DAVID HOGG FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID HOGG FAMILY FOUNDATION INC (EIN 20-3159386)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349100403
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T00:13:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD STE 250 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203159386 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID HOGG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7175051004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20411 QUEENSDALE DRIVE | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HOGG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7175051004 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G SCOTT MYERS CPA | PreparerPersonNm |
| PTIN | P00332041 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,061,056 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,955 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $724,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,766,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $724,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $796,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $796,705 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,701 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,701 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $649,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $780,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,795 | CashBOYAmt |
| Cash EOY | $42,886 | CashEOYAmt |
| Cash EOYFMV | $42,886 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,047 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,968,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,305,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,305,019 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $310,891 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $650,104 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $650,104 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,323,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,061,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,061,056 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $7,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $42,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,316,330 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,019,056 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,316,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,019,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,323,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,061,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,316,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $649,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,631 | OtherIncreasesAmt |
| Subtotal | $3,019,056 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,019,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITY - SCHWAB | PropertyDesc |
| Gross Sales Price | $1,766,966 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,042,570 | CostOrOtherBasisAmt |
| Gain Or Loss | $724,396 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $724,396 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $724,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,646 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID HOGG | IndividualWithBooksNm |
| Phone | 7175051004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20411 QUEENSDALE DR | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID H HOGG | ||||||||
| 1125 WYNDSONG DRIVE | YORK | PA | 17403 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL HOGG | ||||||||
| 1125 WYNDSONG DRIVE | YORK | PA | 17403 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| BARBARA B HOGG | ||||||||
| 1125 WYNDSONG DRIVE | YORK | PA | 17403 | DIRECTOR/VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW HOGG | ||||||||
| 1125 WYNDSONG DRIVE | YORK | PA | 17403 | DIRECTOR/ TREASURER | 1.00 | $0 | $0 | $0 |
| SUSANNAH HOGG | ||||||||
| 1125 WYNDSONG DRIVE | YORK | PA | 17403 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELE BAKER THOMAS | ||||||||
| 1125 WYNDSONG DRIVE | YORK | PA | 17403 | DIRECTOR/CHAPLAIN | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,654,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,767,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,767,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,725,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,846 | TotalTaxAmt |
| Distributable Before Adj | $125,452 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,452 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,452 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,452 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $35,670 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $35,670 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,298 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,968 | 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 | $37,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $35,670 | ExcessFromYear2Amt |
| Excess From Current Year | $2,298 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARLINGTON & MCLEAN YOUNG LIFE | ||||||
| 6033 LITTLE FALLS RD | ARLINGTON | VA | 22207 | PC | FUNDING OF EXPANSION TO TWO NEW HIGH SCHOOLS | $10,000 |
| BON SECOURS ST FRANCIS FOUNDATION | ||||||
| ONE ST FRANCIS DRIVE | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $7,500 |
| CHRIST CHURCH EPISCOPAL | ||||||
| 435 COURT ST | READING | PA | 19601 | PC | GENERAL SUPPORT | $1,000 |
| CHRISTIAN SCHOOL OF YORK | ||||||
| 907 GREENBRIAR RD | YORK | PA | 17404 | PC | MISSIONS OUTREACH | $10,000 |
| JOHN LOCKE FOUNDATION | ||||||
| 4800 SIX FORKS RD SUITE 220 | RALEIGH | NC | 27609 | PC | GENERAL SUPPORT | $5,000 |
| LIFE FELLOWSHIP CHURH | ||||||
| 732 MILLWOOD ROAD | WILLOW STREET | PA | 17584 | PC | CHAIRS FOR NEWLY OBTAINED AUDITORIUM | $8,500 |
| LOGOS ACADEMY | ||||||
| 250 W KING ST | YORK | PA | 17401 | PC | EDUCATIONAL FUNDING - CURRICULUM SUPPORT | $5,000 |
| NEW LIFE CENTER FOR MOTHERS AND CHILDREN | ||||||
| 140 NEW LIFE CT | GLEN ROCK | PA | 17327 | PC | BASEMENT FLOODING REMEDIATION AND COUNSELING | $15,000 |
| NEW LIFE FOR GIRLS | ||||||
| 5925 LEWISBERRY RD | DOVER | PA | 17315 | PC | APPLIANCE UPGRADES | $10,000 |
| PASSION CITY CHURCH DC | ||||||
| 1201 U ST NW | WASHINGTON | DC | 20009 | PC | YOUTH FALL RETREAT | $14,000 |
| SAFE HARBOR | ||||||
| PO BOX 174 | GREENVILLE | SC | 29602 | PC | GENERAL SUPPORT | $5,000 |
| SUSQUEHANNA SERVICE DOGS | ||||||
| 1078 GRAVEL HILL RD | GRANTVILLE | PA | 17028 | PC | GENERAL SUPPORT | $2,000 |
| UNITED MINISTRIES | ||||||
| 606 PENDLETON ST | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $5,000 |
| YMCA CAMP GREENVILLE | ||||||
| 4399 YMCA CAMP RD | CLEVELAND | SC | 29635 | PC | HURRICANE HELENE RELIEF | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,955 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,354 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $724,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $796,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $796,705 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL REPORT | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB | BondNm |
| EOY Book Value | $650,104 | EOYBookValueAmt |
| EOYFMV | $650,104 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB | StockNm |
| EOY Book Value | $2,305,019 | EOYBookValueAmt |
| EOYFMV | $2,305,019 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $53,631 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB INVESTMENT FEE | CategoryTxt |
| Amt | $15,701 | Amt |
| Net Investment Income | $15,701 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES - PRIOR YEAR | CategoryTxt |
| Amt | $2,409 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments