THE ARLENE UTZ HOLLINGER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE ARLENE UTZ HOLLINGER FOUNDATION (EIN 65-0386804)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-26
- IRS object ID
- 201811169349100401
- Schema version
- 2017v2.2
- 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
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-26T07:38:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592469695 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COCHRANE & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE CT | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650386804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARLENE UTZ HOLLINGER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARLE | BusinessNameControlTxt |
| Phone | 5616849566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE COURT | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W RICE | PersonNm |
| Person Title | SECRETARY TREASURER | PersonTitleTxt |
| Phone | 5616849566 | PhoneNum |
| Signature | 2018-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REYNOLDS J COCHRANE | PreparerPersonNm |
| PTIN | P00255732 | PTIN |
| Phone | 5616849566 | PhoneNum |
| Preparation | 2018-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,705,363 | 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 | $33,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,801 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,775 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,054 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,385,396 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,293,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,578,370 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,276 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,939 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,939 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,419,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,420,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,705,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,293,234 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,293,234 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$873,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$872,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,419,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,420,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,419,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,420,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,419,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,713 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,420,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,420,988 | 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 |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $150,000 | $122,401 | $27,599 | $27,599 |
| CAPITAL GAINS DIVIDENDS | P | $23,202 | $23,202 | $23,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,801 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,663 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,472,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051374 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,510,473 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050901 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,487 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,580,598 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052187 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,534,677 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046264 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,409,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048948 | DistributionYr5Rt |
| Total Distribution | 0.249674 | TotalDistributionRt |
| Average Distribution | 0.049935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,606,131 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,202 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,050 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,939 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,939 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,243 | OverpaymentAmt |
| Applied To ES Tax | $1,243 | 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 | FL | 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 | COCHRANE & CO PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5616849566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE COURT | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE E RICE | ||||||||
| 6161 N OCEAN BLVD | OCEAN RIDGE | FL | 33435 | TRUSTEE AND PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL W RICE | ||||||||
| 900 HIGH STREET | HANOVER | PA | 17331 | TRUSTEE AND SECRETARY | 0.00 | $0 | $0 | $0 |
| ANDREA L RICE | ||||||||
| 7200 CAPILLA COURT | CORAL GABLES | FL | 33143 | TRUSTEE AND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ESTELLE B KING | ||||||||
| 2596 HANOVERPIKE | HANOVER | PA | 17331 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GARY L LAABS | ||||||||
| 228 N STEPHAN PL | HANOVER | PA | 17331 | TRUSTEE | 0.00 | $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 | $1,564,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,630,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,630,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,606,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,696 | TotalTaxAmt |
| Distributable Before Adj | $78,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,075 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,075 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $63,686 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S PLACE AT HOME SAFE | |||||||
| 2840 6TH AVE S | LAKE WORTH | FL | 33461 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| DELONE CATHOLIC HIGH SCHOOL | |||||||
| 140 S OXFORD AVE | MCSHERRYTOWN | PA | 17344 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| EASTER SEALS OF CENTRAL PA | |||||||
| 2201 S QUEEN ST | YORK | PA | 17402 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| EICHELBERGER PERFORMING ARTS CENTER | |||||||
| 195 STOCK ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| GUTHRIE MEMORIAL LIBRARY | |||||||
| 301 CARLISLE STREET | HANOVER | PA | 17331 | N/A | PUBLIC | ENDOWMENT FUND | $2,000 |
| HACC FOUNDATION | |||||||
| 731 OLD HARRISBURG RD | GETTYSBURG | PA | 17325 | N/A | PUBLIC | ENDOWMENT FUND | $4,000 |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARLISLE ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT HISPANIC AMERICAN CENTER | $3,000 |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARLISLE ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| HANOVER AREA YMCA | |||||||
| 14 WEST MARKET ST | YORK | PA | 17401 | N/A | PUBLIC | GENERAL SUPPORT ENDOWMENT FUND | $5,000 |
| HANOVER AREA YMCA | |||||||
| 14 WEST MARKET ST | YORK | PA | 17401 | N/A | PUBLIC | ENDOWMENT FUND | $2,000 |
| HANOVER HISTORICAL SOCIETY | |||||||
| 105 HIGH STREET | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| HART CENTER | |||||||
| 450 E GOLDEN LN | NEW OXFORD | PA | 17350 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| HOFFMAN HOMES FOR YOUTH | |||||||
| 815 ORPHANAGE ROAD | LITTLESTOWN | PA | 17340 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | N/A | PUBLIC | SCHOLARSHIP FUND | $3,000 |
| NEW HOPE MINISTRIES | |||||||
| 529 CARLISLE ST | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL FUND | $3,000 |
| OLIVIA'S HOUSE | |||||||
| 830 S GEORGE STREET | YORK | PA | 17403 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| PALM BEACH HABILITATION CENTER | |||||||
| 4522 S CONGRESS AVE | LAKE WORTH | FL | 33461 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| ST MARKS EPISCOPAL CHURCH | |||||||
| 3395 BURNS RD | PALM BEACH GARDENS | FL | 33418 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| ST MARKS EPISCOPAL CHURCH | |||||||
| 3395 BURNS RD | PALM BEACH GARDENS | FL | 33418 | N/A | PUBLIC | CAPITAL IMPROVEMENTS | $3,000 |
| SWEET CHARITIES OF HANOVER INC | |||||||
| 1150 CARLISLE ST 5 | HANOVER | PA | 17331 | N/A | PUBLIC | CANCER PATIENT FUND | $6,000 |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | N/A | PUBLIC | CAFE JOSHUA | $6,000 |
| TRUENORTH WELLNESS SERVICES | |||||||
| 625 W ELM AVE | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT AUTISM AND AMAZING KIDS CAPITAL PROGRAM | $1,000 |
| TRUENORTH WELLNESS SERVICES | |||||||
| 625 W ELM AVE | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT AUTISM AND AMAZING KIDS PROGRAMS | $6,000 |
| UCP OF SOUTH CENTRAL PA | |||||||
| 788 CHERRY TREE CT | HANOVER | PA | 17331 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,862 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,775 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | REVENUE EARNED ON ASSETS UTILIZED TO FURTHER CHARITABLE MISSION |
| 7 | REVENUE EARNED ON ASSETS UTILIZED TO FURTHER CHARITABLE MISSION |
| 8 | REVENUE EARNED ON ASSETS UTILIZED TO FURTHER CHARITABLE MISSION |
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 | COCHRANE & CO. | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,293,995 | EOYBookValueAmt |
| EOYFMV | $1,578,370 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED EXCISE TAX PAID IN | Desc |
| BOY Book Value | $3,276 | BOYBookValueAmt |
| EOY Book Value | $2,939 | EOYBookValueAmt |
| EOYFMV | $2,939 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PAYOUTS | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE STREET BANK & TRUST | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIOR YEARS EXCISE TAX | $337 | $0 | $0 |
| FOREIGN TAX PAID | $964 | $0 | $0 |
| ANNUAL REPORT | $61 | $0 | $0 |