HERSHA H AND HASU P SHAH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HERSHA H AND HASU P SHAH FAMILY FOUNDATION (EIN 20-2011302)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-17
- IRS object ID
- 202533219349104943
- Schema version
- 2024v5.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:38:40-08:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232175024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boles Metzger Brosius & Walborn PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 N Front 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 | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202011302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERSHA H AND HASU P SHAH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERS | BusinessNameControlTxt |
| Phone | 7174125718 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASU P SHAH | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter R McCachren CPA | PreparerPersonNm |
| PTIN | P01216960 | PTIN |
| Phone | 7172380446 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,973,772 | 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 | $5,251 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $89,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,475 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $89,475 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $94,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,475 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $89,475 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $4,262 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,131 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,131 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,279 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $640 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $639 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,200 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $944 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $943 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,713 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,179 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,179 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $89,475 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,898 | CashBOYAmt |
| Cash EOY | $28,500 | CashEOYAmt |
| Cash EOYFMV | $28,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $873,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $849,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $849,758 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,664,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,664,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,311,904 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $597,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $135,983 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $469,717 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $461,517 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $650,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $142,565 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $133,610 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,167,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,137,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,973,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,167,537 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,137,693 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,167,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,137,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,167,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,137,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,167,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,510 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,144,027 | SubtotalAmt |
| Other Decreases | $6,334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,137,693 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,192 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,192 | SubtotalAmt |
| Tax Based On Investment Income | $1,192 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $63 | EsPenaltyAmt |
| Tax Due | $1,255 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASU P SHAH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172364400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HASU P SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| HARSHA H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| JAY H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| NEIL H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,181,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $889,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $650,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,721,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,721,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,665,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,192 | TotalTaxAmt |
| Distributable Before Adj | $182,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $182,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $182,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,892 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $94,892 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,071 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $529,183 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,581 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,203 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $225,244 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $904,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,892 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,892 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $87,179 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $87,179 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $817,032 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $442,004 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $375,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,581 | ExcessFromYear4Amt |
| Excess From Year3 | $141,203 | ExcessFromYear3Amt |
| Excess From Year1 | $225,244 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HASU P SHAH | ContributingManagerNm |
| Contributing Manager | HARSHA H SHAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANKARA EYE FOUNDATION USA | ||||||||||||
| 1900 MCCARTHY BOULEVARD | MILPITAS | CA | 95035 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $41,833 | |||||
| SHRI JALARAM ARGOYA SEVA TRUST | ||||||||||||
| N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $17,068 | at po MEGRAJ TA MEGRAJ - 383350 | GUJARAT | GUJARAT | IN | 383350 | ||||
| AI ROBOTIC INC | ||||||||||||
| 46 Bethpage Dr | Mechanicsburg | PA | 17050 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,151 | |||||
| AAROGYA TECH INC | ||||||||||||
| N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $25,000 | 16-A Sankara Eye Hospital Street | Coimbatore | Tamil Nadu | IN | 641035 | ||||
| OPERATION MEDICAL | ||||||||||||
| 44 HERSHA DR | HARRISBURG | PA | 17102 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,001 | |||||
| HARRISBURG GUJARATI ASSOCIATION | ||||||||||||
| 3507 MARKET ST 101 | CAMP HILL | PA | 17011 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $125 | |||||
| HARRISBURG TELUGA ASSOCIATION | ||||||||||||
| 3507 MARKET ST 101 | CAMP HILL | PA | 17011 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,001 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,179 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,475 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$19,629 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,475 | ExclusionAmt |
| Related Or Exempt Function Incm | -$19,629 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,846 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | VINCE COPPOLA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 LINE ROAD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1800 N 2ND STREET BLDG | PropertyDesc |
| Acquired | 2008-12-03 | AcquiredDt |
| Cost Or Other Basis | $328,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $127,783 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 40.0000 | LifeRt |
| Current Year Expense | $8,200 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VWO | $138,484 | $128,645 |
| VBK | $168,484 | $163,118 |
| VO | $264,600 | $359,022 |
| VOO | $911,606 | $1,430,300 |
| VB | $181,134 | $230,819 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $328,000 | $135,983 | $192,017 | $650,000 |
| Land | $269,500 | $269,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HERSHA MBIT | AT COST | $30,000 | $30,000 |
| TRIPLE BAR GROUP LLC | AT COST | $103,610 | $103,610 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRIPLE BAR GROUP PASSTHROUGH LOSS | Desc |
| Amt | $6,334 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| general expenses | $1,887 | $944 | $943 |
| Rental Expenses | $11,429 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | investment and bank fees | CategoryTxt |
| Amt | $4,262 | Amt |
| Net Investment Income | $2,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,131 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,279 | Amt |
| Net Investment Income | $640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $639 | DisbursementsCharitablePrpsAmt |