RUSSELL AND ELEANOR HORN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL AND ELEANOR HORN FOUNDATION (EIN 22-2663207)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201811309349101031
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T11:45:45-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232707451 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER BROWN OHM & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 N SUSQUEHANNA TRL STE A | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 174041686 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222663207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL E & ELEANOR B HORN FOUNDATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 7176990023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY HORN | PersonNm |
| Person Title | TREASURER/GRANT COOR | PersonTitleTxt |
| Phone | 7176990023 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC SCHMIEDEL CPA CSEP | PreparerPersonNm |
| PTIN | P00069196 | PTIN |
| Phone | 7176688492 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,170,427 | 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 |
| Interest On Sav Rev And Expnss | $130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,492 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,492 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $150,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,148,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,584 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $259,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,394 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,136 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $497 | CashBOYAmt |
| Cash EOY | $192 | CashEOYAmt |
| Cash EOYFMV | $192 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,383 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $282,137 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $246,307 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $248,284 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,664,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,600,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,725,981 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,006,549 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,052,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,068,591 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,996 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,996 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,986,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,027,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,170,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,986,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,027,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,986,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,027,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,986,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,027,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,986,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,582 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,036,521 | SubtotalAmt |
| Other Decreases | $9,115 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,027,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,148,155 | GrossSalesPriceAmt |
| Cost Or Other Basis | $997,571 | CostOrOtherBasisAmt |
| Gain Or Loss | $150,584 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $150,584 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,584 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $181,734 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,729,555 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $132,261 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,730,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035450 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,668 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,776,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,511,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,008 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,321,704 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039630 | DistributionYr5Rt |
| Total Distribution | 0.214231 | TotalDistributionRt |
| Average Distribution | 0.042846 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,902,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,223 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,364 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $169,587 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $186,413 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,364 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,364 | SubtotalAmt |
| Tax Based On Investment Income | $2,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,364 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,364 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,000 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | 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 | Yes (true) | 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 | STACEY HORN TREASURER GR COORD | IndividualWithBooksNm |
| Phone | 7176690023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MOUNTAIN RD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17315 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| STACEY HORN | ||||||||
| 5885 MOUNTAIN RD | DOVER | PA | 17315 | TREASURER/GR | 1.00 | $2,400 | $0 | $0 |
| ANN KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROLE D HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RALPH E HORN JR | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH ANN HORN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE CARRIGAN | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICIA ROBINSON | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLISON SHELLY | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSIAH SHELLY | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC KUNKEL | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUSSELL E HORN III | ||||||||
| 5885 MOUNTAIN ROAD | DOVER | PA | 17315 | DIRECTOR | 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 |
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 | $3,979,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,047,890 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,047,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,902,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,364 | TotalTaxAmt |
| Distributable Before Adj | $192,781 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,781 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,781 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $186,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,364 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $184,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $182,415 | UndistributedIncomePYAmt |
| Qualifying Distributions | $186,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $182,415 | AppliedToYear1Amt |
| Applied To Current Year | $3,998 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $188,783 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION - GREATER PHILA CH | |||||||
| 321 NORRISTOWN ROAD | SUITE 260 | AMBLER | PA | 19002 | PC | MEDICAL RESEARCH | $50 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2595 INTERSTATE DRIVE | SUITE 100 | HARRISBURG | PA | 17110 | PC | MEDICAL RESEARCH | $30 |
| AMERICAN CANCER SOCIETY | |||||||
| 924 N COLONIAL AVE | YORK | PA | 17403 | PC | RELAY FOR LIFE | $800 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | MEDICAL RESEARCH | $260 | |
| AMERICAN RED CROSS - NATIONAL | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PC | SERVICES | $10,050 | |
| AMERICAN RED CROSS -YORKADAMS CHAP | |||||||
| 724 S GEORGE ST | YORK | PA | 17401 | PC | SERVICES | $8,250 | |
| AWANA INTERNATIONAL | |||||||
| 15877 COLLECTION CTR DR | CHICAGO | IL | 606930158 | PC | LITERACY | $800 | |
| BELL FAMILY SHELTER | |||||||
| 160 S GEORGE ST | YORK | PA | 17401 | PC | HOUSING SUPPORT/MENTALLY ILL INDIVID | $6,000 | |
| BELMONT THEATER | |||||||
| 27 S BELMONT ST | YORK | PA | 17403 | PC | PERFORMING ARTS | $150 | |
| BIG BROTHERSBIG SISTERS-YORKADAMS | |||||||
| 227 W MARKET ST | YORK | PA | 17401 | PC | CHILDHOOD SUPPORT | $5,346 | |
| BOYS AND GIRLS CLUB LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17608 | PC | CHILDHOOD SUPPORT | $6,000 | |
| BOYS GIRLS CLUB OF GREATER MEMPHIS | |||||||
| 44 S REMBERT | MEMPHIS | TN | 38104 | PC | CHILDHOOD SUPPORT | $200 | |
| CALVARY UM - PASTOR'S DISCRETIONARY | |||||||
| 11 N RICHLAND AVE | YORK | PA | 17404 | PC | SERVICES - MISSIONS | $3,000 | |
| CENTRE CO WOMENS RESOURSE CENTER | |||||||
| 140 W NITTANY AVE | STATE COLLEGE | PA | 16801 | PC | SERVICES FOR WOMEN | $100 | |
| CENTRAL PA FOOD BANK | |||||||
| 3908 COREY RD | HARRISBURG | PA | 17107 | PC | LOCAL FOOD BANK | $100 | |
| CLEARWATER CONSERVANCY | |||||||
| 2555 N ATHERTON ST | STATE COLLEGE | PA | 16803 | PC | SERVICES | $100 | |
| COVENANT UMC | |||||||
| 110 N MULBERRY ST | LANCASTER | PA | 17603 | PC | SERVICES | $400 | |
| CREATIVE YORK | |||||||
| 10 N BEAVER ST | YORK | PA | 17401 | PC | SERVICES | $5,250 | |
| EASTER SEALS CENTRAL PA | |||||||
| 2550 KINGSTON RD | SUITE 219 | YORK | PA | 17402 | PC | CHILD & ADULTS SPECIAL NEEDS SUPPORT | $1,033 |
| FOOD BANK OF STATE COLLEGE AREA | |||||||
| 1321 S ATHERTON ST | STATE COLLEGE | PA | 16801 | PC | FOOD BANK | $100 | |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 7168 COLUMBIA GATEWAY DR | SUITE 100 | COLUMBIA | MD | 21046 | PC | FIGHTING BLINDNESS | $150 |
| GRANTLEY FIRE COMPANY | |||||||
| 918 VIRGINIA AVE | YORK | PA | 17403 | PC | SERVICES - EMERGENCY | $50 | |
| HANOVER AREA COUNCIL OF CHURCHES | |||||||
| 136 CARLISLE ST | HANOVER | PA | 17331 | PC | RELIGIOUS | $5,000 | |
| HUMANE SOCIETY OF SCHUYLER COUNTY | |||||||
| PO BOX 427 | MONTOUR FALLS | NY | 14865 | PC | PET SUPPORT | $25 | |
| JUNIOR LEAGUE OF YORK | |||||||
| 166 W MARKET ST | YORK | PA | 17401 | PC | COMMUNITY SERVICES | $25 | |
| JUNIOR LEAGUE OF HARRISBURG | |||||||
| PO BOX 1139 | CAMP HILL | PA | 17001 | PC | COMMUNITY SERVICES | $310 | |
| KATALLASSO FAMILY HEALTH CENTER | |||||||
| 38 S BELVIDERE AVE | YORK | PA | 17401 | PC | HOMELESS HEALTH SERVICES | $2,000 | |
| LANCASTER COUNTY FOOD BANK | |||||||
| 812 N QUEEN ST | LANCASTER | PA | 17603 | PC | LOCAL FOOD BANK | $7,500 | |
| LEBANON VALLEY COLLEGE | |||||||
| 101 N COLLEGE AVE | ANNVILLE | PA | 17003 | PC | SCHOOL | $1,135 | |
| LINCOLN FIRE CO NO 1 | |||||||
| 5187 LINCOLN HIGHWAY | THOMASVILLE | PA | 17364 | PC | SERVICES-EMERGENCY | $100 | |
| MAKE A WISH GREATER PA & WV | |||||||
| 2951 WHITEFORD RD | SUITE 304 | YORK | PA | 17402 | PC | CHILDREN'S DISEASES | $4,400 |
| MAYOR'S FUND TO ADVANCE NYC | |||||||
| 253 BROADWAY | NEW YORK | NY | 10007 | PC | SERVICES | $1,000 | |
| MCKINLEY K-8 SCHOOL PTO | |||||||
| 600 MANOR ST | YORK | PA | 17403 | PC | SCHOOL | $150 | |
| MID-SOUTH FOOD BANK | |||||||
| 239 S DUDLEY | MEMPHIS | TN | 38104 | PC | FOOD BANK | $297 | |
| NAT'L ALLIANCE MENTAL ILLNESS | |||||||
| 2280 S ALBION ST | DENVER | CO | 80222 | PC | MENTAL ILLNESS RESEARCH | $35 | |
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PC | SERVICES | $100 | |
| NEW BIRTH OF FREEDOM BSA | |||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | PC | BOY SCOUTS | $5,000 | |
| NEW HOPE MINISTRIES | |||||||
| 211 S BALTIMORE ST | DILLSBURG | PA | 17019 | PC | CHRISTIAN SOCIAL SERVICE AGENCY | $12,000 | |
| NITTANY LION CLUB | |||||||
| 157 BRYCE JORDAN CENTER | UNIVERSITY PARK | PA | 16802 | PC | SCHOOL ATHLETICS | $2,500 | |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH ST NW | WASHINGTON | DC | 20036 | PC | CONSERVATION | $100 | |
| OUR DAILY BREAD | |||||||
| 331 S GEORGE ST | YORK | PA | 17403 | PC | HOT MEAL PROGRAM | $7,000 | |
| PAPPUS HOUSE | |||||||
| 253 CHERRY ST | YORK | PA | 17402 | PC | SERVICES | $5,780 | |
| PENN TWP VOLUNTEER EMER SVCS | |||||||
| 204 CLOVER LANE | HANOVER | PA | 17331 | PC | SERVICES-EMERGENCY | $100 | |
| PITTIES LOVE PEACE INC | |||||||
| PO BOX 534 | ELIZABETHTOWN | PA | 17022 | PC | SERVICES | $300 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | PC | SERVICES | $100 | |
| RE-CREATION FORCES | |||||||
| PO BOX 220 | PORT TREVORTON | PA | 17864 | PC | VETERAN'S AFFAIRS | $365 | |
| SALVATION ARMY - LANCASTER | |||||||
| 131 S QUEEN ST | LANCASTER | PA | 17603 | PC | SERVICE BASED | $7,200 | |
| SALVATION ARMY - YORK | |||||||
| 50 E KING ST | YORK | PA | 17401 | PC | SERVICE BASED | $7,000 | |
| SCHLOW LIBRARY FOUNDATION | |||||||
| 211 S ALLEN ST | STATE COLLEGE | PA | 16801 | PC | SERVICES | $100 | |
| SHELBY FARMS PARK CONSERVANCY | |||||||
| 6903 GREAT VIEW DR | MEMPHIS | TN | 38134 | PC | SERVICES | $200 | |
| SPECIAL OLYMPICS TN | |||||||
| 461 CRAIGHEAD ST | NASHVILLE | TN | 37204 | PC | SERVICES | $106 | |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER BLVD | MONROVIA | CA | 91016 | PC | CHILDHOOD CANCER RESEARCH | $765 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | MEDICAL RESEARCH | $250 | |
| STRAND CAPITOL PERFORMING ARTS CENT | |||||||
| 50 N GEORGE ST | YORK | PA | 17401 | PC | ARTS | $300 | |
| THE WELL | |||||||
| 595 W MARKET ST | YORK | PA | 17401 | PC | MEDICATION ASSISTANCE | $7,000 | |
| THE V FOUNDATION | |||||||
| 106 TOWERVIEW COURT | CARY | NC | 27513 | PC | MEDICAL RESEARCH | $300 | |
| UMCOR | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | PC | REFUGEE RELIEF | $10,000 | |
| UNIV OF PITTSBURGH CIVIL & ENV ENGI | |||||||
| 128 N CRAIG ST | PITTSBURGH | PA | 15260 | PC | SERVICES | $100 | |
| WATER STREET MINISTRIES | |||||||
| PO BOX 7267 | LANCASTER | PA | 17604 | PC | HELPING THE HOMELESS | $10,200 | |
| WITF | |||||||
| 4801 LINDLE RD | HARRISBURG | PA | 17111 | PC | PUBLIC SERVICE TV | $65 | |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | PC | SERVICES | $100 | |
| YMCA OF YORK AND YORK COUNTY | |||||||
| 90 N NEWBERRY ST | YORK | PA | 17401 | PC | COMMUNITY SERVICES | $600 | |
| YORK COUNTY COMMUNITY FOUNDATION | |||||||
| 14 W MARKET ST | YORK | PA | 17401 | PC | SERVICES | $10,000 | |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 800 E KING ST | YORK | PA | 17403 | PC | LITERACY INSTRUCTION | $7,050 | |
| YORK HABITAT FOR HUMANITY | |||||||
| 33 S SEWARD ST | YORK | PA | 17404 | PC | HOUSING SERVICES | $7,000 | |
| YORK HEALTH FOUNDATION | |||||||
| 50 N DUKE ST | YORK | PA | 17401 | PC | EMERGENCY BEHAVIORAL HEALTH UNIT | $5,000 | |
| YORK RESCUE MISSION | |||||||
| PO BOX 1968 | YORK | PA | 17405 | PC | FOOD, CLOTHES, SHELTER, SPIRITUAL | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,877 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,492 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $150,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,206 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,052,831 | EOYBookValueAmt |
| EOYFMV | $1,068,591 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,600,697 | EOYBookValueAmt |
| EOYFMV | $2,725,981 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $246,307 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $248,284 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CENT PA CONF UNITED METH CHURCH | Desc |
| BOY Book Value | $12,996 | BOYBookValueAmt |
| EOY Book Value | $12,996 | EOYBookValueAmt |
| EOYFMV | $12,996 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WILMINGTON TRUST COST BASIS ADJUSTMENTS | Desc |
| Amt | $9,115 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| TELEPHONE | $367 | |
| POSTAGE | $78 | $78 |
| MEETING EXPENSE | $952 | $952 |
| OFFICE EXPENSE | $106 | $106 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK TRUSTEE FEES | $21,089 | $21,089 |
| LEGAL FEES | $305 | $305 |
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