JOSEPH T AND HELEN M SIMPSON FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH T AND HELEN M SIMPSON FOUNDATION (EIN 23-6242538)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201141269349100834
- Schema version
- 2010v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-04-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E PERRIN JR | Name |
| Phone | 8047273150 | Phone |
| Date Prepared | 2011-04-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4566483 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 102093 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 101992 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3619 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 254826 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 28 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 98502 | TotalRevenueAndExpenses |
| Total Net Investment Income | 101992 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 41726 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 41726 | 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 | 1191 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1191 | 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 | 113837 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 113837 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 156754 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 156754 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 340900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 340900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 497654 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 156754 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 340900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -399152 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 226110 | CashBOY |
| Cash EOY | 60406 | CashEOY |
| Cash EOYFMV | 60406 | CashEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 2587713 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2453946 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4397721 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 196727 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 97050 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 108356 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3010550 | TotalAssetsBOY |
| Total Assets EOY | 2611402 | TotalAssetsEOY |
| Total Assets EOYFMV | 4566483 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3010550 | CapitalStockBOY |
| Capital Stock EOY | 2611402 | CapitalStockEOY |
| Total Net Assets BOY | 3010550 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2611402 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3010550 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2611402 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3010550 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -399152 | ExcessOfRevenueOverExpenses |
| Other Increases | 4 | OtherIncreases |
| Subtotal | 2611402 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2611402 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1000. ALCOA INCORPORATED | 2003-11-26 | 2010-03-12 | 13574 | 32750 | -19176 | -19176 |
| 500. ENSCO PLC | 2005-09-26 | 2010-03-12 | 22917 | 21610 | 1307 | 1307 |
| .0596 FRONTIER COMMUNICATIONS CORP | 2009-07-30 | 2010-07-23 | 1 | -1 | -1 | |
| 100000. GOLDMAN SACHS GROUP 5.000% 1/15/11 | 2007-10-04 | 2010-11-23 | 100451 | 99677 | 774 | 774 |
| 600. JACOBS ENGINEER GROUP INCORPORATED | 2006-11-03 | 2010-03-12 | 26083 | 23706 | 2377 | 2377 |
| 1000. KRAFT FOODS INCORPORATED CLASS A | 2009-02-18 | 2010-04-20 | 30561 | 24705 | 5856 | 5856 |
| 700. SYSCO CORP COMMON | 2007-03-07 | 2010-03-12 | 19987 | 22311 | -2324 | -2324 |
| 559. TRANSOCEAN LIMITED | 2005-11-17 | 2010-04-30 | 41115 | 33685 | 7430 | 7430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3619 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 431900 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4402733 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.098098 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 507825 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6405134 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.079284 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 458660 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7693923 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059613 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 400576 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6912442 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05795 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 287650 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6031245 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047693 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.342639 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068528 | AverageDistributionRatio |
| Net Noncharitable Assets | 4349430 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 298057 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 298057 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 340900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| 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 |
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 | 17726 |
| 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 | 4272552 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 143113 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4415665 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4415665 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 66235 | CashDeemedCharitable |
| Net Noncharitable Assets | 4349430 | NetNoncharitableAssets |
| Minimum Investment Return | 217472 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 217472 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 217472 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 217472 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 217472 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 340900 | 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 | 340900 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 340900 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 217472 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 73732 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 78210 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 187618 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 211763 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 551323 | TotalExcessDistriCarryover |
| Qualifying Distributions | 340900 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 217472 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 123428 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 674751 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 674751 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 73732 | ExcessFromYear4 |
| Excess From Year3 | 78210 | ExcessFromYear3 |
| Excess From Year2 | 187618 | ExcessFromYear2 |
| Excess From Year1 | 211763 | ExcessFromYear1 |
| Excess From Current Year | 123428 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (109 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 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE RESEAR | ||||||||
| 15825 SHADY GROVE RD STE | ROCKVILLE | MD | 20850 | NONE | MEDICAL RESEARCH | PUBLIC SUPPORT | $300 | |
| AMERICAN CANCER SOCIETY | ||||||||
| ALLENBURY PO BOX 7 | BOILING SPRINGS | PA | 17007 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $700 | |
| 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 |
| BETHESDA MISSION | ||||||||
| 611 REILLY STREET | HARRISBURG | PA | 17102 | NONE | CHARITABLE WORK | PUBLIC SUPPORT | $1,500 | |
| BOYS AND GIRLS CLUB OF | ||||||||
| 1227 BERRYHILL STREET | HARRISBURG | PA | 17104 | NONE | PUBLIC SUPPORT | PUBLIC SUPPORT | $2,500 | 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 |
| HARRISBURG SYMPHONY | ||||||||
| 800 CORPORATE CIRCLE | HARRISBURG | PA | 17110 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $2,500 | ASSOCIATION |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | EDUCATIONAL | PUBLIC SUPPORT | $2,500 | |
| 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 | $1,500 | |
| 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 | |
| PHILADELPHIA ORCHESTRA | ||||||||
| 1420 LOCUST ST | PHILADELPHIA | PA | 19102 | NONE | EDUCATION | PUBLIC SUPPORT | $1,000 | C/O SUSAN GOULD |
| 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 | $60,500 | 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 | $500 | |
| HOMELAND CENTER | ||||||||
| 1901 N FIFTH STREET | HARRISBURG | PA | 17102 | NONE | CHARITABLE | PUBLIC SUPPORT | $1,500 | |
| 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 | |
| DELTA HOUSING | ||||||||
| PO BOX 5342 | HARRISBURG | PA | 17110 | NONE | CHARITABLE | PUBLIC SUPPORT | $250 | |
| FAMILY & CHILDRENS | ||||||||
| 121 LOCUST STREET | HARRISBURG | PA | 17101 | NONE | CHARITABLE | PUBLIC SUPPORT | $400 | SERVICES OF THE CAP REG |
| 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 | $700 | DAUPHIN COUNTY |
| HOWARD COUNTY PUBLIC | ||||||||
| 10375 LITTLE PATUXENT | COLUMBIA | MD | 21044 | NONE | EDUCATION | PUBLIC SUPPORT | $250 | LIBRARY |
| LINCOLN INSTITUTE | ||||||||
| 1001 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | EDUCATION | PUBLIC SUPPORT | $250 | |
| MECHANICSBURG AREA | ||||||||
| PO BOX 1093 | MECHANICSBURG | PA | 17055 | NONE | CHARITABLE | PUBLIC SUPPORT | $500 | MEALS ON WHEELS INC |
| MENTAL HEALTH ASSOC | ||||||||
| 3 CROSSGATES DRIVE 120 | MECHANICSBURG | PA | 17055 | NONE | EDUCATION | PUBLIC SUPPORT | $450 | |
| NATIONAL CIVIL WAR MUSEUM | ||||||||
| PO BOX 1861 | HARRISBURG | PA | 17105 | NONE | EDUCATION | PUBLIC SUPPORT | $400 | |
| NATIONAL GLAUCOMA | ||||||||
| 15825 SHADY GROVE RD 140 | ROCKVILLE | MD | 20850 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | RESEARCH |
| NATIONAL MS SOCIETY OF | ||||||||
| PO BOX 2067 | HARRISBURG | PA | 17105 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | CENTRAL PA |
| NEW HOPE MINISTRIES | ||||||||
| 15 STATE RD | MECHANICSBURG | PA | 17055 | NONE | CHARITABLE | PUBLIC SUPPORT | $1,500 | |
| 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 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 2112 WALNUT ST | HARRISBURG | PA | 17103 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| WEDNESDAY CLUB | ||||||||
| 301 MARKET STREET | HARRISBURG | PA | 17101 | NONE | EDUCATION | PUBLIC SUPPORT | $500 | SCHOLARSHIP FUND |
| WESLEY PRE-SCHOOL | ||||||||
| FILBERT AND SIMPSON ST | MECHANICSBURG | PA | 17055 | NONE | EDUCATION | PUBLIC SUPPORT | $250 | |
| 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 | |
| WEST SHORE YMCA | ||||||||
| 410 FALLOWFIELD ROAD | CAMP HILL | PA | 17011 | NONE | N/A | PUBLIC SUPPORT | $1,000 | |
| 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 | |
| FOUNDATION FOR ENHANCING COMMUNITIE | ||||||||
| PO BOX 678 | HARRISBURG | PA | 17108 | NONE | N/A | PUBLIC AWARENESS | $2,500 | |
| 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 | |
| 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 SOCIET | ||||||||
| 21 N PLATT STREET | CARLISLE | PA | 17013 | NONE | N/A | PUBLIC SUPPORT | $1,000 | |
| CULTURAL ENRICHMENT FUND | ||||||||
| 301 MARKET ST | HARRISBURG | PA | 17108 | NONE | N/A | PUBLIC SUPPORT | $4,000 | |
| TAX FOUNDATION | ||||||||
| 2001 L STREET NW | WASHINGTON | DC | 20077 | NONE | N/A | PUBLIC INTEREST | $200 | |
| WYOMING SEMINARY | ||||||||
| 201 NORTH SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | N/A | EDUCATION | $1,000 | |
| PENN ST M S HERSHEY MEDICAL CENTER | ||||||||
| 845 FISHBURN RD | HERSHEY | PA | 17033 | NONE | N/A | COMMUNITY HEALTH SUPPORT | $300 | |
| VERMONT ACADEMY | ||||||||
| 20 PLEASANT ST | SAXTONS RIVER | VT | 05154 | NONE | EDUCATION | PUBLIC SUPPORT | $1,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 8260 WILLOW OAKS CORP DR SUITE 4 | FAIRFAX | VA | 220314511 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | |
| US FUND FOR UNICEF | ||||||||
| 333 EAST 38TH STREET | NEW YORK | NY | 10016 | NONE | CHARITABLE | PUBLIC SUPPORT | $500 | |
| MEMORIAL SLOAN-KETTERING CANC CTR | ||||||||
| SORT 8400 1275 YORK AVE | NEW YORK | NY | 101310112 | NONE | EDUCATION | PUBLIC SUPPORT | $400 | |
| 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 | |
| PINNACLE HEALTH FOUNDATION | ||||||||
| ATTN HELEN FRIEDMAN | HARRISBURG | PA | 171058700 | NONE | CHARITABLE | PUBLIC SUPPORT | $160,250 | |
| 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 | |
| GOODWILL IND OF CENTRAL PENNA | ||||||||
| P O BOX 3155 | HARRISBURG | PA | 17105 | NONE | CHARITABLE | PUBLIC SUPPORT | $1,500 | |
| HUMANE SOCIETY OF HARRISBURG | ||||||||
| 7790 GRAYSON ROAD | HARRISBURG | PA | 17111 | NONE | PUBLIC SAFETY | PUBLIC SUPPORT | $500 | |
| YOUNG WOMEN'S CHRISTIAN | ||||||||
| JOHN CRAIN KUNKEL CENTER | HARRISBURG | PA | 17103 | NONE | CHARITABLE | PUBLIC SUPPORT | $2,000 | ASSOC OF GRTR HARRISBURG |
| METHODIST HOME FOR CHILDREN | ||||||||
| 5120 SIMPSON FERRY ROAD | MECHANICSBURG | PA | 17050 | NONE | CHARITABLE | PUBLIC SUPPORT | $750 | |
| 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 | |
| TRI-CNTY MENTAL HEALTH ASSN NKA | ||||||||
| MENTAL HEALTH ASSN OF CAPITAL REGIO | MARYSVILLE | PA | 17053 | NONE | N/A | MENTAL HEALTH EDUCATION AND SUPPORT | $500 | |
| WITF | ||||||||
| CAPITAL CAMPAIGN | HARRISBURG | PA | 17111 | NONE | EDUCATION | PUBLIC SUPPORT | $2,500 | |
| 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 | |
| GAUDENZIA | ||||||||
| 1910 N SECOND STREET | HARRISBURG | PA | 17102 | NONE | CHARITABLE | PUBLIC SUPPORT | $300 | |
| HOSPICE OF CENTRAL PENNSYLVANIA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | MEDICAL SUPPORT | PUBLIC SUPPORT | $6,500 | |
| HARRISBURG ACADEMY | ||||||||
| ATTN DAVID ZETT | WORMLEYSBURG | PA | 17043 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | |
| BIG BROTHERS BIG SISTERS OF CAP REG | ||||||||
| 1500 NORTH 2ND STREET | HARISBURG | PA | 17102 | NONE | EDUCATION | PUBLIC SUPPORT | $200 | |
| HUMMELSTOWN HISTORICAL SOCIETY | ||||||||
| N ROSANNA NORTH ALLEY | HUMMELSTOWN | PA | 17036 | NONE | EDUCATION | PUBLIC SUPPORT | $250 | |
| LEHIGH UNIVERSITY | ||||||||
| ALUMNI MEMORIAL BLDG | BETHLEHEM | PA | 18015 | NONE | EDUCATION | PUBLIC SUPPORT | $22,500 | |
| 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 | |
| FOUNDATION ENDOWMENT | ||||||||
| 611 CAMERON STREET | ALEXANDRIA | VA | 22314 | NONE | N/A | EDUCATIONAL | $500 | |
| CITIZENS AGAINST GOVT | ||||||||
| PO BOX 96564 | WASHINGTON | DC | 20077 | NONE | EDUCATION | PUBLIC SUPPORT | $350 | WASTE |
| NATIONAL PARKINSON FOUNDATION | ||||||||
| PO BOX 02-5163 | MIAMI | FL | 331025163 | NONE | CHARITABLE | PUBLIC SUPPORT | $200 | |
| 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 | 340900 | 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 | $102,093 | 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 | -$3,619 | 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 | $98,502 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 98502 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GOLDMAN SACHS 5.0% | ||
| JP MORGAN CHASE 5.75% 01/02/13 | 97050 | 108356 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (49 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COLGATE PALMOLIVE COMPANY | 41259 | 64296 |
| PEPSICO INC | 44087 | 65330 |
| JOHNSON & JOHNSON | 65721 | 74220 |
| WELLS FARGO & COMPANY | 40324 | 61980 |
| CHEVRONTEXACO CORP | 76440 | 182500 |
| BOEING COMPANY | 29864 | 39156 |
| HARSCO CORP | 273941 | 1132800 |
| TEVA PHARMACEUTICALS | 29295 | 52130 |
| MICROSOFT CORP | 26864 | 27910 |
| AMGEN INC | 47520 | 43920 |
| EXPRESS SCRIPTS INC | 31709 | 216200 |
| J P MORGAN CHASE & CO | 27108 | 29694 |
| CISCO SYSTEMS INC | 53564 | 80920 |
| INTERNATIONAL BUSINESS MACHINE | 49833 | 73380 |
| HARBOR INT'L FUND #11 | 281339 | 356060 |
| ALCOA INC COM | ||
| EMERSON ELECTRIC | 77528 | 171510 |
| VERIZON COMMUNICATIONS | 43760 | 53670 |
| EXXON MOBIL | 35570 | 73120 |
| CONOCOPHILLIPS | 96401 | 207160 |
| ABBOTT LABORATORIES | 41590 | 47910 |
| LOCKHEED MARTIN | 22283 | 34955 |
| EXELON | 33401 | 41640 |
| UNITED TECHNOLOGIES | 42872 | 62976 |
| TARGET CORP | 43600 | 48104 |
| CVS | 58640 | 92836 |
| PROCTOR AND GAMBLE | 56847 | 64330 |
| ENSCO INTERNATIONAL | ||
| TRANSOCEAN INC | ||
| BAXTER INTERNATIONAL | 38220 | 50620 |
| GENZYME | 74203 | 71200 |
| GILEAD SCIENCES | 55850 | 72480 |
| NOVARTIS AG | 24985 | 29475 |
| JACOBS ENGINEERING GROUP | ||
| EOG RESOURCES | 50533 | 63987 |
| SCHLUMBERGER LTD | 26241 | 33400 |
| GOLDMAN SACHS GROUP | 81240 | 84080 |
| APPLE COMPUTER INC | 36616 | 129024 |
| HEWLETT PACKARD CO | 19465 | 21050 |
| QUALCOMM INC | 37750 | 49490 |
| CRM MID CAP VALUE FUND | 178042 | 187286 |
| KRAFT FOODS | ||
| SYSCO CORP | ||
| FEDERATED STRAT VAL FUND | 52127 | 34311 |
| PHILIP MORRIS INTERNATIONAL | 30646 | 46824 |
| SOUTHWESTERN ENERGY CO | 16417 | 14972 |
| INTUITIVE SURGICAL INC | 32302 | 77325 |
| FRONTIER COMMUNICATIONS | 2949 | 3503 |
| RS GLOBAL NATURAL RESOURCES | 25000 | 29987 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-ALLOCABLE EXPENSE - | Description |
| Revenue And Expenses Per Books | 113837 | RevenueAndExpensesPerBooks |
| Net Investment Income | 113837 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $4 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $411 | 411 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $780 | 780 | 0 |