JOSEPH T AND HELEN M SIMPSON FOUNDATION: Form 990PF, tax year 2013
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- Organization
- JOSEPH T AND HELEN M SIMPSON FOUNDATION (EIN 23-6242538)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349100940
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T11:50:51-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9711 FARRAR COURT SUITE 110 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236242538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH T AND HELEN M SIMPSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 7168425506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WEHRLE DRIVE 2ND FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M T TRUST COMPANY | PersonNm |
| Person Title | Asst. V.P. | PersonTitleTxt |
| Phone | 7168425506 | PhoneNum |
| Signature | 2014-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE L DORE EA | PreparerPersonNm |
| Phone | 8047273150 | PhoneNum |
| Preparation | 2014-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,609,342 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $109,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $325,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $708,871 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,747 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $435,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $434,782 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,589 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,589 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $399 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $88,184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,184 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $135,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $286,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $286,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $421,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,599 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,599 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,325,203 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,141,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,382,743 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,354,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,367,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,609,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,354,286 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,367,823 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,354,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,367,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,354,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,367,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,354,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,367,824 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,367,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500. BOEING CO COMMON ~ | 1997-10-23 | 2013-01-17 | $36,789 | $24,886 | $11,903 | $11,903 | |
| 1000. CISCO SYS INC COMMON | 2003-01-02 | 2013-04-01 | $20,967 | $13,391 | $7,576 | $7,576 | |
| 400. DUPONT E I DE NEMOURS & CO | 2011-02-16 | 2013-04-01 | $19,539 | $21,912 | -$2,373 | -$2,373 | |
| 2940.987 FEDERATED TOTAL RETURN BOND CL I | 2012-05-31 | 2013-04-01 | $33,439 | $33,645 | -$206 | -$206 | |
| 357.166 FEDERATED TOTAL RETURN BOND CL I | 2012-12-28 | 2013-04-01 | $4,061 | $4,090 | -$29 | -$29 | |
| 400. FREEPORT MCMORAN COPPER/GOLD | 2011-02-16 | 2013-04-01 | $13,183 | $21,840 | -$8,657 | -$8,657 | |
| 400. GILEAD SCIENCES INCORPORATED | 2005-11-17 | 2013-04-01 | $19,647 | $5,585 | $14,062 | $14,062 | |
| 2722.856 PIMCO FDS TOTAL RETURN FUND | 2012-05-31 | 2013-04-01 | $30,632 | $30,714 | -$82 | -$82 | |
| 610.477 PIMCO FDS TOTAL RETURN FUND | 2012-12-12 | 2013-04-01 | $6,868 | $6,935 | -$67 | -$67 | |
| 100. ABBOTT LABORATORIES COMMON ~ | 2003-11-25 | 2013-06-26 | $3,547 | $1,995 | $1,552 | $1,552 | |
| 100. ABBVIE INC | 2003-11-25 | 2013-06-26 | $4,337 | $2,164 | $2,173 | $2,173 | |
| 100. AMGEN INC COMMON | 2003-11-25 | 2013-06-26 | $9,942 | $5,940 | $4,002 | $4,002 | |
| 200. CVS CORP COMMON | 2005-11-17 | 2013-06-26 | $11,461 | $5,354 | $6,107 | $6,107 | |
| 100. COLGATE PALMOLIVE CO COMMON ~ | 2004-02-23 | 2013-06-26 | $5,670 | $2,797 | $2,873 | $2,873 | |
| 100. CONOCOPHILLIPS | 2003-11-25 | 2013-06-26 | $6,000 | $2,654 | $3,346 | $3,346 | |
| 50. EOG RESOURCES INCORPORATED | 2006-07-27 | 2013-06-26 | $6,526 | $3,610 | $2,916 | $2,916 | |
| 200. EMERSON ELEC CO COMMON ~ | 2003-01-02 | 2013-06-26 | $11,033 | $5,169 | $5,864 | $5,864 | |
| 200. EXPRESS SCRIPTS HOLDING C | 2003-11-25 | 2013-06-26 | $12,323 | $1,585 | $10,738 | $10,738 | |
| 100. EXXON MOBIL CORPORATION | 2003-11-25 | 2013-06-26 | $8,887 | $3,557 | $5,330 | $5,330 | |
| 200. GILEAD SCIENCES INCORPORATED | 2005-11-17 | 2013-06-26 | $10,277 | $2,793 | $7,484 | $7,484 | |
| 50. GOLDMAN SACHS GROUP INCORPORATED | 2006-04-17 | 2013-06-26 | $7,575 | $8,124 | -$549 | -$549 | |
| 1500. HARSCO CORP COMMON | 1994-12-27 | 2013-06-26 | $33,551 | $15,445 | $18,106 | $18,106 | |
| 400. JP MORGAN CHASE & COMPANY | 2000-10-17 | 2013-06-26 | $20,951 | $15,490 | $5,461 | $5,461 | |
| 1000. MICROSOFT CORP COMMON | 2003-08-11 | 2013-06-26 | $34,337 | $26,864 | $7,473 | $7,473 | |
| 100. PEPSICO INC COMMON ~ | 2003-11-25 | 2013-06-26 | $8,120 | $4,802 | $3,318 | $3,318 | |
| 100. PHILIP MORRIS INTL INC | 2005-11-17 | 2013-06-26 | $8,745 | $3,831 | $4,914 | $4,914 | |
| 200. PROCTER & GAMBLE CO COMMON ~ | 2007-04-05 | 2013-06-26 | $15,495 | $12,644 | $2,851 | $2,851 | |
| 800. TEVA PHARMACEUTICAL INDS LTD | 2003-11-26 | 2013-06-26 | $30,774 | $23,436 | $7,338 | $7,338 | |
| 3500. HARSCO CORP COMMON | 1969-12-31 | 2013-10-11 | $87,994 | $4,942 | $83,052 | $83,052 | |
| 6500. HARSCO CORP COMMON | 1994-12-27 | 2013-10-11 | $163,417 | $66,930 | $96,487 | $96,487 | |
| CAPITAL GAIN DIVIDENDS | $22,784 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,747 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $262,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,241,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,508,405 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $340,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,349,430 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078378 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $431,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,402,733 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $507,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,405,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079284 | DistributionYr5Rt |
| Total Distribution | 0.37322 | TotalDistributionRt |
| Average Distribution | 0.074644 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,432,275 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $330,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,026 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $286,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,052 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,052 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,052 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,740 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,740 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,312 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M AND T BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7168425506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WEHRLE DRIVE 2ND FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| M AND T TRUST CO | ||||||
| 1100 WEHRLE DRIVE 2ND FLOOR | BUFFALO | NY | 14221 | TRUSTEE | 10 | $17,589 |
| HUGH J T SIMPSON | ||||||
| 76 EMLYN LANE | MECHANICSBURG | PA | 17015 | EXECUTIVE DIRECTOR | 10 | $26,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,248,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,499,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,499,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,432,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,052 | TotalTaxAmt |
| Distributable Before Adj | $215,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $286,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $286,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $187,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $211,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,627 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,151 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $603,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $215,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,063 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $674,650 | 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 | $187,618 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $487,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $211,763 | ExcessFromYear4Amt |
| Excess From Year3 | $123,428 | ExcessFromYear3Amt |
| Excess From Year2 | $27,627 | ExcessFromYear2Amt |
| Excess From Year1 | $53,151 | ExcessFromYear1Amt |
| Excess From Current Year | $71,063 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| BETHESDA MISSION | ||||||||
| 611 REILY ST | HARRISBURG | PA | 17102 | NONE | PC | GENERAL OPERATING | $4,000 | |
| HOSPICE OF CENTRAL PENNSYLVANIA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| DAUPHIN COUNTY LIBRARY SYSTEMS | ||||||||
| 101 WALNUT ST | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $500 | |
| HUMANE SOCIETY OF HARRISBURG | ||||||||
| 7790 GRAYSON ROAD | HARRISBURG | PA | 17111 | NONE | PC | PUBLIC SUPPORT | $500 | |
| MESSIAH COLLEGE | ||||||||
| PO BOX 3010 | GRANTHAM | PA | 17027 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| YOUNG WOMEN'S CHRISTIAN | ||||||||
| JOHN CRAIN KUNKEL CENTER | HARRISBURG | PA | 17103 | NONE | PC | PUBLIC SUPPORT | $2,000 | ASSOC OF GRTR HARRISBURG |
| SALVATION ARMY INC OF HBG | ||||||||
| PO BOX 2205 | HARRISBURG | PA | 171052205 | NONE | PC | PUBLIC SUPPORT | $3,500 | |
| HARRISBURG ACADEMY | ||||||||
| ATTN DAVID ZETT | LEMOYNE | PA | 17043 | NONE | PC | PUBLIC SUPPORT | $200 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | PUBLIC SUPPORT | $2,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SUSQUEHANNA ART MUSEUM | ||||||||
| 301 MARKET STREET | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $5,250 | |
| THEATRE HARRISBURG | ||||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 171101489 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| FOUNDATION ENDOWMENT | ||||||||
| 611 CAMERON STREET | ALEXANDRIA | VA | 22314 | NONE | PC | EDUCATIONAL | $1,000 | |
| CUMB-PERRY ASSN RET CIT CTR IND | ||||||||
| 262 SILVER SPRING ROAD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| CONCERTANTE | ||||||||
| 1000 NORTH FRONT STREET SUITE 503 | WORMLEYSBURG | PA | 17043 | NONE | PC | PUBLIC SUPPORT | $300 | |
| HUMMELSTOWN HISTORICAL SOCIETY | ||||||||
| N ROSANNA NORTH ALLEY | HUMMELSTOWN | PA | 17036 | NONE | PC | PUBLIC SUPPORT | $250 | |
| LEUK & LYMP SOC CENT PA CHAP | ||||||||
| 800 CORPORATE CIRCLE SUITE 100 | HARRISBURG | PA | 171109346 | NONE | PC | PUBLIC SUPPORT | $200 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| MAJOR AND PLANNED GIVING DEPARTMENT | ASHLAND | MT | 59003 | NONE | PC | PUBLIC SUPPORT | $700 | |
| TEEN CHALLENGE-HARRISBURG | ||||||||
| PO BOX 3143 | HARRISBURG | PA | 17105 | NONE | PC | PUBLIC SUPPORT | $400 | |
| VERMONT ACADEMY | ||||||||
| 20 PLEASANT ST | SAXTONS RIVER | VT | 05154 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| WCNY | ||||||||
| PO BOX 2400 | SYRACUSE | NY | 13220 | NONE | SO-DP | PUBLIC SUPPORT | $200 | |
| WASHINGTON LEGAL FDN | ||||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC SUPPORT | $500 | |
| CITIZENS AGAINST GOVT | ||||||||
| PO BOX 96564 | WASHINGTON | DC | 20077 | NONE | PC | PUBLIC SUPPORT | $350 | WASTE |
| LINCOLN INSTITUTE | ||||||||
| 1101 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $250 | |
| SOUTHWEST INDIAN FOUNDATION | ||||||||
| PO BOX 86 | GALLUP | NM | 87302 | NONE | PC | PUBLIC SUPPORT | $200 | |
| BOYS & GIRLS CLUB OF CENTRAL PA | ||||||||
| BERRYHILL HUMMEL STREETS | HARRISBURG | PA | 171041799 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HARRISBURG SYMPHONY ORCHESTRA | ||||||||
| 800 CORPORATE CIRCLE STE 101 | HARRISBURG | PA | 17110 | NONE | PC | GENERAL OPERATING | $7,500 | |
| ALZHEIMER'S DISEASE RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | GENERAL OPERATING | $300 | |
| WORLD YOUTH CRUSADE FOR FREEDOM | ||||||||
| 710 PINE ST SUITE 100 | HERNDON | VA | 22070 | NONE | PC | PUBLIC SUPPORT | $500 | |
| MENTAL HEALTH ASSN OF CAPITAL RGN | ||||||||
| 200 NORTH THIRD STREET | HARRISBURG | PA | 17101 | NONE | PC | MENTAL HEALTH EDUCATION AND | $450 | |
| GOODWILL KEYSTONE AREA | ||||||||
| 1150 GOODWILL DR | HARRISBURG | PA | 171012400 | NONE | PC | GENERAL OPERATING | $1,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| ALLENBURY PO BOX 7 | BOILING SPRINGS | PA | 17007 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATIO | ||||||||
| 1019 MUMMA RD | WORMLEYSBURG | PA | 17043 | NONE | PC | PUBLIC SUPPORT | $250 | N CAPITAL REGION DIVISIO |
| AMERICAN RED CROSS OF | ||||||||
| 1804 N SIXTH ST | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $2,000 | SUSQUEHANNA VALLEY |
| ARTHRITIS FOUNDATION | ||||||||
| 3544 N PROGRESS AVE | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SUPPORT | $500 | CENTRAL PA CHAPTER |
| CARE | ||||||||
| PO BOX 13677 | PHILADELPHIA | PA | 19101 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| FRIENDS OF THE STATE | ||||||||
| KEYSTONE BUILDING | HARRISBURG | PA | 17120 | NONE | PC | PUBLIC SUPPORT | $200 | MUSEUM |
| HARRISBURG AREA RIVERBOAT | ||||||||
| PO BOX 910 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $300 | SOCIETY |
| HARRISBURG CHORAL | ||||||||
| PO BOX 450 | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $200 | SOCIETY |
| JOSEPH T SIMPSON PUBLIC | ||||||||
| 16 N CHESTNUT ST | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $1,000 | LIBRARY |
| MARKET SQUARE CONCERTS | ||||||||
| 525 W WINDING HILL RD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $4,000 | |
| MCDANIEL COLLEGE | ||||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | NONE | PC | PUBLIC SUPPORT | $1,500 | |
| METROPOLITAN OPERA GUILD | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| NATL RIGHT TO WORK LEGAL | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | PUBLIC SUPPORT | $200 | DEFENSE FDTN |
| OPEN STAGE OF HARRISBURG | ||||||||
| 223 WALNUT ST | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $750 | |
| PINNACLE HEALTH FDN | ||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | NONE | PC | PUBLIC SUPPORT | $120,500 | |
| SAVE THE CHILDREN | ||||||||
| PO BOX 9160 | CHELSEA | MA | 02150 | NONE | PC | PUBLIC SUPPORT | $500 | |
| SILVER SPRING PRES CHURCH | ||||||||
| SILVER SPRING RD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $5,000 | |
| SPECIAL OLYMPICS PA | ||||||||
| 4076 MARKET STREET | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $450 | |
| UNITED WAY OF THE CAPITAL | ||||||||
| 2235 MILLENIUM WAY | ENOLA | PA | 17025 | NONE | PC | PUBLIC SUPPORT | $35,000 | REGION |
| WXPN | ||||||||
| 3025 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | PUBLIC SUPPORT | $200 | |
| ASSOC OF SMALL FOUNDATION | ||||||||
| 4905 DEL RAY AVENUE | BETHESDA | MD | 20814 | NONE | PC | PUBLIC SUPPORT | $1,225 | |
| WEST SHORE E M S | ||||||||
| 503 N 21 STREET | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $200 | |
| COMMUNITY LIFE TEAM | ||||||||
| 1119 S CAMERON STREET | HARRISBURG | PA | 17104 | NONE | PC | PUBLIC SUPPORT | $200 | |
| CYSTIC FIBROSIS | ||||||||
| 3805 PAXTON ST | HARRISBURG | PA | 17111 | NONE | PC | PUBLIC SUPPORT | $500 | FOUNDATION |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRING ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | PUBLIC SUPPORT | $400 | |
| HARRISBURG SHAKESPEARE | ||||||||
| 605 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $500 | FESTIVAL |
| HELP HOSPITALIZED | ||||||||
| PO BOX 96928 | WASHINGTON | DC | 20077 | NONE | PC | PUBLIC SUPPORT | $200 | VETERANS |
| HEMLOCK GIRL SCOUT | ||||||||
| 350 HALE AVE | HARRISBURG | PA | 17104 | NONE | PC | PUBLIC SUPPORT | $200 | COUNCIL INC |
| HISTORICAL SOCIETY OF | ||||||||
| 219 S FRONT STREET | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $250 | DAUPHIN COUNTY |
| MECHANICSBURG AREA | ||||||||
| PO BOX 1093 | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $500 | MEALS ON WHEELS INC |
| NATIONAL CIVIL WAR MUSEUM | ||||||||
| PO BOX 1861 | HARRISBURG | PA | 17105 | NONE | PC | PUBLIC SUPPORT | $400 | |
| NATIONAL MS SOCIETY OF | ||||||||
| PO BOX 2067 | HARRISBURG | PA | 17105 | NONE | PC | PUBLIC SUPPORT | $200 | CENTRAL PA |
| NEW HOPE MINISTRIES | ||||||||
| 5228 E TRINDLE RD | MECHANICSBURG | PA | 17050 | NONE | PC | PUBLIC SUPPORT | $3,000 | |
| PA RIGHT TO WORK DEFENSE | ||||||||
| 225 STATE ST | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $200 | AND EDUCATION FDN |
| PROJECT HOPE | ||||||||
| PO BOX 96005 | WASHINGTON | DC | 20077 | NONE | PC | PUBLIC SUPPORT | $200 | |
| SONSHINE MINISTRIES | ||||||||
| PO BOX 3006 | HARRISBURG | PA | 17105 | NONE | PC | PUBLIC SUPPORT | $3,500 | |
| ST JUDE CHILDRENS | ||||||||
| PO BOX 1818 | MEMPHIS | TN | 38101 | NONE | PC | PUBLIC SUPPORT | $300 | RESEARCH HOSPITAL |
| US SKI TEAM FOUNDATION | ||||||||
| PO BOX 97254 | WASHINGTON | DC | 20077 | NONE | PC | PUBLIC SUPPORT | $200 | |
| UCP CENTRAL PA | ||||||||
| 925 KUBDA KABE | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $400 | |
| UPPER ALLEN TOWNSHIP | ||||||||
| 104 GETTYSBURG PIKE | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $200 | FIRE COMPANY |
| USO | ||||||||
| PO BOX 1445 | MERRIFIELD | VA | 22116 | NONE | PC | PUBLIC SUPPORT | $200 | |
| WEDNESDAY CLUB | ||||||||
| 301 MARKET STREET | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $500 | SCHOLARSHIP FUND |
| WETA | ||||||||
| 2775 S QUINCY ST | ARLINGTON | VA | 22206 | NONE | PC | PUBLIC SUPPORT | $250 | |
| CENTRAL PA FOOD BANK | ||||||||
| 3908 COREY | HARRISBURG | PA | 17109 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| FOUNDATION FOR ENHANCING | ||||||||
| 200 NORTH THIRD ST | HARRISBURG | VA | 17108 | NONE | PC | PUBLIC SUPPORT | $200 | COMMUNITIES |
| YMCA-GREATER HARRISBURG | ||||||||
| 1101 MARKET ST | HARRISBURG | PA | 17103 | NONE | PC | PUBLIC SUPPORT | $4,000 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 200 NORTH GLEBE RD SUITE 1050 | ARLINGTON | VA | 22203 | NONE | PC | PUBLIC SUPPORT | $300 | |
| COMMONWEALTH FOUNDATION | ||||||||
| 225 STATE STREET SUITE 302 | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC AWARENESS | $1,000 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NE HAMPSHIRE AVENUE | WASHINGTON | DC | 20009 | NONE | PC | EDUCATIONAL | $1,000 | |
| STATE STREET ACADEMY OF MUSIC | ||||||||
| 110 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | EDUCATION | $500 | |
| YMCA - WEST SHORE | ||||||||
| 410 FALLOWFIELD ROAD | CAMP HILL | PA | 17011 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| WORLD SURGICAL FOUNDATION | ||||||||
| 2600 N THIRD ST | HARRISBURG | PA | 17110 | NONE | PC | CHARITABLE | $1,000 | C/O NANCY COHEN |
| CAPITAL AREA SCHOOL FOR THE ARTS | ||||||||
| 223 WALNUT ST | HARRISBURG | PA | 17101 | NONE | PC | EDUCATION | $1,000 | |
| CENTRAL PA YOUTH BALLET | ||||||||
| 5 NORTH ORANGE ST SUITE 3 | CARLISLE | PA | 17013 | NONE | PC | PUBLIC SUPPORT | $500 | |
| CUMBERLAND COUNTY HISTORICAL | ||||||||
| 21 N PITT ST | CARLISLE | PA | 17013 | NONE | PC | PUBLIC SUPPORT | $1,000 | SOCIETY |
| CULTURAL ENRICHMENT FUND | ||||||||
| 301 MARKET ST | HARRISBURG | PA | 17108 | NONE | PC | PUBLIC SUPPORT | $4,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 745 W GOVERNOR RAOD | HERSHEY | PA | 17033 | NONE | PC | PUBLIC SUPPORT | $800 | |
| TAX FOUNDATION | ||||||||
| 2001 L STREET NW | WASHINGTON | DC | 20077 | NONE | PC | PUBLIC INTEREST | $200 | |
| CHILDRENS MIRACLE NETWORK-PENN | ||||||||
| 500 UNIVERSITY DRIVE | HERSHEY | PA | 17033 | NONE | PC | PROVIDE MEDICAL CARE FOR | $300 | STATE CHILDRENS HOSPITAL |
| TRINITY HIGH SCHOOL | ||||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | NONE | PC | EDUCATION | $2,000 | |
| WYOMING SEMINARY | ||||||||
| 201 NORTH SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PC | EDUCATION | $1,000 | |
| NATIVITY SCHOOL OF HARRISBURG | ||||||||
| 2135 NORTH 6TH ST | HARRISBURG | PA | 17110 | NONE | PC | EDUCATION | $500 | |
| SIDNEY KIMMEL CANCER CENTER | ||||||||
| 401 N BROADWAY | BALTIMORE | MD | 21231 | NONE | PC | CANCER CARE AND RESEARCH | $1,000 | JOHNS HOPKINS MEDICAL CENTER |
| UNICEF | ||||||||
| 333 E 38TH ST | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $500 | |
| ST MARGARET'S DAY SCHOOL | ||||||||
| 1605 PLEASANT PLAINS RD | ANNAPOLIS | MD | 21409 | NONE | PC | GENERAL OPERATING | $200 | |
| PRESSLEY RIDGE | ||||||||
| 121 LOCUST ST | HARRISBURG | PA | 17101 | NONE | PC | GENERAL OPERATING | $400 | |
| NATIONAL PARKINSON FDN | ||||||||
| 1501 NW 9TH AVE/BOB HOPE RD | MIAMI | FL | 33136 | NONE | PC | GENERAL OPERATING | $200 | |
| GAUDENZIA | ||||||||
| 1910 N SECOND ST | HARRISBURG | PA | 17102 | NONE | PC | GENERAL OPERATING | $300 | |
| BIG BROTHERSBIG SISTERS | ||||||||
| 1500 N SECOND ST | HARRISBURG | PA | 17102 | NONE | PC | GENERAL OPERATING | $200 | |
| HOMELAND CENTER | ||||||||
| 1901 N FIFTH STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL OPERATING | $11,900 | |
| WRTI-FM | ||||||||
| 1509 CECIL B MOORE AVE 3RD FL | PHILADELPHIA | PA | 19121 | NONE | PC | GENERAL OPERATING | $2,300 | |
| GAMUT THEATRE GROUP | ||||||||
| 605 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PC | PUBLIC SUPPORT | $6,250 | |
| HAMILTON HEALTH CENTER | ||||||||
| 110 S 17TH ST | HARRISBURG | PA | 17104 | NONE | PC | PUBLIC SUPPORT | $5,000 | |
| UNITED METHODIST HOME FOR CHILDREN | ||||||||
| 5120 SIMPSON FERRY RD | MECHANICSBURG | PA | 17055 | NONE | PC | PUBLIC SUPPORT | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $325,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $435,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $435,314 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLGATE PALMOLIVE COMPANY | $32,868 | $84,773 |
| PEPSICO INC | $29,681 | $58,058 |
| JOHNSON & JOHNSON | $65,721 | $109,908 |
| WELLS FARGO & COMPANY | $44,788 | $90,800 |
| CHEVRON CORP | $55,082 | $187,365 |
| BOEING COMPANY | ||
| HARSCO CORP | $26,124 | $518,555 |
| TEVA PHARMACEUTICALS | ||
| MICROSOFT CORP | ||
| AMGEN INC | $35,640 | $68,448 |
| EXPRESS SCRIPTS INC | $22,196 | $196,672 |
| J P MORGAN CHASE & CO | ||
| CISCO SYSTEMS INC | $26,782 | $44,860 |
| INTERNATIONAL BUSINESS MACHINE | $49,833 | $93,785 |
| HARBOR INT'L FUND #11 | $159,146 | $280,861 |
| EMERSON ELECTRIC | $59,438 | $161,414 |
| VERIZON COMMUNICATIONS | $43,760 | $73,710 |
| EXXON MOBIL | $24,899 | $70,840 |
| CONOCOPHILLIPS | $56,251 | $169,560 |
| ABBOTT LABORATORIES | $15,962 | $30,664 |
| UNITED TECHNOLOGIES | $42,872 | $91,040 |
| CVS | $35,350 | $128,826 |
| PROCTOR AND GAMBLE | $44,203 | $65,128 |
| BAXTER INTERNATIONAL | $30,576 | $55,640 |
| GILEAD SCIENCES | $25,133 | $135,180 |
| EOG RESOURCES | $32,486 | $75,528 |
| SCHLUMBERGER LTD | $54,330 | $63,077 |
| GOLDMAN SACHS GROUP | $73,116 | $79,767 |
| APPLE COMPUTER INC | $36,616 | $224,408 |
| QUALCOMM INC | $30,200 | $59,400 |
| CRM MID CAP VALUE FUND | $129,539 | $171,544 |
| FEDERATED STRAT VAL FUND | $52,380 | $45,801 |
| PHILIP MORRIS INTERNATIONAL | $26,816 | $60,991 |
| INTUITIVE SURGICAL INC | $21,535 | $76,816 |
| DUPONT E I DE NE MOURS | ||
| FREEPORT MCMORAN COPPER & GOLD | ||
| GOOGLE INC | $31,164 | $56,036 |
| VANGUARD SM CAP VALUE #860 | $35,000 | $49,190 |
| FEDERATED TOTAL RETURN | $254,900 | $243,823 |
| PIMCO TOTAL RETURN | $258,436 | $248,649 |
| GENERAL ELECTRIC | $31,094 | $33,636 |
| PRECISION CASTPARTS CORP | $50,903 | $53,860 |
| LOWES COMPANIES | $40,178 | $39,640 |
| ABBVIE INC | $17,310 | $42,248 |
| CELGENE CORP | $38,916 | $42,242 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $87,839 | $87,839 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $345 | $345 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $76 | $76 | $0 |
| FEDERAL TAXES PRIOR YEAR BALAN | $239 | $0 | $0 |
| FEDERAL ESTIMATED TAX DEPOSITS | $2,740 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $323 | $323 | $0 |