ALEXANDER & JANE BOYD TA FDN: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER & JANE BOYD TA FDN (EIN 23-2251378)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349104285
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T17:01:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 232251378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER AND JANE BOYD TA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYD | BusinessNameControlTxt |
| Phone | 2393975002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUFACTURERS TRADERS TRUST CO | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 2393975002 | PhoneNum |
| Signature | 2026-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-04-03 | PreparationDt |
| 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 | $77,215,881 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,970,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,970,921 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,886,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,711,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,886,265 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,867,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,857,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $129,274 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $129,274 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | 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 Rev And Expnss | $2,300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,300 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $94,733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,999 | 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 |
| Other Expenses Rev And Expnss | $7,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,032 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,356,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,356,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,589,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,365,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,277,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,713,913 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,732 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $786,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,072,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,072,147 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $18,531,033 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl EOY | $18,531,033 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $18,531,033 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $29,654,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,313,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,209,478 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,866,673 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,327,933 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,403,223 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,478,951 | OtherAssetsBOYAmt |
| Total Assets BOY | $53,960,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,244,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,215,881 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $53,960,893 | CapitalStockBOYAmt |
| Capital Stock EOY | $56,244,632 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,960,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,244,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,960,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,244,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,960,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,277,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,564 | OtherIncreasesAmt |
| Subtotal | $56,264,304 | SubtotalAmt |
| Other Decreases | $19,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,244,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 129536.29 FEDERATED HERMES ULTRASHORT BD CL R6 | 2024-04-25 | 2025-04-09 | $1,199,506 | $1,197,359 | $2,147 | $2,147 | |
| 131996.215 FEDERATED HERMES ULTRASHORT BD CL R6 | 2025-01-02 | 2025-04-09 | $1,222,285 | $1,224,678 | -$2,393 | -$2,393 | |
| 73531.573 FEDERATED HERMES ULTRASHORT BD CL R6 | 2025-07-25 | 2025-12-11 | $684,579 | $682,373 | $2,206 | $2,206 | |
| 41669.179 FEDERATED HERMES ULTRASHORT BD CL R6 | 2024-04-25 | 2025-12-11 | $387,940 | $382,523 | $5,417 | $5,417 | |
| 1762. ISHARES S&P 500 GROWTH ETF | 2020-11-25 | 2025-01-02 | $177,935 | $107,888 | $70,047 | $70,047 | |
| 284. ISHARES S&P 500 GROWTH ETF | 2020-11-25 | 2025-02-21 | $29,801 | $17,389 | $12,412 | $12,412 | |
| 3769. ISHARES S&P 500 GROWTH ETF | 2025-04-09 | 2025-07-25 | $429,406 | $315,113 | $114,293 | $114,293 | |
| 3924. ISHARES S&P 500 GROWTH ETF | 2020-11-25 | 2025-07-25 | $447,065 | $240,268 | $206,797 | $206,797 | |
| 8083. ISHARES S&P 500 GROWTH ETF | 2020-11-25 | 2025-12-11 | $1,002,349 | $494,926 | $507,423 | $507,423 | |
| 102. ISHARES S&P 500/BARRA VALUE INDEX FUND | 2025-01-02 | 2025-02-21 | $20,166 | $19,328 | $838 | $838 | |
| 358. ISHARES S&P 500/BARRA VALUE INDEX FUND | 2025-01-02 | 2025-07-25 | $71,796 | $67,837 | $3,959 | $3,959 | |
| 734. ISHARES S&P 500/BARRA VALUE INDEX FUND | 2025-04-09 | 2025-07-25 | $147,202 | $123,397 | $23,805 | $23,805 | |
| 959. ISHARES S&P 500/BARRA VALUE INDEX FUND | 2020-11-25 | 2025-07-25 | $192,325 | $120,609 | $71,716 | $71,716 | |
| 4255. ISHARES S&P 500/BARRA VALUE INDEX FUND | 2020-11-25 | 2025-12-11 | $911,787 | $535,131 | $376,656 | $376,656 | |
| 89. ISHARES RUSSELL 1000 ETF | 2025-01-02 | 2025-02-21 | $29,657 | $28,512 | $1,145 | $1,145 | |
| 3204. ISHARES RUSSELL 1000 ETF | 2023-01-10 | 2025-02-21 | $1,067,647 | $721,303 | $346,344 | $346,344 | |
| 1017. ISHARES RUSSELL 1000 ETF | 2025-04-09 | 2025-07-25 | $356,224 | $277,646 | $78,578 | $78,578 | |
| 914. ISHARES RUSSELL 2000 INDEX FD | 2024-07-31 | 2025-01-02 | $201,236 | $204,592 | -$3,356 | -$3,356 | |
| 4346. ISHARES RUSSELL 2000 INDEX FD | 2023-12-15 | 2025-01-02 | $956,862 | $860,611 | $96,251 | $96,251 | |
| 227. ISHARES RUSSELL 2000 INDEX FD | 2025-02-21 | 2025-07-25 | $50,921 | $50,209 | $712 | $712 | |
| 989. ISHARES RUSSELL 2000 INDEX FD | 2023-12-15 | 2025-07-25 | $221,855 | $195,846 | $26,009 | $26,009 | |
| 1509. ISHARES RUSSELL 2000 INDEX FD | 2023-12-15 | 2025-12-11 | $388,665 | $297,938 | $90,727 | $90,727 | |
| 861. ISHARES RUSSELL TOP 200 GROWTH ETF | 2023-01-11 | 2025-01-02 | $200,655 | $139,334 | $61,321 | $61,321 | |
| 1845. ISHARES RUSSELL TOP 200 GROWTH ETF | 2025-02-21 | 2025-07-25 | $471,236 | $352,892 | $118,344 | $118,344 | |
| 1477. ISHARES RUSSELL TOP 200 GROWTH ETF | 2022-10-07 | 2025-07-25 | $377,245 | $181,483 | $195,762 | $195,762 | |
| 3631. ISHARES RUSSELL TOP 200 GROWTH ETF | 2019-06-18 | 2025-12-11 | $1,010,571 | $335,269 | $675,302 | $675,302 | |
| 1405. ISHARES CORE MSCI EAFE ETF | 2024-09-25 | 2025-07-25 | $118,964 | $108,638 | $10,326 | $10,326 | |
| 1919. ISHARES CORE MSCI EAFE ETF | 2025-02-21 | 2025-07-25 | $162,486 | $145,989 | $16,497 | $16,497 | |
| 1421. ISHARES CORE MSCI EAFE ETF | 2025-02-21 | 2025-12-11 | $128,510 | $108,103 | $20,407 | $20,407 | |
| 697. ISHARES CORE MSCI EAFE ETF | 2024-04-25 | 2025-12-11 | $63,034 | $49,883 | $13,151 | $13,151 | |
| 981. ISHARES CORE MSCI EMERGING | 2020-11-25 | 2025-02-21 | $54,775 | $58,341 | -$3,566 | -$3,566 | |
| 2741. ISHARES CORE MSCI EMERGING | 2020-11-25 | 2025-07-25 | $168,496 | $163,011 | $5,485 | $5,485 | |
| 2161. ISHARES CORE MSCI EMERGING | 2020-11-25 | 2025-12-11 | $146,084 | $128,518 | $17,566 | $17,566 | |
| 1217.13 VANGUARD COMMODITY STRAT FD CL ADM | 2025-02-21 | 2025-04-09 | $31,974 | $33,824 | -$1,850 | -$1,850 | |
| 1781.915 VANGUARD COMMODITY STRAT FD CL ADM | 2025-07-28 | 2025-12-11 | $53,600 | $49,537 | $4,063 | $4,063 | |
| 1069.518 VANGUARD #94 INSTITUTIONAL INDEX | 2022-10-07 | 2025-01-02 | $511,069 | $343,847 | $167,222 | $167,222 | |
| 670.905 VANGUARD #94 INSTITUTIONAL INDEX | 2022-10-07 | 2025-02-21 | $329,052 | $206,847 | $122,205 | $122,205 | |
| 437.365 VANGUARD #94 INSTITUTIONAL INDEX | 2025-04-09 | 2025-07-28 | $227,290 | $193,993 | $33,297 | $33,297 | |
| 877.221 VANGUARD VALUE INDEX FD ADM | 2025-01-02 | 2025-02-21 | $60,344 | $57,844 | $2,500 | $2,500 | |
| 341.22 VANGUARD VALUE INDEX FD ADM | 2025-01-02 | 2025-07-28 | $23,923 | $22,500 | $1,423 | $1,423 | |
| 1318.461 VANGUARD VALUE INDEX FD ADM | 2025-04-09 | 2025-07-28 | $92,437 | $84,276 | $8,161 | $8,161 | |
| 3429.736 VANGUARD VALUE INDEX FD ADM | 2023-12-15 | 2025-07-28 | $240,459 | $198,890 | $41,569 | $41,569 | |
| 12018.848 VANGUARD VALUE INDEX FD ADM | 2023-12-15 | 2025-12-11 | $905,500 | $696,973 | $208,527 | $208,527 | |
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P | |||||
| CAPITAL GAIN DIVIDENDS | $136,820 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,886,265 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,108 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $59,108 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $369 | EsPenaltyAmt |
| Tax Due | $20,684 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M AND T TRUST CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2393975002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| M&T BANK | ||||||
| PO BOX 1504 | BUFFALO | NY | 14240 | CO-TRUSTEE | 1 | $110,074 |
| JOSEPH A MACRI | ||||||
| 488 S MEADOW LAKE | HUMMELSTOWN | PA | 17036 | DIRECTOR | 1 | $19,200 |
| 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 | $73,083,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,615,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,698,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,698,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,120,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,577,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,678,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,678,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,423 | TotalTaxAmt |
| Distributable Before Adj | $3,599,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,599,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,599,471 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,365,332 | 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 | $3,365,332 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,599,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,354,094 | 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 | $3,365,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,354,094 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,238 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,588,233 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOYD FOUNDATION CO UNION DEPOSIT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 EAST PARK DRIVE ATTN PATRICK N | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7175717172 | RecipientPhoneNum |
| Recipient Email Address | alexanderandjaneboydfdn@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUESTS MUST BE SUBMITTED BY USING THE BOYD FOUNDATION'S GRANT REQUEST APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOYD FOUNDATION'S GEOGRAPHICAL PREFERENCE IS TO SERVE THE FOLLOWING AREAS: THE CITY OF HARRISBURG AND THE SURROUNDING TOWNSHIPS OF LOWER PAXTON, SWATARA & SUSQUEHANNA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BETHESDA MISSION | ||||||||
| P O BOX 3041 | HARRISBURG | PA | 17105 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| FAIR HOUSING COUNCIL | ||||||||
| 2100 N 6TH ST | Harrisburg | PA | 17110 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DOWNTOWN DAILY BREAD | ||||||||
| 310 NORTH THIRD STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CONTACT HELPLINE | ||||||||
| 900 S ARLINGTON AVE 150 | Harrisburg | PA | 17109 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| HEREDITARY DISEASE FOUNDATION | ||||||||
| 3960 BROADWAY 6TH FLOOR | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| THE NATIVITY SCHOOL OF HARRISBURG | ||||||||
| 2135 N 6TH STREET 2ND FLOOR | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| THE SALVATION ARMY HARRISBURG | ||||||||
| 1122 GREEN ST | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| CENTRAL PENNSYLVANIA FOOD BANK | ||||||||
| 3908 COREY ROAD | HARRISBURG | PA | 171095929 | NONE | PC | GENERAL SUPPORT | $148,000 | C/O JOSEPH S ARTHUR EX DIR |
| HARRISBURG ACADEMY | ||||||||
| 10 ERFORD RD | Lemoyne | PA | 17043 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CAPITAL REGION LITERACY COUNCIL | ||||||||
| 225 HUMMEL AVE REAR | Lemoyne | PA | 17043 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ST STEPHEN'S SCHOOL | ||||||||
| 215 NORTH FRONT ST | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22969 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE HILL SCHOOL | ||||||||
| 717 EAST HIGH STREET | POTTSTOWN | PA | 19464 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BOYS AND GIRLS CLUB OF HARRISBURG | ||||||||
| 1227 BERRY HILL ST | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| HISTORICAL SOCIETY OF DAUPHIN COU N | ||||||||
| 219 SOUTH FRONT STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| CHRIST LUTHERAN CHURCH | ||||||||
| 124 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $20,000 | HEALTH MINISTRIES |
| CHRISTIAN RECOVERY AFTERCARE MINISTRY | ||||||||
| 509 DIVISION ST | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| LEBANON VALLEY COLLEGE | ||||||||
| 101 COLLEGE AVE | ANNVILLE | PA | 17003 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| YMCA CAMP CURTIN | ||||||||
| 2135 N 6TH STREET | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CATHEDRAL PARISH OF SAINT PATRICK | ||||||||
| 212 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| NATIONAL MS CENTRAL PA RESEARCH | ||||||||
| 2000 LINGLESTOWN RD 201 | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Villanova University | ||||||||
| 800 E LANCASTER AVE | Villanova | PA | 19085 | NONE | PC | GENERAL SUPPORT | $50,000 | CO Mr Stephen Grourke |
| BEACON CLINIC FOR HEALTH & HOPE | ||||||||
| 248 SENECA ST | Harrisburg | PA | 17110 | NONE | PC | GENERAL SUPPORT | $47,500 | |
| HOOD COLLEGE | ||||||||
| 401 ROSEMONT AVENUE | Frederick | MD | 21701 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 220 MAIN BUILDING | Notre Dame | IN | 46556 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CHRISTIAN CHURCHES UNITED | ||||||||
| 413 SOUTH 19TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $85,000 | |
| ART ASSOCIATION OF HARRISBURG | ||||||||
| 413 S 19TH ST | Harrisburg | PA | 17104 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| AMIRACLE4SURE INC | ||||||||
| 1735 STATE ST | Harrisburg | PA | 17103 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CENTRAL PA YOUTH BALLET | ||||||||
| 5 NORTH ORANGE STREET | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CENTRAL PENN COLLEGE FDN | ||||||||
| 600 VALLEY ROAD | SUMMERDALE | PA | 17093 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| BIG BROTHERS BIG SISTERS OF | ||||||||
| 1519 N 3RD STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $30,000 | CAPTIAL REGION |
| TRINITY HIGH SCHOOL | ||||||||
| 3601 SIMPSON FERRY RD | CAMP HILL | PA | 17011 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| BRETHREN HOUSING ASSOCIATION | ||||||||
| 219 HUMMEL STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ELIZABETHTOWN COLLEGE | ||||||||
| 1 ALPHA DR | Elizabethtown | PA | 17022 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| YMCA GREATER HARRISBURG | ||||||||
| 1101 MARKET STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| WILDHEART MINISTRIES | ||||||||
| 333 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WHITAKER CENTER | ||||||||
| 222 MARKET STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VETERANS OUTREACH OF PA | ||||||||
| PO BOX 6127 | HARRISBURG | PA | 17112 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| UPMC | ||||||||
| 1500 HIGHLANDS DRIVE | LITITZ | PA | 17543 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UNITED WAY OF THE CAPITAL REGION | ||||||||
| 2235 MILLENNIUM WAY | ENOLA | PA | 17025 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TRI-CTY OPPORT INDUS CENTER INC | ||||||||
| 1369 BROADWAY STE 2 | New York | NY | 10018 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THEATRE HARRISBURG | ||||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RUTHERFORD FIRE COMPANY | ||||||||
| 6600 DERRY STREET | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| STATE STREET ACADEMY | ||||||||
| 1110 STATE STREET | BAY CITY | MI | 48706 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ST FRANCIS OF ASSISI | ||||||||
| 136 SAXER AVENUE | SPRINGFIELD | PA | 19064 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| PENN STATE HARRISBURG | ||||||||
| 777 WEST HARRISBURG PIKE | MIDDLETOWN | PA | 17057 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| NATIONAL CIVIL WAR MUSEUM | ||||||||
| 1 LINCOLN CIRCLE | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MIDWEST FOOD BANK PA | ||||||||
| 2700 COMMERCE DRIVE | MIDDLETOWN | PA | 17057 | NONE | PC | GENERAL SUPPORT | $98,000 | |
| MESSIAH UNIVERSITY | ||||||||
| ONE COLLEGE AVE | Mechanicsburg | PA | 17055 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PAXTONIA FIRE COMPANY | ||||||||
| 125 SOUTH JOHNSON STREET | HARRISBURG | PA | 17112 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| HOSPICE OF CENTRAL PA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HARRISBURG AREA RIVERBOAT SOCIETY | ||||||||
| 107 NORTH FRONT STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HAMILTON HEALTH CENTER | ||||||||
| 110 SOUTH 17TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| GIRL SCOUTS IN THE HEART OF PA | ||||||||
| 350 HALE AVE | Harrisburg | PA | 17104 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FOUNTAIN COMMUNITY OUTREACH | ||||||||
| 941 LONG STREET | FOUNTAIN HILL | PA | 18015 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DAUPHIN COUNTY LIBRARY SYSTEM | ||||||||
| 101 WALNUT STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| COMMUNITIES IN SCHOOLS OF PA | ||||||||
| 234 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ST JOAN OF ARC SCHOOL | ||||||||
| 101 EVANS ROAD | MARLTON | NJ | 08053 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ST MARGARET MARY SCHOOL | ||||||||
| 2826 HERR STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ROBERT JACKSON VETERANS CENTER | ||||||||
| 316 CARLISLE STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PEACE PROMISE | ||||||||
| 1120 RANGE ROAD | YORK | PA | 17406 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PAXTON PRESBYTERIAN CHURCH | ||||||||
| 3500 SHARON STREET | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GREENLIGHT OPERATION | ||||||||
| PO BOX 229 | LEMOYNE | PA | 17043 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COMMUNITY AID | ||||||||
| 2001 SPRINGWOOD ROAD | YORK | PA | 17403 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COLONIAL PARK FIRE COMPANY | ||||||||
| 433 SOUTH HOUCKS ROAD | HARRISBURG | PA | 17109 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| LINGLESTOWN FIRE COMPANY | ||||||||
| 5901 LINGLESTOWN ROAD | HARRISBURG | PA | 17112 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| PENBROOK FIRE COMPANY | ||||||||
| 134 SOUTH 28TH STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| PROGRESS FIRE COMPANY | ||||||||
| 3440 MAPLE STREET | HARRISBURG | PA | 17109 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| SUSQUEHANNA ART MUSEUM | ||||||||
| 1401 NORTH 3RD STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SUSQUEHANNA TOWNSHIP RESCUE FIRE CO | ||||||||
| 1900 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| SUSQUEHANNA TOWNSHIP SCHOOL DISTRICT | ||||||||
| 2579 INTERSTATE DRIVE | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SUSQUEHANNA TOWNSHIP SCHOOL DISTRICT | ||||||||
| 2579 INTERSTATE DRIVE | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $3,000 | BASEBALL BOOSTERS |
| SWATARA TOWNSHIP | ||||||||
| 599 EISENHOWER BLVD | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CENTRAL DAUPHIN SCHOOL DISTRICT | ||||||||
| 600 RUTHERFORD RD | Harrisburg | PA | 17109 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| BREAKING THE CHAINZ | ||||||||
| 2134 N 6TH ST | Harrisburg | PA | 17110 | NONE | PC | GENERAL SUPPORT | $80,000 | |
| COMMUNITY CHECK-UP CENTER | ||||||||
| 38C HALL MANOR | Harrisburg | PA | 17104 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| BISHOP MCDEVITT HIGH SCHOOL | ||||||||
| 1 CRUSADER WAY | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| HOME FOR THE FRIENDLESS | ||||||||
| 1901 N 5TH STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST CATHERINE LABOURE PARISH SCHOOL | ||||||||
| 4000 DERRY STREET | HARRISBUG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PAXTON MINISTRIES | ||||||||
| 2001 PAXTON STREET | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| PENN STATE COLLEGE OF MEDICINE | ||||||||
| 700 HMC CRESCENT ROAD | Hershey | PA | 17033 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| HARRISBURG UNIVERSITY | ||||||||
| 326 MARKET ST | Harrisburg | PA | 17101 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COVENANT COMMUNITY CORPORATION | ||||||||
| PO BOX 5541 | Harrisburg | PA | 17110 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| HARRISBURG CATHOLIC ELEMENTARY | ||||||||
| 555 S 25TH ST | Harrisburg | PA | 17104 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| MAKE-A-WISH | ||||||||
| 707 GRANT ST 37TH FL | Pittsburgh | PA | 15219 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| VICKIE'S ANGEL FOUNDATION | ||||||||
| 511 BRIDGE ST | New Cumberland | PA | 17070 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ALLISON HILL COMMUNITY MINISTRY | ||||||||
| 1508 DERRY ST | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,356,000 | 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 | $1,970,921 | 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 | $3,886,265 | 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 | $5,857,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,857,186 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LEROY ZIMMERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 CUSTER TERRACE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 31428Q713 FEDERATED HERMES ULT | $2,286,791 | $2,326,095 |
| 921937835 VANGUARD TOTAL BOND | $5,041,142 | $5,077,128 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287309 ISHARES S&P 500 GROW | $935,024 | $1,907,079 |
| 464287408 ISHARES S&P 500 VALU | $1,143,583 | $1,928,353 |
| 464287622 ISHARES RUSSELL 1000 | $8,774,362 | $15,125,067 |
| 464289438 ISHARES RUSSELL TOP | $588,495 | $1,903,409 |
| 46432F842 ISHARES CORE MSCI EA | $3,381,100 | $4,431,580 |
| 46434G103 ISHARES CORE MSCI EM | $1,333,390 | $1,723,655 |
| 922040100 VANGUARD INSTITUTION | $6,895,739 | $15,010,675 |
| 922908678 VANGUARD VALUE INDEX | $828,734 | $1,938,606 |
| 464287655 ISHARES RUSSELL 2000 | $2,320,175 | $3,070,600 |
| 46434V647 ISHARES GLOBAL REIT | $1,113,756 | $1,157,056 |
| 921939708 VANGUARD COMMODITY S | $999,161 | $1,013,398 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $2,300 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ND5515694 SUSAN A HATFIELD PRO | $8,944,805 | $0 | $0 |
| ND5515702 EPD LP PROMISSORY NO | $429,535 | $0 | $0 |
| ND5515710 BLUE MOUNTAIN NORTH | $110,531 | $0 | $0 |
| ND5515728 BLUE MOUNTAIN SW PRO | $76,181 | $0 | $0 |
| ND5515736 BONNYMEADS EPD PROM | $6,133,401 | $0 | $0 |
| ND5515744 BONNYMEADS RTR PROM | $742,052 | $0 | $0 |
| ND5515751 OAKHURST EAST LP PRO | $128,927 | $0 | $0 |
| ND5515769 SPORTSMANS LP PROM N | $310,326 | $0 | $0 |
| ND5515777 UD INNS LP PROM NT 4 | $2,603,193 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTIONS POSTED IN 2026 | Desc |
| Amt | $19,672 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHARITABLE MISC EXPENSE | Desc |
| Revenue And Expenses Per Books | $7,032 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,032 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $25,564 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (9 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|---|
| ND5515694 SUSAN A HATFIELD PROM 4 0 | |||||||
| NONE | $12,191,286 | $8,509,519 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515702 EPD LP PROMISSORY NOTE 4 | |||||||
| NONE | $619,233 | $408,591 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515710 BLUE MOUNTAIN NORTH PRM 4 | |||||||
| NONE | $133,348 | $105,152 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515728 BLUE MOUNTAIN SW PROM 4 0 | |||||||
| NONE | $90,878 | $72,515 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515736 BONNYMEADS EPD PROM NT 4 | |||||||
| NONE | $7,399,522 | $5,834,927 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515744 BONNYMEADS RTR PROM NT 4 | |||||||
| NONE | $895,234 | $705,940 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515751 OAKHURST EAST LP PROM 4 0 | |||||||
| NONE | $155,541 | $122,653 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515769 SPORTSMANS LP PROM NT 4 0 | |||||||
| NONE | $374,386 | $295,224 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
| ND5515777 UD INNS LP PROM NT 4 00 | |||||||
| NONE | $3,140,571 | $2,476,512 | 2014-12 | 2040-01 | INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL | 0.04000 | ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEROY ZIMMERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 CUSTER TERRACE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $21,626 | $0 | $0 |
| ESTIMATED TAX PAYMENTS | $59,108 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $10,401 | $10,401 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3,598 | $3,598 | $0 |