2,845 | $1,476 | $1,369 | $1,369 | |
| 12. JOHNSON & JOHNSON COMMON ~ | 1996-06-25 | 2019-06-04 | $1,609 | $463 | $1,146 | $1,146 | |
| 7. LAUDER ESTEE COMPANIES INC CLASS A | 2018-08-20 | 2019-06-04 | $1,182 | $985 | $197 | $197 | |
| 4. LOCKHEED MARTIN CORP COMMON | 2015-01-26 | 2019-06-04 | $1,388 | $779 | $609 | $609 | |
| 18. LOWES COS INC COMMON | 2015-06-22 | 2019-06-04 | $1,735 | $1,267 | $468 | $468 | |
| 13. MASTERCARD INC CL A | 2018-08-20 | 2019-06-04 | $3,212 | $2,651 | $561 | $561 | |
| 29. MAXIM INTEGRATED PRODUCTS INC | 2015-01-26 | 2019-06-04 | $1,593 | $983 | $610 | $610 | |
| 14. MERCK & CO INC | 2015-01-26 | 2019-06-04 | $1,135 | $880 | $255 | $255 | |
| 17. METLIFE INCORPORATED | 2015-01-26 | 2019-06-04 | $818 | $738 | $80 | $80 | |
| 37. MICROSOFT CORP COMMON | 2018-08-20 | 2019-06-04 | $4,532 | $3,948 | $584 | $584 | |
| 193.548 MSIF GROWTH PORTFOLIO CL IS | 2019-12-11 | 2019-12-19 | $9,000 | $8,806 | $194 | $194 | |
| 22. OMNICOM GROUP COMMON | 2015-01-26 | 2019-06-04 | $1,710 | $1,638 | $72 | $72 | |
| 15. ORACLE CORP COMMON | 2015-01-26 | 2019-06-04 | $781 | $658 | $123 | $123 | |
| 13. PEPSICO INC COMMON ~ | 1996-06-25 | 2019-06-04 | $1,671 | $546 | $1,125 | $1,125 | |
| 41. PFIZER INC COMMON ~ | 2015-01-26 | 2019-06-04 | $1,735 | $1,344 | $391 | $391 | |
| 10. PHILIP MORRIS INTL INC | 2005-11-17 | 2019-06-04 | $787 | $383 | $404 | $404 | |
| 15. PROCTER & GAMBLE CO COMMON ~ | 2018-08-20 | 2019-06-04 | $1,571 | $1,253 | $318 | $318 | |
| 15. QUALCOMM INCORPORATED | 2006-09-13 | 2019-06-04 | $1,022 | $522 | $500 | $500 | |
| 3. SHERWIN-WILLIAMS CO COMMON | 2018-08-20 | 2019-06-04 | $1,292 | $1,327 | -$35 | -$35 | |
| 137. STRYKER CORP COMMON | 2018-08-20 | 2019-01-17 | $22,481 | $23,193 | -$712 | -$712 | |
| 33. SUNCOR ENERGY INC | 2018-08-20 | 2019-06-04 | $994 | $1,341 | -$347 | -$347 | |
| 26. TJX COS INC NEW COMMON | 2018-08-20 | 2019-06-04 | $1,311 | $1,313 | -$2 | -$2 | |
| 26. US BANCORP NEW | 2015-01-26 | 2019-06-04 | $1,347 | $1,126 | $221 | $221 | |
| 11. UNION PACIFIC CORP COMMON ~ | 2015-01-26 | 2019-06-04 | $1,864 | $1,335 | $529 | $529 | |
| 7. UNITEDHEALTH GROUP INCORPORATED | 2018-08-20 | 2019-06-04 | $1,676 | $1,838 | -$162 | -$162 | |
| 10. VALERO ENERGY CORP COMMON | 2018-11-01 | 2019-06-04 | $729 | $917 | -$188 | -$188 | |
| 500. VANGUARD FTSE DEVELOPED MARKET ETF | 2018-01-31 | 2019-05-03 | $21,013 | $23,631 | -$2,618 | -$2,618 | |
| 1500. VANGUARD FTSE DEVELOPED MARKET ETF | 2018-01-31 | 2019-06-03 | $59,845 | $70,894 | -$11,049 | -$11,049 | |
| 500. VANGUARD FTSE DEVELOPED MARKET ETF | 2018-01-31 | 2019-06-25 | $20,706 | $23,631 | -$2,925 | -$2,925 | |
| 3.045 VANGUARD #94 INSTITUTIONAL INDEX | 2019-03-27 | 2019-12-19 | $887 | $773 | $114 | $114 | |
| 48.441 VANGUARD #94 INSTITUTIONAL INDEX | 2015-01-26 | 2019-12-19 | $14,113 | $9,275 | $4,838 | $4,838 | |
| 750. WELLS FARGO & COMPANY NEW | 1997-05-28 | 2019-06-03 | $33,207 | $10,148 | $23,059 | $23,059 | |
| 18. ZOETIS INC | 2018-08-20 | 2019-06-04 | $1,935 | $1,659 | $276 | $276 | |
| 126. ZOETIS INC | 2018-08-20 | 2019-11-08 | $14,727 | $11,612 | $3,115 | $3,115 | |
| 5. ACCENTURE PLC- CL A | 2018-08-20 | 2019-06-04 | $885 | $826 | $59 | $59 | |
| 10. INGERSOLL-RAND PUBLIC LTD CO | 2018-08-20 | 2019-06-04 | $1,224 | $998 | $226 | $226 | |
| 10. MEDTRONIC PLC | 2019-01-17 | 2019-06-04 | $944 | $876 | $68 | $68 | |
| 5. WILLIS TOWERS WATSON PLC | 2018-09-21 | 2019-06-04 | $891 | $744 | $147 | $147 | |
| CAPITAL GAIN DIVIDENDS | $45,051 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,818 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,419,813 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043595 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,243,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,242,580 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,247,977 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045469 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $214,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,528,697 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047447 | DistributionYr5Rt |
| Total Distribution | 0.208282 | TotalDistributionRt |
| Average Distribution | 0.041656 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,439,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $184,947 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,202 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,033 | 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 | $255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,972 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,972 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,717 | OverpaymentAmt |
| Applied To ES Tax | $256 | AppliedToESTaxAmt |
| Refund | $11,461 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M AND T BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172552174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 DELAWARE AVENUE 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| M AND T BANK | ||||||
| 285 Delaware Avenue 3rd Floor | BUFFALO | NY | 14202 | TRUSTEE | 10 | $24,000 |
| HUGH J T SIMPSON | ||||||
| 76 EMLYN LANE | MECHANICSBURG | PA | 17015 | EXECUTIVE DIRECTOR | 10 | $26,458 |
| 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 | $4,440,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,507,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,507,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,439,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $255 | TotalTaxAmt |
| Distributable Before Adj | $221,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $350 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $222,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $222,088 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,033 | 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 | $211,033 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $255 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $210,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,801 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $211,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,801 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,801 | 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 | $1,254 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CUMBERLAND COUNTY HISTORICAL | ||||||||
| SOCIETY | 21 N PITT ST | CARLISLE | PA | 17013 | NONE | PC | PUBLIC SUPPORT | $800 |
| RONALD MCDONALD HOUSE | ||||||||
| 745 W GOVERNOR RAOD | HERSHEY | PA | 17033 | NONE | PC | PUBLIC SUPPORT | $1,200 | |
| CHILDRENS MIRACLE NETWORK-PENN | ||||||||
