EAGLES MERE FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EAGLES MERE FOUNDATION (EIN 23-6805376)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-31
- IRS object ID
- 201242139349300109
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-31T08:26:35-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232708607 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELIGMAN FRIEDMAN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1027 MUMMA ROAD | AddressLine1 |
| City | WORMLEYSBURG | City |
| State | PA | State |
| ZIP Code | 17043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236805376 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EAGLES MERE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAGL | NameControl |
| Phone | 5703274541 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST THIRD STREET NO 504 | AddressLine1 |
| City | WILLIAMSPORT | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DON M LUNDY | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 5703274541 | Phone |
| Date Signed | 2012-06-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E WAGONER | Name |
| PTIN | P00737212 | PTIN |
| Phone | 7177610211 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DON M LUNDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST THIRD STREET NO 504 | AddressLine1 |
| City | WILLIAMSPORT | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28068 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EAGLESMERE.ORG/EMFOUNDATION.HTML | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE EAGLES MERE FOUNDATION IS A COMMUNITY FOUNDATION FUNDED BY DONORS WHO SHARE THE FOUNDATION'S VISION OF PRESERVING AND ENHANCING THE UNIQUE CHARACTER OF EAGLES MERE, PENNSYLVANIA. THE FOUNDATION WAS ESTABLISHED IN AUGUST 1986. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11757 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10858 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13495 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17210 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25252 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28068 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15385 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35400 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 170 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10574 | OtherExpensePriorYear |
| Other Expenses Current Year | 6699 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25959 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42099 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -707 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -14031 | RevenuesLessExpensesCY |
| Total Assets BOY | 821200 | TotalAssetsBOY |
| Total Assets EOY | 799478 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 821200 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 799478 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE EAGLES MERE FOUNDATION IS A COMMUNITY FOUNDATION FUNDED BY DONORS WHO SHARE THE FOUNDATION'S VISION OF PRESERVING AND ENHANCING THE UNIQUE CHARACTER OF EAGLES MERE, PENNSYLVANIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 35400 | Expense |
| Description | THE ORGANIZATION PROVIDES GRANTS TO QUALIFIED ORGANIZATIONS THAT ARE ALSO TAX EXEMPT IN THE EAGLES MERE, PENNSYLVANIA AREA. THE ORGANIZATION MADE VARIOUS GRANTS IN THE YEAR TO ORGANIZATIONS THAT WERE INSTRUMENTAL IN EDUCATIONAL AND HISTORICAL ACTIVITIES. | Description |
| Total Program Service Expense | 35400 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON LUNDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5713274541 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST THIRD STREET 504 | AddressLine1 |
| City | WILLIAMSPORT | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SUSIE CLARK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KATRINE PENDLETON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT REPKE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFF WESTPHAL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BOB SPAHR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK STITZER | ||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | |
| DON M LUNDY | ||||||
| PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| EDWINA VAUCLAIN | ||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 10858 | AllOtherContributions |
| Total Contributions | 10858 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17210 | TotalRevenueColumn |
| Exclusion | $17,210 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28068 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,210 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35400 | Total |
| Program Services | 35400 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2006 | Total |
| Management And General | 2006 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500 | Total |
| Management And General | 3500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15 | Total |
| Management And General | 15 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170 | Total |
| Fundraising | 170 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57 | Total |
| Management And General | 57 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 951 | Total |
| Management And General | 951 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42099 | Total |
| Program Services | 35400 | ProgramServices |
| Management And General | 6529 | ManagementAndGeneral |
| Fundraising | 170 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17762 | BOY |
| EOY | 6777 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 803438 | BOY |
| EOY | 792701 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821200 | BOY |
| EOY | 799478 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282878 | BOY |
| EOY | 254802 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 538322 | BOY |
| EOY | 544676 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821200 | BOY |
| EOY | 799478 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821200 | BOY |
| EOY | 799478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -14031 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7691 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 312363 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9000 | CurrentTaxYear |
| Total | 407548 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 312363 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9000 | CurrentTaxYear |
| Total | 407548 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 407548 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20647 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17210 | CurrentTaxYear |
| Total | 84603 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 492151 | TotalSupport |
| Public Support Pertcentage170 | 0.82810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84890 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 9 | NumberDAFsHeld |
| Number Funds Held | 3 | NumberFundsHeld |
| Donor Advised Contributions | 5250 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 3750 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 500 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 34900 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 544676 | AggregateDAFValue |
| Aggregate Fund Value | 254802 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (10 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VANGUARD PRIME MONEY MARKET FUND | 2577 | F |
| 500 INDEX FUND ADMIRAL SHARES | 388246 | F |
| VANGUARD HIGH-YIELD CORP FUND INVESTOR SHARES | 29058 | F |
| VANGUARD TOTAL BOND INDEX FUND ADM SHRS | 129267 | F |
| FEDERAL MONEY MARKET FUND | 103618 | F |
| WELLINGTON FUND INV | 36816 | F |
| WASATCH FUNDS INCOME | 50358 | F |
| SHORT TERM BOND INDEX FUND AM | 18962 | F |
| TOTAL INTL STOCK IX ADMIRAL | 13609 | F |
| TOTAL INTL SOCK 1 X ADMIRAL | 20190 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 792701 | TotalOfBookValueSecurities |
| Total Revenue | 28068 | TotalRevenue |
| Total Expenses | 42099 | TotalExpenses |
| Excess Or Deficit For Year | -14031 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7691 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -7691 | TotalAdjustments |
| Excess Or Deficit Per FS | -21722 | ExcessOrDeficitPerFS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient |
|---|---|---|---|---|---|---|---|
| EAGLES MERE MUSEUM | |||||||
| PO BOX 440 | EAGLES MERE | PA | 17731 | 501(C)(3) | 10000 | REQUESTED DISTRIBUTION OF INVESTMENT INCOME | |
| PROTECT EAGLES MERE ALLIANCE | |||||||
| PO BOX 177 | EAGLES MERE | PA | 17731 | 501(C)(3) | 15000 | REQUESTED DISTRIBUTION OF INVESTMENT INCOME | 273674456 |
| ENSEMBLE THEATRE COMMUNITY SCHOOL | |||||||
| PO BOX 188 | EAGLES MERE | PA | 17731 | 501(C)(3) | 10000 | REQUESTED DISTRIBUTION OF INVESTMENT INCOME | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FUNDS ARE GRANTED FOR SPECIFIC PURPOSES, THROUGH APPLICATION. FORMAL GRANT DOCUMENTS ARE USED AND GRANTS ARE MONITORED BY THE BOARD OF DIRECTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO FILING, AND APPROVES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -7,691. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE REVIEW AND SELECTING THE FIRM TO COMPLETE THE REVIEW. |