LONG FAMILY EDUCATIONAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LONG FAMILY EDUCATIONAL FOUNDATION (EIN 22-2719260)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349101970
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:18:43-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231311005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYER & RITTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 HOUSE AVENUE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | 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 | 222719260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG FAMILY EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 7172435757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F LONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7172435757 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S WILDASIN CPA | PreparerPersonNm |
| PTIN | P00795734 | PTIN |
| Phone | 7177617210 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.201.234.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 10:41:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 501B217634A2F4FD98DBF62133C0BD4A6A47FB4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,089,322 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $311,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $311,355 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $311,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,355 | 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 | $1,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $947 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $948 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,393 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $697 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $696 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,602 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,699 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,699 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $128,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,711 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,174,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $316,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $316,587 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,970,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,214,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,214,205 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,653,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,558,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,558,530 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,798,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,089,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,089,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $11,798,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,089,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,798,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,089,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,798,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,089,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,798,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $128,562 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,926,681 | SubtotalAmt |
| Other Decreases | $837,359 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,089,322 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $423,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,911,426 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038849 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $468,264 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,958,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052268 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $792,176 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,550,726 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.092644 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $641,711 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,046,083 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070938 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $903,859 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,051,690 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112257 | DistributionYr5Rt |
| Total Distribution | 0.366956 | TotalDistributionRt |
| Average Distribution | 0.073391 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,315,355 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $830,445 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,097 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $833,542 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,945 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $954 | TaxDueAmt |
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 |
| 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 | ROBERT F LONG | IndividualWithBooksNm |
| Phone | 7172435757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | 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 (3 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 F LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHERINE LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TODD R LONG | ||||||||
| 5 WELLINGTON COURT | CARLISLE | PA | 17013 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS FOR EDUCATIONAL EXPENSES FOR EIGHT STUDENTS ATTENDING POST-SECONDARY EDUCATION WITH PAYMENTS MADE DIRECTLY FOR EDUCATIONAL EXPENSES UNDER APPROVED SCHOLARSHIP PROGRAM | Description1Txt |
| Expenses1 | $48,602 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,698,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $789,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,487,670 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,487,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,315,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $565,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,194 | TotalTaxAmt |
| Distributable Before Adj | $559,574 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $559,574 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $559,574 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,945 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,945 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,945 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $559,574 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $388,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $193,683 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $372,358 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,529 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $979,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $383,629 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $383,629 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $596,054 | 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 | $4,484 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $591,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $193,683 | ExcessFromYear4Amt |
| Excess From Year3 | $372,358 | ExcessFromYear3Amt |
| Excess From Year2 | $25,529 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF THE UNITED STATES ARMY | |||||||
| 2425 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | 501 C3 | GENERAL | $1,499 |
| BLESSED SACRAMENT CHURCH | |||||||
| 2121 N 3RD STREET | HARRISBURG | PA | 17110 | NONE | 501 C3 | GENERAL | $2,400 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501 C3 | GENERAL | $12,500 |
| CARLISLE AREA FAMILY LIFE CENTER | |||||||
| 155 N HANOVER ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,650 |
| CARLISLE FAMILY YMCA | |||||||
| 311 SOUTH WEST STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $5,000 |
| CENTRAL PA YOUTH BALLET | |||||||
| 5 N ORANGE ST 3 | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,000 |
| CHRIST THE KING SCHOOL | |||||||
| 164 HOPKINS AVE | HADDONFIELD | NJ | 08033 | NONE | 501 C3 | GENERAL | $3,000 |
| CUMBERLAND COUNTY HISTORICAL SOCIETY | |||||||
| 21 N PITT ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| CUMBERLAND PERRY ARC | |||||||
| 71 ASHLAND AVENUE | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| FORDHAM UNIVERSITY | |||||||
| 557 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | 501 C3 | GENERAL | $12,000 |
| FRIENDS OF CARLISLE THEATRE | |||||||
| 40 WEST HIGH STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | 501 C3 | GENERAL | $250 |
| MARANATHA CARLISLE | |||||||
| 17 E HIGH ST SUITE 104 | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $500 |
| MID PENN LEGAL SERVICES | |||||||
| 213-A NORTH FRONT STREET | HARRISBURG | PA | 17101 | NONE | 501 C3 | GENERAL | $1,000 |
| SALVATION ARMY | |||||||
| 20 E POMFRET ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| ST PATRICK CHURCH SCHOOL | |||||||
| 87 MARSH DR | CARLISLE | PA | 17015 | NONE | 501 C3 | GENERAL | $29,000 |
| TRINITY HIGH SCHOOL | |||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | NONE | 501 C3 | GENERAL | $20,000 |
| VILLANOVA | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | 501 C3 | GENERAL | $20,000 |
| NEW BIRTH OF FREEDOM COUNCIL | |||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | NONE | 501 C3 | GENERAL | $2,300 |
| SUSQUEHANNA VALLEY CENTER FOR PUBLIC POLICY | |||||||
| PO BOX 338 | HERSHEY | PA | 17033 | NONE | 501 C3 | GENERAL | $1,000 |
| VFW POST 477 | |||||||
| 2104 W TRINDLE ROAD | CARLISLE | PA | 17013 | NONE | 501 C19 | GENERAL CHARITABLE | $1,000 |
| SISTERS OF SAINT JOSEPH | |||||||
| 9701 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | NONE | 501 C3 | GENERAL | $100 |
| EMPLOYMENT SKILLS CENTER | |||||||
| 29 S HANOVER STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $500 |
| CEDAR VALLEY CATHOLIC SCHOOL | |||||||
| 3231 W 9TH STREET | WATERLOO | IA | 50702 | NONE | 501 C3 | GENERAL | $1,000 |
| ST JOSEPH MEDICAL FOUNDATION | |||||||
| 1036 MACARTHUR ROAD | READING | PA | 19605 | NONE | 501 C3 | GENERAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,699 | 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 | $311,355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $311,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,355 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,895 | Amt |
| Net Investment Income | $947 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $948 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $8,214,205 | EOYBookValueAmt |
| EOYFMV | $8,214,205 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,077,024 | $2,077,024 |
| CERTIFICATE OF DEPOSITS | AT COST | $481,506 | $481,506 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $837,359 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP DISTRIBUTIONS UNDER APPROVED SCHOLARSHIP PROGRAM | Desc |
| Revenue And Expenses Per Books | $48,602 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48,602 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTERED AGENT | $393 | $197 | $196 |
| MISC | $1,000 | $500 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 ESTIMATED TAXES | CategoryTxt |
| Amt | $5,204 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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