JOSEPH T AND HELEN M SIMPSON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH T AND HELEN M SIMPSON FOUNDATION (EIN 23-6242538)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201331269349100533
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-06T14:07:52-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON REUTERS (TAX & ACCOUNTING) | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236242538 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH T AND HELEN M SIMPSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 7168425506 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M T PLAZA 8TH FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M T TRUST COMPANY | Name |
| Title | Asst. V.P. | Title |
| Phone | 7168425506 | Phone |
| Date Signed | 2013-04-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE L DORE EA | Name |
| Phone | 8047273150 | Phone |
| Date Prepared | 2013-04-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4206759 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 110852 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 112619 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 208964 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 922577 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 208964 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 319816 | TotalRevenueAndExpenses |
| Total Net Investment Income | 321583 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 41045 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 41045 | CompOfcrDirTrstNetInvstIncm |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5802 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 805 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 142765 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 142765 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 189612 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 184615 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 262475 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 262475 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 452087 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 184615 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 262475 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -132271 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 136968 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 33791 | CashBOY |
| Savings And Temp Cash Invst EOY | 29083 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29083 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 2452770 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2325203 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4177676 | InvestmentsCorpStockEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2486561 | TotalAssetsBOY |
| Total Assets EOY | 2354286 | TotalAssetsEOY |
| Total Assets EOYFMV | 4206759 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2486561 | CapitalStockBOY |
| Capital Stock EOY | 2354286 | CapitalStockEOY |
| Total Net Assets BOY | 2486561 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2354286 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2486561 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2354286 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2486561 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -132271 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2354290 | Subtotal |
| Other Decreases | 4 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2354286 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (46 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 100. ABBOTT LABORATORIES COMMON ~ | 2003-11-25 | 2012-01-03 | 5676 | 4159 | 1517 | 1517 |
| 100. AMGEN INC COMMON | 2003-11-25 | 2012-01-03 | 6418 | 5940 | 478 | 478 |
| 100. BAXTER INTL INC COMMON ~ | 2005-11-17 | 2012-01-03 | 5067 | 3822 | 1245 | 1245 |
| 100. BOEING CO COMMON ~ | 1997-10-23 | 2012-01-03 | 7453 | 4977 | 2476 | 2476 |
| 670. CVS CORP COMMON | 2005-11-17 | 2012-01-03 | 27838 | 17936 | 9902 | 9902 |
| 200. CHEVRONTEXACO CORPORATION | 2001-06-21 | 2012-01-03 | 22064 | 8933 | 13131 | 13131 |
| 500. CISCO SYS INC COMMON | 2003-01-02 | 2012-01-03 | 9340 | 6696 | 2644 | 2644 |
| 100. COLGATE PALMOLIVE CO COMMON ~ | 2004-02-23 | 2012-01-03 | 9103 | 5594 | 3509 | 3509 |
| 342. CONOCOPHILLIPS | 2003-11-25 | 2012-01-03 | 25366 | 11939 | 13427 | 13427 |
| 100. EOG RESOURCES INCORPORATED | 2006-07-27 | 2012-01-03 | 10118 | 7219 | 2899 | 2899 |
| 250. EMERSON ELEC CO COMMON ~ | 2003-01-02 | 2012-01-03 | 11940 | 6461 | 5479 | 5479 |
| 500. EXPRESS SCRIPTS INC | 2003-11-25 | 2012-01-03 | 23435 | 3964 | 19471 | 19471 |
| 100. EXXON MOBIL CORPORATION | 2003-11-25 | 2012-01-03 | 8617 | 3557 | 5060 | 5060 |
| 500. GILEAD SCIENCES INCORPORATED | 2005-11-17 | 2012-01-03 | 20825 | 13963 | 6862 | 6862 |
| 100. INTUITIVE SURGICAL INC | 2009-02-18 | 2012-01-03 | 47298 | 10767 | 36531 | 36531 |
| 300. JP MORGAN CHASE & COMPANY | 2000-10-17 | 2012-01-03 | 10531 | 11618 | -1087 | -1087 |
| 250. METLIFE INCORPORATED | 2011-02-16 | 2012-01-03 | 8047 | 11795 | -3748 | -3748 |
| 100. PEPSICO INC COMMON ~ | 2003-11-25 | 2012-01-03 | 6637 | 4802 | 1835 | 1835 |
| 400. T. ROWE PRICE GROUP INCORPORATED | 2011-02-16 | 2012-01-03 | 23136 | 28064 | -4928 | -4928 |
| 200. QUALCOMM INCORPORATED | 2006-09-13 | 2012-01-03 | 11058 | 7550 | 3508 | 3508 |
| 400. SOUTHWESTERN ENERGY COMPANY | 2009-07-30 | 2012-01-03 | 13048 | 16417 | -3369 | -3369 |
| 800. TARGET CORPORATION | 2005-11-17 | 2012-01-03 | 40951 | 43600 | -2649 | -2649 |
| 250. WELLS FARGO & COMPANY NEW | 2009-07-30 | 2012-01-03 | 7100 | 6230 | 870 | 870 |
| 1206.16 HARBOR INTERNATIONAL FUND #11 | 2007-12-19 | 2012-01-04 | 65000 | 78942 | -13942 | -13942 |
| 933.184 CRM MID-CAP VALUE CL I | 2007-04-16 | 2012-01-04 | 25000 | 30263 | -5263 | -5263 |
| 300. AIR PRODUCTS & CHEMICALS INC | 2011-02-16 | 2012-05-11 | 24959 | 28212 | -3253 | -3253 |
| 250. METLIFE INCORPORATED | 2011-02-16 | 2012-05-11 | 8672 | 11795 | -3123 | -3123 |
| 500. NATIONAL OILWELL INC COMMON | 2011-02-16 | 2012-05-11 | 34275 | 40490 | -6215 | -6215 |
| 1350. PHILLIPS 66 | 2003-11-26 | 2012-05-11 | 42973 | 20248 | 22725 | 22725 |
| 7.269 RS GLOBAL NATURAL RESOURCES FUND | 2011-12-15 | 2012-05-11 | 255 | 248 | 7 | 7 |
| 1098.93 RS GLOBAL NATURAL RESOURCES FUND | 2011-03-02 | 2012-05-11 | 38485 | 37500 | 985 | 985 |
| 719.037 HARBOR INTERNATIONAL FUND #11 | 2006-11-03 | 2012-05-14 | 40000 | 43250 | -3250 | -3250 |
| 1392.758 CRM MID-CAP VALUE CL I | 2007-12-17 | 2012-05-14 | 40000 | 42670 | -2670 | -2670 |
| 100. BAXTER INTL INC COMMON ~ | 2005-11-17 | 2012-09-12 | 6029 | 3822 | 2207 | 2207 |
| 300. CHEVRONTEXACO CORPORATION | 2003-10-03 | 2012-09-12 | 34403 | 12425 | 21978 | 21978 |
| 500. CISCO SYS INC COMMON | 2003-01-02 | 2012-09-12 | 9589 | 6696 | 2893 | 2893 |
| 200. CONOCOPHILLIPS | 2003-11-25 | 2012-09-12 | 11333 | 5308 | 6025 | 6025 |
| 100. EOG RESOURCES INCORPORATED | 2006-07-27 | 2012-09-12 | 11313 | 7219 | 4094 | 4094 |
| 250. EMERSON ELEC CO COMMON ~ | 2003-01-02 | 2012-09-12 | 12342 | 6461 | 5881 | 5881 |
| 500. EXPRESS SCRIPTS HOLDING C | 2003-11-25 | 2012-09-12 | 31128 | 3964 | 27164 | 27164 |
| 100. EXXON MOBIL CORPORATION | 2003-11-25 | 2012-09-12 | 8961 | 3557 | 5404 | 5404 |
| 300. GILEAD SCIENCES INCORPORATED | 2005-11-17 | 2012-09-12 | 17915 | 8378 | 9537 | 9537 |
| 2000. HARSCO CORP COMMON | 2003-01-02 | 2012-09-12 | 43298 | 32100 | 11198 | 11198 |
| 100. PEPSICO INC COMMON ~ | 2003-11-25 | 2012-09-12 | 7037 | 4802 | 2235 | 2235 |
| 200. TEVA PHARMACEUTICAL INDS LTD | 2003-11-26 | 2012-09-12 | 8039 | 5859 | 2180 | 2180 |
| 1000. EXELON CORPORATION | 2004-03-15 | 2012-11-14 | 29456 | 33401 | -3945 | -3945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 208964 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 250550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4508405 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055574 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 340900 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4349430 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.078378 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 431900 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4402733 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.098098 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 507825 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6405134 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.079284 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 458660 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7693923 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.059613 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.370947 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074189 | AverageDistributionRatio |
| Net Noncharitable Assets | 4241252 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 314654 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1370 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 316024 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 262475 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2739 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2739 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2739 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2500 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 2500 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 239 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M AND T BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7168425506 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M T PLAZA | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| M AND T TRUST CO | ||||||
| ONE M AND T PLAZA 8TH FLOOR | BUFFALO | NY | 14203 | TRUSTEE | 10 | 17045 |
| HUGH J T SIMPSON | ||||||
| 76 EMLYN LANE | MECHANICSBURG | PA | 17015 | EXECUTIVE DIRECTOR | 10 | 24000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4235298 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 70542 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4305840 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4305840 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64588 | CashDeemedCharitable |
| Net Noncharitable Assets | 4241252 | NetNoncharitableAssets |
| Minimum Investment Return | 212063 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 212063 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2739 | TaxBasedOnInvestmentIncome |
| Total Tax | 2739 | TotalTax |
| Distributable Amount Before Adj | 209324 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 209324 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 209324 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 262475 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 262475 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 262475 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 209324 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 78210 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 187618 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 211763 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 123428 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 27627 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 628646 | TotalExcessDistriCarryover |
| Qualifying Distributions | 262475 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 209324 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 53151 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 681797 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 78210 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 603587 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 187618 | ExcessFromYear4 |
| Excess From Year3 | 211763 | ExcessFromYear3 |
| Excess From Year2 | 123428 | ExcessFromYear2 |
| Excess From Year1 | 27627 | ExcessFromYear1 |
| Excess From Current Year | 53151 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (106 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| ALLENBURY PO BOX 7 | BOILING SPRINGS | PA | 17007 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATIO | ||||||||
| 1019 MUMMA RD | WORMLEYSBURG | PA | 17043 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $250 | N CAPITAL REGION DIVISIO |
| AMERICAN RED CROSS OF | ||||||||
| 1804 N SIXTH ST | HARRISBURG | PA | 17110 | NONE | CHARITABLE WORK | PUBLIC SUPPORT | $2,000 | SUSQUEHANNA VALLEY |
| ARTHRITIS FOUNDATION | ||||||||
| 3544 N PROGRESS AVE | HARRISBURG | PA | 17110 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $500 | CENTRAL PA CHAPTER |
| BOYS AND GIRLS CLUB OF | ||||||||
| 1227 BERRYHILL STREET | HARRISBURG | PA | 17104 | NONE | PUBLIC SUPPORT | PUBLIC SUPPORT | $1,500 | CENTRAL PA |
| CARE | ||||||||
| PO BOX 13677 | PHILADELPHIA | PA | 19101 | NONE | CHARITABLE WORK | PUBLIC SUPPORT | $1,000 | |
| CHILDREN FIRST FAIR WINDS | ||||||||
| PO BOX 64702 | DETROIT | MI | 48264 | NONE | PUBLIC SUPPORT | PUBLIC SUPPORT | $500 | GIRL SCOUT COUNCIL |
| FRIENDS OF THE STATE | ||||||||
| KEYSTONE BUILDING | HARRISBURG | PA | 17120 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | MUSEUM |
| HARRISBURG AREA RIVERBOAT | ||||||||
| PO BOX 910 | HARRISBURG | PA | 17108 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $300 | SOCIETY |
| HARRISBURG CHORAL | ||||||||
| PO BOX 450 | HARRISBURG | PA | 17108 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $200 | SOCIETY |
| JOSEPH T SIMPSON PUBLIC | ||||||||
| 16 N CHESTNUT ST | MECHANICSBURG | PA | 17055 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $1,000 | LIBRARY |
| MARKET SQUARE CONCERTS | ||||||||
| 525 W WINDING HILL RD | MECHANICSBURG | PA | 17055 | NONE | EDUCATION | PUBLIC SUPPORT | $4,000 | |
| MCDANIEL COLLEGE | ||||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | NONE | EDUCATION | PUBLIC SUPPORT | $1,500 | |
| METROPOLITAN OPERA GUILD | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | EDUCATION | PUBLIC SUPPORT | $1,000 | |
| NATL RIGHT TO WORK LEGAL | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PUBLIC SUPPORT | PUBLIC SUPPORT | $200 | DEFENSE FDTN |
| OPEN STAGE OF HARRISBURG | ||||||||
| 223 WALNUT ST | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $750 | |
| PINNACLE HEALTH FDN | ||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | NONE | PUBLIC HEALTH | PUBLIC SUPPORT | $120,500 | |
| SAVE THE CHILDREN | ||||||||
| PO BOX 9160 | CHELSEA | MA | 02150 | NONE | CHARITABLE | PUBLIC SUPPORT | $500 | |
| SILVER SPRING PRES CHURCH | ||||||||
| SILVER SPRING RD | MECHANICSBURG | PA | 17055 | NONE | CHARITABLE | PUBLIC SUPPORT | $5,000 | |
| SPECIAL OLYMPICS PA | ||||||||
| 4076 MARKET STREET | CAMP HILL | PA | 17011 | NONE | CHARITABLE | PUBLIC SUPPORT | $450 | |
| UNITED WAY OF THE CAPITAL | ||||||||
| 2235 MILLENIUM WAY | ENOLA | PA | 17025 | NONE | CHARITABLE | PUBLIC SUPPORT | $35,250 | REGION |
| YMCA | ||||||||
| FRONT AND NORTH STREETS | HARRISBURG | PA | 17101 | NONE | CHARITABLE | PUBLIC SUPPORT | $4,000 | |
| WXPN | ||||||||
| 3025 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| ASSOC OF SMALL FOUNDATION | ||||||||
| 4905 DEL RAY AVENUE | BETHESDA | MD | 20814 | NONE | CHARITABLE | PUBLIC SUPPORT | $1,195 | |
| WEST SHORE E M S | ||||||||
| 503 N 21 STREET | CAMP HILL | PA | 17011 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| COMMUNITY LIFE TEAM | ||||||||
| 1119 S CAMERON STREET | HARRISBURG | PA | 17104 | NONE | PUBLIC SAFETY | PUBLIC SUPPORT | $200 | |
| CYSTIC FIBROSIS | ||||||||
| 3805 PAXTON ST | HARRISBURG | PA | 17111 | NONE | EDUCATION | PUBLIC SUPPORT | $500 | FOUNDATION |
| GUIDING EYES FORTHE BLIND | ||||||||
| 611 GRANITE SPRING ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | CHARITABLE | PUBLIC SUPPORT | $400 | |
| HARRISBURG SHAKESPEARE | ||||||||
| 605 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $500 | FESTIVAL |
| HELP HOSPITALIZED | ||||||||
| PO BOX 96928 | WASHINGTON | DC | 20077 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | VETERANS |
| HEMLOCK GIRL SCOUT | ||||||||
| 350 HALE AVE | HARRISBURG | PA | 17104 | NONE | SERVICE | PUBLIC SUPPORT | $200 | COUNCIL INC |
| HISTORICAL SOCIETY OF | ||||||||
| 219 S FRONT STREET | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | DAUPHIN COUNTY |
| MECHANICSBURG AREA | ||||||||
| PO BOX 1093 | MECHANICSBURG | PA | 17055 | NONE | CHARITABLE | PUBLIC SUPPORT | $500 | MEALS ON WHEELS INC |
| NATIONAL CIVIL WAR MUSEUM | ||||||||
| PO BOX 1861 | HARRISBURG | PA | 17105 | NONE | EDUCATION | PUBLIC SUPPORT | $400 | |
| NATIONAL MS SOCIETY OF | ||||||||
| PO BOX 2067 | HARRISBURG | PA | 17105 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | CENTRAL PA |
| NEW HOPE MINISTRIES | ||||||||
| 5228 E TRINDLE RD | MECHANICSBURG | PA | 17050 | NONE | CHARITABLE | PUBLIC SUPPORT | $2,250 | |
| PA RIGHT TO WORK DEFENSE | ||||||||
| 225 STATE ST | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | AND EDUCATION FDN |
| PROJECT HOPE | ||||||||
| PO BOX 96005 | WASHINGTON | DC | 20077 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| SONSHINE MINISTRIES | ||||||||
| PO BOX 3006 | HARRISBURG | PA | 17105 | NONE | EDUCATION | PUBLIC SUPPORT | $3,500 | |
| ST JUDE CHILDRENS | ||||||||
| PO BOX 1818 | MEMPHIS | TN | 38101 | NONE | CHARITABLE | PUBLIC SUPPORT | $300 | RESEARCH HOSPITAL |
| US SKI TEAM FOUNDATION | ||||||||
| PO BOX 97254 | WASHINGTON | DC | 20077 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| UCP CENTRAL PA | ||||||||
| 925 KUBDA KABE | CAMP HILL | PA | 17011 | NONE | EDUCATION | PUBLIC SUPPORT | $400 | |
| UPPER ALLEN TOWNSHIP | ||||||||
| 104 GETTYSBURG PIKE | MECHANICSBURG | PA | 17055 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | FIRE COMPANY |
| USO | ||||||||
| PO BOX 1445 | MERRIFIELD | VA | 22116 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| WEDNESDAY CLUB | ||||||||
| 301 MARKET STREET | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $500 | SCHOLARSHIP FUND |
| WETA | ||||||||
| 2775 S QUINCY ST | ARLINGTON | VA | 22206 | NONE | CHARITABLE | PUBLIC SUPPORT | $250 | |
| CENTRAL PA FOOD BANK | ||||||||
| 3908 COREY | HARRISBURG | PA | 17109 | NONE | CHARITABLE | PUBLIC SUPPORT | $1,000 | |
| FOUNDATION FOR ENHANCING | ||||||||
| 200 NORTH THIRD ST | HARRISBURG | VA | 17108 | NONE | N/A | PUBLIC SUPPORT | $1,700 | COMMUNITIES |
| YMCA-GREATER HARRISBURG | ||||||||
| 1101 MARKET ST | HARRISBURG | PA | 17103 | NONE | N/A | PUBLIC SUPPORT | $2,000 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 200 NORTH GLEBE RD SUITE 1050 | ARLINGTON | VA | 22203 | NONE | N/A | PUBLIC SUPPORT | $300 | |
| COMMONWEALTH FOUNDATION | ||||||||
| 225 STATE STREET SUITE 302 | HARRISBURG | PA | 17101 | NONE | N/A | PUBLIC AWARENESS | $1,000 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NE HAMPSHIRE AVENUE | WASHINGTON | DC | 20009 | NONE | N/A | EDUCATIONAL | $1,000 | |
| STATE STREET ACADEMY OF MUSIC | ||||||||
| 110 STATE STREET | HARRISBURG | PA | 17101 | NONE | N/A | EDUCATION | $500 | |
| YMCA - WEST SHORE | ||||||||
| 410 FALLOWFIELD ROAD | CAMP HILL | PA | 17011 | NONE | N/A | PUBLIC SUPPORT | $1,000 | |
| WORLD SURGICAL FOUNDATION | ||||||||
| 2600 N THIRD ST | HARRISBURG | PA | 17110 | NONE | N/A | CHARITABLE | $1,000 | C/O NANCY COHEN |
| CAPITAL AREA SCHOOL FOR THE ARTS | ||||||||
| 223 WALNUT ST | HARRISBURG | PA | 17101 | NONE | N/A | EDUCATION | $1,000 | |
| CENTRAL PA YOUTH BALLET | ||||||||
| 5 NORTH ORANGE ST SUITE 3 | CARLISLE | PA | 17013 | NONE | N/A | PUBLIC SUPPORT | $500 | |
| CUMBERLAND COUNTY HISTORICAL | ||||||||
| 21 N PITT ST | CARLISLE | PA | 17013 | NONE | N/A | PUBLIC SUPPORT | $1,000 | SOCIETY |
| CULTURAL ENRICHMENT FUND | ||||||||
| 301 MARKET ST | HARRISBURG | PA | 17108 | NONE | N/A | PUBLIC SUPPORT | $4,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 745 W GOVERNOR RAOD | HERSHEY | PA | 17033 | NONE | N/A | PUBLIC SUPPORT | $500 | |
| TAX FOUNDATION | ||||||||
| 2001 L STREET NW | WASHINGTON | DC | 20077 | NONE | N/A | PUBLIC INTEREST | $200 | |
| CHILDRENS MIRACLE NETWORK-PENN | ||||||||
| 500 UNIVERSITY DRIVE | HERSHEY | PA | 17033 | NONE | NONE | PROVIDE MEDICAL CARE FOR | $300 | STATE CHILDRENS HOSPITAL |
| WYOMING SEMINARY | ||||||||
| 201 NORTH SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | N/A | EDUCATION | $1,000 | |
| NATIVITY SCHOOL OF HARRISBURG | ||||||||
| 2135 NORTH 6TH ST | HARRISBURG | PA | 17110 | NONE | NONE | EDUCATION | $500 | |
| SIDNEY KIMMEL CANCER CENTER | ||||||||
| 401 N BROADWAY | BALTIMORE | MD | 21231 | NONE | N/A | CANCER CARE AND RESEARCH | $1,000 | JOHNS HOPKINS MEDICAL CENTER |
| UNICEF | ||||||||
| 333 E 38TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL OPERATING | $500 | |
| ST MARGARET'S DAY SCHOOL | ||||||||
| 1605 PLEASANT PLAINS RD | ANNAPOLIS | MD | 21409 | NONE | PUBLIC | GENERAL OPERATING | $200 | |
| PRESSLEY RIDGE | ||||||||
| 121 LOCUST ST | HARRISBURG | PA | 17101 | NONE | PUBLIC | GENERAL OPERATING | $400 | |
| NATIONAL PARKINSON FDN | ||||||||
| 1501 NW 9TH AVE/BOB HOPE RD | MIAMI | FL | 33136 | NONE | RESEARCH | GENERAL OPERATING | $200 | |
| GAUDENZIA | ||||||||
| 1910 N SECOND ST | HARRISBURG | PA | 17102 | NONE | PUBLIC | GENERAL OPERATING | $300 | |
| WILMER EYE INSTITUTE | ||||||||
| 6000 N WOLFE ST | BALTIMORE | MD | 21287 | NONE | RESEARCH | GENERAL OPERATING | $500 | DR D GUYTON RESEARCH FUND |
| BIG BROTHERSBIG SISTERS | ||||||||
| 1500 N SECOND ST | HARRISBURG | PA | 17102 | NONE | PUBLIC | GENERAL OPERATING | $200 | |
| VERMONT ACADEMY | ||||||||
| 20 PLEASANT ST | SAXTONS RIVER | VT | 05154 | NONE | EDUCATION | PUBLIC SUPPORT | $1,000 | |
| LEUK & LYMP SOC CENT PA CHAP | ||||||||
| 800 CORPORATE CIRCLE SUITE 100 | HARRISBURG | PA | 171109346 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| WCNY | ||||||||
| PO BOX 2400 | SYRACUSE | NY | 13220 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | |
| GOODWILL IND | ||||||||
| 1150 GOODWILL DR | HARRISBURG | PA | 171012400 | NONE | PUBLIC | GENERAL OPERATING | $1,500 | |
| BOYS & GIRLS CLUB OF CENTRAL PA | ||||||||
| BERRYHILL HUMMEL STREETS | HARRISBURG | PA | 171041799 | NONE | PUBLIC | GENERAL OPERATING | $1,000 | |
| DAUPHIN COUNTY LIBRARY SYSTEMS | ||||||||
| 101 WALNUT ST | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $500 | |
| SALVATION ARMY INC OF HBG | ||||||||
| PO BOX 2205 | HARRISBURG | PA | 171052205 | NONE | N/A | PUBLIC SUPPORT | $3,500 | |
| MESSIAH COLLEGE | ||||||||
| PO BOX 3010 | GRANTHAM | PA | 17027 | NONE | EDUCATION | PUBLIC SUPPORT | $1,000 | |
| HARRISBURG SYMPHONY ORCHESTRA | ||||||||
| 800 CORPORATE CIRCLE STE 101 | HARRISBURG | PA | 17110 | NONE | PUBLIC | GENERAL OPERATING | $7,500 | |
| HOMELAND CENTER | ||||||||
| 1901 N FIFTH STREET | HARRISBURG | PA | 17102 | NONE | PUBLIC | GENERAL OPERATING | $1,500 | |
| HUMANE SOCIETY OF HARRISBURG | ||||||||
| 7790 GRAYSON ROAD | HARRISBURG | PA | 17111 | NONE | PUBLIC SAFETY | PUBLIC SUPPORT | $500 | |
| BETHESDA MISSION | ||||||||
| 611 REILY ST | HARRISBURG | PA | 17102 | NONE | PUBLIC | GENERAL OPERATING | $6,680 | |
| METHODIST HOME FOR CHILDREN | ||||||||
| 5120 SIMPSON FERRY ROAD | MECHANICSBURG | PA | 17050 | NONE | CHARITABLE | PUBLIC SUPPORT | $1,250 | |
| THEATRE HARRISBURG | ||||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 171101489 | NONE | EDUCATION | PUBLIC SUPPORT | $2,500 | |
| CUMB-PERRY ASSN RET CIT CTR IND | ||||||||
| 262 SILVER SPRING ROAD | MECHANICSBURG | PA | 17055 | NONE | EDUCATION | PUBLIC SUPPORT | $1,000 | |
| MENTAL HEALTH ASSN OF CAPITAL RGN | ||||||||
| MENTAL HEALTH ASSN OF CAPITAL RGN | MARYSVILLE | PA | 17053 | NONE | N/A | MENTAL HEALTH EDUCATION AND | $450 | |
| WITF | ||||||||
| CAPITAL CAMPAIGN | HARRISBURG | PA | 17111 | NONE | EDUCATION | PUBLIC SUPPORT | $1,500 | |
| TRINITY HIGH SCHOOL | ||||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | NONE | N/A | EDUCATION | $2,000 | |
| TEEN CHALLENGE-HARRISBURG | ||||||||
| PO BOX 3143 | HARRISBURG | PA | 17105 | NONE | EDUCATION | PUBLIC SUPPORT | $400 | |
| HOSPICE OF CENTRAL PENNSYLVANIA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | MEDICAL SUPPORT | PUBLIC SUPPORT | $1,500 | |
| HARRISBURG ACADEMY | ||||||||
| ATTN DAVID ZETT | LEMOYNE | PA | 17043 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | |
| HUMMELSTOWN HISTORICAL SOCIETY | ||||||||
| N ROSANNA NORTH ALLEY | HUMMELSTOWN | PA | 17036 | NONE | EDUCATION | PUBLIC SUPPORT | $1,250 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | N/A | GENERAL OPERATING | $2,500 | |
| ALZHEIMER'S DISEASE RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | MEDICAL | GENERAL OPERATING | $300 | |
| SUSQUEHANNA ART MUSEUM | ||||||||
| 301 MARKET STREET | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $250 | |
| CONCERTANTE | ||||||||
| 1000 NORTH FRONT STREET SUITE 503 | WORMLEYSBURG | PA | 17043 | NONE | EDUCATION | PUBLIC SUPPORT | $300 | |
| WORLD YOUTH CRUSADE FOR FREEDOM | ||||||||
| 710 PINE ST SUITE 100 | HERNDON | VA | 22070 | NONE | EDUCATION | PUBLIC SUPPORT | $500 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | EDUCATION | PUBLIC SUPPORT | $2,000 | |
| WASHINGTON LEGAL FDN | ||||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | CHARITABLE | PUBLIC SUPPORT | $500 | |
| LINCOLN INSTITUTE | ||||||||
| 1101 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL OPERATING | $250 | |
| FOUNDATION ENDOWMENT | ||||||||
| 611 CAMERON STREET | ALEXANDRIA | VA | 22314 | NONE | N/A | EDUCATIONAL | $1,000 | |
| CITIZENS AGAINST GOVT | ||||||||
| PO BOX 96564 | WASHINGTON | DC | 20077 | NONE | EDUCATION | PUBLIC SUPPORT | $350 | WASTE |
| ST LABRE INDIAN SCHOOL | ||||||||
| PO BOX 216 | ASHLAND | MT | 590030216 | NONE | EDUCATION | PUBLIC SUPPORT | $700 | |
| SOUTHWEST INDIAN FOUNDATION | ||||||||
| PO BOX 86 | GALLUP | NM | 87302 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 262475 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $110,852 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $208,964 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $319,816 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 319816 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (48 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COLGATE PALMOLIVE COMPANY | 35665 | 73178 |
| PEPSICO INC | 34483 | 54744 |
| JOHNSON & JOHNSON | 65721 | 84120 |
| WELLS FARGO & COMPANY | 34095 | 59815 |
| CHEVRON CORP | 55082 | 162210 |
| BOEING COMPANY | 24886 | 37680 |
| HARSCO CORP | 113441 | 705000 |
| TEVA PHARMACEUTICALS | 23436 | 29872 |
| MICROSOFT CORP | 26864 | 26710 |
| AMGEN INC | 41581 | 60340 |
| EXPRESS SCRIPTS INC | 23782 | 162000 |
| J P MORGAN CHASE & CO | 15490 | 17588 |
| CISCO SYSTEMS INC | 40173 | 58948 |
| INTERNATIONAL BUSINESS MACHINE | 49833 | 95775 |
| HARBOR INT'L FUND #11 | 159146 | 245699 |
| EMERSON ELECTRIC | 64606 | 132400 |
| VERIZON COMMUNICATIONS | 43760 | 64905 |
| EXXON MOBIL | 28456 | 69240 |
| CONOCOPHILLIPS | 58906 | 144975 |
| ABBOTT LABORATORIES | 37431 | 58950 |
| EXELON | ||
| UNITED TECHNOLOGIES | 42872 | 65608 |
| TARGET CORP | ||
| CVS | 40704 | 96700 |
| PROCTOR AND GAMBLE | 56847 | 67890 |
| BAXTER INTERNATIONAL | 30576 | 53328 |
| GILEAD SCIENCES | 33510 | 88140 |
| EOG RESOURCES | 36095 | 60395 |
| SCHLUMBERGER LTD | 54330 | 48509 |
| GOLDMAN SACHS GROUP | 81240 | 63780 |
| APPLE COMPUTER INC | 36615 | 212869 |
| QUALCOMM INC | 30200 | 49488 |
| CRM MID CAP VALUE FUND | 105109 | 129477 |
| FEDERATED STRAT VAL FUND | 52146 | 38931 |
| PHILIP MORRIS INTERNATIONAL | 30646 | 66912 |
| SOUTHWESTERN ENERGY CO | ||
| INTUITIVE SURGICAL INC | 21535 | 98074 |
| RS GLOBAL NATURAL RESOURCES | ||
| AIR PRODUCTS & CHEMICALS | ||
| DUPONT E I DE NE MOURS | 21912 | 17991 |
| FREEPORT MCMORAN COPPER & GOLD | 21840 | 13680 |
| NATIONAL OILWELL VARCO | ||
| METLIFE INC | ||
| T ROWE PRICE GRP | ||
| GOOGLE INC | 31164 | 35369 |
| VANGUARD SM CAP VALUE #860 | 35000 | 36687 |
| FEDERATED TOTAL RETURN | 291590 | 292516 |
| PIMCO TOTAL RETURN | 294435 | 297183 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $4 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-ALLOCABLE EXPENSE - | Description |
| Revenue And Expenses Per Books | 142765 | RevenueAndExpensesPerBooks |
| Net Investment Income | 142765 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $213 | 213 | 0 |
| FEDERAL TAXES PRIOR YEAR BALAN | $2,497 | 0 | 0 |
| FEDERAL ESTIMATED TAX DEPOSITS | $2,500 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $134 | 134 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $458 | 458 | 0 |