HALL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HALL FOUNDATION (EIN 23-6243044)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349106846
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:45:48-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251817405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W MORRIS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 68 | AddressLine1Txt |
| City | NEW BLOOMFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170680068 | 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 | 236243044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 7177611057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1200 | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN HALL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7177611057 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARREN | PersonFirstNm |
| Person Last | HALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W MORRIS III | PreparerPersonNm |
| PTIN | P00219126 | PTIN |
| Phone | 7175828135 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| 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 | $5,316,600 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $194,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,412,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,975 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,433 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,358 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $49,075 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,141 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $856 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $285 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,182 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,182 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $36,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,300 | OtherProfFeesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,586 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,397 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,189 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,559 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,640 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,919 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,945 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,927 | CashBOYAmt |
| Cash EOY | $9,440 | CashEOYAmt |
| Cash EOYFMV | $9,440 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $113,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $935 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $935 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $31,237 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,237 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $198,361 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,655 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,348,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $798,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $924,992 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,496,138 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,104,499 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,891,109 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $231,133 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $231,133 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $231,133 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $200,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $416,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,232 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,614,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,439,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,316,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,614,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,439,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,614,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,439,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,614,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,439,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,614,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,189 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,439,621 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,439,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,797 | SubtotalAmt |
| Tax Based On Investment Income | $1,797 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $86 | EsPenaltyAmt |
| Overpayment | $3,117 | OverpaymentAmt |
| Applied To ES Tax | $1,797 | AppliedToESTaxAmt |
| Refund | $1,320 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DARREN HALL | IndividualWithBooksNm |
| Phone | 7177611057 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1200 | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17001 | 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 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R JAREK HALL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | PRESIDENT | 000.00 | $30,000 | $0 | $0 |
| DARREN HALL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | TREASURER | 000.00 | $20,000 | $0 | $0 |
| GERALD HALL JR | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | SECRETARY | 000.00 | $3,833 | $0 | $0 |
| ROBERT E HALL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | TRUSTEE | 000.00 | $9,600 | $0 | $0 |
| SKYLER HALL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | TRUSTEE | 000.00 | $2,000 | $0 | $0 |
| LINDA KOVAL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,153,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $231,237 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,549,164 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,549,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,465,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,797 | TotalTaxAmt |
| Distributable Before Adj | $271,499 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271,499 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $271,499 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,373 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $282,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,868 | UndistributedIncomePYAmt |
| Qualifying Distributions | $282,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,868 | AppliedToYear1Amt |
| Applied To Current Year | $253,505 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $17,994 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT E HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1200 | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177611057 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP GRANTS AS REQUIRED BY THE PARITICIPATING COLLEGE ADMINISTRATOR. CHARITABLE CONTIRUBTIONS HAVE NO SPECIFIED FORMAT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THREE CALENDAR MONTHS PRIOR TO THE DATE OF THE REQUESTED GRANT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | COLLEGE SCHOLARSHIP GRANTS ARE AWARED (UP TO 2,000) TO INDIVIDUALS GRADUATING FROM HIGH SCHOOL DISTRICTDS HWIHC SPONS HARRSIBURG AREA COMMUNITY COLLEGE. AWARDS BASED ON MERITORIUS ACHIEVEMENT, LEADERSHIP QUALITIES AND PERSONAL SERVICES TO OTHERS AS DETERMINED EXCLUSIVELY BY THE PARTICIPATING SCHOOL DISTRICTS. AMOUNTS ARE AWARDED ANNUALLY AT THE DISCRETION OF THE FOURNDATION. OTHER SCHOLARSHIP GRANTS ARE REMITTED TO THE EDUCATIONAL INSTITUTION AS SELECTED BY THE APPROPRIATE SCHOOL DISTRICT FOR THE BENEIFT OF THE RECIPIENT. OTHER CHARITABLE GRANTS ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES AND LIMITED TO OTHER IRC SECTION 501 (C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS GREATER PA | |||||||
| 1804 N 6TH ST | HARRISBURG | PA | 17102 | PUBLIC CHARI | OTHER COMMUNITY PROGRAMS | $3,500 | |
| ART ASSOCIATION OF HARRISBURG | |||||||
| 21 NORTH FRONT ST | HARRISBURG | PA | 17101 | PUBLIC CHAR | EDUCATION AND EXHIBITIONS | $2,500 | |
| BETHESDA MISSION | |||||||
| PO BOX 3041 | HARRISBURG | PA | 17105 | PUBLIC CHARI | COMMUNITY AND CULTURAL IMPROVEMENT | $5,000 | |
| BISHOP MCDEVITT HIGH SCHOOL | |||||||
| 1 CRUSADER WAY | HARRISBURG | PA | 17111 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| BOILING SPRINGS HIGH SCHOOL | |||||||
