THE STEINMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINMAN FOUNDATION (EIN 23-6266377)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-13
- IRS object ID
- 202242569349100419
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-13T13:08:05-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236266377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEINMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 7172918793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1328 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176080128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE D ZIMMERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7172918793 | PhoneNum |
| Signature | 2022-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHANE | PersonFirstNm |
| Person Last | ZIMMERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2154414600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $138,213,015 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40,090 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,092,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,092,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,842,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,380,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,842,320 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,975,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,935,307 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,151 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,151 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,900 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $950,753 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $431,156 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $519,597 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,442 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,073 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,073 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $299,178 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $299,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,438,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $431,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $938,899 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,670,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,670,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,108,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $431,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,609,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,866,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,504,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219,053 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $6,897,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,174,901 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,174,901 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $60,540,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,222,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,014,789 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,661,113 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,675,353 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,364,068 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $547,048 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,791 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $508,516 | LandBOYAmt |
| Land EOY | $509,257 | LandEOYAmt |
| Land EOYFMV | $509,257 | LandEOYFMVAmt |
| Other Assets BOY | $6,197 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,982,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,731,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,213,015 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $170,765 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $52,890 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $170,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,890 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $88,987,276 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,987,276 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$5,175,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,691,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,812,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,678,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,982,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,731,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,812,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,866,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $90,678,690 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,678,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB (2310) | P | 2021-01-01 | 2021-12-31 | $8,936,568 | $8,822,671 | $113,897 | $113,897 |
| CHARLES SCHWAB (3814) | P | 2021-01-01 | 2021-12-31 | $19,580,089 | $9,408,570 | $10,171,519 | $10,171,519 |
| CHARLES SCHWAB (4686) | P | 2021-01-01 | 2021-12-31 | $2,478,865 | $1,909,263 | $569,602 | $569,602 |
| CHARLES SCHWAB (1139) | P | 2021-01-01 | 2021-12-31 | $3,384,555 | $3,397,253 | -$12,698 | -$12,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,842,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $173,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $173,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $173,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $130,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $226,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,192 | OverpaymentAmt |
| Applied To ES Tax | $52,192 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STEINMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ITS OFFICERS | IndividualWithBooksNm |
| Phone | 7172918607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N QUEEN STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MS BEVERLY R STEINMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CHAIRMAN EMERITUS | 0.10 | $0 | $0 | $0 |
| MS PAMELA M THYE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CO-CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MR ROBERT M KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CO-CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MR SHANE D ZIMMERMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | PRESIDENT & TREASURER | 0.10 | $0 | $0 | $0 |
| MS LAUREN V FRICK | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | SECRETARY | 0.10 | $0 | $0 | $0 |
| MS HALE A KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MS CAROLINE N HILL | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MR DALE L PRINCE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $24,000 | $0 | $0 |
| MS G ANNE ORBAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISAWAY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N QUEEN STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $473,052 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $123,071,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,791,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,862,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,862,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,977,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,884,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,494,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,494,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $173,808 | TotalTaxAmt |
| Distributable Before Adj | $6,320,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,320,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,320,438 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,609,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,609,086 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,320,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $18,717 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,609,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,609,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $21,277 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $21,277 | 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 | $690,075 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAUREN V FRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1328 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7172918710 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION FORMS FURNISHED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 OF SENIOR YEAR OF STUDENT APPLICANT | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS RESTRICTED TO EMPLOYEES' CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A FIDLER CO SHIPPENSBURG UNIVERSITY | |||||||||||
| 1871 OLD MAIN DRIVE | SHIPPENSBURG | PA | 17257 | NONE | NC | SCHOLARSHIP | $11,250 | ||||
| ALL STAR CODE | |||||||||||
| 276 5TH AVENUE SUITE 704 734 | NEW YORK | NY | 10001 | NONE | PC | GRANT | $75,000 | ||||
| ARBOR PLACE INC | |||||||||||
| 4076 KOTHLOW AVE | MENOMONIE | WI | 54751 | NONE | PC | GRANT | $2,000 | ||||
| ASSETS | |||||||||||
| 100 S QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | GRANT | $30,000 | ||||
| ASSIST | |||||||||||
| PO BOX 969 68 BRIDGE STREET | SUFFIELD | CT | 06078 | NONE | PC | GRANT | $10,000 | ||||
| BELLXCEL | |||||||||||
| ONE UNIVERSITY AVENUE SUITE 201A | WESTWOOD | MA | 02090 | NONE | PC | GRANT - STEM | $56,130 | ||||
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | NONE | PC | GRANT - OPERATIONS AND SUMMER CAMP | $289,781 | ||||
| BRIGHT SIDE OPPORTUNITIES CORP | |||||||||||
| 515 HERSHEY AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $38,120 | ||||
| C FISHER CO LANCASTER BIBLE COLLEGE | |||||||||||
| 901 EDEN RD | LANCASTER | PA | 17601 | NONE | PC | FELLOWSHIPFELLOWSHIP | $4,000 | ||||
| C YARBEROUGH CO GROVE CITY COLLEGE | |||||||||||
| 100 CAMPUS DRIVE | GROVE CITY | PA | 16127 | NONE | NC | SCHOLARSHIP | $7,500 | ||||
| CASA | |||||||||||
| 53 NORTH DUKE STREET STE 218 | LANCASTER | PA | 17602 | NONE | PC | GRANT | $25,000 | ||||
| CHURCH WORLD SERVICES INC | |||||||||||
| 308 E KING ST 1 | LANCASTER | PA | 17602 | NONE | PC | GRANT | $6,001 | ||||
| COCALICO SCHOOL DISTRICT | |||||||||||
| 800 SOUTH 4TH STREET | DENVER | PA | 17517 | NONE | PC | GRANT | $10,400 | ||||
| COLUMBIA BOROUGH SCHOOL DISTRICT | |||||||||||
| 200 N FIFITH STREET | COLUMBIA | PA | 17512 | NONE | PC | GRANT - STEM | $5,000 | ||||
| COMMUNITIES IN SCHOOLS OF PA | |||||||||||
| 234 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | GRANT | $30,000 | ||||
| D JENSEN CO WIDENER UNIVERSITY | |||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | NONE | NC | SCHOLARSHIP | $8,000 | ||||
| D PHILLIPS CO ELIZABETHTOWN COLLEGE | |||||||||||
| 1 ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | NC | SCHOLARSHIP | $3,750 | ||||
| EASTERN LANCASTER COUNTY SCHOOL DISTRICT | |||||||||||
| 669 EAST MAIN ST | NEW HOLLAND | PA | 17557 | NONE | PC | GRANT | $5,000 | ||||
| ELIZABETHTOWN COMMUNITY HOUSING | |||||||||||
| 61 E WASHINGTON STREET | ELIZABETHTOWN | PA | 17022 | NONE | PC | GRANT | $15,000 | ||||
| EMERALD FOUNDATION | |||||||||||
| 2120 OREGON PIKE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $5,000 | ||||
| EMU AT LANCASTER | |||||||||||
| 1846 CHARTER LANE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $10,000 | ||||
| ENVISION EXCELLENCE | |||||||||||
| 15318 GEORGIAN SQUARE CT | ROCKVILLE | MD | 20853 | NONE | PC | STEM FUNDERS NETWORK 2021 MEMBERSHIP | $35,000 | ||||
| F RODA CO PHILADELPHIA UNIVERSITY | |||||||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | NC | SCHOLARSHIP | $3,750 | ||||
| GIGI'S PLAYHOUSE LANCASTER | |||||||||||
| 2503 OREGON PIKE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $5,000 | ||||
| GIRLS ON THE RUN OF LANCASTER | |||||||||||
| 1062 MANHEIM PIKE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $10,000 | ||||
| GIRLS INC | |||||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GRANT - STEM | $4,504 | ||||
| GOOD SAMARITAN SERVICES | |||||||||||
| 616 N LIME STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $10,000 | ||||
| HANDS-ON HOUSE | |||||||||||
| 721 LANDIS VALLEY ROAD | LANCASTER | PA | 17601 | NONE | PC | GRANT | $30,000 | ||||
| HORIZONS AT LANCASTER COUNTRY DAY SCHOOL | |||||||||||
| 725 HAMILTON RD | LANCASTER | PA | 17603 | NONE | PC | GRANT | $55,000 | ||||
| J BUSHONG CO WIDENER UNIVERSITY | |||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | NONE | NC | SCHOLARSHIP | $5,000 | ||||
| J FIDGETT CO ST JOSEPH'S UNIVERSITY | |||||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | NC | SCHOLARSHIP | $15,000 | ||||
| J MONTGOMERY CO AMERICAN UNIVERSITY | |||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | NC | SCHOLARSHIP | $11,250 | ||||
| L REYNOLDS CO MOUNT ALLISON UNIVERSITY | |||||||||||
| NONE | NC | SCHOLARSHIP | $7,500 | 62 YORK STREET | SACKVILLE NB | ALBERTA | CA | ||||
| LAFAYETTE FIRE COMPANY | |||||||||||
| 63 LAFAYETTE WAY | LANCASTER | PA | 17602 | NONE | PC | GRANT | $5,800 | ||||
| LANCASTER CHAMBER OF COMMERCE | |||||||||||
| 100 S QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | GRANT | $5,500 | ||||
| LANCASTER CITY ALLIANCE | |||||||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $85,000 | ||||
| LANCASTER COMMUNITY SAFETY NET | |||||||||||
| 262 CONESTOGA STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT | $200,000 | ||||
| LANCASTER COUNTY COMMUNITY FOUNDATION | |||||||||||
| 24 W KING ST 201 | LANCASTER | PA | 17603 | NONE | PC | GRANT | $500,000 | ||||
| LANCASTER COUNTY COMMUNITY FOUNDATION | |||||||||||
| 24 W KING ST 201 | LANCASTER | PA | 17603 | NONE | PC | GRANT | $50,000 | ||||
| LANCASTER DOWNTOWNERS | |||||||||||
| 118 N WATER STREET ST 103 | LANCASTER | PA | 17603 | NONE | PC | GRANT | $5,336 | ||||
| LANCASTER EMS | |||||||||||
| 1829 LINCOLN HIGHWAY | LANCASTER | PA | 17602 | NONE | PC | GRANT | $15,000 | ||||
| LANCASTER FARMLAND TRUST | |||||||||||
| 125 LANCASTER AVE | STRASBURG | PA | 17579 | NONE | PC | GRANT | $1,438,805 | ||||
| LANCASTER MENNONITE | |||||||||||
| 2176 E LINCOLN HIGHWAY | LANCASTER | PA | 17602 | NONE | PC | GRANT | $4,730 | ||||
| LANCASTER OSTEOPATHIC | |||||||||||
| 128 E GRANT STREET 104 | LANCASTER | PA | 17602 | NONE | PC | GRANT | $50,000 | ||||
| LANCASTER REDEVELOPMENT FUND | |||||||||||
| 28 PENN SQUARE SUITE 200 | LANCASTER | PA | 17603 | NONE | PC | GRANT | $25,000 | ||||
| LANCASTER SCIENCE FACTORY | |||||||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | NONE | PC | GRANT - STEM | $30,000 | ||||
| LATIN AMERICAN ALLIANCE | |||||||||||
| 506 OAK GROVE DRIVE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $10,000 | ||||
| LEADERSHIP LANCASTER | |||||||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $10,000 | ||||
| LITTLE CONESTOGA CREEK FOUNDATION | |||||||||||
| 101 N QUEEN STREET | LANCASTER | PA | 17603 | NONE | POF | GRANT - OPERATING AND CAPITAL | $460,000 | ||||
| LIVE EVENT ASSOCIATION | |||||||||||
| 17 NORTH SECOND STREET 16TH FLOOR | HARRISBURG | PA | 17101 | NONE | PC | GRANT | $10,000 | ||||
| LUTHERCARE | |||||||||||
| 600 E MAIN STREET | LITITZ | PA | 17543 | NONE | PC | GRANT | $30,000 | ||||
| M GATES CO DELAWARE VALLEY UNIVERSITY | |||||||||||
| 700 E BUTLER AVENUE | DOYLESTOWN | PA | 18901 | NONE | NC | SCHOLARSHIP | $7,500 | ||||
| M WATSON CO TOWSON UNIVERSITY | |||||||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | NC | SCHOLARSHIP | $11,250 | ||||
| MENTAL HEALTH AMERICA OF LANCASTER | |||||||||||
| 245 BUTLER AVENUE 204 | LANCASTER | PA | 17601 | NONE | PC | GRANT | $8,000 | ||||
| MOM'S HOUSE OF LANCASTER | |||||||||||
| 415 S QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT | $5,000 | ||||
| NEW TECH NETWORK INC | |||||||||||
| STREET 311 | NAPA | CA | 94559 | NONE | PC | GRANT - STEM | $81,390 | ||||
| NORTH MUSEUM OF NATURAL HISTORY & SCIENCE-LANCASTER | |||||||||||
| 400 COLLEGE AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $500 | ||||
| O MARVIN CO MANSFIELD UNIVERSITY | |||||||||||
| 31 S ACADEMY STREET | MANSFIELD | PA | 16933 | NONE | NC | SCHOLARSHIP | $7,500 | ||||
| O SCHMID CO FRANKLIN & MARSHALL | |||||||||||
| 637 COLLEGE AVENUE | LANCASTER | PA | 17603 | NONE | NC | SCHOLARSHIP | $11,250 | ||||
| P FOGELL CO MILLERSVILLE UNIVERSITY | |||||||||||
| 40 DILWORTH ROAD | MILLERSVILLE | PA | 17551 | NONE | NC | SCHOLARSHIP | $9,375 | ||||
| PA COLLEGE OF ART & DESIGN | |||||||||||
| 204 N PRINCE STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT | $6,230 | ||||
| PARTNERSHIP FOR PUBLIC HEALTH | |||||||||||
| 333 N ARCH STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT | $10,000 | ||||
| PENNSYLVANIA LEGISLATIVE | |||||||||||
| 240 N 3RD ST 2ND FLOOR | HARRISBURG | PA | 17101 | NONE | PC | GRANT | $5,000 | ||||
| POSITIVE MEDIA ACADEMY INC | |||||||||||
| 3014 COLUMBIA AVENUE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $10,000 | ||||
| PSCE PROGRAM FUND | |||||||||||
| 1383 ARCADIA ROAD ROOM 140 | LANCASTER | PA | 17601 | NONE | PC | GRANT | $10,600 | ||||
| REAL LIFE COMMUNITY SERVICES | |||||||||||
| 240 NORTH STREET SUITE B | DENVER | PA | 17517 | NONE | PC | GRANT | $20,000 | ||||
| REPORTERS COMMITTEE FOR | |||||||||||
| 1156 15TH STREET NW SUITE 1020 | WASHINGTON | DC | 20005 | NONE | PC | GRANT | $12,500 | ||||
| SAMARITAN CENTER | |||||||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $20,000 | ||||
| SCHOOL DISTRICT OF LANCASTER | |||||||||||
| 251 S PRINCE ST | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $3,612 | ||||
| ST JOSEPHS CHILDRENS HEALTH | |||||||||||
| 1929 LINCOLN HIGHWAY | LANCASTER | PA | 17602 | NONE | PC | GRANT | $52,000 | ||||
| SUSAN P BYRNES HEALTH EDUCATION CENTER | |||||||||||
| 515 SOUTH GEORGE ST | YORK | PA | 17401 | NONE | PC | GRANT | $20,000 | ||||
| T BUCKWALTER CO MILLERSVILLE UNIVERSITY | |||||||||||
| 40 DILWORTH ROAD | MILLERSVILLE | PA | 17551 | NONE | NC | SCHOLARSHIP | $7,500 | ||||
| T WARD CO BRYN MAWR COLLEGE | |||||||||||
| 101 N MERION AVENUE | BYRN MAWR | PA | 19010 | NONE | NC | SCHOLARSHIP | $8,000 | ||||
| TEMPLE UNIVERSITY | |||||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GRANT | $25,000 | ||||
| TENFOLD | |||||||||||
| 308 E KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $25,000 | ||||
| THE COMMON WHEEL | |||||||||||
| 324 N QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT | $5,000 | ||||
| THE EDIBLE CLASSROOM | |||||||||||
| 54 PENN STREET | WASHINGTON BORO | PA | 17582 | NONE | PC | GRANT | $10,000 | ||||
| THE FACTORIES MINISTRIES | |||||||||||
| 3293 LINCOLN HIGHWAY | LANCASTER | PA | 17562 | NONE | PC | GRANT | $40,000 | ||||
| THE FOUNDATION OF EDC | |||||||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $150,000 | ||||
| THE LANCASTER LGBTQ CENTER | |||||||||||
| 117 E CHESTNUT STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $20,000 | ||||
| THE LITERACY COUNCIL | |||||||||||
| 407 LAFAYETTE STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT | $50,000 | ||||
| UNITED WAY OF LANCASTER COUNTY | |||||||||||
| 1910 HARRINGTON DRIVE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $191,674 | ||||
| XFINITY - INTERNET ESSENTIALS | |||||||||||
| 1701 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | NONE | NC | GRANT | $39,699 | ||||
| YWCA | |||||||||||
| 110 N LIME STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $12,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,670,187 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,092,926 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,842,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,935,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,935,307 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & JOHNSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOHNSON JOHNSON PLAZA | AddressLine1Txt |
| City | NEW BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08933 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE BOND PREMIUM AMORTIZATION ELECTION PURSUANT TOCODE SEC. 171(C). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $28,675,353 | EOYBookValueAmt |
| EOYFMV | $28,364,068 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $58,222,069 | EOYBookValueAmt |
| EOYFMV | $106,014,789 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,900 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL WORK IN PROGRESS | Desc |
| BOY Book Value | $6,197 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE AND DOMAIN FEES | $12,696 | $0 | $12,696 |
| MEMBERSHIP DUES | $15,520 | $0 | $15,520 |
| MEALS & TRAVEL | $3,892 | $0 | $3,892 |
| MISCELLANEOUS | $50,877 | $0 | $50,877 |
| STEM EXPENSES | $134,943 | $0 | $134,943 |
| WATER PROJECT EXPENSES | $81,250 | $0 | $81,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $431,156 | $431,156 | $0 |
| MANAGEMENT FEE | $473,052 | $0 | $473,052 |
| PROFESSIONAL FEES | $46,545 | $0 | $46,545 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $54,107 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments