REESE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- REESE FOUNDATION (EIN 23-2349281)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-10-16
- IRS object ID
- 202342899349101004
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T10:00:42-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232349281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REESE FOUNDATION 47F055017 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REES | BusinessNameControlTxt |
| Phone | 7172912726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FULTON BANK NA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7172912726 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $4,067,424 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $132,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,109,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,321 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $871 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $871 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $144,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,808 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 Rev And Expnss | $371 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $371 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,191 | 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 Rev And Expnss | $1,571 | TravConfMeetingRevAndExpnssAmt |
| 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 |
| Tot Opr Expenses Rev And Expnss | $38,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,816 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,824 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $169,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $206,011 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,082,694 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,753,891 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,755,589 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,126,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,028,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,067,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,126,074 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,028,936 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,126,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,028,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,126,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,028,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,126,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,031,425 | SubtotalAmt |
| Other Decreases | $2,489 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,028,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (222 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2337.742 EDGEWOOD GROWTH FUND INSTL CL | 2020-03-31 | 2022-10-11 | $76,000 | $86,341 | -$10,341 | -$10,341 | |
| 765.228 EDGEWOOD GROWTH FUND INSTL CL | 2023-01-10 | 2023-03-02 | $25,650 | $25,000 | $650 | $650 | |
| 3017.749 EDGEWOOD GROWTH FUND INSTL CL | 2022-02-11 | 2023-03-02 | $101,155 | $118,381 | -$17,226 | -$17,226 | |
| 7. ADVANCE MICRO DEVICES INC | 2022-10-11 | 2023-01-25 | $523 | $401 | $122 | $122 | |
| 2. ALPHABET INC CLASS C | 2022-10-11 | 2022-11-01 | $184 | $198 | -$14 | -$14 | |
| 2. ALPHABET INC CLASS C | 2022-10-11 | 2023-03-31 | $208 | $198 | $10 | $10 | |
| 4. ALPHABET INC CLASS C | 2022-10-11 | 2023-04-27 | $433 | $396 | $37 | $37 | |
| 3. AMAZON.COM INC | 2022-10-11 | 2023-03-31 | $309 | $337 | -$28 | -$28 | |
| 15. AMAZON.COM INC | 2022-10-11 | 2023-05-26 | $1,808 | $1,687 | $121 | $121 | |
| 2. AMETEK INC | 2022-10-11 | 2023-04-11 | $274 | $232 | $42 | $42 | |
| 5. AMGEN INC | 2022-12-06 | 2023-05-03 | $1,166 | $1,416 | -$250 | -$250 | |
| 1. APPLE INC | 2022-10-11 | 2023-02-15 | $154 | $140 | $14 | $14 | |
| 4. APPLE INC | 2022-10-11 | 2023-03-31 | $659 | $559 | $100 | $100 | |
| 6. ARAMARK | 2022-10-11 | 2023-02-15 | $233 | $197 | $36 | $36 | |
| 27. ARAMARK | 2022-10-11 | 2023-03-31 | $963 | $885 | $78 | $78 | |
| 5. ARISTA NETWORKS INC | 2022-10-11 | 2022-11-15 | $654 | $538 | $116 | $116 | |
| 6. ARISTA NETWORKS INC | 2022-10-11 | 2023-01-17 | $689 | $645 | $44 | $44 | |
| 5. ATLASSIAN CORP PLC | 2022-10-11 | 2022-12-07 | $625 | $1,050 | -$425 | -$425 | |
| 22. BAKER HUGHES COMPANY | 2022-10-11 | 2023-02-21 | $661 | $492 | $169 | $169 | |
| 3. BLACKSTONE INC | 2022-10-11 | 2022-12-06 | $238 | $248 | -$10 | -$10 | |
| 4. BLACKSTONE INC | 2022-10-11 | 2023-03-14 | $344 | $330 | $14 | $14 | |
| 5. BUMBLE INC | 2022-10-11 | 2022-11-09 | $106 | $116 | -$10 | -$10 | |
| 10. BUMBLE INC | 2022-10-11 | 2023-01-10 | $214 | $233 | -$19 | -$19 | |
| 28. BUMBLE INC | 2022-10-11 | 2023-01-17 | $651 | $652 | -$1 | -$1 | |
| 2. BURLINGTON STORES INC | 2022-10-11 | 2023-03-31 | $404 | $234 | $170 | $170 | |
| 12. CARMAX INC | 2022-10-11 | 2022-12-20 | $694 | $762 | -$68 | -$68 | |
| 1. CATALENT INC | 2022-10-11 | 2022-10-28 | $66 | $73 | -$7 | -$7 | |
| 17. CATALENT INC | 2022-10-11 | 2022-11-15 | $817 | $1,249 | -$432 | -$432 | |
| 11. CENTENE CORP | 2022-10-11 | 2023-01-06 | $861 | $826 | $35 | $35 | |
| 2. CONFLUENT INC | 2022-10-11 | 2023-03-31 | $48 | $45 | $3 | $3 | |
| 1. CONSTELLATION BRANDS INC | 2022-10-11 | 2022-12-14 | $240 | $224 | $16 | $16 | |
| 1. CONSTELLATION BRANDS INC | 2022-10-11 | 2023-01-04 | $233 | $224 | $9 | $9 | |
| 2. CONSTELLATION BRANDS INC | 2022-10-11 | 2023-01-17 | $450 | $449 | $1 | $1 | |
| 4789.272 CREDIT SUISSE COMMODITY RETURN STRAT I SHS | 2022-04-01 | 2023-01-10 | $116,188 | $150,000 | -$33,812 | -$33,812 | |
| 2000.996 DIAMOND HILL LARGE CAP FD CL I | 2021-06-24 | 2022-06-13 | $59,570 | $70,000 | -$10,430 | -$10,430 | |
| 2544.518 DIAMOND HILL LARGE CAP FD CL I | 2020-02-28 | 2022-06-13 | $75,750 | $65,547 | $10,203 | $10,203 | |
| 2. EOG RESOURCES INC | 2022-10-11 | 2023-03-13 | $219 | $245 | -$26 | -$26 | |
| 1. ENTEGRIS INC COM | 2022-10-11 | 2023-03-31 | $82 | $77 | $5 | $5 | |
| 47. EXELIXIS INC | 2022-10-11 | 2023-01-17 | $763 | $717 | $46 | $46 | |
| 18727.518 FEDERATED STRAT VAL DIVID FD INSTL CL -662 | 2022-06-13 | 2023-03-02 | $107,309 | $112,365 | -$5,056 | -$5,056 | |
| 25655.567 FEDERATED STRAT VAL DIVID FD INSTL CL -662 | 2023-01-10 | 2023-03-02 | $147,006 | $151,607 | -$4,601 | -$4,601 | |
| 1. FIRST REPUBLIC BANK CA | 2022-10-11 | 2023-03-13 | $40 | $132 | -$92 | -$92 | |
| 7. FIRST REPUBLIC BANK CA | 2022-10-11 | 2023-03-14 | $264 | $925 | -$661 | -$661 | |
| 2. GLOBAL PAYMENTS INC | 2022-10-11 | 2023-02-15 | $234 | $215 | $19 | $19 | |
| 10. GLOBAL PAYMENTS INC | 2022-10-11 | 2023-03-08 | $1,088 | $1,075 | $13 | $13 | |
| 3. INGERSOLL RAND INC | 2022-10-11 | 2023-03-29 | $170 | $136 | $34 | $34 | |
| 2104.82 T ROWE PRICE INSTL LARGE CAP GRTH FD | 2020-03-31 | 2022-10-11 | $100,000 | $83,625 | $16,375 | $16,375 | |
| 1497.296 JOHCM INTERNATIONAL SELECT FD INSTL SHS | 2019-12-20 | 2022-09-23 | $26,607 | $30,452 | -$3,845 | -$3,845 | |
| 2. KEYSIGHT TECHNOLOGIES INC | 2022-10-11 | 2023-01-17 | $363 | $315 | $48 | $48 | |
| 1. ESTEE LAUDER COS INC CLASS A | 2022-10-11 | 2022-10-27 | $206 | $216 | -$10 | -$10 | |
| 1. ELI LILLY & CO | 2022-10-11 | 2023-02-16 | $330 | $327 | $3 | $3 | |
| 1. ELI LILLY & CO | 2022-10-11 | 2023-03-31 | $343 | $327 | $16 | $16 | |
| 3. MARVELL TECHNOLOGY INC | 2022-10-11 | 2023-03-31 | $129 | $116 | $13 | $13 | |
| 1. MASTERCARD INC CLASS A | 2022-10-11 | 2023-03-31 | $362 | $286 | $76 | $76 | |
| 1. MCKESSON CORPORATION | 2022-10-11 | 2023-01-19 | $379 | $353 | $26 | $26 | |
| 1. MCKESSON CORPORATION | 2022-10-11 | 2023-02-03 | $364 | $353 | $11 | $11 | |
| 3. MCKESSON CORPORATION | 2022-10-11 | 2023-02-07 | $1,089 | $1,060 | $29 | $29 | |
| 1. MICROSOFT CORP | 2022-10-11 | 2023-01-17 | $238 | $226 | $12 | $12 | |
| 5. MICROSOFT CORP | 2022-10-11 | 2023-02-24 | $1,243 | $1,132 | $111 | $111 | |
| 2. MICROSOFT CORP | 2022-10-11 | 2023-03-31 | $576 | $453 | $123 | $123 | |
| 1. NATERA INC | 2022-10-11 | 2023-03-31 | $55 | $40 | $15 | $15 | |
| 18. NATIONAL VISION HOLDINGS INC | 2022-10-11 | 2023-03-13 | $348 | $607 | -$259 | -$259 | |
| 6. NVIDIA CORP | 2022-10-11 | 2023-05-26 | $2,330 | $688 | $1,642 | $1,642 | |
| 2. QUALCOMM INC | 2022-10-11 | 2022-10-14 | $221 | $219 | $2 | $2 | |
| 2. QUALCOMM INC | 2022-10-11 | 2023-04-18 | $235 | $219 | $16 | $16 | |
| 2. QUANTA SERVICES INC | 2022-10-11 | 2023-01-26 | $298 | $261 | $37 | $37 | |
| 1. QUANTA SERVICES INC | 2022-10-11 | 2023-03-31 | $166 | $130 | $36 | $36 | |
| 2. QUANTA SERVICES INC | 2022-10-11 | 2023-04-26 | $328 | $261 | $67 | $67 | |
| 11552.602 T ROWE PRICE INSTL FLOATING RATE FD | 2021-07-28 | 2022-09-23 | $106,168 | $112,802 | -$6,634 | -$6,634 | |
| 1. S&P GLOBAL INC | 2022-10-11 | 2023-03-31 | $344 | $295 | $49 | $49 | |
| 3. SVB FINANCIAL GROUP | 2022-10-11 | 2023-03-28 | $1 | $1,005 | -$1,004 | -$1,004 | |
| 2. CHARLES SCHWAB CORP | 2022-10-11 | 2022-10-19 | $137 | $144 | -$7 | -$7 | |
| 4. CHARLES SCHWAB CORP | 2022-10-11 | 2023-02-24 | $321 | $288 | $33 | $33 | |
| 4. CHARLES SCHWAB CORP | 2022-10-11 | 2023-03-08 | $305 | $288 | $17 | $17 | |
| 4. CHARLES SCHWAB CORP | 2022-10-11 | 2023-03-13 | $215 | $288 | -$73 | -$73 | |
| 7. CHARLES SCHWAB CORP | 2022-10-11 | 2023-03-14 | $393 | $504 | -$111 | -$111 | |
| 14. CHARLES SCHWAB CORP | 2022-10-11 | 2023-03-20 | $821 | $1,008 | -$187 | -$187 | |
| 1. SOLAREDGE TECH INC | 2022-10-11 | 2023-03-13 | $317 | $205 | $112 | $112 | |
| 1. SOLAREDGE TECH INC | 2022-10-11 | 2023-04-04 | $293 | $205 | $88 | $88 | |
| 3. SYNOPSYS INC | 2022-10-11 | 2023-03-28 | $1,112 | $847 | $265 | $265 | |
| 7. TAKE-TWO INTERACTIVE SOFTWARE INC | 2022-10-11 | 2022-12-20 | $689 | $807 | -$118 | -$118 | |
| 2. TESLA INC | 2022-10-11 | 2022-10-19 | $443 | $447 | -$4 | -$4 | |
| 2. TESLA INC | 2022-10-11 | 2022-11-09 | $364 | $447 | -$83 | -$83 | |
| 3. TESLA INC | 2022-10-11 | 2022-11-30 | $571 | $671 | -$100 | -$100 | |
| 2. TESLA INC | 2022-10-11 | 2022-12-14 | $319 | $447 | -$128 | -$128 | |
| 1. TESLA INC | 2022-10-11 | 2023-03-31 | $206 | $224 | -$18 | -$18 | |
| 1. THERMO FISHER SCIENTIFIC INC | 2022-10-11 | 2023-04-05 | $577 | $501 | $76 | $76 | |
| 1. TORO CO | 2022-10-11 | 2023-02-15 | $112 | $96 | $16 | $16 | |
| 750.045 UMB VALUE FD CL L -1368 | 2019-12-20 | 2023-04-21 | $56,298 | $47,193 | $9,105 | $9,105 | |
| 1. UNITEDHEALTH GRP INC 91911K102 | 2022-10-11 | 2022-11-15 | $502 | $502 | |||
| 1. UNITEDHEALTH GRP INC 91911K102 | 2022-10-11 | 2023-02-07 | $472 | $502 | -$30 | -$30 | |
| 1. UNITEDHEALTH GRP INC 91911K102 | 2022-10-11 | 2023-03-31 | $472 | $502 | -$30 | -$30 | |
| 3. WOLFSPEED INC | 2022-10-11 | 2023-03-31 | $195 | $310 | -$115 | -$115 | |
| 9. WOLFSPEED INC | 2022-10-11 | 2023-05-05 | $356 | $930 | -$574 | -$574 | |
| 1. ZEBRA TECHNOLOGIES CORP | 2022-10-11 | 2023-03-31 | $318 | $254 | $64 | $64 | |
| 5. ZSCALER INC | 2022-10-11 | 2023-01-17 | $532 | $742 | -$210 | -$210 | |
| 3. ZOOM VIDEO COMMUNICATIONS INC | 2022-10-11 | 2023-03-07 | $211 | $220 | -$9 | -$9 | |
| 15. ZOOM VIDEO COMMUNICATIONS INC | 2022-10-11 | 2023-04-27 | $927 | $1,102 | -$175 | -$175 | |
| 13. HORIZON THERAPEUTICS PLC | 2022-10-11 | 2023-01-09 | $1,471 | $839 | $632 | $632 | |
| 15. HORIZON THERAPEUTICS PLC | 2022-11-07 | 2023-01-17 | $1,696 | $1,036 | $660 | $660 | |
| 2. JAZZ PHARMACEUTICALS PLC | 2022-10-11 | 2022-12-02 | $313 | $270 | $43 | $43 | |
| 8. JAZZ PHARMACEUTICALS PLC | 2022-10-11 | 2023-02-16 | $1,188 | $1,080 | $108 | $108 | |
| 1. TRANE TECHS PLC | 2022-10-11 | 2023-03-29 | $185 | $148 | $37 | $37 | |
| 2. TRANE TECHS PLC | 2022-10-11 | 2023-04-06 | $342 | $296 | $46 | $46 | |
| 2. TRANE TECHS PLC | 2022-10-11 | 2023-05-30 | $333 | $296 | $37 | $37 | |
| 3. GLOBANT SA UNSPON | 2022-10-11 | 2023-03-24 | $461 | $508 | -$47 | -$47 | |
| 4. GLOBANT SA UNSPON | 2022-10-11 | 2023-03-28 | $623 | $678 | -$55 | -$55 | |
| 3. ROYAL CARIBBEAN CRUISES LTD | 2022-10-11 | 2022-11-09 | $159 | $121 | $38 | $38 | |
| 3. ROYAL CARIBBEAN CRUISES LTD | 2022-10-11 | 2023-02-15 | $225 | $121 | $104 | $104 | |
| 2. ROYAL CARIBBEAN CRUISES LTD | 2022-10-11 | 2023-03-14 | $129 | $80 | $49 | $49 | |
| 10. ROYAL CARIBBEAN CRUISES LTD | 2022-10-11 | 2023-03-24 | $609 | $402 | $207 | $207 | |
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,105 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,610 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,610 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,610 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,490 | OverpaymentAmt |
| Applied To ES Tax | $4,490 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172912726 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | 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 | Yes (true) | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FULTON BANK N A | ||||||
| PO BOX 3215 | LANCASTER | PA | 176043215 | CO-TRUSTEE | 10 | $26,808 |
| I PHILIP REESE D O | ||||||
| 110 UNICOI COURT | LEESBURG | GA | 31763 | CO-TRUSTEE | 1 | $0 |
| KIM SELDOMRIDGE | ||||||
| 312 N HOMESTEAD DRIVE | LANDISVILLE | PA | 17538 | CO-TRUSTEE | 1 | $0 |
| ETHAN REESE | ||||||
| 226 N HOLLYWOOD WAY | BURBANK | CA | 91505 | CO-TRUSTEE | 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 | $3,956,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,091,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,091,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,030,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,610 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,610 | TotalTaxAmt |
| Distributable Before Adj | $199,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,000 | 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 | $200,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,404 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,404 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $15,321 | ExcessFromYear1Amt |
| Excess From Current Year | $83 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FULTON BANK NA ATTN FRANCIS CLEM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6109188835 | RecipientPhoneNum |
| Recipient Email Address | FClementi@fultonbank.com | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS SHOULD INCLUDE A DESCRIPTION OF THE ORG., ITS MISSION, GRANT AMOUNT, DESCRIPTION OF PROJECT, IRS DETERMINATION LETTER, FINANCIAL STATEMENTS, AND A LIST OF THE ORGS DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO CHRISTIAN SOCIAL SERVICE ORGANIZATIONS AND CHRISTIAN SEMINARIES LOCATED IN SOUTH CENTRAL PENNSYLVANIA AND NORTHERN TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MOVIEGUIDE-GOOD NEWS COMMUNICATIONS | ||||||||
| ATTN DR TED BAEHR | 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | N/A | PC | GENERAL PURPOSES | $20,000 |
| SALVATION ARMY OF LANCASTER | ||||||||
| 131 SOUTH QUEEN STREET | LANCASTER | PA | 17603 | N/A | PC | VACATION BIBLE SCHOOL & | $12,000 | |
| LANCASTER BIBLE COLLEGE | ||||||||
| 901 EDEN ROAD | LANCASTER | PA | 176015036 | N/A | PC | TECHNOLOGY IMPROVEMENTS | $15,000 | |
| LANCASTER COUNTY CHRISTIAN SCHOOL | ||||||||
| 2390 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | N/A | PC | GENERAL PURPOSES | $5,000 | |
| BIBLE VISUALS INTERNATIONAL INC | ||||||||
| ATTN LEE BROOKS | 650 MAIN STREET | AKRON | PA | 17501 | N/A | PC | PROGRAM FUNDING | $5,000 |
| CHRIST'S HOME FOR CHILDREN | ||||||||
| 800 NORTH YORK ROAD | WARMINSTER | PA | 18974 | N/A | PC | OPERATIONS | $12,000 | |
| WESTMINSTER PRESBYTERIAN CHURCH | ||||||||
| 2151 OREGON PIKE | LANCASTER | PA | 176014604 | N/A | PC | ESL PROGRAM & REFUGEE | $50,000 | |
| CENTER FOR PARENTYOUTH | ||||||||
| UNDERSTANDING | PO BOX 414 | ELIZABETHTOWN | PA | 17022 | N/A | PC | RADIO PROGRAM | $15,000 |
| WATER STREET MINISTRIES | ||||||||
| 210 SOUTH PRINCE STREET | LANCASTER | PA | 176047267 | N/A | PC | BUILDING UPDATE & REPAIRS | $17,000 | |
| NORTH STAR INITIATIVE | ||||||||
| PO BOX 104 | STRASBURG | PA | 17579 | N/A | PC | HARBOR PROGRAM | $17,500 | |
| ACADEMY 4 | ||||||||
| 685 JOHN B SIAS MEMORIAL PKWY STE21 | FORT WORTH | TX | 76134 | N/A | PC | GENERAL PURPOSES | $7,500 | |
| THE WELL COMMUNITY | ||||||||
| 125 SUNSET AVENUE | DALLAS | TX | 75208 | N/A | PC | OPERATIONS | $5,000 | |
| EXODUS MINISTRIES | ||||||||
| 4630 MUNGER AVENUE | DALLAS | TX | 75204 | N/A | PC | OPERATIONS | $4,000 | |
| FRIENDS IN ACTION INTERNATIONAL | ||||||||
| PO BOX 323 | ELIZABETHTOWN | PA | 17022 | N/A | PC | OPERATIONS | $5,000 | |
| MANHEIM TOWNSHIP BIBLE 2 SCHOOL | ||||||||
| ATTN GWEN MARINARO | 2151 OREGON PIKE | LANCASTER | PA | 17601 | N/A | PC | PROGRAM FUNDING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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 | $132,994 | 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 | $10,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED MUTUAL FD | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,186 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP STOCKS - SEE ATTACHED | StockNm |
| EOY Book Value | $169,221 | EOYBookValueAmt |
| EOYFMV | $206,011 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,753,891 | BookValueAmt |
| EOYFMV | $3,755,589 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT MUTUAL FUNDS RECEIPT/DISBURSEMENT | Desc |
| Amt | $2,489 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED MUTUAL FD FEES | Desc |
| Revenue And Expenses Per Books | $871 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $871 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $371 | Amt |
| Net Investment Income | $371 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6 | $6 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,794 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,100 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,130 | $1,130 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $55 | $55 | $0 |
Comments