LOIS LEHRMAN GRASS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOIS LEHRMAN GRASS FOUNDATION (EIN 23-7218005)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-09-30
- IRS object ID
- 201922739349100602
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-30T09:51:06-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251735300 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRYSTAL U HACKETT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BERGNER STREET | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237218005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS LEHRMAN GRASS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 7177377231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 593 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171010593 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS LEHRMAN GRASS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7177377231 | PhoneNum |
| Signature | 2019-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRYSTAL HACKETT | PreparerPersonNm |
| PTIN | P00448207 | PTIN |
| Phone | 7177377231 | PhoneNum |
| Preparation | 2019-09-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.57.245.152 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-30 | IPDt |
| IP Tm | 10:48:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F650ED715EE961D1EF8013D9B01B389DB030CE64 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F650ED715EE961D1EF8013D9B01B389DB030CE64 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $423,289 | 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 | $1,289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$19,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,235 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,962 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,962 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $619 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $550,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $550,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $568,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $550,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$587,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,551 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $439,540 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,177 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $474,561 | OtherAssetsBOYAmt |
| Other Assets EOY | $364,561 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $364,561 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,011,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $423,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $423,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,205,900 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,205,900 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$194,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$782,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,011,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $423,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,011,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $423,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,011,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$587,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $423,289 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $423,289 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2006-06-06 | 2018-11-30 | $386,543 | $412,398 | -$25,855 | -$25,855 | |
| CAPITAL GAINS DIVIDENDS | $893 | $893 | $893 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $486,621 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,176,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.413728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $445,912 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,210,841 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.368266 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $504,821 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,641,714 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.307496 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $734,316 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,156,226 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.340556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $461,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,653,662 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.278932 | DistributionYr5Rt |
| Total Distribution | 1.708978 | TotalDistributionRt |
| Average Distribution | 0.341796 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $710,457 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $242,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $242,831 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $550,048 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,200 | OverpaymentAmt |
| Applied To ES Tax | $4,200 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRYSTAL HACKETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177377231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BERGNER STREET | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOIS LEHRMAN GRASS | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ELIZABETH GRASS WEESE | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTEN OLEWINE MILKE | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $189,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $474,561 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $721,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $721,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $710,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,523 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $35,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $550,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $550,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $550,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $384,085 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $628,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $424,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $385,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $429,764 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,252,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $550,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $514,525 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,767,042 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $384,085 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,382,957 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $628,393 | ExcessFromYear4Amt |
| Excess From Year3 | $424,757 | ExcessFromYear3Amt |
| Excess From Year2 | $385,518 | ExcessFromYear2Amt |
| Excess From Year1 | $429,764 | ExcessFromYear1Amt |
| Excess From Current Year | $514,525 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS LEHRMAN GRASS | ContributingManagerNm |
| Contributing Manager | ELIZABETH GRASS WEESE | ContributingManagerNm |
| Contributing Manager | KRISTEN OLEWINE MILKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL REGION ARTS AND EDUCATION | |||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | VICE PRINCIPAL SALARY | $100,000 |
| CENTRAL PA YOUTH BALLET | |||||||
| 5 N ORANGE STREET SUITE 3 | CARLISLE | PA | 17013 | NONE | PUBLIC CHARITY | MEN'S SCHOLARSHIP | $13,000 |
| GAMUT THEATRE | |||||||
| 15 N 4TH STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | ARTS FEST | $5,000 |
| HARRISBURG SYMPHONY ORCHESTRA | |||||||
| 800 CORPORATE CIRCLE SUITE 101 | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT AND STAFF DEVELOPMENT | $11,000 |
| JEWISH FAMILY SERVICE | |||||||
| 3333 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | BUILDING RENOVATION | $208,548 |
| JEWISH FEDERATION OF GREATER HARRISBURG | |||||||
| 3301 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | HEBREW HIGH AND DRAMA DEPARTMENT | $40,000 |
| MARKET SQUARE CONCERTS | |||||||
| P O BOX 1292 | HARRISBURG | PA | 17108 | NONE | PUBLIC CHARITY | SPONSORSHIP AND UNDERWRITING | $13,000 |
| THEATRE HARRISBURG | |||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | ARTS AWARD | $8,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITY | GLOBAL CLASSROOM INITIATIVE | $50,000 |
| WITF | |||||||
| 4801 LINDLE ROAD | HARRISBURG | PA | 17111 | NONE | PUBLIC CHARITY | PA POST | $5,000 |
| GAMUT THEATRE | |||||||
| 15 N 4TH STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | UNRESTRICED | $50,000 |
| SUSQUEHANNA FOLK MUSIC SOCIETY | |||||||
| 378 OLD YORK ROAD | NEW CUMBERLAND | PA | 17070 | NONE | PUBLIC CHARITY | JIM HURST SPONSORSHIP | $1,500 |
| OPEN STAGE OF HARRISBURG | |||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | GALA CONTRIBUTION | $1,500 |
| CENTRAL PA FOOD BANK | |||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | NONE | PUBLIC CHARITY | TOP TASTE | $5,000 |
| SUSQUEHANNA ART MUSEUM | |||||||
| 1401 N THIRD STREET | HARRISBURG | PA | 17102 | NONE | PUBLIC CHARITY | BRIDGE TO THE FUTURE CAMPAIGN | $12,500 |
| OPEN STAGE OF HARRISBURG | |||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | 30/30 GREEN ROOM | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $550,048 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,289 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,946 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$19,727 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$19,727 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $44,177 | BookValueAmt |
| EOYFMV | $44,177 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $3,962 | LegalFeesAmt |
| Net Investment Income | $3,962 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CELLO | $474,561 | $0 | $0 |
| NOTES RECEIVABLE FOR CELLO | $364,561 | $364,561 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $273 | $273 | $0 |
| BOOKKEEPING | $4,800 | $4,800 | $0 |
| OFFICE EXPENSE | $138 | $138 | $0 |
| INSURANCE | $2,083 | $2,083 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $619 | $619 | $0 |
| CELLO PRESERVATION | $1,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,205 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |