THE VAN HORN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE VAN HORN FOUNDATION (EIN 20-8246406)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349102747
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T13:46:50-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian T Kelly CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 North Scott Street | AddressLine1Txt |
| City | Carbondale | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208246406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VAN HORN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANH | BusinessNameControlTxt |
| Phone | 5702538506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o WAYNE BANK 717 MAIN STREET | AddressLine1Txt |
| City | HONESDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE WYLAM | PersonNm |
| Person Title | SR TRUST OFFICER | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian T Kelly CPA | PreparerPersonNm |
| PTIN | P00244730 | PTIN |
| Phone | 5702822800 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $569,335 | 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 | $172,638 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $350 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $350 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156 | GrossSalesPriceAmt |
| Total Rev And Expnss | $188,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,811 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,269 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,135 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $325 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,271 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,754 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $305,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $408,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $483,807 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,096 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,013 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,568 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $14,592 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,206 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $336,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $569,335 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $336,638 | CapitalStockBOYAmt |
| Capital Stock EOY | $493,728 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $336,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $493,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $336,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $493,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $336,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,090 | ExcessRevenueOverExpensesAmt |
| Subtotal | $493,728 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $493,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,027 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $214,882 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08855 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,262 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $63,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08311 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,586 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,392 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,780 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,692 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05909 | DistributionYr5Rt |
| Total Distribution | 0.35518 | TotalDistributionRt |
| Average Distribution | 0.07104 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $512,166 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,809 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $265 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $265 | SubtotalAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $265 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5702538506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 MAIN STREET | AddressLine1Txt |
| City | HONESDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18431 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WAYNE BANK | ||||||
| 717 MAIN STREET | HONESDALE | PA | 18431 | Trustee | 1.00 | $4,269 |
| JOHN VAN HORN | ||||||
| 402 MIDDLE CREEK ROAD | HONESDALE | PA | 18431 | Trustee | 1.00 | $0 |
| MARY ELLEN LUTHY | ||||||
| PO BOX 5 | POINT PLEASANT BEACH | NJ | 08742 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION PROVIDES FUNDING FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES BY MAKING CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $482,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $519,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $519,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $512,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $265 | TotalTaxAmt |
| Distributable Before Adj | $25,343 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,343 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,343 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,809 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,809 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $28,809 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,343 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,597 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,443 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,966 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,809 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,466 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,597 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $546 | ExcessFromYear4Amt |
| Excess From Year3 | $1,184 | ExcessFromYear3Amt |
| Excess From Year2 | $2,196 | ExcessFromYear2Amt |
| Excess From Year1 | $8,443 | ExcessFromYear1Amt |
| Excess From Current Year | $3,466 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WAYNE COUNTY PUBLIC LIBRARY | |||||||
| 1406 MAIN STREET | HONESDALE | PA | 18431 | NONE | PC | TO FURTHER MISSION OF ORGANIZATION | $6,200 |
| POINT PLEASANT PRESBYTERIAN CHURCH | |||||||
| 701 FORMAN AVE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | TO FURTHER MISSION OF CHURCH | $1,800 |
| MCDANIEL COLLEGE | |||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | NONE | PC | TO FURTHER MISSION OF COLLEGE | $4,750 |
| SAINT VINCENT ACADEMY | |||||||
| 228 W MARKET STREET | NEWARK | NJ | 07103 | NONE | PC | TO FURTHER THE MISSION OF THE SCHOOL. | $2,500 |
| POINT PLEASANT FIRST AID & EMERGENCY SQU | |||||||
| 611 LAUREL AVE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $100 |
| COMMON GROUND ON THE HILL | |||||||
| WMC Box 1296 | WESTMINSTER | MD | 21157 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $1,000 |
| SALVATION ARMY | |||||||
| PO BOX 266 | PEMBERTON | NJ | 08068 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $200 |
| THE DEEP WELL PROJECT | |||||||
| 154A BEACH CITY ROAD | HILTON HEAD ISLAND | SC | 29926 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $400 |
| SANDALWOOD COMMUNITY FOOD PANTRY | |||||||
| 8 HUNTER ROAD | HILTON HEAD ISLAND | SC | 29926 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $200 |
| POINT PLEASANT BEACH FIRE CO #2 | |||||||
| PO BOX 1305 | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $100 |
| OCEAN FIRE CO #1 | |||||||
| 400 ARNOLD AVE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $250 |
| OLGA & DOROTHEA DESSIN SPCA | |||||||
| 138 MILLER DRIVE | HONESDALE | PA | 18431 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $500 |
| HABITAT FOR HUMANITY OF WAYNE COUNTY | |||||||
| PO BOX 407 | HONESDALE | PA | 18431 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $1,000 |
| HONESDALE EMERGENCY PANTRY | |||||||
| 100 FOURTH STREET | HONESDALE | PA | 18431 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $500 |
| ALERT HOOK & LADDER CO | |||||||
| 222 WILLOW AVE | HONESDALE | PA | 18431 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $100 |
| COL POTTER CAIRN RESCUE NETWORK | |||||||
| c/o DANIELLE RACKSTRAW PO BOX 1354 | MENIFEE | CA | 92585 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $100 |
| VICTIMS INTERVENTION PROGRAM | |||||||
| PO BOX 986 | HONESDALE | PA | 18431 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $200 |
| UNIV SOUTH CAROLINA BEAUFORT | |||||||
| ONE UNIVERSITY BOULEVARD | BLUFFTON | SC | 29909 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $200 |
| ST GREGORYS PANTRY | |||||||
| 804 BAY AVE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $250 |
| FRIENDS OF EAST BROADTOP RAILROAD | |||||||
| 10560 MAIN ST PENTHOUSE 9 | FAIRFAX | VA | 22030 | NONE | PC | TO FURTHER THE MISSION OF THE ORGANIZATION | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,801 | 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 | ESTATE OF JOHN VAN HORN SR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o WAYNE BANK WEALTH MGMT | AddressLine1Txt |
| City | HONESDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $172,639 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $79,039 | FairMarketValueAmt |
| Received | 2014-04-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP FEE | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERTED TOTAL RETURN BOND | $12,006 | $11,644 |
| FEDERATED ULTRA SHORT BOND FUND | $10,007 | $9,924 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T | $95,395 | $89,014 |
| ANALOG DEVICES | $2,071 | $5,552 |
| APPLIED MATERIALS | $2,744 | $3,738 |
| AVERY DENNISON | $2,755 | $2,594 |
| CATERPILLAR INC | $1,618 | $4,577 |
| CHESAPEAKE ENERGY | $3,377 | $1,957 |
| CONONCO PHILLIPS | $907 | $1,036 |
| DARDEN RESTAURANTS | $5,129 | $5,863 |
| GENERAL ELECTRIC | $11,746 | $12,635 |
| ISHARES SMALL GROWTH | $5,086 | $14,075 |
| MSC INDUSTRIAL | $2,427 | $4,063 |
| MCDONALDS CORP | $9,165 | $9,370 |
| MERCK & CO | $4,316 | $5,679 |
| MICROSOFT | $5,692 | $9,290 |
| OCEANFIRST FINANCIAL CORP | $49,818 | $59,133 |
| PROCTOR & GAMBLE | $7,691 | $9,109 |
| SOUTHERN CO | $23,652 | $24,899 |
| SPECTRA ENERGY CORP | $3,060 | $3,630 |
| STAPLES INC | $3,304 | $2,718 |
| SYSCO | $3,096 | $3,969 |
| VANGUARD DIVID APPREC | $10,753 | $14,203 |
| VANGUARD MSCI EMERGING MKTS | $5,004 | $6,803 |
| VANGUARD VALUE ETF | $10,638 | $14,786 |
| VERIZON | $40,712 | $38,827 |
| ZIMMER HOLDINGS | $236 | $3,970 |
| BED BATH & BEYOND | $6,067 | $7,617 |
| BRISTOL MYERS SQUIBB | $12,020 | $20,779 |
| DUPONT | $24,680 | $39,484 |
| EMERSON ELEC | $3,097 | $3,087 |
| FORD MOTOR COMPANY | $2,942 | $3,100 |
| GUESS INC | $2,682 | $2,108 |
| HUDSON CITY BANCORP | $12,058 | $14,289 |
| ILLINOIS TOOL WORKS | $4,151 | $4,735 |
| JPMORGAN CHASE | $21,856 | $29,851 |
| LINNCO | $3,086 | $1,037 |
| PFIZER | $5,338 | $6,230 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GE CAPITAL CD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,592 | BookValueAmt |
| EOYFMV | $15,206 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF JOHN VAN HORN SR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o WAYNE BANK WEALTH MGMT | AddressLine1Txt |
| City | HONESDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18431 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECTION 4940(e) | CategoryTxt |
| Amt | $80 | Amt |
| Net Investment Income | $80 | NetInvestmentIncomeAmt |