RUSSELL AND ELEANOR HORN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL AND ELEANOR HORN FOUNDATION (EIN 22-2663207)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349102176
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:31:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232707451 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER BROWN OHM & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 N SUSQUEHANNA TRL STE A | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 174041686 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222663207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL E & ELEANOR B HORN FOUNDATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 7176990023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY HORN | PersonNm |
| Person Title | TREASURER/GRANT COOR | PersonTitleTxt |
| Phone | 7176990023 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC SCHMIEDEL CPA CSEP | PreparerPersonNm |
| PTIN | P00069196 | PTIN |
| Phone | 7176688492 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 13:31:36 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 898C1895B8F201315E3AD013D20E33E4FB790411 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D65B8C24A6D834F8E6E3582B5F89B03B947C9ED7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,753,968 | 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 | $112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $806,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,884 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $663 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $192 | CashBOYAmt |
| Cash EOY | $205 | CashEOYAmt |
| Cash EOYFMV | $205 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $114,383 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,549 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $246,307 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $191,227 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $192,322 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,600,697 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,554,425 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,386,782 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,052,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,145,908 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,131,114 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,996 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,996 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,027,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,935,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,753,968 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,027,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,935,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,027,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,935,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,027,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,935,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,027,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,492 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,945,914 | SubtotalAmt |
| Other Decreases | $10,604 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,935,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $806,431 | GrossSalesPriceAmt |
| Cost Or Other Basis | $788,263 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,168 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,168 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,168 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,902,890 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047157 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,734 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,729,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,261 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,730,928 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035450 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,668 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,776,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045974 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,628 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,511,391 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044449 | DistributionYr5Rt |
| Total Distribution | 0.221758 | TotalDistributionRt |
| Average Distribution | 0.044352 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,935,113 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,530 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,675 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,523 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,145 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,145 | SubtotalAmt |
| Tax Based On Investment Income | $1,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,255 | OverpaymentAmt |
| Applied To ES Tax | $1,255 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STACEY HORN TREASURER GR COORD | IndividualWithBooksNm |
| Phone | 7176690023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STACEY HORN | ||||||||
| 5885 MOUNTAIN RD | DOVER | PA | 17315 | TREASURER/GR | 1.00 | $2,400 | $0 | $0 |
| ANN KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | PRESIDENT | 2.00 | $2,400 | $0 | $0 |
| CAROLE D HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RALPH E HORN JR | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH ANN HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE CARRIGAN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PASTOR MIKE BROSSMAN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE HOLMES | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUSSELL E HORN III | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,988,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,085,113 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,085,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,935,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,145 | TotalTaxAmt |
| Distributable Before Adj | $195,611 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $195,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $195,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,523 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $194,523 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,145 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $193,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $195,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $188,783 | UndistributedIncomePYAmt |
| Qualifying Distributions | $194,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $188,783 | AppliedToYear1Amt |
| Applied To Current Year | $5,740 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $189,871 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | MEDICAL RESEARCH | $20 | |
| AMERICAN RED CROSS -YORKADAMS CHAP | |||||||
| 724 S GEORGE ST | YORK | PA | 17401 | PC | SERVICES | $9,050 | |
| APPELL CENTER FOR PERFORMING ARTS | |||||||
| 50 N GEORGE ST | YORK | PA | 17401 | PC | PERFORMING ARTS | $300 | |
| APPALACHAIN BEAR RESCUE | |||||||
| PO BOX 364 | TOWNSEND | TN | 37882 | PC | ANIMAL RESCUE | $25 | |
| AWANA INTERNATIONAL | |||||||
| 15877 COLLECTION CTR DR | CHICAGO | IL | 606930158 | PC | LITERACY | $800 | |
| BELL FAMILY SHELTER | |||||||
| 160 S GEORGE ST | YORK | PA | 17401 | PC | HOUSING SUPPORT/MENTALLY ILL INDIVID | $6,750 | |
| BIG BROTHERSBIG SISTERS-YORKADAMS | |||||||
| 227 W MARKET ST | YORK | PA | 17401 | PC | CHILDHOOD SUPPORT | $6,600 | |
| BOYS AND GIRLS CLUB LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17608 | PC | CHILDHOOD SUPPORT | $8,000 | |
| BSA TROOP 102 | |||||||
| 4470 HIGHLAND LANE | GLENVILLE | PA | 17329 | PC | BOY SCOUTS OF AMERICA | $250 | |
| CALVARY UM - PASTOR'S DISCRETIONARY | |||||||
| 11 N RICHLAND AVE | YORK | PA | 17404 | PC | SERVICES - MISSIONS | $5,500 | |
| CENTRE CO WOMENS RESOURSE CENTER | |||||||
| 140 W NITTANY AVE | STATE COLLEGE | PA | 16801 | PC | SERVICES FOR WOMEN | $200 | |
| CLEARWATER CONSERVANCY | |||||||
| 2555 N ATHERTON ST | STATE COLLEGE | PA | 16803 | PC | SERVICES | $200 | |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | COMMUNITY ASSISTANCE | $247 | |
| COVENANT UMC | |||||||
| 110 N MULBERRY ST | LANCASTER | PA | 17603 | PC | SERVICES | $1,000 | |
| CREATIVE YORK | |||||||
| 10 N BEAVER ST | YORK | PA | 17401 | PC | SERVICES | $5,000 | |
| EASTER SEALS CENTRAL PA | |||||||
| 2550 KINGSTON RD | YORK | PA | 17402 | PC | CHILD & ADULTS SPECIAL NEEDS SUPPORT | $1,025 | SUITE 219 |
| ELEPHANT SANTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | PC | ANIMAL RESCUE | $25 | |
| ELIZABETHTOWN COLLEGE | |||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | PC | SERVICES - EDUCATIONAL | $150 | |
| FOOD BANK OF STATE COLLEGE AREA | |||||||
| 1321 S ATHERTON ST | STATE COLLEGE | PA | 16801 | PC | FOOD BANK | $200 | |
| GAP MENTORING & SCHOLARSHIP FUND | |||||||
| PO BOX 63 | SWEDESBORO | NJ | 08085 | PC | SERVICES - EDUCATIONAL | $100 | |
| GREATER PITTSBURGH COMMUNITY FOOD | |||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | PC | LOCAL FOOD BANK | $350 | |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARLISLE ST | HANOVER | PA | 17331 | PC | RELIGIOUS | $5,000 | |
| HEARTS FOR HOMELESS | |||||||
| 100 S FRASER ST | STATE COLLEGE | PA | 16801 | PC | HOMELESS SERVICES | $200 | |
| HOSPICE & COMMUNITY CARE | |||||||
| 224 ST CHARLES WAY | YORK | PA | 17402 | PC | END-OF-LIFE CARE | $2,500 | SUITE 200 |
| KATALLASSO FAMILY HEALTH CENTER | |||||||
