HALL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HALL FOUNDATION (EIN 23-6243044)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-20
- IRS object ID
- 201903249349100100
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-20T06:36:37-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251817405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W MORRIS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 68 | AddressLine1Txt |
| City | NEW BLOOMFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170680068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236243044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 7177611057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1200 | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN HALL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7177611057 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W MORRIS III | PreparerPersonNm |
| PTIN | P00219126 | PTIN |
| Phone | 7175828135 | PhoneNum |
| Preparation | 2019-11-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-20 | IPDt |
| IP Tm | 06:36:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 99843EED5F1CBB4A46654EAF5A85F79470B767F7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31C074B374820FEF3FB162138D7B7135358139D8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,690,507 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $257,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,326,345 | GrossSalesPriceAmt |
| Total Rev And Expnss | $321,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,073 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,212 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,085 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,606 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,460 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,460 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $6,177 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,471 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,089 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $47,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,637 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,014 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,014 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,274 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,073 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,073 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,718 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,573 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,573 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,492 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,595 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,574 | CashBOYAmt |
| Cash EOY | $10,227 | CashEOYAmt |
| Cash EOYFMV | $10,228 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,884 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,587 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $846,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,542,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,376,936 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,915,403 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,068,523 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,944,756 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $231,133 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $231,133 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $231,133 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $200,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,045,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,938,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,690,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,045,620 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,938,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,045,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,938,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,045,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,938,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,045,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,413 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,938,207 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,938,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| J.P. MORGAN | P | $2,018,688 | $2,048,425 | -$29,737 | -$29,737 |
| J.P. MORGAN | P | $1,235,395 | $1,351,120 | -$115,725 | -$115,725 |
| J.P. MORGAN | P | $72,178 | $63,201 | $8,977 | $8,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$136,485 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $298,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,042,773 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $281,087 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,079,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046232 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $328,151 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,434,885 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $359,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,618,882 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $326,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,496,172 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050246 | DistributionYr5Rt |
| Total Distribution | 0.251089 | TotalDistributionRt |
| Average Distribution | 0.050218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,877,143 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $295,138 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,360 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,995 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,443 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,443 | SubtotalAmt |
| Tax Based On Investment Income | $2,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,035 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,035 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $10,551 | OverpaymentAmt |
| Applied To ES Tax | $2,443 | AppliedToESTaxAmt |
| Refund | $8,108 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DARREN HALL | IndividualWithBooksNm |
| Phone | 7177611057 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1200 | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17001 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT E HALL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | PRESIDENT | 000.00 | $53,438 | $0 | $0 |
| LEROY ZIMMERMAN | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | TRUSTEE | 000.00 | $2,550 | $0 | $0 |
| GERALD HALL JR | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | SECRETARY | 000.00 | $12,062 | $0 | $0 |
| DARREN HALL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | TREASURER | 000.00 | $12,062 | $0 | $0 |
| R JAREK HALL | ||||||||
| PO BOX 1200 | CAMP HILL | PA | 17001 | TRUSTEE | 000.00 | $5,100 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,756,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,966,643 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,966,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,877,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,443 | TotalTaxAmt |
| Distributable Before Adj | $291,414 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $291,414 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $291,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,995 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $282,995 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $282,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $374 | UndistributedIncomePYAmt |
| Qualifying Distributions | $282,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $374 | AppliedToYear1Amt |
| Applied To Current Year | $282,621 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,793 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT E HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1200 | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177611057 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP GRANTS AS REQUIRED BY THE PARITICIPATING COLLEGE ADMINISTRATOR. CHARITABLE CONTIRUBTIONS HAVE NO SPECIFIED FORMAT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THREE CALENDAR MONTHS PRIOR TO THE DATE OF THE REQUESTED GRANT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | COLLEGE SCHOLARSHIP GRANTS ARE AWARED (UP TO 2,000) TO INDIVIDUALS GRADUATING FROM HIGH SCHOOL DISTRICTDS HWIHC SPONS HARRSIBURG AREA COMMUNITY COLLEGE. AWARDS BASED ON MERITORIUS ACHIEVEMENT, LEADERSHIP QUALITIES AND PERSONAL SERVICES TO OTHERS AS DETERMINED EXCLUSIVELY BY THE PARTICIPATING SCHOOL DISTRICTS. AMOUNTS ARE AWARDED ANNUALLY AT THE DISCRETION OF THE FOURNDATION. OTHER SCHOLARSHIP GRANTS ARE REMITTED TO THE EDUCATIONAL INSTITUTION AS SELECTED BY THE APPROPRIATE SCHOOL DISTRICT FOR THE BENEIFT OF THE RECIPIENT. OTHER CHARITABLE GRANTS ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES AND LIMITED TO OTHER IRC SECTION 501 (C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 897 | HERSHEY | PA | 17033 | MEDICAL PROGRAMS & RESEARCH | $1,000 | |
| AMERICAN RED CROSS | ||||||
| 1804 NORTH 6TH STREET | HARRISBURG | PA | 17102 | ASSISTANCE BASED ON NEED | $2,500 | PUBLIC CHAR |
| ART ASSOCIATION OF HARRISBURG | ||||||
| 21 NORTH FRONT ST | HARRISBURG | PA | 17101 | EDUCATION AND EXHIBITIONS | $2,500 | PUBLIC CHAR |
| BETHESDA MISSION | ||||||
| PO BOX 3041 | HARRISBURG | PA | 17105 | COMMUNITY AND CULTURAL IMPROVEMENT | $2,500 | |
| BIG BROTHERS BIG SISTERS | ||||||
| 1500 NORTH 2ND ST STE H | HARRISBURG | PA | 17102 | YOUTH PROGRAMS | $2,000 | PUBLIC CHAR |
| BISHOP MCDEVITT HIGH SCHOOL | ||||||
| 1 CRUSADER WAY | HARRISBURG | PA | 17111 | SCHOLARSHIP | $2,000 | |
| BOY SCOUTS OF AMERICA | ||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | FUNDED PROGRAM "URBAN SCOUTING" | $2,500 | PUBLIC CHAR. |
| BOYS & GIRLS CLUB OF HARRISBURG | ||||||
| 1227 BERRYHILL STREET | HARRISBURG | PA | 17104 | YOUTH PROGRAMS | $2,500 | PUBLIC CHAR |
| BRETHREN HOUSING ASSOCIATION | ||||||
| 219 HUMMEL STREET | HARRISBURG | PA | 17104 | COMMUNITY PROGRAMS | $1,000 | PUBLIC CHAR |
| CAMP HILL HIGH SCHOOL | ||||||
| 100 SOUTH 24TH STREET | CAMP HILL | PA | 17011 | SCHOLARSHIP | $2,000 | |
| CAPITAL REGION LITERACY COUNCIL | ||||||
| PO BOX 60723 | HARRISBURG | PA | 17106 | LITERACY IMPROVEMENT | $2,500 | PUBLIC CHAR. |
| CARLISLE HIGH SCHOOL | ||||||
| 540 WEST NORTH ST | CARLISLE | PA | 17013 | SCHOLARSHIP | $2,000 | |
| CATHEDRAL PARISH OF ST PATRICK | ||||||
| 212 STATE ST | HARRISBURG | PA | 17101 | COMMUNITY AND CULTURAL IMPROVEMENT | $1,000 | |
| CEDAR CLIFF HIGH SCHOOL | ||||||
| 1301 CARLISLE ROAD | CAMP HILL | PA | 17011 | SCHOLARSHIP | $2,000 | |
| CENTRAL DAUPHIN EAST HIGH SCHOOL | ||||||
| 626 RUTHERFORD ROAD | HARRISBURG | PA | 17109 | SCHOLARSHIP | $2,000 | |
| CENTRAL DAUPHIN HIGH SCHOOL | ||||||
| 437 PIKETOWN ROAD | HARRISBURG | PA | 17112 | SCHOLARSHIP | $2,000 | |
| CENTRAL PA FOOD BANK | ||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | ASSISTANCE - NEED BASED | $1,000 | PUBLIC CHAR. |
| CENTRAL PA FRIENDS OF JAZZ | ||||||
| 5721 JONESTOWN ROAD | HARRISBURG | PA | 17112 | ART & CULTURE | $1,850 | PUBLIC CHAR |
| CENTRAL PA YOUTH BALLET | ||||||
| 5 NORTH ORANGE ST NO 3 | CARLISLE | PA | 17013 | COMMUNITY AND CULTURAL IMPROVEMENT | $2,000 | PUBLIC CHAR. |
| CENTRAL PENN COLLEGE EDUC FOUND | ||||||
| 600 VALLEY ROAD | SUMMERDALE | PA | 17093 | SCHOLARSHIPS | $10,000 | PUBLIC CHAR |
| CLEVE J FREDRICKSEN LIBRARY | ||||||
| 100 NORTH 19TH STREET | CAMP HILL | PA | 17011 | COMMUNITY PROGRAMS | $1,000 | PUBLIC CHAR |
| COMMUNITY CHECK UP CENTER | ||||||
| 38C HALL MANOR | HARRISBURG | PA | 17104 | MEDICAL SERVICES & RESEARCH | $1,000 | PUBLIC CHAR |
| CONTACT HELPLINE | ||||||
| PO BOX 90035 | HARRISBURG | PA | 17109 | COMMUNITY IMPROVEMENT | $500 | PUBLIC CHAR |
| CUMBERLAND PERRY AREAVOTECH SCHOOL | ||||||
| 110 OLD WILLOW MILL RD | MECHANICSBURG | PA | 17050 | SCHOLARSHIP | $2,000 | |
| CUMBERLAND VALLEY HIGH SCHOOL | ||||||
| 6746 CARLISLE PIKE | MECHANICSBURG | PA | 17050 | SCHOLARSHIP | $2,000 | |
| DAUPHIN COUNTY TECHNICAL SCHOOL | ||||||
| 6001 LOCUST LANE | HARRISBURG | PA | 17109 | SCHOLARSHIP | $2,000 | |
| EAST PENNSBORO AREA HIGH SCHOOL | ||||||
| 425 SHADY LANE | ENOLA | PA | 17025 | SCHOLARSHIP | $2,000 | |
| ELIZABETHTOWN COLLEGE LEADERSHIP CO | ||||||
| 1 ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | SCHOLARSHIP | $2,000 | PUBLIC CHARI |
| FRIENDS OF FORT HUNTER | ||||||
| 5300 NORTH FRONT STREET | HARRISBURG | PA | 17110 | COMMUNITY AND CULTURAL IMPROVEMENT | $1,000 | PUBLIC CHAR |
| GOODWILL KEYSTONE AREA | ||||||
| 1150 GOODWILL DRIVE | HARRISBURG | PA | 17101 | ASSISTANCE BASED ON NEED | $1,500 | PUBLIC CHAR. |
| GRACE UNITED METHODIST CHURCH | ||||||
| 216 STATE ST | HARRISBURG | PA | 17101 | CHURCH OPERATIONS | $2,000 | PUBLIC CHAR |
| HALIFAX AREA SCHOOL DISTRICT | ||||||
| 3940 PETERS MOUNTAIN RD | HALIFAX | PA | 17032 | SCHOLARSHIP | $2,000 | |
| HARRISBURG AREA RIVERBOAT SOCIETY | ||||||
| PO BOX 910 | HARRISBURG | PA | 17108 | COMMUNITY AND CULTURAL IMPROVEMENT | $6,000 | PUBLIC CHAR. |
| HARRISBURG AREA YMCA | ||||||
| 123 FORESTER ST | HARRISBURG | PA | 17102 | COMMUNITY AND CULTURAL IMPROVEMENT | $15,000 | PUBLIC CHAR. |
| HARRISBURG SYMPHONY ORCHESTRA | ||||||
| 800 CORPORATE CIRCLE | HARRISBURG | PA | 17110 | COMMUNITY AND CULTURAL IMPROVEMENT | $15,000 | PUBLIC CHAR |
| HERSHEY HIGH SCHOOL | ||||||
| BOX 898 550 HOMESTEAD RD | HERSHEY | PA | 17033 | SCHOLARSHIP | $2,000 | |
| HISTORIC HARRISBURG ASSOCIATION | ||||||
| 1230 NORTH THIRD STREET | HARRISBURG | PA | 17102 | COMMUNITY PROGRAMS | $15,500 | PUBLIC CHAR |
| HISTORICAL SOCIETY OF DAUPHIN COUNT | ||||||
| 219 S FRONT STREET | HARRISBURG | PA | 17104 | COMMUNITY AND CULTURAL IMPROVEMENT | $1,000 | PUBLIC CHAR. |
| HOFFMAN HOMES FOR YOUTH | ||||||
| 815 ORPHANAGE RD | LITTLESTOWN | PA | 17340 | RESIDENTIAL TREAMENT FOR YOUTH | $500 | PUBLIC CHAR. |
| HOMELAND CENTER | ||||||
| 1901 NORTH 5TH STREET | HARRISBURG | PA | 17102 | COMMUNITY AND CULTURAL IMPROVEMENT | $2,000 | |
| HOSPICE OF CENTRAL PA | ||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NURSING/EMOTIONAL SUPPORT | $3,000 | PUBLIC CHAR |
| JDRF CENTRAL PA | ||||||
| 3009 MARKET STREET | CAMP HILL | PA | 17011 | MEDICAL PROGRAMS & RESEARCH | $1,000 | PUBLIC CHAR |
| JUMP STREET | ||||||
| 21 S THIRD ST STE 200 | HARRISBURG | PA | 17101 | ART & CULTURE | $850 | PUBLIC CHAR |
| KEYSTONE HUMAN SERVICES | ||||||
| 124 PINE STREET | HARRISBURG | PA | 17101 | COMMUNITY PROGRAMS | $1,500 | PUBLIC CHAR |
| LADY OF VICTORY | ||||||
| 820 WESTERLY PARKWAY | STATE COLLEGE | PA | 16801 | COMMUNITY AND CULTURAL IMPROVEMENT | $2,000 | |
| LEUKEMIALYMPHOMA SOCIETY | ||||||
| 101 ERFORD RD STE 201 | CAMP HILL | PA | 17011 | MEDICAL PROGRAMS AND RESEARCH | $1,000 | PUBLIC CHAR |
| LINE MOUNTAIN HIGH SCHOOL | ||||||
| 187 LINE MOUNTAIN ROAD | HERNDON | PA | 17830 | SCHOLARSHIP | $2,000 | |
| LION FOUNDATION | ||||||
| 2627 CHESTNUT ST | CAMP HILL | PA | 17011 | COMMUNITY AND CULTURAL IMPROVEMENT | $500 | |
| LOWER DAUPHIN HIGH SCHOOL | ||||||
| 201 S HANOVER STREET | HUMMELSTOWN | PA | 17036 | SCHOLARSHIP | $2,000 | |
| MECHANICSBURG AREA SENIOR HIGH | ||||||
| 500 S BROAD STREET | MECHANICSBURG | PA | 17339 | SCHOLARSHIP | $2,000 | |
| MEDARD'S HOUSE | ||||||
| 1120 DREXEL HILLS BLVD | NEW CUMBERLAND | PA | 17070 | YOUTH PROGRAMS | $1,000 | |
| MESSIAH LIFEWAYS COMMUNITY SUPPORT | ||||||
| 100 MT ALLEN DRIVE | MECHANICSBURG | PA | 17055 | OTHER COMMUNITY PROGRAMS | $1,000 | |
| MIDDLETOWN AREA HIGH SCHOOL | ||||||
| 1155 N UNION STREET | MIDDLETOWN | PA | 17057 | SCHOLARSHIP | $2,000 | |
| MILLERSBURG AREA HIGH SCHOOL | ||||||
| 799 CENTER STREET | MILLERSBURG | PA | 17061 | SCHOLARSHIP | $2,000 | |
| MISSION CENTRAL | ||||||
| 5 PLEASANT VIEW DRIVE | MECHANICSBURG | PA | 17050 | OTHER COMMUNITY PROGRAMS | $2,000 | |
| MULTIPLE SCLEROSIS | ||||||
| 1501 REEDSDALE ST | PITTSBURGH | PA | 15233 | MEDICAL PROGRAMS AND RESEARCH | $1,000 | PUBLIC CHAR. |
| MULTIPLE SCLEROSIS SOCIETY | ||||||
| 2000 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | MEDICAL SERVICES & RESEARCH | $500 | PUBLIC CHAR |
| NATIONAL CIVIL WAR MUSEUM | ||||||
| 1 LINCOLN CIRCLE | HARRISBURG | PA | 17103 | COMMUNITY AND CULTURAL IMPROVEMENT | $1,200 | PUBLIC CHAR. |
| NED SMITH ART AND NATURE CENTER | ||||||
| 176 WATER COMPANY ROAD | MILLERSBURG | PA | 17061 | COMMUNITY AND CULTURAL IMPROVEMENT | $2,500 | PUBLIC CHAR. |
| NEW CUMBERLAND RIVER RESCUE | ||||||
| PO BOX 445 | NEW CUMBERLAND | PA | 17070 | RIVER RESCUE | $500 | PUBLIC CHAR. |
| NEW HOPE MINISTRIES | ||||||
| 99 W CHURCH ST PO BOX 448 | DILLSBURG | PA | 17019 | ASSISTANCE - NEED BASED | $1,000 | PUBLIC CHAR. |
| NEWPORT HIGH SCHOOL | ||||||
| 500 CAROLINE STREET | NEWPORT | PA | 17074 | SCHOLARSHIP | $2,000 | |
| NORTHERN HIGH SCHOOL | ||||||
| 653 SOUTH BALTIMORE ST | DILLSBURG | PA | 17019 | SCHOLARSHIP | $2,000 | |
| OLV CATHOLIC SCHOOL | ||||||
| 800 WESTERLY PARKWAY | STATE COLLEGE | PA | 16801 | YOUTH PROGRAMS | $1,500 | PUBLIC CHAR |
| OPEN STAGE OF HARRISBURG | ||||||
| 25 NORTH COURT STREET | HARRISBURG | PA | 17101 | COMMUNITY AND CULTURAL IMPROVEMENT | $1,500 | PUBLIC CHAR |
| PA HERITAGE FOUNDATION | ||||||
| 400 NORTH STREET | HARRISBURG | PA | 17120 | YOUTH PROGRAMS | $500 | PUBLIC CHAR |
| PA WOUNDED WARRIORS | ||||||
| 1117 COUNTRY CLUB ROAD | CAMP HILL | PA | 17011 | ASSISTANCE - NEED BASED | $2,000 | PUBLIC CHAR |
| PENN STATE CHILDREN'S MIRACLE NETWO | ||||||
| 1249 COCOA AVE STE 115 | HERSHEY | PA | 17033 | MEDICAL SERVICES & RESEARCH | $1,000 | |
| PENN STATE HARRISBURG | ||||||
| 777 W HBG PIKE | MIDDLETOWN | PA | 17057 | SCHOLARSHIP | $3,500 | |
| PENN STATE UNIVERSITY | ||||||
| 147 BRYCE JORDAN CENTER | UNIVERSITY PARK | PA | 16802 | SCHOLARSHIP | $15,000 | |
| PENN STATE UNIVERSITY | ||||||
| 103 HUB ROBESON CENTER | UNIVERSITY PARK | PA | 16802 | SCHOLARSHIP | $1,500 | |
| PENNSYLVANIA FAMILY SUPPORT | ||||||
| 2000 LINGLESTOWN RD | HARRISBURG | PA | 17110 | YOUTH PROGRAMS | $1,000 | PUBLIC CHAR |
| PENNSYLVANIA JUNIOR ACADEMY OF SCIE | ||||||
| 1200 BRIDGE STREET | NEW CUMBERLAND | PA | 17070 | YOUTH PROGRAMS | $500 | PUBLIC CHAR. |
| PERRY COUNTY COUNCIL OF THE ARTS | ||||||
| 67 NORTH 4TH STREET | NEWPORT | PA | 17074 | COMMUNITY AND CULTURAL IMPROVEMENT | $500 | PUBLIC CHAR |
| RED LAND HIGH SCHOOL | ||||||
| 560 FISHIN CREEK RD | LEWISBERRY | PA | 17339 | SCHOLARSHIP | $2,000 | |
| RONALD MCDONALD HOUSE | ||||||
| 745 W GOVERNOR RD | HERSHEY | PA | 17033 | LODGING/MEALS FOR FAMILIES OF ILL CH | $1,000 | PUBLIC CHAR. |
| SALVATION ARMY | ||||||
| PO BOX 61798 | HARRISBURG | PA | 17102 | ASSISTANCE BASED ON NEED | $5,000 | PUBLIC CHAR |
| SCI TECH HIGH CAMPUS - HARRISBURG | ||||||
| 215 MARKET STREET | HARRISBURG | PA | 17101 | SCHOLARSHIP | $2,000 | |
| SOUTH MIDDLETON SCHOOL DISTRICT | ||||||
| 4 FORGE ROAD | BOILING SPRINGS | PA | 17007 | SCHOLARSHIP | $2,000 | |
| STEELTON HIGHSPIRE SCHOOL DISTRICT | ||||||
| 250 REYNDERS AVENUE | STEELTON | PA | 17113 | SCHOLARSHIP | $2,000 | |
| SUSQUEHANNA ART MUSEUM | ||||||
| 1401 N 3RD ST | HARRISBURG | PA | 17102 | COMMUNITY AND CULTURAL IMPROVEMENT | $500 | PUBLIC CHAR |
| SUSQUEHANNA FOLK MUSIC SOCIETY | ||||||
| 378 OLD YORK RD | NEW CUMBERLAND | PA | 17070 | COMMUNITY AND CULTURAL IMPROVEMENT | $500 | PUBLIC CHAR. |
| SUSQUEHANNA TOWNSHIP SCHOOL DISTRIC | ||||||
| 2579 INTERSTATE DRIVE | HARRISBURG | PA | 17110 | SCHOLARSHIP | $2,000 | |
| SUSQUENITA HIGH SCHOOL | ||||||
| 309 SCHOOLHOUSE ROAD | DUNCANNON | PA | 17020 | SCHOLARSHIP | $2,000 | |
| TEAM REAM FOUNDATION | ||||||
| PO BOX 462 | BOALSBURG | PA | 16827 | COMMUNITY AND CULTURAL IMPROVEMENT | $2,500 | |
| THADDEUS STEVENS FOUNDATION | ||||||
| 750 EAST KING STREET | LANCASTER | PA | 17602 | SCHOLARSHIPS | $4,000 | PUBLIC CHAR |
| THEATRE HARRISBURG | ||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 17110 | COMMUNITY AND CULTURAL IMPROVEMENT | $1,000 | PUBLIC CHAR |
| TRINITY HIGH SCHOOL | ||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | SCHOLARSHIP | $2,000 | |
| UPPER DAUPHIN AREA SCHOOL DISTRICT | ||||||
| 5668 STATE ROUTE 209 | LYKENS | PA | 17048 | SCHOLARSHIP | $2,000 | |
| VISTA FOUNDATION | ||||||
| 1021 SPRINGBOARD DRIVE | HERSHEY | PA | 17033 | MEDICAL SERVICES FOR CHILDREN | $1,000 | PUBLIC CHAR |
| WILDLIFE FOR EVERYONE FOUNDATION | ||||||
| 341 SCIENCE PARK ROAD | STATE COLLEGE | PA | 16801 | HIGHER EDUCATION | $1,000 | |
| WITF | ||||||
| 4801 LINDLE ROAD | HARRISBURG | PA | 17111 | COMMUNITY AND CULTURAL IMPROVEMENT | $1,000 | PUBLIC CHAR |
| WORLD AFFAIRS COUNCIL OF HARRISBURG | ||||||
| 4TH AND MARKET ST | HARRISBURG | PA | 17101 | EDUCATE AND ENGAGE ON GLOBAL ISSUES | $500 | PUBLIC CHAR. |
| WORLD SURGICAL FOUNDATION | ||||||
| PO BOX 1006 | CAMP HILL | PA | 17001 | COMMUNITY SUPPORT | $2,500 | |
| WORLD VISION INC | ||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | YOUTH PROGRAMS | $2,000 | |
| YORK COUNTY YOUTH DEVELOPMENT | ||||||
| 3564 HEINDEL ROAD | YORK | PA | 17402 | YOUTH PROGRAMS | $1,000 | PUBLIC CHAR. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $257,073 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,698 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPAID DONATION | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $321,771 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $321,771 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $6,800 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | J.P. MORGAN | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $84 | GrossSalesPriceAmt |
| Basis | $99 | BasisAmt |
| Total Net | -$15 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (45 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE | ||
| PIMCO INCOME | ||
| KINDRED HEALTHCARE | ||
| TENET HEALTHCARE CORP | $100,928 | $99,875 |
| RITE AID CORP | ||
| ICHAN ENTERPRISES | $212,682 | $209,738 |
| P.H. GLADFELTER | $204,169 | $200,233 |
| RR DONNELLEY & SONS | $58,583 | $56,000 |
| SUNOCO LP | ||
| RANGE RESOURCES | $25,317 | $23,688 |
| SELECT MEDICAL | $761,005 | $748,125 |
| RITE AID CORP | ||
| WILLIAM CARTER | $153,411 | $149,250 |
| ORBITAL | ||
| FREEPORT- MCMORAN | $118,950 | $118,645 |
| NCR CORP | $198,783 | $188,175 |
| ICHAN ENTERPRISES/FIN | $61,169 | $58,800 |
| LAMAR MEDIA | ||
| OSHKOSH CORP | ||
| TENET HEALTHCARE CORP | $61,907 | $60,150 |
| CONSOL ENERGY | $196,635 | $187,200 |
| TRIBUNE MEDIA | $77,709 | $75,375 |
| DAVITA INC | $161,718 | $156,215 |
| RANGE RESOURCES | $27,000 | $23,895 |
| TESORO | $179,360 | $176,503 |
| HEALTHSOUTH | $175,090 | $171,500 |
| T-MOBILE USA | $87,600 | $85,419 |
| CHEMOURS | $184,107 | $176,750 |
| CALERES | $93,842 | $90,000 |
| DANA HOLDING | $136,992 | $131,340 |
| ORBITAL | ||
| LIFEPOINT HEALTH | ||
| PETROBRAS GLOBAL | $91,597 | $92,268 |
| KB HOME | $61,325 | $59,015 |
| WESCO DISTRIBUTION INC | $88,746 | $86,900 |
| ARCONIC INC | $42,615 | $42,608 |
| WYNDHAM WORLDWIDE | $112,926 | $110,780 |
| URS CORP | $4,069 | $3,960 |
| SINCLAIR TELEVISION GROUP | $89,467 | $87,653 |
| BERRY PLASTICS CORP | $59,256 | $58,580 |
| SPRINT NEXTEL CORP | $88,859 | $87,338 |
| KB HOME - 48666K | $18,251 | $17,213 |
| SCOTTS MIRACLE GRO | $56,740 | $54,725 |
| GOODYEAR | $57,832 | $56,840 |
| US TREAS BILL | $19,883 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | ||
| CHEVRON CORP | ||
| VANGUARD ENERGY ETF | $132,412 | $71,712 |
| BLACKSTONE GROUP | ||
| FINANCIAL SELECT | $65,122 | $65,743 |
| INDUSTRIAL SELECT | $64,210 | $64,410 |
| VANGUARD VALUE ETF | $234,746 | $216,959 |
| ALERIAN | ||
| VANGUARD SMALL-CAP | $118,926 | $105,592 |
| ISHARES MSCI ACWI INDEX | ||
| SIMON PROPERTY GROUP | ||
| SPDR S&P 500 ETF TRUST | $294,548 | $280,410 |
| VANGUARD DIV APPREC ETF | $183,151 | $170,335 |
| VANGUARD HIGH DIV ETF | $58,062 | $53,189 |
| VANGUARD LARGECAP ETF | $284,429 | $252,003 |
| VANGUARD GROWTH ETF | $107,063 | $96,583 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE BUILDING | CategoryOrItemTxt |
| Cost Or Other Basis | $231,133 | CostOrOtherBasisAmt |
| Book Value | $231,133 | BookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $1,391 | $626 | $626 |
| INSURANCE | $3,050 | $2,288 | $458 |
| ADVERTISING | $3,170 | $3,170 | |
| FEES & EXPENSES J.P. MORGAN | $881 | $881 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $47,637 | Amt |
| Net Investment Income | $47,637 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF TAXES | CategoryTxt |
| Amt | $27,014 | Amt |
| Net Investment Income | $27,014 | NetInvestmentIncomeAmt |
Comments