SHAW FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHAW FAMILY FOUNDATION (EIN 47-4959876)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-01
- IRS object ID
- 201931829349100608
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-01T11:07:16-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 KEISER BLVD | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196103338 | 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 | 474959876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAW | BusinessNameControlTxt |
| Phone | 4843348373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F BARRY SHAW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4843348373 | PhoneNum |
| Signature | 2019-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON C BARNES CPA | PreparerPersonNm |
| PTIN | P00583708 | PTIN |
| Phone | 6109274910 | PhoneNum |
| Preparation | 2019-06-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.229.127.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-11 | IPDt |
| IP Tm | 09:07:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E7F71BC4602EEB47F2CE499E45C749B98413E281 | 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 | $1,552,884 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,444 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,519,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,444 | 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 | $2,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,447 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,448 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,154,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,154,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,157,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,155,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $678,823 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $402,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,133,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,133,082 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $401,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $419,802 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,081,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,534,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,552,884 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $8,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $100,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $8,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,000 | 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 | $1,073,602 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,434,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,073,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,434,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,081,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,534,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,073,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,435,861 | SubtotalAmt |
| Other Decreases | $1,357 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,434,504 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,327,003 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,212,927 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.094050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $261,283 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $532,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.490351 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $200,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,457 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 10.835997 | DistributionYr3Rt |
| Total Distribution | 12.420398 | TotalDistributionRt |
| Average Distribution | 4.140133 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,330,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,508,550 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $170 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,508,720 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,155,563 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,137 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,137 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $797 | OverpaymentAmt |
| Applied To ES Tax | $797 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | F BARRY SHAW | IndividualWithBooksNm |
| Phone | 4843348373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| F BARRY SHAW | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA W SHAW | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ABIGAIL LOWRY | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/SECRETARY | 0.00 | $0 | $0 | $0 |
| JENNIFER FINCH | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $457,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $893,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,350,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,350,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,330,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $340 | TotalTaxAmt |
| Distributable Before Adj | $66,186 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,186 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,155,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,155,563 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,155,563 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $199,696 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $235,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,266,540 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,702,162 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,155,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,089,377 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,791,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,791,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $199,696 | ExcessFromYear3Amt |
| Excess From Year2 | $235,926 | ExcessFromYear2Amt |
| Excess From Year1 | $1,266,540 | ExcessFromYear1Amt |
| Excess From Current Year | $1,089,377 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F BARRY SHAW | ContributingManagerNm |
| Contributing Manager | BARBARA W SHAW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | F BARRY SHAW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4843348373 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER AND CONTAIN A SPECIFIC PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO PROMOTE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRETHREN VILLAGE | ||||||
| 3001 LITITZ PIKE | LANCASTER | PA | 17606 | PUBLIC CHARITY | ANNUAL SUPPORT | $300,000 |
| ELIZABETHTOWN COLLEGE | ||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | PUBLIC CHARITY | BOWERS CENTER FOR SPORTS, YOUNG CENTER EXPANSION, & ELIZABETHTOWN COLLEGE FUND | $300,000 |
| GETTYSBURG COLLEGE | ||||||
| 300 N WASHINGTON STREET | GETTYSBURG | PA | 17325 | PUBLIC CHARITY | GETTYSBURG FUND, ORANGE & BLUE - FOOTBALL, & ANNUAL SUPPORT | $200,100 |
| LANCASTER FARMLAND TRUST | ||||||
| 125 LANCASTER AVENUE | STRASBURG | PA | 17579 | PUBLIC CHARITY | ANNUAL SUPPORT | $75,000 |
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||
| 2583 GATEWAY DRIVE SUITE 130 | STATE COLLEGE | PA | 16801 | PUBLIC CHARITY | SIR CHRISTOPHER MILLARD CANCER RESEARCH | $100,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PUBLIC CHARITY | ANNUAL SUPPORT | $7,000 |
| CHURCH OF THE COVENANT | ||||||
| 11205 EUCLID AVENUE | CLEAVELAND | OH | 441061795 | PUBLIC CHARITY | FRIENDS OF MUSIC COMMISSION | $1,000 |
| WORLD VISION | ||||||
| P O BOX 70102 | TACOMA | WA | 984810102 | PUBLIC CHARITY | RWANDA THRIVE & GLOBAL 6K FOR WATER | $35,000 |
| UNITED CHURCHES ELIZABETHTOWN AREA | ||||||
| P O BOX 451 | ELIZABETHTOWN | PA | 17022 | PUBLIC CHARITY | COMMUNITY PLACE ON WASHINGTON | $30,000 |
| ELIZABETHTOWN FOOTBALL | ||||||
| P O BOX 566 | ELIZABETHTOWN | PA | 17022 | PUBLIC CHARITY | 18TH ANNUAL GOLF TOURNAMENT | $1,000 |
| THE POTTER'S HOUSE | ||||||
| 13 BRIMMER AVENUE | NEW HOLLAND | PA | 17557 | PUBLIC CHARITY | CAPTIVITY TO DESTINY CAPITAL CAMPAIGN | $100,000 |
| LANCASTER COUNTY CONSERVANCY | ||||||
| 117 S WEST END AVE | LANCASTER | PA | 17603 | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,154,100 | 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 | $19,269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,269 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,269 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WENGER GROUP INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,895 | Amt |
| Net Investment Income | $1,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,448 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC CAPITAL MARKETS | StockNm |
| EOY Book Value | $401,422 | EOYBookValueAmt |
| EOYFMV | $419,802 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR RETURN OF CAPITAL | Desc |
| Amt | $1,357 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WENGER GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PA PPC REGISTRATION FEE | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
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