| 38 S BELVIDERE AVE | YORK | PA | 17401 | PC | HOMELESS HEALTH SERVICES | $50 | |
| LANCASTER COUNCIL OF CHURCHES | |||||||
| 812 N QUEEN ST | LANCASTER | PA | 17603 | PC | LOCAL FOOD BANK | $7,500 | |
| LATINOS UNIDOS OF YORK | |||||||
| 469 LINDEN AVE | YORK | PA | 17404 | PC | SERVICE BASED | $375 | |
| MAKE A WISH GREATER PA & WV | |||||||
| 2951 WHITEFORD RD | YORK | PA | 17402 | PC | CHILDREN'S DISEASES | $4,400 | SUITE 304 |
| MISSION CENTRAL | |||||||
| 5 PLEASANT VIEW DR | MECHANICSBURG | PA | 17050 | PC | SERVICE BASED | $75 | |
| NEW BIRTH OF FREEDOM BSA | |||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | PC | BOY SCOUTS | $5,150 | |
| NEW HOPE MINISTRIES | |||||||
| 211 S BALTIMORE ST | DILLSBURG | PA | 17019 | PC | CHRISTIAN SOCIAL SERVICE AGENCY | $12,000 | |
| PAPPUS HOUSE | |||||||
| 253 CHERRY STREET | YORK | PA | 17402 | PC | END-OF-LIFE CARE | $5,000 | |
| OUR DAILY BREAD | |||||||
| 331 S GEORGE ST | YORK | PA | 17403 | PC | HOT MEAL PROGRAM | $9,000 | |
| PENN TWP VOLUNTEER EMER SVCS | |||||||
| 204 CLOVER LANE | HANOVER | PA | 17331 | PC | SERVICES-EMERGENCY | $200 | |
| PITTIES LOVE PEACE INC | |||||||
| PO BOX 534 | ELIZABETHTOWN | PA | 17022 | PC | SERVICES | $300 | |
| RE-CREATION FORCES | |||||||
| PO BOX 220 | PORT TREVORTON | PA | 17864 | PC | VETERAN'S AFFAIRS | $365 | |
| ROTARY CLUB OF YORK | |||||||
| 724 S GEORGE ST | YORK | PA | 17401 | PC | SYCAMORE TREE - DEDICATED TO RH SR | $500 | |
| SALVATION ARMY - LANCASTER | |||||||
| 131 S QUEEN ST | LANCASTER | PA | 17603 | PC | SERVICE BASED | $5,250 | |
| SALVATION ARMY - YORK | |||||||
| 50 E KING ST | YORK | PA | 17401 | PC | SERVICE BASED | $7,000 | |
| SERVANTS INC | |||||||
| 100 REDCO AVE | RED LION | PA | 17356 | PC | SERVICES | $2,500 | SUITE C-O |
| SPECIAL OLYMPICS | |||||||
| 2570 BLVD OF THE GENERALS | NORRISTOWN | PA | 19403 | PC | SERVICES | $50 | |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER BLVD | MONROVIA | CA | 91016 | PC | CHILDHOOD CANCER RESEARCH | $850 | |
| STEPHEN SILLER TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | SERVICES | $9,000 | |
| THE FOUR DIAMONDS FUND | |||||||
| PO BOX 852 | HERSHEY | PA | 17033 | PC | CONQUER CHILDHOOD CANCER | $300 | |
| THE HOPE CENTER | |||||||
| 212 CHESTNUT STREET | MARYSVILLE | OH | 43040 | PC | SERVICES | $1,000 | |
| THE WELL | |||||||
| 595 W MARKET ST | YORK | PA | 17401 | PC | MEDICATION ASSISTANCE | $8,000 | |
| WATER STREET MINISTRIES | |||||||
| PO BOX 7267 | LANCASTER | PA | 17604 | PC | HELPING THE HOMELESS | $10,451 | |
| YORK AREA HOUSING GROUP | |||||||
| 118 N GEORGE ST | YORK | PA | 17401 | PC | HOUSING SERVICES | $4,840 | |
| YMCA OF YORK AND YORK COUNTY | |||||||
| 90 N NEWBERRY ST | YORK | PA | 17401 | PC | COMMUNITY SERVICES | $600 | |
| YORK COUNTY FIRE SCHOOL | |||||||
| 330 EMIG RD | YORK | PA | 17406 | PC | EDUCATIONAL SERVICES | $400 | |
| YORK COUNTY HONORS CHOIRS | |||||||
| 50 N GEORGE ST | YORK | PA | 17401 | PC | YOUTH - ARTS | $1,500 | |
| YORK COUNTY COMMUNITY FOUNDATION | |||||||
| 14 W MARKET ST | YORK | PA | 17401 | PC | SERVICES | $10,000 | |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 800 E KING ST | YORK | PA | 17403 | PC | LITERACY INSTRUCTION | $8,025 | |
| YORK HABITAT FOR HUMANITY | |||||||
| 33 S SEWARD ST | YORK | PA | 17404 | PC | HOUSING SERVICES | $7,000 | |
| YORK HEALTH FOUNDATION | |||||||
| 50 N DUKE ST | YORK | PA | 17401 | PC | EMERGENCY BEHAVIORAL HEALTH UNIT | $5,610 | |
| YORK RESCUE MISSION | |||||||
| PO BOX 1968 | YORK | PA | 17405 | PC | FOOD, CLOTHES, SHELTER, SPIRITUAL | $8,202 | |
| YORK SUBURBAN MIDDLE SCHOOL PSA | |||||||
| 455 SUNDALE DR | YORK | PA | 17402 | PC | SERVICES - EDUCATIONAL | $50 | |
| YORKSHIRE UMC | |||||||
| 125 EDGEWOOD RD | YORK | PA | 17402 | PC | SERVICES | $25 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,791 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,145,908 | EOYBookValueAmt |
| EOYFMV | $1,131,114 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,554,425 | EOYBookValueAmt |
| EOYFMV | $2,386,782 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $191,227 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $192,322 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CENT PA CONF UNITED METH CHURCH | Desc |
| BOY Book Value | $12,996 | BOYBookValueAmt |
| EOY Book Value | $12,996 | EOYBookValueAmt |
| EOYFMV | $12,996 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WILMINGTON TRUST COST BASIS ADJUSTMENTS | Desc |
| Amt | $10,604 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| TELEPHONE | $26 | |
| POSTAGE | $57 | $57 |
| MEETING EXPENSE | $606 | $606 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK TRUSTEE FEES | CategoryTxt |
| Amt | $19,884 | Amt |
| Net Investment Income | $19,884 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAXES | CategoryTxt |
| Amt | $1,400 | Amt |