THE STEINMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINMAN FOUNDATION (EIN 23-6266377)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202001979349100720
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T08:12:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | 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 | 236266377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEINMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 7172918793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1328 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176080128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE D ZIMMERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7172918793 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2154414600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.55.30.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 21:44:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 53E9ECDD8749ACF5AA2CFEC8BBAA20E901D428B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 53E9ECDD8749ACF5AA2CFEC8BBAA20E901D428B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,421,731 | 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 | $36,666 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,998,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,998,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,666,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,161,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,666,733 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,525 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,525 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,728,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,691,491 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $906,502 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $385,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $521,490 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $225,817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29,117 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,607 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $62,036 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $62,036 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $274,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $236,797 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,502,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $385,012 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $873,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,519,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,519,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,021,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $385,012 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,392,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,706,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,306,479 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,006 | CashBOYAmt |
| Cash EOY | $251,370 | CashEOYAmt |
| Cash EOYFMV | $251,370 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,941,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,567,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,567,291 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $8,554 | RcvblFromOfficersBOYAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $57,684,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,274,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,872,856 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,526,402 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,881,787 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,100,758 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,012,114 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $491,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,409 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $479,456 | LandEOYAmt |
| Land EOYFMV | $479,456 | LandEOYFMVAmt |
| Other Assets BOY | $491,865 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,915,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,604,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,421,731 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $56,106 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $38,294 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $56,106 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,294 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $88,987,276 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,987,276 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$14,127,919 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$6,421,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,859,357 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,565,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,915,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,604,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,859,357 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,706,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $82,565,778 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,565,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFS INSTITUTIONAL INTERNATIONAL EQUITY | P | 2018-01-01 | 2019-06-19 | $536,355 | $507,359 | $28,996 | $28,996 |
| TWEEDY BROWN GLOBAL VALUE | P | 2018-01-01 | 2019-06-19 | $530,339 | $529,876 | $463 | $463 |
| VANGUARD FTSE DEVELOPED MARKETS | P | 2018-04-06 | 2019-06-19 | $894,885 | $944,629 | -$49,744 | -$49,744 |
| MID CAP | P | 2018-03-23 | 2019-12-04 | $847,675 | $927,504 | -$79,829 | -$79,829 |
| DOUGLAS LANE ADV | P | 2011-03-21 | 2019-12-12 | $22,424,040 | $10,707,409 | $11,716,631 | $11,716,631 |
| PNC CAPITAL ADV | P | 2016-02-19 | 2019-12-30 | $10,434,711 | $10,423,225 | $11,486 | $11,486 |
| INTL GROWTH | P | 2019-06-19 | 2019-12-03 | $92,023 | $82,303 | $9,720 | $9,720 |
| PNC CAP S/T FI | P | 2019-07-09 | 2019-12-26 | $374,588 | $372,768 | $1,820 | $1,820 |
| MATTHEWS PACIFIC TIGER FUND | P | 2018-01-01 | 2019-12-17 | $27,190 | $27,190 | $27,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,666,733 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,445,580 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $104,530,531 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042529 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,550,453 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $97,667,165 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046591 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,643,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $86,078,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,351,966 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $90,569,085 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037010 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,365,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $87,149,571 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038623 | DistributionYr5Rt |
| Total Distribution | 0.207077 | TotalDistributionRt |
| Average Distribution | 0.041415 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $105,813,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,382,279 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133,065 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,515,344 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,392,970 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $133,065 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $133,065 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $133,065 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,259 | EsPenaltyAmt |
| Overpayment | $25,676 | OverpaymentAmt |
| Applied To ES Tax | $25,676 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.STEINMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ITS OFFICERS | IndividualWithBooksNm |
| Phone | 7172918607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 W KING ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17608 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MS BEVERLY R STEINMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CO-CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MS PAMELA M THYE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CO-CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MR ROBERT M KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | VICE CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MR SHANE D ZIMMERMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | PRESIDENT & TREASURER | 0.10 | $0 | $0 | $0 |
| MS LAUREN V FRICK | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | SECRETARY | 0.10 | $0 | $0 | $0 |
| MS HALE A KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MS CAROLINE N HILL | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MR DALE L PRINCE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $24,000 | $0 | $0 |
| MS G ANNE ORBAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISAWAY LLC | |||||
| 8 W KING STREET | LANCASTER | PA | 17603 | INVESTMENT MANAGEMENT | $344,400 |
| MERAKI ENTERPRISES LLC | |||||
| 714 RACE AVENUE | LANCASTER | PA | 17603 | CONSULTING | $121,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $100,151,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,273,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,425,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,425,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,611,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,813,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,290,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,290,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133,065 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $50 | IncomeTaxAmt |
| Total Tax | $133,115 | TotalTaxAmt |
| Distributable Before Adj | $5,157,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,157,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,157,576 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,392,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,392,970 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $133,065 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,259,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,157,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $216,677 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,392,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $216,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,157,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,717 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,717 | 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 | $18,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $18,717 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JASON ANDREWS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1328 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7172918764 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION FORMS FURNISHED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28 OF SENIOR YEAR OF STUDENT APPLICANT | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS RESTRICTED TO NEWSPAPER CARRIERS AND EMPLOYEES' CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A KENSINGER CO JUNIATA COLLEGE | ||||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | NONE | NC | SCHOLARSHIP | $7,500 | |
| ARCHIE'S ADVENTURE | ||||||||
| C/O LANCASTER COUNTY COMMUNITY | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $20,000 | FOUNDATION 24 W KING ST STE 201 |
| ASHLEY FIDLER CO SHIPPENSBURG UNIVERSITY | ||||||||
| 1871 OLD MAIN DR | SHIPPENSBURG | PA | 17257 | NONE | PC | SCHOLARSHIP | $3,750 | |
| B BITTS CO MILLERSVILLE UNIVERSITY | ||||||||
| 40 DILWORTH ROAD | MILLERSVILLE | PA | 17551 | NONE | NC | SCHOLARSHIP | $3,750 | |
| BOYS AND GIRLS CLUB OF LANCASTER | ||||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | NONE | PC | GRANT - OPERATIONS AND SUMMER CAMP | $255,995 | |
| BRIGHT SIDE OPPORTUNITIES CORP | ||||||||
| 515 HERSHEY AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $37,102 | |
| CASA | ||||||||
| 53 NORTH DUKE STREET STE 218 | LANCASTER | PA | 17602 | NONE | PC | GRANT | $25,000 | |
| SCHWAB CHARITABLE | ||||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | NC | GRANT | $1,500,000 | |
| CLINIC FOR SPECIAL CHILDREN | ||||||||
| 535 BUNKER HILL RD | STRASBURG | PA | 17579 | NONE | PC | GRANT | $25,000 | |
| COLUMBIA BOROUGH SCHOOL DISTRICT | ||||||||
| 200 N FIFITH STREET | COLUMBIA | PA | 17512 | NONE | PC | GRANT - STEM | $1,388 | |
| COMMUNITY ACTION PARTNERSHIP | ||||||||
| 601 S QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $2,500 | |
| COMMUNITY FIRST FUND | ||||||||
| 51 SOUTH DUKE STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $100,000 | |
| CONESTOGA HOUSE FOUNDATION | ||||||||
| 8 W KING ST | LANCASTER | PA | 17603 | NONE | POF | GRANT - OPERATING AND CAPITAL | $565,000 | |
| D PHILLIPS CO ELIZABETHTOWN COLLEGE | ||||||||
| 1 ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | NC | SCHOLARSHIP | $7,500 | |
| EASTERN LANCASTER COUNTY SCHOOL DISTRICT | ||||||||
| 669 EAST MAIN ST | NEW HOLLAND | PA | 17557 | NONE | PC | GRANT - STEM | $1,388 | |
| ELIZABETHTOWN COLLEGE | ||||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | PC | GRANT | $150,000 | |
| ENVISION EXCELLENCE | ||||||||
| 15318 GEORGIAN SQUARE CT | ROCKVILLE | MD | 20853 | NONE | PC | STEM FUNDERS NETWORK 2019 MEMBERSHIP | $20,000 | |
| EPHRATA PUBLIC LIBRARY | ||||||||
| 550 S READING RD | EPHRATA | PA | 17522 | NONE | PC | GRANT | $10,000 | |
| C FISHER CO EVANGELICAL THEOLOGICAL | ||||||||
| 121 S COLLEGE ST | MYERSTOWN | PA | 17067 | NONE | PC | FELLOWSHIP | $2,060 | |
| F RODA CO PHILADELPHIA UNIVERSITY | ||||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | NC | SCHOLARSHIP | $7,500 | |
| F WENRICH CO MILLERSVILLE UNIVERSITY | ||||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17551 | NONE | PC | SCHOLARSHIP | $2,500 | |
| FOURTH ECONOMY CONSULTING INC | ||||||||
| 1501 PREBLE AVE 2ND FLOOR | PITTSBURGH | PA | 15233 | NONE | PC | GRANT - STEM | $30,000 | |
| GIRLS ON THE RUN OF LANCASTER | ||||||||
| 1062 MANHEIM PIKE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $10,000 | |
| HANDS ON HOUSE | ||||||||
| 721 LANDIS VALLEY RD | LANCASTER | PA | 17601 | NONE | PC | GRANT - STEM | $35,000 | |
| HARRISBURG AREA COMMUNITY COLLEGE | ||||||||
| ONE HACC DRIVE | HARRISBURG | PA | 17110 | NONE | PC | GRANT | $30,000 | |
| HORIZONS AT LANCASTER COUNTRY DAY SCHOOL | ||||||||
| 725 HAMILTON RD | LANCASTER | PA | 17603 | NONE | PC | GRANT | $36,580 | |
| J FIDGETT CO ST JOSEPH'S UNIVERSITY | ||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | NC | SCHOLARSHIP | $3,750 | |
| JADEN MONTGOMERY CO AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PC | SCHOLARSHIP | $3,750 | |
| JUNIOR ACHIEVEMENT-LANCASTER | ||||||||
| 2420 GEHMAN LANE | LANCASTER | PA | 17602 | NONE | PC | GRANT | $10,000 | |
| K FULMER CO UNIVERSITY OF DELAWARE | ||||||||
| 210 SOUTH COLLEGE AVENUE | NEWARK | DE | 19716 | NONE | NC | SCHOLARSHIP | $7,500 | |
| LA ACADEMIA-THE PARTNERSHIP CHARTER SCHOOL | ||||||||
| 30 N ANN ST | LANCASTER | PA | 17602 | NONE | PC | GRANT - STEM | $230,150 | |
| LAMPETER-STRASBURG SCHOOL DISTRICT | ||||||||
| 1600 BOOK RD | LANCASTER | PA | 17602 | NONE | PC | GRANT - STEM | $1,388 | |
| C FISHER CO LANCASTER BIBLE COLLEGE | ||||||||
| 901 EDEN RD | LANCASTER | PA | 17601 | NONE | PC | FELLOWSHIPFELLOWSHIP | $5,940 | |
| LANCASTER CHAMBER OF COMMERCE | ||||||||
| 100 S QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | GRANT | $18,833 | |
| LANCASTER CITY ALLIANCE | ||||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $85,000 | |
| LANCASTER COUNTY BOYS SCOUTS | ||||||||
| 630 JANET AVE 114 | LANCASTER | PA | 17601 | NONE | PC | GRANT | $11,000 | |
| LANCASTER COUNTY CAREER & TECHNOLOGY | ||||||||
| 1730 HANS HERR DR | WILLOW STREET | PA | 17584 | NONE | PC | GRANT - STEM | $100 | |
| LANCASTER COUNTY COMMUNITY FOUNDATION | ||||||||
| 24 W KING ST 201 | LANCASTER | PA | 17603 | NONE | PC | GRANT | $50,000 | |
| LANCASTER EARLY EDUCATION CENTER | ||||||||
| 150 S QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT | $100,000 | |
| LANCASTER FARMLAND TRUST | ||||||||
| 125 LANCASTER AVE | STRASBURG | PA | 17579 | NONE | PC | GRANT | $2,500 | |
| LANCASTERHISTORYORG | ||||||||
| 230 N PRESIDENT AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $5,000 | |
| LANCASTER HOUSING OPPORTUNITY PARTNERSHIP | ||||||||
| 123 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $125,000 | |
| LANCASTER LEBANON EDUCATION | ||||||||
| 1020 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | NONE | PC | GRANT - STEM | $10,000 | |
| LANCASTER LEBANON IU13 | ||||||||
| 1020 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | NONE | PC | GRANT - STEM | $108,037 | |
| LANCASTER REDEVELOPMENT FUND | ||||||||
| 28 PENN SQUARE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $25,000 | |
| LANCASTER SCIENCE FACTORY | ||||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | NONE | PC | GRANT - STEM | $125,000 | |
| LEADERSHIP LANCASTER | ||||||||
| 100 S QUEEN ST | LANCASTER | PA | 17608 | NONE | PC | GRANT | $10,000 | |
| LEADS | ||||||||
| 53 DUKE ST | LANCASTER | PA | 17602 | NONE | PC | GRANT | $3,388 | |
| MADISON WATSON CO TOWSON UNIVERSITY | ||||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | PC | SCHOLARSHIP | $3,750 | |
| MANHEIM TWP SCHOOL DISTRICT | ||||||||
| 450A CANDLEWYCK RD PO BOX 5134 | LANCASTER | PA | 17606 | NONE | PC | GRANT - STEM | $1,388 | |
| MARTIN LUTHER KING SCHOLARSHIP FUND | ||||||||
| PO BOX 6303 | LANCASTER | PA | 17607 | NONE | PC | GRANT | $5,000 | |
| MILLERSVILLE UNIVERSITY | ||||||||
| 1 SOUTH GEORGE STREET | MILLERSVILLE | PA | 17551 | NONE | PC | GRANT | $131,906 | |
| MUSIC FOR EVERYONE | ||||||||
| 42 N PRINCE ST | LANCASTER | PA | 17603 | NONE | PC | GRANT | $35,000 | |
| NATIONAL 4-H COUNCIL | ||||||||
| 7100 CONNECTICUT AVE | CHEVY CHASE | MD | 20815 | NONE | PC | GRANT - STEM | $10,000 | |
| NORTH MUSEUM OF NATURAL HISTORY & SCIENCE-LANCASTER | ||||||||
| 400 COLLEGE AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $6,861 | |
| PENN MANOR SCHOOL DISTRICT | ||||||||
| 2950 CHARLESTOWN ROAD | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $1,388 | |
| PA LEGISLATURE CORRESPONDENTS ASSOCIATION | ||||||||
| 501 N 3RD ST | HARRISBURG | PA | 17120 | NONE | NC | GRANT | $14,000 | |
| PRIMA ARTS INC | ||||||||
| 941 WHEATLAND AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $10,000 | |
| SPARKS FOUNDATION | ||||||||
| 610 WEST WYOMISSING AVENUE | MOHNTON | PA | 19540 | NONE | PC | GRANT - STEM | $10,000 | |
| SAMARITAN COUNSELING CENTER | ||||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $25,000 | |
| SCHOOL DISTRICT OF LANCASTER | ||||||||
| 251 S PRINCE ST | LANCASTER | PA | 17603 | NONE | PC | GRANT | $1,388 | |
| SCHREIBER PEDIATRIC REHAB CTR | ||||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NONE | PC | GRANT | $25,000 | |
| SUSAN P BYRNES HEALTH EDUCATION CENTER | ||||||||
| 515 SOUTH GEORGE ST | YORK | PA | 17401 | NONE | PC | GRANT | $20,000 | |
| T LAM CO GETTYSBURG COLLEGE | ||||||||
| 300 N WASHINGTON ST | GETTYSBURG | PA | 17325 | NONE | PC | SCHOLARSHIP | $2,500 | |
| TABOR COMMUNITY SERVICES-LANCASTER | ||||||||
| 308 E KING ST 1 | LANCASTER | PA | 17608 | NONE | PC | GRANT | $25,000 | |
| TEAM PENNSYLVANIA FOUNDATION | ||||||||
| 240 N 3RD ST 2ND FLOOR | HARRISBURG | PA | 17101 | NONE | PC | GRANT | $500 | |
| THE FOUNDATION OF EDC | ||||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $200,000 | |
| UNITED WAY OF LANCASTER COUNTY | ||||||||
| 1910 HARRINGTON DRIVE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $75,000 | |
| WATER SCIENCE INSTITUTE | ||||||||
| 177 RIVER DRIVE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $75,000 | |
| YWCA | ||||||||
| 110 N LIME STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,519,530 | 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 | $1,998,233 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,236 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,666,733 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,236 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,690,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,691,491 | 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 | LANCASTER COUNTY WORKFORCE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 W LIBERTY STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,666 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE BOND PREMIUM AMORTIZATION ELECTION PURSUANT TOCODE SEC. 171(C). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $14,881,787 | EOYBookValueAmt |
| EOYFMV | $15,100,758 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $59,274,168 | EOYBookValueAmt |
| EOYFMV | $89,872,856 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP | Desc |
| BOY Book Value | $491,865 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE AND DOMAIN FEES | $27,927 | $0 | $27,927 |
| MEMBERSHIP DUES | $20,850 | $0 | $20,850 |
| MISCELLANEOUS | $83,792 | $0 | $46,346 |
| STEM EXPENSES | $141,675 | $0 | $141,674 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $25,289 | $25,289 | $25,289 |
| PARTNERSHIP INCOME | $1,236 | $1,236 | $1,236 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $385,012 | $385,012 | $0 |
| MANAGEMENT FEE | $323,400 | $0 | $323,400 |
| PROFESSIONAL FEES | $198,090 | $0 | $198,090 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - CHARLES SCHWAB | $12,877 | $0 | $12,877 |
| EXCISE TAX | $196,700 | $0 | $0 |
| REAL ESTATE TAXES | $16,240 | $0 | $16,240 |
Comments