| 21 ACADEMY STREET | BOILING SPRINGS | PA | 17007 | PUBLIC SCH | HIGHER EDUCATION | $2,000 | |
| BOYS AND GIRLS CLUB OF AMERICAN | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | PUBLIC CHARI | OTHER COMMUNITY PROGRAMS | $20,000 | |
| CAMP HILL HIGH SCHOOL | |||||||
| 100 SOUTH 24TH STREET | CAMP HILL | PA | 17011 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| CARLISLE HIGH SCHOOL | |||||||
| 540 WEST NORTH ST | CARLISLE | PA | 17013 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| CENTRAL DAUPHIN EAST HIGH SCHOOL | |||||||
| 626 RUTHERFORD ROAD | HARRISBURG | PA | 17109 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| CENTRAL DAUPHIN HIGH SCHOOL | |||||||
| 437 PIKETOWN ROAD | HARRISBURG | PA | 17112 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| CENTRAL PA FOOD BANK | |||||||
| 3908 COREY RD | HARRISBURG | PA | 17109 | PUBLIC CHARI | COMMUNITY SUPPORT | $2,500 | |
| CENTRAL PENN COLLEGE EDUC FOUND | |||||||
| 600 VALLEY ROAD | SUMMERDALE | PA | 17093 | PUBLIC CHAR | SCHOLARSHIPS | $10,000 | |
| CENTRAL PENNSYLVANIA YOUTH BALLET | |||||||
| 5 NORTH ORANGE STREET | CARLISLE | PA | 17013 | PUBLIC CHAR | YOUTH PROGRAMS | $2,000 | |
| COACHES VS CANCER | |||||||
| 1375 MARTIN STREET | STATE COLLEGE | PA | 16803 | PUBLIC CHAR | MEDICAL SERVICES & RESEARCH | $5,000 | SUITE 206 |
| COMMUNITY CHECK UP CENTER | |||||||
| 38 HALL MANOR PL | HARRISBURG | PA | 17104 | PUBLIC CHARI | MEDICAL SERVICES & RESEARCH | $3,000 | |
| CONTACT HELPLINE | |||||||
| PO BOX 90035 | HARRISBURG | PA | 17109 | PUBLIC CHAR | COMMUNITY IMPROVEMENT | $1,000 | |
| CUMBERLAND CO HISTORICAL SOCIETY | |||||||
| 21 NORTH PITT STREET | CARLISLE | PA | 17013 | PUBLIC CHAR. | ART & CULTURE | $1,000 | |
| CUMBERLAND PERRY AREAVOTECH SCHOOL | |||||||
| 110 OLD WILLOW MILL RD | MECHANICSBURG | PA | 17050 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| CUMBERLAND VALLEY HIGH SCHOOL | |||||||
| 6746 CARLISLE PIKE | MECHANICSBURG | PA | 17050 | PUBLIC SCH | SCHOLARSHIP | $4,000 | |
| DAUPHIN COUNTY TECHNICAL SCHOOL | |||||||
| 6001 LOCUST LANE | HARRISBURG | PA | 17109 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | PUBLIC CHARI | WILDLIFE PRESERVATION | $2,500 | |
| EAST PENNSBORO AREA HIGH SCHOOL | |||||||
| 425 SHADY LANE | ENOLA | PA | 17025 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| FRIENDS OF FORT HUNTER | |||||||
| 5300 NORTH FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHAR | COMMUNITY AND CULTURAL IMPROVEMENT | $1,000 | |
| HALIFAX AREA SCHOOL DISTRICT | |||||||
| 3940 PETERS MOUNTAIN RD | HALIFAX | PA | 17032 | PUBLIC SCH | SCHOLARSHIP | $2,000 | |
| HARRISBURG ACADEMY | |||||||
| 10 ERFORD ROAD | WORMLEYSBURG | PA | 17043 | INDEP. SCH | SCHOLARSHIP | $2,000 | |
| HARRISBURG AREA YMCA | |||||||
| 805 N FRONT ST | HARRISBURG | PA | 17102 | PUBLIC CHARI | OTHER COMMUNITY PROGRAMS | $15,000 | |
| HARRISBURG SYMPHONY ORCHESTRA | |||||||
| 800 CORPORATE CIRCLE | HARRISBURG | PA | 17110 | PUBLIC CHAR | COMMUNITY AND CULTURAL IMPROVEMENT | $5,000 | |
| HERSHEY HIGH SCHOOL | |||||||
| BOX 898 550 HOMESTEAD RD | HERSHEY | PA | 17033 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| HHA FOR ELEGANT PROGRESSIONS | |||||||
| 1230 NORTH THIRD STREET | HARRISBURG | PA | 17102 | PUBLIC CHAR | COMMUNITY PROGRAMS | $16,000 | |
| HISTORICAL SOCIETY OF DAUPHIN COUNT | |||||||
| 219 S FRONT STREET | HARRISBURG | PA | 17104 | PUBLIC CHAR. | COMMUNITY AND CULTURAL IMPROVEMENT | $1,500 | |
| HOFFMAN HOMES FOR YOUTH | |||||||
| 815 ORPHANAGE RD | LITTLESTOWN | PA | 17340 | PUBLIC CHAR. | RESIDENTIAL TREAMENT FOR YOUTH | $1,000 | |
| HOMELAND CENTER | |||||||
| 1901 N 5TH ST | HARRISBURG | PA | 17102 | PUBLIC CHARI | CONTINUING CARE RETIREMENT COMMUNITY | $2,500 | |
| HOSPICE OF CENTRAL PA | |||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | PUBLIC CHAR | NURSING/EMOTIONAL SUPPORT | $3,000 | |
| KEYSTONE HUMAN SERVICES | |||||||
| 124 PINE STREET | HARRISBURG | PA | 17101 | PUBLIC CHAR | COMMUNITY PROGRAMS | $3,000 | |
| LEADERSHIP EDUCATION AND FARMING | |||||||
| 554 WARM SPRINGS RD | LANDISBURG | PA | 17040 | PUBLIC CHARI | FARM-BASED YOUTH EMPLOYMENT PROGRAM | $2,000 | |
| LINE MOUNTAIN HIGH SCHOOL | |||||||
| 187 LINE MOUNTAIN ROAD | HERNDON | PA | 17830 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| LOGOS ACADEMY | |||||||
| 250 WEST KING STREET | YORK | PA | 17401 | SCHOLARSHIP | $5,000 | ||
| LOWER DAUPHIN HIGH SCHOOL | |||||||
| 201 S HANOVER STREET | HUMMELSTOWN | PA | 17036 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| MECHANICSBURG AREA SENIOR HIGH | |||||||
| 500 S BROAD STREET | MECHANICSBURG | PA | 17339 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| MIDDLETOWN AREA HIGH SCHOOL | |||||||
| 1155 N UNION STREET | MIDDLETOWN | PA | 17057 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| MILLERSBURG AREA HIGH SCHOOL | |||||||
| 799 CENTER STREET | MILLERSBURG | PA | 17061 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| MISSION CENTRAL | |||||||
| 5 PLEASANT VIEW DRIVE | MECHANICSBURG | PA | 17050 | PUBLIC CHAR | OTHER COMMUNITY PROGRAMS | $2,000 | |
| NEWPORT HIGH SCHOOL | |||||||
| 500 CAROLINE STREET | NEWPORT | PA | 17074 | PUBLIC SCH | HIGHER EDUCATION | $2,000 | |
| NORTHERN HIGH SCHOOL | |||||||
| 653 SOUTH BALTIMORE ST | DILLSBURG | PA | 17019 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| PA CHAPTER MULTIPLE SCLEROSIS | |||||||
| PO BOX 289 | CANTON | MA | 02021 | PUBLIC CHARI | MEDICAL SERVICES AND RESEARCH | $2,000 | |
| PA JUNIOR ACADEMY OF SCIENCES REG4 | |||||||
| 1703 WARREN STREET | NEW CUMBERLAND | PA | 17070 | PUBLIC CHAR | YOUTH PROGRAMS | $1,000 | |
| PAID FRIENDS OF THE WEST SHORE THEA | |||||||
| 414 BRIDGE ST | NEW CUMBERLAND | PA | 17070 | COMMUNITY AND CULTURAL IMPROVEMENT | $3,000 | PO BOX 643 | |
| PENN STATE HARRISBURG | |||||||
| 777 W HBG PIKE | MIDDLETOWN | PA | 17057 | PUBLIC UNIVE | SCHOLARSHIP | $3,500 | W110 OLM |
| PERRY COUNTY COUNCIL OF THE ARTS | |||||||
| 67 NORTH 4TH STREET | NEWPORT | PA | 17074 | PUBLIC CHAR | COMMUNITY AND CULTURAL IMPROVEMENT | $1,000 | |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | PUBLIC CHARI | FOOD BANK | $2,500 | |
| RED LAND HIGH SCHOOL | |||||||
| 560 FISHIN CREEK RD | LEWISBERRY | PA | 17339 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| RIVERS EDGE CHRISTIAN ACADEMY | |||||||
| PO BOX 31829 | KNOXVILLE | TN | 37930 | SCHOLARSHIPS | $2,500 | ||
| SALVATION ARMY HARRISBURG | |||||||
| 506 S 29TH ST | HARRISBURG | PA | 17104 | PUBLIC CHARI | COMMUNITY SUPPORT | $5,000 | |
| SCI TECH HIGH CAMPUS - HARRISBURG | |||||||
| 215 MARKET STREET | HARRISBURG | PA | 17101 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| SHRINERS HOSPITAL | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PUBLIC CHARI | MEDICAL SERVICES | $1,000 | |
| STEELTON HIGHSPIRE SCHOOL DISTRICT | |||||||
| 250 REYNDERS AVENUE | STEELTON | PA | 17113 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| SUSQUEHANNA TOWNSHIP HIGH SCHOOL | |||||||
| 2579 INTERSTATE DRIVE | HARRISBURG | PA | 17110 | PUBLIC SCHOO | HIGHER EDUCATION | $2,000 | |
| SUSQUENITA HIGH SCHOOL | |||||||
| 309 SCHOOLHOUSE ROAD | DUNCANNON | PA | 17020 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| THADDEUS STEVENS FOUNDATION | |||||||
| 750 EAST KING STREET | LANCASTER | PA | 17602 | PUBLIC CHAR | SCHOLARSHIPS | $4,000 | |
| THE NATIONAL CIVIL WAR MUSEUM | |||||||
| 1 LINCOLN CIRCLE AR | HARRISBURG | PA | 17103 | PUBLIC CHAR | ART & CULTURE | $1,500 | RESERVOIR PARK |
| THE NATIVITY SCHOOL OF HARRISBURG | |||||||
| 2101 NORTH 5TH STREET | HARRISBURG | PA | 17110 | PUBLIC CHAR | HIGHER EDUCATION | $5,000 | |
| TRINITY HIGH SCHOOL | |||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| UNITED CEREBRAL PALSY OF CENTRAL PA | |||||||
| 3 WEST MONUMENT SQUARE | LEWISTOWN | PA | 17044 | PUBLIC CHARI | MEDICAL SERVICES AND RESEARCH | $3,000 | |
| UPPER DAUPHIN AREA SCHOOL DISTRICT | |||||||
| 5668 STATE ROUTE 209 | LYKENS | PA | 17048 | PUBLIC SCHOO | SCHOLARSHIP | $2,000 | |
| USA BASKETBALL FOUNDATION | |||||||
| 27 S TEJON ST | COLORADO SPRINGS | CO | 80903 | PUBLIC CHARI | OTHER COMMUNITY PROGRAMS | $5,000 | |
| WORLD SURGICAL FOUNDATION | |||||||
