THE ARLENE UTZ HOLLINGER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE ARLENE UTZ HOLLINGER FOUNDATION (EIN 65-0386804)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201212269349100201
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T08:36:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592469695 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COCHRANE & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE CT | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33409 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650386804 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARLENE UTZ HOLLINGER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARLE | NameControl |
| Phone | 5616849566 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE COURT | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33409 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL W RICE | Name |
| Title | SECRETARY TREASURER | Title |
| Phone | 5616849566 | Phone |
| Date Signed | 2012-07-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS E COCHRANE JR | Name |
| PTIN | P00254211 | PTIN |
| Phone | 5616849566 | Phone |
| Date Prepared | 2012-07-31 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1381859 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 33916 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33916 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 69045 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 635684 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 69045 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 102961 | TotalRevenueAndExpenses |
| Total Net Investment Income | 102961 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 900 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 13730 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13730 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2264 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2234 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17794 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16864 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 70570 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 70570 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 88364 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16864 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 70570 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14597 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 86097 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 79874 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13064 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13064 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1289004 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1369432 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1365208 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 2608 | OtherAssetsBOY |
| Other Assets EOY | 3587 | OtherAssetsEOY |
| Other Assets EOYFMV | 3587 | OtherAssetsEOYFMV |
| Total Assets BOY | 1371486 | TotalAssetsBOY |
| Total Assets EOY | 1386083 | TotalAssetsEOY |
| Total Assets EOYFMV | 1381859 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 2293234 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 2293234 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -921748 | RetainedEarningsBOY |
| Retained Earnings EOY | -907151 | RetainedEarningsEOY |
| Total Net Assets BOY | 1371486 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1386083 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1371486 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1386083 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1371486 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14597 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1386083 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1386083 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 448939 | 453266 | -4327 | -4327 | |
| PUBLICLY TRADED SECURITIES | 117240 | 113373 | 3867 | 3867 | |
| SAGEWORTH SMALL MID SMALL CAP | 1057 | 1057 | 1057 | ||
| SAGEWORTH SMALL MID SMALL CAP | 32954 | 32954 | 32954 | ||
| SAGEWORTH ALLOCATION FUND | 3621 | 3621 | 3621 | ||
| SAGEWORTH ALLOCATION FUND | 23957 | 23957 | 23957 | ||
| SAGEWORTH GLOBAL FUND | 96 | 96 | 96 | ||
| SAGEWORTH GLOBAL FUND | 7024 | 7024 | 7024 | P | |
| CAPITAL GAINS DIVIDENDS | 796 | 796 | 796 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 69045 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 65250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1455900 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044818 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72867 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1318467 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055266 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 87741 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1563275 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056126 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 90000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1902999 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047294 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 85882 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1680407 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051108 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.254612 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050922 | AverageDistributionRatio |
| Net Noncharitable Assets | 1413091 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 71957 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 861 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 72818 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 70570 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1722 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1722 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1722 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3587 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3587 | TotalCreditsAndPayments |
| Overpayment | 1865 | Overpayment |
| Amount Credited To Next Year | 1865 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COCHRANE & CO PA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5616849566 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 EXCHANGE COURT | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33409 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUZANNE E RICE | ||||||||
| 6161 N OCEAN BLVD | OCEAN RIDGE | FL | 33435 | TRUSTEE AND PRESIDENT | 0.00 | 0 | 0 | 0 |
| MICHAEL W RICE | ||||||||
| 900 HIGH STREET | HANOVER | PA | 17331 | TRUSTEE AND SECRETARY | 0.00 | 0 | 0 | 0 |
| ANDREA L RICE | ||||||||
| 7200 CAPILLA COURT | CORAL GABLES | FL | 33143 | TRUSTEE AND VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| ESTELLE B KING | ||||||||
| 2596 HANOVERPIKE | HANOVER | PA | 17331 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| GARY L LAABS | ||||||||
| 228 N STEPHAN PL | HANOVER | PA | 17331 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1386544 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 46469 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1597 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1434610 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1434610 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21519 | CashDeemedCharitable |
| Net Noncharitable Assets | 1413091 | NetNoncharitableAssets |
| Minimum Investment Return | 70655 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 70655 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1722 | TaxBasedOnInvestmentIncome |
| Total Tax | 1722 | TotalTax |
| Distributable Amount Before Adj | 68933 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 68933 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 68933 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 70570 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 70570 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 70570 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 68933 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 70570 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 70570 | QualifyingDistributions |
| Applied To Year1 | 70570 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 68933 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient Foundation StatusRecipientFoundationStatus |
|---|---|---|---|---|---|---|---|
| VNA OF HANOVER & SPRING GROVE | |||||||
| 440 N MADISON STREET | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $2,000 | |
| GUTHRIE MEMORIAL LIBRARY | |||||||
| 301 CARLISLE STREET | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $1,320 | |
| HANOVER HISTORICAL SOCIETY | |||||||
| 105 HIGH STREET | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $1,000 | PUBLIC |
| ADAMS-HANOVER COUNSELING | |||||||
| 625 W ELM AVE | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $4,000 | PUBLIC |
| AMERICAN RED CROSS | |||||||
| 381 S LAKE DR | PALM BEACH | FL | 33480 | N/A | GENERAL SUPPORT | $500 | PUBLIC |
| AMERICAN RED CROSS | |||||||
| 529 CARLISLE ST | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $3,000 | PUBLIC |
| CHILDREN'S PLACE | |||||||
| 2840 6TH AVE S | LAKE WORTH | FL | 33461 | N/A | GENERAL SUPPORT | $3,000 | PUBLIC |
| DELONE CATHOLIC HIGH SCHOOL | |||||||
| 140 S OXFORD AVE | MCSHERRYTOWN | PA | 17344 | N/A | GENERAL SUPPORT | $2,000 | PUBLIC |
| EASTER SEALS OF SOUTH CENTRAL PA | |||||||
| 2201 S QUEEN ST | YORK | PA | 17402 | N/A | GENERAL SUPPORT | $1,000 | PUBLIC |
| EICHELBERGER PERFORMING ARTS | |||||||
| 195 STOCK ST | HANOVER | PA | 17331 | N/A | GENERAL FUND | $1,500 | PUBLIC |
| EICHELBERGER PERFORMING ARTS | |||||||
| 195 STOCK ST | HANOVER | PA | 17331 | N/A | ACADEMY FUND | $1,500 | PUBLIC |
| GIRL SCOUTS IN THE HEART OF PENNSYLVANIA | |||||||
| 350 HALE AVE | HARRISBURG | PA | 17104 | N/A | CAMPERSHIP FUND | $250 | PUBLIC |
| HACC FOUNDATION | |||||||
| 731 OLD HARRISBURG RD | GETTYSBURG | PA | 17325 | N/A | GENERAL SUPPORT | $2,000 | PUBLIC |
| HANOVER AREA YMCA | |||||||
| 14 WEST MARKET ST | YORK | PA | 17401 | N/A | ENDOWMENT FUND | $2,000 | PUBLIC |
| HANOVER COUNCIL OF CHURCHES | |||||||
| 136 CARLISLE ST | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $3,500 | PUBLIC |
| HANOVER COUNCIL OF CHURCHES | |||||||
| 136 CARLISLE ST | HANOVER | PA | 17331 | N/A | NEW FACILITY FUND | $5,000 | PUBLIC |
| HANOVER SOCCER CLUB | |||||||
| 101 KINDIG LN | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $2,000 | PUBLIC |
| HART CENTER | |||||||
| 450 E GOLDEN LN | NEW OXFORD | PA | 17350 | N/A | GENERAL SUPPORT | $3,000 | PUBLIC |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | N/A | GENERAL SUPPORT | $1,000 | PUBLIC |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | N/A | SCHOLARSHIP FUND | $3,000 | PUBLIC |
| PALM BEACH HABILITATION CENTER | |||||||
| 4522 S CONGRESS AVE | LAKE WORTH | FL | 33461 | N/A | GENERAL SUPPORT | $5,000 | PUBLIC |
| ST MARKS EPISCOPAL CHURCH | |||||||
| 3395 BURNS RD | PALM BEACH GARDENS | FL | 33418 | N/A | GENERAL SUPPORT | $3,000 | PUBLIC |
| ST MARKS EPISCOPAL CHURCH | |||||||
| 3395 BURNS RD | PALM BEACH GARDENS | FL | 33418 | N/A | CAPITAL IMPROVEMENTS | $3,000 | PUBLIC |
| SWEET CHARITIES OF HANOVER INC | |||||||
| 1150 CARLISLE ST 5 | HANOVER | PA | 17331 | N/A | CANCER PATIENT FUND | $6,000 | PUBLIC |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | N/A | CAFE JOSHUA | $6,000 | PUBLIC |
| UCP OF SOUTH PA | |||||||
| 788 CHERRY TREE CT | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $3,000 | PUBLIC |
| YWCA OF HANOVER | |||||||
| 23 W CHESTNUT ST | HANOVER | PA | 17331 | N/A | GENERAL SUPPORT | $2,000 | PUBLIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 70570 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,916 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $69,045 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $102,961 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 102961 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COCHRANE & CO. | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 900 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCK | 379183 | 390561 |
| MUTUAL FUNDS | 589116 | 580753 |
| COMMON TRUST FUNDS | 401133 | 393894 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED EXCISE TAX | Description |
| BOY Book Value | 2608 | BOYBookValue |
| EOY Book Value | 3587 | EOYBookValue |
| EOYFMV | 3587 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX LETTER PREPARATION | $165 | 165 | 0 |
| SAGEWORTH MGMT FEES | $10,210 | 10210 | 0 |
| STATE STREET BANK & TRUST | $537 | 537 | 0 |
| K-1 PORTFOLIO DEDUCTIONS | $2,818 | 2818 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 EXCISE TAX | $2,021 | 2021 | 0 |
| FOREIGN TAX PAID ON DIVIDENDS | $182 | 182 | 0 |
| ANNUAL REPORT | $61 | 31 | 0 |