ROGER HASSELMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROGER HASSELMAN FAMILY FOUNDATION (EIN 87-3580115)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-14
- IRS object ID
- 202341959349100404
- 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
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-14T07:00:25-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251669808 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clyde Ferraro & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Larsen Drive | AddressLine1Txt |
| City | DuBois | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873580115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASSELMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HASS | BusinessNameControlTxt |
| Phone | 8145940538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 EVERGREEN DRIVE | AddressLine1Txt |
| City | RIDGWAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA L HASSELMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA L | PersonFirstNm |
| Person Last | HASSELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | R LEO FERRARO CPA | PreparerPersonNm |
| PTIN | P00589043 | PTIN |
| Phone | 8143712141 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,818,853 | 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 | $51,813 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,106 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,106 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,729 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,729 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,729 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,100,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,916,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,100,580 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $950 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $950 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,179,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,127,365 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,835 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $13,009 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,009 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $13,009 | LegalFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,048 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,048 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $18,082 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $18,082 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,007,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,109,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,753 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $302,856 | CashEOYAmt |
| Cash EOYFMV | $302,856 | CashEOYFMVAmt |
| Other Investments BOY | $2,017,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,515,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,515,997 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,017,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,818,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,818,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,017,594 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,818,853 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,017,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,017,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,818,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,017,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,007,771 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,025,365 | SubtotalAmt |
| Other Decreases | $1,206,512 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| S & T BANK - S/T COVERED | D | 2022-01-01 | 2022-12-31 | $174,852 | $183,761 | -$8,909 | -$8,909 |
| S & T BANK - L/T COVERED | D | 2001-01-01 | 2022-12-31 | $1,740,214 | $631,674 | $1,108,540 | $1,108,540 |
| S & T BANK - L/T CAP GAIN DIST | D | 2001-01-01 | 2022-12-31 | $949 | $949 | $949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,100,580 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,909 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,419 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,419 | SubtotalAmt |
| Tax Based On Investment Income | $15,419 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $715 | EsPenaltyAmt |
| Tax Due | $16,134 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA L HASSELMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8145940538 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 EVERGREEN DRIVE | AddressLine1Txt |
| City | RIDGWAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15853 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA L HASSELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 EVERGREEN DRIVE | AddressLine1Txt |
| City | RIDGWAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,511,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,871,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,871,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,843,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,419 | TotalTaxAmt |
| Distributable Before Adj | $76,763 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,763 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,763 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,325 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $153,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,763 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,522 | UndistributedIncomePYAmt |
| Qualifying Distributions | $153,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,522 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,040 | RemainingDistriFromCorpusAmt |
| Total Corpus | $64,040 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $64,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $64,040 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA L HASSELMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 EVERGREEN DRIVE | AddressLine1Txt |
| City | RIDGWAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8145940538 | RecipientPhoneNum |
| Form And Info And Materials | LETTER, 501(C)3, ORGANIZATION, EXEMPT PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RIDGWAY FIRE DEPARTMENT | |||||||
| 30 N BROAD STREET | RIDGWAY | PA | 15853 | NONE | N/A | SUPPORT OF FRONT LINE WORKERS | $20,000 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | N/A | SUPPORT MEDICAL RESEARCH | $100,000 |
| ELKLAND SEARCH RESCUE | |||||||
| 1230 BRUSSELLES ST | ST MARYS | PA | 15857 | NONE | N/A | COMMUNITY ENRICHMENT | $3,000 |
| RIDGWAY AMBULANCE | |||||||
| 301 N BROAD ST | RIDGWAY | PA | 15853 | NONE | N/A | SUPPORT OF FRONT LINE WORKERS | $15,000 |
| RIDGWAY FREE LIBRARY | |||||||
| 329 CENTER ST | RIDGWAY | PA | 15853 | NONE | N/A | COMMUNITY ENRICHMENT | $10,325 |
| RIDGWAY POLICE | |||||||
| 108 MAIN ST | RIDGWAY | PA | 15853 | NONE | N/A | SUPPORT OF FRONT LINE WORKERS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,106 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,729 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $950 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,100,580 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,127,365 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,127,365 | 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 |
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 | PATRICIA L HASSELMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 EVERGREEN DRIVE | AddressLine1Txt |
| City | RIDGWAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $51,813 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $51,813 | FairMarketValueAmt |
| Received | 2022-10-24 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,009 | LegalFeesAmt |
| Net Investment Income | $13,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,009 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,206,512 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $950 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,048 | Amt |
| Net Investment Income | $5,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,048 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments