REESE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- REESE FOUNDATION (EIN 23-2349281)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-10-08
- IRS object ID
- 202142819349100819
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-08T15:00:22-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232349281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REESE FOUNDATION 47F055017 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REES | BusinessNameControlTxt |
| Phone | 7172912726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FULTON BANK N A | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7172912726 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $4,892,941 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $76,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $891,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,060 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,494 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,494 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,090 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,090 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $655 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,041 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,917,119 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,939,247 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,883,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,039,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,948,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,892,941 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,039,596 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,948,288 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,039,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,948,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,039,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,948,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,039,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,949,260 | SubtotalAmt |
| Other Decreases | $972 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,948,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 331.126 JOHCM INTERNATIONAL SELECT FD CL I | 2013-10-15 | 2020-12-04 | $10,000 | $5,626 | $4,374 | $4,374 | |
| 574.383 GQG PARTNERS EMERGING MARKETS EQ FD INSTL SHS | 2020-02-28 | 2020-12-04 | $10,000 | $7,134 | $2,866 | $2,866 | |
| 5518.282 CAUSEWAY INTL VALUE FD INSTL SHS | 2019-12-20 | 2020-06-17 | $71,903 | $85,754 | -$13,851 | -$13,851 | |
| 11931.808 DOUBLELINE TOTAL RETURN BOND FD CL I | 2019-12-20 | 2020-10-22 | $127,670 | $127,193 | $477 | $477 | |
| 5853.917 FEDERATED TOTAL RETURN BD FD INSTL CL -328 | 1997-01-31 | 2021-01-20 | $67,437 | $61,916 | $5,521 | $5,521 | |
| 1. FINOVA GRP INC LITIGATION PROCEEDS | 2020-10-06 | 2020-10-06 | $91 | $91 | $91 | ||
| 5125.171 GS EMERGING MARKETS DEBT FD INSTL SHS | 2019-12-20 | 2020-06-17 | $60,221 | $63,501 | -$3,280 | -$3,280 | |
| 4618.696 GS INTL SM CAP INSIGHT FD INSTL SHS | 2019-12-20 | 2020-06-17 | $48,450 | $54,824 | -$6,374 | -$6,374 | |
| 1492.537 GS INTL SM CAP INSIGHT FD INSTL SHS | 2019-12-20 | 2021-03-12 | $20,000 | $17,716 | $2,284 | $2,284 | |
| 312.159 T ROWE PRICE INSTL LARGE CAP GRTH FD | 2020-02-28 | 2021-03-12 | $20,000 | $13,198 | $6,802 | $6,802 | |
| 5941.117 PIMCO TOTAL RETURN FUND INSTL CL -35 | 2010-12-15 | 2021-01-26 | $62,679 | $62,916 | -$237 | -$237 | |
| 5965.525 PIMCO INTL BOND FD INST CL -103 US DOLLAR HEDGED | 2020-02-28 | 2020-10-21 | $65,740 | $66,352 | -$612 | -$612 | |
| 6617.825 T ROWE PRICE INSTL FLOATING RATE FD | 2020-02-28 | 2020-06-16 | $62,141 | $65,368 | -$3,227 | -$3,227 | |
| 819.169 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | 2020-02-28 | 2020-12-04 | $40,000 | $28,368 | $11,632 | $11,632 | |
| 405.68 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | 2020-02-28 | 2021-03-12 | $20,000 | $14,049 | $5,951 | $5,951 | |
| 30.218 VANGUARD INSTL INDEX FD -94 | 2019-12-20 | 2020-12-04 | $10,000 | $8,848 | $1,152 | $1,152 | |
| 2609.218 VANGUARD INTER TERM TREASR IDX FD ADMIRAL SHS | 2020-06-16 | 2020-10-22 | $61,656 | $61,943 | -$287 | -$287 | |
| 3894.776 VICTORY TRIVALENT INTL SMALL CAP FD I SHS | 2019-12-20 | 2020-06-17 | $50,321 | $55,656 | -$5,335 | -$5,335 | |
| 1173.709 VICTORY TRIVALENT INTL SMALL CAP FD I SHS | 2019-12-20 | 2021-03-12 | $20,000 | $16,772 | $3,228 | $3,228 | |
| 1127.396 APPLIED FINANCE SELECT FD I SHS | 2019-12-20 | 2021-03-12 | $20,000 | $15,975 | $4,025 | $4,025 | |
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,860 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,060 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,214 | OverpaymentAmt |
| Applied To ES Tax | $3,214 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172912726 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FULTON BANK N A | ||||||
| PO BOX 3215 | LANCASTER | PA | 176043215 | CO-TRUSTEE | 10 | $28,090 |
| I PHILIP REESE D O | ||||||
| 110 UNICOI COURT | LEESBURG | GA | 31763 | CO-TRUSTEE | 1 | $0 |
| KIM SELDOMRIDGE | ||||||
| 312 N HOMESTEAD DRIVE | LANDISVILLE | PA | 17538 | CO-TRUSTEE | 1 | $0 |
| ETHAN REESE | ||||||
| 226 N HOLLYWOOD WAY | BURBANK | CA | 91505 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,368,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,469,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,469,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,402,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,486 | TotalTaxAmt |
| Distributable Before Adj | $218,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,067 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,484 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,402 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,402 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,230 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FULTON BANK NA ATTN FRANCIS CLEM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6109188835 | RecipientPhoneNum |
| Recipient Email Address | FClementi@fultonbank.com | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS SHOULD INCLUDE A DESCRIPTION OF THE ORG., ITS MISSION, GRANT AMOUNT, DESCRIPTION OF PROJECT, IRS DETERMINATION LETTER, FINANCIAL STATEMENTS, AND A LIST OF THE ORGS DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO CHRISTIAN SOCIAL SERVICE ORGANIZATIONS AND CHRISTIAN SEMINARIES LOCATED IN SOUTH CENTRAL PENNSYLVANIA AND NORTHERN TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | ||||||||
| OF LANCASTER | PO BOX 868 | LANCASTER | PA | 17608 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| GOOD NEWS COMMUNICATIONS INC | ||||||||
| MOVIEGUIDE | 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | N/A | PC | OPERATIONS | $20,000 |
| ALLIANCE OF CONFESSING EVANGELICALS | ||||||||
| 600 EDEN ROAD | LANCASTER | PA | 17601 | N/A | PC | OPERATIONS | $5,000 | |
| LANCASTER BIBLE COLLEGE | ||||||||
| 901 EDEN ROAD | LANCASTER | PA | 176015036 | N/A | PC | TECHNOLOGY IMPROVEMENTS | $16,000 | |
| CHRIST'S HOME FOR CHILDREN | ||||||||
| 800 NORTH YORK ROAD | WARMINSTER | PA | 18974 | N/A | PC | OPERATIONS | $10,000 | |
| WESTMINSTER PRESBYTERIAN CHURCH | ||||||||
| 2151 OREGON PIKE | LANCASTER | PA | 176014604 | N/A | PC | ESL PROGRAM & REFUGEE | $40,000 | |
| CENTER FOR PARENTYOUTH | ||||||||
| UNDERSTANDING | PO BOX 414 | ELIZABETHTOWN | PA | 17022 | N/A | PC | RADIO PROGRAM | $15,000 |
| OUR CALLING | ||||||||
| ATTN PASTOR WAYNE WALKER | 1702 S CESAR CHAVEZ | DALLAS | TX | 75214 | N/A | PC | OPERATIONS | $5,000 |
| NORTH STAR INITIATIVE | ||||||||
| PO BOX 104 | STRASBURG | PA | 17579 | N/A | PC | HARBOR PROGRAM | $45,000 | |
| THE WELL COMMUNITY | ||||||||
| 125 SUNSET AVENUE | DALLAS | TX | 75208 | N/A | PC | OPERATIONS | $4,000 | |
| EXODUS MINISTRIES | ||||||||
| 4630 MUNGER AVENUE | DALLAS | TX | 75204 | N/A | PC | OPERATIONS | $2,000 | |
| FRIENDS IN ACTION INTERNATIONAL | ||||||||
| PO BOX 323 | ELIZABETHTOWN | PA | 17022 | N/A | PC | OPERATIONS | $5,000 | |
| BIBLE2SCHOOL | ||||||||
| 1653 LITIZ PIKE 131 | LANCASTER | PA | 17601 | N/A | PC | OPERATIONS - WASHINGTON | $13,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| REFUND MUTUAL FUND | $802 |
| STOP PAYMENT 2018 | $692 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,800 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,939,247 | BookValueAmt |
| EOYFMV | $4,883,900 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT MUTUAL FUNDS RECEIPT/DISBURSEMENT | Desc |
| Amt | $972 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STOP PAYMENT ON REIMBURSEMENT CHECK 2018 | $692 | $692 |
| REFUNDED MUTUAL FUND FEES | $802 | $802 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,909 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,700 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $766 | $766 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $16 | $16 | $0 |
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