THE ROYER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE ROYER FAMILY CHARITABLE FOUNDATION (EIN 94-3447665)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202341299349104819
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T16:01:17-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260006710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIFT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11205 MANOR DRIVE SUITE 100AddressLine1Txt
CityMECHANICSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17055ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943447665EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROYER FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROYEBusinessNameControlTxt
Phone7174131448PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11204 EMPIRE CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA R FUCHSPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone7175122924PhoneNum
Signature2023-05-04SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstREBECCA RPersonFirstNm
Person LastFUCHSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J BRUZGA CPAPreparerPersonNm
PTINP00354532PTIN
Phone7177663555PhoneNum
Preparation2023-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,063,469FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,327ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$107,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$107,757DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$246,186NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$360,374GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$246,186CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$404,270TotalRevAndExpnssAmt
Total Net Invst Incm$353,943TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$30,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$30,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,267AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$8,079TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,857TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$266OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$42,469TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$469,018ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$469,018ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$511,487TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$499,018TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$107,217ExcessRevenueOverExpensesAmt
Net Investment Income$353,943NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,493SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,333SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,333SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,667,372OtherInvestmentsBOYAmt
Other Investments EOY$2,561,315OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,030,136OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,701,865TotalAssetsBOYAmt
Total Assets EOY$2,594,648TotalAssetsEOYAmt
Total Assets EOYFMV$7,063,469TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,701,865RetainedEarningBOYAmt
Retained Earning EOY$2,594,648RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,701,865TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,594,648TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,701,865TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,594,648TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,701,865TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$107,217ExcessRevenueOverExpensesAmt
Subtotal$2,594,648SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,594,648TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD HEALTH CARE ETFP2013-01-102022-10-31$42,458$13,164$29,294$29,294
VANGUARD DIV APPREC ETFP2010-11-262022-10-31$29,732$10,114$19,618$19,618
VANGUARD MATERIALS ETFP2010-01-012022-10-31$81,313$32,508$48,805$48,805
VANGUARD MID CAP ETFP2006-05-312022-10-31$102,120$33,650$68,470$68,470
VANGUARD TTL STK MKT ETFP2010-01-012022-11-09$104,751$24,752$79,999$79,999
FieldValueIRS element (for citing)
Capital Gain Net Income$246,186CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,920InvestmentIncomeExciseTaxAmt
Subtotal$4,920SubtotalAmt
Tax Based On Investment Income$4,920TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,600TotalPaymentsAndCreditsAmt
Overpayment$1,680OverpaymentAmt
Applied To ES Tax$1,680AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksREBECCA R FUCHSIndividualWithBooksNm
Phone7174131448PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11204 EMPIRE CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176011658ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H ROYER
2324 SOUTH GILINGER ROADLAFAYETTE HILLSPA19444VICE-PRES FI4.00$9,950$0$0
REBECCA R FUCHS
1204 EMPIRE CIRCLELANCASTERPA176011658PRESIDENT/TR4.00$10,400$0$0
JONATHAN ROYER
6 TRUFFLE GLEN RDMECHANICSBURGPA17050AUDIT COMMIT1.00$2,850$0$0
MARGARET HASTINGS
353 HARVARD ROADSTOWMA01775SECRETARY1.00$5,000$0$0
HALEY ROYER
3245 VIRGINIA ST APT 45MIAMIFL33133DIRECTOR1.00$1,800$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,888,448AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,980AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,939,428TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,939,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$119,091CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,820,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$391,017MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$391,017MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,920TaxBasedOnInvestmentIncomeAmt
Total Tax$4,920TotalTaxAmt
Distributable Before Adj$386,097DistributableBeforeAdjAmt
Distributable Before Ded$386,097DistributableBeforeDedAmt
Distributable As Adjusted$386,097DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$499,018ExpensesAndContributionsAmt
Qualifying Distributions$499,018QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$386,097DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$30,946ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$112,943ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$120,390ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$120,927ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$202,031ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$587,237TotalExcessDistributionCyovAmt
Qualifying Distributions$499,018QualifyingDistributionsAmt
Applied To Current Year$386,097AppliedToCurrentYearAmt
Remaining Distri From Corpus$112,921RemainingDistriFromCorpusAmt
Total Corpus$700,158TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$30,946ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$669,212ExcessDistriCyovToNextYrAmt
Excess From Year4$112,943ExcessFromYear4Amt
Excess From Year3$120,390ExcessFromYear3Amt
Excess From Year2$120,927ExcessFromYear2Amt
Excess From Year1$202,031ExcessFromYear1Amt
Excess From Current Year$112,921ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH R ROYERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
ARMS AROUND AFRICA
121 WEST BROADWAYRED LIONPA173562103N/ANONECOMMUNITY & RURAL DEVELOP WORK$46,541
BRETHREN HOUSING ASSOCIATION
219 HUMMEL STREETHARRISBURGPA17104N/ANONEPRGRM FOR HOMELESS TO SELF-SUFFICIEN$25,000
CHURCH OF THE BRETHREN
1451 DUNDEE AVENUEELGINIL60120N/ANONEFOR MEDICAL CLINICS & COMM DEV PROJS$135,000
FOUND IN TRANSLATION
649 MASSACHUSETTS AVENUECAMBRIDGEMA02139N/ANONESUPPORT FOR IMMIGRANT TRAIN. & EDUC.$55,000
HORIZONS PROGRAM
725 HAMILTON ROADLANCASTERPA17601N/ANONESUMMER PRGRM FOR LOW-INCOME CHILDREN$20,000
REFUGE PLACE INTERNATIONAL
N/ANONEHEALTH CARE TO PEOPLE OF LIBERIA$130,000SMYTH ROADMONROVIALI
FAITH HEALING DEVELOPMNT ORG
N/ANONEPURCHASE OF FOOD FOR WOMEN & CHILDRN$45,6876 WALNSLEY BERRY STREETFREETOWNSL
AFCAIDS
1520 GREENING LANEHARRISBURGPA17110N/ANONEFOOD-PRODUCING GARDEN IN AFRICA$5,790
DOMESTIC VIOLENCE SERVICES
PO BOX 1039CARLISLEPA17013N/ANONEASSIST VICTIMS OF DOMESTIC VIOLENCE$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$469,018TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$107,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$246,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$353,943ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$353,943TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKENNETH R ROYERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11526 OAK STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17042ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,327TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,267Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD MUTUAL FUNDS, ETFS & STOCKSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,561,315BookValueAmt
EOYFMV$7,030,136EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE$266

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF EXCISE TAXCategoryTxt
Amt$8,079Amt

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