DONALD L KEENY TRUST U-W: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DONALD L KEENY TRUST U-W (EIN 23-6904697)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-11
- IRS object ID
- 202631019349100113
- Schema version
- 2025v4.0
- 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 Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-11T11:01:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392447546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST TAX COMPLIANCE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 PARKRIDGE PLACE | AddressLine1Txt |
| City | SOUTH PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236904697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD L KEENY TRUST UNDER WILL DATED DECEMB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEEN | BusinessNameControlTxt |
| Phone | 7175302614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 EAST KING STREET | AddressLine1Txt |
| City | SHIPPENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17257 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY W DENTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7175302614 | PhoneNum |
| Signature | 2026-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4129150648 | PhoneNum |
| Preparation | 2026-04-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $397,618 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $282,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,211 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $24,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,618 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,598 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,799 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,799 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $335 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $12,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,660 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $341,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $330,879 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $384,958 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $341,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $397,618 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $341,358 | CapitalStockBOYAmt |
| Capital Stock EOY | $343,539 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $341,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $343,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $341,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $343,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $341,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $344,025 | SubtotalAmt |
| Other Decreases | $486 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $343,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2288.323 FEDERATED HERMES TOTAL RETURN BOND FUND MUTUAL CLASS INSTITUT | 2015-02-05 | 2025-02-21 | $21,556 | $23,881 | -$2,325 | -$2,325 | |
| 453.645 JPMORGAN MID CAP VALUE L | 2022-08-12 | 2025-02-21 | $16,839 | $17,788 | -$949 | -$949 | |
| 1131.42 GOLDMAN SACHS INTERNATIONAL EQUITY ESG INSTL | 2022-08-12 | 2025-02-21 | $32,517 | $28,195 | $4,322 | $4,322 | |
| 40. ISHARES 20+ YR TREASURY BOND ETF | 2023-12-07 | 2025-02-21 | $3,573 | $3,810 | -$237 | -$237 | |
| 78. ISHARES CORE S&P SMALL-CAP ETF | 2022-08-12 | 2025-02-21 | $8,936 | $8,132 | $804 | $804 | |
| 101. ISHARES MSCI JAPAN ETF | 2023-12-07 | 2025-02-21 | $7,023 | $6,338 | $685 | $685 | |
| 157.924 JPMORGAN SMALL CAP EQUITY FUND I | 2017-11-03 | 2025-02-21 | $8,544 | $9,001 | -$457 | -$457 | |
| 4632.24 METWEST TOTAL RETURN BOND FUND FUND;I | 2014-12-05 | 2025-02-21 | $41,598 | $48,623 | -$7,025 | -$7,025 | |
| 172.882 NUVEEN PREFERRED SECURITIES & INCOME | 2023-12-07 | 2025-02-21 | $2,707 | $2,550 | $157 | $157 | |
| 590.41 PRINCIPAL HIGH YIELD INSTL | 2023-07-20 | 2025-02-21 | $3,985 | $3,826 | $159 | $159 | |
| 297.584 T ROWE PRICE NEW HORIZONS FUND I | 2013-03-05 | 2025-02-21 | $16,516 | $15,113 | $1,403 | $1,403 | |
| 47.933 VANGUARD 500 INDEX FUND ADMIRAL | 2023-12-07 | 2025-02-21 | $26,644 | $20,416 | $6,228 | $6,228 | |
| 101.496 GQG PARTNERS EMERGING MARKETS EQUITY FUND; I | 2022-08-12 | 2025-07-10 | $1,759 | $1,457 | $302 | $302 | |
| 17. AVANTIS U.S. SMALL CAP VALUE ETF | 2025-02-21 | 2025-07-10 | $1,634 | $1,622 | $12 | $12 | |
| 44.281 WILLIAM BLAIR SMALL CAP GROWTH FUND;I | 2025-02-21 | 2025-07-10 | $1,513 | $1,537 | -$24 | -$24 | |
| 187.734 FEDERATED HERMES TOTAL RETURN BOND FUND MUTUAL CLASS INSTITUTI | 2015-02-05 | 2025-07-10 | $1,774 | $2,099 | -$325 | -$325 | |
| 270.962 FEDERATED HERMES TOTAL RETURN BOND FUND MUTUAL CLASS INSTITUTI | 2013-03-07 | 2025-07-10 | $2,561 | $3,073 | -$512 | -$512 | |
| 165.588 FEDERATED HERMES TOTAL RETURN BOND FUND MUTUAL CLASS INSTITUTI | 2012-11-30 | 2025-07-10 | $1,565 | $1,927 | -$362 | -$362 | |
| 50.276 FIDELITY ADVISOR EMERGING MARKETS FUND; I | 2022-08-12 | 2025-07-10 | $2,158 | $1,714 | $444 | $444 | |
| 37.996 POLEN GROWTH INSTL | 2024-01-08 | 2025-07-10 | $1,832 | $1,600 | $232 | $232 | |
| 285.034 POLEN GROWTH INSTL | 2022-08-12 | 2025-07-10 | $13,744 | $12,063 | $1,681 | $1,681 | |
| 121.045 GOLDMAN SACHS INTL SMALL CAP INSIGHTS FUINST | 2025-02-21 | 2025-07-10 | $1,876 | $1,569 | $307 | $307 | |
| 22. GOLDMAN SACHS SMALL CAP EQUITY ETF | 2025-02-21 | 2025-07-10 | $1,136 | $1,129 | $7 | $7 | |
| 1612.303 JPMORGAN GOVERNMENT BOND FUND MUTUAL CLASS R6 | 2025-02-21 | 2025-07-10 | $15,446 | $15,333 | $113 | $113 | |
| 40.844 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO;INST | 2025-02-21 | 2025-07-10 | $726 | $656 | $70 | $70 | |
| 497.508 MFS INTERNATIONAL EQUITY FUND MUTUAL CLASS R6 | 2022-08-12 | 2025-07-10 | $19,796 | $14,283 | $5,513 | $5,513 | |
| 41.127 NEUBERGER BERMAN LARGE CAP VALUE INSTL | 2024-01-08 | 2025-07-10 | $2,009 | $1,722 | $287 | $287 | |
| 279.252 NEUBERGER BERMAN LARGE CAP VALUE INSTL | 2022-08-12 | 2025-07-10 | $13,641 | $11,944 | $1,697 | $1,697 | |
| 134.689 PIMCO INCOME FUND | 2025-02-21 | 2025-07-10 | $1,444 | $1,437 | $7 | $7 | |
| 54.324 VANGUARD SHORT-TERM INVESTMENT-GRADE FUNADMIRAL | 2025-02-21 | 2025-07-10 | $567 | $562 | $5 | $5 | |
| 8.624 VANGUARD 500 INDEX FUND ADMIRAL | 2023-12-07 | 2025-07-10 | $5,000 | $3,660 | $1,340 | $1,340 | |
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,652 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,211 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $101 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORRSTOWN BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7175302614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 EAST KING STREET | AddressLine1Txt |
| City | SHIPPENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORRSTOWN BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 EAST KING STREET | AddressLine1Txt |
| City | SHIPPENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,598 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $168,417 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $168,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $165,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $7,994 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,994 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,994 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,684 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,994 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $869 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $869 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,821 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,821 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $9,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| NATIONAL BEQUEST CTR-B WOODMAN | PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PC | CONTRIBUTION | $3,110 |
| AMERICAN RED CROSS | ||||||||
| ATTN TRUST & ESTATES | 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | CONTRIBUTION | $3,110 |
| THE SALVATION ARMY | ||||||||
| LEGAL DEPARTMENT | WEST NYACK | NY | 10994 | NONE | PC | CONTRIBUTION | $3,110 | |
| SPCA OF YORK | ||||||||
| EXECUTIVE DIRECTOR | 3159 SUSQUEHANNA TRAIL NORTH | YORK | PA | 17406 | NONE | PC | CONTRIBUTION | $3,110 |
| AMERICAN CANCER SOCIETY | ||||||||
| JANE LABASTIDA TRUST PROBATE | OKLAHOMA CITY | OK | 73162 | NONE | PC | CONTRIBUTION | $3,110 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,618 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $335 | Amt |
| Disbursements Charitable Prps | $335 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| AMG YACKTMAN SERVICES |
| AMERICAN FUNDS AMCAP INST |
| AMERICAN FUNDS EUROPACIFIC GRO |
| COHEN & STEERS REAL ESTATE SEC |
| JPMORGAN SMALL CAP EQUITY |
| MFS INTERNATIONAL VALUE |
| INVESCO OPPENHEIMER DEVELOPING |
| PRIMECAP ODYSSEY |
| T ROWE PRICE NEW HORIZONS |
| FEDERATED TOTAL RETRUN BOND |
| METROPOLITAN WEST TOTAL RETURN |
| VANGUARD 500 INDEX |
| BAIRD ULTRA SHORT BOND FUND |
| PEOPLESBANK MONEY MARKET INDEX |
| VANGUARD INFLATION PROTECTED S |
| GQG PARTNERS EMERGING MARKETS |
| FIDELITY ADVISOR EMERGING MARK |
| JP MORGAN MIDCAP VALUE INSTL |
| POLEN GROWTH FUND INSTITUTIONA |
| GOLDMAN SACHS INTERNATIONAL EQ |
| ISHARES CORE S&P SMALLCAP ETF |
| MFS INTERNATIONAL EQUITY R6 |
| NEUBERGER BERMAN LARGE CAP VAL |
| PIMCO COMMODITY REAL RETURN ST |
| ISHARES 20 YEAR TREASURY BOND |
| ISHARES MSCI JAPAN ETF |
| NUVEEN PREFERRED SECURITIES AN |
| PRINCIPAL HIGH YIELD INSTL |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCES | Desc |
| Amt | $486 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $122 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $86 | $86 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $60 | $60 | $0 |