| STATE CHILDRENS HOSPITAL | 600 CENTERVIEW DR | HERSHEY | PA | 17033 | NONE | PC | PROVIDE MEDICAL CARE FOR | $500 |
| NATIVITY SCHOOL OF HARRISBURG | ||||||||
| 2135 NORTH 6TH ST | HARRISBURG | PA | 17110 | NONE | PC | EDUCATION | $500 | |
| HOMELAND CENTER | ||||||||
| 1901 N FIFTH STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL OPERATING | $7,000 | |
| WRTI-FM | ||||||||
| 1509 CECIL B MOORE AVE 3RD FL | PHILADELPHIA | PA | 19121 | NONE | PC | GENERAL OPERATING | $500 | |
| UNITED METHODIST HOME FOR CHILDREN | ||||||||
| 5120 SIMPSON FERRY RD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $750 | |
| HEALTH MINISTRIES OF CHRIST | ||||||||
| LUTHERAN CHURCH | 124 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | SUPPORT | $1,500 |
| CAPITAL REGION LITERACY COUNCIL | ||||||||
| PO BOX 678 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $1,750 | |
| FUND FOR JOHNS HOPKINS MEDICINE | ||||||||
| ATTNKIMMEL CANCER CENTER (DR HANN) | 750 E PRATT ST 17TH FL | BALTIMORE | MD | 21202 | NONE | PC | MEDICINE | $1,000 |
| HARVARD SQUARE COLLEGE FINANCIAL ADV | ||||||||
| 5490 SMITH DR | MECHANICSBURG | PA | 17050 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| SKI ROUNDTOP RACING CLUB | ||||||||
| 145 E LAUER LANE | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $5,000 | |
| BRAIN & BEHAVIOR RESEACH FDN | ||||||||
| 90 PARK AVE 16TH FL | NEW YORK | NY | 10157 | NONE | PC | PUBLIC SUPPORT | $800 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC SUPPORT | $300 | |
| GIRL SCOUTS IN THE HEART OF PENN | ||||||||
| PAUL LEWIS TREASURER | 350 HALE AVENUE | HARRISBURG | PA | 17104 | NONE | PC | PUBLIC SUPPORT | $500 |
| GIRL SCOUTS OF CONNECTICUT | ||||||||
| CAMPERSHIP FUND | 340 WASHINGTON ST | HARTFORD | CT | 06106 | NONE | PC | PUBLIC SUPPORT | $1,000 |
| DAUPHIN COUNTY HISTORICAL SOCIETY | ||||||||
| 219 S FRONT ST | HARRISBURG | PA | 17104 | NONE | PC | PUBLIC SUPPORT | $500 | |
| THE CHRISTIAN SCHOOL OF GRACE | ||||||||
| BAPTIST CHURCH | 777 W NORT ST | CARLISLE | PA | 17013 | NONE | PC | PUBLIC SUPPORT | $1,000 |
| NEW HOPE MINISTRIES | ||||||||
| PO BOX 448 | DILLSBURG | PA | 17019 | NONE | PC | PUBLIC SUPPORT | $10,500 | |
| WITF TV-FM | ||||||||
| GREG POLAND | 4801 LINDLE ROAD | HARRISBURG | PA | 17111 | NONE | PC | PUBLIC SUPPORT | $1,500 |
| CHRISTIAN SERVICES COUNSELING CENTER | ||||||||
| 701 WALNUT BOTTOM RD | CARLISLE | PA | 17013 | PC | GENERAL SUPPORT | $2,000 | ||
| PA HERITAGE FOUNDATION | ||||||||
| 400 NORTH ST | HARRISBURG | PA | 17120 | NONE | PC | PUBLIC SUPPORT | $5,000 | |
| THREE STAR FOUNDATION | ||||||||
| 6003 JONESTON RD | HARRISBURGH | PA | 17112 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| CAPITAL AREA DREAM CENTER | ||||||||
| PO BOX 5537 | HARRISBURGH | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $5,500 | |
| LEADING INMATES IN FAITH & EDUCATION | ||||||||
| 4 WEST STREET A | NEWVILLE | PA | 17241 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| MISSION RD | ASHLAND | MT | 59004 | NONE | PC | PUBLIC SUPPORT | $300 | |
| DOWNTOWN DAILY BREAD | ||||||||
| 310 N THIRD STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL | $2,000 | |
| CENTER FOR CHAMPIONS | ||||||||
| 251 VERBEKE STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL | $1,000 | |
| YMCA - WEST SHORE | ||||||||
| 410 FALLOWFIELD ROAD | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| STATE STREET ACADEMY OF MUSIC | ||||||||
| 110 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | EDUCATION | $500 | |
| COMMONWEALTH FOUNDATION | ||||||||
| 225 STATE STREET SUITE 302 | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC AWARENESS | $1,000 | |
| CAPITAL AREA SCHOOL FOR THE ARTS | ||||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PC | EDUCATION | $1,000 | |
| YWCA-GREATER HARRISBURG | ||||||||
| 1101 MARKET ST | HARRISBURG | PA | 17103 | NONE | PC | PUBLIC SUPPORT | $2,000 | |
| CENTRAL PA FOOD BANK | ||||||||
| 3908 COREY RD | HARRISBURG | PA | 17109 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NONE | PC | PUBLIC SUPPORT | $550 | |
| UCP CENTRAL PA | ||||||||
| 925 KUBDA KABE | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $1,400 | |
| SONSHINE MINISTRIES | ||||||||
| PO BOX 902 | HARRISBURG | PA | 17103 | NONE | PC | PUBLIC SUPPORT | $6,500 | |
| MECHANICSBURG AREA | ||||||||
| MEALS ON WHEELS INC | PO BOX 1093 | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $2,000 |
| HARRISBURG SHAKESPEARE | ||||||||
| FESTIVAL | 605 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $500 |
| WXPN | ||||||||
| 3025 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | PUBLIC SUPPORT | $500 | |
| YMCA - HARRISBURG AREA | ||||||||
| FRONT AND NORTH STREETS | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $6,000 | |
| UNITED WAY OF THE CAPITAL | ||||||||
| REGION | 2235 MILLENIUM WAY | ENOLA | PA | 17025 | NONE | PC | PUBLIC SUPPORT | $15,000 |
| PINNACLE HEALTH AUXILIARY | ||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | NONE | PC | PUBLIC SUPPORT | $10,500 | |
| OPEN STAGE OF HARRISBURG | ||||||||
| 223 WALNUT ST | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $3,250 | |
| MCDANIEL COLLEGE | ||||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | NONE | PC | PUBLIC SUPPORT | $1,800 | |
| JOSEPH T SIMPSON PUBLIC | ||||||||
| LIBRARY | 16 N CHESTNUT ST | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $2,000 |
| AMERICAN RED CROSS OF | ||||||||
| SUSQUEHANNA VALLEY | 1804 N SIXTH ST | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $1,500 |
| GOODWILL KEYSTONE AREA | ||||||||
| 1150 GOODWILL DR | HARRISBURG | PA | 171012400 | NONE | PC | GENERAL OPERATING | $3,500 | |
| HARRISBURG SYMPHONY ASSOC | ||||||||
| ATTN JEFF WOODRUFF | 800 CORPORATE CIRCLE STE 101 | HARRISBURG | PA | 17110 | NONE | PC | GENERAL OPERATING | $14,500 |
| HUMMELSTOWN HISTORICAL SOCIETY | ||||||||
| 32 W MAIN ST | HUMMELSTOWN | PA | 17036 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| THEATRE HARRISBURG | ||||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 171101489 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| SUSQUEHANNA ART MUSEUM | ||||||||
| 301 MARKET STREET | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SALVATION ARMY INC | ||||||||
| PO BOX 61798 | HARRISBURG | PA | 171061798 | NONE | PC | PUBLIC SUPPORT | $8,500 | |
| HUMANE SOCIETY OF HARRISBURG | ||||||||
| 7790 GRAYSON ROAD | HARRISBURG | PA | 17111 | NONE | PC | PUBLIC SUPPORT | $500 | |
| HOSPICE OF CENTRAL PENNSYLVANIA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $6,750 | |
| FOUNDATION FOR ENHANCING COMMUNITIES | ||||||||
| 200 NORTH THIRD STREET 8TH FLOOR | HARRISBURG | PA | 171080678 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| METROPOLITAN OPERA GUILD | ||||||||
| LINCOLN CENTER | 70 LINCOLN CENTER PLZ FRNT 6 | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $2,500 |
| MARKET SQUARE CONCERTS | ||||||||
| PO BOX 1292 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| BOYS & GIRLS CLUB OF CENTRAL PA | ||||||||
| 1227 BERRYHILL STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DAUPHIN COUNTY LIBRARY SYSTEMS | ||||||||
| 101 WALNUT ST | HARRISBURG | PA | 17101 | PC | GENERAL SUPPORT | $500 | ||
| MESSIAH COLLEGE | ||||||||
| FINANCE DEPARTMENT | ONE COLLEGE AVENUE SUITE 3010 | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $1,000 |
| BETHESDA MISSION | ||||||||
| PO BOX 3041 | HARRISBURG | PA | 17105 | NONE | PC | GENERAL OPERATING | $9,833 | |
| HARRISBURG CHORAL SOCIETY | ||||||||
| PO BOX 0215 | CAMP HILL | PA | 170010215 | NONE | PC | PUBLIC SUPPORT | $300 | |
| CENTRAL PA YOUTH BALLET | ||||||||
| 50 NORTH ORANGE ST | CARLISLE | PA | 17013 | NONE | PC | PUBLIC SUPPORT | $6,000 | |
| HARRISBURG AREA RIVERBOAT SOC INC | ||||||||
| PO BOX 910 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $500 | |
| WORLD SURGICAL FOUNDATION INC | ||||||||
| DR DOMINGO T ALVEAR PRESIDENT | PO BOX 1006 | CAMP HILL | PA | 17001 | NONE | PC | PUBLIC SUPPORT | $1,000 |
| WILDCAT FDN MECH AREA SCH DIST | ||||||||
| 500 SOUTH BROAD STREET | MECHANICSBURG | PA | 17055 | NONE | N/A | PUBLIC SUPPORT | $20,000 | |
| WEDNESDAY CLUB | ||||||||
| SCHOLARSHIP FUND | PO BOX 3765 | HARRISBURG | PA | 17105 | NONE | PC | PUBLIC SUPPORT | $500 |
| CUMBERLAND PERRY ASSOCIATION | ||||||||
| FOR RETARDED CITIZENS (CIT) | 262 SILVER SPRINGS ROAD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $1,000 |
| CUMBERLAND VALLEY PRESERVATION | ||||||||
| SOCIETY OF SILVER SPRING | 332 SAMPLE BRIDGE ROAD | MECHANICSBURG | PA | 17050 | NONE | PC | PUBLIC SUPPORT | $1,250 |
| DOWNTOWN MECHANICSBURG PROJECT | ||||||||
| PO BOX 724 | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| WILDHEARTS MINISTRIES | ||||||||
| 333 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,033 | 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 | $81,567 | 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 | $86,818 | 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 | $168,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,385 | 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 (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO INC | $9,779 | $31,844 |
| JOHNSON & JOHNSON | $7,950 | $30,049 |
| WELLS FARGO & COMPANY | ||
| CHEVRON CORP | $6,022 | $19,764 |
| AMGEN INC | $7,841 | $31,821 |
| CISCO SYSTEMS INC | $10,914 | $39,087 |
| VERIZON COMMUNICATIONS | $22,940 | $49,120 |
| EXXON MOBIL | $7,114 | $13,956 |
| UNITED TECHNOLOGIES | $16,077 | $44,928 |
| CVS | $9,542 | $37,145 |
| GILEAD SCIENCES | $2,737 | $12,736 |
| EOG RESOURCES | $7,219 | $16,752 |
| APPLE COMPUTER INC | $8,610 | $115,992 |
| QUALCOMM INC | $9,709 | $24,616 |
| PHILIP MORRIS INTERNATIONAL | $6,934 | $15,401 |
| INTUITIVE SURGICAL INC | $7,178 | $118,230 |
| VANGUARD SM CAP VALUE #860 | $133,637 | $176,431 |
| LOWES COMPANIES | $16,827 | $38,922 |
| DANAHER CORP COM | $13,087 | $31,770 |
| DELTA AIR LINES INC | $20,103 | $24,152 |
| FEDEX CORP COM | $27,736 | $24,042 |
| LOCKHEED MARTIN CORPORATION CO | $12,667 | $25,310 |
| UNION PACIFIC CORP COM | $24,148 | $35,616 |
| OMNI COM GROUP INC COM | $29,622 | $32,327 |
| AMERICAN TOWER CORP | $21,510 | $43,436 |
| CITIGROUP INC | $18,980 | $28,920 |
| JP MORGAN CHASE & CO | $29,335 | $65,518 |
| METLIFE INC | $13,636 | $15,852 |
| U S BANCORP DEL COM NEW | $22,856 | $27,866 |
| PFIZER INC | $24,070 | $28,758 |
| ALPHABET INC CL A | $15,562 | $66,970 |
| ALPHABET INC CL C | $15,560 | $66,851 |
| MAXIM INTEGRATED PRODS INC COM | $17,968 | $32,600 |
| LSV VALUE EQUITY FD STRATEGY | $188,605 | $218,365 |
| T ROWE PRICE LARGE CAP GROWTH | $180,664 | $279,538 |
| VANGUARD INSTITUTIONAL INDEX F | $192,980 | $295,780 |
| ISHARES RUSSELL MID-CAP GROWTH | $112,246 | $183,096 |
| ISHARES RUSSELL MID-CAP VALUE | $92,605 | $118,463 |
| ISHARES RUSSELL 2000 GROWTH | $187,306 | $214,220 |
| VANGUARD REIT | $74,233 | $88,151 |
| MERCK & COMPANY INC | $15,126 | $22,465 |
| ORACLE CORPORATION COM | $12,201 | $14,517 |
| AT&T | $20,018 | $23,526 |
| COMCAST | $23,156 | $29,365 |
| WALT DISNEY | $15,184 | $18,947 |
| EXPEDIA GROUP | $18,676 | $15,356 |
| EXTENDED STAY AMERICA | $14,899 | $10,625 |
| SHERWIN WILLIAMS | $21,230 | $28,010 |
| TJX COMPANIES | $23,226 | $28,088 |
| COSTCO | $25,733 | $33,213 |
| ESTEE LAUDER | $18,297 | $26,850 |
| PROCTER & GAMBLE | $22,554 | $33,723 |
| VALERO ENERGY | $16,233 | $16,576 |
| BLACKROCK | $31,364 | $33,178 |
| CME GROUP | $20,896 | $24,689 |
| VANGUARD FINANCIALS | $72,052 | $76,280 |
| BECTON DICKINSON | $19,743 | $21,214 |
| STRYER CORP | ||
| UNITEDHEALTH GROUP | $33,873 | $37,923 |
| VANGUARD HEALTH CARE | $86,827 | $95,870 |
| ZOETIS | $18,617 | $26,735 |
| BOEING | $33,793 | $32,576 |
| BROADCOM | $19,228 | $29,390 |
| MASTERCARD | $49,961 | $73,155 |
| MICROSOFT | $71,176 | $105,186 |
| VANGUARD INFORMATION | ||
| AIR PRODUCTS & CHEMICALS | $20,947 | $29,374 |
| AMERICAN ELECTRIC POWER | $19,377 | $25,329 |
| CMS ENERGY CORP | $13,441 | $16,904 |
| MSIF GROWTH PORTFOLIO | $232,659 | $272,688 |
| ACCENTURE PLC-CL A | $14,374 | $18,320 |
| INGERSOLL-RAND PUBLIC | $18,556 | $24,723 |
| SUNCOR ENERGY | $24,336 | $19,647 |
| WILLIS TOWERS WATSON | $15,027 | $20,396 |
| VANGUARD FTSE DEV MKT | $114,856 | $110,150 |
| WCM FOCUSED INTL GROWTH | $214,200 | $246,756 |
| VANGUARD FTSE EMERGIN MKT | $93,844 | $88,940 |
| VANGUARD GLBL EX-US REAL EST | $28,759 | $29,545 |
| VANGUARD INFORMATION TECHNOLOG | $97,372 | $122,425 |
| MORGAN STANLEY GROUP | $21,298 | $22,288 |
| MEDTRONIC | $16,209 | $20,988 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUST FOR RETURN OF CAPITAL | $806 |
| 2020 TRANSACTION TAX EFFECTIVE 2019 | $268 |
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 | $90,662 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $90,662 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| 2019 TRANSACTION TAX EFFECTIVE 2018 | $259 |
| RECOVERY OF PRIOR YEAR DISTRIBUTION | $350 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $195 | $195 | $0 |
| FEDERAL TAXES PRIOR YEAR BALAN | $11,128 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $11,972 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $531 | $531 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $275 | $275 | $0 |