LONG FAMILY EDUCATIONAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LONG FAMILY EDUCATIONAL FOUNDATION (EIN 22-2719260)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202101349349101035
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T09:53:19-05:00 | 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 | 211 HOUSE AVENUE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | 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 | 222719260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG FAMILY EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 7172435757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F LONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7172435757 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | LONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S WILDASIN CPA | PreparerPersonNm |
| PTIN | P00795734 | PTIN |
| Phone | 7177617210 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $14,020,079 | 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 | $1,072,625 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $348,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $348,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$184,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $750,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,236,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,251 | 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 |
| Legal Fees Rev And Expnss | $2,194 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,097 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,097 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $209 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,706 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,698 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,698 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $425,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $786,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $721,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $480,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $480,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,850,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,538,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,538,986 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,489,119 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,001,064 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,001,064 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,061,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,020,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,020,079 | 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 | $12,061,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,020,079 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,061,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,020,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,061,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,020,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,061,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $786,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,171,409 | OtherIncreasesAmt |
| Subtotal | $14,020,079 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,020,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NOBLE CORP PLC COM | D | 2012-01-23 | 2020-10-08 | $102 | $161,178 | -$161,076 | -$161,076 |
| NOBLE CORP PLC COM | D | 2012-01-23 | 2020-10-08 | $10 | $22,877 | -$22,867 | -$22,867 |
| AMER INTL GRP INC WARRANT | D | 2011-01-19 | 2020-12-17 | $15 | $553 | -$538 | -$538 |
| JP MORGAN CHASE BK NA COLOBUS OHIO | P | 2020-05-12 | 2020-06-02 | $300,000 | $300,000 | $0 | $0 |
| BARCLAYS BANK PLC TRGR ATCLBL CNTNGNT TLD NTS | P | 2018-06-15 | 2020-12-17 | $250,000 | $250,000 | $0 | $0 |
| UBS AG LONDON BRH TRGR ATCL CNTGBT TLD NTS LKD | P | 2019-12-27 | 2020-12-30 | $200,000 | $200,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$184,481 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,809 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,809 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,960 | 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 | $13,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,151 | OverpaymentAmt |
| Applied To ES Tax | $9,151 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 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 | ROBERT F LONG | IndividualWithBooksNm |
| Phone | 7172435757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHERINE LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TODD R LONG | ||||||||
| 5 WELLINGTON COURT | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS FOR EDUCATIONAL EXPENSES FOR EIGHT STUDENTS ATTENDING POST-SECONDARY EDUCATION WITH PAYMENTS MADE DIRECTLY FOR EDUCATIONAL EXPENSES UNDER APPROVED SCHOLARSHIP PROGRAM | Description1Txt |
| Expenses1 | $64,706 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,067,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $639,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,706,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,706,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,531,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $576,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $576,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,809 | TotalTaxAmt |
| Distributable Before Adj | $571,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $571,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $571,754 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $425,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $425,685 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $425,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $571,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $372,358 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $456,455 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $854,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $425,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $425,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $146,069 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $146,069 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $708,273 | 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 | $226,289 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $481,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,529 | ExcessFromYear4Amt |
| Excess From Year1 | $456,455 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN IRISH HISTORICAL SOCIETY | |||||||
| 991 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $500 |
| ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES | |||||||
| 101 NORTH FRONT STREET | HARRISBURG | PA | 17101 | NONE | 501(C)(3) | GENERAL | $750 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501(C)(3) | GENERAL | $17,500 |
| CARLISLE AREA FAMILY LIFE CENTER | |||||||
| 155 NORTH HANOVER STREET | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $1,000 |
| CARLISLE REGIONAL PERFORMING ARTS CENTER | |||||||
| 44 WEST HIGH STREET | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $2,000 |
| CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVENUE NE | WASHINGTON | DC | 20064 | NONE | 501(C)(3) | GENERAL | $5,000 |
| CEDAR VALLEY CATHOLIC SCHOOL | |||||||
| 3231 WEST 9TH STREET | WATERLOO | IA | 50702 | NONE | 501(C)(3) | GENERAL | $250 |
| CENTRAL PENNSYLVANIA YOUTH BALLET | |||||||
| 5 NORTH ORANGE STREET SUITE 3 | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $1,000 |
| CHRIST THE KING SCHOOL | |||||||
| 164 HOPKINS AVE | HADDONFIELD | NJ | 56438 | NONE | 501(C)(3) | GENERAL | $3,000 |
| CUMBERLAND COUNTY HISTORICAL SOCIETY AND HAMILTON LIBRARY ASSOCIATION | |||||||
| 21 NORTH PITT STREET | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $2,000 |
| FORDHAM UNVERSITY | |||||||
| 441 EAST FORDHAM RAOD FMH 512 | BRONX | NY | 10458 | NONE | 501(C)(3) | GENERAL | $60,000 |
| OUR LADY OF THE BLESSED SACRAMENT CHURCH | |||||||
| 2121 NORTH 3RD STREET | HARRISBURG | PA | 17110 | NONE | 501(C)(3) | GENERAL | $2,400 |
| PENN STATE HEALTH SAINT JOSEPH MEDICAL CENTER | |||||||
| 225 KENHORST BLVD | READING | PA | 19607 | NONE | 501(C)(3) | GENERAL | $2,000 |
| SAINT JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL | $1,000 |
| SAINT PATRICK SCHOOL | |||||||
| 87 MARSH DRIVE | CARLISLE | PA | 17015 | NONE | 501(C)(3) | GENERAL | $215,798 |
| SUMMER PROGRAM FOR YOUTH | |||||||
| PO BOX 612 | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $5,000 |
| SUSQUEHANNA VALLEY CENTER FOR PUBLIC POLICY | |||||||
| PO BOX 338 | HERSHEY | PA | 17033 | NONE | 501(C)(3) | GENERAL | $500 |
| THE ARC OF CUMBERLAND AND PERRY COUNTIES | |||||||
| 71 ASHLAND AVENUE | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $2,000 |
| THE CARLISLE FAMILY YMCA | |||||||
| 311 SOUTH WEST STREET | CARLISLE | PA | 17013 | NONE | 501(C)(3) | GENERAL | $7,500 |
| THE SALVATION ARMY USA | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | GENERAL | $2,000 |
| TRINITY HIGH SCHOOL | |||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | GENERAL | $25,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | 501(C)(3) | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,698 | 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 | $348,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$184,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,770 | 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 Person | ROBERT LONG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,072,625 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,500 SHARES OF DEERE & CO COM | NoncashPropertyDesc |
| Fair Market Value | $672,625 | FairMarketValueAmt |
| Received | 2020-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $9,538,986 | EOYBookValueAmt |
| EOYFMV | $9,538,986 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $3,231,836 | $3,231,836 |
| CERTIFICATE OF DEPOSITS | AT COST | $769,228 | $769,228 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,194 | $597 | $597 |
| LEGAL | $1,000 | $500 | $500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP DISTRIBUTIONS UNDER APPROVED SCHOLARSHIP PROGRAM | Desc |
| Revenue And Expenses Per Books | $64,706 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,706 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,171,409 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT | CategoryTxt |
| Amt | $417 | Amt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $209 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 TAXES DUE | $7,722 | $0 | $0 |
| 2020 ESTIMATED TAXES | $13,960 | $0 | $0 |
Comments