H B ALEXANDER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- H B ALEXANDER FOUNDATION (EIN 23-6242501)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-21
- IRS object ID
- 201903259349100505
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-21T14:26:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251644159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN SCHULTZ SHERIDAN & FRITZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 GRANDVIEW AVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170111706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236242501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H B ALEXANDER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SAGEWORTH TRUST CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HBAL | BusinessNameControlTxt |
| Phone | 7177358000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE P OTTO | PersonNm |
| Person Title | VP SAGEWORTH TRUST | PersonTitleTxt |
| Phone | 7179036611 | PhoneNum |
| Signature | 2019-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH T CAWLEY | PreparerPersonNm |
| PTIN | P00033498 | PTIN |
| Phone | 7177617171 | PhoneNum |
| Preparation | 2019-11-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.235.177.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-21 | IPDt |
| IP Tm | 14:26:19 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4216A519BA9B23B36B72B7EBA5FBB18264B6F973 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12F1B1A7A1C7209492044A08A3178763BCB216D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $965,384 | 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 |
| Dividends Rev And Expnss | $23,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,247 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,247 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,728 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,975 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,247 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $260 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $12,304 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,304 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $647 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,247 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,767 | CashBOYAmt |
| Cash EOY | $12,767 | CashEOYAmt |
| Cash EOYFMV | $12,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,532 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $836,770 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $830,681 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $895,085 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $921,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $900,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $965,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $921,216 | CapitalStockBOYAmt |
| Capital Stock EOY | $900,980 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $921,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $900,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $921,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $900,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $921,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,236 | ExcessRevenueOverExpensesAmt |
| Subtotal | $900,980 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $900,980 | 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 |
|---|---|---|---|---|---|
| SAGEWORTH - SEE ATTACHED | P | $93,158 | $84,238 | $8,920 | $8,920 |
| SAGEWORTH - SEE ATTACHED | P | $5,290 | $2,802 | $2,488 | $2,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,728 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,076,048 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,020,485 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061792 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,389 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,088,962 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,166 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,127,928 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054229 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,102,748 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062630 | DistributionYr5Rt |
| Total Distribution | 0.301859 | TotalDistributionRt |
| Average Distribution | 0.060372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,069,914 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,593 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $408 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $815 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $815 | SubtotalAmt |
| Tax Based On Investment Income | $815 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $750 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $86 | 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAGEWORTH TRUST COMPANY | IndividualWithBooksNm |
| Phone | 7177358000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H ALEXANDER | ||||||||
| 3300 N THIRD ST | HARRISBURG | PA | 17110 | DIR/V. CHAIR | 0.50 | $0 | $0 | $0 |
| MARION C ALEXANDER | ||||||||
| 3300 N THIRD ST | HARRISBURG | PA | 17110 | DIR/CHAIRPER | 0.50 | $0 | $0 | $0 |
| ELIZABETH A SCHLUTER | ||||||||
| 3300 N THIRD ST | HARRISBURG | PA | 17110 | DIR/SECRETAR | 0.50 | $0 | $0 | $0 |
| GENE P OTTO | ||||||||
| 1861 SANTA BARBARA DR | LANCASTER | PA | 17601 | VP SAGEWORTH | 000.00 | $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 | $996,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,086,207 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,086,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,069,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $815 | TotalTaxAmt |
| Distributable Before Adj | $52,681 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,681 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,681 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $61,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,681 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $17,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,788 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,344 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,319 | RemainingDistriFromCorpusAmt |
| Total Corpus | $69,663 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,064 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,599 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,788 | ExcessFromYear4Amt |
| Excess From Year3 | $14,329 | ExcessFromYear3Amt |
| Excess From Year2 | $12,584 | ExcessFromYear2Amt |
| Excess From Year1 | $11,579 | ExcessFromYear1Amt |
| Excess From Current Year | $8,319 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SUPPLEMENTARY INFORMATON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DR | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177358000 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DR | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $61,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,247 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,975 | 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 | SAGEWORTH TAX LETTER FEE | CategoryTxt |
| Amt | $260 | Amt |
| Net Investment Income | $260 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $830,681 | BookValueAmt |
| EOYFMV | $895,085 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SAGEWORTH TRUST INVESTMENT MGT. | CategoryTxt |
| Amt | $12,304 | Amt |
| Net Investment Income | $12,304 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $647 | Amt |
| Net Investment Income | $647 | NetInvestmentIncomeAmt |