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HORACE B PACKER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HORACE B PACKER FOUNDATION INC (EIN 23-6390932)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-14
IRS object ID
202502269349100025
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-14T13:02:18-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030462703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROUGHT & OSGOOD CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 CANTON STAddressLine1Txt
CityTROYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP169471472ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236390932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HORACE B PACKER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHORABusinessNameControlTxt
Phone5707231470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 732AddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN KENYONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5707231470PhoneNum
Signature2025-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL JACOB BROUGHTPreparerPersonNm
PTINP01904617PTIN
Phone5702972183PhoneNum
Preparation2025-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$212,981FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$226,992ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,245InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,245InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,245InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$229,237TotalRevAndExpnssAmt
Total Net Invst Incm$2,245TotalNetInvstIncmAmt
Total Adj Net Incm$2,245TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$5,862LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$384LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,478LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$459OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$459OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,321TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$843TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,478TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$184,852ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$184,852ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$191,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$843TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$190,330TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,064ExcessRevenueOverExpensesAmt
Net Investment Income$1,402NetInvestmentIncomeAmt
Adjusted Net Income$2,245AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,152CashBOYAmt
Cash EOY$9,532CashEOYAmt
Cash EOYFMV$9,532CashEOYFMVAmt
Sav And Temp Cash Invst BOY$172,765SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$203,449SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$203,449SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$174,917TotalAssetsBOYAmt
Total Assets EOY$212,981TotalAssetsEOYAmt
Total Assets EOYFMV$212,981TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$174,917CapitalStockBOYAmt
Capital Stock EOY$212,981CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$174,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$212,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$174,917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$212,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$174,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,064ExcessRevenueOverExpensesAmt
Subtotal$212,981SubtotalAmt
Tot Net Ast Or Fund Balances EOY$212,981TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Subtotal$19SubtotalAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$28TotalPaymentsAndCreditsAmt
Overpayment$9OverpaymentAmt
Applied To ES Tax$9AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCITIZENS NORTHERNIndividualWithBooksNm
Phone5707231470PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line190-92 MAIN STREETAddressLine1Txt
Address Line2PO BOX 878AddressLine2Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN TEVLIN
90-92 MAIN STREETWELLSBOROPA16901VICE PRESIDE1.00$0$0$0
JEFFREY A FETZER
941 ROUTE ROADLIBERTYPA16930DIRECTOR1.00$0$0$0
BRIAN S DUFF
ONE CHARLES STREETWELLSBOROPA16901DIRECTOR1.00$0$0$0
JOHN KENYON
90 MAIN STREETWELLSBOROPA16901PRESIDENT1.00$0$0$0
LORI HAMBLIN
90-92 MAIN STREETWELLSBOROPA16901DIRECTOR1.00$0$0$0
HOLLY IRWIN
90-92 MAIN STREETWELLSBOROPA16901DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1BENEFITTING LOCAL CHARITIES BY PROVIDING GRANT DISTRIBUTIONS TO IMPROVE THE QUALITY OF LIFE IN TIOGA COUNTY.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,721AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,721TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$23,721AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$356CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,365NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,168MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,168MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$1,149DistributableBeforeAdjAmt
Distributable Before Ded$1,149DistributableBeforeDedAmt
Distributable As Adjusted$1,149DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,330ExpensesAndContributionsAmt
Qualifying Distributions$190,330QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,149DistributableAsAdjustedAmt
Undistributed Income PY$174,740UndistributedIncomePYAmt
Qualifying Distributions$190,330QualifyingDistributionsAmt
Applied To Year1$174,740AppliedToYear1Amt
Applied To Current Year$1,149AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,441RemainingDistriFromCorpusAmt
Total Corpus$14,441TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$31,580CorpusDistri170b1EOr4942g3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHORACE B PACKER FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 732AddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5707241800RecipientPhoneNum
Recipient Email AddressMARY@OWLETTLEWIS.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION IS BY WRITTEN REQUEST OUTLINING THE ORGANIZATION'S NEEDS. SEE ATTACHED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE MADE TO CHARITABLE ORGANIZATIONS THAT PERFORM SERVICES OR PROVIDE ASSISTANCE TO TIOGA COUNTY AND SURROUNDING AREAS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BLOSSBURG UMC FOOD PANTRY
108 N WILLIAMSON RDBLOSSBURGPA16912501C3FOOD PANTRY$2,500
COMPASSION CENTER OF WESTFIELD
ROUTE 49WESTFIELDPA16950FOOD PANTRY$2,500
COWANESQUE RIDING CLUB
216 MORRAL RDWELLSBOROPA16901501C3DRIVEWAY$6,000
DEANE CENTER
104 MAIN STREETWELLSBOROPA16901501C3HVAC/FLOOR$9,000
DEANE CENTER
104 MAIN STREETWELLSBOROPA16901501C3SUMMER CONCERT SERIES$8,000
ENDLESS MOUNTIANS MUSIC FESTIVAL
130 MAIN STREETWELLSBOROPA16901501C3FUND CONCERT AND EVENTS$5,000
KNOXVILLE FOOD PANTRY
PO BOX 308KNOXVILLEPA16928501(C)(3)FOOD PURCHASES$10,000703 BOATMAN RD
KNOXVILLE FOOD PANTRY
PO BOX 308KNOXVILLEPA16928501(C)(3)FOOD PURCHASES$2,500703 BOATMAN RD
LEARNING TREE OF WELLSBORO
1 QUEEN STREETWELLSBOROPA16901501C3EQUIPMENT$2,235
LIBERTY FOOD PANTRY
4478 WILLIAMSON TRAIL ROALIBERTYPA16930501C3FOOD PANTRY$2,500
MAKE A WISH FOUNDATION
327 N WASHINGTON AVESCRANTONPA18503501C3FUND ONE WISH FOR TIOGA COUNTY CHILD$5,000SUITE 501
MANSFIELD FOOD PANTRY
ROUTE 6MANSFIELDPA16933FOOD PANTRY$2,500
MILL COVE
8 SOUTH MAIN STREETMANSFIELDPA16933501C3CAPITAL CAMPAIGN$10,000
MILLERTON UMC
XMILLERTONPA16936FOOD PANTRY$2,500
PARTNERS IN PROGRESS
332 S MAIN STREETMANSFIELDPA16933501C3SUMMER PROGRAM$2,000
ST PAULS EPISCOPAL CHURCH
PO BOX 701WELLSBOROPA16901501C3ALTAR REPAIR$20,000
STRAIGHT FROM THE HEART FOOD PANTRY
18 ACADEMY STREETLAWRENCEVILLEPA16929FOOD PANTRY$2,500PO BOX237
THREE SPRING MINISTRIES
874 LINCK HILL ROADMORRISPA16938501 C 3EXPANSION OF FACILITY$20,000
TIOGA COMMUNITY FOOD BANK
15 SUMMIT STREETTIOGAPA16946501C3FOOD PANTRY$2,500
TIOGA COUNTY AGRICULTRURAL ASSO
2258 CHARLESTON ROADWELLSBOROPA16901501C3DOORS$12,189
TIOGA COUNTY HOMELESS INITIATIVE
2580 CHARLESTON ROADWELLSBOROPA16901501C3NEW SHELTER GRANT$25,000
TRINITY LUTHERAN SCHOOL
53 WEST AVEWELLSBOROPA16901501C3PLAYGROUND$4,000
WELLSBORO CEMETERY
36 NICHOLS STWELLSBOROPA16901501(C)(13)RESTORE CHAPEL$10,000
WELLSBORO FOOD PANTRY
36 MAIN STWELLSBOROPA16901501C3FOOD PANTRY$2,500
WELLSBORO FOUNDATION
114 MAIN STREETWELLSBOROPA16901501C3ELM TREE$4,000
WELLSBORO FOUNDATION
114 MAIN STREETWELLSBOROPA16901501C3WILDS FESTIVAL$1,908
WELLSBORO FOUNDATION
114 MAIN STREETWELLSBOROPA16901501C3ROBOTICS TEAM$500
WELLSBORO TEEN CENTER
PO BOX 455WELLSBOROPA16901501C3PARKING LOT$2,520
WESTFIELD YOUTH BASEBALL
113 POTTERBROOK RDWESTFIELDPA16950501C3NEW FENCE AND DUGOUT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$184,852TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,245RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,245RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,245TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHORACE B PACKER TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WILLIMGTON TRUSTAddressLine1Txt
Address Line21100 N MARKET STREETAddressLine2Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19890ZIPCd
FieldValueIRS element (for citing)
Total Contributions$226,992TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BROUGHT & OSGOOD - 990 PF$1,750$1,750
OWLETT & LEWIS - ADMIN$3,728$3,728
INVESTMENTS$384$384

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE EXPENSE$279$279
POST OFFICE BOX$180$180

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