GOODING GROUP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOODING GROUP FOUNDATION (EIN 23-2516754)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202412899349100506
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T07:46:05-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Disaster Relief | EXTENSION GRANTED UNTIL NOVEMBER 15, 2024 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231709427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTZ HESS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 EAST KING ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232516754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODING GROUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 7177331247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SOUTH READING ROAD | AddressLine1Txt |
| City | EPHRATA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J REED GOODING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7177331247 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J BERTZ CPA | PreparerPersonNm |
| PTIN | P00490920 | PTIN |
| Phone | 7173930767 | PhoneNum |
| Preparation | 2024-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | EXTENSION GRANTED UNTIL NOVEMBER 15, 2024 | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $514,031 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,174 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $967 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,275 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,238 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,619 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,619 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,678 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,607 | CashBOYAmt |
| Cash EOY | $6,465 | CashEOYAmt |
| Cash EOYFMV | $6,465 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,825 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $399 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $597 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $597 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $397,173 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $351,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $501,144 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $412,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $364,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $514,031 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $71 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $412,990 | RetainedEarningBOYAmt |
| Retained Earning EOY | $364,627 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $364,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $364,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,363 | ExcessRevenueOverExpensesAmt |
| Subtotal | $364,627 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $364,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $967 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71 | SubtotalAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $597 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $597 | TotalPaymentsAndCreditsAmt |
| Overpayment | $526 | OverpaymentAmt |
| Applied To ES Tax | $526 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARLENA RICORDS | IndividualWithBooksNm |
| Phone | 7177331247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SOUTH READING ROAD | AddressLine1Txt |
| City | EPHRATA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| J REED GOODING | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM H GOODING | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| STEPHEN MCNAMARA | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARLENA RICORDS | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | SECRETARY | 5.00 | $0 | $0 | $0 |
| J MICHAEL TOWERS | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN K DOMBACH | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $495,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $498 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $510,876 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $510,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $503,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $25,090 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,090 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,568 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,568 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,090 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $67,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,878 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,740 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $271,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,568 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,478 | RemainingDistriFromCorpusAmt |
| Total Corpus | $299,131 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $67,469 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $231,662 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,878 | ExcessFromYear4Amt |
| Excess From Year3 | $40,330 | ExcessFromYear3Amt |
| Excess From Year2 | $37,740 | ExcessFromYear2Amt |
| Excess From Year1 | $88,236 | ExcessFromYear1Amt |
| Excess From Current Year | $27,478 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J REED GOODING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SOUTH READING ROAD | AddressLine1Txt |
| City | EPHRATA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177331247 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM, INCLUDING ANY INFORMATION WITH REGARD TO REQUEST SUBMITTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACORN ACRES WILDLIFE REHABILITATION | ||||||||
| PO BOX 201 | MILLERSVILLE | PA | 17551 | NONE | PC | PARTICIPATING PROGRAMS | $200 | |
| ALLIANCE FOR PROGRESS | ||||||||
| 10255 W HIGGINS SUITE 60 | ROSEMONT | IL | 600185607 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 237 COURT ST | READING | PA | 19601 | NONE | PC | PARTICIPANT PROGRAMS | $10,540 | |
| CENTERVILLE PET RESCUE | ||||||||
| 237 CENTERVILLE RD | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATING PROGRAMS | $50 | |
| CENTRAL PENN COLLEGE | ||||||||
| 600 VALLEY ROAD | SUMMERDALE | PA | 17093 | NONE | PC | PARTICIPATING PROGRAMS | $1,500 | PO BOX 309 |
| CONNER KLEFFEL MEMORIAL FOUNDATION | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPATING PROGRAMS | $150 | |
| EAST RANDOLPH FIRE DEPARTMENT | ||||||||
| 152 VT-14 | RANDOLPH | VT | 05041 | NONE | PC | PARTICIPATING PROGRAMS | $100 | |
| ELIZABETHTOWN COLLEGE BUSINESS | ||||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| ELIZABETHTOWN COLLEGE FAMILY BUS CT | ||||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 170222298 | NONE | PC | BUSINESS DEVELOPMENT | $1,000 | |
| EPHRATA AREA EDUC FOUNDATION | ||||||||
| 803 OAK BLVD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| EPHRATA COMMUNITY AMBULANCE | ||||||||
| 528 WEST MAIN STREET | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $500 | |
| EPHRATA COMMUNITY HEALTH FOUNDATION | ||||||||
| PO BOX 2767 | YORK | PA | 174052767 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| EPHRATA PERFORMING ARTS | ||||||||
| PO BOX 173 | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $400 | |
| EPHRATA PUBLIC LIBRARY | ||||||||
| 550 S READING RD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $450 | |
| EPHRATA REC CENTER | ||||||||
| 130 S ACADEMY DR | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| EXCENTIA HUMAN SERVICES | ||||||||
| 1810 ROHRESTOWN RD | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| F&M COLLEGE FUND | ||||||||
| PO BOX 3003 | LANCASTER | PA | 176043003 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| FAITH FRIENDSHIP | ||||||||
| 128 W MAIN ST | MOUNTVILLE | PA | 17554 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| FRIENDSHIP COMMUNITY | ||||||||
| 216 CONESTOGA BLVD | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| GIRL SCOUTS OF PA | ||||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| GOLDEY BEACOM COLLEGE | ||||||||
| 4701 LIMESTONE RD | WILMINGTON | DE | 19808 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 443 FAIRVIEW AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| HISTORIC PRESERVATION TRUST | ||||||||
| 123 NORTH PRINCE STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $2,500 | |
| HOSPICE COMMUNITY CARE | ||||||||
| 685 GOOD DRIVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $400 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 2420 GEHMAN LANE | LANCASTER | PA | 17602 | NONE | PC | OPERATING EXPENSES | $1,000 | |
| LANCASTER CHAMBER OF COMMERCE | ||||||||
| 100 BUSH AVENUE | LANCASTER | PA | 17601 | NONE | PA | PARTICIPANT PROGRAMS | $1,000 | |
| LANCASTER COUNTY CONSERVANCY | ||||||||
| 117 S WEST END AVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATING PROGRAMS | $400 | |
| LANCASTER COUNTY COURT OF COMMON PL | ||||||||
| 150 N QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT INCENTIVES | $400 | |
| LANCASTER COUNTY FOOD HUB | ||||||||
| 812 NORTH QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATING PROGRAMS | $400 | |
| LANCASTER HISTORY | ||||||||
| 230 N PRESIDENT AVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATING PROGRAMS | $5,000 | |
| LANCASTER THEOLOGICAL SEMINARY | ||||||||
| 555 W JAMES ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| LEADERSHIP LANCASTER | ||||||||
| 100 S QUEEN ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| LEO'S HELPING PAWS | ||||||||
| 1284 WHEATLAND AVENUE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| LINCOLN FIRE CO 1 | ||||||||
| 38 S MARKET ST | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $500 | |
| LITITZ PUBLIC LIBRARY | ||||||||
| 651 KISSEL HILL ROAD | LITITZ | PA | 17543 | NONE | PC | OPERATING EXPENSES | $400 | |
| LITITZ SPRINGS PARK | ||||||||
| 24 N BROAD ST | LITITZ | PA | 17543 | NONE | PC | PARTICIPATING PROGRAMS | $50 | |
| LITITZ WARWICK COMMUNITY CHEST | ||||||||
| 200 W ORANGE ST | LITITZ | PA | 17543 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| LOVE 146 | ||||||||
| PO BOX 8266 | NEW HAVEN | CT | 06530 | NONE | PC | PROGRAMS | $400 | |
| MEN OF IRON | ||||||||
| 280 S OAK ST | MANHEIM | PA | 17545 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| MILAGRO HOUSE | ||||||||
| 320 SOUTH CHRISTIAN ST | LANCASTER | PA | 17602 | NONE | PC | ASSISTANCE TO INDIGENT FAMILIES | $400 | |
| PA COLLEGE OF HEALTH & SCIENCES | ||||||||
| 850 GREENFIELD RD | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $3,500 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE | MANHATTAN BEACH | CA | 90266 | NONE | PC | PARTICIPATING PROGRAMS | $500 | SUITE 200 |
| PENN STATE UNIVERSITY | ||||||||
| 103 SHIELDS BLDG | UNIVERSITY PARK | PA | 16802 | NONE | PC | SCHOLARSHIP | $4,500 | |
| PIONEER FIRE COMPANY | ||||||||
| 135 S STATE STREET | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $500 | |
| RHEEMS FIRE DEPARTMENT | ||||||||
| 350 ANCHOR RD | ELIZABETHTOWN | PA | 17022 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| ROHERSTOWN FIRE COMPANY | ||||||||
| 500 ELIZABETH STREET | LANCASTER | PA | 17603 | NONE | PC | OPERATING EXPENSE | $500 | |
| SCHREIBER PEDIATRIC | ||||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| SHIPPENSBURG UNIVERSITY | ||||||||
| 1871 OLD MAIN | SHIPPENSBURG | PA | 17257 | NONE | PC | SCHOLARSHIP | $1,500 | |
| SINGERLY FIRE COMPANY | ||||||||
| PO BOX 444 | ELKTON | MD | 21922 | NONE | PC | OPERATING EXPENSES | $500 | |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PA | PARTICIPANT PROGRAMS | $100 | |
| UNITED WAY OF LANCASTER | ||||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| VISION CORPS FOUNDATION | ||||||||
| 244 N QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| WARWICK EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 278 | LITITZ | PA | 17543 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| YMCA OF LANCASTER | ||||||||
| 265 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| YWCA OF LANCASTER | ||||||||
| 110 N LIME ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| EPHRATA PIONEER FIRE CO | ||||||||
| 135 S STATE STREET | EPHRATA | PA | 17522 | NONE | PC | PARTICIPATING PROGRAMS | $50 | |
| STRATOSPHERE CHEERABILITIES | ||||||||
| 1273 LOOP RD | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATING PROGRAMS | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,890 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,204 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,238 | Amt |
| Net Investment Income | $1,619 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,619 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEV MKTS ETF | 2020-01 | PURCHASE | 2023-08 | $4,311 | $4,148 | $163 |
| ISHARES INC | 2021-05 | PURCHASE | 2023-08 | $8,244 | $10,602 | -$2,358 |
| VANGUARD REAL ESTATE ETF | 2022-06 | PURCHASE | 2023-08 | $10,001 | $10,489 | -$488 |
| VANGUARD TOTAL BOND MARKET | 2021-02 | PURCHASE | 2023-11 | $19,514 | $23,985 | -$4,471 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $351,811 | BookValueAmt |
| EOYFMV | $501,144 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $688 | $688 | |
| BROKERAGE FEES | $5,210 | $5,210 | |
| MISCELLANEOUS EXPENSE | $371 | $371 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DUE | Desc |
| BOY Book Value | $2 | BOYBookValueAmt |
| EOY Book Value | $71 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $344 | Amt |
| Net Investment Income | $344 | NetInvestmentIncomeAmt |
Comments