LETORT TRUST FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LETORT TRUST FOUNDATION (EIN 45-3582341)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-10
IRS object ID
202303149349101915
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)
Return2023-11-10T12:00:41-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453582341EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ATGOOTH FOUNDATION 600001010BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlATGOBusinessNameControlTxt
Phone7177617626PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 MORNINGSIDE DRIVEAddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA LAUCHLEPersonNm
Person TitleTreasurerPersonTitleTxt
Phone7177617626PhoneNum
Signature2023-11-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$233,618FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,698DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,801DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$956NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,112GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$956CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$105,654TotalRevAndExpnssAmt
Total Net Invst Incm$5,757TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$404TaxesRevAndExpnssAmt
Taxes Net Invst Incm$59TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$404TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,775ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,775ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,179TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$83,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,475ExcessRevenueOverExpensesAmt
Net Investment Income$5,698NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,574SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,139SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$198,031OtherAssetsBOYAmt
Other Assets EOY$228,941OtherAssetsEOYAmt
Other Assets EOYFMV$232,479OtherAssetsEOYFMVAmt
Total Assets BOY$208,605TotalAssetsBOYAmt
Total Assets EOY$230,080TotalAssetsEOYAmt
Total Assets EOYFMV$233,618TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$208,605RetainedEarningBOYAmt
Retained Earning EOY$230,080RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$208,605TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$230,080TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$208,605TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$230,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$208,605TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,475ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$230,080SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$230,080TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1.958 BAIRD SHORT TERM BOND BSBIX2021-09-282022-03-28$18$19-$1-$1
.907 BLACKROCK STRAT INC OPP BSIKX2021-09-282022-03-28$9$9
.104 DFA EMERGING MKTS CORE DFCEX2021-09-282022-03-28$3$3
.444 DAVIS NY VENTURE DNVYX2021-09-282022-03-28$13$15-$2-$2
.056 FIDELITY 500 INDEX INST PREM FUND FXAIX2022-01-032022-03-28$9$9
1.556 FIDELITY CONSERVATIVE INC BOND FCNVX2021-09-282022-03-28$16$16
1.551 COHO RELATIVE VALUE EQUITY COHOX2022-01-032022-03-28$27$27
2.285 NUANCE MID CAP VALUE Z NMVZX2021-11-172022-03-28$32$35-$3-$3
.325 PIMCO ALL ASSET PAAIX2021-09-282022-03-28$4$4
.786 BOSTON PARTNERS S/C VALUE 2-INST BPSIX2021-09-282022-03-28$24$25-$1-$1
.234 VANGUARD SMALL CAP VALUE INDEX VSIAX2022-01-032022-03-28$18$18
.478 VANGUARD SHORT TERM INV GRADE VFSUX2021-09-282022-03-28$5$5
1.7 VANGUARD SHORT TERM FED VSGDX2021-09-282022-03-28$18$19-$1-$1
.459 VANGUARD VALUE INDEX ADMIRAL VVIAX2022-01-032022-03-28$27$26$1$1
7.804 BAIRD SHORT TERM BOND BSBIX2021-09-282022-06-28$73$77-$4-$4
3.98 BLACKROCK STRAT INC OPP BSIKX2021-09-282022-06-28$38$41-$3-$3
.988 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX2021-09-282022-06-28$15$17-$2-$2
1.771 DODGE & COX INCOME DODIX2021-09-282022-06-28$22$25-$3-$3
2.827 FIDELITY CONSERVATIVE INC BOND FCNVX2021-09-282022-06-28$28$28
.789 COHO RELATIVE VALUE EQUITY COHOX2022-01-032022-06-28$12$14-$2-$2
1.315 NUANCE MID CAP VALUE Z NMVZX2021-11-172022-06-28$17$20-$3-$3
3.269 VANGUARD TOTAL BOND MARKET VBTLX2021-09-282022-06-28$32$37-$5-$5
10.463 VANGUARD SHORT TERM INV GRADE VFSUX2021-09-282022-06-28$105$114-$9-$9
6.903 VANGUARD SHORT TERM FED VSGDX2021-09-282022-06-28$71$75-$4-$4
157.336 BAIRD SHORT TERM BOND BSBIX2021-02-232022-07-05$1,474$1,561-$87-$87
83.449 BLACKROCK STRAT INC OPP BSIKX2021-02-232022-07-05$792$870-$78-$78
23.55 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX2021-06-172022-07-05$341$423-$82-$82
50.726 DODGE & COX INCOME DODIX2021-02-232022-07-05$642$733-$91-$91
24.786 COHO RELATIVE VALUE EQUITY COHOX2021-06-172022-07-05$390$408-$18-$18
43.026 NUANCE MID CAP VALUE Z NMVZX2021-11-172022-07-05$557$663-$106-$106
8.217 PIMCO ALL ASSET PAAIX2021-06-172022-07-05$90$109-$19-$19
102.559 VANGUARD TOTAL BOND MARKET VBTLX2021-02-232022-07-05$1,026$1,162-$136-$136
224.904 VANGUARD SHORT TERM INV GRADE VFSUX2021-02-232022-07-05$2,278$2,474-$196-$196
144.484 VANGUARD SHORT TERM FED VSGDX2021-02-232022-07-05$1,501$1,591-$90-$90
2.683 VANGUARD VALUE INDEX ADMIRAL VVIAX2021-06-242022-07-05$138$142-$4-$4
30.825 FIDELITY CONSERVATIVE INC BOND FCNVX2022-01-032022-07-13$307$310-$3-$3
500.5 FIDELITY CONSERVATIVE INC BOND FCNVX2021-02-232022-09-23$5,000$5,035-$35-$35
6.553 BAIRD SHORT TERM BOND BSBIX2021-09-282022-09-29$60$65-$5-$5
2.05 BAIRD MIDCAP FUND BMDIX2021-09-282022-09-29$43$67-$24-$24
3.516 BLACKROCK STRAT INC OPP BSIKX2021-09-282022-09-29$33$36-$3-$3
2.158 DODGE & COX INCOME DODIX2021-09-282022-09-29$26$31-$5-$5
.512 FMI LARGE CAP INST FMIQX2021-09-282022-09-29$8$11-$3-$3
.731 FIDELITY 500 INDEX INST PREM FUND FXAIX2021-09-282022-09-29$93$111-$18-$18
1.005 JP MORGAN SM CAP GROWTH JISGX2021-09-282022-09-29$18$29-$11-$11
1.607 COHO RELATIVE VALUE EQUITY COHOX2021-09-282022-09-29$24$28-$4-$4
.315 PIMCO ALL ASSET PAAIX2021-09-282022-09-29$3$4-$1-$1
.497 BOSTON PARTNERS S/C VALUE 2-INST BPSIX2021-09-282022-09-29$12$16-$4-$4
4.165 VANGUARD TOTAL BOND MARKET VBTLX2021-09-282022-09-29$39$47-$8-$8
.216 VANGUARD SMALL CAP VALUE INDEX VSIAX2021-09-282022-09-29$13$16-$3-$3
9.402 VANGUARD SHORT TERM INV GRADE VFSUX2021-09-282022-09-29$93$103-$10-$10
5.378 VANGUARD SHORT TERM FED VSGDX2021-09-282022-09-29$54$59-$5-$5
.223 VANGUARD VALUE INDEX ADMIRAL VVIAX2021-09-282022-09-29$11$12-$1-$1
1.17 VANGUARD MID CAP INDEX VMCIX2021-09-282022-09-29$61$77-$16-$16
.317 VANGUARD SMALL CAP INDEX VSCIX2021-09-282022-09-29$26$34-$8-$8
400.802 FIDELITY CONSERVATIVE INC BOND FCNVX2021-02-232022-11-29$4,000$4,032-$32-$32
31.005 ARTISAN INTERNATIONAL FUND ADVISOR APDIX2021-06-172022-12-05$750$1,110-$360-$360
34.707 BAIRD SHORT TERM BOND BSBIX2021-02-232022-12-05$320$344-$24-$24
26.954 BAIRD MIDCAP FUND BMDIX2021-06-172022-12-05$600$792-$192-$192
23.555 BLACKROCK STRAT INC OPP BSIKX2021-02-232022-12-05$220$245-$25-$25
39.951 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX2021-02-232022-12-05$650$656-$6-$6
8.704 DFA EMERGING MKTS CORE DFCEX2021-06-302022-12-05$180$234-$54-$54
20.391 DAVIS NY VENTURE DNVYX2021-06-242022-12-05$490$740-$250-$250
17.742 DODGE & COX INCOME DODIX2021-02-232022-12-05$220$256-$36-$36
29.291 FMI LARGE CAP INST FMIQX2021-06-172022-12-05$500$604-$104-$104
24.075 FIDELITY 500 INDEX INST PREM FUND FXAIX2021-10-042022-12-05$3,350$3,350
37.007 FIDELITY TOTAL INTL INDEX FTIHX2021-06-172022-12-05$450$545-$95-$95
10.37 JP MORGAN SM CAP GROWTH JISGX2021-06-172022-12-05$185$309-$124-$124
37.198 COHO RELATIVE VALUE EQUITY COHOX2021-11-172022-12-05$600$615-$15-$15
28.571 NUANCE MID CAP VALUE Z NMVZX2021-11-172022-12-05$380$440-$60-$60
15.723 PIMCO ALL ASSET PAAIX2021-06-172022-12-05$175$207-$32-$32
17.934 BOSTON PARTNERS S/C VALUE 2-INST BPSIX2020-12-102022-12-05$500$455$45$45
23.933 VANGUARD TOTAL BOND MARKET VBTLX2021-02-232022-12-05$230$271-$41-$41
5.647 VANGUARD SMALL CAP VALUE INDEX VSIAX2021-09-242022-12-05$400$338$62$62
55.221 VANGUARD SHORT TERM INV GRADE VFSUX2021-02-232022-12-05$550$607-$57-$57
24.826 VANGUARD SHORT TERM FED VSGDX2021-02-232022-12-05$250$273-$23-$23
6.696 VANGUARD VALUE INDEX ADMIRAL VVIAX2021-09-232022-12-05$375$332$43$43
30.183 VANGUARD MID CAP INDEX VMCIX2021-09-232022-12-05$1,750$1,883-$133-$133
6.544 VANGUARD SMALL CAP INDEX VSCIX2021-09-232022-12-05$600$611-$11-$11
147.603 FIDELITY CONSERVATIVE INC BOND FCNVX2022-12-052022-12-29$1,476$1,475$1$1
52.397 FIDELITY CONSERVATIVE INC BOND FCNVX2021-02-232022-12-29$524$527-$3-$3
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
CAPITAL GAIN DIVIDENDS$3,598P
FieldValueIRS element (for citing)
Capital Gain Net Income$956CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$79InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$79SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$175EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$175TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$96OverpaymentAmt
Applied To ES Tax$96AppliedToESTaxAmt
Refund$0RefundAmt

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
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 BooksDANIEL EICHELBERGERIndividualWithBooksNm
Phone7177617626PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13130 MORNINGSIDE DRIVEAddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Daniel Eichelberger
3130 Morningside DriveCamp HillPA17011President1$0
Katie Clarke
3130 Morningside DriveCamp HillPA17011Secretary1$0
Patricia Lauchle
3130 Morningside DriveCamp HillPA17011Treasurer1$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$252,954AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,072AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$278,026TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$278,026AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,170CashDeemedCharitableAmt
Net Vl Noncharitable Assets$273,856NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Total Tax$79TotalTaxAmt
Distributable Before Adj$13,614DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,614DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,614DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$83,775QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,614DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$54,171ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$83,227ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$63,001ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$75,645ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$95,956ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$372,000TotalExcessDistributionCyovAmt
Qualifying Distributions$83,775QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,614AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,161RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$442,161TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$54,171ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$387,990ExcessDistriCyovToNextYrAmt
Excess From Year4$83,227ExcessFromYear4Amt
Excess From Year3$63,001ExcessFromYear3Amt
Excess From Year2$75,645ExcessFromYear2Amt
Excess From Year1$95,956ExcessFromYear1Amt
Excess From Current Year$70,161ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDaniel EichelbergerRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13130 Morningside DriveAddressLine1Txt
CityCamp HillCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7177617626RecipientPhoneNum
Form And Info And MaterialsNo prescribed application processFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNo particular restrictionsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
Harrisburg CREDC
3211 N FRONT STREETHarrisburgPA17110PUBLIC CHARITYOPERATING EXPENSES$3,500
American Heart Association
610 COMMUNITY WAYLancasterPA17603PUBLIC CHARITYOPERATING EXPENSES$250
Central Pennsylvania Food Bank
3908 COREY ROADHarrisburgPA17109PUBLIC CHARITYOPERATING EXPENSES$5,000
Cranberry Township Community Chest
2525 ROCHESTER ROAD SUITE 450Cranberry TownshipPA16066PUBLIC CHARITYCRANBERRY COMMUNITY DAYS$1,500
Harrisburg University
326 MARKET STREETHarrisburgPA17101PUBLIC CHARITYOPERATING EXPENSES$5,000
Junior Achievement of South Central PA
2420 GELMAN LANE 100LancasterPA17602PUBLIC CHARITYOPERATING EXPENSES$15,000
Leadership Harrisburg Area
3211 NORTH FRONT STREETHarrisburgPA17110PUBLIC CHARITYOPERATING EXPENSES$2,500
HOKAFI
PO BOX 311MechanicsburgPA17055PUBLIC CHARITYOPERATING EXPENSES$400
YWCA of Greater Harrisburg
1101 MARKET STREETHarrisburgPA17013PUBLIC CHARITYOPERATING EXPENSES$5,700
The Erie Community Foundation
459 WEST 6TH STREETEriePA16507PUBLIC CHARITYPFEW$15,625
Eagle Foundation
6746 CARLISLE PIKEMechanicsburgPA17050PUBLIC CHARITYOPERATING EXPENSES$1,200
Dillsburg Public Library
15 S BALTIMORE STREETDillsburgPA17019PUBLIC CHARITYOPERATING EXPENSES$400
Open Stage of Harrisburg
223 WALNUT STREETHarrisburgPA17101PUBLIC CHARITYOPERATING EXPENSES$1,000
Community Check Up Center
38C HALL MANORHarrisburgPA17104PUBLIC CHARITYOPERATING EXPENSES$600
Four Diamonds Fund
PO BOX 852HersheyPA17033PUBLIC CHARITYOPERATING EXPENSES$1,000
Joseph T Simpson Public Library
16 NORTH WALNUT STREETMechanicsburgPA17055PUBLIC CHARITYOPERATING EXPENSES$950
Joshua Group
1442 MARKET STREETHarrisburgPA17013PUBLIC CHARITYOPERATING EXPENSES$5,600
Bethesda Mission
PO BOX 3041HarrisburgPA17105PUBLIC CHARITYOPERATING EXPENSES$600
Mountain Side Congregation
4331 RODKEY ROADHarrisburgPA17110PUBLIC CHARITYOPERATING EXPENSES$1,200Kingdom Hall of Jehovah's Witnesses
Pennsylvania Wounded Warriors Inc
1117 COUNTRY CLUB ROADCamp HillPA17011PUBLIC CHARITYOPERATING EXPENSES$700
Speranza Animal Rescue
1216 BRANDT ROADMechanicsburgPA17055PUBLIC CHARITYOPERATING EXPENSES$500
United Way of the Capital Region
2235 MILLENNIUM WAYEnolaPA17025PUBLIC CHARITYOPERATING EXPENSES$500
Hospice of Central PA
DEVELOPMENT DEPARTMENTHarrisburgPA17110PUBLIC CHARITYOPERATING EXPENSES$400
ALS Association Western Pennsylvania
416 LINCOLN AVENUEMillvalePA15209PUBLIC CHARITYOPERATING EXPENSES$1,000Chapter
Pennsylvania Steam Academy Charter
1500 NORTH THIRD STREETHarrisburgPA17102PUBLIC CHARITYOPERATING EXPENSES$5,100School
United Way Worldwide
PO BOX 418607BostonMA02241PUBLIC CHARITYOPERATING EXPENSES$2,500
Revived Soldiers Ukraine
110 DREW COURTStatlineNV89449PUBLIC CHARITYOPERATING EXPENSES$2,500
Operation Medical
44 HERSHA DRIVEHarrisburgPA17102PUBLIC CHARITYOPERATING EXPENSES$500
The Young Women's Christian Association
PO BOX 30YorkPA17405PUBLIC CHARITYACCESS YORK$1,000of York PA
Colorectal Cancer Alliance
1025 VERMONT AVE NWWashington DCDC20005PUBLIC CHARITYOPERATING EXPENSES$250
Girl Scouts in the Heart of PA
350 HALE AVENUEHarrisburgPA17104PUBLIC CHARITYOPERATING EXPENSES$600
Bethany House of Cumberland County Inc
550 PETERSBURG ROADCarlislePA17015PUBLIC CHARITYOPERATING EXPENSES$300
Shalom House
9 SOUTH 15TH STREETHarrisburgPA17104PUBLIC CHARITYOPERATING EXPENSES$500
United Way of Pennsylvania
20 ERFORD RD STE 215LemoynePA17043PUBLIC CHARITYOPERATING EXPENSES$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,775TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,698ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$956ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,654ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,654TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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 PersonLeTort Group LLCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13130 Morningside DriveAddressLine1Txt
CityCamp HillCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
BOY Book Value$198,031BOYBookValueAmt
EOY Book Value$228,941EOYBookValueAmt
EOYFMV$232,479EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLeTort Group LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 Morningside DriveAddressLine1Txt
CityCamp HillCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX ON NET INVESTMENT$345$0$0
FOREIGN TAX WITHHOLDING ON DIV$59$59$0

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