LETORT TRUST FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LETORT TRUST FOUNDATION (EIN 45-3582341)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349102659
- Schema version
- 2023v5.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:01:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453582341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETORT TRUST FOUNDATION 600001010 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATGO | BusinessNameControlTxt |
| Phone | 7177617626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 BENT CREEK BOULEVARD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA LAUCHLE | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7177617626 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $260,192 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $81,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $86,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,623 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,595 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,571 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,961 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $228,941 | OtherAssetsBOYAmt |
| Other Assets EOY | $227,277 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $258,231 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $230,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $260,192 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $230,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | $229,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $230,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $229,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $230,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $229,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $230,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $229,238 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $229,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (226 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2.783 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-09-28 | 2023-01-04 | $68 | $102 | -$34 | -$34 | |
| 6.446 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2021-09-28 | 2023-01-04 | $106 | $114 | -$8 | -$8 | |
| .639 DFA EMERGING MKTS CORE DFCEX | 2021-09-28 | 2023-01-04 | $13 | $16 | -$3 | -$3 | |
| 1.016 DAVIS NY VENTURE DNVYX | 2021-09-28 | 2023-01-04 | $24 | $34 | -$10 | -$10 | |
| 1.491 FMI LARGE CAP INST FMIQX | 2021-09-28 | 2023-01-04 | $21 | $32 | -$11 | -$11 | |
| 3.505 FIDELITY TOTAL INTL INDEX FTIHX | 2021-09-28 | 2023-01-04 | $42 | $51 | -$9 | -$9 | |
| .944 COHO RELATIVE VALUE EQUITY COHOX | 2022-01-03 | 2023-01-04 | $15 | $16 | -$1 | -$1 | |
| 2.44 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2023-01-04 | $30 | $38 | -$8 | -$8 | |
| .056 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-09-28 | 2023-01-04 | $1 | $2 | -$1 | -$1 | |
| .115 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2022-01-03 | 2023-01-04 | $8 | $9 | -$1 | -$1 | |
| .322 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2022-01-03 | 2023-01-04 | $18 | $18 | |||
| .597 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-09-28 | 2023-03-27 | $15 | $22 | -$7 | -$7 | |
| 1.399 BAIRD MID CAP FUND BMDIX | 2021-09-28 | 2023-03-27 | $32 | $45 | -$13 | -$13 | |
| 2.466 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2021-09-28 | 2023-03-27 | $43 | $44 | -$1 | -$1 | |
| .226 DFA EMERGING MKTS CORE DFCEX | 2021-09-28 | 2023-03-27 | $5 | $6 | -$1 | -$1 | |
| .372 DODGE & COX INCOME DODIX | 2021-09-28 | 2023-03-27 | $5 | $5 | |||
| .445 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2022-01-03 | 2023-03-27 | $62 | $74 | -$12 | -$12 | |
| .505 FIDELITY TOTAL INTL INDEX FTIHX | 2021-09-28 | 2023-03-27 | $6 | $7 | -$1 | -$1 | |
| .709 VANGUARD TOTAL BOND MARKET VBTLX | 2021-09-28 | 2023-03-27 | $7 | $8 | -$1 | -$1 | |
| 37.18 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-02-23 | 2023-03-28 | $935 | $1,283 | -$348 | -$348 | |
| 29.852 BAIRD MID CAP FUND BMDIX | 2021-12-17 | 2023-03-28 | $676 | $851 | -$175 | -$175 | |
| 76.853 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2022-03-23 | 2023-03-28 | $1,359 | $1,355 | $4 | $4 | |
| 14.233 DFA EMERGING MKTS CORE DFCEX | 2022-02-07 | 2023-03-28 | $298 | $373 | -$75 | -$75 | |
| 12.5 DAVIS NY VENTURE DNVYX | 2021-06-24 | 2023-03-28 | $295 | $429 | -$134 | -$134 | |
| 31.81 FMI LARGE CAP INST FMIQX | 2021-02-23 | 2023-03-28 | $438 | $634 | -$196 | -$196 | |
| 15.669 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2022-03-23 | 2023-03-28 | $2,167 | $2,440 | -$273 | -$273 | |
| 50.93 FIDELITY TOTAL INTL INDEX FTIHX | 2022-02-07 | 2023-03-28 | $622 | $725 | -$103 | -$103 | |
| 18.306 COHO RELATIVE VALUE EQUITY COHOX | 2022-03-23 | 2023-03-28 | $275 | $309 | -$34 | -$34 | |
| 37.285 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2023-03-28 | $453 | $575 | -$122 | -$122 | |
| 5.42 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-12-09 | 2023-03-28 | $136 | $163 | -$27 | -$27 | |
| .282 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2022-03-23 | 2023-03-28 | $19 | $21 | -$2 | -$2 | |
| 3.84 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2022-03-23 | 2023-03-28 | $202 | $220 | -$18 | -$18 | |
| 12.176 VANGUARD MID CAP INDEX VMCIX | 2022-03-23 | 2023-03-28 | $677 | $788 | -$111 | -$111 | |
| 1.376 VANGUARD SMALL CAP INDEX VSCIX | 2022-03-23 | 2023-03-28 | $121 | $141 | -$20 | -$20 | |
| 399.6 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-02-03 | 2023-05-02 | $4,000 | $4,004 | -$4 | -$4 | |
| 1498.501 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-02-03 | 2023-06-08 | $15,000 | $15,015 | -$15 | -$15 | |
| 28.389 FIDELITY CONSERVATIVE INC BOND FCNVX | 2022-09-29 | 2023-06-08 | $284 | $284 | |||
| 2.026 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-03-27 | 2023-06-08 | $20 | $20 | |||
| .724 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-09-28 | 2023-06-28 | $19 | $27 | -$8 | -$8 | |
| 1.432 BAIRD MID CAP FUND BMDIX | 2021-09-28 | 2023-06-28 | $35 | $47 | -$12 | -$12 | |
| 3.078 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2021-09-28 | 2023-06-28 | $58 | $54 | $4 | $4 | |
| .638 DFA EMERGING MKTS CORE DFCEX | 2021-09-28 | 2023-06-28 | $14 | $16 | -$2 | -$2 | |
| 1.9 DAVIS NY VENTURE DNVYX | 2021-09-28 | 2023-06-28 | $49 | $64 | -$15 | -$15 | |
| 2.813 FMI LARGE CAP INST FMIQX | 2021-09-28 | 2023-06-28 | $42 | $60 | -$18 | -$18 | |
| 1.607 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2022-04-11 | 2023-06-28 | $245 | $256 | -$11 | -$11 | |
| 1.86 FIDELITY TOTAL INTL INDEX FTIHX | 2021-09-28 | 2023-06-28 | $24 | $27 | -$3 | -$3 | |
| 1.232 JP MORGAN SM CAP GROWTH JISGX | 2021-09-28 | 2023-06-28 | $24 | $36 | -$12 | -$12 | |
| .619 COHO RELATIVE VALUE EQUITY COHOX | 2021-09-28 | 2023-06-28 | $9 | $11 | -$2 | -$2 | |
| 1.619 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2023-06-28 | $20 | $25 | -$5 | -$5 | |
| .344 PIMCO ALL ASSET PAAIX | 2021-09-28 | 2023-06-28 | $4 | $4 | |||
| .807 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-09-28 | 2023-06-28 | $21 | $26 | -$5 | -$5 | |
| .324 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2022-03-23 | 2023-06-28 | $23 | $25 | -$2 | -$2 | |
| 27.855 VANGUARD SHORT TERM INV GRADE VFSUX | 2021-09-28 | 2023-06-28 | $279 | $304 | -$25 | -$25 | |
| 28.51 VANGUARD SHORT TERM FED VSGDX | 2021-09-28 | 2023-06-28 | $285 | $311 | -$26 | -$26 | |
| .308 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2022-03-23 | 2023-06-28 | $17 | $17 | |||
| 1.998 VANGUARD MID CAP INDEX VMCIX | 2022-01-03 | 2023-06-28 | $118 | $138 | -$20 | -$20 | |
| .436 VANGUARD SMALL CAP INDEX VSCIX | 2022-01-03 | 2023-06-28 | $41 | $48 | -$7 | -$7 | |
| 19.314 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2020-11-24 | 2023-06-29 | $496 | $632 | -$136 | -$136 | |
| 35.109 BAIRD SHORT TERM BOND BSBIX | 2021-02-23 | 2023-06-29 | $324 | $348 | -$24 | -$24 | |
| 27.523 BAIRD MID CAP FUND BMDIX | 2021-12-17 | 2023-06-29 | $667 | $773 | -$106 | -$106 | |
| 26.868 BLACKROCK STRAT INC OPP BSIKX | 2021-02-23 | 2023-06-29 | $247 | $280 | -$33 | -$33 | |
| 52.01 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2022-03-23 | 2023-06-29 | $980 | $847 | $133 | $133 | |
| 16.302 DFA EMERGING MKTS CORE DFCEX | 2022-02-07 | 2023-06-29 | $351 | $407 | -$56 | -$56 | |
| 33.538 DAVIS NY VENTURE DNVYX | 2018-06-28 | 2023-06-29 | $869 | $1,068 | -$199 | -$199 | |
| 51.833 FMI LARGE CAP INST FMIQX | 2021-02-23 | 2023-06-29 | $770 | $1,022 | -$252 | -$252 | |
| 28.118 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2022-04-11 | 2023-06-29 | $4,306 | $3,996 | $310 | $310 | |
| 43.83 FIDELITY TOTAL INTL INDEX FTIHX | 2022-02-07 | 2023-06-29 | $556 | $612 | -$56 | -$56 | |
| 20.778 JP MORGAN SM CAP GROWTH JISGX | 2022-03-23 | 2023-06-29 | $399 | $511 | -$112 | -$112 | |
| 20.258 COHO RELATIVE VALUE EQUITY COHOX | 2022-03-23 | 2023-06-29 | $309 | $341 | -$32 | -$32 | |
| 36.908 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2023-06-29 | $458 | $569 | -$111 | -$111 | |
| 22.749 PIMCO ALL ASSET PAAIX | 2021-02-23 | 2023-06-29 | $245 | $298 | -$53 | -$53 | |
| 17.313 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2022-03-23 | 2023-06-29 | $456 | $519 | -$63 | -$63 | |
| 5.697 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2022-03-23 | 2023-06-29 | $403 | $424 | -$21 | -$21 | |
| 543.473 VANGUARD SHORT TERM INV GRADE VFSUX | 2021-06-17 | 2023-06-29 | $5,418 | $5,924 | -$506 | -$506 | |
| 512.597 VANGUARD SHORT TERM FED VSGDX | 2021-06-17 | 2023-06-29 | $5,105 | $5,559 | -$454 | -$454 | |
| 5.93 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2022-06-23 | 2023-06-29 | $326 | $333 | -$7 | -$7 | |
| 36.8 VANGUARD MID CAP INDEX VMCIX | 2022-03-23 | 2023-06-29 | $2,195 | $2,361 | -$166 | -$166 | |
| 7.812 VANGUARD SMALL CAP INDEX VSCIX | 2022-03-23 | 2023-06-29 | $740 | $781 | -$41 | -$41 | |
| 1.498 BAIRD SHORT TERM BOND BSBIX | 2021-09-28 | 2023-09-26 | $14 | $15 | -$1 | -$1 | |
| .078 DFA EMERGING MKTS CORE DFCEX | 2021-09-28 | 2023-09-26 | $2 | $2 | |||
| 1.089 DAVIS NY VENTURE DNVYX | 2021-09-28 | 2023-09-26 | $28 | $37 | -$9 | -$9 | |
| .273 FMI LARGE CAP INST FMIQX | 2021-09-28 | 2023-09-26 | $4 | $6 | -$2 | -$2 | |
| .16 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2021-09-28 | 2023-09-26 | $24 | $24 | |||
| .49 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-06-28 | 2023-09-26 | $5 | $5 | |||
| .756 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-09-28 | 2023-09-26 | $20 | $24 | -$4 | -$4 | |
| .015 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2021-09-28 | 2023-09-26 | $1 | $1 | |||
| 1.171 VANGUARD SHORT TERM INV GRADE VFSUX | 2021-09-28 | 2023-09-26 | $12 | $13 | -$1 | -$1 | |
| .338 VANGUARD SHORT TERM FED VSGDX | 2021-09-28 | 2023-09-26 | $3 | $4 | -$1 | -$1 | |
| .13 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2021-09-28 | 2023-09-26 | $7 | $7 | |||
| 26.283 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-11-23 | 2023-11-15 | $670 | $796 | -$126 | -$126 | |
| 132.939 BAIRD SHORT TERM BOND BSBIX | 2021-06-17 | 2023-11-15 | $1,234 | $1,316 | -$82 | -$82 | |
| 3.913 BAIRD MID CAP FUND BMDIX | 2020-12-17 | 2023-11-15 | $88 | $108 | -$20 | -$20 | |
| 75.1 BLACKROCK STRAT INC OPP BSIKX | 2021-06-17 | 2023-11-15 | $685 | $782 | -$97 | -$97 | |
| 37.422 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2022-03-23 | 2023-11-15 | $711 | $607 | $104 | $104 | |
| 16.603 DFA EMERGING MKTS CORE DFCEX | 2022-02-07 | 2023-11-15 | $361 | $414 | -$53 | -$53 | |
| 41.645 DAVIS NY VENTURE DNVYX | 2022-02-07 | 2023-11-15 | $1,122 | $1,273 | -$151 | -$151 | |
| 68.506 DODGE & COX INCOME DODIX | 2021-02-23 | 2023-11-15 | $823 | $990 | -$167 | -$167 | |
| 50.637 FMI LARGE CAP INST FMIQX | 2020-12-18 | 2023-11-15 | $773 | $978 | -$205 | -$205 | |
| 22.958 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2022-10-11 | 2023-11-15 | $3,594 | $2,816 | $778 | $778 | |
| 498.504 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-02-03 | 2023-11-15 | $5,000 | $4,995 | $5 | $5 | |