| PO BOX 1006 | CAMP HILL | PA | 17001 | COMMUNITY SUPPORT | $2,500 | ||
| WORLD VISION INC | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC CHARI | YOUTH PROGRAMS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $194,272 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$18,410 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $175,862 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,862 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $7,182 | Amt |
| Net Investment Income | $7,182 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SHORT-TERM COVERED | PURCHASE | $1,360,211 | $1,416,249 | -$56,038 |
| SHORT-TERM NONCOVERED | PURCHASE | $30,743 | $31,733 | -$990 |
| LONG-TERM COVERED | PURCHASE | $1,956,101 | $1,938,995 | $17,106 |
| LONG-TERM NONCOVERED | PURCHASE | $61,298 | $43,489 | $17,809 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (45 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BK OF AMER CORP | $230,141 | $229,898 |
| BOYD GAMING CORP | $58,617 | $53,089 |
| CALERES | ||
| CELVELAND-CLIFFS INC | ||
| CENT GARDEN & PET CO | $59,841 | $53,026 |
| CENTY COMMUNITIES | $209,127 | $190,821 |
| CITIGROUP INC | $77,824 | $77,470 |
| CLEVELAND CLIFFS INC | $159,091 | $143,160 |
| CROWN AMER/CAP CORP | $118,215 | $111,636 |
| DISH DBS CORP | $117,255 | $105,933 |
| DOUBLELINE | ||
| D.RL HORTON INC | $105,179 | $104,951 |
| ELEVANCE HEALTH INC | $21,795 | $21,459 |
| ENCOMPASS HEALTH CORP | $56,180 | $49,962 |
| ENCOMPASS HEALTH CORP | $234,219 | $226,450 |
| ENPRO INDUSTRIES INC | $160,265 | $148,410 |
| FLUOR CORP | $40,333 | $38,400 |
| FORD MTR CO | ||
| FREEPORT MCMORAN INC | ||
| GLP CAP LP | ||
| GOLDMAN SACHS GROUP INC | $54,051 | $53,955 |
| GOODYEAR | $203,620 | $195,274 |
| HCA INC | $244,247 | $239,709 |
| HILTON DOMESTIC OPERATING | ||
| HILTON WORLDWIDE FIN LLC | $89,088 | $81,857 |
| ICHAN ENTERPRISES | $151,527 | $145,470 |
| JPMORGAN CHASE & CO | $123,585 | $123,135 |
| M&T BK CORP | $146,960 | $144,321 |
| MGM RESORTS INTL | ||
| MURPHY OIL CORP | ||
| NRG ENERGY INC | $103,715 | $100,147 |
| OSTERWEIS STRATEGIC | ||
| PDC ENERGY INC | $102,646 | $95,457 |
| PENSKE AUTO GROUP | $58,273 | $52,899 |
| PNC BK NA | $25,876 | $25,822 |
| RANGE RESOURCES CORP | ||
| SALLY HOLDINGS/SALLY CAP | $176,553 | $166,650 |
| SCOTTS MIRACLE GRO | $164,130 | $149,602 |
| SELECT MED CORP | $327,458 | $299,511 |
| SILGAN HOLDINGS INC | ||
| SPECTRUM BRANDS INC | $114,757 | $111,721 |
| T-MOBILE USA | ||
| TENET HEALTHCARE CORP | $100,479 | $97,526 |
| TRI POINTE HOMES INC | $60,089 | $50,886 |
| WESCO DISTRIBUTION INC | $209,363 | $202,502 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FINANCIAL SELECT SECTOR SPDR | ||
| ISHARES MSCI ACWI EX US ETF | $64,202 | $54,054 |
| ISHARES MSCI USA MIN VOL FAC | $98,501 | $99,498 |
| ISHARES CORE S&P SMALL-CAP E | $76,933 | $74,766 |
| ISHARES S&P 100 ETF | ||
| ISHARES SELECT DIVIDEND ETF | $98,598 | $100,701 |
| SCHWAB US DVD EQUITY ETF | ||
| SPDR DJIA TRUST | $53,775 | $60,633 |
| SPDR S&P 500 ETF TRUST | $159,690 | $237,107 |
| VANGUARD CONSUMER STAPLE ETF | $80,288 | $80,268 |
| VANGUARD DIV APPREC ETF | $68,781 | $101,436 |
| VANGUARD INT DIV APP INDX FD | ||
| VANGUARD MEGA CAP VALUE ETF | $97,348 | $116,529 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $198,361 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,655 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE BUILDING | CategoryOrItemTxt |
| Cost Or Other Basis | $231,133 | CostOrOtherBasisAmt |
| Book Value | $231,133 | BookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P GSCI COMMODITY | AT COST | ||
| JPM INC BUILDER FD | AT COST | ||
| VANGUARD REAL ESTATE ETF | AT COST | ||
| VANGUARD STAR | AT COST | $65,900 | $59,232 |
| VANGUARD WELLESLEY INC | AT COST |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $615 | $154 | $461 |
| INSURANCE | $3,722 | $2,791 | $931 |
| ADVERTISING | $513 | $513 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $36,300 | Amt |
| Net Investment Income | $36,300 | NetInvestmentIncomeAmt |
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