LOIS LEHRMAN GRASS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOIS LEHRMAN GRASS FOUNDATION (EIN 23-7218005)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-04-13
- IRS object ID
- 201501039349100100
- Schema version
- 2013v4.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T07:12:59-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251735300 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRYSTAL U HACKETT CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BERGNER STREET | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237218005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS LEHRMAN GRASS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 7177377231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 593 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 171010593 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS LEHRMAN GRASS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7177377231 | PhoneNum |
| Signature | 2015-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRYSTAL HACKETT | PreparerPersonNm |
| PTIN | P00448207 | PTIN |
| Phone | 7177377231 | PhoneNum |
| Preparation | 2015-02-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,420,812 | 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 | $8,509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $881,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,550 | 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 |
| Legal Fees Rev And Expnss | $3,042 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,042 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,976 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,330 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $735,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $735,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $757,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $735,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$644,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,441 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,732 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,294,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,752,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,827,519 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $474,561 | OtherAssetsBOYAmt |
| Other Assets EOY | $474,561 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $474,561 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,888,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,346,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,420,812 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,205,900 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,205,900 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,682,706 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,140,114 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,888,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,346,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,888,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,346,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,888,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$644,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $102,203 | OtherIncreasesAmt |
| Subtotal | $2,346,014 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,346,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $875,227 | $812,854 | $62,373 | $62,373 | |
| CAPITAL GAINS DIVIDENDS | $6,666 | $6,666 | $6,666 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,039 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $461,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,653,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.278932 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $483,311 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,985,894 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161865 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $402,176 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,026,918 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.132866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $287,556 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,981,619 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096443 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,867,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010272 | DistributionYr5Rt |
| Total Distribution | 0.680378 | TotalDistributionRt |
| Average Distribution | 0.136076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,156,226 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $293,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $944 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $294,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $735,260 | 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 | $944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,056 | OverpaymentAmt |
| Applied To ES Tax | $2,056 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRYSTAL HACKETT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177377231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BERGNER STREET | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17110 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOIS LEHRMAN GRASS | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ELIZABETH GRASS WEESE | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTEN OLEWINE MILKE | ||||||||
| 2000 CRUMS MILL ROAD | HARRISBURG | PA | 17110 | 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 | $2,061,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,189,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,189,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,156,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $944 | TotalTaxAmt |
| Distributable Before Adj | $106,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $735,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $735,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $944 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $734,316 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $116,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $256,908 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $337,682 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $384,085 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,095,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $735,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $628,393 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,723,805 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,723,805 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $116,737 | ExcessFromYear4Amt |
| Excess From Year3 | $256,908 | ExcessFromYear3Amt |
| Excess From Year2 | $337,682 | ExcessFromYear2Amt |
| Excess From Year1 | $384,085 | ExcessFromYear1Amt |
| Excess From Current Year | $628,393 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS LEHRMAN GRASS | ContributingManagerNm |
| Contributing Manager | ELIZABETH GRASS WEESE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOIS LEHRMAN GRASS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 593 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7176522552 | RecipientPhoneNum |
| Form And Info And Materials | NONE PRESCRIBED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ACTIVITIES RELATED TO WOMEN, ARTS, AND JEWISH INTERESTS IN CENTAL PENNSYLVANIA PREFERRED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ISRAEL CULTURAL FOUNDATION | |||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CAPITAL REGION ARTS AND EDUCATION | |||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | MICROPHONES | $3,000 |
| CENTRAL PA FOOD BANK | |||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,800 |
| CENTRAL PA FRIENDS OF JAZZ | |||||||
| 5721 JONESTOWN ROAD | HARRISBURG | PA | 17112 | NONE | PUBLIC CHARITY | SPONSORSHIP | $1,000 |
| CENTRAL PA FRIENDS OF JAZZ | |||||||
| 5721 JONESTOWN ROAD | HARRISBURG | PA | 17112 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CENTRAL PA YOUTH BALLET | |||||||
| 5 N ORANGE STREET SUITE 3 | CARLISLE | PA | 17013 | NONE | PUBLIC CHARITY | ACQUISITION OF NEW REPERTORY | $30,000 |
| CHINESE CULTURAL AND ARTS INSTITUTE | |||||||
| 200 S 41ST STREET | HARRISBURG | PA | 17111 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| GAMUT THEATRE | |||||||
| 605 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $3,000 |
| HACC ROSE LEHRMAN ARTS CENTER | |||||||
| ONE HACC DRIVE | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| HARRISBURG SYMPHONY ORCHESTRA | |||||||
| 800 CORPORATE CIRCLE SUITE 101 | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,500 |
| HOSPICE OF CENTRAL PENNSYLVANIA | |||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| JEWISH FILM FESTIVAL | |||||||
| 3301 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LIVING TRADITIONS | |||||||
| 207 W 25TH STREET ROOM 502 | NEW YORK CITY | NY | 10001 | NONE | PUBLIC CHARITY | KLEZ KAMP | $5,000 |
| MARKET SQUARE CONCERTS | |||||||
| P O BOX 1292 | HARRISBURG | PA | 17108 | NONE | PUBLIC CHARITY | SPONSORSHIP AND UNDERWRITING | $12,500 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 200053970 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 |
| TEMPLE OHEV SHOLOM | |||||||
| 2435 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | CANTOR MEMORIAL | $5,000 |
| THE FOUNDATION FOR ENHANCING COMMUNITIES | |||||||
| 200 N 3RD STREET | HARRISBURG | PA | 17108 | NONE | PUBLIC CHARITY | ROSE LEHRMAN ARTS CENTER AT HACC IN MEMORY OF LINDA GRASS SHAPIRO | $5,000 |
| THEATRE HARRISBURG | |||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | ARTS AWARD | $8,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | LANGUAGE PROJECT | $25,000 |
| UNITED WAY OF THE CAPITAL REGION | |||||||
| 2235 MILLENNIUM WAY | ENOLA | PA | 17025 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| WHITAKER CENTER FOR SCIENCE AND THE ARTS | |||||||
| 222 MARKET STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | ENDOWMENT CHALLENGE | $452,786 |
| AMERICAN RED CROSS | |||||||
| 1804 N 6TH STREET | HARRISBURG | PA | 17102 | NONE | PUBLIC CHARITY | LOCAL DISASTERS | $15,000 |
| SUSQUEHANNA FOLK MUSIC SOCIETY | |||||||
| 378 OLD YORK ROAD | NEW CUMBERLAND | PA | 17070 | NONE | PUBLIC CHARITY | PROGRAMMING | $1,500 |
| MILLERSVILLE UNIVERSITY | |||||||
| WARE CENTER 42 N PRINCE STREET | LANCASTER | PA | 17603 | NONE | PUBLIC CHARITY | DEVIL'S ARITMETIC PROJECT | $1,812 |
| OHAVI ZEDEX SYNAGOGUE | |||||||
| 188 NORTH PROSPECT STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | MURAL RESTORATION | $1,000 |
| JEWISH FEDERATION OF GREATER HARRISBURG | |||||||
| 3301 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | ETHICAL WILL PROJECT | $5,000 |
| GAMUT THEATRE | |||||||
| 605 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | SHAKESPEARE BIRTHDAY PARTY | $1,000 |
| OPEN STAGE OF HARRISBURG | |||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| CAPITAL REGION ARTS AND EDUCATION | |||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | COMPUTERS FOR CASA | $15,000 |
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| JEWISH FAMILY SERVICE | |||||||
| 3333 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,800 |
| CAPITAL AREA SCHOOL FOR THE ARTS | |||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | PIANO | $8,000 |
| CAPITAL REGION ARTS AND EDUCATION | |||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | CASA | $50,000 |
| JEWISH FEDERATION OF GREATER HARRISBURG | |||||||
| 3301 N FRONT STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | VIOLINS OF HOPE | $3,796 |
| HARRISBURG SYMPHONY ORCHESTRA | |||||||
| 800 CORPORATE CIRCLE SUITE 101 | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | GILL COMMISSION | $21,766 |
| ANTIDEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GAMUT THEATRE | |||||||
| 605 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | ARTS FEST | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $735,260 | 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 | $8,509 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,002 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,550 | 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 | ACCOUNTANT | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $4,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB ACCOUNT | AT COST | $915,260 | $891,739 |
| FIDELITY ACCOUNT | AT COST | $837,461 | $935,780 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $3,042 | LegalFeesAmt |
| Net Investment Income | $3,042 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CELLO | Desc |
| BOY Book Value | $474,561 | BOYBookValueAmt |
| EOY Book Value | $474,561 | EOYBookValueAmt |
| EOYFMV | $474,561 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $250 | $250 | $0 |
| BOOKKEEPING | $4,000 | $4,000 | $0 |
| OFFICE EXPENSE | $80 | $80 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON CONTRIBUTION OF RITE AID STOCK TO CHARITIES | Description |
| Amount | $102,203 | Amount |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISBURG UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $0 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $5,937 | Amt |
| Net Investment Income | $5,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,976 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |