SHADY MAPLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHADY MAPLE FOUNDATION (EIN 20-0903361)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102813
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T15:51:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208042173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERSHEY ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OREGON PIKE PO BOX 669 | AddressLine1Txt |
| City | BROWNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200903361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADY MAPLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 7173544981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 TODDY DR PO BOX 157 | AddressLine1Txt |
| City | EAST EARL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17519 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN R WEAVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7173544981 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARYL E ESHLEMAN CPA | PreparerPersonNm |
| PTIN | P00086681 | PTIN |
| Phone | 7178591158 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,788,039 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $198,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $227,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,470 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $949,810 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$18,428 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $452,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $426,152 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,450 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30,418 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $45,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $461,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $426,152 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,372,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,538,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,538,704 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $467,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,001,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,213,370 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,750,661 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,004,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,007,423 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $46,970 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,542 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,637,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,572,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,788,039 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $55,431 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $55,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,582,185 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,572,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,582,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,572,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,637,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,572,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,582,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,474 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,572,711 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,572,711 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,924 | SubtotalAmt |
| Tax Based On Investment Income | $5,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,056 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,056 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,132 | OverpaymentAmt |
| Applied To ES Tax | $6,132 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETTY WEAVER | IndividualWithBooksNm |
| Phone | 7173544981 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 157 | AddressLine1Txt |
| City | EAST EARL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARVIN R WEAVER | ||||||||
| 1137 MAIN ST PO BOX 72 | BLUE BALL | PA | 17506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MIRIAM M WEAVER | ||||||||
| 1137 MAIN ST PO BOX 72 | BLUE BALL | PA | 17506 | 2ND VP | 1.00 | $0 | $0 | $0 |
| PHILIP E WEAVER | ||||||||
| 419 MEETINGHOUSE RD | GAP | PA | 17527 | 1ST VP | 1.00 | $0 | $0 | $0 |
| CURTIS R WEAVER | ||||||||
| 1854 AGAPE COURT | EAST EARL | PA | 17519 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LINFORD L WEAVER | ||||||||
| 1852 AGAPE COURT | EAST EARL | PA | 17519 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,305,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,455,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,756 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,798,463 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,798,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,681,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $384,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $384,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,924 | TotalTaxAmt |
| Distributable Before Adj | $378,150 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $378,150 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $378,150 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $416,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,150 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $23,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,547 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,849 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,225 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $416,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $378,150 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,850 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,075 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $145,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,829 | ExcessFromYear3Amt |
| Excess From Year2 | $37,547 | ExcessFromYear2Amt |
| Excess From Year1 | $45,849 | ExcessFromYear1Amt |
| Excess From Current Year | $37,850 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARVIN R MIRIAM M WEAVER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETTY WEAVER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 TODDY DR PO BOX 157 | AddressLine1Txt |
| City | EAST EARL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7173544981 | RecipientPhoneNum |
| Recipient Email Address | BWEAVER@SHADY-MAPLE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER DESCRIBING THEIR PROGRAM AND FINANCIAL NEEDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES REQUIRED | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS LIMITED TO TAX EXEMPT NON-PROFIT ORGANIZATIONS, WHICH QUALIFY AS PUBLIC CHARITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALIGN LIFE MINISTRIES | ||||||
| 131 S 8TH STREET | PO BOX 707 | LEBANON | PA | 17042 | CHARITABLE | $5,000 |
| ALL-NATIONS ASSOCIATION OF BIBLE SC | ||||||
| 30 RUNWAY AVENUE | PO BOX 556 | NEW HOLLAND | PA | 17557 | EDUCATIONAL | $5,000 |
| BIBLE VISUALS INTERNATIONAL INC | ||||||
| 650 MAIN STREET | PO BOX 153 | AKRON | PA | 17501 | CHARITABLE | $5,000 |
| BLESSINGS OF HOPE | ||||||
| PO BOX 567 | EPHRATA | PA | 17522 | CHARITABLE | $5,000 | |
| BLUE BALL MENNONITE CHURCH | ||||||
| 185 READING ROAD | EAST EARL | PA | 17519 | CHARITABLE | $5,000 | |
| BREAKLOOSE INTERNATIONAL | ||||||
| PO BOX 85230 | ROCHESTER | MI | 48308 | CHARITABLE | $5,000 | |
| BREATH OF LIFE MINISTRIES INTERNATI | ||||||
| 1865 LINCOLN HWY EAST | LANCASTER | PA | 17602 | CHARITABLE | $5,000 | |
| CAMP HEBRON | ||||||
| 957 CAMP HEBRON ROAD | HALIFAX | PA | 17032 | CHARITABLE | $5,000 | |
| CBM MINISTRIES OF S CENTRAL PA - J | ||||||
| 3741 JOY EL DRIVE | GREENCASTLE | PA | 17225 | CHARITABLE | $5,000 | |
| CHRIST'S HOME | ||||||
| 800 YORK ROAD | WARMINSTER | PA | 18974 | CHARITABLE | $5,000 | |
| CLINIC FOR SPECIAL CHILDREN | ||||||
| PO BOX 500 | INTERCOURSE | PA | 17529 | CHARITABLE | $5,000 | |
| COBYS FAMILY SERVICES | ||||||
| 1417 OREGON ROAD | LEOLA | PA | 17540 | CHARITABLE | $10,000 | |
| CONESTOGA CHRISTIAN SCHOOL | ||||||
| 2760 MAIN STREET | MORGANTOWN | PA | 19543 | EDUCATIONAL | $20,000 | |
| CORNERSTONE REPRODUCTIVE HEALTH | ||||||
| 5380 LINCOLN HIGHWAY | PO BOX 252 | GAP | PA | 17527 | CHARITABLE | $5,000 |
| CROSSNET MINISTRIES | ||||||
| 123 W FRANKLIN STREET | PO BOX 154 | NEW HOLLAND | PA | 17557 | CHARITABLE | $15,000 |
| DAY SEVEN MINISTRIES | ||||||
| 120 W AIRPORT ROAD SUIT | LITITZ | PA | 17543 | CHARITABLE | $8,000 | |
| DYNAMIS WORLD MINISTRIES | ||||||
| 2384 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | CHARITABLE | $5,000 | |
| EPHRATA COMMUNITY CHURCH | ||||||
| 70 CLAY SCHOOL ROAD | EPHRATA | PA | 17522 | CHARITABLE | $5,000 | |
| FAIRMOUNT HOMES | ||||||
| 333 WHEAT RIDGE DRIVE | EPHRATA TOWNSHIP | PA | 17522 | CHARITABLE | $5,000 | |
| FAIRVIEW CHRISTIAN SCHOOL | ||||||
| 410 S 14TH STREET | READING | PA | 19602 | EDUCATIONAL | $5,000 | |
| FAITH BUILDERS EDUCATIONAL PROGRAMS | ||||||
| 28527 GUYS MILLS ROAD | GUYS MILLS | PA | 16327 | EDUCATIONAL | $5,000 | |
| FAITH FRIENDSHIP MINISTRIES INC | ||||||
| 128 W MAIN STREET | PO BOX 567 | MOUNTVILLE | PA | 17554 | CHARITABLE | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES-LA | ||||||
| 2913 SPOOKY NOOK ROAD | MANHEIM | PA | 17545 | CHARITABLE | $5,000 | |
| FRIENDSHIP COMMUNITY | ||||||
| 1149 E OREGON ROAD | LITITZ | PA | 17543 | CHARITABLE | $5,000 | |
| GLOBAL DISCIPLES | ||||||
| 315 W JAMES STREET SUIT | LANCASTER | PA | 17603 | CHARITABLE | $5,000 | |
| GOOD SAMARITAN SERVICES | ||||||
| 616 N LIME STREET | LANCASTER | PA | 17602 | CHARITABLE | $8,000 | |
| GREEN MEADOW FARM | ||||||
| 1130 CREEK ROAD | LEOLA | PA | 17540 | CHARITABLE | $5,000 | |
| HERALDS OF HOPE | ||||||
| 6183 LINCOLN HWY | HARRISONVILLE | PA | 17228 | CHARITABLE | $5,000 | |
| HINKLETOWN MENNONITE SCHOOL | ||||||
| 272 WANNER ROAD | EPHRATA | PA | 17522 | EDUCATIONAL | $5,000 | |
| HOPE INSPIRE LOVE | ||||||
| PO BOX 10995 | LANCASTER | PA | 17603 | CHARITABLE | $5,000 | |
| INSTITUTE FOR GLOBAL OPPURTUNITIES | ||||||
| PO BOX 116 | EPHRATA | PA | 17522 | CHARITABLE | $10,000 | |
| JONI AND FRIENDS PA | ||||||
| 340 HIGHLAND DRIVE SUITE | MOUNTVILLE | PA | 17554 | CHARITABLE | $5,000 | |
| JUBILEE MINISTRIES | ||||||
| 235 S 12TH STREET | LEBANON | PA | 17042 | CHARITABLE | $5,000 | |
| LANCASTER BIBLE COLLEGE | ||||||
| 901 EDEN ROAD | LANCASTER | PA | 17601 | EDUCATIONAL | $5,000 | |
| LANCASTER COUNTY CHRISTIAN SCHOOL | ||||||
| 2390 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | EDUCATIONAL | $5,000 | |
| LIFE COUNSELING MINISTRIES | ||||||
| 250 MEADOW LANE | CONESTOGA | PA | 17516 | CHARITABLE | $5,000 | |
| LIGHTHOUSE VOCATIONAL SERVICES | ||||||
| 144 ORLAN ROAD | NEW HOLLAND | PA | 17557 | CHARITABLE | $5,000 | |
| LINVILLE HILL CHRISTIAN SCHOOL | ||||||
| 295 S KINZER ROAD | PARADISE | PA | 17562 | EDUCATIONAL | $10,000 | |
| MOUNTAIN SPRING MENNONITE CHURCH | ||||||
| 338 BROAD STREET | EAST EARL | PA | 17519 | CHARITABLE | $5,000 | |
| OPEN HANDS | ||||||
| PO BOX 180 | WEST MILTON | PA | 17886 | CHARITABLE | $5,000 | |
| ORPHAN RESOURCES INTERNATIONAL | ||||||
| 152 HORSE HAPPY ROAD | NEWMANSTOWN | PA | 17073 | CHARITABLE | $5,000 | |
| PATHWAYS COMMUNITY HOMESCHOOL | ||||||
| PO BOX 148 | TERRE HILL | PA | 17581 | EDUCATIONAL | $5,000 | |
| PETRA CHURCH | ||||||
| 565 AIRPORT ROAD | NEW HOLLAND | PA | 17557 | CHARITABLE | $5,000 | |
| RESTART TRAINING CENTER MINISTRY | ||||||
| PO BOX 153 | STRASBURG | PA | 17579 | EDUCATIONAL | $5,000 | |
| REVELATIONS OF FREEDOM MINISTRIES | ||||||
| 114 RANCK CHURCH ROAD | NEW HOLLAND | PA | 17557 | CHARITABLE | $26,000 | |
| SHALOM MENNONITE SCHOOL | ||||||
| 1410 UNION GROVE ROAD | TERRE HILL | PA | 17581 | EDUCATIONAL | $5,000 | |
| SILVER SPRINGS MINISTRIES | ||||||
| CAMP ANDREWS/MEADOWS OF H | 1226 SILVER SPRING ROAD | HOLTWOOD | PA | 17532 | CHARITABLE | $12,000 |
| SUNNY CREST HOME INC | ||||||
| 2587 VALLEY VIEW ROAD | PO BOX 647 | MORGANTOWN | PA | 19543 | CHARITABLE | $5,000 |
| SUPPORT FOR PRISON MINISTRIES | ||||||
| PO BOX 727 | BROWNSTOWN | PA | 17522 | CHARITABLE | $5,000 | |
| SUSTAINABLE DEVELOPMENT SOLUTIONS | ||||||
| 150 ALL NATIONS LANE | STATE COLLEGE | PA | 16801 | CHARITABLE | $5,000 | |
| TEN MILLION FOR CHRIST | ||||||
| PO BOX 651 | LEOLA | PA | 17540 | CHARITABLE | $5,000 | |
| TENFOLD | ||||||
| 308 E KING STREET | PO BOX 1676 | LANCASTER | PA | 176081676 | CHARITABLE | $5,000 |
| TERRE HILL MENNONITE SCHOOL | ||||||
| 1416 UNION GROVE ROAD | TERRE HILL | PA | 17581 | EDUCATIONAL | $5,000 | |
| THE FACTORY MINISTRIES | ||||||
| 3293 LINCOLN HIGHWAY EAST | PO BOX 282 | PARADISE | PA | 17562 | CHARITABLE | $5,000 |
| THE PEACEMAKER CENTER | ||||||
| 368 W UWCHLAN AVENUE | DOWNINGTOWN | PA | 19335 | CHARITABLE | $7,000 | |
| THE POTTER'S HOUSE MINISTRIES | ||||||
| PO BOX 507 | BROWNSTOWN | PA | 17508 | CHARITABLE | $5,000 | |
| TIDINGS OF PEACE CHRISTIAN SCHOOL | ||||||
| 220 N EBERTS LANE | YORK | PA | 17403 | EDUCATIONAL | $5,000 | |
| UPWARD CALL COUNSELING SERVICES | ||||||
| 2394 NEW HOLLAND PIKE | NEW HOLLAND | PA | 17601 | CHARITABLE | $5,000 | |
| WATER STREET MINISTRIES | ||||||
| 210 S PRINCE STREET | LANCASTER | PA | 17603 | CHARITABLE | $5,000 | |
| WAY OF JESUS ACADEMY | ||||||
| 880 HERSHEY AVENUE | LANCASTER | PA | 17603 | EDUCATIONAL | $5,000 | |
| WE CARE PROGRAM | ||||||
| 3493 HIGHWAY 21 | ATMORE | AL | 365024669 | CHARITABLE | $5,000 | |
| WELSH MOUNTAIN HOME | ||||||
| 567 SPRINGVILLE ROAD | NEW HOLLAND | PA | 17557 | CHARITABLE | $15,000 | |
| WHY NOT YOU MINISTRIES | ||||||
| PO BOX 32 | BLOSSBURG | PA | 16912 | CHARITABLE | $5,000 | |
| YWAM - MADISON | ||||||
| PO BOX 8503 | MADISON | WI | 537088503 | CHARITABLE | $5,000 | |
| YWAM - ORLANDO | ||||||
| 15411 COUNTY ROAD 455 | MONTVERDE | FL | 34756 | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $198,446 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $227,706 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,470 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAGE OAK ALF OF LOUISIANA L | Desc |
| Business | 623000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$18,428 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$18,428 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $454,622 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $436,194 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | HEMLOCK RIDGE ESTATES I LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 TODDY DR | AddressLine1Txt |
| Address Line2 | PO BOX 157 | AddressLine2Txt |
| City | EAST EARL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,450 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MORGAN STANLEY SALES | PURCHASE | $8,522 | $7,980 | $542 |
| MORGAN STANLEY SALES | PURCHASE | $62,788 | $35,336 | $27,452 |
| MORGAN STANLEY SALES | PURCHASE | $878,500 | $878,024 | $476 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MSIF ULTRA-SHORT INCOME IR (MULSX) | $2,484,970 | $2,487,314 |
| MSIF ULTRA-SHORT INCOME A (MUAIX) | $519,399 | $520,109 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC (MO) | $10,057 | $11,974 |
| AT&T INC (T) | $17,248 | $19,947 |
| BANK OF AMERICA CORP (BAC) | $15,294 | $27,381 |
| BCE INC (BCE) | $27,584 | $17,895 |
| BROADCOM LTD SHS (AVGO) | $3,382 | $25,271 |
| CHEVRON CORP (CVX) | $12,309 | $20,422 |
| CHUBB LTD (CB) | $12,719 | $29,012 |
| CISCO SYS INC (CSCO) | $14,645 | $26,166 |
| CITIGROUP IN NEW | $15,828 | $24,425 |
| COMCAST CORP (NEW) CLASS A | $18,236 | $19,741 |
| CONOCOPHILLIPS (COP) | $5,945 | $14,876 |
| CROWN CASTLE INTL (CCI) | $13,075 | $12,616 |
| DOW INC (DOW) | $21,500 | $19,142 |
| DUKE ENERGY CORPORATION (DUK) | $17,947 | $22,625 |
| EXXON MOBIL CORP (XOM) | ||
| FULTON FIN CORP (FULTP) | $193,968 | $200,671 |
| GENERAL DYNAMICS CORP (GD) | ||
| GENUINE PARTS CO (GPC) | $14,932 | $18,331 |
| HEALTHPEAK PPTYS INC (PEAK) | $22,409 | $19,763 |
| INTEL CORP (INTC) | ||
| JOHNSON & JOHNSON (JNJ) | $22,990 | $23,862 |
| JOHNSON CTLS INTL PLC | $11,268 | $28,494 |
| JPMORGAN CHASE & CO | $14,243 | $40,271 |
| KENVUE INC (KVUE) | $19,800 | $20,944 |
| LOWES COMPANIES INC | $6,080 | $16,551 |
| MEDTRONIC PLC SHS (MDT) | $19,995 | $19,970 |
| MERCK & CO INC NEW COM | $10,869 | $18,503 |
| MICROSOFT CORP (MSFT) | $2,683 | $10,116 |
| MORGAN STANLEY (MS) | $8,972 | $28,916 |
| NEXTERA ENERGY INC COM | $17,145 | $28,246 |
| PHILIP MORRIS INTL INC | $17,788 | $28,764 |
| QUALCOMM INC (QCOM) | $10,362 | $9,292 |
| RTX CORPORATION (RTX) | ||
| SIEMENS AKTIENGESELLSCHAFT | $8,905 | $18,466 |
| TARGET CORP (TGT) | $18,858 | $17,979 |
| TRAVELERS COMPANIES INCCOM | $7,517 | $15,176 |
| TRUIST FINL CORP (TFC) | $19,265 | $21,126 |
| UNILEVER PLC (NEW) ADS (UL) | $15,761 | $19,165 |
| UNITED PARCEL SER INC CL-B | $18,135 | $14,754 |
| VICI PROPERTIES INC (VICI) | $16,922 | $16,358 |
| INVESCO FINANCIAL PREFERRED (PGF) | $114,169 | $109,125 |
| INVESCO PREFERRED (PGX) | $83,759 | $80,710 |
| VANGUARD INTERMEDIATE TERM COR (VCIT | $98,532 | $96,324 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAGE OAK ALF OF LOUISIANA LLC | |||
| AN 8.276% INTEREST | AT COST | $28,542 | $28,542 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MORGAN STANLEY BROKERAGE FEES | $29,683 |
| MISCELLANEOUS | $735 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAGE OAK ALF OF LOUISIANA LLC | Desc |
| Revenue And Expenses Per Books | -$18,428 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| UNSETTLED SECURITIES PURCHASE | $55,431 |
| ADJUST STOCKS TO COST |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PENNSYLVANIA FEE | |
| FEDERAL EXCISE TAX | $7,000 |
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