LONG FAMILY EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LONG FAMILY EDUCATIONAL FOUNDATION (EIN 22-2719260)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349102480
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T13:51:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231311005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYER & RITTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 HOUSE AVENUE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222719260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG FAMILY EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 7172435757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F LONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7172435757 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S WILDASIN CPA | PreparerPersonNm |
| PTIN | P00795734 | PTIN |
| Phone | 7177617210 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $17,305,497 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $614,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $614,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,975,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,806 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,806 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,386,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $686,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $608 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,473 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,473 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $491,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $491,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $536,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $534,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $849,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $683,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $981,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,381,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,381,447 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,894,791 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,488,972 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,488,972 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,830,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,071,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,071,168 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $343,992 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,363,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,363,910 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,050,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,305,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,305,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,050,908 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,305,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,050,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,305,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,050,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,305,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,050,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $849,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $405,126 | OtherIncreasesAmt |
| Subtotal | $17,305,497 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,305,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY BONDS | P | 2023-01-31 | 2024-01-31 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-02-28 | 2024-02-28 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-03-31 | 2024-03-31 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-04-30 | 2024-04-30 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-05-31 | 2024-05-31 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-06-30 | 2024-06-30 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-07-31 | 2024-07-31 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-08-31 | 2024-08-31 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-09-30 | 2024-09-30 | $1,690,000 | $1,690,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-10-31 | 2024-10-31 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-11-30 | 2024-11-30 | $845,000 | $845,000 | $0 | $0 |
| US TREASURY BONDS | P | 2023-12-31 | 2024-12-31 | $845,000 | $845,000 | $0 | $0 |
| CITIGROUP GMH INC CONTINGENT INC AUTOCALL | P | 2024-02-05 | 2024-08-07 | $250,000 | $250,000 | $0 | $0 |
| ROYAL BANK OF CANADA CONTINGENT INC AUTOCALL | P | 2023-12-14 | 2024-06-20 | $400,000 | $400,000 | $0 | $0 |
| ROYAL BANK OF CANADA CONTINGENT INC AUTOCALL | P | 2024-06-18 | 2024-12-23 | $400,000 | $400,000 | $0 | $0 |
| B OF A FINANCE LLC | P | 2021-01-26 | 2024-01-31 | $200,000 | $200,000 | $0 | $0 |
| B OF A FINANCE LLC | P | 2021-02-23 | 2024-02-28 | $240,000 | $240,000 | $0 | $0 |
| MORGAN STANLEY FINANCE LLC CONTINGENT INC AUTOCALL | P | 2023-01-27 | 2024-02-01 | $250,000 | $250,000 | $0 | $0 |
| ROYAL BANK OF CANADA | P | 2021-03-15 | 2024-03-20 | $250,000 | $250,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,889 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,889 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,387 | OverpaymentAmt |
| Applied To ES Tax | $41,387 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT F LONG | IndividualWithBooksNm |
| Phone | 7172435757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHERINE LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TODD R LONG | ||||||||
| 5 WELLINGTON COURT | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS FOR EDUCATIONAL EXPENSES FOR EIGHT STUDENTS ATTENDING POST-SECONDARY EDUCATION WITH PAYMENTS MADE DIRECTLY FOR EDUCATIONAL EXPENSES UNDER APPROVED SCHOLARSHIP PROGRAM | Description1Txt |
| Expenses1 | $39,473 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,514,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,847,062 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,361,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,361,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,116,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $805,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $805,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,502 | TotalTaxAmt |
| Distributable Before Adj | $796,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $796,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $796,318 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $534,156 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $534,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $456,455 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $444,671 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,317,875 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $401,437 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,620,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $534,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $534,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $262,162 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $262,162 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,358,276 | 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 | $194,293 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,163,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $444,671 | ExcessFromYear3Amt |
| Excess From Year2 | $1,317,875 | ExcessFromYear2Amt |
| Excess From Year1 | $401,437 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAINT PATRICK SCHOOL | |||||||
| 87 MARSH DRIVE | CARLISLE | PA | 17015 | NONE | 501(C)(3) | GENERAL | $283,600 |
| TRINITY HIGH SCHOOL | |||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | GENERAL | $141,000 |
| ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA | |||||||
| 101 NORTH FRONT STREET | HARRISBURG | PA | 17101 | NONE | 501(C)(3) | GENERAL | $1,000 |
| BJB FOUNDATION | |||||||
| 155 N MICHIGAN AVENUE SUITE 9003 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | GENERAL | $10,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501(C)(3) | GENERAL | $20,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | NONE | 501(C)(3) | GENERAL | $3,000 |
| CARLISLE FAMILY YMCA | |||||||
| 311 S WEST STREET | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $7,500 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE STREET | HUNTINGTON | PA | 16652 | NONE | 501(C)(3) | GENERAL | $5,000 |
| MARANATHA CARLISLE | |||||||
| PO BOX 1320 | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $500 |
| SAINT CATHERINE CATHOLIC SCHOOL | |||||||
| 2835 KENILWORTH BOULEVARD | SEBRING | FL | 33870 | NONE | 501(C)(3) | GENERAL | $10,000 |
| WARTBURG COLLEGE | |||||||
| 100 WARTBURG BOULEVARD | WAVERLY | IA | 50677 | NONE | 501(C)(3) | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $491,600 | 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 | $614,288 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $686,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $686,094 | 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 Person | ROBERT LONG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,071,168 | EOYBookValueAmt |
| EOYFMV | $4,071,168 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,488,972 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,488,972 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $113,585 | $113,585 |
| CERTIFICATE OF DEPOSITS | FMV | $1,250,325 | $1,250,325 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP DISTRIBUTIONS UNDER APPROVED SCHOLARSHIP PROGRAM | Desc |
| Revenue And Expenses Per Books | $39,473 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,473 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RBC CAPITAL LLC 1099-MISC | Desc |
| Revenue And Expenses Per Books | $71,806 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,806 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $405,126 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTERED AGENT | $608 | $0 | $608 |
| MISCELLANEOUS | $0 | $0 | $0 |
| ADMINISTRATOR TRANSFER FEE | $0 | $0 | $0 |
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