| 41.272 FIDELITY TOTAL INTL INDEX FTIHX | 2022-02-07 | 2023-11-15 | $523 | $575 | -$52 | -$52 | |
| 25.719 COHO RELATIVE VALUE EQUITY COHOX | 2022-02-07 | 2023-11-15 | $384 | $430 | -$46 | -$46 | |
| 9.419 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2023-11-15 | $109 | $145 | -$36 | -$36 | |
| 27.711 PIMCO ALL ASSET PAAIX | 2022-02-07 | 2023-11-15 | $293 | $357 | -$64 | -$64 | |
| 30.248 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2022-03-23 | 2023-11-15 | $808 | $897 | -$89 | -$89 | |
| 97.817 VANGUARD TOTAL BOND MARKET VBTLX | 2021-02-23 | 2023-11-15 | $903 | $1,108 | -$205 | -$205 | |
| 5.384 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2022-09-23 | 2023-11-15 | $378 | $378 | |||
| 149.919 VANGUARD SHORT TERM INV GRADE VFSUX | 2020-01-30 | 2023-11-15 | $1,498 | $1,610 | -$112 | -$112 | |
| 70.2 VANGUARD SHORT TERM FED VSGDX | 2022-02-07 | 2023-11-15 | $696 | $750 | -$54 | -$54 | |
| 6.928 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2022-09-23 | 2023-11-15 | $380 | $334 | $46 | $46 | |
| 24.569 VANGUARD MID CAP INDEX VMCIX | 2022-03-23 | 2023-11-15 | $1,436 | $1,547 | -$111 | -$111 | |
| 4.941 VANGUARD SMALL CAP INDEX VSCIX | 2022-02-07 | 2023-11-15 | $455 | $491 | -$36 | -$36 | |
| 199.203 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-02-03 | 2023-11-30 | $2,000 | $1,996 | $4 | $4 | |
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,974 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,742 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $96 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | DANIEL EICHELBERGER | IndividualWithBooksNm |
| Phone | 7177617626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 BENT CREEK BLVD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Daniel Eichelberger | ||||||
| 900 Bent Creek Blvd | Mechanicsburg | PA | 17050 | President | 1 | $0 |
| Katie Clarke | ||||||
| 900 Bent Creek Blvd | Mechanicsburg | PA | 17050 | Secretary | 1 | $0 |
| Patricia Lauchle | ||||||
| 900 Bent Creek Blvd | Mechanicsburg | PA | 17050 | Treasurer | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $272,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $286,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105 | TotalTaxAmt |
| Distributable Before Adj | $14,198 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,198 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,198 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $87,595 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $83,227 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,001 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,645 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,161 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $387,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,397 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $461,387 | 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 | $83,227 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $378,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,001 | ExcessFromYear4Amt |
| Excess From Year3 | $75,645 | ExcessFromYear3Amt |
| Excess From Year2 | $95,956 | ExcessFromYear2Amt |
| Excess From Year1 | $70,161 | ExcessFromYear1Amt |
| Excess From Current Year | $73,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel Eichelberger | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Bent Creek Blvd | AddressLine1Txt |
| City | Mechanicsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177617626 | RecipientPhoneNum |
| Form And Info And Materials | No prescribed application process | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | No particular restrictions | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| HARRISBURG CREDC | |||||||
| 3211 N FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $3,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 610 COMMUNITY WAY | LANCASTER | PA | 17603 | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |
| CENTRAL PENNSYLVANIA FOOD BANK | |||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | |
| CRANBERRY TOWNSHIP COMMUNITY CHEST | |||||||
| 2525 ROCHESTER ROAD SUITE 450 | CRANBERRY TOWNSHIP | PA | 16066 | PUBLIC CHARITY | CRANBERRY COMMUNITY DAYS | $1,500 | |
| HARRISBURG UNIVERSITY | |||||||
| 326 MARKET STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | |
| HOMELAND CENTER | |||||||
| 1901 NORTH FIFTH STREET | HARRISBURG | PA | 17102 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 | |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA | |||||||
| 2420 GELMAN LANE 100 | LANCASTER | PA | 17602 | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 | |
| LEADERSHIP HARRISBURG AREA | |||||||
| 3211 NORTH FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $2,500 | |
| HOKAFI | |||||||
| PO BOX 311 | MECHANICSBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |
| DILLSBURG PUBLIC LIBRARY | |||||||
| 15 S BALTIMORE STREET | DILLSBURG | PA | 17019 | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |
| OPEN STAGE OF HARRISBURG | |||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 | |
| CAMP HEBRON INC | |||||||
| 957 CAMP HEBRON ROAD | HALIFAX | PA | 17032 | PUBLIC CHARITY | OPERATING EXPENSES | $800 | |
| HOPE CENTER HAGERSTOWN RESCUE MISSION | |||||||
| 125 NORTH PROSPECT STREET | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | OPERATING EXPENSES | $300 | |
| JOSEPH T SIMPSON PUBLIC LIBRARY | |||||||
| 16 NORTH WALNUT STREET | MECHANICSBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $550 | |
| JOSHUA GROUP | |||||||
| 1442 MARKET STREET | HARRISBURG | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $5,800 | |
| BETHESDA MISSION | |||||||
| PO BOX 3041 | HARRISBURG | PA | 17105 | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 | |
| SPERENZA ANIMAL RESCUE | |||||||
| 1216 BRANDT ROAD | MECHANICSBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $400 | |
| PENNSYLVANIA STEAM ACADEMY CHARTER | |||||||
| 1500 NORTH THIRD STREET | HARRISBURG | PA | 17102 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | SCHOOL |
| OPERATION MEDICAL | |||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | PUBLIC CHARITY | OPERATING EXPENSES | $400 | |
| THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION | |||||||
| PO BOX 30 | YORK | PA | 17405 | PUBLIC CHARITY | OPERATING EXPENSES | $6,200 | OF YORK PA |
| GIRL SCOUTS IN THE HEART OF PA | |||||||
| 350 HALE AVENUE | HARRISBURG | PA | 17104 | PUBLIC CHARITY | OPERATING EXPENSES | $800 | |
| MIKE TILLEY NATION FOUNDATION | |||||||
| 1020 SILVER LAKE ROAD | LEWISBERRY | PA | 17339 | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 302 FOREST RESOURCES BUILDING | UNIVERSITY PARK | PA | 16802 | PUBLIC CHARITY | PENN STATE THON | $1,000 | |
| THE ERIE COMMUNITY FOUNDATION | |||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | PUBLIC CHARITY | PFEW | $15,695 | |
| AMERICAN CANCER SOCIETY | |||||||
| 2 LEMOYNE DR | LEMOYNE | PA | 17043 | PUBLIC CHARITY | OPERATING EXPENSES | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,595 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,875 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LeTort Group LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Bent Creek Blvd | AddressLine1Txt |
| City | Mechanicsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $81,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| BOY Book Value | $228,941 | BOYBookValueAmt |
| EOY Book Value | $227,277 | EOYBookValueAmt |
| EOYFMV | $258,231 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPARTMENT OF STATE ARTICLES O | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LeTort Group LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Bent Creek Blvd | AddressLine1Txt |
| City | Mechanicsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHOLDING ON DIV | CategoryTxt |
| Amt | $52 | Amt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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