RUSSELL AND ELEANOR HORN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL AND ELEANOR HORN FOUNDATION (EIN 22-2663207)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201641329349102264
- Schema version
- 2015v2.1
- 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
- Applied To Prior Year Election
- Cash Deemed Charitable Expln Stmt
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T14:43:09-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD PO BOX 21439 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 FOUNDATION | 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 ROAD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY L HORN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7177924074 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY GOHN ANSTINE | PreparerPersonNm |
| PTIN | P00072689 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,772,024 | 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 | $383 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $195 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,156,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $225,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,424 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,424 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $158 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $443 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,821 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,821 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $838 | CashBOYAmt |
| Cash EOY | $1,189 | CashEOYAmt |
| Cash EOYFMV | $1,189 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,017 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $371,868 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $317,650 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $325,676 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,771,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,892,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,575,333 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $881,183 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $839,315 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $837,813 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,996 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,996 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,048,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,082,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,772,024 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,048,942 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,082,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,048,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,082,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,048,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,082,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,048,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,119,194 | SubtotalAmt |
| Other Decreases | $37,009 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,082,185 | 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 | $1,156,239 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,045,960 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,279 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,279 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,279 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,776,972 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,511,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044449 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,321,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039630 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,071 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,753,762 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047938 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,932 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,782,215 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048778 | DistributionYr5Rt |
| Total Distribution | 0.226769 | TotalDistributionRt |
| Average Distribution | 0.045354 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,730,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,213 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,173 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,386 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,261 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,347 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,347 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,467 | TaxDueAmt |
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 | Yes (1) | 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 | STACEY HORN TREASURERGRANT COORDINATOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7176990023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN ROAD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ANN KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | PRESIDENT - DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROLE D HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | SECRETARY - DIRECTOR | 2.00 | $0 | $0 | $0 |
| STACEY HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | TREASURER/GRANT COORDINATO | 1.00 | $2,400 | $0 | $0 |
| BETH ANN HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RALPH E HORN JR | ||||||||
| 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 |
| PATRICIA ROBINSON | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLISON SHELLY | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSIAH SHELLY | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC KUNKEL | ||||||||
| 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 |
| 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 | $3,799,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,855,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,855,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,730,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,347 | TotalTaxAmt |
| Distributable Before Adj | $182,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,199 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,261 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,261 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $132,261 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,805 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,261 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,805 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,456 | 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 | $179,743 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZEHIMER'S DISEASE RESEARCH | ||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | PC | MEDICAL RESEARCH | $1,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 924 N COLONIAL AVENUE | YORK | PA | 19403 | PC | RELAY FOR LIFE - YORK COLLEGE | $50 |
| AMERICAN RED CROSS - LANCASTER | ||||||
| 430 WEST ORANGE STREET | LANCASTER | PA | 17603 | PC | DISASTER RELIEF | $100 |
| AMERICAN RED CROSS - NATIONAL | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PC | SERVICES | $2,500 |
| AMERICAN RED CROSS-YORKADAMS CHAPTER | ||||||
| 724 SOUTH GEORGE STREET | YORK | PA | 17401 | PC | SERVICES | $10,000 |
| AWANA INTERNATIONAL | ||||||
| 15877 COLLECTION CENTER DRIVE | CHICAGO | IL | 606930158 | PC | LITERACY | $800 |
| BELL FAMILY SHELTER | ||||||
| 160 S GEORGE STREE | YORK | PA | 17401 | PC | HOUSING SUPPORT FOR INDIVIDUALS WITH MENTAL ILLNESS | $6,000 |
| CALVARY UM PASTORS DISCRETIONARY FUND | ||||||
| 11 NORTH RICHLAND AVE | YORK | PA | 17404 | PC | SERVICES MISSIONS | $6,200 |
| COLONIAL VIRGINIA COUNCIL BSA | ||||||
| 11721 JEFFERSON AVENUE | NEWPORT NEWS | VA | 23606 | PC | BOY SCOUTS | $800 |
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | COMMUNITY ASSISTANCE | $228 |
| DOVER ELEMENTARY - LIBRARY | ||||||
| 109 EAST CANAL STREET | DOVER | PA | 17315 | PC | EDUCATION | $500 |
| DOVER UNITED CHURCH OF CHRIST | ||||||
| 45 WEST CANAL STREET | DOVER | PA | 17315 | PC | COMMUNITY ASSISTANCE | $1,850 |
| EASTER SEALS CENTRAL PA | ||||||
| 2550 KINGSTON RD SUITE 219 | YORK | PA | 17402 | PC | CHILD & ADULT SPECIAL NEEDS SUPPORT | $640 |
| EPHRATA CLOISTER ASSOCIATES | ||||||
| 632 W MAIN STREET | EHRATA | PA | 17522 | PC | HISTORIC LOCATION | $25 |
| FEED THE CHILDREN | ||||||
| 333 N MERIDIAN PO BOX 36 | OKLAHOMA CITY | OK | 73101 | PC | CHILDHOOD HUNGER | $133 |
| HANOVER AREA COUNCIL OF CHURCHES | ||||||
| 136 CARLISLE STREET | HANOVER | PA | 17331 | PC | RELIGIOUS | $4,000 |
| KATALLASSO FAMILY HEALTH CENTER | ||||||
| 38 S BELVIDERE AVE | YORK | PA | 17401 | PC | HOMELESS HEALTH SERVICES | $5,000 |
| KNIGHTS OF COLUMBUS ARCHANGEL 7429 | ||||||
| 178 WHITE HORSE PIKE | BERLIN | NJ | 08009 | PC | COMMUNITY ASSISTANCE | $150 |
| LANCASTER COUNTY FOOD BANK | ||||||
| 344 N MARSHALL STREET | LANCASTER | PA | 17602 | PC | LOCAL FOOD BANK | $7,500 |
| LEBANON VALLEY COLLEGE | ||||||
| 101 N COLLEGE AVENUE | ANNVILLE | PA | 170031400 | PC | SCHOOL | $1,150 |
| NEW BIRTH OF FREEDOM BSA | ||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 170502344 | PC | SCOUTS | $4,000 |
| NEW HOPE MINISTRIES | ||||||
| 211 S BALTIMORE STREET | DILLSBURG | PA | 17019 | PC | CHRISTIAN SOCIAL SERVICE AGENCY | $10,000 |
| OUR DAILY BREAD | ||||||
| 331 SOUTH GEORGE STREET | YORK | PA | 17403 | PC | HOT MEAL PROGRAM | $7,000 |
| RE-CREATION FORCES | ||||||
| PO BOX 220 | PORT TREVORTON | PA | 178640220 | PC | VETERANS AFFAIRS | $365 |
| SALVATION ARMY LANCASTER | ||||||
| 131 S QUEEN STREET | LANCASTER | PA | 17603 | PC | SERVICE BASED | $5,100 |
| SALVATION ARMY - YORK | ||||||
| 50 EAST KING STREET | YORK | PA | 17401 | PC | SERVICE BASED | $7,000 |
| ST BALDRICKS FOUNDATION | ||||||
| 1333 SOUTH MAYFLOWER BLVD | MONROVIA | CA | 91016 | PC | CHILDHOOD CANCER RESEARCH | $710 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | MEDICAL RESEARCH | $100 |
| STRAND-CAPITOL PERFORMING ARTS CENTER | ||||||
| 50 N GEORGE STREET | YORK | PA | 17401 | PC | ARTS | $275 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 2405 PARK DRIVE SUITE 100 | HARRISBURG | PA | 17110 | PC | MEDICAL | $500 |
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||
| 157 BRYCE JORDAN CENTER | UNIVERSITY PARK | PA | 168027101 | PC | SCHOOL ATHLETICS | $2,100 |
| THE WELL | ||||||
| 595 W MARKET STREET | YORK | PA | 17401 | PC | MEDICATION ASSISTANCE | $6,000 |
| THE YORK COUNTY LITERACY COUNCIL | ||||||
| 800 EAST KING STREET | YORK | PA | 17403 | PC | LITERACY INSTRUCTION | $7,000 |
| UMCOR | ||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | PC | REFUGEE RELIEF | $3,500 |
| WATER STREET MINISTRIES | ||||||
| PO BOX 7267 | LANCASTER | PA | 176047267 | PC | HELPING THE HOMELESS | $7,575 |
| WORLD VISION | ||||||
| 34834 WEYERHAEUSER WAY | FEDERAL WAY | WA | 98063 | PC | WORLDWIDE RELIEF | $370 |
| YMCA OF YORK AND YORK COUNTY | ||||||
| 90 N NEWBERRY STREET | YORK | PA | 17401 | PC | SERVICES | $600 |
| YORK HABITAT FOR HUMANITY | ||||||
| 33 S SEWARD ST | YORK | PA | 17404 | PC | HOUSING SERVICES | $7,000 |
| YORK HEALTH FOUNDATION | ||||||
| 50 NORTH DUKE STREET | YORK | PA | 17401 | PC | EMERGENCY BEHAVIORAL HEALTH UNIT | $5,000 |
| YORK RESCUE MISSION | ||||||
| PO BOX 1968 | YORK | PA | 174051968 | PC | FOOD, CLOTHES, SHELTER, SPIRITUAL SERVICES | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,821 | 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 | $195 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,995 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,880 | Amt |
| Net Investment Income | $1,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSRUSSEL E & ELEANOR B HORN FOUNDATION22-XXX-XX-XXXX SOUTH RICHLAND AVE, YORK, PA 17404DECEMBER 31, 2012PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2010 IN THE AMOUNT OF $1,446. | ElectionDesc |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | FORM 990-PF, PART X, LINE 4:IN ACCORDANCE WITH REG. 53-4942(A)-2(C)(3)(IV), THE FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF 125,000 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NON-CHARITABLE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NON-CHARITABLE ASSETS = $3,855,928.2. 1.5% OF LINE 1 = $57,839.3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT ON LINE 2: THE ANNUAL OPERATING CASH NEEDS OF THE FOUNDATION INCLUDING CHARITABLE CONTRIBUTIONS, GIFTS, AND GRANTS HAS EXCEEDED $110,000 FOR THE PAST THREE YEARS. THE DISTRIBUTION OF 2015 INCOME PLUS NORMAL OPERATING EXPENSES OF THE FOUNDATION ARE EXPECTED TO EXCEED $132,000 AND IT WILL BE DISTRIBUTED IN THE COMING FISCAL YEAR. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $839,315 | EOYBookValueAmt |
| EOYFMV | $837,813 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,892,018 | EOYBookValueAmt |
| EOYFMV | $2,575,333 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $317,650 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $325,676 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| M & T COST BASIS ADJUSTMENTS | $18,566 |
| MERRILL LYNCH BASIS ADJUSTMENT | $18,443 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $403 | $0 | $0 |
| POSTAGE | $40 | $0 | $40 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK TRUSTEE FEES | CategoryTxt |
| Amt | $20,424 | Amt |
| Net Investment Income | $20,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RUSSELL E HORN | |||
| 1270 BROCKIE DRIVE | YORK | PA | 17403 |
| PACE RESOURCES INC | |||
| 40 SOUTH RICHLAND AVENUE | YORK | PA | 17404 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $158 | Amt |
| Net Investment Income | $158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |