THE STEINMAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINMAN FOUNDATION (EIN 23-6266377)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-29
- IRS object ID
- 201912109349100911
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2019-07-29T14:18:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-07-10 | 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 | 2019-07-10 | IPDt |
| IP Tm | 14:04:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 41751D55C13ADD5C61F7A5404F8B933FBF8D3200 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41751D55C13ADD5C61F7A5404F8B933FBF8D3200 | 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 | $94,047,640 | 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 | $1,841,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,841,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,307,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,595,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,307,566 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $198,404 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $198,404 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,347,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,347,572 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $42,002 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,002 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,635 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $833,198 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $407,068 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $431,765 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $232,043 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $942 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,116 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,116 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $139,493 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,303,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $665,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,780,262 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,780,262 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,083,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,445,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,263,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,940,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,316 | CashBOYAmt |
| Cash EOY | $100,006 | CashEOYAmt |
| Cash EOYFMV | $100,006 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,978,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,941,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,941,607 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $8,554 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $8,554 | RcvblFromOfficersEOYFMVAmt |
| 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 |
| Prepaid Expenses BOY | $164,231 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $46,928,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,684,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,475,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,315,164 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,526,402 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,389,932 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,012,114 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,012,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,490,500 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $491,865 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $491,865 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $71,598,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,915,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,047,640 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,270 | AccountsPayableBOYAmt |
| Loans From Officers EOY | $56,106 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $3,270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,106 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$17,391,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$14,127,919 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,595,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,859,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,598,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,915,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,595,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,263,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $74,859,357 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,859,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCWAB | P | 2018-12-31 | $25,001,205 | $18,873,415 | $6,127,790 | $6,127,790 |
| BNY MELLON | P | 2018-02-28 | $1,594,645 | $1,414,869 | $179,776 | $179,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,307,566 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,550,453 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $97,667,165 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046591 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,643,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $86,078,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042324 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,351,966 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $90,569,085 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037010 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,365,959 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $87,149,571 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,636,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,094,137 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049752 | DistributionYr5Rt |
| Total Distribution | 0.214300 | TotalDistributionRt |
| Average Distribution | 0.042860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $104,530,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,480,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,559,584 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,445,580 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $158,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $158,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $124,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $34,824 | 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 | 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 | N/A | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERAKI ENTERPRISES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 714 RACE AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $114,660 | CompensationAmt |
| 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 | $97,478,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,643,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,122,367 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,122,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,591,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,530,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,226,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,226,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158,810 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,245 | IncomeTaxAmt |
| Total Tax | $160,055 | TotalTaxAmt |
| Distributable Before Adj | $5,066,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,066,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,066,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,445,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,445,580 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,445,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,066,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $404,215 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $404,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,445,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,445,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $404,215 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $404,215 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $216,677 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON DALY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST KING STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7172918676 | 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL MARKET TRUST | |||||||
| 23 N MARKET STREET | LANCASTER | PA | 17603 | NONE | PC | OPERATING | $250,000 |
| ECONOMIC DEVCO OF LANCASTER COUNTY | |||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT - STEM | $250,000 |
| ANDREW GATES CO ELIZABETHTOWN COLLEGE | |||||||
| ONE ALPHA DR | ELIZABETHTOWN | PA | 17022 | NONE | NC | SCHOLARSHIP | $2,500 |
| ASSIST | |||||||
| PO BOX 969 68 BRIDGE ST | SUFFIELD | CT | 06078 | NONE | PC | GRANT - 1 COUNTRY DAY, 1 LINDEN HALL | $16,000 |
| BOY SCOUTS OF AMERICA-LANCASTER | |||||||
| 630 JANET AVE STE B-114 | LANCASTER | PA | 17601 | NONE | PC | SCOUTREACH PROGRAM | $11,000 |
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | NONE | PC | GRANT - OPERATIONS AND SUMMER CAMP | $80,000 |
| CASA | |||||||
| 53 NORTH DUKE STREET STE 218 | LANCASTER | PA | 17602 | NONE | PC | OPERATIONS OPERATIONS GRANT | $25,000 |
| CHARLOTTE RYMAR CO PHILADELPHIA UNIVERSITY | |||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | NC | SCHOLARSHIP | $2,500 |
| COMMUNITY FIRST FUND | |||||||
| 51 SOUTH DUKE STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT | $50,000 |
| CONESTOGA HOUSE FOUNDATION | |||||||
| 8 W KING ST | LANCASTER | PA | 17608 | NONE | POF | GRANT - OPERATING AND CAPITAL | $501,000 |
| D PHILLIPS CO ELIZABETHTOWN COLLEGE | |||||||
| 1 ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | NC | SCHOLARSHIP | $7,500 |
| ELIZABETHTOWN COLLEGE | |||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | PC | GRANT - WELLNESS CENTER | $150,000 |
| ENVISION EXCELLENCE | |||||||
| 15318 GEORGIAN SQUARE CT | ROCKVILLE | MD | 20853 | NONE | PC | STEM FUNDERS NETWORK 2019 MEMBERSHIP | $20,000 |
| F RODA CO PHILADELPHIA UNIVERSITY | |||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | NC | SCHOLARSHIP | $7,500 |
| FRANCES WENRICH CO MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17551 | NONE | NC | SCHOLARSHIP | $5,000 |
| FRANKLIN AND MARSHALL COLLEGE | |||||||
| 628 COLLEGE AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT FOR STUDENT EMPLOYMENT | $333,333 |
| 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 | OPERATIONS | $29,500 |
| JESSICA RIDLEY CO UNIVERSITY OF PITTSBURGH | |||||||
| 4227 FIFTH AVE | PITTSBURGH | PA | 15260 | NONE | NC | SCHOLARSHIP | $2,500 |
| 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 |
| KAROLINE KENT CO PENN STATE UNIVERSITY - BERKS | |||||||
| TULPEHOCKEN ROAD PO BOX 7009 | READING | PA | 19610 | NONE | NC | SCHOLARSHIP | $7,500 |
| LA ACADEMIA-THE PARTNERSHIP CHARTER SCHOOL | |||||||
| 30 N ANN ST | LANCASTER | PA | 17602 | NONE | PC | GRANT - STEM | $150,550 |
| LANCASTER CHAMBER OF COMMERCE | |||||||
| 100 S QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | GRANT | $7,000 |
| LANCASTER CITY - COUNTY | |||||||
| 150 N QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | GRANT | $5,000 |
| LANCASTER CITY ALLIANCE | |||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | GRANT - OPERATIONS | $85,000 |
| 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 - EXPANSIONGRANT - EXPANSION | $100,000 |
| LANCASTER FAMILY YMCA | |||||||
| 265 HARISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | POWER SCHOLARSHIP SUMMER PROGRAM | $25,000 |
| LANCASTER FARMLAND TRUST | |||||||
| 125 LANCASTER AVE | STRASBURG | PA | 17579 | NONE | PC | GRANT | $135,940 |
| LANCASTER HOUSING OPPORTUNITY PARTNERSHIP | |||||||
| 123 EAST KING STREET | LANCASTER | PA | 17602 | NONE | PC | SOWE GRANT | $125,000 |
| LANCASTER LEBANON IU13 | |||||||
| 1020 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | NONE | PC | GRANT - STEM | $91,438 |
| LANCASTER REDEVELOPMENT FUND | |||||||
| 28 PENN SQUARE | LANCASTER | PA | 17603 | NONE | PC | OPERATIONS | $25,000 |
| LANCASTER SCIENCE FACTORY | |||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | NONE | PC | GRANT - STEM | $101,000 |
| LEADERSHIP LANCASTER | |||||||
| 100 S QUEEN ST | LANCASTER | PA | 17608 | NONE | PC | BOARD LEADERSHIP ACADEMY | $10,000 |
| LEADS | |||||||
| 53 DUKE ST | LANCASTER | PA | 17602 | NONE | PC | GRANT | $2,194 |
| 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 | $100,000 |
| MUSIC FOR EVERYONE | |||||||
| 42 N PRINCE ST | LANCASTER | PA | 17603 | NONE | PC | GRANT - INSTRUMENT REPAIR PROGRAM & OPERATIONS | $35,000 |
| NORTH MUSEUM OF NATURAL HISTORY & SCIENCE-LANCASTER | |||||||
| 400 COLLEGE AVE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $250 |
| PAI CORPORATION (DBA EXCENTIA AND S JUNE SMITH CENTER) | |||||||
| 1810 ROHRERSTOWN RD | LANCASTER | PA | 17601 | NONE | PC | GRANT | $5,000 |
| S FORCEY CO DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | NC | FELLOWSHIP | $8,000 |
| SHALOM PARTNERSHIP-LANCASTER | |||||||
| PO BOX 6084 | LANCASTER | PA | 17607 | NONE | PC | GRANT | $5,000 |
| SPANISH AMERICAN CIVIC ASSOCIATION-LANCASTER | |||||||
| 545 PERSHING AVE | LANCASTER | PA | 17602 | NONE | PC | TEC CENTRO-TRAINING EQUIPMENT | $50,000 |
| SUSAN P BYRNES HEALTH EDUCATION CENTER | |||||||
| 515 SOUTH GEORGE ST | YORK | PA | 17401 | NONE | PC | GRANT | $20,000 |
| TABOR COMMUNITY SERVICES-LANCASTER | |||||||
| 308 E KING ST 1 | LANCASTER | PA | 17608 | NONE | PC | GRANT - FUNDS FOR ANN B. BARSHINGER FINANCE CENTER | $50,000 |
| THADDEUS STEVENS FOUNDATION | |||||||
| 750 E KING ST | LANCASTER | PA | 17602 | NONE | PC | GRANT | $50,000 |
| TIFFANY LAM CO GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST | GETTYSBURG | PA | 17325 | NONE | NC | SCHOLARSHIP | $5,000 |
| UNITED WAY OF LANCASTER COUNTY | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $75,000 |
| WATER SCIENCE INSTITUTE | |||||||
| 177 RIVER DRIVE | LANCASTER | PA | 17603 | NONE | PC | GRANT | $75,000 |
| LENFEST INSTITUTE OF JOURNALISM | |||||||
| 801 MARKET STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GRANT - SPOT LIGHT PA AND WATER JOURNALISM | $250,000 |
| COMMUNITY ACTION PARTNERSHIP | |||||||
| 601 S QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | GRANT - STEM | $54,307 |
| LANCASTER HEALTH CENTER | |||||||
| 802 NEW HOLLAND AVENUE SUITE 200 | LANCASTER | PA | 17603 | NONE | PC | GRANT | $40,000 |
| COMMUNITIES IN SCHOOLS OF PENNSYLVANIA | |||||||
| 234 STATE ST | HARRISBURG | PA | 17101 | NONE | PC | GRANT - SCHOOL EXPANSION | $38,000 |
| FEDERAL CITY COUNCIL | |||||||
| 1310 4 ST NW | WASHINGTON | DC | 20005 | NONE | PC | GRANT | $25,000 |
| THE FACTORY MINISTRIES | |||||||
| 3293 LINCOLN HWY E | PARADISE | PA | 17562 | NONE | PC | SUPPORT OF TOGETHER COMMUNITY CENTER | $25,000 |
| ADVANTAGE LANCASTER | |||||||
| 1100 EAST ORANGE STREET | LANCASTER | PA | 17602 | NONE | PC | STEM PT TEACHER - CAREER PROGRAM | $20,000 |
| LIBRARY SYSTEM OF LANCASTER COUNTY | |||||||
| 1866 COLONIAL VILLAGE LN 107 | LANCASTER | PA | 17601 | NONE | PC | STEM - NEW BOOKMOBILE | $20,000 |
| BENCH MARK PROGRAM | |||||||
| 341 EAST LIBERTY STREET 1ST FLOOR | LANCASTER | PA | 17602 | NONE | PC | GRANT - OPERATIONS | $15,000 |
| VISION CORPS | |||||||
| 244 N QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | KIDSIGHT PROGRAM | $15,000 |
| OPERATION OPPORTUNITY FOUNDATION | |||||||
| 1012 14TH ST NW 1200 | WASHINGTON | DC | 20005 | NONE | PC | WARRIOR SCHOLAR PROGRAM @ HACC | $10,000 |
| SPARKS FOUNDATION | |||||||
| 610 WEST WYOMISSING AVENUE | MOHNTON | PA | 19540 | NONE | PC | GRANT - STEM | $10,000 |
| DELAWARE VALLEY UNIVERSITY | |||||||
| 700 E BUTLER AVENUE | DOYLESTOWN | PA | 18901 | NONE | PC | GRANT - STEM | $10,000 |
| SERVANT STAGE COMPANY | |||||||
| 201 W MAIN STREET | STRASBURG | PA | 17579 | NONE | PC | GRANT | $8,500 |
| AARON'S ACRES | |||||||
| 1861 CHARTER LN 114 | LANCASTER | PA | 17601 | NONE | PC | GRANT | $5,000 |
| LATIN AMERICAN ALLIANCE | |||||||
| 506 OAK GROVE DRIVE | LANCASTER | PA | 17601 | NONE | PC | GRANT | $5,000 |
| PA COLLEGE OF HEALTH SCIENCES | |||||||
| 850 GREENFIELD ROAD | LANCASTER | PA | 17601 | NONE | PC | GRANT - STEM | $5,000 |
| A KENSINGER CO JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | NONE | NC | SCHOLARSHIP | $7,500 |
| B BITTS CO MILLERSVILLE UNIVERSITY | |||||||
| 40 DILWORTH ROAD | MILLERSVILLE | PA | 17551 | NONE | NC | SCHOLARSHIP | $7,500 |
| M WILLIS CO CECIL COLLEGE | |||||||
| 1 SEAHAWK DRIVE | NORTH EAST | MD | 21901 | NONE | NC | SCHOLARSHIP | $3,750 |
| J FIDGETT CO ST JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | NC | SCHOLARSHIP | $3,750 |
| R MUSSAW CO CECIL COLLEGE | |||||||
| 1 SEAHAWK DRIVE | NORTH EAST | MD | 21901 | NONE | NC | SCHOLARSHIP | $3,750 |
| SAMUELI ACADEMY | |||||||
| 1901 N FAIRVIEW ST | SANTA ANA | CA | 92706 | NONE | PC | GRANT - STEM | $3,000 |
| TEAM PENNSYLVANIA FOUNDATION | |||||||
| 240 N RD ST 2ND FLOOR | HARRISBURG | PA | 17101 | NONE | PC | GRANT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,780,262 | 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 | $1,841,602 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,928 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,476 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,307,566 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,928 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,340,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,347,572 | 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 |
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 | BNY MELLON | BondNm |
| EOY Book Value | $10,526,402 | EOYBookValueAmt |
| EOYFMV | $10,389,932 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON | StockNm |
| EOY Book Value | $57,684,915 | EOYBookValueAmt |
| EOYFMV | $76,475,176 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE GROUP, L.P. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,012,114 | BookValueAmt |
| EOYFMV | $1,490,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,635 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $491,865 | EOYBookValueAmt |
| EOYFMV | $491,865 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE AND DOMAIN FEES | $40,383 | $0 | $40,383 |
| MEMBERSHIP DUES | $16,250 | $0 | $16,250 |
| OFFICE SUPPLIES | $10,606 | $0 | $10,606 |
| MEALS & ENTERTAINMENT | $32,620 | $0 | $32,620 |
| MISCELLANEOUS | $39,634 | $0 | $39,634 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $191,476 | $191,476 | $191,476 |
| PARTNERSHIP INCOME | $6,928 | $6,928 | $6,928 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $407,068 | $407,068 | $0 |
| MANAGEMENT FEE | $302,400 | $0 | $302,400 |
| PROFESSIONAL FEES | $123,730 | $0 | $129,365 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - BNY | $942 | $0 | $942 |
| EXCISE TAX | $231,101 | $0 | $0 |
Comments