SHAW FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHAW FAMILY FOUNDATION (EIN 47-4959876)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-05
- IRS object ID
- 202001579349100200
- Schema version
- 2019v5.1
- 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
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-05T07:07:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474959876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAW | BusinessNameControlTxt |
| Phone | 4843348373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F BARRY SHAW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4843348373 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON C BARNES CPA | PreparerPersonNm |
| PTIN | P00583708 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,635,006 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,399 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,845 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,021,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,903 | 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 | $3,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,520 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,290,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,290,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,293,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,291,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$271,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,133,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,199,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,199,153 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $401,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $363,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $435,853 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,534,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,562,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,635,006 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $100,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $400,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $100,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $400,000 | 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 | $1,434,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,162,389 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,434,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,162,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,534,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,562,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,434,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$271,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,163,233 | SubtotalAmt |
| Other Decreases | $844 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,162,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 37,000 SHARES ANHEUSER BUSCH INBEV WORLDWIDE | 2017-06-26 | 2019-11-12 | $37,740 | $37,278 | $462 | $462 |
| 0.666 SHARES CORTEVA INC COMMON STOCK | 2012-09-13 | 2019-06-01 | $18 | $11 | $7 | $7 |
| 0.666 SHARES DOW INC COMMON STOCK | 2012-09-13 | 2019-04-01 | $38 | $21 | $17 | $17 |
| 0.666 SHARES DUPONT DE NEMOURS INC COMMON STOCK | 2012-09-13 | 2019-06-07 | $49 | $31 | $18 | $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $504 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,155,563 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,330,525 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.868502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,327,003 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,212,927 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.094050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $261,283 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $532,849 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.490351 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,457 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 10.835997 | DistributionYr4Rt |
| Total Distribution | 13.288900 | TotalDistributionRt |
| Average Distribution | 3.322225 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,410,341 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,685,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $194 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,685,664 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,291,535 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $797 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $797 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $409 | OverpaymentAmt |
| Applied To ES Tax | $409 | 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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | F BARRY SHAW | IndividualWithBooksNm |
| Phone | 4843348373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| F BARRY SHAW | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA W SHAW | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ABIGAIL LOWRY | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/SECRETARY | 0.00 | $0 | $0 | $0 |
| JENNIFER FINCH | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/TREASURER | 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 |
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 | $438,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $993,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,431,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,431,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,410,341 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $388 | TotalTaxAmt |
| Distributable Before Adj | $70,129 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,129 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,129 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,291,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,291,535 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,291,535 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,129 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $199,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $235,926 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,266,540 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,089,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,791,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,291,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,221,406 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,012,945 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,012,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,696 | ExcessFromYear4Amt |
| Excess From Year3 | $235,926 | ExcessFromYear3Amt |
| Excess From Year2 | $1,266,540 | ExcessFromYear2Amt |
| Excess From Year1 | $1,089,377 | ExcessFromYear1Amt |
| Excess From Current Year | $1,221,406 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F BARRY SHAW | ContributingManagerNm |
| Contributing Manager | BARBARA W SHAW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | F BARRY SHAW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4843348373 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER AND CONTAIN A SPECIFIC PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO PROMOTE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WORLD VISION | ||||||
| P O BOX 70102 | TACOMA | WA | 984810102 | PUBLIC CHARITY | WATER FUND | $10,000 |
| ROCK FORD FOUNDATION | ||||||
| 881 ROCKFORD ROAD | LANCASTER | PA | 17602 | PUBLIC CHARITY | JOHN J. SNYDER, JR. GALLERY OF EARLY LANCASTER COUNTY DECORATIVE ARTS | $30,000 |
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||
| 2583 GATEWAY DRIVE SUITE 130 | STATE COLLEGE | PA | 16801 | PUBLIC CHARITY | SIR CHRISTOPHER MILLARD CANCER RESEARCH/FOUR DIAMONDS/PSH CHILDREN'S HOSPITAL | $110,000 |
| LANCASTER FARMLAND TRUST | ||||||
| 125 LANCASTER AVENUE | STRASBURG | PA | 17579 | PUBLIC CHARITY | ANNUAL SUPPORT | $200,000 |
| GETTYSBURG COLLEGE | ||||||
| 300 N WASHINGTON STREET | GETTYSBURG | PA | 17325 | PUBLIC CHARITY | GETTYSBURG FUND, ORANGE & BLUE, JANET MORGAN RIGGS '77 SCHOLARSHIP & ANNUAL SUPPORT | $290,000 |
| BRETHREN VILLAGE | ||||||
| 3001 LITITZ PIKE | LANCASTER | PA | 17606 | PUBLIC CHARITY | REHABILITATION CENTER & DEVELOPMENT/BUILDING FUND | $300,000 |
| ELIZABETHTOWN COLLEGE | ||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | PUBLIC CHARITY | BOWERS CENTER FOR SPORTS, YOUNG CENTER EXPANSION, ELIZABETHTOWN COLLEGE FUND & CARL J. STRIKWERDA & GAIL M. BOSSENGA AWARD | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,290,000 | 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 | $21,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $504 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $504 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,280 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,784 | 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 | THE WENGER GROUP INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,040 | Amt |
| Net Investment Income | $1,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,520 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC CAPITAL MARKETS | StockNm |
| EOY Book Value | $363,236 | EOYBookValueAmt |
| EOYFMV | $435,853 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR RETURN OF CAPITAL | Desc |
| Amt | $844 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PA PPC REGISTRATION FEE | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
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