RINTZ FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RINTZ FAMILY FOUNDATION (EIN 71-0991291)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349100948
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:13:25-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176048408 | 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 | 710991291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINTZ FAMILY FOUNDATION UA DTD 10705 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RINT | BusinessNameControlTxt |
| Phone | 7172956013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 658 CRESTGATE PLACE | AddressLine1Txt |
| City | MILLERSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLTON RINTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7172956013 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY N HORST CPA | PreparerPersonNm |
| PTIN | P00242226 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.200.65.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 08:29:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 858D3D31AFAEB25414B49DA530E7F158620AFD44 | 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 | $688,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,850 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,269 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,197 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,380 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,380 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $57,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,918 | 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 |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,404 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,050 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $620,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $616,310 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $657,808 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,341 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $650,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $651,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $688,199 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,168 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,295 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,168 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,295 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000,539 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000,539 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$351,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$359,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $649,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $640,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $650,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $651,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $649,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $650,339 | SubtotalAmt |
| Other Decreases | $9,357 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $640,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB 5243-8071 | $1,441 | $1,557 | -$116 | -$116 | |
| CHARLES SCHWAB 2151-0903 | $44,900 | $40,312 | $4,588 | $4,588 | |
| TD AMERITRADE | $28,375 | $30,046 | -$1,671 | -$1,671 | |
| THE BLACKSTONE GROUP L.P. | $59 | $59 | $59 | ||
| CHARLES SCHWAB 5243-8071 | $18,202 | $14,107 | $4,095 | $4,095 | |
| CHARLES SCHWAB 5243-8071 - ADJUST FOR SALE OF PTP | $510 | -$510 | -$510 | ||
| TD AMERITRADE | $32,091 | $17,463 | $14,628 | $14,628 | |
| CAPITAL GAINS DIVIDENDS | $17,124 | $17,124 | $17,124 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,197 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $784,243 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,113 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $713,596 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053410 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $768,925 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049680 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,279 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $818,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,857 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $781,192 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052301 | DistributionYr5Rt |
| Total Distribution | 0.254236 | TotalDistributionRt |
| Average Distribution | 0.050847 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $791,676 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,500 | 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 | $406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,194 | OverpaymentAmt |
| Applied To ES Tax | $1,194 | 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 |
| Individual With Books | CARLTON L RINTZ | IndividualWithBooksNm |
| Phone | 7172956013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 658 CRESTGATE PLACE | AddressLine1Txt |
| City | MILLERSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARLTON L RINTZ | ||||||||
| 658 CRESTGATE PLACE | MILLERSVILLE | PA | 17551 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARLTON LEE RINTZ | ||||||||
| 94 LEAMAN ROAD | LANCASTER | PA | 17603 | TRUSTEE | 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 | $788,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,849 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $803,732 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $803,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $791,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $406 | TotalTaxAmt |
| Distributable Before Adj | $39,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,178 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $406 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,094 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,148 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,322 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,470 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,470 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,148 | ExcessFromYear2Amt |
| Excess From Current Year | $2,322 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARLTON L RINTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATTOLLO PREP | ||||||
| 16 W KING STREET | LANCASTER | PA | 17603 | PC | GENERAL | $2,000 |
| FULTON OPERA HOUSE FOUNDATION | ||||||
| 12 N PRINCE STREET PO BOX 1865 | LANCASTER | PA | 17608 | PC | GENERAL | $6,000 |
| HOSPICE AND COMMUNITY CARE | ||||||
| 685 GOOD DRIVE | LANCASTER | PA | 17601 | PC | GENERAL | $2,000 |
| JONI AND FRIENDS | ||||||
| 340 HIGHLAND DRIVE 200 | MOUNTVILLE | PA | 17554 | PC | GENERAL | $1,000 |
| JOYSHOP MINISTRIES | ||||||
| PO BOX 118 | WASHINGTON BORO | PA | 17582 | PC | GENERAL | $1,000 |
| LANCASTER BIBLE COLLEGE | ||||||
| 901 EDEN ROAD | LANCASTER | PA | 17601 | PC | GENERAL | $2,000 |
| LANCASTER EARLY EDUCATION CENTER | ||||||
| 150 S QUEEN STREET | LANCASTER | PA | 17603 | PC | GENERAL | $1,500 |
| LANCASTER SCIENCE FACTORY | ||||||
| 454 NEW HOLLAND AVENUE 300 | LANCASTER | PA | 17602 | PC | GENERAL | $1,500 |
| LANCASTER SYMPHONY ORCHESTRA | ||||||
| 226 N ARCH STREET | LANCASTER | PA | 17608 | PC | GENERAL | $3,500 |
| MANOR CHURCH | ||||||
| 530 CENTRAL MANOR ROAD | LANCASTER | PA | 17603 | PC | GENERAL | $2,000 |
| MSU SPARTAN FUND | ||||||
| 200 SPARTAN WAY | EAST LANSING | MI | 48824 | PC | GENERAL | $2,000 |
| NATIONAL NAVAL AVIATION MUSEUM FOUNDATION | ||||||
| 1750 RADFORD BLVD | PENSACOLA | FL | 32506 | PC | GENERAL | $1,000 |
| NEW DANVILLE FIRE COMPANY | ||||||
| 43 MARTICVILLE ROAD | LANCASTER | PA | 17603 | PC | GENERAL | $500 |
| PENN MANOR EDUCATION FOUNDATION | ||||||
| PO BOX 1001 | MILLERSVILLE | PA | 17551 | PC | GENERAL | $3,000 |
| SAMARITAN COUNSELING CENTER | ||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | PC | GENERAL | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL | $2,000 |
| THE SALVATION ARMY | ||||||
| 131 S QUEEN STREET | LANCASTER | PA | 17603 | PC | GENERAL | $1,500 |
| US NAVAL ACADEMY FOUNDATION | ||||||
| 25 MARYLAND AVENUE | ANNAPOLIS | MD | 21401 | PC | GENERAL | $2,500 |
| WATER STREET RESCUE MISSION | ||||||
| 210 S PRINCE STREET PO BOX 7267 | LANCASTER | PA | 17604 | PC | GENERAL | $2,500 |
| WOUNDED WARRIOR PROJECT | ||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | PC | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,500 | 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 | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,269 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,197 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PTP - OTHER INCOME/LOSS | 18 | $85 |
| ORDINARY GAIN ON DISPOSITION OF PTP | 18 | $1,263 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,918 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | OTHER INCOME INCLUDES FLOW-THROUGH AMOUNTS FROM INVESTMENTS IN VARIOUS PUBLICLY TRADED PARTNERSHIPS. |
| 11 | OTHER INCOME INCLUDES FLOW-THROUGH AMOUNTS FROM INVESTMENTS IN VARIOUS PUBLICLY TRADED PARTNERSHIPS. |
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 | ACCOUNTING | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - 2151-0903 | $372,710 | $335,351 |
| CHARLES SCHWAB - 5243-8071 | $71,236 | $113,387 |
| TD AMERITRADE | $172,364 | $209,070 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAR OFFSHORE FUND | AT COST | $11,558 | $5,151 |
| PUBLICLY TRADED PARTNERSHIPS | AT COST | $9,359 | $11,190 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $9,357 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PTP - 1231 GAIN | $32 | $32 | $32 |
| PTP - OTHER INCOME/LOSS | $85 | $85 | $85 |
| ORDINARY GAIN ON DISPOSITION OF PTP | $1,263 | $1,263 | $1,263 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PUT OPTIONS | $1,168 | $4,295 |
| OUTSTANDING CONTRIBUTIONS | $0 | $6,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES - 5243-8071 | $3,191 | $3,191 | $0 |
| MANAGEMENT FEES - 2151-0903 | $3,738 | $3,738 | $0 |
| MANAGEMENT FEES - TD AMERITRADE | $4,475 | $4,475 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $13 | Amt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |