JOSEPH T AND HELEN M SIMPSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH T AND HELEN M SIMPSON FOUNDATION (EIN 23-6242538)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349103952
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T14:01:14-04:00 | 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 | 236242538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH T AND HELEN M SIMPSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | 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 | 2026-04-27 | 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 | 2026-04-27 | 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 | $6,073,886 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,378 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,378 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $698,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,525,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $698,085 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $807,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $806,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,816 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,816 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,885 | 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 | $136,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $136,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $480,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $426,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $326,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $759,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $121,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $433,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $433,345 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,108,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,121,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,640,541 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,229,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,555,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,073,886 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,229,700 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,555,312 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,229,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,555,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,229,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,555,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,229,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $326,893 | ExcessRevenueOverExpensesAmt |
| Other Increases | $756 | OtherIncreasesAmt |
| Subtotal | $3,557,349 | SubtotalAmt |
| Other Decreases | $2,037 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,555,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (134 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 53. ABBOTT LABS COM | 2023-12-14 | 2025-11-06 | $6,601 | $5,693 | $908 | $908 | |
| 27. ABBVIE INC | 2025-08-08 | 2025-11-06 | $5,895 | $5,352 | $543 | $543 | |
| 24. AIR PRODUCTS & CHEMICALS INC | 2018-08-20 | 2025-11-06 | $6,266 | $4,022 | $2,244 | $2,244 | |
| 560. ALPHABET INC CL C | 2011-02-16 | 2025-03-18 | $89,417 | $8,713 | $80,704 | $80,704 | |
| 105. ALPHABET INC CL C | 2024-04-26 | 2025-11-06 | $30,024 | $18,168 | $11,856 | $11,856 | |
| 560. ALPHABET INC CL A | 2011-02-16 | 2025-03-18 | $88,290 | $8,715 | $79,575 | $79,575 | |
| 39. AMERN ELEC PWR CO INC COM | 2018-08-20 | 2025-11-06 | $4,669 | $2,820 | $1,849 | $1,849 | |
| 26. AMERICAN TOWER CORP CL A | 2015-01-26 | 2025-11-06 | $4,641 | $2,663 | $1,978 | $1,978 | |
| 15. AMGEN INC COM | 2025-04-23 | 2025-08-08 | $4,301 | $4,240 | $61 | $61 | |
| 98. AMGEN INC COM | 2003-11-25 | 2025-08-08 | $28,101 | $5,821 | $22,280 | $22,280 | |
| 41. ANALOG DEVICES INC COM | 2015-01-26 | 2025-11-06 | $9,586 | $2,206 | $7,380 | $7,380 | |
| 151. APPLE COMPUTER INC COM | 2006-11-27 | 2025-11-06 | $40,944 | $494 | $40,450 | $40,450 | |
| 8. BLACKROCK INC | 2018-08-20 | 2025-11-06 | $8,549 | $3,802 | $4,747 | $4,747 | |
| 75. BROADCOM INC | 2018-08-20 | 2025-06-27 | $20,246 | $1,551 | $18,695 | $18,695 | |
| 39. BROADCOM INC | 2018-08-20 | 2025-09-29 | $13,150 | $806 | $12,344 | $12,344 | |
| 90. BROADCOM INC | 2018-08-20 | 2025-11-06 | $32,044 | $1,861 | $30,183 | $30,183 | |
| 17. CME GROUP INC | 2018-08-20 | 2025-11-06 | $4,621 | $2,888 | $1,733 | $1,733 | |
| 39. CMS ENERGY CORP COM | 2018-08-20 | 2025-11-06 | $2,834 | $1,840 | $994 | $994 | |
| 21. CHEVRONTEXACO CORP | 2003-10-03 | 2025-11-06 | $3,225 | $771 | $2,454 | $2,454 | |
| 107. CISCO SYS INC COM | 2003-01-02 | 2025-11-06 | $7,612 | $1,433 | $6,179 | $6,179 | |
| 11. COSTCO WHOLESALE CORP COM | 2018-08-20 | 2025-11-06 | $10,130 | $2,505 | $7,625 | $7,625 | |
| 27. DANAHER CORP COM | 2015-01-26 | 2025-11-06 | $5,699 | $1,508 | $4,191 | $4,191 | |
| 11. DEERE & CO COM | 2023-07-14 | 2025-11-06 | $5,244 | $4,571 | $673 | $673 | |
| 16. WALT DISNEY CO COM | 2018-09-26 | 2025-11-06 | $1,763 | $1,855 | -$92 | -$92 | |
| 57. EOG RESOURCES INC COM | 2006-07-27 | 2025-11-06 | $6,006 | $2,057 | $3,949 | $3,949 | |
| 20. EXPEDIA GROUP INC. | 2018-08-20 | 2025-11-06 | $4,434 | $2,630 | $1,804 | $1,804 | |
| 23. META PLATFORMS INC-A | 2024-02-02 | 2025-11-06 | $14,256 | $10,925 | $3,331 | $3,331 | |
| 22. FEDEX CORP COM | 2015-01-26 | 2025-11-06 | $5,727 | $3,876 | $1,851 | $1,851 | |
| 3533.547 HARBOR LG-CAP VALUE FD CL RET | 2024-09-27 | 2025-03-18 | $76,325 | $82,331 | -$6,006 | -$6,006 | |
| 13255.261 HARBOR LG-CAP VALUE FD CL RET | 2021-04-05 | 2025-03-18 | $286,314 | $296,043 | -$9,729 | -$9,729 | |
| 26. HONEYWELL INTL INC COM | 2023-12-14 | 2025-11-06 | $5,089 | $4,968 | $121 | $121 | |
| 5. INTUIT INC COM | 2022-03-28 | 2025-11-06 | $3,286 | $2,321 | $965 | $965 | |
| 207. INTUITIVE SURGICAL INC | 2009-02-18 | 2025-03-18 | $99,821 | $2,476 | $97,345 | $97,345 | |
| 239. ISHARES RUSSELL 2000 GROWTH ETF | 2018-08-21 | 2025-03-18 | $62,634 | $55,085 | $7,549 | $7,549 | |
| 63. J P MORGAN CHASE & CO COM | 2015-01-26 | 2025-11-06 | $19,784 | $3,577 | $16,207 | $16,207 | |
| 14. ELI LILLY & CO COM | 2024-02-02 | 2025-11-06 | $13,130 | $9,935 | $3,195 | $3,195 | |
| 8. LOCKHEED MARTIN CORPORATION COM | 2015-01-26 | 2025-11-06 | $3,760 | $1,559 | $2,201 | $2,201 | |
| 28. LOWES COS INC COM | 2013-10-25 | 2025-11-06 | $6,481 | $1,406 | $5,075 | $5,075 | |
| 27. MASTERCARD INC CL A | 2018-08-20 | 2025-11-06 | $14,935 | $5,506 | $9,429 | $9,429 | |
| 183. MERCK & CO INC | 2015-01-26 | 2025-04-23 | $14,448 | $10,580 | $3,868 | $3,868 | |
| 40. METLIFE INC | 2015-01-26 | 2025-11-06 | $3,046 | $1,737 | $1,309 | $1,309 | |
| 71. MICROSOFT CORP COM | 2018-08-20 | 2025-11-06 | $35,327 | $7,576 | $27,751 | $27,751 | |
| 57. MORGAN ST DEAN WITTER DISCOV | 2019-11-08 | 2025-11-06 | $9,342 | $2,784 | $6,558 | $6,558 | |
| 32. NIKE INC CL B | 2023-12-14 | 2025-11-06 | $1,984 | $3,878 | -$1,894 | -$1,894 | |
| 27. ORACLE CORPORATION COM | 2015-01-26 | 2025-11-06 | $6,588 | $1,185 | $5,403 | $5,403 | |
| 30. PEPSICO INC COM | 1996-06-25 | 2025-11-06 | $4,242 | $1,259 | $2,983 | $2,983 | |
| 27. PHILIP MORRIS INTL INC | 2005-11-17 | 2025-11-06 | $4,034 | $1,034 | $3,000 | $3,000 | |
| 28. PROCTER & GAMBLE CO COM | 2018-08-20 | 2025-11-06 | $4,078 | $2,339 | $1,739 | $1,739 | |
| 32. QUALCOMM INC COM | 2006-09-13 | 2025-11-06 | $5,558 | $1,114 | $4,444 | $4,444 | |
| 9. SALESFORCE INC | 2024-04-26 | 2025-11-06 | $2,159 | $2,482 | -$323 | -$323 | |
| 17. SHERWIN WILLIAMS CO COM | 2018-08-20 | 2025-11-06 | $5,697 | $2,506 | $3,191 | $3,191 | |
| 32. SOLSTICE ADVANCED MATERIALS INC | 2023-09-14 | 2025-11-04 | $1,398 | $1,479 | -$81 | -$81 | |
| 38. STARBUCKS CORP COM | 2020-03-25 | 2025-11-06 | $3,126 | $2,877 | $249 | $249 | |
| 63. TJX COMPANIES COM | 2018-08-20 | 2025-11-06 | $9,036 | $3,181 | $5,855 | $5,855 | |
| 23. TAIWAN SEMICONDUCTOR MFG CO LTD | 2025-09-29 | 2025-11-06 | $6,659 | $6,435 | $224 | $224 | |
| 70. U S BANCORP DEL COM NEW | 2018-08-20 | 2025-11-06 | $3,284 | $3,744 | -$460 | -$460 | |
| 27. UNION PAC CORP COM COM | 2015-01-26 | 2025-11-06 | $5,884 | $3,277 | $2,607 | $2,607 | |
| 17. UNITEDHEALTH GROUP INC COM | 2018-08-20 | 2025-11-06 | $5,488 | $4,464 | $1,024 | $1,024 | |
| 38. VALERO ENERGY CORP COM | 2020-09-10 | 2025-11-06 | $6,730 | $1,807 | $4,923 | $4,923 | |
| 578.128 VANGUARD S/C VALUE INDEX-ADM | 2018-08-21 | 2025-03-18 | $46,892 | $40,064 | $6,828 | $6,828 | |
| 320. VANGUARD GLBL EX-US REAL EST | 2018-08-21 | 2025-03-18 | $13,109 | $18,406 | -$5,297 | -$5,297 | |
| 1738. VANGUARD FTSE EMERGING MARKETS ETF | 2018-01-31 | 2025-03-18 | $80,802 | $90,228 | -$9,426 | -$9,426 | |
| 131. VANGUARD INFORMATION TECHNOLOGY ETF | 2018-08-21 | 2025-11-06 | $100,156 | $25,512 | $74,644 | $74,644 | |
| 33. XYLEM INC-W/I | 2020-09-03 | 2025-11-06 | $4,967 | $2,737 | $2,230 | $2,230 | |
| 25. ZOETIS INC | 2018-08-20 | 2025-11-06 | $2,993 | $2,304 | $689 | $689 | |
| 9. ACCENTURE PLC- CL A | 2018-08-20 | 2025-11-06 | $2,184 | $1,487 | $697 | $697 | |
| 25. TRANE TECHNOLOGIES PLC | 2018-08-20 | 2025-11-06 | $10,905 | $1,930 | $8,975 | $8,975 | |
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P | |||||
| CAPITAL GAIN DIVIDENDS | $69,534 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $698,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,024 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,024 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,540 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & T TRUST COMPANY | 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 TRUST COMPANY | ||||||
| PO BOX 1504 | BUFFALO | NY | 14240 | TRUSTEE | 1 | $31,816 |
| HUGH J T SIMPSON | ||||||
| 165 CHESTNUT GROVE ROAD STE C3 | DILLSBURG | PA | 17019 | EXECUTIVE DIRECTOR | 1 | $12,000 |
| 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 | $5,637,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,808,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,808,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,721,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,564 | TotalTaxAmt |
| Distributable Before Adj | $275,517 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $275,517 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $275,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $426,379 | 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 | $426,379 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $4,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,458 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $426,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $275,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,862 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $158,320 | 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 | $158,320 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $4,314 | ExcessFromYear2Amt |
| Excess From Year1 | $3,144 | ExcessFromYear1Amt |
| Excess From Current Year | $150,862 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 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 |
|---|---|---|---|---|---|---|---|---|
| MCDANIEL COLLEGE | ||||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| OPEN STAGE OF HARRISBURG | ||||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $750 | |
| WXPN | ||||||||
| 3025 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $500 | |
| HARRISBURG SHAKESPEARE FESTIVAL | ||||||||
| 15 NORTH 4TH STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $500 | |
| HISTORICAL SOCIETY OF DAUPHIN COUNTY | ||||||||
| 219 S FRONT STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $500 | |
| MECHANICSBURG AREA | ||||||||
| PO BOX 1093 | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $2,000 | MEALS ON WHEELS INC |
| UCP CENTRAL PA | ||||||||
| 55 UTLEY DRIVE | CAMP HILL | PA | 17011 | NONE | PC | GENERAL SUPPORT | $1,400 | |
| WETA | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL SUPPORT | $550 | |
| CENTRAL PA FOOD BANK | ||||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CAPITAL AREA SCHOOL FOR THE ARTS | ||||||||
| 150 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COMMONWEALTH FOUNDATION | ||||||||
| 225 STATE STREET SUITE 302 | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| STATE STREET ACADEMY OF MUSIC | ||||||||
| 110 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $500 | |
| CUMBERLAND COUNTY HISTORICAL | ||||||||
| 21 N PITT STREET | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $5,800 | SOCIETY |
| RONALD MCDONALD HOUSE OF CENTRAL PA | ||||||||
| 745 W GOVERNOR ROAD | HERSHEY | PA | 17033 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| HOMELAND CENTER | ||||||||
| 1901 N FIFTH STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $4,500 | |
| WRTI-FM | ||||||||
| 1509 CECIL B MOORE AVE 3RD FL | PHILADELPHIA | PA | 19121 | NONE | PC | GENERAL SUPPORT | $500 | |
| HEALTH MINISTRIES OF CHRIST | ||||||||
| 124 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $22,000 | LUTHERAN CHURCH |
| CAPITAL REGION LITERACY COUNCIL | ||||||||
| PO BOX 60723 | HARRISBURG | PA | 171060723 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FUND FOR JOHNS HOPKINS MEDICINE | ||||||||
| 750 E PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | NONE | PC | GENERAL SUPPORT | $1,000 | ATTN KIMMEL CANCER CENTER (DR HANN) |
| HOSPICE OF CENTRAL PENNSYLVANIA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| HUMANE SOCIETY OF HARRISBURG | ||||||||
| 7790 GRAYSON ROAD | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $500 | |
| SALVATION ARMY | ||||||||
| 506 S 29TH STREET | HARRISBURG | PA | 171042105 | NONE | PC | GENERAL SUPPORT | $4,500 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SUSQUEHANNA ART MUSEUM | ||||||||
| 1401 N THIRD STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| THEATRE HARRISBURG | ||||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 171101489 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| HUMMELSTOWN HISTORICAL SOCIETY | ||||||||
| 32 WEST MAIN STREET | HUMMELSTOWN | PA | 17036 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HARRISBURG SYMPHONY ASSOCIATION | ||||||||
| 800 CORPORATE CIRCLE | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| HARVARD SQUARE COLLEGE FINANCIAL ADV | ||||||||
| 5490 SMITH DRIVE | MECHANICSBURG | PA | 17050 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SKI ROUNDTOP RACING CLUB | ||||||||
| 1211 BROOKWAY DRIVE | YORK | PA | 17403 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $300 | |
| GIRL SCOUTS OF CONNECTICUT | ||||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PC | GENERAL SUPPORT | $1,000 | CAMPERSHIP FUND |
| THE CHRISTIAN SCHOOL OF GRACE | ||||||||
| 777 W NORTH STREET | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $1,000 | BAPTIST CHURCH |
| NEW HOPE MINISTRIES | ||||||||
| 99 W CHURCH STREET | DILLSBURG | PA | 17019 | NONE | PC | GENERAL SUPPORT | $13,333 | |
| WITF TV | ||||||||
| 4801 LINDLE ROAD | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| THREE STAR FOUNDATION | ||||||||
| 6003 JONESTON ROAD | HARRISBURG | PA | 17112 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CAPITAL AREA DREAM CENTER | ||||||||
| PO BOX 5537 | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LEADING INMATES IN FAITH & EDUCATION | ||||||||
| 4 WEST STREET OFFICE A | NEWVILLE | PA | 17241 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DOWNTOWN DAILY BREAD | ||||||||
| 310 N THIRD STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CAPITAL AREA THERAPEUTIC RIDING ASOC | ||||||||
| 168 STATION ROAD | GRANTVILLE | PA | 17028 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GOODWILL KEYSTONE AREA | ||||||||
| 1150 GOODWILL DRIVE | HARRISBURG | PA | 171012432 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| AMERICAN RED CROSS OF THE | ||||||||
| 1804 N SIXTH STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $1,500 | SUSQUEHANNA VALLEY |
| JOSEPH T SIMPSON PUBLIC LIBRARY | ||||||||
| 16 N WALNUT STREET | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| NATIVITY SCHOOL OF HARRISBURG | ||||||||
| 2101 NORTH 5TH STREET | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CAMP HEBRON | ||||||||
| 957 CAMP HEBRON ROAD | HALIFAX | PA | 17032 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| BOYS & GIRLS CLUB OF CENTRAL PA | ||||||||
| 1227 BERRYHILL STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| GREENLIGHT OPERATION | ||||||||
| 2645 LISBURN ROAD | CAMP HILL | PA | 17011 | NONE | PC | GENERAL SUPPORT | $13,000 | |
| ELIM BIBLE INSTITUTE & COLLEGE | ||||||||
| 7245 COLLEGE STREET | LIMA | NY | 14485 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| DAUPHIN COUNTY LIBRARY SYSTEM | ||||||||
| 101 WALNUT STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $500 | |
| JOSHUA GROUP | ||||||||
| 1442 MARKET STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $500 | |
| MENTAL HEALTH ASSOCIATION | ||||||||
| PO BOX 6723 | HARRISBURG | PA | 17112 | NONE | PC | GENERAL SUPPORT | $500 | |
| PA DREAM HOUSE | ||||||||
| 1323 STATE STREET | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $6,500 | |
| WILDHEART MINISTRIES | ||||||||
| 333 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| TUNNEL TO TOWER FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RENAISSANCE MECHANICSBURG | ||||||||
| PO BOX 724 | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $2,500 | (DOWNTOWN MECHANICSBURG PARTNERSHIP) |
| GIRL SCOUTS IN THE HEART OF PA | ||||||||
| 350 HALE AVENUE | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $500 | |
| FOUNDATION FOR ENHANCING COMMUNITIES | ||||||||
| PO BOX 678 | HARRISBURG | PA | 17108 | NONE | PC | GENERAL SUPPORT | $21,500 | JTS SCHOLARSHIP |
| BETHESDA MISSION | ||||||||
| 611 REILY STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CHRISTIAN SERVICES COUNSELING CENTER | ||||||||
| 701 WALNUT BOTTOM ROAD | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CENTRAL PA YOUTH BALLET | ||||||||
| 5 NORTH ORANGE STREET | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CENTER FOR CHAMPIONS | ||||||||
| PO BOX 4231 | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| 112 ST LABRE CAMPUS DRIVE | ASHLAND | MT | 59003 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MESSIAH COLLEGE | ||||||||
| ONE COLLEGE AVENUE | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 1249 COCOA AVENUE 115 | HERSHEY | PA | 17033 | NONE | PC | GENERAL SUPPORT | $1,000 | PENN STATE MS HERSHEY |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 THIRD AVENUE | NEW YORK | NY | 101644557 | NONE | PC | GENERAL SUPPORT | $800 | |
| MARKET SQUARE CHURCH | ||||||||
| 20 S SECOND STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PINNACLE HEALTH AUXILIARY | ||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | NONE | PC | GENERAL SUPPORT | $500 | |
| WEDNESDAY CLUB SCHOLARSHIP FUND | ||||||||
| PO BOX 524 | CAMP HILL | PA | 17001 | NONE | PC | GENERAL SUPPORT | $500 | |
| YMCA HARRISBURG AREA | ||||||||
| 805 N FRONT STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $9,000 | |
| YMCA WEST SHORE | ||||||||
| 410 FALLOWFIELD ROAD | CAMP HILL | PA | 17011 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| EVERSTAND | ||||||||
| 5120 SIMPSON FERRY ROAD | MECHANICSBURG | PA | 17050 | NONE | PC | GENERAL SUPPORT | $750 | |
| HISTORIC HARRISBURG | ||||||||
| 1230 N 3RD ST | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $5,000 | ASSOCIATION |
| THE LINK 4 YOUTH | ||||||||
| 1120 DREXEL HILLS BLVD | NEW CUMBERLAND | PA | 17070 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| THE CRACKED POT | ||||||||
| 130 GETTYSBURG PIKE A | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $2,500 | COFFEE SHOP |
| VETERANS OUTREACH OF PA | ||||||||
| 6471 CARLISLE PIKE | MECHANICSBURG | PA | 17050 | NONE | PC | GENERAL SUPPORT | $10,000 | COMPANY |
| HARRISBURG AGO | ||||||||
| 1102 BALLYSHANNON DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HOPE INTERNATIONAL INC | ||||||||
| 227 GRANITE RUN DRIVE | LANCASTER | PA | 17601 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COMMUNITY CHECKUP CENTER | ||||||||
| 38 HALL MANOR PLACE | HARRISBURG | PA | 17104 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MARKET SQUARE CONCERTS | ||||||||
| PO BOX 1292 | HARRISBURG | PA | 17108 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| HARRISBURG CHORAL SOCIETY | ||||||||
| PO BOX 0215 | CAMP HILL | PA | 170010215 | NONE | PC | GENERAL SUPPORT | $300 | |
| HARRISBURG AREA RIVERBOAT SOC INC | ||||||||
| PO BOX 910 | HARRISBURG | PA | 17108 | NONE | PC | GENERAL SUPPORT | $500 | |
| WORLD SURGICAL FOUNDATION INC | ||||||||
| PO BOX 1006 | CAMP HILL | PA | 17001 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UPMC PINNACLE FOUNDATION | ||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| SUSQUEHANNA CHORALE | ||||||||
| PO BOX 324 | HERSHEY | PA | 17033 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SONSHINE MINISTRIES | ||||||||
| PO BOX 902 | HARRISBURG | PA | 17103 | NONE | PC | GENERAL SUPPORT | $5,500 | |
| UNITED WAY OF THE CAPITAL REGION (MA | ||||||||
| 2235 MILLENIUM WAY | ENOLA | PA | 17025 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| RADIANT HOPE INC | ||||||||
| 48 CENTRAL BLVD | CAMP HILL | PA | 17011 | NONE | PC | GENERAL SUPPORT | $500 | |
| CUMBERLAND PERRY ASSOCIATION | ||||||||
| 262 SILVER SPRINGS ROAD | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $1,000 | FOR RETARDED CITIZENS (CIT) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,983 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,378 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,657 | 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 | $698,085 | 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 | $807,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $807,120 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO INC | $6,002 | $20,523 |
| CHEVRON CORP | $3,672 | $15,241 |
| CISCO SYSTEMS INC | $6,642 | $38,207 |
| EOG RESOURCES | $7,927 | $25,412 |
| APPLE COMPUTER INC | $2,282 | $189,758 |
| QUALCOMM INC | $6,055 | $29,763 |
| PHILIP MORRIS INTERNATIONAL | $4,099 | $17,163 |
| VANGUARD SM CAP VALUE INDEX-AD | $95,396 | $215,920 |
| LOWES COMPANIES | $6,880 | $33,039 |
| DANAHER CORP COM | $7,037 | $28,844 |
| FEDEX CORP COM | $16,636 | $27,731 |
| LOCKHEED MARTIN CORPORATION CO | $7,795 | $19,347 |
| UNION PACIFIC CORP COM | $14,442 | $27,527 |
| AMERICAN TOWER CORP | $11,456 | $20,015 |
| JP MORGAN CHASE & CO | $15,953 | $90,544 |
| METLIFE INC | $8,252 | $14,999 |
| U S BANCORP DEL COM NEW | $12,587 | $14,834 |
| ALPHABET INC CL C | $85,798 | $154,076 |
| T ROWE PRICE LARGE CAP GROWTH | $107,200 | $246,775 |
| VANGUARD INSTITUTIONAL INDEX F | $136,513 | $386,185 |
| ISHARES RUSSELL 2000 GROWTH | $129,600 | $236,120 |
| VANGUARD REAL ESTATE ETF | $35,231 | $46,015 |
| ORACLE CORPORATION COM | $7,416 | $32,940 |
| WALT DISNEY | $9,389 | $9,215 |
| EXPEDIA GROUP | $11,179 | $24,081 |
| SHERWIN WILLIAMS | $12,974 | $28,515 |
| TJX COMPANIES | $13,986 | $42,550 |
| COSTCO | $12,525 | $47,429 |
| PROCTER & GAMBLE | $9,606 | $16,481 |
| VALERO ENERGY | $6,468 | $22,139 |
| BLACKROCK INC | $19,009 | $42,814 |
| CME GROUP | $12,742 | $20,481 |
| VANGUARD FINANCIALS ETF | $67,297 | $124,680 |
| UNITEDHEALTH GROUP | $20,481 | $25,749 |
| VANGUARD HEALTH CARE ETF | $48,623 | $80,598 |
| ZOETIS | $11,152 | $15,224 |
| BROADCOM | $9,428 | $157,822 |
| MASTERCARD | $23,043 | $64,509 |
| MICROSOFT | $47,827 | $177,972 |
| AIR PRODUCTS & CHEMICALS | $11,395 | $16,797 |
| AMERICAN ELECTRIC POWER | $11,496 | $18,334 |
| CMS ENERGY CORP | $7,548 | $11,189 |
| ACCENTURE PLC-CL A | $9,087 | $14,757 |
| VANGUARD FTSE DEV MKT | $107,058 | $145,867 |
| WCM FOCUSED INTL GROWTH | $252,062 | $357,738 |
| VANGUARD FTSE EMERGIN MKT | $76,967 | $93,112 |
| VANGUARD INFORMATION TECHNOLOG | $29,017 | $112,313 |
| MORGAN STANLEY GROUP | $13,140 | $47,756 |
| NIKE | $11,323 | $9,684 |
| STARBUCKS | $11,467 | $14,231 |
| XYLEM INC-W/I | $11,030 | $18,112 |
| TRANE TECH | $8,647 | $43,590 |
| ANALOG DEVICES | $10,870 | $54,782 |
| ISHARES RUSSELL 1000 VALUE ET | $434,889 | $573,177 |
| INTUIT INC COM | $11,603 | $16,561 |
| ISHARES RUSSELL 1000 GROWTH ET | $100,295 | $141,990 |
| WILMINGTON REAL ASSET FUND-I | $30,000 | $30,062 |
| WILMINGTON INTERNATIONAL FUND | $107,352 | $118,154 |
| BALLIE GIFFORD EMERG MKTS CL K | $151,309 | $193,270 |
| COLUMBIA OVERSEARS VALUE-I3 | $330,102 | $382,792 |
| PZENA EMERG MKTS VALUE FD CL 1 | $79,570 | $93,344 |
| ABBOTT LABORATORIES | $23,533 | $30,195 |
| DEERE & CO COMMON | $20,616 | $23,279 |
| HONEYWELL INTL INC COM | $23,145 | $24,386 |
| ELI LILLY & CO | $42,814 | $66,630 |
| TAIWAN SEMICONDUCTOR SPON ADR | $32,683 | $41,329 |
| SALESFORCE INC | $16,550 | $15,895 |
| META PLATFORMS INC-A | $53,201 | $73,930 |
| ABBVIE INC | $22,598 | $26,048 |
| OTHER INVESTMENTS |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $1,603 |
| COST BASIS ADJUSTMENT | $434 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $134,551 | $0 | $134,551 |
| MEMBERSHIP RENEWAL FEES | $850 | $0 | $850 |
| LIABILITY INSURANCE FEES | $995 | $0 | $995 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $756 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $17 | $17 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,123 | $0 | $0 |
| ESTIMATED TAX PAYMENTS | $4,024 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,912 | $1,912 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $956 | $956 | $0 |