LETORT TRUST FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LETORT TRUST FOUNDATION (EIN 45-3582341)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202101279349102310
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T16:52:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231311005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYER & RITTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST HIGH STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453582341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATGOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATGO | BusinessNameControlTxt |
| Phone | 7177617626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL EICHELBERGER | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 7177617626 | PhoneNum |
| Signature | 2021-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | EICHELBERGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES R NEBEL JR CPA | PreparerPersonNm |
| PTIN | P00143823 | PTIN |
| Phone | 7172493414 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,210 | 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 | $77,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,743 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,870 | 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 | $1,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,155 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,870 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,054 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $123,363 | OtherAssetsBOYAmt |
| Other Assets EOY | $124,074 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,156 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $126,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $126,919 | RetainedEarningBOYAmt |
| Retained Earning EOY | $125,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,919 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $125,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (167 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET VBTLX | 2012-04-25 | 2020-06-29 | $16 | $15 | $1 | $1 | |
| DFA EMERGING MKTS CORE DFCEX | 2012-05-08 | 2020-09-22 | $109 | $102 | $7 | $7 | |
| FMI LARGE CAP INST FMIQX | 2013-09-25 | 2020-09-22 | $20 | $22 | -$2 | -$2 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2013-11-22 | 2020-09-22 | $11 | $9 | $2 | $2 | |
| FMI LARGE CAP INST FMIQX | 2013-12-23 | 2020-09-22 | $6 | $7 | -$1 | -$1 | |
| FMI LARGE CAP INST FMIQX | 2013-12-23 | 2020-09-22 | $38 | $41 | -$3 | -$3 | |
| FMI LARGE CAP INST FMIQX | 2013-12-23 | 2020-09-22 | $5 | $5 | $0 | $0 | |
| FMI LARGE CAP INST FMIQX | 2014-02-19 | 2020-09-22 | $129 | $142 | -$13 | -$13 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2014-02-19 | 2020-06-29 | $17 | $17 | $0 | $0 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2014-02-19 | 2020-09-22 | $170 | $155 | $15 | $15 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2014-03-19 | 2020-09-22 | $16 | $15 | $1 | $1 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2014-09-25 | 2020-06-29 | $66 | $65 | $1 | $1 | |
| DODGE & COX INCOME DODIX | 2014-11-05 | 2020-09-22 | $212 | $199 | $13 | $13 | |
| DODGE & COX INCOME DODIX | 2014-11-05 | 2020-06-29 | $446 | $427 | $19 | $19 | |
| DFA EMERGING MKTS CORE DFCEX | 2015-01-16 | 2020-06-29 | $38 | $39 | -$1 | -$1 | |
| BAIRD SHORT TERM BOND BSBIX | 2015-01-16 | 2020-06-29 | $471 | $460 | $11 | $11 | |
| DFA EMERGING MKTS CORE DFCEX | 2015-01-16 | 2020-09-22 | $243 | $228 | $15 | $15 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2015-01-16 | 2020-06-29 | $245 | $243 | $2 | $2 | |
| DODGE & COX INCOME DODIX | 2015-01-16 | 2020-09-22 | $20 | $19 | $1 | $1 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2015-01-16 | 2020-11-18 | $618 | $643 | -$25 | -$25 | |
| VANGUARD SHORT TERM INV GRADE VFSUX | 2015-01-16 | 2020-09-22 | $432 | $421 | $11 | $11 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2015-01-16 | 2020-09-22 | $168 | $177 | -$9 | -$9 | |
| FMI LARGE CAP INST FMIQX | 2015-01-16 | 2020-06-29 | $122 | $148 | -$26 | -$26 | |
| FMI LARGE CAP INST FMIQX | 2015-01-16 | 2020-09-22 | $139 | $156 | -$17 | -$17 | |
| VANGUARD SHORT TERM INV GRADE VFSUX | 2015-01-16 | 2020-06-29 | $456 | $446 | $10 | $10 | |
| VANGUARD SHORT TERM FED VSGDX | 2015-01-16 | 2020-06-29 | $376 | $369 | $7 | $7 | |
| JANUS HENDERSON MID CAP VALUE FUND JMVAX | 2015-01-16 | 2020-06-29 | $19 | $30 | -$11 | -$11 | |
| VANGUARD TOTAL BOND MARKET VBTLX | 2015-01-16 | 2020-06-29 | $295 | $280 | $15 | $15 | |
| VANGUARD TOTAL BOND MARKET VBTLX | 2015-01-16 | 2020-09-22 | $230 | $217 | $13 | $13 | |
| BAIRD SHORT TERM BOND BSBIX | 2015-02-03 | 2020-06-29 | $586 | $572 | $14 | $14 | |
| BAIRD SHORT TERM BOND BSBIX | 2015-02-03 | 2020-09-22 | $250 | $243 | $7 | $7 | |
| VANGUARD SHORT TERM FED VSGDX | 2015-02-03 | 2020-09-22 | $227 | $223 | $4 | $4 | |
| PIMCO ALL ASSET PAAIX | 2015-02-03 | 2020-09-22 | $114 | $120 | -$6 | -$6 | |
| VANGUARD TOTAL BOND MARKET VBTLX | 2015-02-03 | 2020-06-29 | $534 | $508 | $26 | $26 | |
| VANGUARD SHORT TERM FED VSGDX | 2015-02-03 | 2020-06-29 | $838 | $822 | $16 | $16 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2015-02-03 | 2020-09-22 | $123 | $130 | -$7 | -$7 | |
| VANGUARD SHORT TERM INV GRADE VFSUX | 2015-02-03 | 2020-06-29 | $1,258 | $1,233 | $25 | $25 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2015-02-03 | 2020-06-29 | $501 | $550 | -$49 | -$49 | |
| PIMCO ALL ASSET PAAIX | 2015-02-03 | 2020-06-29 | $142 | $151 | -$9 | -$9 | |
| DAVIS NY VENTURE DNVYX | 2015-07-02 | 2020-06-29 | $14 | $19 | -$5 | -$5 | |
| DAVIS NY VENTURE DNVYX | 2015-09-24 | 2020-09-22 | $229 | $265 | -$36 | -$36 | |
| JANUS HENDERSON MID CAP VALUE FUND JMVAX | 2015-09-24 | 2020-09-22 | $210 | $296 | -$86 | -$86 | |
| JANUS HENDERSON MID CAP VALUE FUND JMVAX | 2015-09-24 | 2020-06-29 | $2 | $3 | -$1 | -$1 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2015-11-19 | 2020-09-22 | $18 | $16 | $2 | $2 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2016-02-08 | 2020-11-18 | $200 | $192 | $8 | $8 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2016-03-22 | 2020-11-18 | $406 | $395 | $11 | $11 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2016-10-19 | 2020-09-22 | $2,684 | $2,220 | $464 | $464 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2016-12-15 | 2020-09-22 | $27 | $34 | -$7 | -$7 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2016-12-15 | 2020-09-22 | $16 | $21 | -$5 | -$5 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2016-12-22 | 2020-09-22 | $24 | $21 | $3 | $3 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2017-01-04 | 2020-09-22 | $386 | $348 | $38 | $38 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2017-01-04 | 2020-11-18 | $38 | $38 | $0 | $0 | |
| FMI LARGE CAP INST FMIQX | 2017-01-24 | 2020-09-22 | $181 | $196 | -$15 | -$15 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2017-01-24 | 2020-09-22 | $201 | $256 | -$55 | -$55 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2017-01-24 | 2020-09-22 | $671 | $602 | $69 | $69 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2017-01-24 | 2020-11-18 | $382 | $381 | $1 | $1 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2017-03-30 | 2020-09-22 | $23 | $29 | -$6 | -$6 | |
| DFA EMERGING MKTS CORE DFCEX | 2017-03-31 | 2020-06-29 | $0 | $0 | |||
| DAVIS NY VENTURE DNVYX | 2017-06-29 | 2020-09-22 | $19 | $22 | -$3 | -$3 | |
| DFA EMERGING MKTS CORE DFCEX | 2017-06-30 | 2020-06-29 | $8 | $9 | -$1 | -$1 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2017-09-27 | 2020-09-22 | $6 | $7 | -$1 | -$1 | |
| DFA EMERGING MKTS CORE DFCEX | 2017-09-29 | 2020-06-29 | $13 | $15 | -$2 | -$2 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2017-12-14 | 2020-06-29 | $15 | $21 | -$6 | -$6 | |
| DAVIS NY VENTURE DNVYX | 2017-12-14 | 2020-09-22 | $107 | $130 | -$23 | -$23 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2017-12-14 | 2020-06-29 | $16 | $22 | -$6 | -$6 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2017-12-14 | 2020-06-29 | $62 | $84 | -$22 | -$22 | |
| DAVIS NY VENTURE DNVYX | 2017-12-14 | 2020-09-22 | $5 | $6 | -$1 | -$1 | |
| DAVIS NY VENTURE DNVYX | 2017-12-14 | 2020-09-22 | $6 | $7 | -$1 | -$1 | |
| DFA EMERGING MKTS CORE DFCEX | 2017-12-15 | 2020-06-29 | $8 | $10 | -$2 | -$2 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2017-12-21 | 2020-09-22 | $10 | $11 | -$1 | -$1 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2017-12-21 | 2020-09-22 | $16 | $16 | $0 | $0 | |
| JANUS HENDERSON MID CAP VALUE FUND JMVAX | 2018-01-23 | 2020-09-22 | $104 | $136 | -$32 | -$32 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2018-01-23 | 2020-06-29 | $30 | $39 | -$9 | -$9 | |
| PIMCO ALL ASSET PAAIX | 2018-01-23 | 2020-06-29 | $170 | $191 | -$21 | -$21 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2018-01-23 | 2020-11-18 | $1,046 | $1,035 | $11 | $11 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2018-01-23 | 2020-09-22 | $1 | $1 | $0 | $0 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2018-03-22 | 2020-06-29 | $13 | $17 | -$4 | -$4 | |
| FMI LARGE CAP INST FMIQX | 2018-03-22 | 2020-06-29 | $136 | $167 | -$31 | -$31 | |
| PIMCO ALL ASSET PAAIX | 2018-03-22 | 2020-06-29 | $79 | $86 | -$7 | -$7 | |
| FIDELITY TOTAL INTL INDEX FTIHX | 2018-03-22 | 2020-06-29 | $681 | $762 | -$81 | -$81 | |
| DAVIS NY VENTURE DNVYX | 2018-03-22 | 2020-09-22 | $139 | $170 | -$31 | -$31 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2018-03-22 | 2020-11-18 | $72 | $71 | $1 | $1 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2018-03-22 | 2020-09-22 | $166 | $163 | $3 | $3 | |
| DAVIS NY VENTURE DNVYX | 2018-03-22 | 2020-06-29 | $59 | $77 | -$18 | -$18 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2018-03-22 | 2020-09-22 | $104 | $122 | -$18 | -$18 | |
| FIDELITY TOTAL INTL INDEX FTIHX | 2018-03-22 | 2020-09-22 | $461 | $484 | -$23 | -$23 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2018-03-22 | 2020-09-22 | $7 | $9 | -$2 | -$2 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2018-03-22 | 2020-09-22 | $79 | $76 | $3 | $3 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2018-06-22 | 2020-09-22 | $7 | $9 | -$2 | -$2 | |
| DFA EMERGING MKTS CORE DFCEX | 2018-06-27 | 2020-06-29 | $198 | $223 | -$25 | -$25 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2018-06-27 | 2020-11-18 | $52 | $51 | $1 | $1 | |
| DFA EMERGING MKTS CORE DFCEX | 2018-06-29 | 2020-06-29 | $10 | $11 | -$1 | -$1 | |
| VANGUARD MID CAP INDEX VMCIX | 2018-09-28 | 2020-06-29 | $52 | $52 | $0 | $0 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2018-09-28 | 2020-06-29 | $9 | $12 | -$3 | -$3 | |
| DFA EMERGING MKTS CORE DFCEX | 2018-09-28 | 2020-06-29 | $20 | $22 | -$2 | -$2 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2018-09-28 | 2020-06-29 | $13 | $15 | -$2 | -$2 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2018-09-28 | 2020-06-29 | $36 | $41 | -$5 | -$5 | |
| FIDELITY 500 INDEX INST PREM FUND FXAIX | 2018-10-08 | 2020-06-29 | $80 | $76 | $4 | $4 | |
| CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2018-10-10 | 2020-09-22 | $340 | $414 | -$74 | -$74 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2018-10-10 | 2020-09-22 | $49 | $63 | -$14 | -$14 | |
| CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2018-10-10 | 2020-06-29 | $932 | $1,147 | -$215 | -$215 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2018-10-10 | 2020-06-29 | $27 | $36 | -$9 | -$9 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2018-10-10 | 2020-11-18 | $34 | $33 | $1 | $1 | |
| DFA EMERGING MKTS CORE DFCEX | 2018-10-10 | 2020-06-29 | $112 | $116 | -$4 | -$4 | |
| JP MORGAN SM CAP GROWTH JISGX | 2018-10-10 | 2020-06-29 | $45 | $41 | $4 | $4 | |
| JP MORGAN SM CAP GROWTH JISGX | 2018-12-12 | 2020-09-22 | $144 | $97 | $47 | $47 | |
| JP MORGAN SM CAP GROWTH JISGX | 2018-12-12 | 2020-09-22 | $46 | $31 | $15 | $15 | |
| DFA EMERGING MKTS CORE DFCEX | 2018-12-18 | 2020-09-22 | $15 | $14 | $1 | $1 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2018-12-24 | 2020-09-22 | $40 | $37 | $3 | $3 | |
| BAIRD MIDCAP FUND BMDIX | 2018-12-27 | 2020-09-22 | $6 | $4 | $2 | $2 | |
| BAIRD MIDCAP FUND BMDIX | 2018-12-27 | 2020-09-22 | $239 | $163 | $76 | $76 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2019-01-22 | 2020-09-22 | $119 | $103 | $16 | $16 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2019-01-22 | 2020-09-22 | $806 | $794 | $12 | $12 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2019-01-22 | 2020-11-18 | $354 | $337 | $17 | $17 | |
| BAIRD MIDCAP FUND BMDIX | 2019-01-22 | 2020-09-22 | $260 | $191 | $69 | $69 | |
| BAIRD MIDCAP FUND BMDIX | 2019-01-22 | 2020-06-29 | $359 | $285 | $74 | $74 | |
| DFA EMERGING MKTS CORE DFCEX | 2019-01-22 | 2020-06-29 | $100 | $107 | -$7 | -$7 | |
| VANGUARD MID CAP INDEX VMCIX | 2019-01-22 | 2020-06-29 | $91 | $83 | $8 | $8 | |
| FIDELITY 500 INDEX INST PREM FUND FXAIX | 2019-01-22 | 2020-09-22 | $2,276 | $1,806 | $470 | $470 | |
| JP MORGAN SM CAP GROWTH JISGX | 2019-01-22 | 2020-06-29 | $169 | $132 | $37 | $37 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2019-01-22 | 2020-09-22 | $372 | $348 | $24 | $24 | |
| JP MORGAN SM CAP GROWTH JISGX | 2019-01-22 | 2020-09-22 | $101 | $69 | $32 | $32 | |
| VANGUARD MID CAP INDEX VMCIX | 2019-01-22 | 2020-09-22 | $1,501 | $1,272 | $229 | $229 | |
| VANGUARD MID CAP INDEX VMCIX | 2019-01-31 | 2020-06-29 | $616 | $584 | $32 | $32 | |
| ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2019-01-31 | 2020-09-22 | $282 | $247 | $35 | $35 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2019-01-31 | 2020-09-22 | $164 | $190 | -$26 | -$26 | |
| BAIRD MIDCAP FUND BMDIX | 2019-01-31 | 2020-06-29 | $251 | $206 | $45 | $45 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2019-01-31 | 2020-06-29 | $40 | $42 | -$2 | -$2 | |
| FIDELITY 500 INDEX INST PREM FUND FXAIX | 2019-01-31 | 2020-09-22 | $108 | $88 | $20 | $20 | |
| DFA EMERGING MKTS CORE DFCEX | 2019-01-31 | 2020-06-29 | $86 | $96 | -$10 | -$10 | |
| FIDELITY CONSERVATIVE INC BOND FCNVX | 2019-01-31 | 2020-11-23 | $5,000 | $4,980 | $20 | $20 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2019-01-31 | 2020-09-22 | $336 | $338 | -$2 | -$2 | |
| FIDELITY CONSERVATIVE INC BOND FCNVX | 2019-01-31 | 2020-12-08 | $10,000 | $9,960 | $40 | $40 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2019-01-31 | 2020-09-22 | $108 | $124 | -$16 | -$16 | |
| JP MORGAN SM CAP GROWTH JISGX | 2019-01-31 | 2020-06-29 | $112 | $91 | $21 | $21 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2019-01-31 | 2020-11-18 | $282 | $269 | $13 | $13 | |
| FIDELITY 500 INDEX INST PREM FUND FXAIX | 2019-01-31 | 2020-06-29 | $1,026 | $908 | $118 | $118 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2019-01-31 | 2020-09-22 | $0 | $0 | |||
| VANGUARD SMALL CAP INDEX VSCIX | 2019-01-31 | 2020-06-29 | $202 | $207 | -$5 | -$5 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2019-03-28 | 2020-11-18 | $12 | $12 | $0 | $0 | |
| DFA EMERGING MKTS CORE DFCEX | 2019-03-28 | 2020-06-29 | $29 | $32 | -$3 | -$3 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2019-03-28 | 2020-06-29 | $13 | $14 | -$1 | -$1 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2019-03-28 | 2020-09-22 | $10 | $12 | -$2 | -$2 | |
| VANGUARD MID CAP INDEX VMCIX | 2019-03-28 | 2020-06-29 | $46 | $45 | $1 | $1 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2019-03-28 | 2020-06-29 | $44 | $55 | -$11 | -$11 | |
| ROBECO BP S/C VALUE 2-INST BPSIX | 2019-03-28 | 2020-09-22 | $56 | $65 | -$9 | -$9 | |
| DFA EMERGING MKTS CORE DFCEX | 2019-03-29 | 2020-06-29 | $3 | $3 | $0 | $0 | |
| FIDELITY 500 INDEX INST PREM FUND FXAIX | 2019-04-08 | 2020-06-29 | $91 | $86 | $5 | $5 | |
| FIDELITY 500 INDEX INST PREM FUND FXAIX | 2019-04-08 | 2020-06-29 | $24 | $22 | $2 | $2 | |
| BAIRD SHORT TERM BOND BSBIX | 2019-06-20 | 2020-06-29 | $84 | $82 | $2 | $2 | |
| VANGUARD SHORT TERM INV GRADE VFSUX | 2019-06-20 | 2020-06-29 | $138 | $135 | $3 | $3 | |
| DFA EMERGING MKTS CORE DFCEX | 2019-06-20 | 2020-06-29 | $35 | $40 | -$5 | -$5 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2019-06-20 | 2020-11-18 | $75 | $73 | $2 | $2 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2019-06-20 | 2020-09-22 | $4 | $5 | -$1 | -$1 | |
| VANGUARD MID CAP INDEX VMCIX | 2019-06-27 | 2020-06-29 | $43 | $44 | -$1 | -$1 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2019-06-27 | 2020-06-29 | $13 | $13 | $0 | $0 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2019-06-27 | 2020-06-29 | $39 | $43 | -$4 | -$4 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2019-06-27 | 2020-09-22 | $13 | $15 | -$2 | -$2 | |
| DFA EMERGING MKTS CORE DFCEX | 2019-06-28 | 2020-06-29 | $14 | $16 | -$2 | -$2 | |
| FIDELITY 500 INDEX INST PREM FUND FXAIX | 2019-07-08 | 2020-09-22 | $99 | $89 | $10 | $10 | |
| VANGUARD MID CAP INDEX VMCIX | 2019-09-16 | 2020-09-22 | $43 | $42 | $1 | $1 | |
| VANGUARD SMALL CAP VALUE INDEX VSIAX | 2019-09-16 | 2020-09-22 | $8 | $10 | -$2 | -$2 | |
| VANGUARD SMALL CAP INDEX VSCIX | 2019-09-16 | 2020-09-22 | $12 | $13 | -$1 | -$1 | |
| VANGUARD VALUE INDEX ADMIRAL VVIAX | 2019-09-16 | 2020-09-22 | $38 | $41 | -$3 | -$3 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2020-01-30 | 2020-11-18 | $846 | $814 | $32 | $32 | |
| GOLDMAN SACHS STRAT INC-INST GSZIX | 2020-02-24 | 2020-11-18 | $384 | $371 | $13 | $13 | |
| CAPITAL GAINS DIVIDENDS | $1,548 | $1,548 | $1,548 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,743 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $82 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL EICHELBERGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177617626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL EICHELBERGER | ||||||||
| 3130 MORNINGSIDE DRIVE | CAMP HILL | PA | 17011 | PRESIDENT/TREASURER | 0.25 | $0 | $0 | $0 |
| KATIE CLARKE | ||||||||
| 3130 MORNINGSIDE DRIVE | CAMP HILL | PA | 17011 | SECRETARY | 0.25 | $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 | $179,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $9,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,405 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,721 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,971 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,227 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $314,091 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,645 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $389,736 | 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 | $61,721 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $328,015 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,971 | ExcessFromYear4Amt |
| Excess From Year3 | $54,171 | ExcessFromYear3Amt |
| Excess From Year2 | $83,227 | ExcessFromYear2Amt |
| Excess From Year1 | $63,001 | ExcessFromYear1Amt |
| Excess From Current Year | $75,645 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL EICHELBERGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177617626 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED APPLICATION PROCESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO PARTICULAR RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 610 COMMUNITY WAY | LANCASTER | PA | 17603 | PUBLIC CHARITY | OPERATING EXPENSES | $250 |
| CENTRAL PENNSYLVANIA FOOD BANK | ||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | PUBLIC CHARITY | OPERATING EXPENSES | $7,500 |
| CRANBERRY TOWNSHIP COMMUNITY CHEST | ||||||
| 2525 ROCHESTER ROAD SUITE 450 | CRANBERRY TOWNSHIP | PA | 16066 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| DILLSBURG PUBLIC LIBRARY | ||||||
| 15 S BALTIMORE STREET | DILLSBURG | PA | 17019 | PUBLIC CHARITY | BUILDING FUND | $250 |
| FRIENDS OF THE SIMPSON PUBLIC LIBRARY | ||||||
| 16 NORTH WALNUT STREET | MECHANICSBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| HARRISBURG CREDC | ||||||
| 3211 N FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $2,750 |
| HARRISBURG UNIVERSITY | ||||||
| 326 MARKET STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| HOKAFI | ||||||
| PO BOX 311 | MECHANICSBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| HOMELAND CENTER | ||||||
| 1901 NORTH FIFTH STREET | HARRISBURG | PA | 17102 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| HOSPICE OF CENTRAL PA | ||||||
| 1320 LINGLESTOWN RD | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $250 |
| JOSHUA GROUP | ||||||
| 1442 MARKET STREET | HARRISBURG | PA | 17103 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA | ||||||
| 2420 GELMAN LANE 100 | LANCASTER | PA | 17602 | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 |
| LEADERSHIP HARRISBURG AREA | ||||||
| 3211 NORTH FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $2,500 |
| MOUNTAINSIDE CONGREGATION JEHOVAH WITNESS | ||||||
| 4311 RODKEY ROAD | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| OPERATION MEDICAL | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| SHALOM HOUSE | ||||||
| 9S 15TH STREET | HARRISBURG | PA | 17104 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| TODD BAIRD LINDSEY FOUNDATION | ||||||
| PO BOX 724 | CARLISLE | PA | 17013 | PRIVATE FOUNDATION | OPERATING EXPENSES | $3,500 |
| UNIVERSITY CENTER AT HARRISBURG | ||||||
| 2986 N SECOND STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $250 |
| WAGGONER'S UNITED METHODIST CHURCH | ||||||
| 1271 LONGS GAP RD | CARLISLE | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| YWCA OF GREATER HARRISBURG | ||||||
| 1101 MARKET STREET | HARRISBURG | PA | 17103 | PUBLIC CHARITY | OPERATING EXPENSES | $5,500 |
| NEW HOPE MINISTRIES | ||||||
| 5228 E TRINDLE ROAD | MECHANICSBURG | PA | 17050 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| THE ERIE COMMUNITY FOUNDATION | ||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 |
| CATHOLIC CHARITIES DIOCESE OF HARRISBURG | ||||||
| 4800 UNION DEPOSIT ROAD | HARRISBURG | PA | 17111 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| GAMUT THEATRE GROUP | ||||||
| 15 N 4TH ST | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| THE CIRCLE SCHOOL | ||||||
| 727 WILHELM RD | HARRISBURG | PA | 17111 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| EAGLE FOUNDATION | ||||||
| 6746 CARLISLE PIKE | MECHANICSBURG | PA | 17050 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| CAPITAL AREA GREENBELT ASSOCIATION | ||||||
| PO BOX 15405 | HARRISBURG | PA | 17105 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| OPEN STAGE OF HARRISBURG | ||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| BETHESDA MISSION | ||||||
| 2101 NORTH FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| PROJECT SHARE | ||||||
| 5 NORTH ORANGE STREET | CARLISLE | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,171 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,914 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETORT GROUP LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $77,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,155 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,155 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| BOY Book Value | $123,363 | BOYBookValueAmt |
| EOY Book Value | $124,074 | EOYBookValueAmt |
| EOYFMV | $155,156 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETORT GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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